Mining
Commented by Fabian Lorenz on March 18th, 2025 | 07:10 CET
Another 200% price gain with Renk, thyssenkrupp or Almonty Industries?
Defense stocks are off to a strong start in the new trading week, with price targets continuing to rise. However, Rheinmetall and Co. seem to have run a little hot. It is worth taking a look at the second tier or along the value chain. Almonty Industries, for example, offers a buying opportunity with a single-digit P/E ratio and, according to analysts, an upside potential of over 200%. The tungsten producer is on the brink of a golden era. Its raw material is not only used in the latest generation of anti-aircraft ammunition but is also essential for countless products in the military and civilian sectors. As a result, the world's largest producer, China, is increasingly using export restrictions as a "weapon". thyssenkrupp has also been able to benefit from its defense division in recent weeks. The IPO is taking shape, and the government may purchase shares. And what is Renk doing? The transmission manufacturer has reported a major order in the US, and the target price is rising sharply.
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Commented by André Will-Laudien on March 13th, 2025 | 06:55 CET
NASDAQ crash, inflation, and price shocks – Gold protects! Golden Cariboo, TUI, Lufthansa, and Carnival
Just three weeks ago, euphoria reigned on the markets, with the DAX, NASDAQ and EURO STOXX reaching new heights – now the tech rally seems to be over for the time being. Germany has voted, and a grand coalition must now take charge of the current issues. However, the challenges remain formidable, and exploratory talks are proving correspondingly tricky. It remains to be seen whether a new government will be formed soon. Donald Trump is taking a unique path in the US and is alienating all former allies. He has boldly taken up the cause of resolving the Ukraine conflict – but so far nothing has happened! China is reporting a slump in exports, while in Europe, the debt ceiling is to be relaxed in order to overcome the tough transformation of the modern age. Infrastructure has been neglected for too long, digitization is in its infancy, and now there is a dramatic need for rearmament. This smells like more debt, higher prices, and further currency devaluation - a fertile ground for gold investments, as the precious metal recently reached a new high of USD 2,950 while everything else is falling. What happens next?
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Commented by Fabian Lorenz on March 12th, 2025 | 06:50 CET
AGAINST THE SELLOFF: Renk "reloading", Barrick Gold positive, Desert Gold share set to multiply?
Safe havens like gold and armaments? Although the gold price was initially unable to benefit from Monday's selloff, buy recommendations are piling up in the sector. Analysts believe that Desert Gold's share price could multiply. Currently, the stock is still valued using a worst-case scenario, even though the reality in West Africa has improved significantly. Barrick Gold is also benefiting from this, with UBS recommending buying and expecting gold production to increase. Could an acquisition of Desert Gold play a part in this? Despite the massive price increases in recent weeks, defense stocks are holding up well in the selloff. For Renk, analysts are raising the price target, suggesting that the stock could rise further.
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Commented by André Will-Laudien on March 11th, 2025 | 07:10 CET
Olalla! And here comes the consolidation! Are these already buying opportunities for SMCI, Benton Resources, Palantir, and Meta?
Whenever investors use the term "one-way street", the market tends to correct. This time, several factors were at play, such as failed peace efforts, rising debt, increasing interest rates, and the threat of tariffs from the Trump administration. All four points have a long-term recessive effect, as they weaken consumer sentiment and purchasing power due to higher interest rates and product payments. In the short term, they also weigh on overheated growth portfolios. It is, therefore, worthwhile to take a closer look at the well-known protagonists. After all, buying opportunities arise time and again – timing is key!
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Commented by Armin Schulz on March 11th, 2025 | 07:00 CET
Renk Group, Almonty Industries, Hensoldt – NATO calls for an arms race!
In a world where geopolitical fires are shaking the global security architecture, an industrial arms race is forming behind the scenes. While NATO Secretary General Mark Rutte this week once again emphasized the "urgent need" for accelerated arms production – from drones to satellites – European states are setting record sums in motion: Germany is loosening its debt brake for a EUR 500-billion special fund, and the EU is planning military loans of 150 billion. But who will benefit if Europe wants to reduce not only its defense budgets but also its dependence on US arms deliveries? Three companies are in the spotlight whose stocks have long been surfing in the wake of the arms race. Where is it worth getting in?
