Mining
Commented by Armin Schulz on June 5th, 2026 | 07:35 CEST
Almonty Industries: Taking on China's Monopoly with the Sangdong Mine – Is Now the Right Time to Invest?
The US has been firing Tomahawk cruise missiles in the Middle East at a rate that has likely made even Pentagon planners nervous. Each of these missiles contains tungsten. This is a critical raw material, over 80% of which is controlled by China. Washington is desperately searching for alternatives. One such alternative is currently getting underway in the mountains of South Korea. The Sangdong Mine, which had been idle for 30 years, is now set to secure Western supplies. The company behind it is on the verge of the biggest chapter in its history. We are therefore taking a closer look at Almonty Industries.
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Commented by Fabian Lorenz on June 5th, 2026 | 07:30 CEST
CAUTION with Siemens Energy! BUY CTS Eventim? OPPORTUNITY with Strategic Resources!
Something significant is taking shape at Strategic Resources, and investors still have an opportunity to get involved at an early stage. Unlike in Germany, Canada is actively embracing this new era and strengthening its domestic defence industry and raw materials supply chain. Strategic Resources should benefit significantly from these developments in the coming years. The company is building a value chain spanning from raw materials to the steel industry and battery manufacturing. Caution is advised with Siemens Energy. Given its current valuation, the company can ill afford any operational missteps. Moreover, developments in the US could create additional challenges. By contrast, things appear to be running more smoothly again at CTS Eventim. Analysts were positively surprised by the latest quarterly figures and have recommended the stock as a "Buy". Investors, however, remain somewhat hesitant.
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Commented by Tarik Dede on June 5th, 2026 | 07:25 CEST
Copper at Record High: Investors Benefit from Ivanhoe Mines, Power Metallic Mines, and Southern Copper
Despite all the concerns about the global economy, copper continues to shine. The red industrial metal is currently trading at an all-time high, and nothing seems capable of derailing this trend. And that is clearly due to supply-side factors. The mudslide disaster at the massive Grasberg mine in Indonesia last September, as well as the recent slump in copper production in Chile (-14% in March), demonstrate just how fragile production is. And that is driving prices up. Banks such as Goldman Sachs and Commerzbank are now extremely bullish. The US investment bank recently raised its forecasts; it now predicts an average price of USD 13,800 per ton for 2027. The Frankfurt-based bank is singing the same tune and sees the price stabilizing in the USD 14,000 range.
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Commented by Stefan Feulner on June 5th, 2026 | 07:20 CEST
Lahontan Gold: Tomorrow's Gold Giant Takes Shape
While many investors are focusing on the short-term correction in the gold price, an even stronger upward trend is emerging in the background. Central banks are buying more gold than they have in decades, geopolitical tensions are rising, and leading analysts expect the precious metal to reach new record highs. Goldman Sachs expects gold to reach USD 5,400 per ounce by the end of 2026. Companies like Lahontan Gold, which are on the verge of making the leap from explorer to producer, could benefit particularly. With a historic mine in Nevada, growing resource potential, strong drill results, and financing through 2027, the company could be poised for a revaluation that many investors have not yet put on their radar.
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Commented by Armin Schulz on June 4th, 2026 | 07:40 CEST
BYD, Power Metallic Mines, Intel: Electric Vehicles and AI Data Centers Are Driving a Copper Crisis
The future runs on electricity, relies on AI, and is being held back by an unassuming metal. Copper, the "red gold" of the energy transition, is becoming a bottleneck. While data centers for language models and autonomous fleets are ramping up their capacity, the supply from mines is drying up. The London Metal Exchange recently reported a 150,000-ton deficit, a reversal of 350,000 tons within a year. Those who do not rethink their strategy now will miss out on the biggest redistribution since the oil shock. We are therefore taking a closer look at BYD as a representative of electric vehicle manufacturers, Power Metallic Mines with its polymetallic deposit rich in copper, and Intel as an indirect consumer of copper through its AI infrastructure.
