Mining
Commented by Armin Schulz on October 14th, 2025 | 07:00 CEST
Why RENK Group needs Antimony Resources just as much as the largest US defense contractor, RTX
The global defense industry is facing a fundamental supply crisis. Antimony, a largely overlooked metal that is indispensable for high-performance electronics, armor-piercing alloys, and flame-resistant propulsion systems, is becoming a key strategic factor. Prices are skyrocketing, and massive supply bottlenecks are emerging. This shortage is hitting defense giants and suppliers hard, forcing them to radically rethink their procurement strategy. Today, we take a closer look at the current situation of the RENK Group, the explorer Antimony Resources, and the largest US defense contractor RTX.
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Commented by Armin Schulz on October 13th, 2025 | 07:20 CEST
The beneficiaries of the raw materials crisis: How BYD is circumventing the problem, and how Power Metallic Mines and Albemarle are profiting
The global energy transition is fueling an unprecedented hunger for strategic metals. However, China's recent tightening of export controls on critical raw materials has triggered a global supply alert and sent markets into turmoil. This geopolitical turning point is forcing the West to radically rethink its approach and is fueling a fierce race for secure supply chains. In this volatile environment, smart players are repositioning themselves along the entire value chain. Who are the winners in this new reality? The strategies of BYD, Power Metallic Mines, and Albemarle provide decisive answers.
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Commented by Armin Schulz on October 13th, 2025 | 07:10 CEST
Why smart investors should be looking at Gerresheimer, Desert Gold, and Puma NOW!
The true potential of a portfolio is revealed not in calm markets, but in turbulent ones. While the masses are driven by price fluctuations, savvy investors recognize opportunities in companies that have recently underperformed. The key lies in a targeted analysis of resilient niche players, commodity experts with unique access, and global consumer brands that are on the verge of a turnaround. This strategic positioning often makes the difference between average and exceptional returns. Three promising candidates that currently embody this profile are Gerresheimer, Desert Gold, and Puma.
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Commented by Fabian Lorenz on October 13th, 2025 | 07:05 CEST
Winners in the tariff war: Almonty Industries, MP Materials, Bayer
Stock market turmoil on Friday: Donald Trump once again threatens to wield the tariff club. This came in response to China's announcement to tighten export controls on rare earths. Yet, there are also winners in the raw materials battle between the two superpowers. In recent months, the US government has invested in companies such as MP Materials, focusing so far on rare earths and lithium. Will tungsten be next? This critical metal has not been mined in the US for a long time, and Almonty would be the logical partner to change that. Notably, while US stocks lost ground, in some cases heavily, on Friday, Almonty shares recovered significantly from their intraday lows.
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Commented by Fabian Lorenz on October 10th, 2025 | 07:20 CEST
Bombshell at Plug Power! Things are getting "critical" at Standard Lithium and Graphano Energy! Donald Trump is shaking up commodity stocks!
Investors are currently rushing to buy stocks in the rare earths, tungsten, and lithium sectors. The driving force behind this is the US government, which is investing in companies involved in critical raw materials to secure independence from China. Could Graphano Energy be next in line for government participation? In any case, no battery can function without the critical mineral, graphite. Graphano Energy is attractively valued and holds projects in Canada. Standard Lithium is benefiting from the hype surrounding critical metals. After rising more than 60% in four weeks, has a correction now arrived? Plug Power is in the midst of one. This week, the stock fell by over 20%. A capital measure and the surprising departure of the CEO are causing uncertainty.
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Commented by André Will-Laudien on October 10th, 2025 | 07:10 CEST
The AI tech high-flyers! Up to 3,500% dream returns with D-Wave Quantum, Power Metallic, Nvidia and AMD
Hard to believe, but unfortunately true! Without a single setback, share prices in the AI, high-tech, and strategic metals sectors have been rising unabated for months now. This has led to dream returns, some of which are in the triple digits. The curtain call for this party seems a long way off, while underinvested investors are sitting on billions in idle cash. There is no conclusive advice for such a situation. Fundamental analysts have been sounding the alarm for months, noting that the well-known Shiller P/E ratio, at over 42, has long since broken through the band of irrational exaggeration. But who cares? Here is a selection of stocks that face daily demand, forcing constant appreciation. Of course, as with any party, it only ends when the last guest turns off the lights.
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Commented by Fabian Lorenz on October 9th, 2025 | 07:20 CEST
GOLD RUSH to USD 5,000? DEFENSE STOCKS set for a billion-dollar contract! Barrick Mining, Hensoldt and Kobo Resources!
While the US government shutdown drags on, the rush for tangible assets persists. The pace at which gold and silver prices are climbing is almost alarming. On the stock market, AI and defense remain key drivers. With surprising ease, the price of gold has broken through the USD 4,000 mark - could USD 5,000 be next? Barrick Mining is also continuing its rally, while those looking for undiscovered gems amid this hype should take a closer look at Kobo Resources. The junior explorer could soon become a potential takeover target. In the defense sector, the capital market is waiting for major orders. One such order could now come from the German government. Hensoldt stands among the likely beneficiaries.
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Commented by Armin Schulz on October 9th, 2025 | 07:00 CEST
Almonty Industries' Raw material power brings Rheinmetall and Lockheed Martin into a new geopolitical era
Nations around the world are investing record sums in their defense capabilities. This defense boom is driving demand for critical raw materials to unprecedented heights. Suddenly, critical metals such as tungsten are at the center of global politics. They have become strategic commodities, with security of supply directly influencing military strength. This development is creating real momentum for companies covering the entire value chain, from mining to the defense industry to high-tech. Three stocks that perfectly embody this interplay between raw materials, production, and technology are Almonty Industries, Rheinmetall, and Lockheed Martin.
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Commented by Carsten Mainitz on October 8th, 2025 | 07:25 CEST
Desert Gold, Barrick Mining, Nel ASA – Do not miss out: Favorites are changing in the bull market!
The stock markets are celebrating record highs. Many major indices are approaching—or have already surpassed—their all-time highs. Meanwhile, the price of gold is trading at around USD 4,000 per ounce, a historic level. Investors are closely watching the US Federal Reserve, as further interest rate cuts seem likely, providing additional tailwind for the markets. But as is often the case with upward trends, a change in favorites could be imminent. Here are some stocks that could soon accelerate into the fast lane.
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Commented by Armin Schulz on October 8th, 2025 | 07:20 CEST
Gold rush! Your portfolio for the USD 4,000 mark: Barrick Mining, Kobo Resources and Newmont
The magical threshold of USD 4,000 per ounce is within reach. Driven by geopolitical crises, a weak US dollar, and the global wave of de-dollarization, investors are flocking to the safe haven of gold. This historic bull market, fueled by ongoing expectations of interest rate cuts, offers unprecedented momentum. But how can investors directly capitalize on this potential? The key lies in the right producers and explorers, who will benefit maximally from any further price increases. Companies such as Barrick Mining, Kobo Resources and Newmont are now in the spotlight.
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