armaments
Commented by Nico Popp on March 16th, 2026 | 07:35 CET
Ammunition shortages pressure the defense industry: Opportunity for Almonty, challenges for General Dynamics and Rheinmetall
Our global security architecture has been undergoing significant disruptions for some time. The decades-long paradigm of the peace dividend, built on global supply chains and reduced stockpiles, has largely collapsed. The defense industry now faces the challenge of establishing reliable supply chains for critical raw materials in order to meet the growing demand for artillery ammunition and heavy weapon systems. Another driver is the war in Iran. According to a report by the Financial Times, the conflict has decimated US ammunition stockpiles to such an extent that the Pentagon is already warning of shortages of certain munitions. To replenish these inventories, the US government is planning a supplemental budget of around USD 50 billion. In this environment, the US defense contractor General Dynamics is helping maintain the operational readiness of NATO partners through production of ammunition, while Rheinmetall, as a European systems provider, is also expanding its capacities. However, the crucial foundation for this production is the critical metal tungsten. The only significant Western supplier, Almonty Industries, therefore plays a key role - potentially opening up unique opportunities for investors.
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Commented by Armin Schulz on March 13th, 2026 | 08:40 CET
Almonty Industries: Analyst price targets continue to rise - Now as high as USD 25.80. What is behind the new targets
It does not happen often that a commodity market that has remained stable for decades suddenly becomes fundamentally disrupted. Yet that is exactly what we are currently witnessing in the tungsten right now. China is curbing exports, the US Department of Defense is banning Chinese tungsten starting in 2027, and prices are surging to historic highs. Amid this perfect storm stands a company that has quietly and persistently been building a Western alternative for years: Almonty Industries. While the world searches for solutions, the Canadian producer has just started operations at its Sangdong mine in South Korea - at precisely the right time and in exactly the right place.
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Commented by Fabian Lorenz on March 13th, 2026 | 07:10 CET
Nearly 50% upside potential: Rheinmetall, RENK, and Standard Uranium
Buying opportunities are emerging here. After the muted market reaction to the annual results, analysts see a buying opportunity in RENK. According to their estimates, the stock could offer almost 50% upside potential, although there are also more cautious voices. Rheinmetall, too, failed to fully convince the market with its 2025 results and outlook. Given the current valuations, investors appear to be expecting more. In contrast, uranium stocks may be presenting fresh entry opportunities. Driven by the AI boom, industry leaders such as Cameco have already performed strongly. Exploration companies, however, could still have significant catch-up potential. Standard Uranium is pursuing a risk-diversified strategy. The company is exploring a broad portfolio of projects near major players such as Fission Uranium, NexGen Energy, and F3 Uranium. A new drilling program scheduled to begin this month could trigger a revaluation of the stock.
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Commented by Fabian Lorenz on March 6th, 2026 | 07:35 CET
900% price increase and only a P/E ratio of 10! Rheinmetall, Hensoldt, and Almonty Industries in focus
Can a stock still be cheap after a 900% increase in 12 months? Looking at the current analyst estimates for Almonty Industries, the answer is "yes." Analysts are therefore raising their price target significantly and recommending the tungsten producer as a "Buy". They expect revenue and profits to explode starting this year. In contrast, investors in Rheinmetall and Hensoldt are slowly losing faith in the supercycle. Both stocks are languishing this year. Even the war in the Middle East is unable to give defense stocks a boost. Yet Rheinmetall has exactly the products in its portfolio that are so urgently needed: relatively inexpensive drone defense systems. The US is slowly running out of expensive interceptor missiles. Hensoldt recently reported a record order backlog, but investors are disappointed with revenue and profit growth. Could a takeover provide new momentum for the stock?
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Commented by André Will-Laudien on March 6th, 2026 | 07:15 CET
The clock strikes 13 – Iran is firing from all barrels! Investors are betting on Antimony Resources
Who would have thought it? US President Donald Trump is tackling the Iran issue together with Israel. It was long clear to experts that the Islamic world would not take kindly to this. Now there is speculation about how much military equipment is available on both sides to bring the supposed enemy to its knees. For investors, as for all bystanders, this is a humanitarian nightmare, yet military strategists think differently. They think in terms of supplies, production, and procurement. That the already scarce resources of recent months are being pushed through the supply chain once again is normal in such an environment. Since Monday, there have been three oil price shocks in a row. In addition to oil, investors should also keep an eye on strategic metals, especially antimony. The Canadian company Antimony Resources has seen a 100% increase since the turn of the year. Is there room for more?
