Commented by Carsten Mainitz on May 1st, 2026 | 07:35 CEST

Between the AI Boom and the Battery Revolution: HPQ Silicon, Siltronic, and Aixtron Are on the Winning Side

• Silicon
• Batteries
• AI
• semiconductor
• Electromobility

The next tech wave is rolling through the stock market, and it could stem from an unassuming raw material of all things: silicon. Silicon is a key component of numerous future-oriented industries, ranging from solar cells and semiconductors to batteries for electric vehicles. While the AI boom is driving demand for high-performance chips to skyrocket, and thus increasing the need for wafers, new battery technologies featuring silicon anodes are also capturing investors' attention. Initial breakthroughs promise significantly higher energy densities and could take electric mobility, drones, and AI applications to a whole new level. This is where the Canadian company HPQ Silicon comes into play with its innovative solutions.

Commented by Mario Hose on May 1st, 2026 | 07:30 CEST

Gold, Platinum, Silver, and Copper! A Commodity Rally Is on the Horizon: Why Barrick, Newmont, and Power Metallic Mines Belong in Every Portfolio

• Mining
• PGMs
• Copper
• Gold
• Silver
• Commodities

The world of commodities is in flux and promises a new era of growth for 2026, and perhaps even the next five years, a sort of commodity supercycle. Deutsche Bank expects gold prices to reach USD 8,000. As inflation remains stubbornly high and geopolitical tensions escalate, investors are increasingly seeking refuge in tangible assets, which is massively boosting the prices of the major players. In this dynamic landscape, Barrick Mining and Newmont are standing firm as rocks in the storm, while companies like Power Metallic Mines are turning heads with spectacular discoveries. But how much potential is truly hidden in the current share prices of these mining operators? From Deutsche Bank's bold gold price forecasts to record-breaking copper grades in the Canadian forests, we analyze the current market situation. This report sheds light on the strategic moves of the market leaders and shows why now might be a particularly opportune time to invest in a promising Canadian newcomer. Dive into a world of gold, copper, and platinum group metals, where the cards are being completely reshuffled.

Commented by Nico Popp on May 1st, 2026 | 07:25 CEST

Is a Western Tungsten Ecosystem Emerging? Almonty Industries vs China Tungsten – Does Rheinmetall Stand to Gain?

• Mining
• Tungsten
• hightech
• Defense
• geopolitics

The supply of tungsten has become one of the most critical bottlenecks for Western security and high technology. The metal, which has the highest melting point of any element at 3,422°C, is simply irreplaceable in modern weapon systems, semiconductors, and technologies ranging from the energy transition to fusion energy. While the Chinese market leader, China Tungsten and Hightech Materials, continues to post impressive record figures, a turning point is unfolding behind the scenes: China is transforming from a dominant exporter to a strategic importer of tungsten concentrates. This development is forcing Western consumers like Rheinmetall to radically reevaluate their supply chains to avoid dependence on Beijing's export decisions. Almonty is stepping into this strategic vacuum; with the commissioning of the Sangdong mine in South Korea, it is becoming the new linchpin of a Western-oriented raw materials alliance. The current market situation makes it clear that the era of cheap and always-available tungsten from the Far East is over. This makes establishing self-sufficient supply chains in secure jurisdictions a top priority for Western governments. Almonty is likely to benefit. We compare this ambitious tungsten player with the Chinese market leader.

Commented by Mario Hose on May 1st, 2026 | 07:20 CEST

Gold Turbo! Lahontan Gold – The Sleeping Gold Giant in the Walker Lane District Awakens!

• Mining
• Gold
• Nevada
• Commodities
• Silver

In turbulent times and a world where inflation could soon return in a big way, more and more investors are seeking a safe haven for their capital, with gold traditionally the top choice. Of course, there are also Bitcoin enthusiasts, but for many, gold is and remains the number one choice. Lahontan Gold positions itself as an exceptionally exciting player in this space, not only sitting on a massive resource trove in Nevada but also having set the course for success both financially and strategically. With the latest news regarding the accelerated exercise of warrants and outstanding metallurgical results, the company demonstrates that it plans its moves well in advance. Anyone looking for an addition to their portfolio that offers both substance and leverage on gold can hardly ignore this development. Following a healthy correction, the current chart also offers a more attractive risk-reward ratio for entry before the upward journey is likely to continue.

Commented by Fabian Lorenz on May 1st, 2026 | 07:15 CEST

Nel ASA Soars! RENK and First Hydrogen Bet on Robots!