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Commented by André Will-Laudien on March 10th, 2025 | 08:10 CET
Attention: IPO fever, now it's really starting! Hensoldt, Power Metallic, Renk, and thyssenkrupp
Before the election and after the election. At the beginning of the year, there was still a fight over the debt brake, but with the US pulling out of Ukraine aid, it seems that anything goes. Last week, in addition to an ECB interest rate cut, an EUR 800 billion package for armaments and infrastructure was proposed. This caused the DAX 40 index to surge, especially defense and construction stocks, which gained an average of 30%. Hensoldt and thyssenkrupp even made a giant leap upwards. The new all-time high for the index is now 23,475 points. Could there be an IPO from Essen soon? The probability for TKMS is increasing. However, it remains to be seen whether the significant premiums are sustainable; on Friday, there were initial sell-offs. Our specialty title, Power Metallic (formerly Power Nickel), continued to rise. We are looking into the crystal ball.
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Commented by Stefan Feulner on March 10th, 2025 | 08:00 CET
BYD, European Lithium, Lufthansa – It is high time to act
For the first time in history, the German leading index DAX was able to surpass the magic mark of 23,000 points last week, thanks to the possible new Chancellor Friedrich Merz and the sudden lifting of the debt brake. However, the problems remain. Since the start of Donald Trump's second term in office, the global economic order has been in jeopardy. Trade wars and punitive tariffs are on the agenda. Europe must be able to act independently of its big brother in the future, both in terms of security and the supply of raw materials.
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Commented by Armin Schulz on March 10th, 2025 | 07:55 CET
thyssenkrupp, Globex Mining, Super Micro Computer – Defense, critical raw materials, and the AI boom drive profits
As the world moves towards a new era of tariffs, resource wars, and technology hegemony in 2025, there are three companies that can profit from the current hot topics. The EU has not only expanded its list of critical raw materials but has also announced billion-euro investments in domestic supply chains. This shows how important access to critical raw materials is for keeping one's economy running. Thyssenkrupp is taking advantage of the demand for high-security technology for maritime projects, Globex Mining is controlling key raw materials for high-tech projects and decarbonization, and Super Micro Computer is cooling the servers that are making the AI boom possible in the first place.
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Commented by Fabian Lorenz on March 6th, 2025 | 08:10 CET
After thyssenkrupp, Ballard Power's share price is now exploding! Is First Phosphate next?
The Ballard Power share has made a strong comeback. On the back of a major order, it rose by 13%. Is there more to come? It seems that way for the First Phosphate share. The price decline of the past few weeks offers an attractive entry opportunity. The Canadians have reported on the current development of their phosphate activities. High revenues are expected from the investments, and the impact of US tariffs should be manageable. In any case, management is buying the stock. Investors have been snapping up thyssenkrupp shares in a big way this year. The price has doubled in a few weeks. Will it continue?
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Commented by Juliane Zielonka on March 6th, 2025 | 07:50 CET
Nova Pacific Metals, Super Micro Computer and Palantir: The invisible power of the AI future
Artificial intelligence is revolutionizing how companies produce, but who is driving this revolution? Companies like Nova Pacific Metals, Super Micro Computer, and Palantir provide the raw materials, hardware, and software that are the cornerstones of this turning point. Nova Pacific mines critical metals such as copper and gold in Canada. These are essential raw materials for the smooth operation of data centers. With its LARA project, Nova Pacific is planning its next big move – a versatile, mineral-rich area valued at around CAD 30 million. Super Micro supplies the servers for the AI boom in California, but legal troubles cloud growth, despite partnerships with industry giants like Nvidia. Palantir, on the other hand, is working with Société Générale, France's most important commercial bank, to protect the financial world against money laundering with AI-supported analysis – a testament to the power of its Foundry platform. These "hidden champions" are inextricably linked: from the valuable raw materials to the machines, they shape the AI future from the ground up. Which company will best master the balance between innovation and challenge?
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