Mining
Commented by Armin Schulz on March 20th, 2025 | 07:45 CET
Commerzbank, Desert Gold, Strategy – A EUR 900 billion debt avalanche – Which stock best protects against inflation?
Germany is at a crossroads: With a planned debt surge of EUR 900 billion for infrastructure and defense, inflation, rising interest rates, and a possible loss of the top credit rating are looming. In this uncertain environment, investors seek protection – but where are the opportunities? Commerzbank offers traditional banking with interest, while Desert Gold is profiting from the precious metals boom. And then there is Strategy (formerly MicroStrategy), which aims to protect investors' money from devaluation with Bitcoin as "digital gold" while also profiting from increases in the cryptocurrency price. Three companies, three strategies: Which protects the portfolio better from the debt avalanche, and which stock has potential? An analysis between security, precious metals, and crypto risk.
Read
Commented by Fabian Lorenz on March 20th, 2025 | 07:00 CET
TAKEOVER WAVE in ARMAMENTS and LITHIUM? Hensoldt, Standard Lithium, and BMW partner European Lithium
Is a takeover wave coming after the stock surge in the defense sector? Hensoldt's CEO has spoken out in favor of a consolidation of the industry in Europe. He plans to actively shape this process while also hiring thousands of new employees. At the same time, analysts advise selling Hensoldt shares. The share of European Lithium, on the other hand, is recommended for purchase. The Company is supporting BMW in its "Neue Klasse" and thus in the fight against competitors such as BYD. Trading has been suspended for days due to pending drilling results. There is also something going on at Standard Lithium in the US. Is the white gold on the verge of a comeback?
Read
Commented by Fabian Lorenz on March 19th, 2025 | 07:10 CET
Gold price above USD 3,000! Stocks on the verge of a breakout! Barrick Gold, TUI, Benton Resources!
Gold investors are cashing in! The gold price seems to be holding above the magic mark of USD 3,000. Now is the hour of gold producers and explorers! Even the Barrick Gold share is on the verge of a breakout. Management has made bullish statements about the future in the context of the annual figures. With its copper-gold project, Benton Resources is a "small" Barrick. The ongoing drilling program ensures continuous news flow. With its location in legally secure Canada, Benton is becoming more and more of a takeover candidate with each increase in resources, perhaps by Barrick? TUI shares could also be on the verge of a breakout. Due to the market sell-off, an important message seems to have been completely lost in the past few weeks. Buy now?
Read
Commented by Mario Hose on March 18th, 2025 | 14:10 CET
Almonty, Rheinmetall, Steyr Motors: Why defense stocks are exploding now!
The world is entering a new geopolitical era: armament and defense production have top priority. Countries are effectively investing unlimited sums into their defense industries, which means gigantic opportunities for investors! Those who are positioned correctly now can benefit from price increases that are rarely seen, even in the most dynamic tech sectors. One example? The stock of Steyr Motors AG: Just a month ago, it was still available for EUR 14.80. This morning, it exploded on Tradegate to up to EUR 426.00 – an incredible price increase of 2,778%!
Read
Commented by Stefan Feulner on March 18th, 2025 | 07:20 CET
Barrick Gold, Golden Cariboo, Alamos Gold – Gold stocks on the verge of a breakout
Last week, history was made on the stock market. For the first time, the price of gold rose above the magical mark of USD 3,000 per troy ounce. Escalating trade wars, the announcement of punitive tariffs, and the continued geopolitical uncertainty fueled demand for the yellow precious metal. The primary beneficiaries of this boom are gold producers and exploration companies, which, however, are lagging in terms of price performance against the strike price and, therefore, have a high catch-up potential.
Read
Commented by Fabian Lorenz on March 18th, 2025 | 07:10 CET
Another 200% price gain with Renk, thyssenkrupp or Almonty Industries?
