raw materials
Commented by Armin Schulz on October 29th, 2026 | 05:43 CET
Almonty Industries, Rheinmetall and SpaceX: Tungsten as the backbone of armaments and spaceflight
Rearmament begins in the mine, not the factory. According to the September Position Paper from the German Mechanical Engineering Industry Association (VDMA), raw materials such as tungsten are indispensable in armaments, aviation and many other sectors. The close link between defence and space became clear on October 1. That day, Rheinmetall Italia and Argotec launched their first joint satellite for military airspace surveillance aboard a SpaceX Falcon 9. Raw materials, defence and spaceflight all depend on the same supply chain. Companies that can close critical gaps are in demand. We therefore take a closer look at Almonty Industries, Rheinmetall and SpaceX.
Read
Commented by Stefan Feulner on October 29th, 2026 | 05:36 CET
thyssenkrupp, Strategic Resources and Cleveland-Cliffs: Europe's Steel Challenge Becomes a Stock Market Opportunity
Europe's steel industry faces a difficult balancing act. More climate-friendly production processes require billions in investment, while high energy costs and international competition weigh on margins. Policymakers are calling for industrial transformation, but without reliable financing, affordable hydrogen and suitable raw materials, many projects risk stalling. Meanwhile, the recovery of US steelmakers shows how quickly earnings can improve with better market conditions. On the stock market, attention is therefore turning not only to established producers, but also to companies seeking to supply the raw materials needed for the next generation of steel production.
Read
Commented by Jens Castner on October 28th, 2026 | 05:40 CET
The Art of the Turnaround: Microsoft, Power Metallic Mines, innoscripta and CTS Eventim Prepare for a Comeback
Created and published on behalf of Power Metallic Mines
Microsoft showed what a turnaround looks like in the summer. After a weak first half, strong annual results gave the shares a substantial boost. Tonight, the software giant must prove that the recovery is sustainable. Two other stocks could now be on the verge of a similar turnaround. At Power Metallic Mines, a copper price near its record high and a high-grade deposit meet a share price that analysts consider significantly undervalued. Their price targets are around three times the current level. Meanwhile, German growth company innoscripta plunged by more than half following a raid but is already showing signs of recovery. CTS Eventim, the MDAX-listed ticketing company, has also moved beyond its recent lows. Both its CEO and an activist investor consider the stock severely undervalued.
Read
Commented by Fabian Lorenz on October 27th, 2026 | 05:43 CET
Almonty Makes History! Will BASF Bid More for Evonik? Is tonies a Buy?
It is an upside-down world at Almonty at present. While its share price has halved in recent months, the tungsten producer is making operational history. For the first time in more than 30 years, a shipment of tungsten from the Sangdong mine in South Korea has been dispatched. Monthly shipments of around 200 tonnes of the critical raw material are expected to follow soon. Analysts forecast a sharp increase in earnings to USD 2.76 per share next year. The share is currently trading below USD 10. BASF, by contrast, may not be a bargain. The company wants to acquire Evonik and could increase its offer. Although analysts view the plan more positively, they remain cautious about the shares. Meanwhile, analysts recommend tonies as a Buy. Expectations for the upcoming results have risen following a 20% rally, but analysts anticipate strong growth.
Read
Commented by Carsten Mainitz on October 26th, 2026 | 05:29 CET
Share prices are falling, business is growing: What opportunities do Almonty, Rheinmetall and Renk shares offer investors?
The euphoria has apparently faded. Following sharp share price declines, Almonty, Rheinmetall and Renk are increasingly back in focus. With demand trends intact, are these new entry opportunities? After all, without raw materials there is no ammunition; without drive systems there are no mobile armed forces. Almonty has commenced commercial operations at the Sangdong tungsten mine, marking a historic milestone. Rheinmetall and Renk are under scrutiny for how quickly and profitably they can fulfil orders. Wait or buy?
Read
Commented by Stefan Feulner on October 22nd, 2026 | 05:39 CEST
Anglo American, Power Metallic Mines, BHP: Copper Supply Tightens as Mining Giants Respond
Created and published on behalf of Power Metallic Mines
The recent correction in commodity stocks contrasts with the longer-term outlook for copper, as demand continues to rise. Power grids require modernisation, data centres are expanding, and industrial supply chains are being restructured. At the same time, mining companies are finding it increasingly difficult to develop new deposits. Declining ore grades, high investment costs and lengthy permitting procedures are limiting supply. While major producers focus on expanding existing mines, new high-grade discoveries are attracting increasing attention. Projects in politically stable regions that contain other strategically important metals alongside copper are particularly attractive.
Read
Commented by Fabian Lorenz on October 22nd, 2026 | 05:34 CEST
Analysts Raise Estimates for Nordex, Renk Shares Climb, and NSJ Antimony Enters the Antimony Market
Created and Published on Behalf of NSJ Antimony Corp.
The antimony market is gaining momentum again. Reuters reported that the EU is seeking closer cooperation with Vietnam to secure its supply of critical raw materials such as antimony. In Canada, Agnico Eagle is seeking to secure exclusive exploration rights at the historic Lake George mine. NSJ Antimony is also active in the region. The explorer has launched a drilling programme and is valued at less than CAD 20 million. Nordex currently has a market capitalisation of EUR 9.15 billion. Following the convincing preliminary figures, analysts have raised their short- and medium-term estimates. However, they are also issuing warnings. For defence companies such as Renk, warnings have recently grown that the defence boom will not last long enough to justify valuations. Renk counters with an order.
Read
Commented by Lars Winter on October 19th, 2026 | 05:31 CEST
Commodities, Record Assets and AI Chips: Good News from Globex Mining, BlackRock and TSMC
Globex Mining, BlackRock and TSMC are doing good business and benefiting from popular stock market trends. Globex is working with partners to explore for sought-after commodities, BlackRock is benefiting from growth in assets under management, and TSMC is at the heart of the AI boom. All three companies are currently delivering strong news and have promising prospects. While BlackRock and TSMC are already firmly established names in the stock market, Globex is only gradually attracting broader market attention. In our stock check, we examine potential opportunities for investors and assess which types of investors each stock may suit best.
Read
Commented by Stefan Feulner on October 19th, 2026 | 05:22 CEST
Rio Tinto, Almonty Industries, Energy Fuels – Markets Hesitate, but Demand for Raw Materials Is Growing
The recent correction in commodity stocks is causing nervousness. Following strong share price gains, investors are taking profits, while volatile metal prices and economic uncertainty are adding further pressure. Yet little has changed in the long-term outlook. The expansion of power grids, artificial intelligence, the defence industry and advanced manufacturing consumes enormous quantities of strategic metals. At the same time, the US and Europe are seeking to reduce their dependence on China. This creates significant opportunities for commodity companies with their own deposits and concrete production plans.
Read
Commented by Carsten Mainitz on October 14th, 2026 | 05:30 CEST
Tungsten, Weapons and Growth: Almonty, Rheinmetall and Deutz Under Review. Is This an Opportunity in a Megatrend?
The stock market is not linear. Greed and fear, excessive optimism or excessive scepticism—all of these drive markets. Only the future will tell what is cheap or expensive today. The stocks mentioned above are at precisely this point. Secure supply chains, access to raw materials and defence readiness are high on the agenda of Western governments. These long-term trends play strongly into the hands of defence companies and raw material producers. Almonty, in particular, as a producer of the critical raw material tungsten, holds a leading position in the sector. Where do the greatest opportunities lie for investors now?
Read