commodities
Commented by Fabian Lorenz on November 11th, 2026 | 05:39 CET
200 % upside potential! Analysts too conservative? Zefiro Methane taps into a new revenue stream!
Created and published on behalf of Zefiro Methane
200 % upside potential and now a new revenue stream is being added! Growth at Zefiro Methane could accelerate further in the coming years. The company benefits from a market worth billions, a large order backlog and a management team that has achieved an operational turnaround. Trading in emissions credits could soon generate additional revenue with high margins. Even without significant contributions from this business, analysts already expect sharply rising profits and a doubling of revenue within three years. Given these prospects, is Zefiro stock currently significantly undervalued?
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Commented by Fabian Lorenz on November 3rd, 2026 | 05:44 CET
CHINA keeps buying GOLD! Barrick Mining, Desert Gold and First Majestic Silver in focus
Created and Published on Behalf of Desert Gold Ventures Inc.
While the gold price has slipped below USD 4,000, data are encouraging the bulls. Gold buying in China is at its highest level since October 2023! This suggests an important market driver remains intact. At Barrick Mining, attention is turning to the upcoming quarterly results. Investors also expect an update then on the IPO of the North American operations. Delays were reported recently. Among gold explorers, Desert Gold currently stands out. The company is on the verge of production. Its CEO has provided an update on the latest developments and believes the resource is far from reaching its full potential. Analysts see considerable upside potential in the stock. There is no party mood in the silver sector at present either. Prices have corrected sharply in recent weeks, and First Majestic Silver's share price has been affected as well. Things are set to get interesting at the major silver producer on Thursday.
Commented by Fabian Lorenz on November 2nd, 2026 | 05:22 CET
Siemens Energy's Costly Mistake? Standard Lithium Nearing Penny-Stock Territory? Power Metallic Mines Receives Buy Rating!
Created and Published on Behalf of Power Metallic Mines
Disappointment at Siemens Energy. Competitor GE Vernova plans to acquire the Trench Group for around USD 9 billion. What does this have to do with the DAX-listed group? Siemens Energy sold Trench only a few years ago – for a fraction of the price now being discussed. Sentiment is more positive at Power Metallic Mines. Copper prices remain elevated, giving the company room to advance its world-class multi-metal project toward production. Analysts see significant share price upside and recommend buying the stock. Standard Lithium, by contrast, continues to come under pressure, with its shares potentially approaching penny-stock territory in US dollar terms. Weak lithium prices in October weighed on sentiment, while a positive Preliminary Economic Assessment (PEA) failed to generate much investor interest. What comes next?
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Commented by Fabian Lorenz on October 20th, 2026 | 05:26 CEST
Nordex and Aixtron Start Rally! Desert Gold shares With A Buy Recommendation!
Created and Published on Behalf of Desert Gold Ventures Inc.
Are Nordex and Aixtron shares finally taking off again? Both companies impressed the stock market with their preliminary results last week. Although both shares remain in a downtrend, their operational performance remains solid. The Underperform rating for Nordex should not be overinterpreted. Another potential candidate for a year-end rally is Desert Gold. Its investment case is largely independent of the gold price. Analysts see significant upside potential and rate the shares a Buy. The reason: Desert Gold is expected to become a gold producer before the end of this year.
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Commented by Fabian Lorenz on October 19th, 2026 | 05:32 CEST
Out of Siemens Energy? Into CTS Eventim and Power Metallic Mines?
Created and published on behalf of Power Metallic Mines
Copper held up remarkably well during last week's stock market turmoil. Structural conditions continue to support a high copper price, and Power Metallic Mines stands to benefit. The company is developing a multi-metal project in Canada with world-class potential. Following a compelling resource estimate, analysts recently reiterated their Buy recommendation. They see more than 200% upside and room to raise the target price. Is Siemens Energy's share price still too high despite a roughly 30% correction? Analysts take this view. They expect strong quarterly results but believe the market has already priced them in. At the same time, concerns are growing that the extraordinary AI-driven demand boom will not last indefinitely. They therefore rate the DAX stock a Sell. And what is happening at CTS Eventim? Signs suggest a bottoming formation is nearing completion. However, analysts remain divided on whether a sustained recovery is now within reach.
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Commented by Fabian Lorenz on October 16th, 2026 | 09:35 CEST
Buying Opportunities? TKMS, Almonty and Vonovia: Should Investors Add These Stocks to Their Portfolios?
The Almonty share price has been volatile. The tungsten producer has been one of the success stories in the commodities sector in recent years. With the Sangdong mine in South Korea, the company is moving into the ranks of leading Western producers of the critical raw material. Pullbacks have repeatedly presented buying opportunities in the past. Is the same true now? The CEO recently offered an optimistic outlook, and a historic milestone is set to be reached next week. Analysts also see a buying opportunity in TKMS. In their view, the share's sideways movement since its IPO is unwarranted. TKMS has recently secured another billion-euro contract. After a 30% decline this year, Vonovia shares are trading at 2023 levels. Interest rate fears and expropriation uncertainty are weighing on the stock. The expropriation issue has escalated further in recent weeks.
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Commented by Carsten Mainitz on September 11th, 2026 | 08:25 CEST
Knowledge Becomes Currency! Opportunities for Aspermont, Palantir and Rio Tinto?
Knowledge is power. And those who can sell it at scale can turn it into a lucrative business model. That is precisely what the long-established mining publisher Aspermont is pursuing. The Australian company is using artificial intelligence to transform its nearly 200 years of expertise in the global commodities industry into high-quality data products. The potential for scaling is enormous. Mining giant Rio Tinto is already on board as a client, which can be seen as a major vote of confidence. Palantir, in a different area, demonstrates just how strong demand for data-driven decision-making is becoming and how profitable scalable digital business models can be. What specific opportunities are available to investors?
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Commented by Stefan Feulner on May 27th, 2022 | 10:30 CEST
Nel ASA, Erin Ventures, NIO - Using setbacks as long-term opportunities
Since Russia invaded Ukraine, stock markets have corrected sharply, and volatilities have increased significantly. The S&P 500 Volatility Index VIX, for example, rose from under 20 to a high of over 35 points. Individual stocks are also still subject to high fluctuations, with market leaders in promising future-oriented sectors such as hydrogen fuel cell technology, photovoltaics and wind energy losing more than 50%. In such market phases, an anticyclical entry can represent a particularly worthwhile investment. A historic opportunity could also present itself in a critical commodity.
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Commented by Carsten Mainitz on May 4th, 2022 | 13:57 CEST
Phoenix Copper, Glencore, Rheinmetall - High demand is intact
In its latest report, the World Bureau of Metal Statistics (WBMS) provided an interesting insight into the general conditions of the metal markets at the beginning of the year. According to this report, there is still a global demand surplus for copper - just as there is for lead and nickel. In the first two months alone, the deficit already amounted to 83,000t of copper, up from 476,000t in 2021. In contrast, mine production rose by just 2.8% in January and February. However, coal and defense products are also currently in demand globally.
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Commented by Carsten Mainitz on March 3rd, 2022 | 12:48 CET
K+S, Globex Mining, Barrick Gold - On the road to success
The stock markets will certainly remain nervous for some time to come given the war in Ukraine and Putin's threatening nuclear gestures. But where there is uncertainty and risks, there are also opportunities. The big picture favors commodity investments: precious metals as a crisis currency, battery metals with high demand due to the energy transition, and agricultural commodities. We take a look at shares that offer good opportunities.
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