Technology
Commented by Stefan Feulner on February 9th, 2026 | 07:05 CET
Barrick Mining, RZOLV Technologies, ExxonMobil – Great opportunities after the price massacre
Following the abrupt end of the precious metals rally, opposing forces are colliding on the commodity markets. While gold and silver experienced a historic sell-off and even large producers came under massive pressure, the energy sector is proving to be surprisingly robust. Geopolitical tensions in the Middle East are fueling new concerns about global oil supplies and driving up risk premiums. At the same time, the continued high price of gold, despite the recent correction, is causing structural changes on the supply side. Producers are increasing their output, while environmental regulations and alternative processes are coming into sharper focus.
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Commented by Carsten Mainitz on February 4th, 2026 | 07:40 CET
Breaking news! This innovation is transforming the battery industry – What it means for NEO Battery Materials, DroneShield, and BYD
Artificial intelligence, electromobility, and drones are some of the topics that are highly favoured by investors. However, one crucial link in the chain is too often neglected: powerful, flexible battery solutions from Western industrialized countries. China's dominance must be broken as quickly as possible. With a new generation of cells, NEO Battery Materials could now shake up the market. The potential is huge, but this is not yet reflected in the market capitalization of around CAD 100 million.
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Commented by André Will-Laudien on February 3rd, 2026 | 11:30 CET
Sell-off or healthy correction? Quality stocks in focus: SAP, D-Wave, and Aspermont
Market activity has picked up noticeably in recent days. Upswing here, sharp pullback there! Volatility is back, driven by political statements and economic uncertainties. While the sudden 30% crash in silver is unsettling commodity investors, and SAP shares are undergoing a significant correction, many investors are fleeing to defensive sectors and tangible assets. Crypto markets remain in a downward spiral, and the perennial topic of AI is being viewed with increasing selectivity. Against this backdrop, Australian media and commodities specialist Aspermont is leveraging its long-established network and data assets to accelerate growth using AI. At the same time, it remains to be seen whether there is still hope for higher valuations after the sell-off at SAP and D-Wave. Time to get out the magnifying glass, Sherlock Holmes style.
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Commented by André Will-Laudien on February 2nd, 2026 | 07:30 CET
Crash, correction, or buying opportunity? Silver at 74, gold at 4,700 - SAP and Microsoft down 20%, while Almonty and ASML advance
What a Friday it was! Oil prices started rising in the morning due to fears of a US invasion of Iran. But things turned out differently! Silver, which started the day at USD 112, reached prices of around USD 74 by 7 pm – a crash of 40% from its recent highs. Gold followed suit, dropping by roughly 20%. Trading floors saw exceptionally high volumes, and a new US Federal Reserve chairman was announced. The day before, ASML reached a new all-time high, while SAP and Microsoft continued their downward trend. Almonty Industries shot up to record levels and was only slowed down by the negative sentiment. How is all this connected? Read on to find out.
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Commented by Armin Schulz on January 28th, 2026 | 12:00 CET
In the eye of the commodities storm: How Aspermont, with its 190-year history, is becoming the data center of the mining industry
Gold is breaking records, copper is driving the energy transition, and critical raw materials such as rare earths are becoming a geopolitical currency. While investors are considering direct commodity investments, a company that has transformed itself into an indispensable architect of this new era is operating in the background: Aspermont. Once a traditional specialist publisher, the Company has quietly evolved into a data-driven control center for global mining. In a market characterized by resource nationalism and supply chain stress, reliable information is the most valuable commodity. Aspermont delivers just that, not as a cyclical player, but as a provider of critical infrastructure for decision-making. This transformation is complete, financially sound, and meets with a perfect environment.
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Commented by Armin Schulz on January 28th, 2026 | 07:05 CET
The next major battery story is not being written in China – it is being led by the TSMC clone, NEO Battery Materials
The tech revolution has a blind spot. While billions are being poured into the development of AI, advanced robotics, and autonomous systems, one fundamental problem often remains unresolved: energy storage. The performance of these high-tech devices is determined by their weakest component - and increasingly that component is the battery. China dominates the mass market, but a critical gap is emerging: namely, demand for flexible, high-performance, non-Chinese battery solutions. This is precisely the vacuum NEO Battery Materials is stepping into with an approach that mirrors the semiconductor industry.
