Tungsten
Commented by Fabian Lorenz on April 8th, 2025 | 07:00 CEST
Winners in the tariff quake: Renk, Nel ASA, Almonty – China attacks US defense industry
The tariff quake on the stock markets continued yesterday. For companies like Nike and the German automotive industry, the extent of the consequences is still unclear. However, there may also be winners. Tungsten producer Almonty emphasized yesterday that its defense-critical raw material is exempt from tariffs. In addition, China is tightening its controls on the export of critical raw materials. This makes Almonty shares even more attractive. Is a NASDAQ listing the next surprise? The effects of the tariffs are also likely to be manageable for RENK. The transmission manufacturer for tanks and other military vehicles has excellent business prospects here in Europe. The share was again recommended as a "Buy". Hydrogen could also benefit, as it helps diversify Europe's energy supply. Can Nel ASA benefit from this? A study shows that more investment in electrolysis capacity is needed in Europe.
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Commented by Armin Schulz on April 3rd, 2025 | 07:30 CEST
Tungsten shortage as a goldmine: Why Almonty Industries is becoming a key player for NATO countries
As early as the beginning of December 2024, there were initial indications that China would impose certain restrictions on its tungsten exports. After the Chinese government further tightened export control on tungsten and molybdenum in early February 2025, Western industries have been increasingly seeking reliable alternatives. While Beijing leverages its dominance in critical metals as a geopolitical lever, companies like Almonty Industries are benefiting by building independent supply chains. With strategic partnerships, a relocation of its headquarters to the US, and the revival of one of South Korea's largest tungsten mines, the Company is positioning itself as a key player in a market characterized by scarcity and increasing demand.
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Commented by Mario Hose on April 1st, 2025 | 12:30 CEST
Insider Buying: Almonty Industries CEO buys again
Two purchases in just a few days - what is behind Lewis Black's confidence in his own company, and why could tungsten soon become the most strategically important metal in the Western world? In times of geopolitical tension, it is often the small signals that herald big things. On March 28 and again on March 31, 2025, Lewis Black, CEO of Almonty Industries Inc., announced that he had bought 50,000 shares of his own company on the stock exchange. Insider purchases like this are rarely a coincidence – they demonstrate conviction and deep confidence in the Company's future trajectory. For experienced investors, this is a strong signal: the man at the top truly believes in the story.
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Commented by André Will-Laudien on March 31st, 2025 | 07:30 CEST
After a 200% surge, is a takeover now on the cards? Almonty Industries ignites the next stage!
Almost daily, the capital markets must contend with new announcements from the White House. One day, it is the US distancing itself from NATO; the next, there are demands that poorly defended Greenland should join the US as quickly as possible. At first glance, Donald Trump appears to be a stag gone wild in his dealings with his transatlantic allies, but at second glance, a strategy emerges. The US administration fears losing power and an international conspiracy against the US dollar. The hegemony of the West has been faltering since Russia formed an alliance with the BRICS countries and established a new power bloc. The problem: Western industries remain highly dependent on raw material supplies from these emerging states. Now, it is becoming clear where the journey is headed for the West: Securing raw material sources, building up a new military strike force, and ensuring mutual security in case of need, even without US support. Whoever can deliver strategic metals in this scenario is king. A glance at the chart of Almonty Industries (EUR 1.30; WKN: A1JSSD; ISIN: CA0203981034; TSX: AII) illustrates the plight: time is of the essence!
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Commented by Stefan Feulner on March 24th, 2025 | 07:00 CET
Nel ASA, Almonty Industries, Tencent – Merz and Trump as trend accelerators
The past stock market week was quite a rollercoaster. In addition to the approval of the billion-euro package by the Bundesrat and Bundestag, which helped the DAX to reach new highs at times, the activities of the old and new US President Donald Trump also caused high volatility on the global stock markets. In particular, defense stocks such as Rheinmetall, Steyr, and Deutz, as well as companies that produce the raw materials needed for rearmament, benefited and could continue their rally.
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Commented by Mario Hose on March 19th, 2025 | 14:15 CET
Tungsten in the crosshairs – Almonty Industries on the verge of a revaluation like Steyr Motors?
