Mining
Commented by Nico Popp on September 29th, 2025 | 07:10 CEST
More than defense - How Almonty's tungsten makes AI chips from Intel and Micron possible
Tungsten is considered a critical metal worldwide—the defense industry in particular cannot do without it. But tungsten is also a high-tech metal. Without this element, which only melts at 3,400 degrees Celsius, has low resistance, and offers extremely high electrical conductivity, computer chips would not exist. The AI boom would be unthinkable without tungsten – the many data centers currently springing up around the world could not be built. We show how companies from the chip industry, such as Intel and Micron, are securing their supply and explain why Almonty is a blessing for the chip industry.
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Commented by Armin Schulz on September 26th, 2025 | 08:25 CEST
Palantir, Aspermont, ProSiebenSat.1 Media – Data as a gold mine! Where can you profit?
In a world where data is the new gold, the ability to turn this data into competitive advantages and profit determines success or failure. While tech giants set the rules, established players must radically rethink their approach. Three companies exemplify how differently this transformation can be mastered. The sometimes controversial data analysis company Palantir, the niche publisher Aspermont, which monetizes specialist information, and the media giant ProSiebenSat.1 Media, which aims to link conventional television with the online world. Their strategies reveal where the greatest opportunities lie.
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Commented by André Will-Laudien on September 26th, 2025 | 07:25 CEST
Shooting down Russian drones and fighter jets? NATO keeps its focus on Rheinmetall, Almonty and Hensoldt!
On the financial markets, Russian provocations involving jet and drone overflights are primarily perceived as a security risk. Such actions increase political instability and often trigger a flight to safe havens such as gold, government bonds, or the US dollar. At the same time, defense stocks and companies in the security sector tend to benefit, as investors anticipate rising defense spending in Europe and within NATO. For the broader equity market, the increased risk often translates into higher volatility and temporary price setbacks. In the long term, such threat scenarios are factored into risk premiums and valuation models, leading to more selective capital allocation in security-related sectors. Here are a few ideas.
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Commented by Nico Popp on September 26th, 2025 | 07:20 CEST
One-stop shop – Battery metals from a single source: Umicore, BASF, Power Metallic Mines
Anyone who is often in a rush knows the challenge after work: just a quick trip to the store. In such cases, we usually head to our trusted supermarket, where we can find all the products we need in one place. The same principle applies in mining. Complex products, such as modern high-performance batteries for electric vehicles, require a wide range of metals. Polymetallic deposits are therefore in particularly high demand – they are like the familiar neighborhood supermarket for industrial customers. We explain why Power Metallic Mines has the potential to become a one-stop shop for potential major customers such as Umicore and BASF.
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Commented by Fabian Lorenz on September 26th, 2025 | 07:05 CEST
Will silver rise to USD 130? First Majestic Silver, Pan American Silver, Silver North shares!
Silver will shine like gold in 2025. After rallying to over USD 40 per ounce, one super bull even believes it could reach USD 130. He points to supply shortages, strong industrial demand, and its undervaluation relative to gold. At the company level, Silver North Resources is generating news flow with exploration programs in the Yukon and initial indications of new high-grade mineralization. Will the stock soon take off? Pan American Silver is strengthening itself through the acquisition of MAG Silver and reporting record results with 5.1 million ounces of silver. In addition, the dividend has been increased. Analysts see buying opportunities. RBC recently raised its price target for the base investment in the silver sector.
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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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