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Commented by Stefan Feulner on January 26th, 2026 | 07:25 CET
NEO Battery Materials positions itself for the battery revolution
Artificial intelligence, autonomous systems, drones, and robotics are causing global energy demand to skyrocket. But this is precisely where the weak point of digitalization becomes apparent. Conventional lithium-ion batteries are reaching their physical limits in terms of charging time, energy density, and cost. NEO Battery plans to break through this bottleneck. With innovative silicon anode technology, the Company promises significantly higher capacities, ultra-fast charging, and massive cost advantages. Initial partnerships with major customers, concrete supply agreements, and the expansion of production capacities are fueling imagination and increasingly bringing the battery specialist into the focus of investors.
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Commented by Fabian Lorenz on January 26th, 2026 | 01:35 CET
BASF under PRESSURE! BUY RECOMMENDATIONS for BioNTech and WashTec shares!
Market leadership, increased efficiency, dividends, and share buybacks - all good reasons to buy WashTec shares. Analysts at M.M. Warburg share this assessment. Their earnings estimates for the coming years may even be too conservative. Unfortunately, nothing about BASF is conservative; rather, it is disappointing. The chemical company has once again failed to meet analysts' forecasts. Its strong free cash flow is based on lower investments, which is also not a good sign. How are analysts reacting? BioNTech is facing a groundbreaking year. Analysts see potential for share price growth. News from the bulging product pipeline is likely to have a significant impact on the share price.
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Commented by Nico Popp on January 23rd, 2026 | 07:15 CET
Revolution in agricultural chemistry: How MustGrow Biologics is benefiting from the plight of Bayer and Corteva
Global agriculture is at a historic turning point, driven less by a belief in technological progress than by regulatory necessity. For decades, global food security has been based on synthetic pesticides and fertilizers, but that era is rapidly coming to an end. Authorities from Brussels to California are tightening the screws and banning established active ingredients one after the other because their ecological collateral damage is no longer tolerated. For the agricultural giants, this poses an existential threat: their full warehouses are in danger of becoming worthless if they do not find effective biological alternatives quickly enough. In the current extremely hectic environment in industry, which is characterized by billion-dollar acquisitions and strategic alliances, new power structures are emerging. While Corteva Agriscience is aggressively buying market share with its chequebook and Bayer is pushing ahead with its portfolio restructuring, the Canadian company MustGrow Biologics has carved out a position that is considered the "sweet spot" in the industry. The Company is the technology partner whose active ingredients have already been validated and licensed by the market leaders.
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Commented by Nico Popp on January 23rd, 2026 | 07:05 CET
The battle for resources is being fought in the data room: How Aspermont Uses AI to Boost the Returns of Rio Tinto, Alamos Gold & Co.
It is the greatest paradox of the modern economy: while demand for copper, lithium, and rare earths is exploding due to trade wars and the insatiable appetite of the AI industry, building a new mine has never been more difficult. Large mining corporations are increasingly failing not because of geology, but because of bureaucracy, environmental regulations, and, in remote regions of the world, geopolitical pitfalls. In this new era, where a legally binding permit is often more valuable than spectacular drilling results, validated information is becoming the most critical resource in the commodities sector. Analyst firms such as McKinsey and the International Energy Agency (IEA) warn of a massive structural supply deficit, as the development of new mines in the West often requires more than a decade of legal wrangling. It is precisely in this area of tension that the Australian media and tech company Aspermont is positioning itself as the decisive problem solver. With a treasure trove of data spanning centuries of industrial history and a new alliance with industry giant Rio Tinto, the Company is transforming itself from a media company into a kind of "Google of mining" – offering investors an opportunity based on intelligence rather than luck.
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