aerospace
Commented by Nico Popp on September 7th, 2026 | 08:20 CEST
Almonty: Analysts Speak Out – Airbus and Sandvik Need to Diversify Their Tungsten Supply
When huge turbines roar on the tarmac and passenger jets weighing several tonnes take off, few people think about how modern aeroplanes are manufactured and what is crucial to the process. Yet one extremely durable metal can determine the pace of modern aviation: tungsten. Without tungsten, the aviation industry's assembly lines could grind to a sudden halt. With a density close to that of gold and the highest melting point of any element, this critical metal can withstand extreme conditions. It is therefore essential not only in aerospace but also in a range of other future technologies, including fusion energy. Yet while the West is developing and building the latest-generation aircraft, China controls more than 80% of global tungsten production. This concentration of supply represents a highly dangerous strategic risk—but there is a solution.
Read
Commented by Matthias Schomber on September 4th, 2026 | 09:30 CEST
Danger at Rheinmetall and OHB! Is HPQ Silicon a Buying Opportunity?
The defence sector has experienced an unprecedented rally in recent years, but a harsher wind is suddenly blowing on the trading floor. While major players such as Rheinmetall and the aerospace specialist OHB are suffering from profit-taking and rising oil prices despite their exceptionally strong order books, a potentially entirely new opportunity is emerging away from the headlines. Canadian technology company HPQ Silicon is developing market-changing innovations in battery and hydrogen technologies that are approaching commercial breakthrough. Bold investors who think innovatively may recognize that opportunities on the stock market could be emerging right now.
Read
Commented by Fabian Lorenz on September 2nd, 2026 | 07:20 CEST
Is It Time to Sell Gerresheimer? Aerospace and Gold Contenders Step Into the Spotlight: OHB and Lahontan Gold in Focus
A major coup for OHB. Germany's space industry hopeful has secured a contract worth billions. Could this also give the share price another boost? Even its inclusion in the SDAX failed to halt the sharp correction. The gold price is currently performing strongly once again. As such, the timing for Lahontan Gold shares could hardly be better. The exploration company is currently taking the final steps toward becoming a producer. The mine is set to be built in the US state of Nevada next year. The resource estimate was recently raised to 2.4 million ounces, and management sees plenty more potential. Is the rally at Gerresheimer, up over 50%, now coming to an end? The group, battered by profit warnings, costly takeovers and accounting issues, is working on a comeback. Yet analysts are advising "Sell".
Read
Commented by Tarik Dede on August 31st, 2026 | 07:20 CEST
Above the Clouds: Ryanair, Volatus Aerospace and Air France-KLM in Focus
Freedom is not always limitless above the clouds. High jet fuel prices are putting pressure on airlines' businesses, while rising ticket prices have made summer vacations in 2026 significantly more expensive. This is especially true in Europe, where jet fuel capacity remains limited. Nevertheless, the market is currently showing signs of easing. Since the outbreak of the war, many airline stocks have recovered. It is therefore worth taking a closer look at the shares of low-cost carrier Ryanair and the premium carrier Air France-KLM. For investors who would rather avoid the poor predictability of airline stocks, there is still an opportunity to look to the skies by considering shares of Volatus Aerospace.
Read
Commented by André Will-Laudien on August 19th, 2026 | 07:15 CEST
Excitement is Building: SpaceX, Volatus, Airbus and DroneShield are supplying NATO and seeing their profits soar
As of July 31, 2026, the Bundeswehr will grow to approximately 186,700 service members. This means that, as of mid-year, the number of military personnel will fall within the target range for 2026 growth—between 186,000 and 190,000 "troops". At the same time, this marks a new high in approximately 13 years. Furthermore, the transatlantic military alliance is responding to the changed geopolitical security situation by making historic investments in defense and rapidly advancing the modernization of its armed forces. At the heart of this strategic realignment is a profound technological transformation that merges traditional defense equipment with state-of-the-art aerospace technology. In addition to SpaceX, Airbus and DroneShield, the Canadian technology company Volatus Aerospace is also experiencing rapidly rising demand for its sophisticated drone systems for tactical reconnaissance along external borders. The synergy between agile tech pioneers and established defense giants is creating a highly efficient ecosystem for defending the Western Hemisphere. For investors, this booming sector offers a rare combination of defensive stability and exponential growth potential. We take a closer look.
