Mining
Commented by Carsten Mainitz on May 15th, 2026 | 09:15 CEST
Precious metal prices on the rise: Why DRC Gold, Barrick Mining, and First Majestic are promising investments right now
Gold and silver have held their own as safe-haven assets in recent weeks. Investors continue to flock to these safe havens amid mounting global debt and escalating geopolitical conflicts. Central banks are buying more gold than they have in decades. So the big picture looks good. For producers like Barrick Mining and First Majestic, this means booming profits. For exploration companies like DRC Gold, high gold prices act as a powerful lever as project developments progress. Where do the biggest opportunities lie?
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Commented by Stefan Feulner on May 15th, 2026 | 09:10 CEST
Siemens Energy, Almonty Industries, Deutsche Telekom – These stocks still have plenty of upside potential
Stock markets are racing from one record high to the next. AI stocks and tech giants, in particular, have now reached valuations that many experts already consider overheated. Investors are therefore increasingly wondering where attractive opportunities can still be found. But beyond the obvious market favourites, compelling investment stories continue to emerge. Whether strategic raw materials for the new world order, beneficiaries of the global energy boom, or companies with billion-dollar potential in the security sector, some companies may still be only at the beginning of a much larger upward trend despite already trading near all-time highs.
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Commented by Fabian Lorenz on May 14th, 2026 | 08:05 CEST
221% Growth Is Just the Beginning! Tungsten Producer Almonty Industries Poised for Billion-Dollar Revenues!
After a 150% rally so far this year, is Almonty Industries stock still a buy? According to estimates from analysts at Bank of America, the answer may well be yes. The company's 221% revenue growth in the first quarter of the current year could merely mark the beginning of a much larger expansion phase. For the coming year, analysts expect the tungsten producer to generate revenue of CAD 1.32 billion, with margins in line with those typically seen in the technology sector. Earnings per share are projected to climb to CAD 3.50, implying a current P/E ratio below 10. This seems anything but expensive for a company supplying a critical raw material otherwise largely dominated by China. Interested investors may want to mark May 20 on their calendars and register for the virtual IIF event.
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Commented by Carsten Mainitz on May 14th, 2026 | 08:00 CEST
Analysts see significant upside for Antimony Resources, Rheinmetall, and TKMS!
The correction in defence and related sector stocks has recently intensified. A perceived imminent end to the war in Ukraine and more subdued expectations for medium-term growth are weighing on the market. However, according to many analysts, good buying opportunities are now emerging again for Rheinmetall & Co. Structural drivers such as rising defence budgets, geopolitical tensions, and full order books remain intact. One special stock is Antimony Resources. The Canadian company holds the highest-grade deposit of this critical raw material in North America. Antimony is a key raw material for ammunition, electronics, and defence equipment. Its importance is growing enormously against the backdrop of scarce global availability and fragile supply chains. In a recent report, GBC analysts assigned the stock a price target of CAD 3. Following the recent pullback, investors can pick up the stock at its current price of around CAD 0.61!
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Commented by Nico Popp on May 14th, 2026 | 07:40 CEST
Sonora's Silver Eldorado: Why Geology Matters – Silver Viper, Pan American Silver, and Vizsla Silver
Without control over high-grade deposits, there can be no long-term profitability—this is especially true for the silver sector, even within the promising Mexican Silver Belt. While many market participants are thrown off by short-term price fluctuations and are either euphoric or disheartened, experienced players focus on geology and grades as decisive factors. In the current market environment, the focus is shifting away from speculative projects and toward advanced properties that offer the potential for future production. As the world's leading silver producer, Mexico is at the center of this trend, with the state of Sonora in particular standing out for its geology. We examine three companies operating at different stages of the silver value chain.
