Mining
Commented by Fabian Lorenz on September 23rd, 2025 | 07:20 CEST
NATO under pressure! Almonty target price rises! RENK not a favorite at Goldman Sachs! DroneShield hits milestone!
Russia is testing NATO! Drones and fighter jets are repeatedly being spotted in European airspace, showing that de-escalation is not happening. NATO must continue to strengthen its defenses. This offers opportunities for investors across the entire value chain of the defense industry. In the raw materials sector, Almonty shares are a top pick. Analysts expect the tungsten producer to see an explosion in profits in the coming years and are raising their price target. Could the US government even step in? DroneShield has reached a milestone thanks to follow-up orders from the US Department of Defense. The drone defense specialist sees itself well-positioned for the future. Goldman Sachs has commented on RENK for the first time, but the analysts have other favorites.
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Commented by Carsten Mainitz on September 22nd, 2025 | 07:55 CEST
AJN Resources, TUI, Evotec: Fresh capital and insider purchases!
Fresh capital, insider purchases, or significant changes in the shareholder base can be important signals regarding future share price performance. The leverage effect of fresh capital is particularly high for smaller companies. This is because projects can be launched with manageable amounts of capital, bringing important milestones closer. However, the stock market sometimes reacts late because small or micro-caps fly under the radar of the investor community. However, it is precisely this constellation that creates good opportunities for active and vigilant investors.
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Commented by Stefan Feulner on September 22nd, 2025 | 07:45 CEST
Almonty Industries, Rheinmetall, D-Wave Quantum – Alarm bells are ringing
Tungsten is one of the most strategically critical raw materials in the global economy. With its extremely high melting point, exceptional density, and hardness, the metal is indispensable, especially in the defense industry and semiconductor technology. Tungsten is also essential in toolmaking, aviation, and medical technology. The problem: over 80% of global production comes from China, a massive dependency that is increasingly viewed critically in times of geopolitical uncertainty. With the global expansion of defense and high-tech, demand is rising rapidly, but secure Western supply chains are virtually non-existent.
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Commented by Fabian Lorenz on September 22nd, 2025 | 07:35 CEST
Defense fantasy and takeover buzz! Daimler Truck, thyssenkrupp, Pasinex Resources!
Defense, takeovers, and raw materials moved the stock market last week. After a period of weakness until April, the price of zinc has risen significantly again, benefiting Pasinex Resources. The Company focuses on high-grade zinc deposits in Turkey and the US, and it has now acquired 100% of a key project. Revenue and earnings are set to increase from 2026 onwards, with net margins of up to 50% on the horizon. This makes the stock appear undervalued. Will defense fantasies boost Daimler Truck's stock? The stock has been one of the underperformers in the DAX so far. In the future, the Company plans to collaborate more closely with a US defense contractor. Meanwhile, thyssenkrupp's stock is at a multi-year high. But is the Company effectively winding itself down? The latest takeover bid points in that direction.
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Commented by André Will-Laudien on September 22nd, 2025 | 07:30 CEST
E-mobility poised for the next boost! Focus now on Mercedes-Benz, Geely, BASF, and Graphano Energy!
The market for electric vehicles is heavily influenced by current battery technology. Advances in high-performance materials and solid-state batteries are significantly improving range, performance, and safety. Faster charging times and longer battery life are leading to greater consumer acceptance. The development of silicon anodes and new cathode materials is enabling more efficient and cost-effective batteries. Sustainable recycling methods are also important, as they strengthen the circular economy and reduce environmental impact. With the expansion of charging infrastructure, range anxiety is decreasing, and EV usage is becoming more convenient. This highly innovative environment opens up opportunities for both manufacturers and investors alike. Those who understand the key players in the space can achieve substantial returns.
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Commented by Nico Popp on September 22nd, 2025 | 07:15 CEST
Serbians don't want mines – Are Europe's battery supply chains at risk? BYD, BMW and European Lithium
A recent article in the Frankfurter Allgemeine Zeitung (FAZ) reveals that the vast majority of Serbians oppose lithium mining in the country. The Journal for International Politics and Society cites a survey according to which 55% of Serbians are against a lithium mine in the Jardar Valley – only 25% are in favor of it. The latest media report paints an even bleaker picture. According to the report, the various population groups in Serbia have rarely been as united as they are in their opposition to the mine. But what does this mean for European battery supply chains? Which companies will be penalized, and which will benefit? We analyze the situation.
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Commented by André Will-Laudien on September 22nd, 2025 | 07:10 CEST
Takeovers in the chip sector – Gold is unstoppable! Intel, AMD, Infineon, and Sranan Gold
The stock market is booming, and strategic partnerships are nothing unusual. Then last week came the bombshell: the world's largest chip designer, Nvidia, is investing billions in its rival Intel. The two semiconductor companies announced that Nvidia will acquire Intel shares worth USD 5 billion. They also plan to jointly develop chips for PCs and data centers in the field of artificial intelligence. That adds more fuel to the already overheated NASDAQ rally. A rate cut by the Fed on Wednesday also catapulted precious metals upwards. Gold touched the USD 3,700 mark, while silver broke through the next barrier at USD 43. The bull market continues, and as usual, it is high-tech stocks and gold stocks like Sranan Gold that are leading the way. Here is an important update.
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Commented by Nico Popp on September 22nd, 2025 | 07:05 CEST
Tenfold increase on the Horizon – Things could move fast: Boeing, Larvotto Resources and Antimony Resources
When fires break out in high-rise buildings, vehicles, or aircraft, they can quickly become life-threatening. Fire protection materials have been used for many years to contain fires. Antimony is a key component in these materials. Around 42% of global demand is accounted for by antimony-based flame retardants in composite materials. But antimony also plays an important role in armaments and is found in armor-piercing ammunition, night vision devices, infrared sensors, and communication equipment. With China controlling around 70% of the market, according to Future Markets Insights, the need for alternative sources is growing. We take a closer look at the market and highlight some exciting stocks.
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Commented by Armin Schulz on September 22nd, 2025 | 07:00 CEST
Your gold playbook: Profit from rising prices with Barrick Mining, Dryden Gold, and Newmont
Gold is experiencing a spectacular rally, driven by interest rate cuts from the US Federal Reserve and an uncertain economic outlook. As a safe haven, the precious metal is benefiting directly from this monetary policy shift, which is lowering opportunity costs for investors and fueling demand as a hedge against inflation. This ideal setup could help stabilize the price at a high level and offers attractive opportunities. Against this backdrop, it is worth taking a look at the strategies of Barrick Mining, Dryden Gold and Newmont.
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Commented by Armin Schulz on September 19th, 2025 | 07:05 CEST
BYD expands, Pasinex Resources acquires, Puma attracts buyers: How you can profit from the latest news
While global markets are in flux, two companies are pursuing proactive strategies for future growth. An e-mobility pioneer is skillfully circumventing trade barriers by expanding local production. A mining explorer is securing control of valuable resources through a complete takeover. At the same time, a major sportswear brand has become a takeover target itself, facing increased speculation. The strategic moves by BYD and Pasinex Resources, as well as the ongoing debate about Puma's future, offer key insights for investors. We take a closer look at where to invest right now.
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