Read
Commented by Armin Schulz on August 18th, 2026 | 08:30 CEST
Ticking Time Bomb in the Skies: Rheinmetall, Volatus Aerospace and DroneShield Stand to Benefit from Rising Security Threats
The incident at Leipzig Airport in early August, where fortunately a drone carrying Semtex explosives could not be detonated, demonstrates just how vulnerable the security infrastructure is—not only in Germany. Although intruders can often be detected, active intervention is sometimes difficult. This emerging threat is driving the multi-billion-dollar market for drone defence technologies. However, operators are facing regulatory grey areas, even as demand soars. So today we are taking a closer look at defence giant Rheinmetall, drone specialist Volatus Aerospace, and counter-drone specialist DroneShield.
Read
Commented by André Will-Laudien on August 17th, 2026 | 07:50 CEST
New Drones and Space Acrobatics? SpaceX, Power Metallic, Thales and Heidelberger Druck in Flight Mode
The global aerospace and defence industry is currently experiencing an unprecedented technological boom that is completely upending traditional market dynamics. From autonomous systems in the stratosphere to revolutionary launch vehicles in orbit, more and more industries are reaching for the stars. To survive in this fiercely competitive environment, established industry giants and visionary tech pioneers alike must forge new alliances and radically expand their core competencies. A look at current market trends impressively demonstrates that innovation today arises primarily from the synergy between radical high-tech development and high-precision industrial scaling. While NASDAQ newcomer SpaceX is pushing the boundaries of what is possible in space with spectacular feats, specialized players like the European Thales Group are driving the modernization of defence systems with advanced sensor and drone technologies. Heidelberger Druck is also showing surprisingly strong momentum as it successfully adapts its time-honoured precision engineering for the future drone production market. And then there are the indispensable critical metals: Power Metallic aims to join the North American supply chain soon. Exciting!
Read
Commented by Fabian Lorenz on August 17th, 2026 | 07:40 CEST
TKMS Keeps Soaring! When Will DroneShield and Volatus Aerospace Take Off Again?
Nearly 50% gains in just a few weeks. TKMS is currently riding a wave of success, and analysts believe the stock has further upside potential. The company is a prime example of the comeback staged by traditional defence stocks in recent weeks. By contrast, many drone stocks continue to struggle. It seems like a strange disconnect, since few would dispute that drones and counter-drone systems are playing an increasingly important role, not only in current conflict zones. Accordingly, the investment needs of armed forces and security agencies are likely to remain substantial in the coming years. So when will companies such as Volatus Aerospace and DroneShield take off again?
Read
Commented by Tarik Dede on August 13th, 2026 | 07:15 CEST
Aviation Stocks in Focus: Airbus, Volatus Aerospace and Lufthansa
High jet fuel prices, airspace closures due to war or wildfires, and geopolitical factors are making life difficult for companies across the entire aviation sector. Despite these circumstances, however, the markets for drones and civil aviation continue to grow. On the one hand, people want to continue traveling and flying. On the other hand, markets are opening up for both new and established companies with the emergence of redefined flying objects. That is why we are taking a look today at the stocks of Airbus, Volatus Aerospace, and Lufthansa.
Read
Commented by Jens Castner on August 12th, 2026 | 07:30 CEST
Buckle Up for a Short Squeeze: Could Almonty and HelloFresh Follow SpaceX's Rocket Launch?
When short sellers are caught off guard, it can lead to veritable price explosions. Although no supernova was observed at the aerospace company SpaceX last week, it was definitely more than a gentle liftoff: the share price shot up by more than 15% following its quarterly results. Notably high short positions have also recently built up for the tungsten producer Almonty Industries and the meal-kit delivery service HelloFresh. With earnings reports just around the corner for both stocks, these numbers could become the catalyst for an even bigger move.
Read