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Commented by André Will-Laudien on June 4th, 2026 | 07:35 CEST
Critical Metals Riding the Wave of Industrial Demand! NASDAQ Hits 30,000, and Almonty Gears Up for the Russell 1,000
Another milestone for Almonty Industries CEO Lewis Black. While the tech rally is pushing the NASDAQ 100 index above 30,000, the tungsten manufacturer is being added to the Russell 1000 Index following the June expiration, based on revenue and valuation criteria. This also entails membership in the somewhat broader Russell 3000 Index, as shown in the FTSE Russell list. This has far-reaching implications! Index-based ETFs must adjust their asset weightings in line with the indices they track within a specified timeframe. For Almonty stock, which has not been represented there until now, this means additional demand from institutional investors - as if the buzz surrounding the only relevant publicly traded tungsten stock were not already big enough. So the party is likely to keep going strong!
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Commented by Jens Castner on June 4th, 2026 | 07:30 CEST
GOLD, BYTES, AND COCOA: PROFITING FROM WEST AFRICA'S BOOM WITH DESERT GOLD, ORANGE, AND BARRY CALLEBAUT
With economic growth that consistently outpaces the global average, a healthy age pyramid, and soil that literally consists of gold and silver, West Africa is no longer an insider's secret. Four teams at the World Cup in North America—Ghana, Senegal, Côte d'Ivoire, and Cape Verde—are the sporting symbol of a region confidently stepping onto the world stage. Yet this emerging economic region is not represented in most investors' portfolios. The potential for returns is obvious: the gold belt of the Senegal-Mali Shear Zone is attracting world-class corporations, mobile money platforms are replacing entire banking systems, and Côte d'Ivoire supplies around 40% of the world's cocoa. The shares of Desert Gold Ventures, Orange, and Barry Callebaut are therefore worth a look.
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Commented by Carsten Mainitz on June 4th, 2026 | 07:25 CEST
Alpha Found? Alpha Found: Lahontan Gold Positioned for Potential Market Outperformance
In equity markets, alpha refers to above-average performance, typically generated where future developments are not yet fully priced in. This is precisely the situation Lahontan Gold Corp. appears to be in today. While many investors still view the company as a traditional junior explorer, a key transformation is unfolding behind the scenes, supported by a clear timeline and multiple potential catalysts: the transition from exploration to gold production. Such development phases are often rewarded by the market with significant valuation re-ratings, as project milestones, increasing asset maturity, and the prospect of future cash flows come into focus. In addition, a planned listing on the NYSE next year is likely to provide further positive momentum for the share price. Against this backdrop, investors may still have the opportunity to position themselves early for potential above-average returns.
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Commented by Tarik Dede on June 3rd, 2026 | 10:40 CEST
Gold Market: Pullback Creates Opportunities in B2Gold, Kobo Resources, and Agnico Eagle Mines
Gold has remained remarkably resilient amid ongoing geopolitical tensions, inflation concerns, and the prospect of higher interest rates. The precious metal is currently trading sideways within a broad range of USD 4,400 to USD 4,800 per ounce and has recently defended the USD 4,500 level. History suggests that gold can perform well even during periods of rising interest rates. The 1970s provide a notable example. As the Western world grappled with stagflation—a combination of economic stagnation and rising prices—central banks, led by the US Federal Reserve, aggressively tightened monetary policy. Despite higher interest rates, gold emerged as one of the decade's strongest-performing assets, climbing from USD 35 per ounce to more than USD 800 by 1980. Today, the charts for many gold companies also look promising. They would be the biggest beneficiaries of another outperformance by the precious metal. In any case, the banks remain optimistic. Whether it is Goldman Sachs, Deutsche Bank, or UBS, analysts see gold back above the USD 5,000 per ounce mark by year-end. We therefore take a closer look at three companies that appear interesting not only from a charting perspective, but also fundamentally: B2Gold, Kobo Resources, and Agnico Eagle Mines.
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Commented by Tarik Dede on June 3rd, 2026 | 07:55 CEST
Almonty Industries: The Cash Flows Are Coming
As recently as 2024, Almonty Industries shares were trading for less than USD 1 apiece. The stock is now trading around USD 19, having briefly surpassed USD 20. Following this spectacular growth phase, the company is now poised for its next step. On one hand, the Sangdong mine in South Korea officially opened in mid-March and will now supply the Western world with the critical raw material tungsten. On the other hand, SpaceX's IPO is set to take place in a few days with a valuation of USD 1.75 trillion—a figure that seems out of this world. Then, many investors might realize that tungsten, whose global market is clearly dominated by China, is also indispensable for space travel. And it is precisely this product that is actually only available in large quantities from Almonty Industries.
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