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Commented by Matthias Schomber on October 19th, 2026 | 05:33 CEST
Between Defence Stocks and the Gold Rush: Rheinmetall, Hensoldt and Lahontan Gold Could Become Profit Machines
The defence sector has recently been surging. These are uncertain times, shaped by wars and the resulting military build-up. With interest rates and inflation also rising, the environment is favourable for gold. While European defence heavyweights benefit from rising defence budgets and carry order backlogs worth billions, a smaller gold explorer is seeking to impress with hard facts and compelling PEA figures. In this comprehensive analysis, we examine three leading companies with one thing in common: they operate in sectors attracting considerable attention in the current environment. We look at the key factors shaping Rheinmetall and Hensoldt's market performance, where the hidden risks lie, and why Lahontan Gold's revised PEA could offer new insight into the project's development.
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