Mining
Commented by André Will-Laudien on August 5th, 2025 | 07:10 CEST
Palantir, Rheinmetall, RENK, and Dryden Gold: Winners in the crossfire of trade war and NATO agenda
Tariffs, defense, and infrastructure! No wonder there is a considerable gap of around EUR 172 billion in the German federal budget between 2027 and 2029. Although the federal government is attempting to counter this with spending cuts, tax increases will ultimately be necessary, as migration and climate costs are also taking their toll. Those in government who now have to juggle everything at once are in for a rough ride! Government revenues are expected to continue to decline due to the sluggish economy and high inflation, meaning the government will face higher refinancing costs due to rising interest rates. For investors, this means that the price of gold is likely to increase further, making selective investments in precious metals a sensible move. We will briefly analyze whether there is still room for growth in the well-performing defense and military stocks.
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Commented by Nico Popp on August 5th, 2025 | 07:05 CEST
Shocking report in the WSJ – China cuts off the West from antimony: Hensoldt, Covestro, and Antimony Resources
"China is curbing supplies of critical metals to the Western defense industry," headlines the Wall Street Journal in an article published on Sunday. The article highlights several cases in which China has deliberately delayed deliveries of critical metals. Such delays can lead to production losses and hit the industry hard. In addition to rare earths, the article also mentions antimony. According to the article, a shipment of 55 tons of antimony from Australia to Mexico has been held up for three months at the Chinese port of Ningbo – an unprecedented measure that has raised global concern. We explain what antimony is used for and introduce a Canadian antimony company that is gradually coming to the attention of the public.
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Commented by Stefan Feulner on August 5th, 2025 | 07:00 CEST
Xiaomi, Almonty Industries, and BioNTech achieve strategic milestones
The trade war between China and the US is entering the next round and reaching a new peak. The Middle Kingdom is restricting the supply of important minerals to Western defense companies, which are needed for everything from ammunition to fighter jets. This development is prompting manufacturers to urgently seek alternative global sources for such critical raw materials to ensure continued production. One producer in particular has come to the forefront in recent weeks, as it can solve the shortage of the essential metal tungsten for the Western world.
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Commented by André Will-Laudien on August 4th, 2025 | 07:10 CEST
Correction or Crash? Gold and these stocks are holding their ground – Heidelberger Druck, Desert Gold, and DroneShield
A new round of tariff chaos involving Donald Trump is sending the overbought markets into a tailspin. The CNN Fear & Greed Index plummeted by a full 32 points last week. After total euphoria, the markets are now back in neutral territory. Some sectors that had performed well, such as defense, AI, and high tech, also had to give up a few percentage points from their recent highs. But it is not all bad news, now investors have the chance to re-enter or top up at more favorable prices. Alternative investments such as Bitcoin and gold corrected slightly, but precious metals quickly rebounded after a brief consolidation. We take a look at some interesting stocks in a challenging market environment and ask: How can investors navigate the summer slump?
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Commented by Armin Schulz on August 4th, 2025 | 07:05 CEST
Bank Profits, Gold Stability, and Bitcoin Returns: Commerzbank, AJN Resources, and Coinbase - Where is it worth investing?
In turbulent markets, investors in 2025 are seeking both stable pillars and strong return opportunities. Traditional financial institutions are once again proving their resilience, strengthened by regulatory reforms and solid capital ratios. At the same time, physical gold continues to reinforce its role as a safe haven, while digital assets are attracting investors with their disruptive potential and spectacular profit opportunities. This three-pronged strategy of stability, tangible assets, and innovation defines the smart portfolio diversification of our time. Against this backdrop, we analyze one representative from each area with Commerzbank, AJN Resources, and Coinbase.
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Commented by Nico Popp on August 4th, 2025 | 07:00 CEST
Is this the buying opportunity of the year? Amazon, Bank of America, Almonty Industries
Correction and comeback – on the stock market, this sequence is not always guaranteed. Sometimes a correction is also just the beginning of the end. This is especially true when business models lack substance and visions for the future burst like soap bubbles. However, corrections are often followed by spectacular comebacks that propel stocks into entirely new realms. We show that even stock market veterans like Amazon and Bank of America have tested the nerves of shareholders in the past, and draw parallels with the recent developments at tungsten producer Almonty Industries. Here, too, there are many indications that, in retrospect, the past few days are nothing more than a minor blip on the chart. History has shown that, ultimately, the facts are what truly matter.
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Commented by Mario Hose on August 1st, 2025 | 10:30 CEST
Almonty Industries – The final row of stones in the tungsten pyramid is being laid
Building a pyramid requires patience, precision, and perseverance – just like the rise of Almonty Industries (TSX: AII | ISIN: CA0203987072 | NASDAQ: ALM) to become the most important tungsten producer outside China. After a spectacular NASDAQ debut, the stock recently came under pressure. But now, everything points to a comeback – with strategic global significance. As the saying goes, the profit is in buying, and those who have been mere spectators of the unique tungsten producer's rapid share price development in recent months now have a second chance to get in.
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Commented by Nico Popp on August 1st, 2025 | 07:05 CEST
Nickel as a strategic defense metal scarcer than expected: Lockheed Martin, Glencore, and Power Metallic Mines
Nickel is classified as a critical raw material in the EU. Yet many observers still fail to take the tense situation in the nickel market seriously — a major mistake. While there is currently an oversupply of nickel, forecasts are already predicting a future shortage. In addition, nickel comes in different grades. High-purity nickel comes largely from Russia, making supply anything but secure. Nickel is urgently needed for both modern batteries and in the defense sector. We take a look at the nickel market, explain where the metal is urgently needed, and introduce the two notable nickel stocks, Glencore and Power Metallic Mines.
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Commented by André Will-Laudien on August 1st, 2025 | 07:00 CEST
This could be explosive for e-mobility! Watch out for BYD, Pasinex Resources, VW, and Mercedes
The latest quarterly results from the automotive sector have led to further disillusionment. High costs, ever-changing technological requirements, and stricter regulations are leading to declining margins. For two years now, Chinese manufacturers like BYD have been making weekly deliveries by ship to the affluent EU market. Initially highly praised and selling several thousand units quickly, everything now appears to be stalling, as huge stockpiles are suddenly piling up. Investors should keep a close eye on developments. Anyone thinking about modern batteries, for example, cannot ignore the critical metal zinc. Here are a few ideas for your portfolio.
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Commented by André Will-Laudien on July 31st, 2025 | 07:25 CEST
Defense remains number one – another 200% with Heidelberger Druck, Almonty, Hensoldt, and DroneShield?
When the word "defense" is heard on the trading floor, investors' hearts beat faster. This was recently evident in an 80% rally by Heidelberger Druck in just 48 hours. Who would have thought it, given that Germany has benefited from the "peace dividend" for over 25 years and virtually eliminated its defense capabilities. Today, with conflicts and threats lurking around every corner, weapons and defense technology are back in the spotlight. From an economic perspective, it is encouraging that Germany can reestablish an industrial foothold in this field, especially as the automotive sector is facing headwinds. However, a detached view of the context reveals that profits and prosperity for shareholders are now being generated from the construction of machines that are directed against human life. This is a novelty in the German political potpourri, where the sector has been regulated for years, and the left wing tends to have the say. Where are the opportunities for investors?
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