Mining
Commented by Stefan Feulner on May 26th, 2025 | 07:10 CEST
Cameco, Energy Fuels, Almonty Industries, Vonovia – Trump decision causes stocks to explode
US President Donald Trump is again flexing his muscles and sent stock markets worldwide into a tailspin at the end of the week. This time, his chosen target is not China or Russia, but instead Europe, which the Republican is hitting with his tariff hammer and threatening with import tariffs of 50%. Another plan to be implemented in the United States in the short term by decree is the acceleration of reactor approvals, which has led to double-digit gains for uranium stocks. The aim is to minimize dependence on energy imports.
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Commented by Nico Popp on May 23rd, 2025 | 07:00 CEST
The low-cost electric vehicle is here! Opportunities at BYD, Albemarle Corporation, and European Lithium
The Dolphin Surf is set to be a game-changer for BYD. For the first time, a compact electric vehicle costs less than EUR 20,000. It features modern technology without compromise. The Chinese electric vehicle manufacturer is striking a chord with buyers who have long wished for an affordable electric vehicle for city driving. We explain what this means for the European electric vehicle market and where investors can seize opportunities now.
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Commented by Mario Hose on May 20th, 2025 | 12:30 CEST
Almonty Industries: Why is the share price set to multiply, and is the supply chain breaking down?
In corporate development, there are various triggers for growth spurts and rising profits. At Almonty Industries (TSX: AII), the reason is clear: the Company will begin operating one of the world's largest tungsten mines in South Korea this summer. While other mining projects often still have to contend with lengthy approval processes or environmental regulations, and often offer little realistic prospect of success, Almonty is on the verge of expanding its production to such an extent that it could meet the entire demand of the US in the future. Those looking to invest in tungsten should go for the "original" – Almonty shares. The situation on the tungsten market is now so tense that the price in Shanghai has risen to a 12-year high of over USD 56 per kg. Accordingly, the profitability of Almonty's mines in Portugal and South Korea is likely to increase further. Uncertain times lie ahead for defense companies such as Hensoldt, Renk, Rheinmetall, and their suppliers. When will the supply chain break down? – More on this in the report.
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Commented by Fabian Lorenz on May 19th, 2025 | 07:10 CEST
RAW MATERIALS and DEFENSE! Sell Hensoldt? Buy Deutz and Globex Mining shares?
Raw materials and defense remain among the hot topics of the year. Globex Mining is benefiting not only from the gold boom but also from the battle for raw materials. The stock of the mining incubator currently offers an exciting entry opportunity. Analysts recommend buying Deutz. However, after a solid quarter, the engine manufacturer needs to shift up a gear or two to justify its valuation. A highlight was the development in order intake. This is precisely what Hensoldt is lacking. When a growth company's revenue increases more strongly than its order intake, investors should at least keep an eye on it. Analysts are also skeptical regarding Hensoldt's valuation and recommend selling the stock.
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Commented by André Will-Laudien on May 15th, 2025 | 07:15 CEST
100% buying frenzy at Palantir, investors look to D-Wave, European Lithium, and SMCI
First the sell-off, then a new high for the year. Investors can speculate about which of the recent erratic movements was the "right" one. A 20% correction in response to unresolved tariff claims was followed by a 30% rally to new highs of over 23,900 points on the DAX 40 index. The NASDAQ saw an even sharper correction, with tech stock Palantir halving in value before doubling again within four weeks. In between, Q1 figures were released that, in truth, merely met expectations. SMCI and D-Wave Quantum are now back in the spotlight due to their high beta. For those focusing on Greenland and strategic metals, European Lithium is worth a closer look. We help with the analysis.
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Commented by Armin Schulz on May 15th, 2025 | 07:10 CEST
Exploding profits? BYD's exports, Power Metallic Mines' drilling, Mercedes-Benz's tariff tactics
The mobility transition is accelerating, but the road to an electric future is fraught with dynamics and dilemmas. While global demand for electric vehicles is exploding, shortages of key raw materials such as nickel, copper, lithium, and cobalt threaten to slow down ambitions. Innovations in recycling, alternative materials, and ethical sourcing are becoming a decisive competitive advantage. At the same time, new technologies and government subsidies are pushing the market into an era full of opportunities. Three players are at the center of this upheaval: BYD as a battery pioneer, Power Metallic Mines as a raw material supplier, and Mercedes-Benz as a premium manufacturer, who are jointly rewriting the rules of the green revolution.
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Commented by Fabian Lorenz on May 15th, 2025 | 07:00 CEST
Another 150%+ with Almonty stock? US defense industry and NASDAQ listing drive revaluation of the tungsten gem!
The revaluation of Almonty shares is progressing excellently and gaining new momentum. After rising over 150% within six months, the tungsten gem has consolidated healthily in recent weeks. However, there are good reasons to expect further price increases: China is using tungsten as a weapon in the geopolitical power struggle. The latest major order for Almonty from the US shows how urgently defense companies – but also other key industries – need this critical metal. An upcoming NASDAQ listing is expected to drive the share price and could pave the way for an anchor investor or even lead to a takeover. Analysts consider the fair value of Almonty shares well above the current level.
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Commented by André Will-Laudien on May 13th, 2025 | 07:20 CEST
Defense out - Time to buy commodities! Hensoldt, Globex Mining, Barrick, Mutares, and Steyr
That is how quickly market darlings can fall out of favor. Just last week, Rheinmetall & Co. were hitting record highs, but as of Monday, the euphoria came to a sudden halt. Trump agreed with China on lower tariffs, and Volodymyr Zelenskyy will travel to Turkey on Thursday to sit down with Russia's aggressor, Vladimir Putin. At the moment, this is still hard to believe. For the capital markets, however, this means a shift: out of defense and into high-tech and automotive stocks, the biggest winners of recent hours. The whole thing could be seen as a healthy rotation, as the major indices are at record levels, while tech and automotive stocks have corrected significantly in recent weeks. Once again, the cards are being reshuffled. For Globex Mining, the setback is suitable for medium-term follow-up purchases.
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Commented by Armin Schulz on May 13th, 2025 | 07:00 CEST
When returns meet security: Why Almonty Industries is suddenly everyone's darling!
In 2025, the world looks at a map full of conflicts: tensions are escalating in Ukraine, the Middle East, and along new geopolitical fault lines in Asia and Africa. Hopes for peace are giving way to a reality of rearmament and militarization. This dynamic is fueling the defense industry. But its boom depends on an inconspicuous metal: tungsten. With its unique heat resistance and density, it is irreplaceable for armor-piercing ammunition, missiles, and high-performance alloys. While China dominates the global market, a Canadian company is stepping into the spotlight: Almonty Industries. With the revival of the legendary Sangdong mine in South Korea and strategic partnerships, Almonty could become a key player for the West.
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Commented by Fabian Lorenz on May 12th, 2025 | 07:05 CEST
Gold at USD 6,000 and takeover rumors: Evotec, Barrick Gold, and Desert Gold shares
Evotec shares shot up by over 10% on Friday. Is it due to the payment from the Gates Foundation? Or is there a new attempt to buy German biotech companies soon? Desert Gold is a hot takeover candidate in the gold sector. The Canadians aim to expand their resources to 2 million ounces and start production soon. Analysts at GBC Research believe the share price could multiply. GBC's estimates are based on a gold price of USD 2,300. Currently, the precious metal is trading above USD 3,000. According to experts, USD 6,000 is even possible. In that case, even Barrick could strike it rich. However, the latest first-quarter report failed to provide new momentum for the stock. Are acquisitions needed?
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