aerospace
Commented by André Will-Laudien on October 2nd, 2026 | 09:55 CEST
Heading South or Heading Higher? TUI and Lufthansa in a Fuel Crisis, RE Royalties and HelloFresh Under Scrutiny
Extremely high volatility — and almost every day. Iran threatens escalation, pushing oil prices higher, while Donald Trump publicly dreams of a quick peace deal, which could, in turn, push oil prices lower. Yesterday, however, Brent crude was trading at nearly USD 107 per barrel. Billions of dollars are being made in this back-and-forth by trading desks that operate largely outside the public eye, while questionable market activity is, of course, scrutinized mainly when it involves the average retail investor. The stock market has become a mirror reflecting just how much the world has changed. Autocratic rulers dictate the direction of attention and increasingly shape how societies interact. In the past, wars were waged over religious differences and territorial claims; today, economic interests clearly dominate, with everything else often serving as a pretext. After all, only countries close to the oil reserves have a direct interest in keeping oil prices high. Interestingly, over the past four years, the United States has risen to become the world's largest oil producer, ahead of Russia, Saudi Arabia, and Canada. Several stocks have significant exposure to these developments, particularly in the aviation and travel sectors. As always, the issue comes down to steadily rising costs. For speculative investors, some of the key players are worth a closer look.
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Commented by Jens Castner on September 29th, 2026 | 07:15 CEST
Raw Materials, Defense and Aerospace: Spectacular Price Targets for Almonty, Renk and OHB
September is traditionally not the best month for the stock market, which is why the DAX, Dow Jones, and others have struggled recently. During these periods, it is worth looking at second- and third-tier stocks. After all, individual stocks in this segment offer tremendous potential—if analysts are to be believed. Sensational studies were released last week on Almonty Industries, Renk and OHB. At first glance, a mining company, a transmission manufacturer, and a satellite builder have little in common. But on closer inspection, all three raise the question of how independent the West wants to be in the future when it comes to raw materials, defense, and space infrastructure. All three stocks are trading well below their all-time highs and offer upside potential ranging from 60% to over 100%.
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Commented by Lars Winter on September 18th, 2026 | 07:50 CEST
The New Power in the Skies: Volatus Aerospace, Airbus and OHB in a Stock Analysis
The war in Ukraine has shown just how fundamentally drones, satellites and autonomous systems are transforming modern warfare. At the same time, Europe and Canada are seeking to reduce their dependence on the US and China for security-critical technologies. It is not just established aerospace companies that stand to benefit from this trend. Volatus Aerospace, a small Canadian provider, is also positioning itself in this future-oriented market. Add to that Airbus, the European heavyweight, and OHB, a speculative bet on Europe's sovereignty in space. We take a closer look at these three aerospace specialists in our stock analysis.
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Commented by Nico Popp on September 17th, 2026 | 07:30 CEST
AI Bubble Ahead? SAP Is Worried, SpaceX Is Betting on the Future, and Lahontan Gold Is Banking on Hard Assets in the Ground
In the herd mentality of financial markets, what really matters often gets overlooked. For months, headlines about artificial intelligence, data centres in space and other visions of the future have been driving share prices. Yet while investors are pouring billions into these trending sectors, the upside potential is shrinking with every positive trading day—the premature hype is already too great. Those looking for substance are turning to hard assets: undeveloped precious-metal deposits in stable legal jurisdictions can offer leverage that the broader market has largely overlooked. We take a closer look.
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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.
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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.
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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".
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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.
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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.
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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.
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