geopolitics
Commented by Matthias Schomber on June 8th, 2026 | 07:35 CEST
Full Coffers, Strong Project, and Pennant Formation Nearing Breakout: Is Lahontan Gold The Best Entry Opportunity of the Year?
The world is holding its breath. As the devastating war in Ukraine continues unabated and geopolitical tensions reach new heights amid the fully escalated conflict in Iran, investors are increasingly seeking safe-haven assets. Global markets are reacting nervously to each new development. Yet one asset continues to stand out in this environment of uncertainty: gold. Trading at around USD 4,320 per ounce, the precious metal is once again demonstrating its role as a store of value during times of crisis. Against this backdrop, the Canadian mining company Lahontan Gold is coming into focus. Investors looking to diversify their portfolio with a gold stock may find an intriguing opportunity here. Lahontan Gold combines a top-tier project in an extremely secure mining region with a well-funded balance sheet. The stock chart is also showing an interesting technical setup. A pennant formation has been tightening in recent months and may be approaching a decisive breakout point. If the price breaks out to the upside, this could mark the beginning of a significant upward move.
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Commented by Stefan Feulner on June 8th, 2026 | 07:15 CEST
Almonty Industries: Short-Term Shock, Long-Term Opportunity
Last week's close is likely to go down in the annals of Almonty shareholders as a "Black Friday." For one thing, the overall market took a significant hit following the rally of the past few weeks. The S&P 500 lost around 3%, while the Nasdaq technology exchange even recorded its largest single-day point loss ever. In parallel with this downward spiral, Almonty Industries, the largest tungsten producer outside of China, announced a capital measure that sent the stock plummeting by over 20% in Friday trading. However, looking at the facts of the financing, sentiment is likely to brighten in the long term following the initial storm.
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Commented by Fabian Lorenz on June 8th, 2026 | 07:05 CEST
Shock Move at Barrick Mining? Merger with Endeavour Mining? Opportunity in Desert Gold? Gold Price at USD 4,000?
While the gold price is weakening, a potential mega-merger is emerging in Africa. As reported by "Reuters," Barrick Mining is exploring strategic options for its African operations. In addition to a potential IPO in London, a merger with Endeavour Mining is also being considered. Barrick has already been pursuing a strategic realignment for some time, including plans to list its North American business separately. Smaller explorers and producers in West Africa should also benefit from the increased market attention. One potential acquisition target is Desert Gold. The company's CEO recently made a strong impression at an investor conference. The company aims to begin gold production this year and sees an opportunity to expand its resources to over five million ounces. Analysts recommend a "Buy" rating. At the same time, Russia is reportedly selling gold. Is this a reason for concern?
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Commented by Armin Schulz on June 5th, 2026 | 07:35 CEST
Almonty Industries: Taking on China's Monopoly with the Sangdong Mine – Is Now the Right Time to Invest?
The US has been firing Tomahawk cruise missiles in the Middle East at a rate that has likely made even Pentagon planners nervous. Each of these missiles contains tungsten. This is a critical raw material, over 80% of which is controlled by China. Washington is desperately searching for alternatives. One such alternative is currently getting underway in the mountains of South Korea. The Sangdong Mine, which had been idle for 30 years, is now set to secure Western supplies. The company behind it is on the verge of the biggest chapter in its history. We are therefore taking a closer look at Almonty Industries.
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Commented by Tarik Dede on June 3rd, 2026 | 10:40 CEST
Gold Market: Pullback Creates Opportunities in B2Gold, Kobo Resources, and Agnico Eagle Mines
Gold has remained remarkably resilient amid ongoing geopolitical tensions, inflation concerns, and the prospect of higher interest rates. The precious metal is currently trading sideways within a broad range of USD 4,400 to USD 4,800 per ounce and has recently defended the USD 4,500 level. History suggests that gold can perform well even during periods of rising interest rates. The 1970s provide a notable example. As the Western world grappled with stagflation—a combination of economic stagnation and rising prices—central banks, led by the US Federal Reserve, aggressively tightened monetary policy. Despite higher interest rates, gold emerged as one of the decade's strongest-performing assets, climbing from USD 35 per ounce to more than USD 800 by 1980. Today, the charts for many gold companies also look promising. They would be the biggest beneficiaries of another outperformance by the precious metal. In any case, the banks remain optimistic. Whether it is Goldman Sachs, Deutsche Bank, or UBS, analysts see gold back above the USD 5,000 per ounce mark by year-end. We therefore take a closer look at three companies that appear interesting not only from a charting perspective, but also fundamentally: B2Gold, Kobo Resources, and Agnico Eagle Mines.
