Mining
Commented by Stefan Feulner on August 12th, 2025 | 07:00 CEST
Canopy Growth, Silver North Resources, Vonovia – Clear signals
Market volatility continues to rise, yet the US stock markets are still managing to defend their record highs. The price of silver made a comeback last week, closing above the USD 38 mark after several weeks of sideways movement. The ongoing uncertainty in both geopolitical and fiscal policy could help propel the precious metal to reach new highs, which should benefit both producers and exploration companies alike.
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Commented by André Will-Laudien on August 11th, 2025 | 07:10 CEST
Buying frenzy – Indices are heading upward! Another 150% possible with Palantir, European Lithium, VW, and BYD
The NASDAQ and DAX 40 indices are basking in sunshine. A veritable buying wave is sweeping across tech stocks, especially Palantir Technologies. The share price continues to rise, driven by an almost irrational demand for AI and outstanding business performance. At the same time, short positions on this stock are rising sharply to over 50 million shares - a warning sign of potential short-covering scenarios. There is currently no sign of the typical summer slump. On the contrary, the stock markets are climbing from one high to the next as if the tariff decisions were a blessing for the global economy! In contrast, BYD is experiencing weaker-than-expected sales performance in July. Quarterly figures are down, and the stock is coming under considerable pressure. There is also plenty of movement in the commodities sector, as the US seeks stable supply chains. But where can these be found?
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Commented by Fabian Lorenz on August 11th, 2025 | 07:00 CEST
Rheinmetall & Hensoldt disappoint! The real WINNERS of the DEFENSE BOOM: Alzchem and Almonty!
Rheinmetall and Hensoldt have disappointed stock market investors with their quarterly figures. Growth, profitability, and, in particular, order intake are lagging behind high expectations. Are the second-tier companies perhaps the real winners of the defense boom? Namely, the suppliers that can deliver to virtually every defense contractor. Take Almonty, for example. The tungsten specialist is inundated with inquiries and is set to begin operations at the largest Western mine later this year. Defense contractors can only dream of such profit margins. Analysts see more than 50% upside potential. Alzchem is also doing good business with numerous defense companies. Among other things, the German company supplies specialty chemicals for explosives. A new major shareholder is causing a stir. However, not all analysts see room for further price gains.
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Commented by Fabian Lorenz on August 7th, 2025 | 07:20 CEST
Momentum stocks: D-Wave! Standard Lithium! European Lithium following in the footsteps of MP Materials!
Rare earth projects outside China are in high demand, as MP Materials has demonstrated with the entry of the US government, its cooperation with Apple, and its rise to a multi-billion-dollar corporation. Is a similarly rapid share price development possible for European Lithium? In any case, the stock is currently inexpensive, and the rare earth project in Greenland is delivering strong results. Standard Lithium shares have also performed strongly again recently. And analysts believe the stock has even more upside potential. And what is D-Wave doing? After breaking through the USD 20 mark, the stock is currently consolidating. Operationally, the quantum high-flyer continues to go full throttle, and analysts remain bullish.
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Commented by Armin Schulz on August 7th, 2025 | 07:00 CEST
Tungsten crisis hits defense boom: Why Almonty Industries, Rheinmetall, and RENK Group stand to benefit
Geopolitical upheavals are shaking global supply chains. As the trade dispute between the US and China reaches new heights, dependence on strategic raw materials is becoming an existential threat. Tungsten, which is indispensable for defense equipment and high-tech, is in extremely short supply due to Chinese export restrictions. At the same time, global conflicts are fueling a defense boom that is causing demand and prices to skyrocket. Investors are now turning to companies that offer security of supply or technologies that are crucial in warfare. Three players are coming to the fore in this tense environment: Almonty Industries, Rheinmetall, and the RENK Group.
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Commented by André Will-Laudien on August 6th, 2025 | 07:30 CEST
DAX celebrates, Palantir sets the pace! Strong rebound for Almonty, Mutares, and Steyr!
It is earnings season, with over 200 quarterly reports coming in from around the world every day. Investors are focusing heavily on revenue growth at defense companies. This is because they should benefit significantly from the lavish contracts awarded by NATO and other defense-oriented countries. The environment remains unstable, and geopolitically, anything is possible. However, defense stocks have often risen so far that the hoped-for earnings figures for 2027 to 2030 are already reflected in today's prices. But the rally continues! After a sharp correction at Almonty Industries, many are delighted to have a cheaper entry point into the tungsten expert, as strategic metals are high on the shopping list, especially in the defense sector. The problem is that they are scarce and difficult to obtain. Where are the opportunities for investors?
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Commented by Fabian Lorenz on August 6th, 2025 | 07:25 CEST
Hensoldt disappoints! Puma collapses! And what is Silver North's share price doing?
Silver has outperformed gold in the current year. Investors can benefit from this with Silver North Resources shares. Positive news flow is expected, and following the successful capital increase, the share price can now resume its upward trend. Strong half-year figures should lead to a breakout from the sideways trend for Hensoldt shares. However, the figures were rather disappointing. The defense boom and supercycle are not really benefiting the radar specialist. Puma shares collapsed after the profit warning – and a rebound has not yet materialized. At least one insider is stepping in. Analysts' opinions are strongly divided.
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Commented by André Will-Laudien on August 6th, 2025 | 07:20 CEST
Inevitable: High-tech and AI require strategic metals! Share price gains at Siemens Energy, Nordex, and Power Metallic
The availability of strategic metals is geopolitically risky because China controls the global market for most of these raw materials, from extraction to processing. The EU and the US are increasingly facing the problem that geopolitical conflicts and export restrictions can quickly lead to supply bottlenecks and price spikes. The COVID-19 pandemic and the war in Ukraine have painfully exposed the dependence of Western industrialized countries. In addition, demand for strategic metals is growing rapidly. Experts expect demand for lithium, for example, to increase twentyfold by 2050. Anyone who wants to secure long-term innovation and prosperity, therefore, needs independent sources of supply and new players in the raw materials market. We are looking around!
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Commented by Armin Schulz on August 6th, 2025 | 07:05 CEST
Interest rate poker and commodity chess: Deutsche Bank, Globex Mining, and Rio Tinto in focus
Geopolitical tensions are the new market standard, not the exception. Trade conflicts are escalating globally, tariffs are becoming a chess game over commodities and influence, and military shifts are destabilizing supply chains. At the same time, central banks are hesitating to cut interest rates despite lower inflation, keeping the pressure high. In this turbulent environment, an understanding of macroeconomic forces determines profit or loss. Those who read the signs will find opportunities. Which of these three players—Deutsche Bank, Globex Mining, and Rio Tinto—offers potential?
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Commented by Nico Popp on August 6th, 2025 | 07:00 CEST
Penny stocks with multiplier potential: Volkswagen, CATL, Pasinex Resources
The whole world is talking about critical metals. Base metals are falling through the cracks a little in the short term. But it is definitely worth considering base metals like zinc from an investor's perspective. After all, they are called "base" metals because they are urgently needed across many sectors and consumed on a large scale. According to the Center for Strategic & International Studies (CSIS), zinc is the fourth most mined metal in the world. What sounds like abundance is not the case. The International Zinc Association reports that annual zinc consumption will increase by around 700,000 tons by 2030. It is questionable whether supply can keep pace. Stocks like Pasinex Resources could benefit from this imbalance thanks to a unique business model.
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