Mining
Commented by Jens Castner on June 3rd, 2026 | 07:40 CEST
LAHONTAN GOLD: THE 13-KILOMETRE SECRET BEHIND SANTA FE
Most investors in gold mining companies focus primarily on one figure: ounces in the ground. However, what truly determines a mine's profitability is not decided at the drilling stage, but during construction—and in logistics. That is precisely where Lahontan Gold appears to have an advantage that the market has not yet fully priced in. The Canadian company explores exclusively in Nevada—regularly rated by the renowned Fraser Institute as the world's leading mining jurisdiction—and therefore benefits from infrastructure that many junior miners lack. This helps address a problem plaguing the entire industry: construction costs have risen almost as quickly as the gold price itself. Adding to the upside potential is an overlooked satellite project, which could provide a significant lever that has so far been largely ignored by the market.
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Commented by Lars Winter on June 3rd, 2026 | 07:30 CEST
North Arrow Minerals: An Undiscovered Gold Explorer with Significant Upside Potential
North Arrow Minerals has largely flown under investors' radar so far. However, that could change in the coming months. The small Canadian explorer is currently undergoing a strategic transformation that may redefine its investment case. Many investors still associate the company with its former focus on diamonds and lithium. Today, however, North Arrow Minerals is increasingly positioning itself as a gold exploration company focused on Botswana. This country in southern Africa is not only considered one of the most politically stable and mining-friendly jurisdictions on the African continent, but is also among the regions where large parts of the geological potential remain surprisingly under-explored. While investor attention has recently centred on established gold districts in Nevada, Canada, and Australia, underexplored African greenstone belts are increasingly coming into focus. This is precisely where North Arrow Minerals is now strategically repositioning itself.
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Commented by Matthias Schomber on June 3rd, 2026 | 07:20 CEST
Rebound Fever at Nel ASA and TeamViewer: Will Desert Gold Hit the Turbo Button Next?
Pure euphoria currently reigns over certain stocks in the international financial markets. Wall Street is gambling again just as it did shortly before the 2022 crash, and a global surge in software stocks of around 10%—and in some cases significantly more—has truly propelled the tech exchanges. Despite ongoing economic uncertainties, investors are once again making bold and decisive moves. Stocks that previously had to endure a tough dry spell are benefiting most from this rapidly shifting sentiment. Both hydrogen pioneer Nel ASA and German software specialist TeamViewer have made spectacular technical breakouts, underscoring the market's newfound confidence. Amid this dynamic environment, where tangible assets are also in high demand as a hedge against global crises, a smaller commodity stock is coming into focus. Desert Gold shares have gained momentum following its recent placement and are heading toward operational milestones that could finally propel the stock significantly higher.
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Commented by André Will-Laudien on June 3rd, 2026 | 07:15 CEST
Software Stocks Are Dominating the AI Cycle: SAP, ServiceNow, Oracle, and Globex Mining Are in Higher Demand Than Ever!
Just one month ago, software stocks were in the midst of a sell-off. SAP hit a low of EUR 135, Oracle also hit USD 135 in April, and ServiceNow did not stop until USD 81, after the stock had traded above USD 230. All irrational? It could be, because the market recognizes that the "established players in the sector," unlike pure-play AI companies, possess the critical data infrastructure. With this foundation, generative and "agentic AI" can be integrated into real business processes, thereby generating recurring revenue. Analysts now view these software stocks as "winners of the next AI phase" because they combine scalable AI solutions with established customer relationships, offering both short-term cash flows and long-term growth potential. It is worth taking a closer look at the numbers.
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Commented by Armin Schulz on June 2nd, 2026 | 06:15 CEST
Lahontan Gold: Gold Production on the Horizon, Rapid Payback Potential – Why This Stock Deserves Attention
Nevada is home to countless gold projects. Most are either stuck in the exploration stage for years or have long since evolved into major mining operations. Lahontan Gold is an exception. Its Santa Fe project was a producing mine in the past, and management is moving quickly to bring it back into operation. The operating permit is expected in the first quarter of 2027, while construction is estimated to take just 4–6 months. The result would be the transformation of a historic mining site into a modern gold producer with significant growth potential. Despite this progress, the company's current valuation appears to reflect only a fraction of what could be taking shape at Santa Fe.
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Commented by Fabian Lorenz on June 2nd, 2026 | 06:05 CEST
Ballard Power Stock Surges – What Is Happening at Standard Lithium and Antimony Resources?
Created and published on behalf of Antimony Resources Corp.
Ballard Power continues to surprise the market, with the stock having tripled within just a few months. At the same time, quarterly losses remain elevated, a key anchor shareholder has been gradually reducing its position, and operational updates remain limited, aside from isolated announcements out of Germany. By contrast, Antimony Resources is impressing with positive news. Analysts see significant upside potential, and the company is advancing a strategically significant antimony project in a market where critical metals remain in strong demand. Following a recent correction, the share price may now be offering a more attractive entry point. And what is Standard Lithium up to? There is news from the flagship Smackover project—though not the kind investors had hoped for.
