Technology
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 André Will-Laudien on October 27th, 2025 | 07:00 CET
Super returns, clear conscience! Nel ASA and JinkoSolar turn around, nucera surprises, and RE Royalties celebrates!
From the climate conference to real implementation! The European Union and other nations have committed themselves to ambitious sustainability programs through so-called "green deals." To support these efforts, the financial instrument known as the "green bond" has become firmly established in the market. Banks, in particular, that are keen to enhance their ESG credentials, are increasingly active in this segment. As a result, the green bond market has grown rapidly, driven by global climate targets, such as those agreed upon in the Paris Agreement. ESG investments are benefiting from political incentives like the US Inflation Reduction Act and are being dynamically sought after by insurers. Between 2015 and 2023, issuances grew by an average of 40% annually, with growth slowing somewhat since 2023. For the full year 2025, total issuance volume is expected to reach between EUR 570 and 630 billion. What, when, and where funding is provided is defined by regulatory authorities. But private organizations such as RE Royalties are also active, because green returns are not only rewarding, they also help society achieve its ambitious climate transition goals. Here are a few investment ideas.
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Commented by Nico Popp on October 23rd, 2025 | 07:20 CEST
Next DRONE BOOST ahead: NEO Battery Materials, Kratos Defense, AeroVironment
Drones have become indispensable in modern warfare. That much is now clear. NATO and EU countries are therefore pooling considerable resources for unmanned systems: this year, NATO allies decided to increase defense spending to a total of 5% of economic output. Germany alone announced that it would invest EUR 10 billion in drones of all kinds in the coming years. These massive investments underscore that there is no way around drones. To ensure the supply of high-performance drones, battery technology is increasingly coming into focus. China dominates this field and has recently restricted military exports. The up-and-coming Canadian company NEO Battery Materials is closing the gap.
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Commented by André Will-Laudien on October 23rd, 2025 | 07:15 CEST
Defense and metals in correction! Enter now with a 100% chance at Almonty, thyssenkrupp, TKMS, Hensoldt, and Mutares
That happened fast. After a temporary surge in defense and metal stocks, investors are taking profits. This is understandable, as some stocks, such as Almonty Industries, had risen by over 1,000% in just 10 months. Now it is time to let the market settle and, with renewed confidence, return to the most sought-after sectors of 2025. Of course, it is recommended to diversify across many regions and sectors, such as AI, high-tech, or precious metals, to keep portfolio volatility low. Here are a few examples that have gained relevance in recent days.
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Commented by Armin Schulz on October 23rd, 2025 | 07:05 CEST
Volatus Aerospace: From technology pioneer to key partner for defense and industry
The drone industry is undergoing radical change. What was considered niche technology not so long ago has rapidly developed into an indispensable component for security and infrastructure. Volatus Aerospace is now setting the course amid this transformation. The Company is serious about making the transition from innovative technology supplier to established system partner alongside its customers. The Canadian company is capitalizing on current market developments with remarkable precision and systematically expanding its position. For investors, this presents the image of a company that is setting the right course at precisely the right time.
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Commented by Armin Schulz on October 22nd, 2025 | 07:05 CEST
Bitcoin soars: How Strategy, Nakiki, and BlackRock are benefiting from the new MiCA regulation on tokenization
Bitcoin is reaching new record highs. The hashrate is exploding, and analysts are predicting prices of USD 250,000. At the same time, the EU is establishing clear rules for tokenization through MiCA. This unique combination of technological strength and regulatory clarity is unleashing unprecedented institutional interest. Three companies are strategically positioned to capitalize on this boom: Strategy, Nakiki, and BlackRock. Here, we take a closer look at how these companies have positioned themselves.
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Commented by Nico Popp on October 22nd, 2025 | 07:00 CEST
Important piece of the puzzle in the fight against cancer: Vidac Pharma, Roche, Merck & Co.
The pharmaceutical market is enormous - and continues to grow. Market research institute Evaluate forecasts an increase to around USD 1.7 trillion by 2030, representing an annual growth rate of 7.7%. Oncology promises the highest sales, at around USD 300 billion. However, there is no single approach. Instead, new modalities and technologies such as antibody-drug conjugates (ADCs), cell and gene therapies, and radiopharmaceuticals are transforming the industry and gaining significant traction. One thing is clear: progress in the biotech sector is increasingly achieved through the combination of active ingredients and technologies. What role does the biotech company Vidac Pharma play in this?
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Commented by André Will-Laudien on October 22nd, 2025 | 06:55 CEST
NEO Battery Materials – Batteries as the key to technological sovereignty
The situation sounds challenging! The global energy transition and the rise of autonomous systems are driving demand for high-performance batteries to historic highs. However, the dependence of Western industries on Chinese supply chains remains a geopolitical risk factor of the first order. In this tense environment, NEO Battery Materials Ltd. (NBM) is positioning itself as North America's hope for the development of cost-efficient, silicon-enhanced lithium-ion batteries. One of the newcomer's great strengths is its combination of modern and efficient materials science, cell architecture, and process optimization into an integrated solution. The focus is on establishing an independent value chain in North America. Time is of the essence, and the barrier to entry is high! Why are investors and producers lining up now?
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Commented by Nico Popp on October 21st, 2025 | 07:00 CEST
Insights instead of data – this revolution is transforming entire industries: Aspermont, RELX, Verisk Analytics
Companies continue to evolve – luxury sports car manufacturer Lamborghini once built tractors. But what if, instead of building something entirely new, companies build on their experience and transfer a historically grown wealth of knowledge to the present? We present three exciting business models that demonstrate how modern AI innovations need a solid foundation to thrive. When that foundation exists, the opportunities for investors can be tremendous. Let's dive in with Aspermont, RELX, and Verisk Analytics.
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