VTM
Commented by Matthias Schomber on July 30th, 2026 | 09:45 CEST
Infineon, LPKF Laser, and Strategic Resources: Three Stocks on the Verge of Decisive, Trend-Setting Moves
While the German chip, semiconductor, and technology sector is struggling to weather severe setbacks following a rapid roller-coaster ride, investors are also turning their attention to other sectors. Semiconductor giant Infineon is currently grappling with massive price declines following its spectacular rise, even though billion-dollar deals in Asia should be providing a tailwind. At the same time, the specialist LPKF Laser & Electronics is also seeking to find a stable footing in a highly volatile market environment. While these and other established high-tech stocks are giving back their gains and stumbling, a new growth story may be taking shape among smaller small-cap stocks. The Canadian company Strategic Resources is positioning itself as a key player in green steel and battery metals through groundbreaking regulatory approvals in Quebec and partnerships in Finland. Are we on the verge of a major turning point in the tech markets, and does Strategic Resources' stock even offer the potential to double in price?
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Commented by Carsten Mainitz on July 29th, 2026 | 07:10 CEST
Steel Is Strategic Again: How Strategic Resources and thyssenkrupp Could Benefit—and What It Means for TKMS
Geopolitical tensions, rising defence spending, the energy transition and the drive for more secure supply chains are placing renewed emphasis on industrial production and strategic materials. Without metals, specialty alloys, and high-performance materials, neither modern defence systems nor next-generation technologies can function. Strategic Resources is positioning itself at the heart of these critical trends. The company continues to advance its flagship BlackRock project in Canada. On the one hand, the Canadians aim to supply high-grade iron ore for the production of "green steel," which aligns with the megatrend of decarbonization. At the same time, however, the company has several additional growth opportunities up its sleeve.
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Commented by Nico Popp on July 22nd, 2026 | 08:00 CEST
The Race for the Arctic Region: Rheinmetall Needs Steel, Champion Iron Expands into Europe, Strategic Resources with Two Promising Projects
The green transformation of heavy industry is already challenging and is hitting industrial companies hard in times of crisis. Now geopolitics is adding to the mix—resilient supply chains are especially critical in the defence sector. Anyone who wants to reliably produce tanks, heavy military vehicles, or artillery, even in the midst of an absolute crisis, must rely on politically stable regions for the necessary raw materials and intermediate goods. The traditional distinction between civilian raw material extraction and military value creation is increasingly blurring in the current complex landscape. Civilian industry also benefits when political decision-makers expedite processes for national security reasons. We highlight three companies in the defence and steel sectors and point out opportunities for investors.
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Commented by Stefan Feulner on July 20th, 2026 | 06:55 CEST
GE Aerospace, Strategic Resources, Rheinmetall: Military Build-Up Fuels the Steel Boom
Military build-up drives demand for steel—and more than ever before. As defence spending rises, global demand is growing for high-strength specialty steels used in tanks, warships, military vehicles, aircraft, and modern weapons systems. At the same time, the industry is demanding steel produced in a climate-friendly manner and a secure supply of critical raw materials such as high-quality iron ore and vanadium. This dual boom in demand from the defence industry and decarbonization could open up exceptional growth opportunities for producers, suppliers, and technology providers in the coming years.
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Commented by André Will-Laudien on July 16th, 2026 | 07:30 CEST
Defence or Artificial Intelligence? On the Hunt for Blockbusters with Rheinmetall, Hensoldt, Strategic Resources, and TKMS
The market is becoming increasingly concentrated. Despite fresh record highs in July, the number of true winners can almost be counted on one hand. The strongest performers continue to be a select group of high-tech and AI stocks, while semiconductor shares are already beginning to lose momentum. Meanwhile, oil and gas stocks are picking up speed again, while the long upswing in the defence sector that began in 2022 appears to be running out of steam. As a result, many defence companies ranked among the worst-performing stocks during the first half of the year. Now the summer slowdown has arrived, and even a potential interest cut by Fed Chair Kevin Warsh is unlikely to lift sentiment. The reason is straightforward: inflation remains stubbornly high, hovering around the 4% mark in the US for an unusually long time. President Donald Trump had hoped that replacing Jerome Powell would pave the way for lower interest rates, but those expectations now appear increasingly unrealistic. Then there is the tariff setback, which is costing US taxpayers another USD 100 billion. In short, the warning signs of a broader market correction are becoming increasingly difficult to ignore. For active investors, the only real question is when, not if. Against this backdrop, we take a closer look at the battered defence sector in search of the next potential blockbuster investment.
