Mining
Commented by Fabian Lorenz on May 22nd, 2026 | 06:45 CEST
Sell RENK Shares? Buy Standard Lithium or Globex Mining After the Correction?
Commotion at RENK! Major shareholder KNDS has unexpectedly cashed out. The sale of about 5% of RENK shares raised approximately EUR 269 million. Analysts find the reasoning behind the move implausible. Does KNDS perhaps intend to develop fewer land systems in the future? However, experts see no reason to panic. There are clear arguments in favour of buying Globex Mining Enterprises. Following the recent correction, the shares of this resource incubator appear attractively valued. For investors seeking reduced-risk exposure to the highly profitable exploration sector, the stock deserves close attention. The risks of individual explorers is illustrated by the performance of Standard Lithium. While Globex shares have risen 20% this year, Standard Lithium is down roughly 20%. The key question is whether recent news flow can trigger a turnaround.
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Commented by Tarik Dede on May 22nd, 2026 | 06:40 CEST
Tungsten Market: High Tech and Weapons Drive Prices, Bank of America Boosts Almonty Industries!
China's dominance in raw materials, the geopolitical rivalry with the United States, and the conflict in the Persian Gulf are currently reshaping the geopolitical landscape. The West urgently needs to reduce its dependence on China for critical raw materials, although a complete decoupling is unlikely in the foreseeable future. Metals such as tungsten are at the center of this shift, as they are indispensable in the defence industry. This is driven not only by China's market control but also by Europe's ongoing rearmament efforts. Almonty Industries is in pole position in this context. The Canadian company operates one of the world's few large-scale tungsten mines in South Korea and could be among the first to provide relief through more secure supply chains. Analysts at Bank of America have recently reiterated their "Buy" recommendation, as the major growth surge in revenues and earnings is expected to begin only now.
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Commented by André Will-Laudien on May 21st, 2026 | 07:45 CEST
150% Opportunity and Risk at the Same Time! Kobo Resources on the Verge of Gold, TUI, easyJet, and Lufthansa Attractively Valued
With extreme volatility expected in 2026, one thing remains clear: gold serves as a portfolio stabilizer. In an environment of rising inflation, increasing interest rates, and soaring commodity prices, precious metals have performed strongly so far. Due to the Iran conflict, travel and tourism stocks in particular have come under pressure, as they are affected by weaker travel demand, tighter household budgets, and ultimately higher fuel costs. But those who look beyond the immediate horizon recognize that crises are temporary, and fear-driven valuation discounts can create medium-term buying opportunities. For risk-conscious investors, these scenarios present investment opportunities that would not be expected under normal circumstances. For instance, Deutsche Lufthansa is currently trading at around 30% below its book value, while TUI is trading at a P/E ratio of about 5. Is this irrational? In the short term, perhaps not. In the long term, however, it may well be. As the saying goes: buy when the cannons thunder.
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Commented by Nico Popp on May 21st, 2026 | 07:30 CEST
Battery Raw Materials Urgently Needed: Ford and BMW Under Pressure – Analysts Praise Power Metallic Mines
Declining ore grades in established mines, increasing geopolitical tensions, including conflicts and challenging regulatory requirements, are putting the supply of critical battery raw materials under strain, creating significant challenges for the automotive industry. While demand for lithium, nickel, and cobalt continues to rise sharply as electrification progresses, the mining sector is facing a structural productivity crisis. According to analyses by the Organization for Economic Cooperation and Development (OECD), mining productivity has halved since the late 1990s. As a result, automakers on both sides of the Atlantic are being forced to strengthen supply chain resilience through direct partnerships and strategic investments in emerging resource projects. The Canadian mining company Power Metallic Mines is positioning itself as a potential key partner in this evolving landscape.
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Commented by Fabian Lorenz on May 21st, 2026 | 07:25 CEST
Is Rheinmetall Stock a Bull Trap? D-Wave Faces Challenges! Hidden Gem Strategic Resources!
Rheinmetall shares have gained nearly 10% over the past few days. After Rheinmetall shares have gained nearly double digits over the past few days. After the sharp correction, the key question now is whether this marks the beginning of a sustained comeback — or merely a classic bull trap. Analysts, however, continue to recommend buying the stock and see potential for a move back toward all-time highs. In contrast, Strategic Resources remains a genuine hidden gem. The company has only recently started trading in Germany, yet its investment case appears increasingly compelling. Strategic Resources has access to critical metals and aims to build an attractive value-added supply chain around them. D-Wave's business model is also undeniably exciting. However, even after this year's correction, the valuation remains ambitious. This became clear again in light of the quarterly figures. Price targets for the quantum high-flyer have been slashed.