• Hydrogen
• Robotics
• Defense
• Drones
• renewableenergy

Nel ASA shares are currently unstoppable. Just yesterday, they surged by more than 15%. This brings the price gain over the past two weeks to around 50%. What is driving this surge? At First Hydrogen, the reason for the ongoing rally is clearer. The company is entering the robotics market. Its "Drones-as-a-Service" model is set to be offered in both civilian and military sectors. This once again links the company's existing hydrogen strategy to a multi-billion-dollar market. Currently, its market capitalization stands at a modest EUR 15 million. RENK is also entering the robotics market. Most recently, the defence contractor, known for its military gearboxes and propulsion systems, announced a contract in the field of autonomous defence systems. The stock is not currently benefiting from this. Yet analysts are recommending a "Buy".

Commented by Jens Castner on May 1st, 2026 | 07:10 CEST

RE ROYALTIES, M&G, AND EDEL UNDER THE MICROSCOPE: THREE DIVIDEND GEMS OFF THE BEATEN PATH

• royalties
• dividends
• Investments

The headlines regarding the German coalition government's pension policy offer little cause for optimism: Whether pension levels will decline in the future or, according to the official line, rise more slowly, confidence in the statutory pension system is waning. In an environment where the traditional retirement pension can barely maintain the accustomed standard of living, one strategy is increasingly coming into focus for private investors: building passive income. Dividend stocks have established themselves as a "second salary" in this regard. This speaks in favour of companies like Edel, RE Royalties, and M&G. So far, hardly anyone has them on their radar, but they are definitely worth a look.

Commented by Stefan Feulner on May 1st, 2026 | 07:05 CEST

Symrise, A.H.T. Syngas, Bloom Energy - Energy Shift Drives Huge Opportunities

• syngas
• biochar
• renewableenergy
• Energy
• Sustainability

Geopolitical tensions, skyrocketing energy prices, and the global industrial transformation are creating new momentum in the markets. While defensive consumer segments demonstrate stability even in a crisis environment, decentralized energy solutions and hydrogen technologies are increasingly coming into focus. At the same time, the AI boom is driving electricity demand skyward and opening up entirely new growth areas for alternative energy providers. The combination of structural demand growth, technological advances, and geopolitical pressure is creating an environment in which entire industries could be facing a revaluation.

Commented by Nico Popp on May 1st, 2026 | 07:00 CEST

Long-established German companies under pressure: BASF, Lufthansa, and antimony pioneer Antimony Resources

• Mining
• antimony
• CriticalMetals
• Defense
• chemicals
• Aviation

Created and published on behalf of Antimony Resources Corp.

German industry is facing a severe test: recent media reports indicate that production shortages are already emerging due to the Strait of Hormuz blockade. Two crisis hotspots are converging. A military blockade of the world's most important energy trade route has restricted supplies of crude oil, liquefied natural gas (LNG), and chemical feedstocks such as methanol. At the same time, China is leveraging its dominance in critical minerals, such as antimony, to impose restrictive export controls, further drying up the market. In this environment, raw material sovereignty is the decisive competitive factor. While giants like BASF and Lufthansa are adapting their business models to the situation, problem solvers like Antimony Resources are moving into the spotlight.

Commented by Carsten Mainitz on April 30th, 2026 | 07:45 CEST

Stock Picker's Delight! Significant Upside at Zefiro Methane and Mutares – What Is Next for Infineon?

• methane
• OrphanWells
• Oil
• Gas
• semiconductor

In recent weeks, AI stocks have rallied strongly. The current earnings season has produced several positive surprises and fueled share prices. However, critical voices are also growing louder. On one hand, investors are questioning whether the massive investments in artificial intelligence (AI) will ultimately pay off. On the other hand, AI will not only create winners; the key question is which business models could be increasingly threatened. Looking beyond the high-tech sector, investors can still find excellent companies with significant upside potential. Following its recent capital increase, Mutares offers an attractive entry opportunity at a reduced price. Analysts see potential for the stock to double. Even greater upside potential is seen in Zefiro Methane. The Canadian company holds a strong position in a rapidly growing market segment valued at around USD 600 billion. With the recently raised capital, the company is positioned for rapid expansion, including through acquisitions. The stock is expected to reflect this growth outlook in the near future.

Commented by Fabian Lorenz on April 30th, 2026 | 07:40 CEST

Buy recommendations for Rheinmetall and Antimony Resources! What is going on at Bayer?

• Mining
• antimony
• Defense
• hightech
• CriticalMetals
• Pharma

Created and published on behalf of Antimony Resources Corp.

Is Rheinmetall's stock heading back toward EUR 2,000? Maybe even higher? Analysts are convinced of this. Negative scenarios are already priced into the share price. The latest order shows that operations are running smoothly at Germany's largest defence contractor. Strong news from Antimony Resources as well. Drilling results are impressive once again, making analysts' price targets increasingly plausible. They see the stock rising by over 150%. Bayer shares have had a tough time in recent weeks. The glyphosate stress is back. The issue had been sidelined for months, and the stock had been on an upward trajectory. Then, starting in mid-February, came the sharp sell-off. What do analysts say?

