Mining
Commented by Nico Popp on December 5th, 2025 | 07:00 CET
Siemens Energy, Deutsche Bank, Almonty: Why 2025 belonged to the tankers – and 2026 will be the year of the speedboats
There are years on the stock market that are remembered for decades. 2025 was one such year. It was the year the old economy made its comeback. Who would have thought 12 months ago that a former DAX turnaround candidate would outperform tech stocks? Or that a major German bank would suddenly be viewed as a highly attractive core investment? The scoreboard does not lie: the big tankers delivered. However, stock market history rarely repeats itself exactly. While many blue chips are now trading at high valuations and no longer offer much upside potential, experienced investors are already positioning themselves for the next cycle. A presentation at the International Investment Forum (IIF) on Wednesday provided a decisive clue as to where the momentum may shift in 2026.
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Commented by Armin Schulz on December 4th, 2025 | 07:20 CET
Take advantage of the panic: Why buy Rheinmetall, Almonty Industries, and DroneShield now?
A sharp drop in share prices is shaking the defense industry. Triggered by short-term hopes for peace, the markets are ignoring the unchanged robust fundamentals: bulging order books and rising global defense budgets. This discrepancy opens up strategic entry opportunities. Three key companies, artillery and vehicle manufacturer Rheinmetall, critical raw materials supplier Almonty Industries, and drone defense specialist DroneShield, are in focus and stand to benefit from sustained demand.
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Commented by André Will-Laudien on December 4th, 2025 | 07:00 CET
Gold & silver with a record year – 100% in 2026 too? Barrick, Kobo Resources, First Majestic, and Endeavour Silver
Gold and silver remain the surprise of 2025. Despite many prophecies of doom, both precious metals have so far managed to hold on to their record highs of USD 4,350 and USD 58.50, respectively. After a brief correction at the end of last week, the highly volatile silver price quickly rose back to the USD 58.00 mark. Experts warn of an approaching pain threshold for short sellers and futures speculators. They had hoped to be able to close their uncovered positions at a favorable price before the approaching settlement date on November 28. Far from it, because on Friday, metals took off again. According to traders, it is currently almost impossible to procure sufficient quantities of physical silver to cover the many derivative transactions. This is leading to unusual behavior on the market. So where should investors pay close attention now?
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Commented by Armin Schulz on December 3rd, 2025 | 10:25 CET
The moat strategy promises success in your portfolio: An analysis of Palantir, RZOLV Technologies, and D-Wave Quantum
In today's stock market landscape, a sustainable competitive advantage determines exceptional returns. Real moats, whether through impenetrable software, new technologies, or revolutionary hardware, reliably shield sources of profit and regularly outperform the market. The search for such protective mechanisms leads to three pioneers who dominate their fields with technological supremacy: Palantir, RZOLV Technologies, and D-Wave Quantum.
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Commented by Fabian Lorenz on December 3rd, 2025 | 10:20 CET
US government strengthens Bayer! Almonty next? What is Novo Nordisk doing?
A bombshell at Bayer: The US government has officially sided with the Company. If the Supreme Court follows the recommendation, the Leverkusen-based company could largely put the glyphosate issue behind it as early as next year. Investors and analysts are enthusiastic. Almonty Industries is also in intensive discussions with the US government. CEO Lewis Black emphasized this in an interview with Fox Business. The Company plans to start mining tungsten, which is critical for defense and aerospace, among other things, in the US as early as next year. Since 2015, the US has been 100% dependent on imports. Analysts see 40% upside potential. Novo Nordisk shares are currently looking for a bottom. To reduce its dependence on Ozempic, the Danes have concluded a billion-dollar deal.
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Commented by André Will-Laudien on December 3rd, 2025 | 07:30 CET
Gold, drones, and specialty glass! Just like that, 200% gains out of nowhere with DroneShield, AJN Resources, and Gerresheimer
The stock market is showing its volatile side. While AI, defense, and tech stocks are consolidating, gold and silver are skyrocketing. Sector rotation is therefore in full swing at the end of the year. It is time to take a closer look at some notable movements, because every bull and bear market contains the seeds of the next reversal. DroneShield up 1,000% and then down 75%, AJN Resources suddenly up 200% from a standing start, and Gerresheimer, a fallen angel down 60%, a battered member of the German SME sector. We take a closer look at these stocks – where is it worth taking action?
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Commented by Carsten Mainitz on December 2nd, 2025 | 07:20 CET
Watch out! Take advantage of the price correction in Almonty Industries, Rheinmetall, and RENK!
According to a study by consulting firm EY-Parthenon and DekaBank, direct defense investments by European NATO countries are expected to rise to EUR 2.2 trillion by 2035. Based on this enormous surge in demand, companies and analysts are forecasting strong growth with rising margins. The medium- and long-term outlook is therefore positive. A possible price consolidation presents a good opportunity to pick up a few shares at a low price. Another exciting investment area is critical metals, which are indispensable for the defense industry, among others. Tungsten producer Almonty Industries stands out positively in this regard.
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Commented by Fabian Lorenz on December 2nd, 2025 | 07:10 CET
Critical raw materials for the US! Standard Lithium, MP Materials, Graphano Energy shares
Shares in the critical raw materials sector have completed their correction, and investors are buying again. Standard Lithium impressed with a positive quarterly report. Progress is being made on the lithium projects. Graphano Energy has important data coming up in the next few weeks. With its projects in Canada, it is benefiting directly from the fact that governments in North America have recognized the seriousness of the situation and are promoting industry. There is also takeover speculation. As is well known, the US government has directly invested in MP Materials. Following the quarterly figures, analysts are recommending buying MP shares.
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Commented by Fabian Lorenz on November 28th, 2025 | 15:40 CET
Takeover of Puma? Buy DroneShield and Antimony shares now?
A bombshell at Puma! Takeover rumors surrounding the sporting goods group are gaining momentum again. The share price exploded by over 14% yesterday. Could there even be a short squeeze? Commodity investors take note. Antimony Resources has established itself among investors this year, celebrated operational successes, and its shares still appear to be inexpensive. In the latest report, the resource estimate for the antimony project in North America was doubled. The potential for this critical metal is expected to be finalized as early as the first quarter of 2026. With an order in the bag, DroneShield's stock gained more than 20% this week. A rebound or a new upward trend?
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Commented by Fabian Lorenz on November 28th, 2025 | 07:10 CET
A 100% price gain not enough? Barrick Mining, First Majestic Silver, and gold gem Kobo Resources!
Barrick Mining's share price has risen by over 100% in the current year. The consolidation of the gold price in recent weeks has had virtually no impact on the Company, and analysts see further upside potential. The Company is closing a billion-dollar deal, and the major problem within the group appears to have been resolved. Now, precious metal prices are rising again. This should also herald a return to prosperity for exploration companies. Kobo Resources is emerging as a hot takeover candidate. The gold explorer has reported high-grade results. A neighbor will be watching developments closely. And what is First Majestic Silver doing? The Company has divested itself of a stake.
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