Defense stocks are off to a strong start in the new trading week, with price targets continuing to rise. However, Rheinmetall and Co. seem to have run a little hot. It is worth taking a look at the second tier or along the value chain. Almonty Industries, for example, offers a buying opportunity with a single-digit P/E ratio and, according to analysts, an upside potential of over 200%. The tungsten producer is on the brink of a golden era. Its raw material is not only used in the latest generation of anti-aircraft ammunition but is also essential for countless products in the military and civilian sectors. As a result, the world's largest producer, China, is increasingly using export restrictions as a "weapon". thyssenkrupp has also been able to benefit from its defense division in recent weeks. The IPO is taking shape, and the government may purchase shares. And what is Renk doing? The transmission manufacturer has reported a major order in the US, and the target price is rising sharply.
Read
Commented by André Will-Laudien on March 13th, 2025 | 06:55 CET
NASDAQ crash, inflation, and price shocks – Gold protects! Golden Cariboo, TUI, Lufthansa, and Carnival
Just three weeks ago, euphoria reigned on the markets, with the DAX, NASDAQ and EURO STOXX reaching new heights – now the tech rally seems to be over for the time being. Germany has voted, and a grand coalition must now take charge of the current issues. However, the challenges remain formidable, and exploratory talks are proving correspondingly tricky. It remains to be seen whether a new government will be formed soon. Donald Trump is taking a unique path in the US and is alienating all former allies. He has boldly taken up the cause of resolving the Ukraine conflict – but so far nothing has happened! China is reporting a slump in exports, while in Europe, the debt ceiling is to be relaxed in order to overcome the tough transformation of the modern age. Infrastructure has been neglected for too long, digitization is in its infancy, and now there is a dramatic need for rearmament. This smells like more debt, higher prices, and further currency devaluation - a fertile ground for gold investments, as the precious metal recently reached a new high of USD 2,950 while everything else is falling. What happens next?
Read
Commented by Fabian Lorenz on March 12th, 2025 | 06:50 CET
AGAINST THE SELLOFF: Renk "reloading", Barrick Gold positive, Desert Gold share set to multiply?
Safe havens like gold and armaments? Although the gold price was initially unable to benefit from Monday's selloff, buy recommendations are piling up in the sector. Analysts believe that Desert Gold's share price could multiply. Currently, the stock is still valued using a worst-case scenario, even though the reality in West Africa has improved significantly. Barrick Gold is also benefiting from this, with UBS recommending buying and expecting gold production to increase. Could an acquisition of Desert Gold play a part in this? Despite the massive price increases in recent weeks, defense stocks are holding up well in the selloff. For Renk, analysts are raising the price target, suggesting that the stock could rise further.
Read
Commented by André Will-Laudien on March 11th, 2025 | 07:10 CET
Olalla! And here comes the consolidation! Are these already buying opportunities for SMCI, Benton Resources, Palantir, and Meta?
Whenever investors use the term "one-way street", the market tends to correct. This time, several factors were at play, such as failed peace efforts, rising debt, increasing interest rates, and the threat of tariffs from the Trump administration. All four points have a long-term recessive effect, as they weaken consumer sentiment and purchasing power due to higher interest rates and product payments. In the short term, they also weigh on overheated growth portfolios. It is, therefore, worthwhile to take a closer look at the well-known protagonists. After all, buying opportunities arise time and again – timing is key!
Read
Commented by Armin Schulz on March 11th, 2025 | 07:00 CET
Renk Group, Almonty Industries, Hensoldt – NATO calls for an arms race!
In a world where geopolitical fires are shaking the global security architecture, an industrial arms race is forming behind the scenes. While NATO Secretary General Mark Rutte this week once again emphasized the "urgent need" for accelerated arms production – from drones to satellites – European states are setting record sums in motion: Germany is loosening its debt brake for a EUR 500-billion special fund, and the EU is planning military loans of 150 billion. But who will benefit if Europe wants to reduce not only its defense budgets but also its dependence on US arms deliveries? Three companies are in the spotlight whose stocks have long been surfing in the wake of the arms race. Where is it worth getting in?
Read