Mining
Commented by Nico Popp on March 6th, 2026 | 07:10 CET
Uranium ensures energy sovereignty: How investors can profit with Stallion Uranium, NexGen Energy, and Constellation Energy - which stock is the favorite?
In times of war, uranium rises from a cyclical commodity to a strategic asset. Even in Germany, people are aware of the dilemma that the energy policy of recent years has maneuvered them into: either they are dependent on imports, or they have to think more openly about technology, for example, nuclear power. The Canadian Athabasca Basin is considered the center for securing the West's supply of uranium. Reports from the International Energy Agency (IEA) show that market dynamics are no longer driven solely by traditional demand from utilities. Tech giants such as Microsoft, Meta, and Google have long seen nuclear power as one of the few scalable solutions for the base load requirements of their AI data centers. As a result of this surge in demand and years of underinvestment in exploration, spot prices for uranium exceeded the USD 100 per pound mark in January. The combination of Stallion Uranium's exploration potential, NexGen Energy's industrial implementation, and Constellation Energy's hunger for energy illustrates how investors can benefit from securing the Western energy chain. We present the companies and our favorites.
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Commented by Fabian Lorenz on March 5th, 2026 | 09:50 CET
The US with "unlimited" ammunition? Hardly! Antimony Resources is the next critical-metals high-flyer!
Does the US have "unlimited" ammunition? That is what US President Donald Trump and his Defense Secretary Pete Hegseth suggested yesterday. However, they are likely to fail in the face of physical reality. Even if US arms manufacturers could produce ammunition as quickly as it is consumed, they would likely fail due to a lack of raw materials. For example, the supply of antimony is effectively dominated by China and Russia. The US is working intensively to secure its own supply, but this will take time. This is where companies like Antimony Resources come into play. The company is currently developing what is perhaps the most exciting antimony project in North America. It is likely only a matter of time before the stock reaches new highs, as the news flow appears highly promising.
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Commented by Stefan Feulner on March 5th, 2026 | 07:35 CET
Equinor, Lahontan Gold, Venture Global – Oil and precious metals poised for a new boom
The geopolitical escalation in the Middle East is sending shock waves through the markets. As the conflict surrounding Iran widens, concerns are growing about massive disruptions in the global energy market. The Strait of Hormuz, through which around 20% of global oil trade passes, is increasingly in the spotlight. While stock markets are reacting nervously, traditional crisis beneficiaries such as oil and the safe-haven metals gold and silver are profiting. Investors are seeking protection from geopolitical risks, inflation, and potential supply bottlenecks. Should the conflict continue to escalate, energy and precious metal stocks could be among the biggest winners in the new geopolitical reality.
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Commented by Nico Popp on March 5th, 2026 | 07:30 CET
Between market panic and profit: What Almonty has in common with Apple and IBM
The war in Iran has long since become a conflagration in the Middle East, including energy price shocks. Trading on Tuesday was particularly typical of this market environment. The day perfectly reflects the psychological state of market participants. Driven by horror stories from the Middle East and concerns about a global energy crisis, many stocks experienced drastic fluctuations. But while many stocks are still under pressure, Almonty's share price revealed a pattern that experienced market participants interpret as a sign of relative strength. After initially falling sharply, the stock stabilized rapidly, pushing the price back up significantly before the close of trading. In periods of extreme uncertainty, investors are not looking for short-term speculation, but rather for companies with a unique market position, a crisis-proof margin structure, and operating potential based on irreplaceable resources. We draw historical comparisons and explain that even heavyweights such as IBM and Apple have had to weather headwinds in the past.
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Commented by Armin Schulz on March 5th, 2026 | 07:25 CET
Gold in the ground, cash on the way: Why Desert Gold is well positioned for the gold boom fueled by the Iran war
When major industry players start writing billion-dollar checks to buy their way into a region, investors should take a closer look. The acquisition of Canadian producer Allied Gold by Chinese giant Zijin Mining for CAD 5.5 billion caused a stir in West Africa at the beginning of the year. But above all, it is a wake-up call for anyone still searching for the gems that the market has overlooked. In the immediate vicinity of the acquired Allied Gold concessions, in the same highly productive Senegal-Mali Shear Zone (SMSZ), lies Desert Gold with a market capitalization of around CAD 35 million. The company owns an impressive 440 sq km of exploration ground within the same highly productive structural corridor that hosts operations owned by Barrick, B2Gold, and Endeavour. Geologically, this is the Champions League. From a valuation standpoint, however, Desert Gold plays in a completely different league. This discrepancy between geological setting and market capitalization forms the core of the investment thesis.