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Commented by Fabian Lorenz on June 3rd, 2026 | 08:00 CEST
Caution with Rheinmetall, US Contract for DroneShield, and HPQ Silicon Impresses!
Caution is advised with Rheinmetall! The stock of Germany's largest defence contractor appears to have ended its recovery and is once again heading toward its annual low. A positive analyst comment failed to provide any meaningful momentum. Perhaps a partnership in the US could provide a catalyst? There is more positive news from the world's largest defence market for DroneShield. The stock rose slightly yesterday. Is it now heading toward an all-time high? The CEO of HPQ Silicon made a strong impression at an investor conference. The company is currently transitioning from the research phase to commercialization. Its next-generation battery technology is impressing in drone tests. Additionally, the company aims to revolutionize hydrogen production. The share is definitely worth adding to your watchlist.
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Commented by Tarik Dede on June 3rd, 2026 | 07:55 CEST
Almonty Industries: The Cash Flows Are Coming
As recently as 2024, Almonty Industries shares were trading for less than USD 1 apiece. The stock is now trading around USD 19, having briefly surpassed USD 20. Following this spectacular growth phase, the company is now poised for its next step. On one hand, the Sangdong mine in South Korea officially opened in mid-March and will now supply the Western world with the critical raw material tungsten. On the other hand, SpaceX's IPO is set to take place in a few days with a valuation of USD 1.75 trillion—a figure that seems out of this world. Then, many investors might realize that tungsten, whose global market is clearly dominated by China, is also indispensable for space travel. And it is precisely this product that is actually only available in large quantities from Almonty Industries.
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Commented by Matthias Schomber on June 2nd, 2026 | 06:30 CEST
Deadly Drone Swarms Are Driving Global Demand: Is Volatus Aerospace Poised for a Rally?
Recent events in Eastern Europe have sent shockwaves through global markets and highlighted the evolving nature of modern warfare. Russia has been attacking Ukraine in large waves with hundreds of domestically produced Geran drones, whose Iranian Shahed origins have fundamentally altered the global arms architecture. Ukraine, meanwhile, has responded with long-range drone strikes against targets deep inside Russia, often more than 1,000 km from the border. Some of these attacks have targeted critical energy infrastructure in the Saratov region. Against this backdrop, a Canadian company is emerging with technology designed to address precisely these kinds of threats. Volatus Aerospace has secured important contracts with the US military and combines real-world operational experience with advanced Western drone technology. Fresh capital is flowing into the company, and from a stock market perspective, the shares appear to be approaching a potentially significant turning point.
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Commented by Carsten Mainitz on May 29th, 2026 | 09:20 CEST
Cleantech Companies in the Fast Lane! How Much Higher Will Pure One, Nel, and Plug Power Shares Go?
The high prices of oil and gas amid the Iran conflict continue to provide a significant boost to cleantech stocks. Shares of Nel and Plug Power have recently risen sharply, even though most analysts remain skeptical of this trend. But as the saying goes: the market is always right. If the analysts at Trim Capital are correct, investors should keep an eye on Pure One. The experts believe the Australian cleantech company is poised to multiply its revenue over the next two years and attest that the shares have tenbagger potential.
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Commented by Tarik Dede on May 29th, 2026 | 09:15 CEST
Lahontan Gold: Stock in the Sweet Spot
Gold prices are currently still under pressure. Concerns about higher interest rates in the United States are certainly the main drag on the market. However, Fed watchers are unanimous in expecting that there will be no rate hike in the United States before the midterm elections in November. Fed Funds futures are currently pricing in only one rate hike by year-end. But President Trump likely did not appoint the son-in-law of a longtime business partner as Fed Chair without reason. He wants lower interest rates, and Kevin Warsh could deliver. The market may therefore be fundamentally wrong on this issue. This would be the optimal scenario for gold stocks such as Lahontan Gold. The Canadian company is currently developing the historic Santa Fe Mine in Nevada. Founder and CEO Kimberly Ann aims to pour the first gold bar by the end of 2027.
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