Mining
Commented by Fabian Lorenz on May 12th, 2025 | 07:05 CEST
Gold at USD 6,000 and takeover rumors: Evotec, Barrick Gold, and Desert Gold shares
Evotec shares shot up by over 10% on Friday. Is it due to the payment from the Gates Foundation? Or is there a new attempt to buy German biotech companies soon? Desert Gold is a hot takeover candidate in the gold sector. The Canadians aim to expand their resources to 2 million ounces and start production soon. Analysts at GBC Research believe the share price could multiply. GBC's estimates are based on a gold price of USD 2,300. Currently, the precious metal is trading above USD 3,000. According to experts, USD 6,000 is even possible. In that case, even Barrick could strike it rich. However, the latest first-quarter report failed to provide new momentum for the stock. Are acquisitions needed?
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Commented by André Will-Laudien on May 8th, 2025 | 07:10 CEST
Almonty Industries – The next 100% opportunity with strategic metals
Things continue to go well for Almonty Industries (TSX: AII; WKN: A1JSSD; ISIN: CA0203981034; EUR 1.59). The stock is already one of the best commodity stocks for 2025. The market is gradually realizing that this story could be worth billions. The trade dispute between the US and many nations is proving to be a death blow for Western industries, especially those in China. In response to announced trade tariffs of over 100%, the leadership in Beijing has imposed export restrictions on strategic metals. Tungsten is one of the most critical metals, essential for high-tech and defense applications. Deposits and producers are few and far between, with a good 70% of supply coming from China. Almonty Industries is set to start production in South Korea in 2025, and US producers are already securing valuable tungsten. A jump in valuation is on the cards!
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Commented by André Will-Laudien on May 7th, 2025 | 09:55 CEST
High-grade discovery at Tocvan Ventures – Gold corridor within reach at Gran Pilar
Volatility on the capital markets reached record levels in the first quarter of 2025. Geopolitical upheavals and unpredictable US policy have caused stock prices to fluctuate wildly. Precious metal investments could provide a good hedge against turbulence in the financial system and a devaluation of the US dollar. With spot prices recently reaching new record highs, investors are increasingly strengthening their exposure to the commodities sector. Gold has so far met expectations with prices of up to USD 3,500 and an annual gain of just under 20% in 2025, while silver has also reached high prices of over USD 35. In addition to producers, the spotlight is now shifting to the second tier of explorers. This is because the valuations of in-ground resources are at their lowest level in decades. Canadian gold explorer Tocvan Ventures (CSE: TOC | WKN: A2PE64 | ISIN: CA88900N1050 | CAD 0.69) has recently seen a string of positive announcements. The latest update on recent drilling at the Pilar gold-silver project in Sonora delivered impressive gold and silver grades.
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Commented by Fabian Lorenz on May 7th, 2025 | 07:05 CEST
While Friedrich Merz fails, BUYING OPPORTUNITIES arise for these stocks: Deutz, BYD, and Power Metallic Mines
Friedrich Merz has failed in the first round of voting to become Chancellor. But these stocks are winners: without metals, there would be no electromobility, no defense, no infrastructure - and when it comes to gold, no store of value. Power Metallic Metals caused a stir last year with spectacular drilling results. The latest samples show that the potential is far from exhausted. The current consolidation of the stock should soon be over. Deutz has already demonstrated how quickly a stock can explode. Analysts believe there is even more upside potential! And what is BYD doing? The Chinese company is growing strongly in their home market. In Europe, a bestseller is now set to bring success. Is this a threat to Volkswagen?
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Commented by Nico Popp on May 6th, 2025 | 07:10 CEST
Almonty: Why tungsten is the most critical of all metals
Tungsten producer Almonty Industries shares are among this year's high flyers - rising from EUR 0.61 to EUR 1.56. There are many reasons for this: the imminent opening of Almonty's Sangdong mine in South Korea comes at a time of extreme geopolitical volatility, including a tariff and raw materials war and the gradual erosion of NATO. However, there are further reasons why tungsten is currently in such high demand. What role does China play in this, and do stocks like Almonty still hold more upside potential?
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Commented by Nico Popp on May 5th, 2025 | 07:10 CEST
Lithium Made in Europe: European Lithium, SQM, Stellantis, and the supply chains of the future
Electromobility is booming - but without lithium, there are no batteries, and without batteries, there is no mobility transition. While major corporations like SQM from Chile dominate the market, European Lithium is working to make Europe more independent. At the same time, manufacturers such as Stellantis are establishing local supply chains to decouple themselves from global supply risks. We outline the situation in the lithium market and take a European perspective.
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Commented by Armin Schulz on May 2nd, 2025 | 07:00 CEST
Military, precious metals, AI technology: Why RENK Group, Golden Cariboo Resources, and Super Micro Computer are booming right now
2025 is shaping up to be a year of superlatives. The defense industry, gold market, and AI technology are all experiencing an unprecedented boom. While conflicts and arms races are causing demand for high-tech military solutions to skyrocket - with German defense giants recording double-digit growth rates - gold prices are soaring to record highs. Investors are fleeing to the safe haven of precious metals in the face of geopolitical turmoil and inflation. At the same time, AI is not only driving consumer goods but also revolutionizing security strategies and data infrastructure. We take a look at an exciting company from each of these sectors.
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Commented by Nico Popp on May 1st, 2025 | 07:00 CEST
Raw materials for the future: What Power Metallic Mines, Barrick Gold, and Albemarle offer investors
Whether for the energy transition, digitalization, or the infrastructure of tomorrow, the world's hunger for raw materials is growing. Power Metallic Mines, Barrick Gold, and Albemarle are prime examples of tomorrow's raw material suppliers – from classic exploration to specialty metals for the green transformation. The three business models are different, but where do the most significant opportunities lie for investors? We provide new answers!
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Commented by Armin Schulz on April 30th, 2025 | 07:05 CEST
The new gold rush: Barrick Gold, Globex Mining, and Rio Tinto are forging the supply chains of tomorrow
Global markets are trembling: trade wars are tearing supply chains apart, raw materials are becoming weapons, and gold is shining as the savior in times of crisis. With a record high of over USD 3,500 per ounce, the precious metal is taking centre stage - driven by inflation, geopolitical shock waves, and greedy central banks. Yet, in the background, a new power dynamic is taking shape: companies that are not only developing deposits but also forging the future of resource security. This is where it will be decided who pulls the strings in the chaos of trade blockades – and who becomes a pawn. Three players are suddenly in the spotlight: Barrick Gold, Globex Mining, and Rio Tinto.
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Commented by Armin Schulz on April 29th, 2025 | 07:10 CEST
Gold rush 2.0: Desert Gold could become the next takeover target in West Africa
In uncertain times, gold is again gaining attention as a safe haven. While the price of gold continues to climb to new record highs, exploration companies with substantial resources offer attractive potential – especially in established gold regions such as West Africa. Desert Gold Ventures, a Canadian gold explorer, is well positioned here. With a 440 sq km project in Mali, surrounded by large producing mines, and already confirmed and inferred resources of around 1.1 million ounces, the Company could emerge as a surprise candidate. But what makes Desert Gold special? We take a look at the facts.
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