Commented by Nico Popp on April 30th, 2026 | 07:30 CEST

Food Crisis on the Horizon? Nutrien and Nestlé on Edge, MustGrow Biologics Offers Solutions

• Agriculture
• agritech
• biologics
• mustard
• fertilizer
• geopolitics

Created and published on behalf of MustGrow Biologics Corp.

The agricultural sector is currently experiencing an unprecedented crisis, triggered by pervasive geopolitical tensions and the Strait of Hormuz blockade. The latter development, in particular, has exposed the Achilles' heel of modern agriculture: the extreme dependence on fossil fuels for fertilizer production and the fragility of global just-in-time supply chains. Since about 20% of the world's crude oil and liquefied natural gas (LNG) flows through this strait, the blockade not only raises energy costs but also directly threatens nitrogen fertilizer production, for which natural gas is the primary cost driver. If fertilizer becomes more expensive, fields could lie fallow, leading to a decline in food production. This could even lead to hunger, particularly in poorer regions of the world. Fertilizer must be applied to fields in a timely manner to be effective. In this environment, established giants like Nutrien and Nestlé must radically optimize their business models, while players such as MustGrow Biologics are gaining importance as drivers of innovation.

Commented by Mario Hose on April 30th, 2026 | 07:25 CEST

Opportunities in Wind, Hydrogen, and Long-Term Vision: Where Are Nordex, Nel ASA, and RE Royalties Headed?

• royalties
• dividends
• renewableenergy
• Energy
• Hydrogen

Tracking the energy transition through selected individual stocks on the stock market is incredibly exciting. Especially because optimism and skepticism are so closely intertwined. While the established turbine manufacturer Nordex has shone with record figures, likely prompting analysts to raise their price targets, investors in hydrogen pioneers like Nel ASA must continue to keep their nerves steady and hope for an end to a prolonged dry spell. Recently, hope has emerged that a technical breakout will succeed, but a fierce battle between the bulls and the bears still appears to be raging. Away from the major headlines, something interesting is happening at RE Royalties. With a forward-looking strategic review and the closing of a technical price gap, the company is signalling its intention to step out of the shadows of larger players. In this report, we analyze the conditions under which Nel could achieve a breakout, Nordex's trajectory, and why the signs at RE Royalties point to a potential turning point, while considering the impact of its Solaris investment and the key hurdles that lie ahead. Join us in a landscape where sustainable financing models meet wind power and the anticipated comeback of hydrogen.

Commented by Nico Popp on April 30th, 2026 | 07:20 CEST

Mining in the Grey Zone: Barrick Mining, B2Gold, and the Unique Opportunity at Desert Gold

• Mining
• Gold
• Commodities
• Africa
• geopolitics
• Volatility

The search for raw materials is challenging. Companies are increasingly confronted with the reality that high-quality geological deposits are found in regions with high political volatility. The concept of "Mining in the Grey Zone," coined by Amanda van Dyke, founder of the Critical Minerals Hub, aptly describes this phenomenon: these are areas where weak state sovereignty intersects with the need to secure strategic mineral deposits. In her analyses, Van Dyke argues that traditional risk metrics often fail in these zones, as local power structures, informal networks, and on-the-ground presence are more critical to operational security than official national policies in capitals. For investors who bet on companies with expertise in countries like Mali, this can be an opportunity.

Commented by Fabian Lorenz on April 30th, 2026 | 07:15 CEST

CleanTech Stock Takes Off! Energy Crisis Powers dynaCERT!

• Hydrogen
• cleantech
• greenhydrogen
• fuelsavings
• CarbonCredits

Is this cleantech stock really taking off now? In April, dynaCERT saw a strong upward move. This could be just the beginning of a broader revaluation. According to analysts, a tenfold increase is possible. The company is benefiting noticeably from its new German management team and, more broadly, from the ongoing energy crisis. The core concept is to make existing diesel engines more environmentally friendly and efficient with relatively low implementation effort—that is dynaCERT's approach. This allows the company to clearly benefit from the current market environment. The company is currently reporting promising progress in Asia, where the energy crisis is particularly acute. The management presentation at the upcoming investor conference is expected to be especially interesting.

Commented by Armin Schulz on April 30th, 2026 | 07:10 CEST

The Hidden Gem Among Gold Stocks: Lahontan Gold on Its Way to Becoming a Gold Producer

• Mining
• Gold
• Silver
• Commodities
• Nevada
• Production

The past nine weeks have seen more happen at Lahontan Gold than at many commodity companies in two years. A series of drilling announcements, financing deals, and strategic personnel changes paints a picture of a Nevada-based developer that is deliberately accelerating its transition from explorer to future producer. For investors looking to identify early on where substance meets a clear roadmap, it is worth taking a look at the news since late February—it reads like a roadmap.