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Commented by Fabian Lorenz on March 5th, 2026 | 09:50 CET
The US with "unlimited" ammunition? Hardly! Antimony Resources is the next critical-metals high-flyer!
Does the US have "unlimited" ammunition? That is what US President Donald Trump and his Defense Secretary Pete Hegseth suggested yesterday. However, they are likely to fail in the face of physical reality. Even if US arms manufacturers could produce ammunition as quickly as it is consumed, they would likely fail due to a lack of raw materials. For example, the supply of antimony is effectively dominated by China and Russia. The US is working intensively to secure its own supply, but this will take time. This is where companies like Antimony Resources come into play. The company is currently developing what is perhaps the most exciting antimony project in North America. It is likely only a matter of time before the stock reaches new highs, as the news flow appears highly promising.
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Commented by André Will-Laudien on March 3rd, 2026 | 07:20 CET
The arms build-up accelerates – Iran, Israel, and the US escalate! Critical metals remain in focus with Almonty, Thales, and Hensoldt
US President Donald Trump has made the nuclear debate with Iran a top priority. After years of living with what it views as a significant threat from the Iranian regime, Israel is now aligning its strategic interests more closely with Western partners. Discussions increasingly revolve around containing Iran's influence and limiting its military capabilities. Whether this will be so easy is doubtful, as the Revolutionary Guards have developed into a powerful force over the last 10 years, and Russia is also likely to appear on the horizon as a friend of the Iranians. For financial markets, this constellation implies renewed uncertainty and elevated volatility. Historically, such phases have tended to benefit defense and armaments companies. For marathon runner Almonty Industries, the environment appears particularly favorable: geopolitical tensions, rising tungsten prices, and governments under pressure to secure strategic raw materials are reinforcing the investment case. The momentum in defense and critical metals markets continues.
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Commented by Stefan Feulner on March 2nd, 2026 | 07:45 CET
Antimony Resources – Beneficiary of a bottleneck market
Antimony is one of the most underestimated bottleneck commodities in the world. China accounts for over 70% of global production, and export restrictions have temporarily driven prices up to around USD 60,000 per ton. Western nations are urgently seeking domestic sources for military, electronics, and flame-retardant applications. Antimony Resources is delivering high-grade drilling results, advancing an initial resource estimate, and is fully financed. In a market defined by extreme scarcity, this is precisely where a strategic beneficiary could emerge.
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Commented by Nico Popp on February 25th, 2026 | 07:15 CET
Seizing Defense Billions Now: How NEO Battery Materials Could Enhance Systems from Rheinmetall and Hensoldt
The world's security architecture is no longer what it once was: the future of defense is autonomous, networked, and energy-hungry. Military superiority is no longer determined primarily by the sheer number of deployed units, but by the synergy of autonomous mobility, sensor intelligence, and the corresponding energy capacities. In this environment, players such as Rheinmetall are equipping the next generation of military equipment with autonomous vehicles and drones. At the same time, Hensoldt is providing the necessary intelligence for today's battlefield through high-performance sensor technology and AI-supported radar systems such as the TRML-4D. According to reports from platforms such as Radartutorial.eu, these systems are capable of detecting up to 1,500 targets simultaneously within a radius of 250 km and processing data in fractions of a second. In the field of power supply for unmanned aerial systems, the Canadian-South Korean company NEO Battery Materials is positioning itself to drive a potential breakthrough.
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Commented by Tarik Dede on February 24th, 2026 | 07:35 CET
The arms race is on: Why Rheinmetall, Antimony Resources, and Leidos are needed!
War in Ukraine, troop buildup in the Persian Gulf: Politicians currently seem to be reverting to their role as warlords. The conflict in Ukraine alone has now lasted more than four years and shows how modern warfare works. It is important to control the necessary raw materials, data, and airspace. Since then, an arms race has begun. The US has urged its NATO partners to increase their defense spending, and most countries have followed suit. Within this framework, Germany has launched a EUR 500 billion investment program, which will benefit the German arms industry, among others. US President Donald Trump has announced a military budget of USD 1 trillion – for one year, mind you! But global rival China is not to be outdone, increasing its military spending by double-digit percentages every year. While the US primarily enjoys technological supremacy, China dominates the raw materials market. This explosive constellation offers investors opportunities on the stock market.
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