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Commented by Fabian Lorenz on May 14th, 2026 | 08:05 CEST

221% Growth Is Just the Beginning! Tungsten Producer Almonty Industries Poised for Billion-Dollar Revenues!

  • Mining
  • Tungsten
  • Defense
  • hightech
  • AI
  • semiconductor
  • geopolitics
  • CriticalMetals

After a 150% rally so far this year, is Almonty Industries stock still a buy? According to estimates from analysts at Bank of America, the answer may well be yes. The company's 221% revenue growth in the first quarter of the current year could merely mark the beginning of a much larger expansion phase. For the coming year, analysts expect the tungsten producer to generate revenue of CAD 1.32 billion, with margins in line with those typically seen in the technology sector. Earnings per share are projected to climb to CAD 3.50, implying a current P/E ratio below 10. This seems anything but expensive for a company supplying a critical raw material otherwise largely dominated by China. Interested investors may want to mark May 20 on their calendars and register for the virtual IIF event.

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Commented by Carsten Mainitz on May 14th, 2026 | 08:00 CEST

Analysts see significant upside for Antimony Resources, Rheinmetall, and TKMS!

  • Mining
  • antimony
  • Defense
  • hightech
  • geopolitics
  • CriticalMetals

The correction in defence and related sector stocks has recently intensified. A perceived imminent end to the war in Ukraine and more subdued expectations for medium-term growth are weighing on the market. However, according to many analysts, good buying opportunities are now emerging again for Rheinmetall & Co. Structural drivers such as rising defence budgets, geopolitical tensions, and full order books remain intact. One special stock is Antimony Resources. The Canadian company holds the highest-grade deposit of this critical raw material in North America. Antimony is a key raw material for ammunition, electronics, and defence equipment. Its importance is growing enormously against the backdrop of scarce global availability and fragile supply chains. In a recent report, GBC analysts assigned the stock a price target of CAD 3. Following the recent pullback, investors can pick up the stock at its current price of around CAD 0.61!

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Commented by André Will-Laudien on May 13th, 2026 | 07:10 CEST

The winners of the defence sector: Volatus Aerospace and DroneShield — While Rheinmetall, RENK, and TKMS are left behind

  • Defense
  • Drones
  • aerospace
  • hightech

Following the explosive rise in share prices of many traditional defence stocks, technical warning signs are mounting in the defence sector. Stocks such as Rheinmetall, RENK, and TKMS are now trading, in some cases, well below their long-term trend lines, while momentum indicators like MACD, RSI, and Stochastics continue to signal a need for correction. At the same time, institutional investors are increasingly shifting their focus from heavy armaments to technology-based defence solutions centred on drone defence, reconnaissance, and autonomous systems. This is precisely where Volatus Aerospace and DroneShield come in, entering a structurally growing market with scalable platforms, AI-driven sensor technology, and rising demand from military and security circles. Over a three-month period, both stocks remain firmly in positive territory, while traditional defence stocks are now failing to meet investors' high expectations and must face up to fundamental realities. The capital market is thus increasingly distinguishing between cyclical defence speculation and long-term, disruptive autonomous systems and intelligent defence technologies, with clear advantages for the specialists of the next generation of security.

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Commented by Nico Popp on May 13th, 2026 | 07:05 CEST

What the quarterly results show: Almonty becomes the tungsten backbone of the West – support from Bank of America and Lockheed Martin

  • Mining
  • Tungsten
  • hightech
  • Defense
  • geopolitics

Without control over critical minerals, there can be no security or economic resilience. This simple equation captures the current situation facing the US. Tungsten, the metal with the highest melting point of all elements and a density comparable to that of gold, is at the center of this development. Long considered a niche metal, tungsten has become a strategic bottleneck due to geopolitical tensions and the large-scale expansion of defence capabilities. In many industrial, defence, and high-tech applications, this unique heavy metal is indispensable. This week, Almonty released its first quarterly results since the start of production at its large Sangdong mine in South Korea. The new figures indicate that the company's transformation into a profitable producer of global significance has been completed. Almonty is now positioned for further expansion.

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Commented by Carsten Mainitz on May 12th, 2026 | 07:40 CEST

Almonty Industries: No investor should miss out on this strategic investment!

  • Mining
  • Tungsten
  • CriticalMetals
  • Defense
  • hightech
  • AI
  • semiconductor
  • geopolitics

As the saying goes, political stock markets are short-lived. But as we all know, there are no rules without exceptions. Nervousness on the stock markets has now subsided again. However, the Iran conflict and its associated economic repercussions cannot be ignored. How can investors position themselves in this environment? Commodity producers in general, and particularly those producing critical raw materials, will be among the winners, regardless of how the stock markets perform in the coming quarters. And this is where Almonty Industries stands out. The company is one of the leading producers of the critical raw material tungsten. Tungsten has become indispensable across several industries and is virtually irreplaceable, and the market has undergone a fundamental shift. Prices are surging, and Almonty Industries is the only source of Western production outside of China, which dominates 80% of the market. Almonty's enormous geopolitical significance is one of the many reasons to buy the stock, which analysts believe has significant upside potential.

