armaments
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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Commented by André Will-Laudien on February 16th, 2026 | 07:05 CET
The situation is becoming critical everywhere! Are the next 300% gains already lurking at Antimony Resources, Rheinmetall, Hensoldt, or CSG?
Neglected for too long, but now investors should pay close attention to the critical metals sector. Time and again, new horror stories from Ukraine and the Gaza Strip have reinforced psychological pressure, highlighting that Central Europe, too, could face foreign policy risks. As a result, EU policymakers are continuing to ramp up their spending on defense technology. Until 2022, defense investment in Europe averaged just 1.2% of GDP. By 2024, this figure had already climbed to 1.8%, and for 2025 it is expected to exceed 2.5%. By 2030, research institutes expect it to reach a record high of up to 5%. In other words, 5% of total tax revenues, along with additional debt, would be allocated to acquiring military equipment. A few years ago, in times of peace, this would have been unthinkable. Unfortunately, wars and power-driven political agendas have long since captured the attention of market participants. Investors who fail to act in their portfolios now risk being left behind.
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Commented by Carsten Mainitz on February 16th, 2026 | 07:00 CET
These stocks continue to rise: Almonty Industries, RENK, and Steyr Motors. Do not miss out!
The pause near Almonty Industries' all-time high is likely to prove very short-lived. The arguments in favor of buying the stock are too strong. Several analysts have recently raised their price targets. As one of the world's largest producers of the critical raw material tungsten, the company has geopolitical weight, which is increasing in light of initiatives such as those by the US government to build up strategic reserves of rare earths and other critical raw materials. Several analysts have recently been promoting the two defense stocks RENK and Steyr Motors. Who has the edge?
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Commented by Fabian Lorenz on February 13th, 2026 | 07:15 CET
Siemens Energy, TKMS, and Almonty Industries! Profits surge, forecasts raised, target prices raised!
Almonty shares remain high flyers. Even though the overall market is weakening, every dip is being used as an opportunity to buy Almonty shares. And for good reason. The price of tungsten is exploding, and analysts are only slowly taking this into account. Further price target increases are likely to follow. Siemens Energy's share price and target price are also rising. The German energy technology group is profiting handsomely from the AI boom. The current quarterly figures are convincing, but there is no room for error in the valuation. Recently listed TKMS has raised its forecast. However, investors are reacting cautiously. Analysts' opinions remain divided. Is there a margin problem looming?
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Commented by André Will-Laudien on February 13th, 2026 | 07:05 CET
Defense Stocks Consolidate: Sideways Phase or 100% Upside Potential? Rheinmetall, RENK, Hensoldt, Power Metallic, and CSG
Investors would have hoped for a different outcome since October 2025. While commodity stocks climbed to historic highs, the market's former favorites in the defense sector saw their first significant wave of profit-taking. Rheinmetall fell from EUR 2,005 to EUR 1,450, Renk dropped from EUR 95 to below EUR 50, and Hensoldt declined from EUR 117 to EUR 65. Although these stocks later recovered some percentage points, new record highs have yet to materialize. The situation was quite different in the critical metals sector - the supply chain companies serving the defense sector. Since autumn, one thing has become increasingly clear: materials are running scarce. This is because the growth of the newly beloved defense industry requires huge quantities of metal. With high-tech components embedded in virtually all modern systems, copper in particular is in high demand, along with rare earths and tungsten. The recent explosion in copper prices to over USD 13,500 speaks volumes. Investors may want to consider reallocating their portfolios, as high metal prices are likely to lead to declining margins in the future, particularly in the defense sector. Here are a few ideas.
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