Mining
Commented by Stefan Feulner on April 8th, 2025 | 07:20 CEST
Gold defies the crash – Tocvan Ventures with historic results
The US government's imposition of punitive tariffs on a total of 185 countries caused global stock markets to falter. The German leading index, DAX, alone lost around 17% of its value since the announcement, leaving the psychological mark of 20,000 points far behind. Once again, gold has proven to be a safe haven, regaining the USD 3,000 per ounce mark after a brief pullback. Due to the escalating trade wars, rising inflation, and unrelenting geopolitical tensions, the precious metal is likely to continue its upward cycle. As the underlying commodity gains strength, gold stocks present massive upside potential. Tocvan Ventures, in particular, has recently made a name for itself with impressive gold discoveries.
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Commented by Fabian Lorenz on April 8th, 2025 | 07:00 CEST
Winners in the tariff quake: Renk, Nel ASA, Almonty – China attacks US defense industry
The tariff quake on the stock markets continued yesterday. For companies like Nike and the German automotive industry, the extent of the consequences is still unclear. However, there may also be winners. Tungsten producer Almonty emphasized yesterday that its defense-critical raw material is exempt from tariffs. In addition, China is tightening its controls on the export of critical raw materials. This makes Almonty shares even more attractive. Is a NASDAQ listing the next surprise? The effects of the tariffs are also likely to be manageable for RENK. The transmission manufacturer for tanks and other military vehicles has excellent business prospects here in Europe. The share was again recommended as a "Buy". Hydrogen could also benefit, as it helps diversify Europe's energy supply. Can Nel ASA benefit from this? A study shows that more investment in electrolysis capacity is needed in Europe.
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Commented by Fabian Lorenz on April 7th, 2025 | 07:30 CEST
100% price opportunity or short attack? Deutz, Bayer, Power Metallic Mines
Tension is rising at Deutz! While analysts are significantly raising their target price, short sellers are getting into position. Is it worth getting back in now? After all, the share price has corrected significantly. An interesting entry opportunity currently seems to be emerging at Power Metallic Mines. Under the name Power Nickel, the Company made headlines in 2024. Drilling uncovered not only massive nickel deposits but much more - and this is said to be just the beginning. The current price decline is an opportunity. In contrast, Bayer is simply unable to escape the negative headlines. The legal disputes will likely last at least until 2026. Nevertheless, analysts recommend buying the stock.
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Commented by Stefan Feulner on April 7th, 2025 | 07:20 CEST
Porr AG, Globex Mining, Strategy – Exaggerated panic
After the euphoria came the sobering reality. Following the stock market rally since November, sparked by the re-election of Donald Trump as the new US president, we are now witnessing a direct destruction of capital. Since the Republican's inauguration, the US market has officially lost USD 10 trillion. It remains to be seen to what extent the strategy of punitive tariffs, the opening of trade disputes, and the disruption of supply chains will continue to shake the markets. In particular, companies that serve markets outside the US and can produce their raw materials domestically are likely to benefit the most.
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Commented by Fabian Lorenz on April 7th, 2025 | 07:10 CEST
New gold rocket ahead of takeover? Tocvan Ventures stock on the heels of Barrick Gold & Co.
While Donald Trump escalates the tariff war, gold continues to shine with ever-higher prices. Even Friday's correction is unlikely to change that. An ounce of gold is trading solidly above USD 3,000 – and rising. This puts gold explorers back in the spotlight for investors. A lesser-known player could become a real gold rocket in 2025: Tocvan Ventures. Its project in Mexico is at an advanced stage and is to be developed into a world-class operation. High-grade deposits have recently been reported again, which could significantly increase the gold resource. In addition, a pilot mine is to be launched in 2025, which could make the Company a takeover candidate. The stock has jumped and still has plenty of room to run higher, especially compared to peers. Currently, this represents an exciting buying opportunity.
