Mining
Commented by Nico Popp on October 24th, 2025 | 07:30 CEST
Small investment, huge profit? When financing truly pays off: Almonty, T-Mobile US, Netflix
Capital is a means of production, as Karl Marx already knew. So when companies secure new financing options, they do so to create additional value. Almonty, a leading Western tungsten producer, recently filed an application for a Preliminary Base Shelf Prospectus. This is a strategic financing instrument that allows companies to remain flexible – depending on market conditions and needs, they can access a range of predefined financing options and implement them quickly. Almonty cites the development of its massive Sangdong mine as a potential reason, but long-term observers of the Company see additional opportunities. We analyze Almonty's latest company announcement and show how T-Mobile US and Netflix have previously used smart financing strategies to lay the foundation for long-term growth.
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Commented by Fabian Lorenz on October 24th, 2025 | 07:00 CEST
CRASH vs. BUYING OPPORTUNITY? Hensoldt, Standard Lithium and Antimony Resources stock review
What is going on at Standard Lithium? The highflyer of recent months saw its stock plunge by as much as 20% this week. What is behind the crash, and is now a good time to buy? Antimony Resources is a newcomer to the commodities boom. Antimony is gaining importance in the defense and semiconductor industries, and the market is largely controlled by China. Antimony has an exciting project in Canada, and its stock is anything but expensive. Hensoldt, on the other hand, is costly. To justify this, the Company's order backlog needs to grow significantly. The next opportunity for Hensoldt to convince investors will come soon.
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Commented by Nico Popp on October 23rd, 2025 | 07:30 CEST
Battery metals before the hype? Battery clusters are emerging in Québec: Northern Graphite, Graphano Energy, and General Motors
Graphite is a crucial material for battery anodes. Natural graphite, in particular, is in high demand and scores with its unique properties. As China tightens export restrictions on raw materials and focuses on supplying finished batteries, Western automakers like General Motors are growing increasingly concerned about supply security. At the same time, innovation is needed to remain competitive against low-cost Chinese producers. Currently, there is only one operating graphite mine in all of Canada, despite the material's strategic importance. We explain the background and introduce a potential beneficiary that has so far flown under the radar of many investors.
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Commented by André Will-Laudien on October 23rd, 2025 | 07:15 CEST
Defense and metals in correction! Enter now with a 100% chance at Almonty, thyssenkrupp, TKMS, Hensoldt, and Mutares
That happened fast. After a temporary surge in defense and metal stocks, investors are taking profits. This is understandable, as some stocks, such as Almonty Industries, had risen by over 1,000% in just 10 months. Now it is time to let the market settle and, with renewed confidence, return to the most sought-after sectors of 2025. Of course, it is recommended to diversify across many regions and sectors, such as AI, high-tech, or precious metals, to keep portfolio volatility low. Here are a few examples that have gained relevance in recent days.
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Commented by Nico Popp on October 23rd, 2025 | 07:10 CEST
This raw materials latecomer scores with quality: Power Metallic Mines, Albemarle, Ford
Stagnation looms! After the Dutch government replaced the Chinese CEO at chip manufacturer Nexperia, chip deliveries from China to the EU have come to a halt - production stoppages are now a real threat. The supply of critical raw materials is also anything but secure today. China is tightening the reins not only on semiconductors and rare earths. Beyond strict export controls or outright bans, industry insiders report that a multitude of bureaucratic hurdles are making day-to-day operations increasingly difficult. We take a look at how Western mining and industrial companies are adapting to this new environment and explain why Power Metallic Mines has recently moved into the spotlight for many investors.
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Commented by Fabian Lorenz on October 23rd, 2025 | 07:00 CEST
Will GOLD explode to USD 10,000? Opportunities in defense? Barrick Mining, RENK, and Kobo Resources!
Get out of gold - or buy more? According to the world's most famous banker, the rally in precious metals is far from over. Jamie Dimon believes USD 10,000 per troy ounce is possible. In line with this, there are interesting rumors coming out of Africa regarding heavyweight Barrick Mining. Explorers such as Kobo Resources offer leveraged exposure to the gold price. The Company is active in one of Africa's most stable and promising regions, and the gold gem's stock has recently been listed on a German stock exchange. Defense stocks have also corrected recently. Here, too, analysts see buying opportunities. RENK has potential for a 30% gain. The transmission specialist has announced a million-dollar order.
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Commented by André Will-Laudien on October 22nd, 2025 | 07:35 CEST
Gold and silver – New record highs! Keep an eye on Barrick, Agnico Eagle, Desert Gold, and First Majestic!
Silver prices broke through the USD 53 mark for the first time at the beginning of the week, and gold is attempting to reach the USD 4,300 mark. Precious metal enthusiasts have been anticipating these moves for a long time, but traders on the futures exchanges clearly have not. In addition to extreme physical scarcity, the exploding prices are also attributed to heavy short squeezes. The physical silver market is under tremendous pressure as the availability of real metal to hedge the numerous futures transactions is severely limited. This imbalance is causing erratic market reactions and driving the spot price into an almost exponential sell-off. The current rally in precious metals is driven by geopolitical uncertainty, industrial demand factors, and the search for safe investments. In times of excessive government debt, the weakness of the US dollar is now also weighing on the market. Which companies should investors keep a close eye on now?
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Commented by Fabian Lorenz on October 22nd, 2025 | 07:30 CEST
SHARE PRICE EXPLOSION for commodity gems!? Nordex, Aurubis, Salzgitter, and Power Metallic Mines!
Shares in the commodities and precious metals sector have been unstoppable in recent weeks. Power Metallic Mines could soon become an explosive latecomer to the rally. There are good reasons for this, as the CEO recently made clear. At Aurubis, the rally appears to be over for now. Analysts are skeptical, and the major shareholder is cashing in his shares - albeit in an unusual way. So should you sell now, too? The past few months have been unusually positive for Nordex. There is currently no sign of a slump in the wind business. What are analysts saying after the latest order intake?
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Commented by Carsten Mainitz on October 22nd, 2025 | 07:25 CEST
The stock market success stories Almonty Industries, TKMS, and Steyr Motors are opening a new chapter - and it is still not too late to get in!
The trade conflict between the US and China is intensifying and reaching a new strategic dimension. Beijing is deliberately restricting exports of critical raw materials and rare earths that are indispensable for high-tech industries, defense, and the energy transition. Western industries are coming under pressure, security of supply is faltering, and prices are rising. Meanwhile, the beneficiaries of this situation, such as producers of critical raw materials, are experiencing a boom. What happens next, and what does the stock market newcomer TKMS have to do with it?
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Commented by Nico Popp on October 22nd, 2025 | 07:10 CEST
Hype and day-to-day business – What matters now: European Lithium, BMW, Mercedes-Benz
European Lithium shares have recently caused quite a stir. But what is behind the surge that has multiplied its value within just a few days? What role does the Company actually play - for the US and also for Europe? We sort through the many reports on European Lithium and show where the Company could be headed in the medium term. One thing seems certain: Without European Lithium, the outlook for the automotive industry on both sides of the Atlantic looks bleak. Reason enough to take a closer look at the background.
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