Xiaomi, Almonty Industries, and BioNTech achieve strategic milestones

Almonty Industries – A Second Chance

The stock market is sometimes irrational, as evidenced by the decline in Almonty's share price over the past two weeks. On one hand, geopolitical tensions are escalating between the West and countries like China and Russia, increasing the strategic importance of critical raw materials. On the other hand, the Canadian company Almonty Industries announced two major strategic milestones that could strengthen its long-term position. Yet, despite the positive news, the share price plummeted by almost 40% from CAD 8.66 to CAD 5.18. At times, the share even fell below the CAD 5 mark, but was able to defend the significant support level at CAD 4.60.

With its Nasdaq listing and the completion of an oversubscribed issue of 20,000,000 common shares at an issue price of USD 4.50 per share, which will bring total gross proceeds of USD 90 million, the team led by its experienced CEO Lewis Black is ideally positioned to escape China's quasi-monopoly. The cash cushion will not only enable Almonty to expand its tungsten oxide production, but also to create a USP by building its own smelting facility with the only fully integrated Western tungsten source, thereby sealing its independence from the Chinese refining market.

Several analyst firms are euphoric about the potential of Almonty shares. In their latest study, analysts at GBC AG set the target price for December 31, 2026, at EUR 5.28, equivalent to approximately CAD 8.50. Meanwhile, B. Riley confirms its previous target price of EUR 5.19, and Alliance Global Partners is more bullish with a target of EUR 5.84.

BioNTech – Strong Partnership

In the early 2020s, it was a party atmosphere at Goldgrube 12. While Corona raged, BioNTech played a central role by developing, together with its US partner, Pfizer, the world's first approved mRNA vaccine. It obtained approval within weeks, bringing billions into the Company's coffers.

The pandemic is over, and the Mainz-based company has been forced to shift its focus to the development of innovative cancer therapies, particularly through its mRNA platform.

After several quarters of declining revenue and earnings, BioNTech almost doubled its revenue year-on-year in the second quarter of 2025. BioNTech reported revenue of EUR 260.8 million in the second quarter, compared to EUR 128.7 million in the same period last year. In the first half of the year, the Company generated EUR 443.6 million, an increase of EUR 127.3 million compared to EUR 316.3 million in 2024. The main driver remains the COVID-19 vaccine partnership.

The net loss of EUR 386.6 million was significantly lower compared to the previous year, when it amounted to EUR 807.8 million. For the first half of 2025, the net loss was EUR 802.4 million, which is more than EUR 300 million less than the loss reported for the first half of 2024.

Of particular significance are the partnerships with Bristol Myers Squibb for the development of BNT327 and the planned acquisition of CureVac. These are intended to strengthen the Company's position in oncology.

The BMS partnership is expected to have a financial impact starting in the third quarter. An upfront payment of USD 1.5 billion will be recognized over the entire development phase. By 2028, BioNTech expects payments totaling USD 2 billion and milestone payments of up to USD 7.6 billion, which will be shared between BioNTech and BMS.

Xiaomi – Entry into a mega market

Xiaomi's management has already demonstrated its flexibility when the innovator, which originally started out as a smartphone manufacturer, announced its entry into the electric vehicle business. The Chinese company is now delivering 30,000 units. The YU7 crossover is in particularly high demand, with waiting lists already stretching into the second half of 2026. Founder Lei Jun emphasized that extensive investments are being made in autonomous driving technologies to achieve the ambitious goal of delivering 350,000 vehicles in 2025.

Yesterday, Xiaomi shocked the competition once again with the unveiling of a new open-source language model designed to improve its technologies for vehicles and smart home devices.

The "MiDashengLM-7B" is not only designed to understand voice commands, but also to integrate seamlessly into Xiaomi's growing ecosystem of vehicles and connected home appliances.

The goal is to fundamentally improve the user experience of its products. Leading Chinese tech companies like Alibaba and Tencent have also developed similar models that process images, videos, and sound in addition to speech.

The trade dispute is escalating, and tungsten producer Almonty Industries is likely to become one of the Western world's most important partners. Xiaomi unveiled its new language model, and BioNTech was able to halt its negative trend with its first-half figures.