Mining
Commented by Fabian Lorenz on February 3rd, 2026 | 07:15 CET
US government pours billions into USA Rare Earth - Could Antimony Resources be next?
Almonty Industries, MP Materials, and other commodity stocks have already demonstrated the new reality: in today's geopolitical environment, commodities are becoming critical, and stock prices can multiply dramatically. Antimony Resources offers investors an opportunity to participate at a comparatively early stage. History shows that when mining companies transition from explorer to producer, valuations can move into the billions. Despite a strong rally, Antimony Resources is still valued at "only" around EUR 50 million. Due to pressure from the US government and a mining-friendly jurisdiction, Antimony Resources could advance toward production significantly faster than is typical in the sector. A direct involvement by the US government would not be surprising. After investments in MP Materials, Vulcan Elements, and Trilogy Metals, the Trump administration recently pumped billions into USA Rare Earth. Could Antimony Resources be next?
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Commented by Armin Schulz on February 3rd, 2026 | 07:05 CET
Zinc boom, turnaround, and biotech growth: How to profit with Pasinex Resources, Puma, and Evotec
In volatile markets, investors are looking for exceptional opportunities. Three companies stand out in this regard. A commodities company with exceptional zinc projects, a sporting goods manufacturer undergoing radical transformation, and a biotech pioneer with a unique platform model. The combination of momentum, strategic turnaround, and long-term growth promises attractive return opportunities. We analyse the promising prospects of Pasinex Resources, Puma, and Evotec.
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Commented by Nico Popp on February 3rd, 2026 | 07:00 CET
Crash as a reality check for AMD and First Majestic: Why silver and AI are correcting while Almonty stands firm on rising tungsten prices
Market sentiment has shifted sharply in recent weeks: what began as profit-taking has developed into a real stress test for investors' nerves. The sectors most celebrated in recent months – AI stocks and precious metals – have taken a beating. Yet amid this turmoil, one phenomenon is emerging that should make investors sit up and take notice: the tungsten market is completely decoupled from the crash and, seemingly immune to Wall Street panic, is hitting new highs. Tungsten, the indispensable backbone of Western defense and heavy industry, is becoming more expensive while almost everything else is falling. In this environment, Almonty Industries is emerging as a quasi-monopolist with excellent prospects to deliver long-term gains for its shareholders.
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Commented by Stefan Feulner on February 2nd, 2026 | 07:35 CET
Antimony Resources – Geopolitical commodity leverage
The world is heading toward a new commodity conflict, and antimony is suddenly in the spotlight. Neither the defense industry nor modern technologies can function without this metal. But, as with rare earths, the West is dependent on China. Amid this geopolitical imbalance, Antimony Resources Corp. is coming into focus. The Company is developing one of the more advanced and promising antimony projects in North America in a secure jurisdiction and with convincing recent progress. This presents investors with a rare opportunity to invest early in a strategic commodity that is becoming increasingly valuable, both politically and economically.
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Commented by Nico Popp on February 2nd, 2026 | 07:15 CET
Not all nickel is created equal: How Power Metallic Mines stands out from the crowd – Talon Metals and Magna Mining as role models
The nickel market has been experiencing a split for some time now, forcing investors to rethink their strategies. At first glance, there is enough of this important industrial metal available, as Indonesia has flooded the markets in the past with material from its huge laterite deposits. But appearances can be deceiving. There have long been two markets for nickel: a market for bulk nickel, which is produced primarily in Indonesia with high energy consumption and questionable environmental standards, and a premium market for high-purity, ESG-compliant sulfide nickel, which is indispensable for the high-performance batteries of the Western automotive industry. While prices on the London Metal Exchange (LME) are capped by the Indonesian oversupply, strategists such as Tesla and GM are paying significant premiums behind closed doors for material that is not only chemically pure but also geopolitically and ecologically sound. In this exclusive club of North American nickel projects, Power Metallic Mines is positioning itself as one of the most exciting stocks. With its high-grade NISK discovery in Québec, the Company occupies precisely the niche that Donald Trump has declared a matter of national security through the US "One Big Beautiful Bill" legislation.
