Mining
Commented by Fabian Lorenz on February 18th, 2026 | 07:20 CET
Nearly 200% upside potential! RENK, Nordex, and Power Metallic Mines shares under analyst review!
Analysts at Noble Capital Markets believe that Power Metallic Mines shares could rise by almost 200%. This is based on the Nisk project, which has developed from a nickel project into a world-class multi-metal project. Recent nearby drilling results suggest even greater potential. The planned IPO in the US could be an additional driver. Nordex shares are recommended as a "Buy" by mwb research. Although analysts are optimistic and see the wind turbine manufacturer on track operationally, the price target is disappointing. At RENK, the recent analyst call by management appears to have been convincing. Expectations for Q4 and the full year 2025 are likely to be met, unlike recently at Rheinmetall.
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Commented by André Will-Laudien on February 18th, 2026 | 07:05 CET
Unpredictable conflict dynamics turn tungsten into a strategic metal – Almonty moves into focus
The capital markets currently appear paradoxical: record highs for indices, unusually high volatility, and above all, a world order that is shifting faster than any valuation metric. Wars are back and here to stay, trade routes are becoming political and fragile, and sanctions are replacing diplomacy. In this environment, raw materials are once again becoming strategic weapons. While algorithms are still extrapolating growth rates, governments are already thinking about supply scenarios after the crash. In this tense environment, the logic of investing is changing. It is no longer just about supply and demand, but about access, control, and reliability. Who will deliver when the going gets tough? Who will decide who gets what and how much, and who might even be excluded? This is precisely where the major capital movements of the coming years will arise, often away from the familiar mega-caps. A metal that hardly anyone has paid attention to for years is suddenly becoming the focus of technological and military interest. And a company that has long flown under the radar is quietly becoming a strategic factor. Almonty Industries is an example of how geopolitics and capital markets are currently intertwining in new ways and creating dream returns for visionary investors.
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Commented by Nico Popp on February 18th, 2026 | 06:55 CET
The hunt for forgotten ounces: Why Silver Viper Minerals has the potential to repeat the success story of Blackrock Silver and Dolly Varden
The global silver market is in an exceptional situation. Industry analyses confirm that the market is heading for its sixth consecutive year of structural supply deficit in 2026. Driven by the insatiable demand from the photovoltaic industry and the booming AI infrastructure, which requires silver for high-performance chips, investors are looking for quality in the ground. In this environment, two models for success have emerged: premium development in secure top jurisdictions, as exemplified by Dolly Varden Silver, and the revitalization of historic silver territories through modern technology, as demonstrated by Blackrock Silver. But while these stocks have already performed well, one company that combines these two approaches in the world's most productive silver country is still largely flying under the radar: Silver Viper Minerals. In Mexico, the heartland of global silver production, the company combines the geological knowledge of old mines with state-of-the-art drilling technology – offering investors the chance to be part of a classic discovery story with enormous leverage.
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Commented by Stefan Feulner on February 17th, 2026 | 08:05 CET
RENK, Power Metallic, American Electric Power – These stocks offer explosive potential
Three trend industries are currently the focus of strategic investors: critical raw materials, energy infrastructure, and storage technologies. While geopolitical tensions are reshaping supply chains, the boom in artificial intelligence and electromobility is driving up demand for metals and power capacity. At the same time, decarbonization and grid stability require huge investments in long-term storage and modern infrastructure. Those who are well-positioned here could be on the verge of a structural growth spurt.
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Commented by Armin Schulz on February 17th, 2026 | 08:00 CET
From CAD 0.10 to CAD 0.81? Why Desert Gold is now poised for revaluation
The lines between hope and substance are often blurred in the commodities sector. However, a clear turning point is emerging at Desert Gold Ventures. The company, which has projects in Mali and Côte d'Ivoire, has moved beyond the phase of pure speculation. While the market still considers the stock to be in the exploration segment, preparations for gold production at the fully approved SMSZ project in Mali are already in full swing. With oversubscribed financing, solid profitability figures, and a clear timeline, the course is set for production. Investors who want to recognize the transition from explorer to producer in good time would do well to take a closer look now.
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Commented by Fabian Lorenz on February 17th, 2026 | 07:55 CET
Buy this stock NOW? Gerresheimer, TUI, and Silver Viper Minerals!
