Mining
Commented by Carsten Mainitz on January 29th, 2026 | 07:45 CET
Antimony: Critical raw material becomes a geopolitical factor – Antimony Resources poised for revaluation
Antimony Resources is quietly emerging as a raw materials story with enormous strategic impact. The critical raw material antimony is relevant to security, indispensable to industry, and too unevenly distributed globally. In an environment where supply chains are politicized and critical raw materials are becoming geopolitical weapons, the Company is set to increasingly come into focus with Bald Hill, the largest antimony project in North America. Investors who recognize the trend early on are securing a place at the beginning of a highly exciting and lucrative investment story.
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Commented by André Will-Laudien on January 29th, 2026 | 07:30 CET
The witch dance continues! Another 100% with TKMS, DroneShield, Pasinex, or the new CSG?
The stock markets are extremely volatile, so it is time to take a closer look at some of the key players. Many investors are now focusing on a scenario of ongoing war. Hardly anyone expects real peace to be achieved, as a recent survey shows: 72% of those surveyed do not expect any of the existing trouble spots to enter a state of peace in 2026. This means that public skepticism is higher than the current "super summit talks" between the superpowers around the globe would suggest. In addition to defense stocks, commodity stocks also remain in a state of constant battle. Scarce metals appear to be becoming even scarcer, judging by the spot price. Anyone looking at the precarious situation in Europe should take a closer look at Pasinex Resources' zinc project. Here are a few tips on how to generate a 100% return.
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Commented by Fabian Lorenz on January 29th, 2026 | 07:00 CET
Puma takeover is becoming more concrete! Should investors buy Evotec and Silver Viper shares next?
Takeover speculation has been swirling around Puma for some time. Now it has become more tangible: Anta has secured a 29% stake in the German sporting goods group, paying EUR 35 per share. However, the euphoria on the stock market is limited. Are there better opportunities for investors to profit from takeover speculation? One candidate in the hot silver market is Silver Viper. The Company is pushing ahead with exciting projects in Mexico. Its recent capital increase met with strong demand, and a financially powerful potential buyer already has a foot in the door. And what about Evotec? The perennial takeover candidate is still not gaining momentum. That said, the biotech company is benefiting from the sale of one of its own holdings, which is expected to bring in around USD 160 million.
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Commented by Armin Schulz on January 29th, 2026 | 06:55 CET
Raw materials, armaments, returns: The investment logic behind Almonty Industries, Rheinmetall, and Lockheed Martin
The global economy is under intense pressure. Geopolitical conflicts are causing shortages of critical raw materials and forcing nations to embark on a massive arms race. These two megatrends are creating unique profit opportunities for companies that are positioned at the crucial points of this value chain. Those who understand the strategic connection between vital resources, modern defense technology, and the highest level of security technology can profit. An analysis of the key players - Almonty Industries, Rheinmetall, and Lockheed Martin - reveals how investors can position themselves along this strategic value chain.
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Commented by Armin Schulz on January 28th, 2026 | 12:00 CET
In the eye of the commodities storm: How Aspermont, with its 190-year history, is becoming the data center of the mining industry
Gold is breaking records, copper is driving the energy transition, and critical raw materials such as rare earths are becoming a geopolitical currency. While investors are considering direct commodity investments, a company that has transformed itself into an indispensable architect of this new era is operating in the background: Aspermont. Once a traditional specialist publisher, the Company has quietly evolved into a data-driven control center for global mining. In a market characterized by resource nationalism and supply chain stress, reliable information is the most valuable commodity. Aspermont delivers just that, not as a cyclical player, but as a provider of critical infrastructure for decision-making. This transformation is complete, financially sound, and meets with a perfect environment.