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Commented by Armin Schulz on May 21st, 2026 | 07:20 CEST
Is the Gold Price Falling? Buy the Dip! Why Barrick Mining, Desert Gold Ventures, and Agnico Eagle Mines Now Offer Attractive Entry Points
Following the recent decline in the gold price, alarm bells are ringing for many investors. But those who look closely will recognize a familiar market dynamic. Every overheated rally is typically followed by a healthy consolidation phase. It is precisely this correction that may create a rare window of opportunity for strategically positioned investors, as the precious metal's fundamental upward momentum remains intact thanks to expectations of interest rate cuts and central bank purchases. Those willing to take a contrarian view at this stage could benefit disproportionately from the next recovery phase. Three industry players with different strategic profiles illustrate how current uncertainty can be transformed into potential returns: Barrick Mining, Desert Gold, and Agnico Eagle.
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Commented by André Will-Laudien on May 21st, 2026 | 07:00 CEST
The Market Is Buying Again! Strong Revaluation at Infineon Technologies, Advanced Micro Devices, and Antimony Resources
Created and published on behalf of Antimony Resources Corp.
Despite major international uncertainties, the technology sector is once again experiencing renewed momentum. While investors are once again eagerly snapping up tech stocks like Infineon Technologies and Advanced Micro Devices, there is growing caution in other sectors. This is hardly surprising, as rising interest rates are making equity investments generally more expensive. Nevertheless, the boom in artificial intelligence, data centers, and power electronics continues unabated, bringing critical raw materials increasingly into the focus of strategic investors. Whether modern semiconductors, high-performance processors, or energy chips, they all require a stable supply of strategic metals such as antimony, copper, or rare earths. Geopolitical tensions, disrupted trade routes, and export restrictions are creating growing supply bottlenecks, increasing pressure across the industry. Exploration and resource companies like Antimony Resources, which focus on metals of high strategic importance, stand to benefit from this. It is worth taking a closer look!
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Commented by Armin Schulz on May 20th, 2026 | 08:25 CEST
Dividends, M&A Potential, Yields: Newmont, DRC Gold, and B2Gold Are Worth a Closer Look
Rising inflation fears, ongoing conflicts, and a fragile global economy are driving the price of gold to new heights. This benefits not only mining operators with established production but, above all, those companies that are gaining strategic advantages in the current wave of consolidation. The industry is experiencing a merger frenzy: powerful conglomerates are strengthening their reserve bases, while smaller developers are becoming sought-after acquisition targets. A rare window of opportunity is opening up for investors—those who bet on the right stocks now can benefit twice over from rising valuations and potential premiums from corporate acquisitions. It is precisely this dynamic that currently makes three names particularly interesting: Newmont, DRC Gold, and B2Gold.
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Commented by Fabian Lorenz on May 20th, 2026 | 08:10 CEST
Is This Gold Gem the Investment Opportunity of the Year? Lahontan Gold Set to Become a Producer!
As the gold price continues to consolidate, this gold gem may present the investment opportunity of the year. Lahontan Gold is aiming to make history in the coming months by advancing toward gold production in Nevada. In its latest investor presentation, management confirmed that preparations for mine construction remain fully on track. In addition, a new resource estimate is expected to be released in the coming weeks. If projections from major banks such as Goldman Sachs are correct, the gold price could soon regain upward momentum, with some forecasts suggesting levels above USD 5,000 by the end of 2026. This is being driven in part by stronger-than-expected central bank gold purchases. With potential production costs of around USD 1,200 per ounce, Lahontan Gold could benefit significantly. At current levels, the stock still appears attractively valued.
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Commented by Nico Popp on May 20th, 2026 | 08:00 CEST
The Defence and Commodities Crisis: Lockheed Martin, Glencore, and Antimony Resources' Unique Opportunity
Created and published on behalf of Antimony Resources Corp.
Export restrictions and skyrocketing commodity prices – the shifting geopolitical availability of strategic metals is posing challenges for the Western defence industry. While raw material procurement was for decades merely a logistical task within the framework of a functioning globalized economy, secure access to conflict-free deposits now determines the defence capabilities of Western nations. The significance of this structural shift is particularly evident in the case of antimony, an indispensable key component for civilian technologies and defence equipment. Since the United States has no domestic antimony production, the development of new mining projects in stable North American jurisdictions is of the utmost importance. In this market environment, the Canadian mining company Antimony Resources is coming into the spotlight of global defence and raw materials corporations.
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