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Commented by Armin Schulz on May 13th, 2026 | 09:40 CEST
Billions for Hydrogen Steel: thyssenkrupp Needs the Raw Materials – Strategic Resources and Rio Tinto Aim to Supply Them
The steel industry accounts for about 7% of global CO₂ emissions. It must become climate-neutral by 2050—and the key is green hydrogen. But without high-purity iron ore pellets and alloying metals like vanadium, the technology remains ineffective. This is precisely where a long-established corporation suddenly becomes a customer. thyssenkrupp can only operate its multi-billion-euro hydrogen direct-reduction plant in Duisburg economically if reliable suppliers provide the necessary raw materials. Strategic Resources and Rio Tinto could play an important role in supplying the required raw material qualities.
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Commented by André Will-Laudien on May 13th, 2026 | 07:45 CEST
333% Gains: What Comes Next for AMD, LPKF Laser, and Group Eleven?
Erratic movements – sky-high valuations! Right now, investors get the impression that AI and data centers are set to become the salvation of the global economy for the next 100 years. Of course, building AI infrastructure costs the tech giants enormous amounts of money. At the same time, the architects behind these systems are making a fortune. In principle, however, it is a cycle: what one company invests becomes another company's profit. Project this dynamic three years into the future, and nearly every major industry will have implemented its own generative AI systems. From entry-level employees to skilled workers and even at the executive level, there is now dramatic potential for cost savings, which in turn improves the bottom line. But at the end of the day, many people may lose their all-important jobs. The result is obvious: consumption is declining, and ultimately, growth is being replaced by contraction. Dynamic investors are riding the current rallies and then exiting at the right moment. What matters most is timing. Here are a few ideas.
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Commented by Fabian Lorenz on May 13th, 2026 | 07:20 CEST
100% Rally Started? MP Materials, Standard Lithium, and Power Metallic Mines in Focus!
Has the 100% rally already begun for Power Metallic Mines? At least that is the level of upside potential suggested by analysts. The copper explorer continues to report strong drilling results from its flagship project in Canada, and the stock is gradually gaining momentum. Listening to the CEO, it becomes clear that the share may still have significant upside potential ahead. Potential also exists at MP Materials, the only producer and processor of rare earth elements in the US. However, the company now carries a market capitalization of around USD 12 billion. Most recently, it released quarterly results — the key question is whether the upward trend can continue. A similar trend has recently started to form at Standard Lithium as well. The company also reported on its first-quarter 2026 developments. Investors are now eagerly awaiting the final investment decision for the South-West Arkansas (SWA) project. The timing of that decision remains a key focal point for the market.
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Commented by Matthias Schomber on May 13th, 2026 | 07:15 CEST
Gold Boom in Nevada: Is Lahontan Gold on the Verge of a Major Breakout?
Gold is in greater demand than it has been in years as a safe-haven asset, even though the recent rally has temporarily lost momentum. Amid this environment, one company is attracting increasing attention: Lahontan Gold Corp. With high-potential projects in mining-friendly Nevada and recent developments generating strong market interest, the stock appears to be approaching a pivotal phase. While the gold price searches for fresh momentum, an intriguing technical setup is emerging in Lahontan's chart. A breakout above CAD 0.44 could pave the way for a move toward significantly higher resistance zones. Is the stage being set for a new success story in the Nevada gold sector? We examine why the latest developments at Lahontan Gold may represent more than just short-term momentum and explore the untapped value hidden in the historic Santa Fe tailings piles.
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Commented by Nico Popp on May 13th, 2026 | 07:05 CEST
What the quarterly results show: Almonty becomes the tungsten backbone of the West – support from Bank of America and Lockheed Martin
Without control over critical minerals, there can be no security or economic resilience. This simple equation captures the current situation facing the US. Tungsten, the metal with the highest melting point of all elements and a density comparable to that of gold, is at the center of this development. Long considered a niche metal, tungsten has become a strategic bottleneck due to geopolitical tensions and the large-scale expansion of defence capabilities. In many industrial, defence, and high-tech applications, this unique heavy metal is indispensable. This week, Almonty released its first quarterly results since the start of production at its large Sangdong mine in South Korea. The new figures indicate that the company's transformation into a profitable producer of global significance has been completed. Almonty is now positioned for further expansion.
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