Mining
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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Commented by Fabian Lorenz on October 8th, 2025 | 07:05 CEST
New opportunities in GOLD and defense! Are Steyr Motors and AJN Resources better than RENK? Profit-taking at First Majestic?
The rally in defense, gold, and silver is underway! Is it time to take profits and take a closer look at latecomers like Steyr Motors and AJN Resources? Steyr is digesting its 200% rally since March and continues to deliver positive news. AJN Resources shares have catch-up potential in the gold sector. In the vicinity of a mega mine, the Company's project shows potential for several million ounces of gold. Exciting results are expected in the coming weeks. And what are the core investments RENK, Barrick Mining, and First Majestic Silver doing? Are gains of up to 380% enough?
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Commented by Nico Popp on October 8th, 2025 | 07:00 CEST
US industrial policy at a turning point – how shareholders stand to benefit: MP Materials, Intel, Almonty
The administration of US President Donald Trump has shaken things up considerably in its first few months in office. Some changes unsettle observers, while others could serve as a blueprint for other economic regions such as the EU. A good example of the latter scenario is the US's direct investments in companies that are essential to critical supply chains. Examples include rare earths producer MP Materials, chip developer Intel, and lithium company Lithium Americas – the US now holds shares in all three companies. We analyze the strategy behind this policy and what it could mean for other suppliers of critical metals, such as tungsten producer Almonty Industries.
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Commented by André Will-Laudien on October 8th, 2025 | 06:55 CEST
Drone warfare and armament – Caution with Rheinmetall, Hensoldt, and thyssenkrupp, but 150% upside with Antimony Resources
Recent geopolitical events impressively highlight the critical need for strategic metals. While tungsten producer Almonty has surged by over 1,000%, risk-aware investors are now turning their attention to Antimony Resources. With properties that are indispensable for ammunition, electronics, and protection systems, antimony is emerging as a key strategic metal for modern defense and high-tech industries. The heavy reliance of Western nations on a few producing countries, such as China, is increasingly bringing security of supply into the focus of geopolitical debates. Without a stable supply chain, there is a risk of bottlenecks that threaten not only defense capabilities but also technological sovereignty. Investors and industry players are therefore increasingly seeking alternative sources and recycling solutions to meet rising demand in a sustainable manner. Meanwhile, defense stocks are currently consolidating at a high level. Is the rally now entering its final phase?
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Commented by André Will-Laudien on October 7th, 2025 | 07:40 CEST
Gold explosion to just under USD 4,000! Now is the time to invest in Barrick Mining, Newmont, Kobo Resources and Allied Gold
The price of gold is currently benefiting primarily from the prospect of falling US interest rates, a weaker dollar, high geopolitical uncertainty, and massive purchases by central banks. In 2024 alone, around 1,045 tons flowed into their reserves, one of the most substantial increases in recent years. Almost logically, major US investment houses have raised their forecasts: Goldman Sachs expects around USD 3,700 per ounce by the end of 2025, JPMorgan sees an average of around USD 3,675 in the fourth quarter, and UBS even foresees up to USD 3,800. In particularly optimistic scenarios, industry insiders are already discussing levels beyond USD 4,000. Yesterday, the price was just below that at USD 3,950. It will be interesting to see how heavyweights Barrick and Newmont perform in this environment. In West Africa, Allied Gold and Kobo Resources are making positive headlines. The precious metals rally is clearly gaining momentum. Here are a few suggestions.
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