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Commented by Carsten Mainitz on January 28th, 2026 | 07:30 CET
Silver Viper Minerals – The perfect combination of a silver boom, exploration potential, and takeover speculation
All eyes are on silver. Recently, the price per troy ounce almost reached the USD 120 mark. Even though short-term speculation is on the rise, one thing is certain: the silver market is experiencing a sustained and structural supply deficit. All in all, these are favorable conditions for existing and prospective producers. Mexico is the global leader in silver production and is dynamically developing new deposits. Investors can benefit from this situation with Silver Viper Minerals shares. Under the leadership of an experienced management team with a strong track record, the Company is developing large, high-quality silver properties in the Central American country. Further progress is also fueling takeover speculation.
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Commented by Nico Popp on January 28th, 2026 | 06:55 CET
The Amazon effect in the commodities sector: Why Almonty Industries is on the path to strategic invulnerability
There is an exclusive league of companies whose business models have developed such appeal that they are beyond traditional competition. When consumers think of online retail today, Amazon is almost inevitably the first port of call. When it comes to athletic performance, Nike is the global leader. These corporations have created so-called economic moats that are based not only on marketing, but also on deep integration into our everyday lives. A similar development is now emerging in the strategic raw materials sector, albeit largely unnoticed by the general public. Almonty Industries, a Western producer of the critical metal tungsten, is in the process of establishing a position that is structurally reminiscent of the dominance of the big tech giants. While China has historically controlled the global tungsten market, Almonty is building its Western counterpart with its Sangdong mine in South Korea and other projects. The Company holds the largest tungsten deposit outside China. It combines this geological uniqueness with technological foresight that transforms it from a simple mining company into an indispensable partner for the defense and high-tech industries.
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Commented by Carsten Mainitz on January 27th, 2026 | 07:20 CET
Let profits run: Power Metallic Mines, Barrick Mining, and TKMS – There is still a lot of potential here!
The bull market for precious metals is gaining momentum. Gold and silver reached new historic highs with prices above USD 5,000 and USD 100 per troy ounce. Prices for critical raw materials and industrial metals are also rising. This is fueling further price increases for precious metal and commodity producers such as Barrick Mining. Up-and-coming producers such as Power Metallic Mines, whose assets have strategic value due to their jurisdiction, size, and quality, also offer promising opportunities. In addition, defense stocks continue to be popular with investors.
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Commented by Fabian Lorenz on January 27th, 2026 | 07:15 CET
Silver is unstoppable! Defense stocks in demand! Steyr Motors, Deutz, and Silver North Resources in focus
Silver is currently breaking all records and even eclipsing its big brother, gold. Yesterday, the price of silver climbed to over USD 108. And for good reason: the precious metal is not only a crisis currency, but is increasingly becoming a "critical commodity." Investors who want to profit should not only look at the basic investments, but also at the second-tier winners. In the case of silver, this is Silver North Resources. The explorer's two projects in Canada are so convincing to investors that the current capital increase has been topped up, and the Company is fully financed for two years. The stock now offers an entry opportunity. Steyr Motors shares are also back in the fast lane. A framework agreement with minimum purchase quantities from Asia is providing new momentum. Deutz shares are close to their all-time high. Both engine manufacturers are benefiting from the defense boom.
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Commented by Nico Popp on January 27th, 2026 | 07:10 CET
Perpetua Resources and Mandalay as role models: How Antimony Resources is closing China's antimony gap
There are raw materials that have led a shadowy existence for decades, only to suddenly become a matter of national security overnight. Antimony is just such a case. The shiny silver semi-metal was invisible to investors for a long time, but geopolitical shifts have catapulted it into the spotlight. Without antimony, there would be no armor-piercing ammunition, no night vision devices, and no high-performance batteries for the energy transition. Alarm bells have been ringing in Western defense ministries ever since China, which dominates the market, drastically restricted exports of this strategic material, effectively using it as a geopolitical weapon. In this scenario, where physical availability is suddenly more important than price, a huge supply deficit is emerging. While the big mining companies often ignore this niche market, Canadian raw materials company Antimony Resources is positioning itself precisely in this gap. With a strategic project in stable Canada, the Company offers the answer to the question of where the West should source its antimony in the future.
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