Mining
Commented by Nico Popp on October 7th, 2025 | 07:15 CEST
Indonesia shock for car manufacturers – NISK offers hope: Mercedes-Benz, Ford, Power Metallic Mines
Indonesia is the global hotspot for nickel. According to the Institute for Energy Economics and Financial Analysis, around 50% of the global supply comes from this Asian country. But recently, the media and NGOs have put the country's "dirty" nickel in the spotlight. Environmental organizations are sounding the alarm: in the mining regions of Sulawesi and the Moluccas, the soil and coastal waters are reportedly contaminated, and in some places the sea is turning red due to mining residues. As reported by German broadcaster ZDF a few weeks ago, Mercedes-Benz also indirectly sources nickel from Indonesia. We take a look at what the consequences of these allegations are and why a promising nickel location may now return to the focus of industry.
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Commented by Fabian Lorenz on October 7th, 2025 | 07:10 CEST
SHARE PRICE EXPLOSION at Standard Lithium, European Lithium, MP Materials! These commodity stocks are outshining Barrick Mining!
It does not always have to be gold! Barrick has gained around 80% so far this year. The following commodity stocks are outperforming it significantly. European Lithium's share price has exploded by over 100% since Friday. Initially, a share buyback sparked the euphoria, then came the bombshell: Reuters reported a possible US government investment in Critical Metals. European Lithium holds the majority of the Company, which is focused on the exploration of a massive rare earths project in Greenland. The impact of a US entry was already demonstrated by MP Materials this summer, where Apple is also involved. Standard Lithium has gained an impressive 200% in six months. How far will the boom in critical raw materials drive these stocks?
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Commented by André Will-Laudien on October 7th, 2025 | 07:00 CEST
Total boom! Not 10% returns per year, but per day! The portfolio rockets: Almonty, Plug Power, Nel ASA and AMD
The financial markets are in a bullish mood. But not all stocks are performing like Almonty Industries, where the surge is driven purely by fundamental revaluation. After the gold rush in 2020/2021, hydrogen stocks underwent a prolonged 95% correction. For US industry leader Plug Power, this meant a sell-off from over USD 12 to a low of USD 0.75. In May, the correction came to an end, and the stock skyrocketed to over USD 4.75 yesterday – a fivefold increase in just four months. Nel ASA has followed a similar path, with a 15% turnaround from the bottom yesterday. These extreme movements are evidence of very high market liquidity. AMD surprised with a deal with OpenAI - fueling a 25% jump. The helium balloon keeps rising. Here is an overview of the action.
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Commented by Fabian Lorenz on October 6th, 2025 | 07:15 CEST
Analysts still recommend BUY even after a 1,300% increase! Siemens Energy, Nel ASA and Power Metallic Mines!
Siemens Energy is unstoppable. After a price increase of over 1,300% since the end of 2023, the share reached a new all-time high last week. Analysts see further potential and are raising their price targets. Another analysis firm is making itself look almost ridiculous. A new all-time high – and even more – is also beckoning for Power Metallic Mines. The multi-metal company has again reported strong drilling results and is working on uplisting its shares in the US. The CEO is set to present on Wednesday at the 16th virtual IIF. The mood at Nel ASA is quite different – analysts are lowering their price targets and remain skeptical, while competitor Plug Power is shining with a 200% rally.
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Commented by André Will-Laudien on October 6th, 2025 | 07:10 CEST
Defense first, then sell – Now it is time to load up on critical raw materials! Globex Mining, Hensoldt and RENK
Daily madness on the capital markets. While foreign drones circle over NATO territory conducting espionage, politicians in Brussels feel compelled to increase defense budgets once again. Even Ursula von der Leyen feels the pressure to act at the Denmark summit: "We must invest in real-time space surveillance so that no troop movements go unnoticed. We must heed the call of our Baltic friends and establish a drone defense system. This is not an abstract ambition – it is the basis of credible defense!" This is the next boost for the defense industry, and for the raw materials stock Globex Mining, things are really taking off now! We highlight which stock could become the next big gainer.
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Commented by Stefan Feulner on October 6th, 2025 | 07:05 CEST
Novo Nordisk, FuelCell Energy and Almonty Industries stage strong rebound
While many analysts are concerned about high valuations on the global stock markets, with the Warren Buffett indicator at a historic high, even exceeding its value before the dot-com bubble, the markets continue to rise from one high to the next. In fact, several companies staged a strong rebound last week, which is likely to pave the way for further gains by generating fresh buy signals.
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Commented by Fabian Lorenz on October 3rd, 2025 | 07:10 CEST
Drone wall for Europe! Almonty, DroneShield, and Hensoldt – Defense stocks taking off again!
The past few weeks have shown that Europe has been asleep at the wheel on drone defense. In Denmark, Poland, and Germany, these small aircraft are almost impossible to detect, and when they are, current countermeasures are inefficient and costly. At the EU summit in Copenhagen, Danish Prime Minister Mette Frederiksen warned of the "most serious threat since World War II" and called for urgent investment. Billions must now flow into radar systems, jammers, and interception technologies. This is electrifying defense stocks. Almonty, at the beginning of the value chain, supplies tungsten, a critical material also used in drones and missiles. Hensoldt, with its expertise in detection systems, is investing heavily in new solutions. Can DroneShield justify its billion-dollar valuation?
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Commented by André Will-Laudien on October 3rd, 2025 | 07:00 CEST
DAX breaks 24,000 – E-mobility booming! Keep an eye on BYD, Pasinex Resources, Nordex, and Siemens Energy
In the third quarter of 2025, the global e-mobility market once again grew strongly: more than 4.2 million new electric vehicles were registered worldwide, an increase of around 28% over the previous year. China remains by far the largest single market, but Europe is also recording double-digit growth rates, driven by manufacturers such as BYD, Tesla, and Volkswagen. At the same time, investment in new battery technology is increasing in order to secure the rising demand in the long term. The raw material zinc is becoming increasingly important, not only for corrosion protection and alloys, but also as a key component in innovative zinc-air batteries, which could represent a cost-effective and sustainable alternative to lithium. This development underscores how closely raw material markets and e-mobility growth are intertwined. Here are a few investment ideas.
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Commented by Nico Popp on October 2nd, 2025 | 07:15 CEST
Graphite problem solvers with small valuation: SGL Carbon, Mercedes-Benz, Graphano Energy
Battery-grade graphite is classified as a critical element in both the US and the EU. The reason: supply chains have been too dependent on China. Recent geopolitical shifts have caused decision-makers on both sides of the Atlantic to rethink their approach to graphite and other critical raw materials. Secure sources are now in high demand. At the same time, sustainability and environmental protection remain key requirements for projects. In this article, we explain the latest developments in the graphite market and how investors can benefit from them.
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Commented by Armin Schulz on October 2nd, 2025 | 07:00 CEST
Buckle up for the new precious metals era: Barrick Mining, Silver North Resources, and First Majestic Silver in focus
The signs are pointing to a new precious metals era. Driven by geopolitical upheaval, persistent inflation, and unprecedented demand from central banks, gold and silver are reaching new record highs. While gold shines as a safe haven, silver is also benefiting from the industrial boom, for example, in solar technology. This unique constellation opens up extraordinary opportunities for investors. Against this backdrop, it is worth taking a closer look at three companies. We analyze industry leader Barrick Mining, the exploration company Silver North, and the gold and silver producer First Majestic Silver.
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