Tungsten
Commented by Fabian Lorenz on February 5th, 2025 | 06:55 CET
+300% Price Target, Major Order, and Bill Gates: RHEINMETALL, D-WAVE, ALMONTY INDUSTRIES
These stocks are successfully resisting the crash in tariffs and should continue to march even if the situation escalates: analysts see a revaluation and over 300% upside potential for Almonty Industries. The Company, with a 2026 P/E ratio of 6.3, is well on its way to becoming a major global commodity player. The massive tungsten mine in South Korea is set to open this year. The latest sensation is the sale of decades' worth of molybdenum production to a SpaceX supplier. Analysts are also still enthusiastic about Rheinmetall. The share price is rising almost even faster than the price targets, and the latest major order shows that it can continue. And how is high-flyer D-Wave doing? The specialist in quantum computing is also unlikely to be affected by tariff struggles and is getting a tailwind from Microsoft founder Bill Gates.
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Commented by Armin Schulz on January 29th, 2025 | 07:20 CET
Almonty Industries, Rheinmetall, BYD – Profiting from the trade war with critical raw materials
With Donald Trump's re-election as president and the announcement of tariffs specifically on Chinese goods, a trade war seems inevitable. In December, the Chinese Ministry of Commerce announced it would no longer supply tungsten and other rare minerals to the US. This was in response to the US restrictions on the sale of AI chips to China. Without critical raw materials such as gallium or tungsten, many high-tech products can no longer be produced. These materials are used in semiconductors, which are incorporated into nearly all electronics, cars, medical devices, and many other areas.
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Commented by Juliane Zielonka on January 24th, 2025 | 07:25 CET
Almonty, Rheinmetall, Palantir - Strategic decisions in global competition
Geopolitical tensions and technological innovations are the driving forces behind the current market movements in the defense and AI sectors. The leading tungsten producer, Almonty Industries, plans to move its headquarters to the US to strengthen domestic raw material independence for the defense industry. The timing is ideal as China tightens trade restrictions on both raw materials and US defense companies. Meanwhile, in Germany, the Federal Cartel Office has approved a far-reaching German-Italian defense project between Rheinmetall AG and Leonardo S.p.A. - the aim is to strengthen European security, particularly with regard to ground troops. The US tech company Palantir Technologies is further expanding its position in the AI market and is increasingly using AI platform technology for commercial customers. We look at what investors need to know now.
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Commented by Stefan Feulner on January 7th, 2025 | 07:00 CET
MicroStrategy, Almonty Industries and XPeng make headlines
The markets continued to rise in the first trading week of the new year. The DAX has managed to climb past the 20,000-point mark. Bitcoin is also working on reclaiming the magical USD 100,000 mark. For some market experts, this is just the beginning of an unstoppable run for the world's largest cryptocurrency. Less covered in the media but significantly more critical is the Western world's focus on securing vital raw materials. One company is on the launchpad and could soar to new heights after production begins.
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Commented by Fabian Lorenz on January 2nd, 2025 | 07:15 CET
MOMENTUM stocks for 2025: Rheinmetall, Bayer, Almonty Industries - Should you buy now?
Rheinmetall and Almonty Industries are entering the new year with momentum and are on the hunt for new all-time highs: Almonty is one of the strong performers in the commodities sector in 2024, and 2025 should be even better. The Company plans to bring the largest tungsten mine outside of China into production. Based on the explosion in sales and profits in the coming years, analysts see more than 200% upside potential. Things are also going well at Rheinmetall. The defense company plans to double its profit by 2027, suggesting the stock is not expensive. However, there is also potential for a setback. Unfortunately, Bayer experienced only downward momentum in 2024. Is a turnaround in sight for the once-largest DAX company?
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Commented by André Will-Laudien on December 23rd, 2024 | 08:20 CET
100% chance of peace in 2025: Ukraine, Israel & Syria! Rheinmetall, Renk, Almonty and Palantir in focus
The DAX ran a little hot in December, with a new all-time high of over 20,522 points. Shortly before Christmas, it fell back to 19,850 points. Some say healthy; others say a turnaround. The fact is that the 2024 investment year was only positive for a fraction of the listed stocks despite the recessionary environment. They come from the high-tech, artificial intelligence, banking and defense sectors. With the renewed escalation of Russian attacks at the turn of the year, hopes for peace have been postponed for the time being, leaving defense stocks with their dearly paid-for charm. Producers of strategic metals are again coming into focus because, for Western industrial nations, the task is to secure supply chains as best as possible. Where are the opportunities for investors at the turn of the year?
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Commented by Armin Schulz on December 17th, 2024 | 07:15 CET
TUI share takes off – When will Almonty Industries and Bayer follow suit?
At the end of 2024, the stock market is characterised by a dynamic spirit of optimism, driven by encouraging share price developments and optimistic future prospects. While some companies are showing impressive share price increases, it remains to be seen whether this positive trend will also spread to other sectors or companies. Global developments such as technological advances, sustainable investment strategies and geopolitical dynamics shape the market environment just as much as macroeconomic factors. In particular, interest rate cuts and declining inflation create tailwinds for investors.
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Commented by Fabian Lorenz on December 10th, 2024 | 07:15 CET
HIGHFLYER stocks with upside potential: Renk, TUI, Almonty Industries
The current year has seen the beginning of a revaluation of Almonty Industries. The tungsten producer's stock has already gained more than 50%. If analysts have their way, it could gain another 250%. According to analysts, there could still be over 250% upside potential, as the Company is on the verge of a revenue and profit surge with the opening of a mega-mine. The TUI share has finally jumped above the EUR 8 mark. Driven by statements about a strong summer season in 2025, there is room for further growth. At its IPO, Renk was sold as a high-flyer in the defense sector. While the Company has yet to live up to these high expectations, analysts see over 50% price potential.
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Commented by Juliane Zielonka on December 5th, 2024 | 07:20 CET
Technological change and raw materials: Rheinmetall expands virtual training, Almonty plans breakthrough, Intel stumbles
The technology sector is going through turbulent times: the German defense contractor Rheinmetall is setting new standards in military training with virtual reality technology. The simulator, developed in collaboration with Hologate, can generate acceleration forces corresponding to twice the force of gravity. This makes training for military drivers feel incredibly realistic. Away from the tech giants, Canadian mining company Almonty Industries is preparing a strategic coup in South Korea: its Sangdong mine, equipped with state-of-the-art grinding equipment from Finnish company Metso, could soon break China's 80% dominance of the global tungsten market and become an important alternative source for the high-tech and defense industries. Chip giant Intel, on the other hand, is struggling to find its place in the AI boom after the surprising resignation of its CEO. In the third quarter of 2024 alone, the Company recorded a loss of USD 16.6 billion.
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Commented by André Will-Laudien on November 20th, 2024 | 08:25 CET
Missiles for Russia! Returns lurk at thyssenkrupp, Rheinmetall, Almonty, Renk and Hensoldt?
Western missiles for Russia! A new escalation in the Ukraine conflict hits the trading floors of the stock markets, leading to significant losses for the DAX - dropping 400 points in just 24 hours. Portfolios now have to be quickly restructured as armaments are back in demand again. In addition, critical metals are also gaining traction because special elements such as tungsten are also needed to harden ammunition and military equipment. Those who pivot their portfolios swiftly could benefit from rapid revaluations.
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