Mining
Commented by Stefan Feulner on September 15th, 2025 | 07:10 CEST
Equinox Gold, AJN Resources, K92 Mining – Gold boom with clear signals
The price of gold is currently only moving in one direction: Steeply upwards! After jumping above the previous record high of USD 3,500 per ounce, the USD 4,000 mark is now within reach. Central banks are buying massively, and investors are seeking security amid geopolitical crises, thereby driving up prices. Gold mining stocks are now benefiting enormously from this development. We present three stocks that are particularly in focus and are being carried by the current momentum.
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Commented by André Will-Laudien on September 15th, 2025 | 07:00 CEST
Security is key – Acquisitions continue to drive growth! 100% bull market possible with Almonty, Steyr, Mutares and Deutz
The stock markets are looking for direction! While the Russia-Ukraine conflict enters the next round with the drone incident in Poland, prices for strategic metals continue to rise. Western industries are under pressure from NATO rearmament and are looking for secure jurisdictions to be able to process highly sensitive orders. Supplies of critical raw materials from China have fallen by 90% since March 2025, with only long-term contracts still being fulfilled. But what about the current boom in orders? The price of the critical metal tungsten has doubled within 12 months. The primary beneficiary is Almonty Industries, as it already has active mines in Europe and is about to launch a mega-project in South Korea. Highly exciting, but also a challenge for investors. What happens next?
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Commented by Armin Schulz on September 12th, 2025 | 07:00 CEST
NATO attack!? How to IMMEDIATELY arm your portfolio with RENK Group, Antimony Resources and Deutz
The presence of Russian drones on Polish territory - a NATO member - marks a dangerous escalation in the security situation. With a swift ceasefire in Ukraine increasingly seeming a distant prospect, investors should refocus their attention on defense stocks. This new escalation is directly fueling demand for modern defense technology and opening up tangible opportunities for investors in specialized suppliers. Three companies that stand to benefit directly from this trend are RENK Group, Antimony Resources and Deutz.
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Commented by Fabian Lorenz on September 11th, 2025 | 07:20 CEST
Almonty set for TAKEOVER? RENK after 260% rally! D-Wave Quantum faces exciting weeks ahead!
Almonty is making headlines with takeover plans in the US – tungsten production on American soil could help solve one of the country's strategic problems. It is difficult to understand why the share price did not react more strongly to the Bloomberg interview. Analysts already see 50% upside potential for Almonty shares and a 2027 P/E ratio of 5. RENK has also impressed with a 260% rally and strong half-year figures. With a new, state-of-the-art transmission for light tracked vehicles, the MDAX company is positioning itself for autonomous military technology. The coming weeks are likely to be exciting for D-Wave. The quantum high-flyer is participating in numerous international conferences. These provide a stage for technological advances and new customer contacts and could catapult the stock out of its sideways movement.
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Commented by Armin Schulz on September 11th, 2025 | 07:15 CEST
The Hidden Champions of 2025: Puma, Sranan Gold and AMD – Where it might be worth getting in
As an investor, it is often wise to find hidden gems rather than buy expensive market leaders. While large corporations are often overvalued, undervalued small caps offer unique opportunities. Whether as turnaround candidates, commodity gems, or technology leaders, these specialized companies have the potential to dominate their niches and initiate a quiet catch-up rally. For savvy investors, this second tier is the real source of above-average returns. Three promising candidates that embody this profile are sporting goods manufacturer Puma, gold explorer Sranan Gold, and chip designer AMD. Let's take a look at their current situation.
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Commented by André Will-Laudien on September 11th, 2025 | 07:00 CEST
In peace and war – Defense stocks poised for the next leap: Volatus Aerospace, thyssenkrupp, DroneShield and Rheinmetall
Europe's defense industry is facing an unprecedented wave of investment. The combination of long-term secure financing, political resolve, and technological modernization is creating an attractive environment for providers of defense systems, sensor, and AI solutions. Analysts expect average growth rates of 5 to 10%, which will see the market expand from around EUR 125 billion to approximately EUR 170 billion by 2030. The key drivers are the EU's massive investment offensives, which aim to mobilize up to EUR 800 billion through the new SAFE financial instrument. This is a historic turning point for rearmament - especially after 25 years of disarmament. The package includes EUR 150 billion in loans for the joint procurement of high-tech systems such as drones, air defense, and artillery. Which stocks stand to benefit from this scenario?
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Commented by Nico Popp on September 10th, 2025 | 07:25 CEST
German-Canadian raw materials alliance: Graphano Energy, Volkswagen, Magna International
February 1, 2025, came as a shock to many Canadians. On that day, US President Donald Trump imposed tariffs on Canada and repeatedly suggested the country could become a US state. In response to these trade barriers, Canada sought to reduce its dependence on the US. An obvious partner is the EU. The two economies already entered into a strategic raw materials partnership in 2021. In this article, we explore the prospects for joint supply chains for electric vehicle batteries and highlight which companies stand to benefit.
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Commented by Armin Schulz on September 10th, 2025 | 07:15 CEST
Critical raw material supply: Rheinmetall's risk, Almonty Industries' opportunity, and Xiaomi's trump card
One strategic metal dominates the plans of military and tech companies: tungsten. Indispensable for high technology, from precision ammunition to powerful electric car motors, its supply is becoming a geopolitical issue. Western nations are fighting for supply independence, catapulting a previously overlooked mining operator into a unique position. This development reveals drastic dependencies and creates clear winners. Three companies exemplify this new reality: Rheinmetall, Almonty Industries, and Xiaomi.
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Commented by André Will-Laudien on September 10th, 2025 | 07:00 CEST
Will Trump's tariffs be stopped by the courts? Gold and silver on the rise – Deutz, Desert Gold, Renk, and Hensoldt in focus
A US appeals court has declared most of Trump's tariffs unlawful under the International Emergency Economic Powers Act (IEEPA) of 1977. This law allows the president to take economic measures against foreign countries in the event of a declared national emergency. However, no such national emergency currently exists. Instead, the US economy is growing at a moderate pace, while benefiting from the energy supply emergencies in Europe and further defense support for Ukraine. The US is no longer simply giving these goods away; instead, it now provides loans or sells them to allied countries. This creates significant uncertainty in the markets, which in turn is fueling defense stocks as well as gold and silver. New highs were reached at USD 3,640 for gold and USD 41.5 for silver. Where do the opportunities lie for investors?
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Commented by Fabian Lorenz on September 9th, 2025 | 07:30 CEST
Gold and defense stocks are unstoppable! Barrick Mining, Deutz, Dryden Gold
Gold and defense stocks are currently dominating the markets. The price of gold has reached a new record high of over USD 3,600 per troy ounce, and experts are forecasting prices of up to USD 5,000. Barrick Mining is finally benefiting from this. The investor favorite has jumped and gained 50%. Newmont has performed even better. Investors are now betting on successful explorers like Dryden Gold. The Canadians are reporting strong drilling results, and analysts see considerable potential. The latest "gap drilling" also highlights that the Gold Rock project could develop into a large-volume deposit. Only defense stocks can almost keep up with the performance of gold. Deutz surprised investors with a takeover in the drone sector and is trading at its highest level since 2007. Analysts praise the move, and the chances of inclusion in the MDAX are increasing.
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