hightech
Commented by Fabian Lorenz on July 6th, 2026 | 07:15 CEST
TKMS Ahead of Billion-Euro Deal! AI Fantasy at OHB and Schwarz Digits! Buying Opportunity at Drone Specialist Volatus Aerospace!
TKMS is seen as the big winner of Rheinmetall's debacle around the F126 frigate programme. After the German government pulled the plug, the new frigate deal could now move very quickly. According to "hartpunkt.de", the Bundestag is set to decide on the order of four new frigates from TKMS before the summer recess. Like the entire defence sector, drone stocks are not among investors' favourites this year either. But given the future prospects in the military and civilian arenas, it can really only be a matter of time before the rally starts again. A hot buy candidate is Volatus Aerospace. The Canadians are benefiting from NATO contracts, have just opened a new site and have a full pipeline. OHB's shares recently crashed. The German space company had previously benefited from the SpaceX hype. Then a capital increase triggered a sell-off. Can the AI partnership with Schwarz Digits generate fresh price fantasy?
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Commented by Nico Popp on July 6th, 2026 | 07:10 CEST
Why the Antimony Bottleneck Threatens Hensoldt and BASF, and How Antimony Resources Benefits
Created and published on behalf of Antimony Resources Corp.
The world order is different from before 2022. China is tightening the reins on critical metals. The situation with semiconductor and alloy raw materials in particular calls for action. The strategic semimetal antimony is increasingly becoming a critical bottleneck for Western industry. China's export restrictions - the country controls around 36% of global mine production and around 70% of global antimony refining capacity - have triggered deep uncertainty among European groups in the chemical and defence sectors. The solution is new supply chains and mines in secure jurisdictions. We examine the current situation and present a possible beneficiary.
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Commented by André Will-Laudien on July 3rd, 2026 | 11:00 CEST
Rebound and Straight Back Up: Rheinmetall, Renk, Antimony Resources, TKMS, and Hensoldt
Created and published on behalf of Antimony Resources Corp.
The stock-market carousel keeps turning. While defense stocks were still on the hit list over the past 5 months, an impressive rebound is now underway. Rheinmetall experienced an outright sellout after a large frigate order was awarded to TKMS. Across the sector, the stocks had to absorb discounts of up to 50% after having risen to hype status in the years 2024 to 2025. Another stock caused a stir yesterday: Antimony Resources! After a 90-day consolidation of nearly 70%, new drill results came in. And lo and behold: not only does antimony lie dormant in the ground, but also plenty of gold. Good for anyone who bought in here over the past few weeks. All four stocks on our list still have some catch-up potential in the tank; we analyze why.
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Commented by Matthias Schomber on July 3rd, 2026 | 08:35 CEST
Deutsche Telekom Faces Pressure from SpaceX and Starlink; BMW Grapples with China; Almonty Industries Shines with Tungsten!
Kyiv is under heavy attack. As Ukraine faces one of the most intense waves of Russian strikes since the war began and German policymakers race to push through economic reforms, financial markets remain on edge. Yet investors focusing only on the current "problem children" of the DAX, Deutsche Telekom and BMW, could be overlooking what may prove to be one of the summer's standout opportunities. Almonty Industries is hitting key milestones exactly when the world needs them most. We explain why Almonty's momentum is sending a bullish signal despite the uncertain geopolitical backdrop—and how investors may be able to capitalize on the current market environment.
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Commented by Stefan Feulner on July 3rd, 2026 | 08:05 CEST
Volatus Aerospace, Red Cat Holdings, Aevex: Autonomous Systems Are Driving the Next Stock Market Boom
Drones are emerging as the next billion-dollar market. Geopolitical tensions, rising defence spending, and the protection of critical infrastructure are rapidly driving global demand for autonomous systems. At the same time, civilian applications are growing in energy supply, logistics, and disaster response. Companies that intelligently integrate manufacturing, software, and operational services could benefit disproportionately from this supercycle. Several industry players are massively expanding their capacities, showcasing new technologies, and receiving a tailwind from analysts and major government programs.