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Commented by Matthias Schomber on May 12th, 2026 | 07:30 CEST

China's Stranglehold and the Achilles' Heel of Military Build-Up: The Thriller Involving Rheinmetall, RENK, and Antimony Resources

  • Mining
  • antimony
  • CriticalMetals
  • Defense
  • hightech

Created and published on behalf of Antimony Resources Corp.

The world is arming itself, and on the stock market, the big names in the defence industry celebrated an unprecedented rally. But recently, things have been going downhill for Rheinmetall & Co. on the stock market! Behind the gleaming facades of factory buildings and the impressive order books of Rheinmetall and RENK lies an uncomfortable truth. The massive production of ammunition and high-performance propulsion systems also depends on an almost forgotten raw material that China controls almost single-handedly. Antimony is the secret link that determines victory or defeat in industrial logistics. While industry giants search for stable sources, a Canadian exploration company is emerging that could close a strategic gap in the West. It is a game with extremely high stakes, where geopolitics, military necessity, and enormous profit opportunities collide head-on. When might share prices for Rheinmetall & Co. start rising again?

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Commented by Tarik Dede on May 12th, 2026 | 07:00 CEST

Volatus Aerospace: Positioned for Growth in the Expanding Drone Economy

  • Drones
  • Defense
  • hightech
  • aerospace
  • geopolitics

The wars of this decade have permanently altered the military landscape. Thanks to superior, affordable, and efficient drone and missile technology, middle powers like Iran are standing up to superpowers such as the US. So is little Ukraine in Eastern Europe, which has now withstood attacks from its adversary Russia for more than four years and, thanks to drone defence and attacks, has not collapsed as expected. Armies like the Bundeswehr, NATO members, and even the giant US must rethink their strategies in light of these developments. Drones appear to be a cost-effective and efficient weapon capable of shaking even world powers. There is open doubt as to whether tanks or warships will even be needed in the future in the quantities seen today. Volatus Aerospace has positioned itself strongly in the future market of drone technology. As a Canadian company, it has practical access to all NATO partners and, of course, its own military. This is further strengthened by a strong position in the civilian drone market. With order books bulging at around CAD 600 million, the stock could now shift into high gear again after a long sideways phase.

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Commented by Nico Popp on May 11th, 2026 | 06:35 CEST

The Defence Revolution: Why Volatus Aerospace Could Become a Partner for AeroVironment and TKMS

  • Drones
  • Defense
  • hightech
  • aerospace
  • geopolitics

The global security architecture is currently undergoing a transformation whose significance is comparable to the introduction of gunpowder. The war in Ukraine and the escalations in the Middle East have shaken a fundamental dogma of warfare: the assumption that technological superiority is secured through costly individual systems. We are entering an era in which the "logic of terror" must be reimagined. While a Tomahawk cruise missile costs up to USD 2.5 million, drones perform the same tasks at a fraction of the cost—often with greater flexibility and less risk to human personnel. This development marks the transition from cumbersome hardware such as tanks and cruise missiles to smart drones and software-defined defence solutions. We introduce industry representatives and place a special focus on the defence platform provider Volatus Aerospace.

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Commented by André Will-Laudien on May 8th, 2026 | 07:20 CEST

The Big Tungsten Question: Shortages – Price Spikes – Nervousness! Almonty Provides Answers

  • Mining
  • Tungsten
  • CriticalMetals
  • Defense
  • hightech
  • semiconductor

Shortages, price hysteria, jitters—who is keeping their cool in the critical metals market? Almonty has the answer and, for several weeks now, has been a new source for the critical element tungsten. In an environment where geopolitical fires and supply uncertainties keep commodity markets on their toes, and new realities emerge daily, the question of alternative sources for critical metals is gaining traction. The major stock indices are feeling this nervousness, with prices on a rollercoaster ride, but after a pronounced rally over the past 24 months, many assets are no longer cheap. With metal prices having increased tenfold, it is far more difficult for analysts to set fair price targets for producers. An interesting debate is unfolding; experts are sharpening their pencils, and investors are looking at charts that so far point in only one direction: northward. We provide a few facts.

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Commented by Armin Schulz on May 7th, 2026 | 08:45 CEST

From Niche Metal to Strategic Asset: Antimony Resources Gains Relevance for Rheinmetall and BASF

  • Mining
  • antimony
  • hightech
  • Batteries
  • Defense
  • flameretardant
  • chemicals

Created and published on behalf of Antimony Resources Corp.

What was long considered an obscure niche metal is now critical to the defence, chemical, and energy sectors. Antimony is used to harden alloys, improve flame resistance in plastics, and support certain battery technologies. At the same time, China controls 70% of production and strictly limits its exports. The result is price spikes of over 400% within two years. Without independent sources, Western industries risk being paralyzed. This is not a theoretical scenario, but an acute reality. Reason enough to take a closer look at the defence contractor Rheinmetall, the up-and-coming antimony producer Antimony Resources, and the chemical company BASF.

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