Mining
Commented by Stefan Feulner on October 28th, 2025 | 07:40 CET
Lynas Rare Earths, Power Metallic Mines, Agnico Eagle – Perfect opportunity
Although it is not yet a done deal and the potential meeting between the US and Chinese heads of state is still pending, the stock market is already celebrating the preliminary agreement in the tariff and trade dispute. As a result, the share prices of the affected commodity companies are likely to remain volatile in the short term, following the strong bull run of recent weeks. In the longer term, however, this volatility may present attractive entry opportunities. Due to scarcity, demand for Western producers is expected to remain high in the years ahead.
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Commented by André Will-Laudien on October 28th, 2025 | 07:30 CET
The gold rush continues! 100% opportunity with Newmont, Barrick Mining, LAURION Mineral, and First Majestic
The situation in the precious metals markets is reaching a critical point. Physical stocks on COMEX and LME are dropping to multi-year lows, while futures and spot prices are increasingly decoupling. Experts are speaking of "silent runs" on gold and silver, driven by central bank purchases, geopolitical tensions, and declining confidence in the fiat money system. Investment houses are responding with drastically increased price targets. Goldman Sachs forecasts gold at USD 4,900 by 2026, while Bank of America even considers USD 6,000 per ounce possible by next spring. Yesterday, gold and silver initially underwent a sharp consolidation and ended the day at USD 3,980 and USD 46.5, respectively. This happened faster than expected, so a new opportunity to enter the market is emerging. Here are a few ideas.
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Commented by Carsten Mainitz on October 28th, 2025 | 07:25 CET
Do not miss out! Almonty Industries – Price correction as an opportunity, Gerresheimer and the Damocles Sword of BaFin, TKMS underestimated!
As is well known, there is, of course, no universal rule for stock market success. Successful investors have their own strategies, which often sound very simple at their core. Commodities legend Jim Rogers summed it up with a straightforward formula: investors should simply be aware of supply and demand. Currently, this means that stocks like Almonty Industries rank among the favorites due to the prevailing market conditions. The same applies to defense stocks. But opportunities also exist in stock picking – here, it is worth taking a closer look at the beaten-down Gerresheimer.
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Commented by Nico Popp on October 28th, 2025 | 07:05 CET
Antimony remains scarce and in demand: EnerSys, Aurubis, Antimony Resources
Antimony is a semi-metal with a silvery sheen, primarily used in lead-acid batteries, flame retardants, electronics, and military technology. In recent months, China has severely restricted its antimony exports. According to estimates, China produced around 60% of the world's antimony in 2024, followed by Tajikistan. China's dominance is heightening supply fears: as Reuters reported in June this year, US battery manufacturers are already referring to a "national emergency." This is reason enough to take a closer look at the supply chain in the West and examine the role of Antimony Resources, which recently attracted attention in the stock market.
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Commented by Fabian Lorenz on October 28th, 2025 | 07:00 CET
A MAJOR DEVELOPMENT IN GOLD! Will Newmont acquire Barrick Mining? Formation Metals and RENK also in focus!
This would be a major shake-up in the gold sector: Could Newmont acquire its longtime rival, Barrick Mining? Media reports suggest that this option is under consideration. Newmont is reported to have its sights set on the joint venture in the US state of Nevada. If the takeover actually goes ahead, it could be the start of a wave of acquisitions in the sector. Among the explorers, Formation Metals is an exciting candidate. The stock reacted yesterday with a jump in price following a successful capital raise. The CEO considers a resource expansion of up to 5 million ounces possible. Beyond gold, defense stocks are also consolidating. Analysts see further downside potential for RENK. Could the share price fall below EUR 60?
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Commented by Armin Schulz on October 27th, 2025 | 07:20 CET
China's export lockdown: How you can profit NOW with Almonty Industries, Standard Lithium, and MP Materials
Global dependence on critical metals is becoming a strategic Achilles' heel. China's recent export restrictions on tungsten and rare earths are dramatically exacerbating the supply crisis and driving up prices for raw materials that are essential to the energy transition. In this tense market environment, three companies are positioning themselves as key suppliers outside China, at just the right time to benefit from this historic market shift: Almonty Industries, Standard Lithium, and MP Materials.
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Commented by Nico Popp on October 27th, 2025 | 07:15 CET
Gold rush in Africa - Compelling Reasons for Côte d'Ivoire: Endeavour Mining, B2Gold, Kobo Resources
From time to time, business magazines report on investment opportunities in Africa. Time and again, authors refer to the continent's dynamic growth. The commodities sector in particular is strong. But how safe are investments in countries like Mali, Ghana or Zimbabwe? Seasoned Africa experts have always emphasized one thing: every country on the continent is different. Here, we highlight where Africa offers promising mining projects in the gold sector, draw parallels and outline the opportunities.
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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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