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Commented by Armin Schulz on April 3rd, 2025 | 07:30 CEST
Tungsten shortage as a goldmine: Why Almonty Industries is becoming a key player for NATO countries
As early as the beginning of December 2024, there were initial indications that China would impose certain restrictions on its tungsten exports. After the Chinese government further tightened export control on tungsten and molybdenum in early February 2025, Western industries have been increasingly seeking reliable alternatives. While Beijing leverages its dominance in critical metals as a geopolitical lever, companies like Almonty Industries are benefiting by building independent supply chains. With strategic partnerships, a relocation of its headquarters to the US, and the revival of one of South Korea's largest tungsten mines, the Company is positioning itself as a key player in a market characterized by scarcity and increasing demand.
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Commented by Armin Schulz on April 2nd, 2025 | 07:10 CEST
Steyr Motors, Power Metallic Mines, BYD – From unique selling point to market leader
In the context of geopolitical tariffs and green transformation, drive technology, raw material extraction, and e-mobility are merging into key sectors. While US automotive tariffs are setting new rules from 2025, three players are driving systemic solutions: Steyr Motors, a pioneer in high-performance hybrid engines; Power Metallic Mines, which is setting ESG standards with carbon-neutral nickel; and BYD, which is dominating e-mobility through innovation. Their strategies – technological sovereignty, vertical integration, and resource-efficient ecosystems – demonstrate how the apparent contradictions between decarbonization and industrial reality can be overcome. Three companies, one mission: to shape the value chain of tomorrow.
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Commented by Armin Schulz on April 2nd, 2025 | 07:00 CEST
RENK – The armaments hype is waning. First Phosphate and Volkswagen are taking advantage of the upswing in electromobility!
The demand for armaments stocks is waning. Despite record orders for tank transmissions from the RENK Group and global security investments, the defense boom is flattening out - partly because these stocks have become fundamentally expensive. At the same time, electromobility is gathering pace: The EU predicts a 38% increase in the number of electric vehicles registered in 2025, driven by Germany's planned tax breaks and subsidies for hybrids. This surge requires raw materials to produce lithium iron phosphate batteries, which is where First Phosphate comes into play. Meanwhile, Volkswagen is currently exploring the production of military vehicles, but is also pushing into the market with new electric vehicles and charging systems. Investments for the future should flow into green technologies, not tank production.
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Commented by Mario Hose on April 1st, 2025 | 12:30 CEST
Insider Buying: Almonty Industries CEO buys again
Two purchases in just a few days - what is behind Lewis Black's confidence in his own company, and why could tungsten soon become the most strategically important metal in the Western world? In times of geopolitical tension, it is often the small signals that herald big things. On March 28 and again on March 31, 2025, Lewis Black, CEO of Almonty Industries Inc., announced that he had bought 50,000 shares of his own company on the stock exchange. Insider purchases like this are rarely a coincidence – they demonstrate conviction and deep confidence in the Company's future trajectory. For experienced investors, this is a strong signal: the man at the top truly believes in the story.
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Commented by André Will-Laudien on March 31st, 2025 | 07:30 CEST
After a 200% surge, is a takeover now on the cards? Almonty Industries ignites the next stage!
Almost daily, the capital markets must contend with new announcements from the White House. One day, it is the US distancing itself from NATO; the next, there are demands that poorly defended Greenland should join the US as quickly as possible. At first glance, Donald Trump appears to be a stag gone wild in his dealings with his transatlantic allies, but at second glance, a strategy emerges. The US administration fears losing power and an international conspiracy against the US dollar. The hegemony of the West has been faltering since Russia formed an alliance with the BRICS countries and established a new power bloc. The problem: Western industries remain highly dependent on raw material supplies from these emerging states. Now, it is becoming clear where the journey is headed for the West: Securing raw material sources, building up a new military strike force, and ensuring mutual security in case of need, even without US support. Whoever can deliver strategic metals in this scenario is king. A glance at the chart of Almonty Industries (EUR 1.30; WKN: A1JSSD; ISIN: CA0203981034; TSX: AII) illustrates the plight: time is of the essence!
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