Mining
Commented by Fabian Lorenz on November 27th, 2025 | 07:15 CET
Plug Power poised for a 250% rally? Buy TKMS and Rio Tinto partner Aspermont shares?
Plug Power shares are not for the faint-hearted. This year, too, a spectacular rise was followed by a crash of over 50% within just a few weeks. But now, a positive analyst report is causing a stir. Is a gain of more than 250% really possible for the hydrogen specialist? Aspermont shares currently appear to be a real bargain. The figures for the fourth quarter were certainly convincing. And the business model, with its perhaps unique combination of artificial intelligence and raw materials, is only just getting started. And what is TKMS doing? The euphoria following the IPO has now faded. But analysts have now upgraded the stock and are recommending it as a "Buy".
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Commented by Carsten Mainitz on November 27th, 2025 | 07:05 CET
Everything is lining up! Take advantage of lower prices to enter Antimony Resources, RENK, and Hensoldt!
Is peace finally coming? Efforts to end the war between Russia and Ukraine have intensified significantly in recent days. But Russia remains the unknown factor. As a result, stock market volatility driven by shifting news or rumors is to be expected in the near future, especially for defense stocks. Setbacks offer investors opportunities to build up positions. In addition, special topics such as critical metals or raw materials that are indispensable for the defense industry and other key sectors remain attractive. This is where the undervalued Antimony Resources stands out.
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Commented by Armin Schulz on November 26th, 2025 | 07:15 CET
The stability anchor Barrick Mining, the leverage play Kobo Resources, and the growth giant Xiaomi: The ultimate mix for your portfolio
The world is divided into two camps: those seeking security and those driving progress. Both are fueling a historic rush for strategic raw materials. While gold shines as the last safe haven in turbulent times, copper is the new lifeblood of every future technology, from e-mobility to smartphones. This gigantic wave of demand is meeting scarce supply, creating an explosive environment for savvy investors. This fundamental shift is creating a unique investment environment in which established producers, emerging exploration companies, and technology-driven consumers are the focus of attention. Against this backdrop, it is worth taking a closer look at the positions of Barrick Mining, Kobo Resources, and Xiaomi.
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Commented by Armin Schulz on November 26th, 2025 | 07:05 CET
Deutsche Bank, Globex Mining, K+S: How to combine financial strength, the commodities boom, and food security
In uncertain times, savvy investors focus on companies with strong fundamentals and clear prospects for the future. Instead of relying on artificial connections, it is worth taking a look at three specific players, each of which plays to its own strengths in volatile markets: a financial giant that needs to prove its robustness, an agile mining explorer with access to coveted commodities, and a fertilizer specialist that benefits from global food security. An analysis of the individual opportunities and risks of Deutsche Bank, Globex Mining, and K+S promises valuable insights.
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Commented by Nico Popp on November 26th, 2025 | 07:00 CET
Two new mines in 12 months – Analysts give the thumbs up: Almonty, MP Materials, Rheinmetall
The rush for shares in defense and strategic metals drove prices in 2025. However, the market also gave premature praise. In the case of companies such as MP Materials and Rheinmetall in particular, the market has already anticipated many future revenues. Tungsten producer Almonty Industries is also one of the stock market winners of the year. However, the difference between Almonty and other stocks in the critical metals sector that have risen sharply is that Almonty will also be making a significant operational impact in 2025. The Sangdong mine in South Korea is considered a groundbreaking project for the supply of critical raw materials. The last time a mine of this size went into production was in the 1970s. What opportunities does this mega-project offer investors?
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Commented by André Will-Laudien on November 26th, 2025 | 06:50 CET
Exploding commodity prices meet NASDAQ hysteria! Nordex, European Lithium, Siemens Energy, and Standard Lithium in focus
Metals, hi-tech, and defense - an explosive mix! All three of these industrial sectors are facing serious challenges. The scarcity of critical raw materials from a limited number of sources is leading to sharp price increases and jeopardizing important supply chains. Europe is responding with a collective rethink, as dependence on rare metals such as lithium and rare earths is increasingly becoming a strategic and political risk. A disruption in supply could abruptly halt the market penetration of electric vehicles. The recent extreme rise in raw material prices is driving companies such as European Lithium and Standard Lithium through the roof, while buyers of critical metals such as Nordex and Siemens Energy are finding themselves in difficulty. We shed some light on the situation!
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Commented by André Will-Laudien on November 25th, 2025 | 07:50 CET
AI mania, critical metals, and gold! Keep an eye on blockbuster stocks such as BASF, RZOLV Technologies, and Barrick Mining
The breathtaking advances in high-tech and artificial intelligence require a strong focus on raw materials companies in order to provide the necessary strategic metals in a timely manner. Securing supply chains is all the more important for Western industries because the availability of raw materials is subject to geopolitical skirmishes between some countries that still control the decisive masses in critical areas. This is particularly true for China and Russia. If nothing arrives in the West, production lines come to a standstill or company managers have to accept expensive detours. For equity investors, it is always worthwhile to take a clear look at the key levers. However, the focus is also on the manufacturing processes.
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Commented by Fabian Lorenz on November 25th, 2025 | 07:45 CET
Buy recommendation and major order: Evotec, Nordex, Desert Gold
Are more than 100% share price gains in Nordex still not enough? Apparently not, according to analysts. In addition, the wind turbine manufacturer has secured a major order. Will the rally continue? Analysts believe that Desert Gold shares have the potential to rise by well over 100%. In their view, Desert Gold may be on the verge of one of the most significant gold discoveries in West Africa in recent years, none of which is reflected in the current share price. And what is Evotec doing? The share is trading at its lowest level since 2016. The milestone payments in the current year do not appear to be enough for investors. What do analysts say?
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Commented by André Will-Laudien on November 25th, 2025 | 07:35 CET
Trump makes peace – Maybe? Strong profit prospects for BYD, Pasinex Resources, and DroneShield
In the daily battle for returns, selecting the right assets is becoming increasingly complex. Markets have risen sharply despite the generally sluggish sentiment in global economies. First, there was the celebration of Donald Trump, then the bull market due to lower-than-expected tariffs, and most recently, a super rally in AI and high-tech stocks. Defense and armaments stocks have also been consistently on the shopping list for two years now. After 25 years of disarmament and a 180-degree political shift among left-green parties, defense has suddenly become the cure-all for Western societies. For years, frowned upon and subject to lawsuits in Germany's Constitutional Court, arms exports now appear to represent the highest ethical stage a company can reach. But now a taboo word is making the rounds: "peace." And with that, defense stocks are once again treated like clearance items, and prices are falling. A politically fueled boom and bust cycle at its finest. Rheinmetall is now even included in ESG-oriented funds - what a farce. Very few can still see clearly through this nine-lane highway of contradictions, but we are here to help.
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Commented by Nico Popp on November 25th, 2025 | 07:30 CET
Is the next super mine emerging here? Power Metallic Mines, Vale, Rio Tinto
History has shown what happens when resource properties turn into super mines. Many projects developed or acquired by companies such as Vale or Rio Tinto, for example, have been in production for many years and generate enormous returns. The Canadian company Power Metallic Mines, active in the province of Québec, has also been able to continuously expand its NISK project in recent years. Now, the team led by CEO Terry Lynch sees even more potential there. Here, we discuss what gigantic raw material discoveries can mean and why Power Metallic Mines' polymetallic deposit is considered particularly interesting.
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