Mining
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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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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