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Commented by Nico Popp on July 2nd, 2026 | 07:10 CEST
Russia Has Its Eyes on Poland: Asymmetric Threats Boost Rheinmetall and DroneShield—Is Volatus Aerospace a Hidden Gem?
Is Russia testing NATO? New scenarios even consider the possibility of asymmetric attacks on Poland. This complex situation is forcing nations to rethink their defence strategies and invest accordingly. According to surveys by the Stockholm International Peace Research Institute, global military spending reached a historic high of USD 2.887 billion in 2025. This trend is driving the unmanned aerial systems and defence technologies sector in particular. While large corporations and specialized technology suppliers are benefiting from this realignment, smaller, more agile market players are coming into focus within the defence industry as strategic suppliers and acquisition targets. We take a closer look and highlight some exciting stocks.
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Commented by Lars Winter on July 1st, 2026 | 07:20 CEST
Almonty, Rheinmetall, and Hensoldt: Good Buying Opportunities Among These Three Investor Favourites
The stock market loves big stories. Even better are stories where multiple trends converge at the same time. That is exactly what is happening right now with critical raw materials, defence, and high tech. The West wants to become less dependent on China; Europe is ramping up its military capabilities; and modern defence systems require ever-increasing amounts of specialty materials. Three stocks represent different aspects of this same trend: Almonty Industries, Rheinmetall, and Hensoldt. All three are very popular with investors but have recently had to weather price setbacks. A great opportunity for new investors!
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Commented by Matthias Schomber on July 1st, 2026 | 07:00 CEST
Volkswagen in Crisis, Rheinmetall Plummets: Could Volatus Aerospace Be the One to Benefit?
Drones have forever changed the face of modern warfare and are forcing nations around the globe to make drastic adjustments. Driven by the sometimes harsh lessons learned from the war in Ukraine, South Korea is now also planning a radical military reform. In the future, each of the country's 500,000 active-duty soldiers is to be trained as a drone pilot to counter the ever-growing threat from North Korea. Meanwhile, the military escalation in Europe continues to accelerate. As the Ukrainian Navy uses agile combat boats in the Black Sea to intercept Russian drones and protect the vital ports of Odesa, concerns are mounting in Moscow. Fearing Ukrainian counterstrikes, the Kremlin is tightening its defensive perimeter by deploying additional S-400 air defence systems, reportedly even on the grounds of a foundation linked to Russian President Vladimir Putin's daughter. In our latest report, we examine how the rise of unmanned weapon systems is fueling a global arms race and what it could mean for the shares of Volkswagen, Rheinmetall, and Volatus Aerospace.
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Commented by Carsten Mainitz on June 30th, 2026 | 07:35 CEST
Price pullbacks at Almonty Industries, RENK, and Aixtron present great opportunities!
While the boom in the AI and defence sectors is a familiar topic for most investors, far too little is said about the key raw material without which ammunition and modern semiconductors could not be manufactured. Tungsten combines, like no other metal, the highest melting point with extreme hardness and high density. Demand is rising dramatically while supply remains insufficient, which has led to a veritable price explosion in recent quarters. What poses a challenge for consumers is a major boon for producers. This is particularly true for Almonty Industries. The company is one of the world's leading tungsten producers and is expected to meet 40% of demand outside of China by the end of 2027. Armed with a well-funded war chest, the company also plans to grow through acquisitions. Analysts continue to see upside potential for the stock.
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Commented by Armin Schulz on June 30th, 2026 | 07:00 CEST
ILA 2026 Unveils the Winners: Conquering the Next Multi-Billion-Dollar Aviation Market with Rheinmetall, Volatus Aerospace, and Boeing
The next stage of aerial warfare is not a distant scenario, but a tangible industrialization trend that has taken the capital markets by storm. NATO exercises, lessons learned from Ukraine, and the 2026 International Aerospace Exhibition all underscore the urgent shift toward networked, autonomous systems. Investors should not dismiss this as a mere technological gimmick. In the future, the decisive factor will no longer be the platform alone, but rather mastery of entire ecosystems comprising sensors, software, and integration. Those who identify the right companies early on will participate in a market driven by rising defence budgets and political momentum. We take a closer look at Rheinmetall, Volatus Aerospace, and Boeing.
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