Mining
Commented by Nico Popp on December 12th, 2025 | 07:15 CET
US banks declare a golden age: JPMorgan, Goldman Sachs, Kobo Resources and the maximum leverage
Wall Street's gold price forecasts for 2026 are unusually clear. Both JPMorgan and Goldman Sachs have raised their price targets significantly and see the precious metal on the verge of a historic breakout. But while the big banks primarily manage their business through volume and hedging, the market offers additional opportunities for speculative investors. Small explorers like Kobo Resources could become particularly interesting precisely because the big institutional players have not yet invested here.
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Commented by Fabian Lorenz on December 12th, 2025 | 07:05 CET
Comeback for Volkswagen, BMW & Co.? European Lithium shares benefit from 2 megatrends!
What a comeback for German automakers in the field of electric mobility! The Volkswagen Group accounts for 4 of the top 5 best-selling vehicles in Europe. BMW impresses in tests with its new iX3, which heralds a "new class" for the Munich-based company. The former market leader, Tesla, no longer plays a significant role, partly due to Elon Musk. The current challenger in Europe is now BYD, although the Chinese stock's chart remains far from convincing. In contrast, European Lithium's stock has exploded by almost 400% in the current year. Rare earths and lithium for Europe are driving the price.
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Commented by Armin Schulz on December 12th, 2025 | 07:00 CET
Peace shock or lasting boom? Rheinmetall, Almonty Industries, and thyssenkrupp under review
A new diplomatic dynamic is raising hopes for a possible end to the Ukraine conflict and presenting investors with a complex question. While any news of peace puts pressure on defense stock prices in the short term, structurally increased defense budgets and an ongoing modernization cycle are driving the industry forward in the long run. The real opportunity lies in the shift from an acute crisis to a predictable, steadily growing security industry. We analyze the starting positions of Rheinmetall, Almonty Industries, and thyssenkrupp.
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Commented by Carsten Mainitz on December 11th, 2025 | 07:20 CET
On the winning side – now and in 2026: Antimony Resources and Bayer, crash at Evotec!
The year 2025 is drawing to a close. It is time to focus on stocks and investment themes that could offer attractive returns in 2026. Trends such as AI, defense, and robotics are expected to continue. Further involvement in the commodities sector also appears lucrative. Here, investors can find an exciting second-tier investment story in the still largely undiscovered Canadian company Antimony Resources. But opportunities also exist in the blue-chip segment. Bayer has established a solid foundation this year, and analysts have recently raised their price targets significantly. For heavily punished stocks like Evotec, a turnaround could also emerge next year.
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Commented by Fabian Lorenz on December 11th, 2025 | 07:15 CET
DO NOT PANIC! Almonty, Standard Lithium, and DroneShield
Commodity gem Almonty experienced a significant price setback on Tuesday. But yesterday's recovery shows that there is no reason to panic. The Company is on its way to becoming a tungsten superpower. CEO Lewis Black left no doubt about this during his latest presentation to investors. According to him, the tungsten spot price could rise to USD 1,000 per MTU. Analysts expect significantly less, and Almonty is already achieving strong margins at USD 300. The fact that investors can react very sensitively after massive price gains was demonstrated by DroneShield's stock. But now the recovery rally is underway. Things are also happening at Standard Lithium. The Americans appear to be well on their way to securing billions of USD for the construction of their first lithium mine.
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Commented by Nico Popp on December 11th, 2025 | 07:10 CET
Pasinex, thyssenkrupp, Umicore: How industry and smart mining are benefiting from zinc's comeback
Zinc leads a shadowy existence in many investors' portfolios – unjustifiably so. While lithium, rare earths, and copper are often hailed as the only raw materials of the future, a quiet but significant shift is taking place in the zinc market. Zinc is essential for modern infrastructure, indispensable for the energy transition and the refinement of steel. We shed light on why zinc should now be back on the watch list and how three completely different players, thyssenkrupp, Umicore and Pasinex Resources, are accompanying this dynamic.
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Commented by Armin Schulz on December 11th, 2025 | 07:05 CET
Reasons for the gold rush in 2025 – How Barrick Mining, Kobo Resources, and Newmont are positioned
Gold is experiencing a historic upswing, driven by a shift in central bank policy, unabated central bank purchases, and escalating geopolitical tensions. This rare constellation is pushing the price of the precious metal into unprecedented territory and creating an extraordinary environment for selected miners. The exciting question is: Which companies are best positioned to benefit from this boom? The answer leads us to Barrick Mining, Kobo Resources, and Newmont.
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Commented by André Will-Laudien on December 10th, 2025 | 07:20 CET
Top performers for 2026 wanted! Siemens Energy, Globex Mining, JinkoSolar, and Nordex in focus
The 2025 investment year is nearing its end, with gains of just under 20% in both the DAX 40 and NASDAQ 100 indices. These two benchmarks remain the focus of attention for European investors, as they represent the benchmark for portfolios in their respective areas. Asset managers did not have an easy time of it until the middle of the year, as they had to switch back to "normal mode" very quickly after Trump's tariff correction in April, despite all the uncertainties. This meant bringing their clients' portfolios back into "risk-on" mode, which is very nerve-wracking in the current environment. Excessive government debt, never-ending geopolitical conflicts, and creeping inflation are leading to higher interest rates, which are considered poison for growth-oriented equity investments. Where can money be made in 2026? With today's selection, we attempt to navigate our way forward through the fog.
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Commented by Carsten Mainitz on December 10th, 2025 | 07:15 CET
What is going on? Sharp price swings for Almonty Industries, Klöckner & Co., and RENK!
Negotiations to end the war between Russia and Ukraine are dragging on. The 28-point plan originally drafted by the US government has now been reduced to 20 points and is to be presented to Ukraine. In general, skeptical voices are growing louder, with many not expecting an agreement to be reached anytime soon. Against this backdrop, defense stocks such as Rheinmetall and RENK are rising. Equally exciting is Almonty Industries, a Canadian manufacturer of the critical metal tungsten, which is also in high demand in the defense industry. Recently, the stock fell significantly to an attractive price level.
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Commented by André Will-Laudien on December 10th, 2025 | 07:10 CET
E-mobility to hit the roof in 2026? BYD on the rise, Graphano Energy strong and Mercedes-Benz chart breakout!
The black-red federal government plans to launch a new subsidy program for electric vehicles and plug-in hybrids at the beginning of 2026. The support is primarily aimed at people with low or middle incomes to make it easier for them to switch to electric mobility. The basic subsidy is expected to be around EUR 3,000 and can increase to a maximum of EUR 4,000 with child supplements and a bonus for very low incomes. Only vehicles with a net list price not exceeding EUR 45,000 will be eligible for funding, which means that higher-priced models will remain outside the program. Both the purchase and leasing of purely electric passenger vehicles (BEVs) and, according to media reports to date, plug-in hybrids will be eligible for funding. At the same time, the existing motor vehicle tax exemption for fully electric vehicles is to be extended, but for a maximum of 10 years and with a horizon until the end of 2035. The pendulum is therefore swinging in favor of electric vehicle manufacturers and necessary suppliers. Now is the time to get started!
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