An explosive mix: Raw materials war, defense, and a strategic mine. The geopolitical tensions between China and the USA are intensifying – and an inconspicuous metal is coming into focus: tungsten. Without this critical raw material, there would be no tanks, high-performance ammunition, or high-tech products. But the problem? 90% of the world market is dominated by China, Russia, Iran, and North Korea. The West is dependent – and that is precisely what makes Almonty Industries Inc. (WKN: A1JSSD | ISIN: CA0203981034 | Ticker symbol: ALI) an explosive investment opportunity.
The Company is on the verge of bringing the Sangdong mine in South Korea, the largest tungsten mine outside China and Russia, into production. This is perfectly timed, as China has sanctioned the export of tungsten. The market is under pressure, the US and Europe are rearming – and Almonty could become the key player. Now comes another explosive piece of news: Almonty is working with the powerful US lobbying agency American Defense International, Inc., whose clients include SpaceX, SAP, and the defense contractor Kongsberg. This is a clear signal that Almonty Industries is strategically coming into Washington's focus.
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Commented by Mario Hose on March 18th, 2025 | 14:10 CET
Almonty, Rheinmetall, Steyr Motors: Why defense stocks are exploding now!
The world is entering a new geopolitical era: armament and defense production have top priority. Countries are effectively investing unlimited sums into their defense industries, which means gigantic opportunities for investors! Those who are positioned correctly now can benefit from price increases that are rarely seen, even in the most dynamic tech sectors. One example? The stock of Steyr Motors AG: Just a month ago, it was still available for EUR 14.80. This morning, it exploded on Tradegate to up to EUR 426.00 – an incredible price increase of 2,778%!
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Commented by Fabian Lorenz on March 18th, 2025 | 07:10 CET
Another 200% price gain with Renk, thyssenkrupp or Almonty Industries?
Defense stocks are off to a strong start in the new trading week, with price targets continuing to rise. However, Rheinmetall and Co. seem to have run a little hot. It is worth taking a look at the second tier or along the value chain. Almonty Industries, for example, offers a buying opportunity with a single-digit P/E ratio and, according to analysts, an upside potential of over 200%. The tungsten producer is on the brink of a golden era. Its raw material is not only used in the latest generation of anti-aircraft ammunition but is also essential for countless products in the military and civilian sectors. As a result, the world's largest producer, China, is increasingly using export restrictions as a "weapon". thyssenkrupp has also been able to benefit from its defense division in recent weeks. The IPO is taking shape, and the government may purchase shares. And what is Renk doing? The transmission manufacturer has reported a major order in the US, and the target price is rising sharply.
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Commented by Armin Schulz on March 11th, 2025 | 07:00 CET
Renk Group, Almonty Industries, Hensoldt – NATO calls for an arms race!
In a world where geopolitical fires are shaking the global security architecture, an industrial arms race is forming behind the scenes. While NATO Secretary General Mark Rutte this week once again emphasized the "urgent need" for accelerated arms production – from drones to satellites – European states are setting record sums in motion: Germany is loosening its debt brake for a EUR 500-billion special fund, and the EU is planning military loans of 150 billion. But who will benefit if Europe wants to reduce not only its defense budgets but also its dependence on US arms deliveries? Three companies are in the spotlight whose stocks have long been surfing in the wake of the arms race. Where is it worth getting in?
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Commented by Juliane Zielonka on March 6th, 2025 | 07:20 CET
Almonty Industries, Hensoldt, and Renk Group: Strategic moves for Europe's strength
Global tensions and dynamic US politics are driving Europe's security efforts. Companies like tungsten producer Almonty Industries and defense contractors such as Hensoldt and Renk Group are moving to the center of this geopolitical chess game. Almonty has a unique opportunity to break China's tungsten monopoly with its Sangdong mine in South Korea. This presents a glimmer of hope for companies like Rheinmetall, which require hundreds of tons of tungsten yearly to continue to meet the demand for armaments. The German radar technology company Hensoldt has already seen its share price rise by 20% since plans for a multi-billion-dollar defense fund were announced. Renk Group supplies the drives for Europe's rearmament: With a "Ba2" rating from Moody's, the transmission manufacturer benefits from the NATO boom and US expansion. Between geopolitical pressure, commodity risks, and political hurdles, peaceful coexistence is at stake. Who has a strategic advantage for the next move on the global playing field?
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