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Commented by Armin Schulz on February 2nd, 2026 | 07:10 CET
Taking advantage of the crash: How Newmont, Silver Viper Minerals, and First Majestic Silver are poised for the silver boom
The sharp sell-off in precious metals on January 30 caught many investors off guard. Silver fell by as much as 34%, while gold declined by a more moderate 12%. This abrupt correction has unsettled markets, yet it may also be obscuring a significant opportunity. A structural supply deficit in silver is meeting with exploding demand from industry and technology. This imbalance forms the basis for a potentially powerful next phase in the silver cycle. Three companies appear particularly well-positioned to benefit from this dynamic: Newmont, Silver Viper Minerals, and First Majestic Silver. We take a closer look at their strategies.
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Commented by Nico Popp on February 2nd, 2026 | 07:00 CET
Uranium rush in the Athabasca Basin: Stallion Uranium follows in the footsteps of NexGen Energy – an opportunity for Cameco too?
The global energy industry is currently experiencing a renaissance that seemed unthinkable just a few years ago. Driven by the insatiable appetite for electricity of AI data centers and the geopolitical imperative to become independent of fossil fuel imports, nuclear power is making a comeback as an indispensable source of base load power. However, the nuclear power comeback is facing a harsh reality: the supply of nuclear fuel is lagging behind demand. While reactors are running longer and new ones are coming online, suppliers' inventories are running low. This structural supply deficit has sparked a race for the few remaining world-class deposits. The center of this search is in Saskatchewan, Canada, more specifically in the southwestern Athabasca Basin. A clear hierarchy has emerged here. Industry giant Cameco must produce, developer NexGen Energy has proven the geological potential, and explorer Stallion Uranium has secured the strategically crucial land package to cause a sensation with the next big discovery. We get to the bottom of the details.
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Commented by Armin Schulz on January 30th, 2026 | 07:35 CET
Electromobility needs graphite just as much as AI needs energy – a closer look at BYD, Graphano Energy, and Intel
The energy transition will reach a critical point in 2026: storage facilities will become systemically important infrastructure, driven by electromobility and the exploding demand for electricity from AI. This boom is driving demand for high-performance batteries and essential raw materials such as graphite to unprecedented heights. Anyone who wants to identify the structural winners of this megatrend should keep an eye on three key players: e-mobility pioneer BYD, raw materials specialist Graphano Energy, and chip giant Intel.
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Commented by André Will-Laudien on January 30th, 2026 | 07:30 CET
Is antimony the new tungsten? Why Antimony Resources could become a similar story to Almonty Industries
Out of the niche and into the spotlight! Antimony was considered a forgotten metal for decades until geopolitical upheavals shifted the focus to critical metals. Today, it is at the center of a geopolitical and economic realignment because it is indispensable for numerous high-tech and defense applications. China, a long-time dominant supplier, has drastically restricted its exports, leading to noticeable supply bottlenecks in many industries, from battery production to military equipment, and driving prices to historic levels. These restrictions have destabilized strategic supply chains and prompted Western governments, such as the US, to take massive security measures. Analysts and the media emphasize that this shortage is not just a temporary market phenomenon, but an industrial policy issue that affects production, prices, and investment worldwide. Canadian explorer Antimony Resources is just beginning to tell its story, which in its early stages shows many parallels to Almonty Industries. It is worth taking a closer look.
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Commented by Carsten Mainitz on January 30th, 2026 | 07:00 CET
Business is booming, stocks are booming: Almonty Industries, Rheinmetall, and TKMS in focus
Shares in commodity producers and defense companies are booming. Geopolitical conditions and structural long-term demand trends form the basis for a sustained positive climate. Almonty Industries stands out in particular as a leading global producer of the critical raw material tungsten. Demand from the defense, aerospace, high-tech and other strategic industries is growing massively worldwide, especially in the United States. The price of tungsten rose by over 160% last year and continues its upward trend this year.
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