Steel
Commented by Carsten Mainitz on December 29th, 2025 | 07:35 CET
Rally in sight – Zinc is the secret beneficiary of the steel boom and electric vehicles! Recognize the potential in Pasinex Resources, BYD, and Salzgitter!
The year 2025 was marked by sharply rising prices for raw materials. These included precious metals, especially silver, critical raw materials, but also industrial metals such as copper. The bottom line is that this year's rally passed zinc by. Starting at high prices in January, the price of the volatile industrial metal fell by around 10% over the course of the year. Zinc is used in a wide range of industrial and technological applications: as corrosion protection for steel, in alloys, and as electrode material for certain types of batteries. As the long-term growth drivers remain intact, investing in zinc offers good opportunities. Companies such as Pasinex Resources, which have high-grade deposits and can therefore achieve well above-average margins, are to be favored.
Read
Commented by André Will-Laudien on December 29th, 2025 | 07:05 CET
Stock market miracles at a glance! Will Almonty, Rheinmetall, thyssenkrupp, and TKMS become double-baggers again in 2026?
With only two trading days left, one of the most successful investment years of the new millennium is coming to an end. A quarter of the year has already passed, and the major indices have gained around 25% on a currency-adjusted basis, a scenario that is rarely observed. Almonty Industries is among the top-performing stocks of the past 12 months, with investors' capital increasing by an impressive 730%. The large Sangdong tungsten mine in South Korea has now gone into operation, yet CEO Lewis Black is already working on the next strategic steps. Rheinmetall is in full swing, even if the highest prices could not be maintained here. And for the thyssenkrupp Group, a new era is dawning with the spin-off of its marine subsidiary TKMS. The rally is unlikely to be over yet for this select group. We do the math!
Read
Commented by André Will-Laudien on December 17th, 2025 | 07:00 CET
Year-end rally ahead! Selected positioning for 2026 in Almonty, DroneShield, thyssenkrupp, and TKMS
Incredible volatility at year-end. No surprise - the past stock market year will go down in history as one of the best for the DAX and NASDAQ. And this despite shrinking economic growth and rising inflation. But seasoned investors already know that inflation boosts stock prices, and what drives them even more is defense spending. War is terrible, but it fills the coffers of financiers - led, as always, by the US. Donald Trump likes to sell himself as a peacemaker to the outside world, yet the US remains the world's largest producer of offensive and defensive technology. Business is booming, NATO is among the biggest customers, and demand runs into the trillions. Whether 2026 will continue in the same vein is doubtful, but conflicts at least continue to enable hyperinflationary money printing. As a result, the gigantic debt flywheel spins ever faster – this is how FIAT money systems have functioned for millennia! Where do opportunities lie for risk-aware investors?
Read
Commented by Armin Schulz on December 15th, 2025 | 07:10 CET
The secret profit chain: From zinc ore to steel to premium electric vehicles with Pasinex Resources, thyssenkrupp, and NIO
Metals such as zinc are the invisible foundation of progress. As an indispensable corrosion protection for steel in car bodies and a beacon of hope for new battery generations, this metal connects traditional industry with the technological future. This strategic convergence opens up opportunities along the entire value chain – from raw material extraction to steel refining to the final electric product. Three companies embody this transformative development: Pasinex Resources, thyssenkrupp, and NIO.
Read
Commented by Nico Popp on December 11th, 2025 | 07:10 CET
Pasinex, thyssenkrupp, Umicore: How industry and smart mining are benefiting from zinc's comeback
Zinc leads a shadowy existence in many investors' portfolios – unjustifiably so. While lithium, rare earths, and copper are often hailed as the only raw materials of the future, a quiet but significant shift is taking place in the zinc market. Zinc is essential for modern infrastructure, indispensable for the energy transition and the refinement of steel. We shed light on why zinc should now be back on the watch list and how three completely different players, thyssenkrupp, Umicore and Pasinex Resources, are accompanying this dynamic.
Read
Commented by Carsten Mainitz on December 10th, 2025 | 07:15 CET
What is going on? Sharp price swings for Almonty Industries, Klöckner & Co., and RENK!
Negotiations to end the war between Russia and Ukraine are dragging on. The 28-point plan originally drafted by the US government has now been reduced to 20 points and is to be presented to Ukraine. In general, skeptical voices are growing louder, with many not expecting an agreement to be reached anytime soon. Against this backdrop, defense stocks such as Rheinmetall and RENK are rising. Equally exciting is Almonty Industries, a Canadian manufacturer of the critical metal tungsten, which is also in high demand in the defense industry. Recently, the stock fell significantly to an attractive price level.
Read
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?
Read
Commented by Fabian Lorenz on October 21st, 2025 | 07:20 CEST
SENSATION at DroneShield! Volatus Aerospace enters the AI era! thyssenkrupp rides the TKMS hype!
thyssenkrupp subsidiary TKMS celebrated an impressive stock market debut. On its first day of trading, the share price shot up by over 50%. Fittingly, German Defense Minister Pistorius emphasized investments in the navy during his visit to Atlantic NATO partners. Drone stocks Volatus Aerospace and DroneShield also rose sharply yesterday. The Australian company made headlines with revenue growth of over 1,000%. The outlook for Volatus is also bright – and its valuation remains more conservative.
Read
Commented by Fabian Lorenz on October 8th, 2025 | 07:15 CEST
More than 50% upside potential! Zalando, thyssenkrupp, and stock market newcomer Finexity!
What is happening at thyssenkrupp? After the marine division (TKMS) drove the share price up this year with its defense fantasies, the planned IPO now appears to be stalling. Meanwhile, the steel division is once again dominating the headlines. Finexity, on the other hand, has successfully made the leap onto the trading floor. The next step is to attract greater investor attention. Those who get in early could profit, as the Company's growth prospects are excellent. Recently, Finexity announced plans for international expansion, targeting one of the most dynamic real estate markets in the world. In contrast, Zalando is facing strikes. When will the stock react? According to analysts, it might not. Yet they still see up to 50% upside potential.
Read
Commented by André Will-Laudien on October 8th, 2025 | 06:55 CEST
Drone warfare and armament – Caution with Rheinmetall, Hensoldt, and thyssenkrupp, but 150% upside with Antimony Resources
Recent geopolitical events impressively highlight the critical need for strategic metals. While tungsten producer Almonty has surged by over 1,000%, risk-aware investors are now turning their attention to Antimony Resources. With properties that are indispensable for ammunition, electronics, and protection systems, antimony is emerging as a key strategic metal for modern defense and high-tech industries. The heavy reliance of Western nations on a few producing countries, such as China, is increasingly bringing security of supply into the focus of geopolitical debates. Without a stable supply chain, there is a risk of bottlenecks that threaten not only defense capabilities but also technological sovereignty. Investors and industry players are therefore increasingly seeking alternative sources and recycling solutions to meet rising demand in a sustainable manner. Meanwhile, defense stocks are currently consolidating at a high level. Is the rally now entering its final phase?
Read