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Commented by Armin Schulz on March 5th, 2026 | 07:15 CET
War in focus, silver in the portfolio: Why Newmont, Silver Viper Minerals, and First Majestic Silver are now must-own stocks
The escalating war in Iran has suddenly catapulted precious metals into the center of investor attention. While gold, as a classic crisis hedge, has reached new heights, silver is undergoing an unprecedented revaluation. It combines the security of a precious metal with its irreplaceable role as a high-tech raw material for photovoltaics, e-mobility, and AI infrastructure. Geopolitical supply chain risks are exacerbating an already existing supply deficit, while industrial demand is reaching record levels. Investors are now wondering which companies are best positioned in this environment. We therefore take a look at the strategies of Newmont, Silver Viper Minerals, and First Majestic Silver.
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Commented by Armin Schulz on March 4th, 2026 | 07:30 CET
Antimony Resources: 10,000 m of drilling, CAD 7 million in cash, USD 3 billion in raw material potential – Why this stock is hot
While the global commodities world is fixated on the price development of copper, gold, and tungsten, a revolution is taking place on a completely different front. Antimony, classified as a critical raw material by both the EU and the US, has become a geopolitical bargaining chip and thus one of the most exciting investment opportunities of the coming years. In this environment, a small Canadian company is making headway. Antimony Resources is developing one of North America's most promising antimony deposits at its Bald Hill project in New Brunswick. A new zone was recently discovered during construction work, while work on the first resource estimate is ongoing. Measured by its potential, the current market valuation appears more than moderate.
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Commented by Fabian Lorenz on March 4th, 2026 | 07:25 CET
Gold price in war mode! This gold stock is exploding! Is Desert Gold's 70% rally just the beginning?
With the attack by the US and Israel on Iran, the gold price has definitively ended its breather. On Monday, the precious metal easily surpassed the USD 5,300 per troy ounce mark, bringing it within reach of its record high of USD 5,595. This has added further momentum to the rally in Desert Gold's shares. Even without a rising gold price, however, there are strong arguments for further upside in the stock. After several years of negative headlines, gold companies operating in Mali appear to have finally broken the deadlock. Desert Gold's shares show significant catch-up potential, and the recent 70% rally over the past weeks may only mark the beginning of a broader revaluation. A takeover by B2Gold, for example, also seems conceivable again.
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Commented by Armin Schulz on March 4th, 2026 | 07:20 CET
The Iran War is driving the war economy – Almonty Industries, Rheinmetall, and the RENK Group under scrutiny
The Iran war is causing oil prices to skyrocket, supply chains to break down, and the global order to falter. While shockwaves are rippling through the energy markets, a contrary movement is emerging on the stock market. Investors are flocking to the winners of this new era. Not only is demand for state-of-the-art defense technology being reignited, but the battle for strategic raw materials such as tungsten, which is essential for armor and guided missiles, has also flared up again. In this environment, three companies at the heart of this development are coming into focus: tungsten supplier Almonty Industries, systems giant Rheinmetall, and drive specialist RENK Group.
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Commented by Fabian Lorenz on March 4th, 2026 | 07:15 CET
Over 100% upside potential and takeover speculation! Could raw materials gem Power Metallic Mines follow in the footsteps of Norilsk Nickel?
Norilsk Nickel (Nornickel) is regarded as the benchmark for multi-metal projects in the global mining industry. Anyone aiming to approach the scale of this mining giant sets highly ambitious goals. This is precisely the case with Power Metallic Mines. The company reaffirmed this positioning at a recent investor conference. Its latest drilling results were once again spectacular, indicating that something big may be taking shape. Power Metallic Mines controls a world-class multi-metal deposit containing copper, platinum, palladium, cobalt, gold, and silver. Analysts are enthusiastic and see upside potential of more than 100%. They are also fueling speculation about a possible takeover.
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