If you missed the silver rally, the current consolidation could offer an interesting entry opportunity - and potentially a chance to add to positions. One intriguing second-tier stock in this context is Silver Viper Minerals. In a compelling interview, the CEO outlines the company's strengths. Could it soon become the largest explorer in Mexico? At first glance, the sharp drop in Gerresheimer’s share price might argue in favor of a buying opportunity. However, there are significant concerns. The company’s accounting practices remain subject to scrutiny, and now operational performance is also showing signs of weakness. In contrast, TUI appears to be performing solidly. The tourism group is paying dividends again and has had a strong start to the new year. While the share price has edged slightly lower, insiders have been buying.
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Commented by Nico Popp on February 17th, 2026 | 07:20 CET
Dual return profile: How Antimony Resources combines the security of MP Materials with the potential of Albemarle
In the world of strategic raw materials, true giants often emerge out of necessity. When global supply chains break down, geopolitical alliances crumble, and national security is suddenly at stake, the capital market often responds with a radical revaluation of those companies that hold the strategic solutions. We have observed this phenomenon exemplified by MP Materials, which rose from obscurity to become the indispensable pillar of the American defense industry and delivered dream returns to investors as the only relevant US producer of rare earths. We have also seen this with Albemarle, which transformed itself from a specialized chemical company into the undisputed lithium king of electromobility when the world realized that without lithium, a transport revolution would be impossible.
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Commented by Nico Popp on February 17th, 2026 | 07:00 CET
Tungsten price explodes to USD 1,737: Why Almonty is now becoming the West's money printing machine – bottleneck for Sandvik and Rheinmetall
A scenario is currently unfolding on the commodity markets that even experienced traders and analysts describe as "extraordinary," if not a "tectonic shift." While investors often look to gold or copper, an exponential price development is taking place in a strategic niche that is turning the calculations of the entire Western industry upside down and creating new hierarchies. The tungsten market, the metal that forms the backbone of the modern defense and high-tech industry due to its extreme hardness and heat resistance, has spiraled out of control. Almonty is the only Western producer to create significant new capacity in 2026.
The price of ammonium paratungstate (APT), the global benchmark product for tungsten trading, is skyrocketing. Within a single week, the price in Rotterdam shot up by more than 26% to reach an average price of USD 1,737 per mtu (metric ton unit). To really understand the drama of this development, one needs to look at the timeline. **At the beginning of 2025, the price was still hovering around USD 340. By the end of 2025, it had more than doubled to USD 862, which was already considered sensational. But what we are now experiencing in the first quarter of 2026 is no longer a normal market fluctuation. It is a wave of panic buying that has caused the price to increase fivefold in just over a year. In this extremely dynamic environment, there are many losers on the buyer side – but on the producer side, there is one clear winner that is positioned like no other: Almonty Industries.
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Commented by Stefan Feulner on February 16th, 2026 | 07:15 CET
Occidental Petroleum, Silver Viper, Micron Technology – New and old favorites
Debt reduction, geopolitical tailwinds, and a technical breakout in the energy sector are meeting structural supply shortages in precious metals and AI-driven demand for memory chips. While oil and gas producers are benefiting from "energy dominance" and tight supply conditions, silver explorers with high-grade projects offer leverage to the next upswing in precious metals. At the same time, semiconductor stocks are igniting the next stage of the AI supercycle, driven by scarcity, rising prices, and exploding data center demand.
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Commented by André Will-Laudien on February 16th, 2026 | 07:05 CET
The situation is becoming critical everywhere! Are the next 300% gains already lurking at Antimony Resources, Rheinmetall, Hensoldt, or CSG?
Neglected for too long, but now investors should pay close attention to the critical metals sector. Time and again, new horror stories from Ukraine and the Gaza Strip have reinforced psychological pressure, highlighting that Central Europe, too, could face foreign policy risks. As a result, EU policymakers are continuing to ramp up their spending on defense technology. Until 2022, defense investment in Europe averaged just 1.2% of GDP. By 2024, this figure had already climbed to 1.8%, and for 2025 it is expected to exceed 2.5%. By 2030, research institutes expect it to reach a record high of up to 5%. In other words, 5% of total tax revenues, along with additional debt, would be allocated to acquiring military equipment. A few years ago, in times of peace, this would have been unthinkable. Unfortunately, wars and power-driven political agendas have long since captured the attention of market participants. Investors who fail to act in their portfolios now risk being left behind.
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