Mining
Commented by Armin Schulz on September 11th, 2025 | 07:15 CEST
The Hidden Champions of 2025: Puma, Sranan Gold and AMD – Where it might be worth getting in
As an investor, it is often wise to find hidden gems rather than buy expensive market leaders. While large corporations are often overvalued, undervalued small caps offer unique opportunities. Whether as turnaround candidates, commodity gems, or technology leaders, these specialized companies have the potential to dominate their niches and initiate a quiet catch-up rally. For savvy investors, this second tier is the real source of above-average returns. Three promising candidates that embody this profile are sporting goods manufacturer Puma, gold explorer Sranan Gold, and chip designer AMD. Let's take a look at their current situation.
Read
Commented by André Will-Laudien on September 11th, 2025 | 07:00 CEST
In peace and war – Defense stocks poised for the next leap: Volatus Aerospace, thyssenkrupp, DroneShield and Rheinmetall
Europe's defense industry is facing an unprecedented wave of investment. The combination of long-term secure financing, political resolve, and technological modernization is creating an attractive environment for providers of defense systems, sensor, and AI solutions. Analysts expect average growth rates of 5 to 10%, which will see the market expand from around EUR 125 billion to approximately EUR 170 billion by 2030. The key drivers are the EU's massive investment offensives, which aim to mobilize up to EUR 800 billion through the new SAFE financial instrument. This is a historic turning point for rearmament - especially after 25 years of disarmament. The package includes EUR 150 billion in loans for the joint procurement of high-tech systems such as drones, air defense, and artillery. Which stocks stand to benefit from this scenario?
Read
Commented by Nico Popp on September 10th, 2025 | 07:25 CEST
German-Canadian raw materials alliance: Graphano Energy, Volkswagen, Magna International
February 1, 2025, came as a shock to many Canadians. On that day, US President Donald Trump imposed tariffs on Canada and repeatedly suggested the country could become a US state. In response to these trade barriers, Canada sought to reduce its dependence on the US. An obvious partner is the EU. The two economies already entered into a strategic raw materials partnership in 2021. In this article, we explore the prospects for joint supply chains for electric vehicle batteries and highlight which companies stand to benefit.
Read
Commented by Armin Schulz on September 10th, 2025 | 07:15 CEST
Critical raw material supply: Rheinmetall's risk, Almonty Industries' opportunity, and Xiaomi's trump card
One strategic metal dominates the plans of military and tech companies: tungsten. Indispensable for high technology, from precision ammunition to powerful electric car motors, its supply is becoming a geopolitical issue. Western nations are fighting for supply independence, catapulting a previously overlooked mining operator into a unique position. This development reveals drastic dependencies and creates clear winners. Three companies exemplify this new reality: Rheinmetall, Almonty Industries, and Xiaomi.
Read
Commented by André Will-Laudien on September 10th, 2025 | 07:00 CEST
Will Trump's tariffs be stopped by the courts? Gold and silver on the rise – Deutz, Desert Gold, Renk, and Hensoldt in focus
A US appeals court has declared most of Trump's tariffs unlawful under the International Emergency Economic Powers Act (IEEPA) of 1977. This law allows the president to take economic measures against foreign countries in the event of a declared national emergency. However, no such national emergency currently exists. Instead, the US economy is growing at a moderate pace, while benefiting from the energy supply emergencies in Europe and further defense support for Ukraine. The US is no longer simply giving these goods away; instead, it now provides loans or sells them to allied countries. This creates significant uncertainty in the markets, which in turn is fueling defense stocks as well as gold and silver. New highs were reached at USD 3,640 for gold and USD 41.5 for silver. Where do the opportunities lie for investors?
Read
Commented by Fabian Lorenz on September 9th, 2025 | 07:30 CEST
Gold and defense stocks are unstoppable! Barrick Mining, Deutz, Dryden Gold
Gold and defense stocks are currently dominating the markets. The price of gold has reached a new record high of over USD 3,600 per troy ounce, and experts are forecasting prices of up to USD 5,000. Barrick Mining is finally benefiting from this. The investor favorite has jumped and gained 50%. Newmont has performed even better. Investors are now betting on successful explorers like Dryden Gold. The Canadians are reporting strong drilling results, and analysts see considerable potential. The latest "gap drilling" also highlights that the Gold Rock project could develop into a large-volume deposit. Only defense stocks can almost keep up with the performance of gold. Deutz surprised investors with a takeover in the drone sector and is trading at its highest level since 2007. Analysts praise the move, and the chances of inclusion in the MDAX are increasing.
Read
Commented by Armin Schulz on September 9th, 2025 | 07:25 CEST
From ore to energy: How BYD, Power Metallic Mines, and Siemens Energy are benefiting from the energy transition
The global energy transition is not only sparking hope but also a race for scarce raw materials. Nickel, cobalt, copper, lithium, and rare earths are becoming the backbone of batteries and wind turbines, while geopolitical tensions over supply chains are driving up prices. Those who position themselves in time could benefit from the redistribution of global power. This is particularly exciting for companies that either secure access to these resources, develop technologies for their use, or play a decisive role in the value chain, such as BYD, Power Metallic Mines, and Siemens Energy.
Read
Commented by Nico Popp on September 9th, 2025 | 07:00 CEST
Trump Lifts Tariffs on Tungsten: Implications for Almonty, historical parallels with Nucor and Cameco
There is hardly a trading day without a tariff headline: Over the weekend, US President Donald Trump announced the exemption of several key imports — including gold, uranium, and tungsten — from import tariffs. The measure highlights just how strategically important these two raw materials, in particular, have become for the country. No tariffs should hinder trade in tungsten and other critical materials. This is good news for tungsten producer Almonty Industries, which has only recently relocated its headquarters to the US and has already secured offtake agreements with US industry players. The Company is now preparing to bring its massive Sangdong mine in South Korea into production - a project that could account for more than 40% of the global tungsten supply outside China. It now appears likely that a large portion of this production can be exported to the US tariff-free. We take a closer look at what the US government's measures mean in concrete terms and what opportunities similar market interventions have created for investors in the past, with the examples of Nucor and Cameco.
Read
Commented by Armin Schulz on September 8th, 2025 | 07:20 CEST
Fed turnaround and Chinese restrictions: How Deutsche Bank, Globex Mining, and Barrick Mining are positioned
Two forces are currently driving global financial markets. On the one hand, there is the US Federal Reserve's monetary policy turnaround and on the other, China's restrictions on commodity exports. This dynamic is driving volatility and creating unique opportunities in the commodities and finance sectors. Against this backdrop, it is worth taking a look at three companies. We examine Deutsche Bank, which is excelling in its home market, Globex Mining with its huge commodities portfolio, and industry leader Barrick Mining, which is benefiting from historically high precious metal prices.
Read
Commented by Nico Popp on September 8th, 2025 | 07:15 CEST
High-profile projects as a zinc turbo: Glencore, Mercedes-Benz, Pasinex Resources
Zinc is a highly sought-after industrial metal — but its price can fluctuate significantly at times. There is about a 25% difference between this spring's yearly low and the average annual price of USD 3,400 forecasted by analysts at Wood Mackenzie. Why is that? Just a few months ago, the market was concerned about an industrial downturn. Today, it is clear that inventories are low and demand from China is anything but weakening. Still, the zinc market remains challenging. We explain which companies are good investments in this environment and which are not!
Read