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Commented by Fabian Lorenz on June 1st, 2026 | 07:10 CEST
Gold at USD 10,000? Irrelevant! This Gold Gem is Far too Cheap! Lahontan Following in Barrick Mining's Footsteps!
This gold gem appears significantly undervalued. At Lahontan Gold, the facts and figures speak for themselves: a project located in what is arguably one of the world's most attractive gold regions—where Barrick Mining also operates—a gold resource of 2 million ounces and growing, production costs of USD 1,200, and production set to begin as early as next year. It is therefore no surprise that the company's founder speaks confidently in an interview: "The mining sector is currently the best sector to be in." She is invested and fully committed to delivering attractive returns for shareholders. What stands out is the current market valuation of CAD 170 million. Significantly higher valuations should be possible. Important news is on the horizon. At that point, it hardly matters whether gold trades at USD 4,000 or USD 10,000 per ounce. Once production begins, real "money printing" will start.
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Commented by André Will-Laudien on June 1st, 2026 | 06:50 CEST
Chip Sector High-Flyers in the New Tech Gold Rush – Where to Invest Now? AMD, Infineon, SpaceX, or DRC Gold
The stock market takes no prisoners. Anyone currently invested in the semiconductor sector is on cloud nine and can hardly imagine the trend reversing. The Philadelphia Semiconductor Index (SOX) provides a useful benchmark for assessing the sector's momentum. Since the start of the year, it has risen from around 3,500 points to more than 12,800 points (+265%). This bears a strong resemblance to the gold price rally between 2023 and 2026, when the precious metal surged from USD 1,650 to USD 5,400 (+227%). As always, it is important to keep the broader backdrop in mind. At present, markets are pricing in supply shortages, but should the Iran conflict end, this assessment could quickly lose steam, and market excesses would then need to be corrected. Gold and silver may provide a good example. Following the irrational rally in the first quarter of 2026, both markets have entered a noticeable consolidation phase. Against this backdrop, it is worth taking a closer look at the underlying dynamics and investment opportunities.
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Commented by Tarik Dede on June 1st, 2026 | 06:45 CEST
The AI Boom Requires More Power: Cameco, Standard Uranium, and 2G Energy Stand to Benefit!
Major tech companies like Amazon, Microsoft, Alphabet, Meta, and Oracle remain committed to investing in AI data centers. Despite initial negative news (debt, cash flow slump), new analyses show that they are actually increasing their investments. These so-called AI hyperscalers had planned investments in AI infrastructure of around USD 600 to USD 620 billion for 2026. Now, estimates from analysts and market researchers have been significantly revised upward. Accordingly, research firms such as TrendForce and Pimco now anticipate combined capital expenditures of over USD 750 to USD 830 billion for this year. In 2027, this figure is expected to exceed USD 870 billion. According to market observers, around three-quarters of this spending currently goes directly toward AI infrastructure—namely, high-performance GPU clusters, proprietary AI chips, and advanced data centers. However, data centers in particular have an enormous appetite for energy. According to the International Energy Agency (IEA), global electricity consumption by data centers recently stood at around 415 terawatt-hours (TWh), corresponding to about 1.5% of global electricity demand. By 2030, this figure is expected to more than double. In its more optimistic scenarios, Goldman Sachs even anticipates growth of up to 165%. Yet energy demand remains the industry's bottleneck. In the US in particular, the partly dilapidated grid is overwhelmed by the additional demand. For this reason, many data centers equipped with expensive chips stood idle for months, waiting for grid connection. With demand booming, nuclear energy is making a comeback among suppliers. Canada's market leader Cameco and Standard Uranium stand to benefit directly from this. From Germany, 2G Energy appears to be in the mix. The North Rhine-Westphalia based company has just announced its first order from the United States for its CHP plants.
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Commented by Fabian Lorenz on May 29th, 2026 | 09:40 CEST
A 4,000% gain is not enough? SanDisk, BioNTech, and Standard Uranium
60% in one month, 600% in six months, and 4,000% in one year. Yet there is still no sign of a major correction in SanDisk's stock. Even now, analysts are still raising their price targets significantly and joining the bulls' camp. In contrast, the uranium sector is currently on the sidelines. This offers a chance for contrarian investors. After all, it can really only be a matter of time before the industry is rediscovered as an AI winner. One exciting stock is Standard Uranium. The CEO recently made a strong impression at an investor conference. And what about BioNTech? Investors are disappointed, but analysts are positive. Can the biotech company provide new momentum starting today with new data from its oncology pipeline?
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