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Commented by Armin Schulz on July 14th, 2026 | 07:35 CEST
Green Steel, Vanadium Batteries, and Uranium: thyssenkrupp, Strategic Resources, and Energy Fuels Power Industry 4.0
The old saying that crises create the greatest opportunities appears to be playing out once again in the commodity markets of 2026. While the global economy continues to struggle for stability, sharp moves in the prices of gold, oil, and other raw materials are highlighting growing uncertainty for investors. In the commodities sector, China has often established a kind of monopoly. As a result, Western governments and companies are increasingly seeking alternative sources of strategically important raw materials. Green steel, vanadium batteries, electric mobility, wind power, defense systems, and next-generation energy infrastructure all depend on secure and reliable supplies. In this article, we take a closer look at thyssenkrupp as a major industrial consumer, alongside Strategic Resources and Energy Fuels, two companies positioned to benefit as suppliers of critical materials.
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Commented by Tarik Dede on July 8th, 2026 | 07:10 CEST
Commodity Stocks in Focus: Kinross Gold, Strategic Resources, and Barrick Mining
Interest-rate expectations in the United States have fallen sharply. By now, the markets are only pricing in a single rate hike. And even that one looks at risk in light of Fed Chair Kevin Warsh's comments on inflation. Few or no further rate hikes this year are poison for the dollar. A weaker greenback, however, usually drives the commodity markets. Accordingly, gold, silver and other metals should benefit from this constellation. In any case, gold has already managed its first rebound off the low. That is why we are looking at the shares of Kinross Gold, Strategic Resources and Barrick Mining today.
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Commented by Matthias Schomber on July 6th, 2026 | 07:00 CEST
Burry's Short Attack on Micron Technology, BioNTech's Radical Overhaul and Strategic Resources: a Still-Quiet Commodities Player!
While the AI boom continues to promise enormous profits, the first cracks are beginning to appear. High-profile investors are suddenly betting against some of Wall Street's former—and in some cases already fallen—favourites. Will Micron Technology stage a successful turnaround, or is a deeper correction still ahead? At the same time, Germany's biotech sector is undergoing a period of profound change. Cost-cutting programs worth billions of euros and sweeping strategic realignments are putting investors' conviction to the test. Away from the spotlight, a potentially transformative story is also unfolding in the commodities sector. Investors seeking early exposure to the long-term trend in industrial decarbonization may want to take a closer look at Strategic Resources. We examine three companies from three very different industries—each offering a distinct investment opportunity.
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Commented by Jens Castner on July 3rd, 2026 | 08:10 CEST
TURNAROUND AFTER YEARS OF STRUGGLE: SOFTBANK, STRATEGIC RESOURCES, AND AIXTRON UNDER THE MICROSCOPE
SoftBank has done it. After more than two decades in the shadow of its own dot-com excesses, the Japanese technology investor is once again the most valuable company on the Tokyo Stock Exchange. Meanwhile, German semiconductor equipment manufacturer Aixtron is once again approaching its record high from 2000. Both cases demonstrate that even stocks once considered massively overvalued can stage a remarkable comeback after years of underperformance—provided they are supported by a genuine structural growth trend. This is a pattern that could also play out for Strategic Resources. The key difference is that its share price has collapsed despite never having reached the kind of extreme valuations seen in the other two cases.
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Commented by Nico Popp on June 30th, 2026 | 07:05 CEST
For Industry, It Is a Matter of Survival: thyssenkrupp Under Pressure, BYD With Advantages - Can Strategic Resources Provide the Rescue?
Many long-established industrial companies are facing intense pressure: their business models are undergoing structural change, supply chains are being reorganized, and international competition is increasing. European heavy industry, in particular, is at a turning point, as higher energy costs in Europe, especially in Germany, and stricter decarbonization requirements force companies to adapt their production processes. At the same time, Asian technology groups are pushing aggressively into global markets, often with fully vertically integrated structures and clear advantages in the race for raw materials. This is placing immense pressure on traditional European companies to restructure and innovate. We examine the overall situation and highlight potential opportunities for investors.
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