-
Iran Conflict Boosting Margins: BASF, Lahontan Gold, E.ON, and Lanxess in focus
-
Energy Shortages as a Profit Booster: Siemens Energy, RE Royalties, and Nordex in a Major Profit Review
-
DAX & Gold Correction: 100% Gains Possible with SAP, Kobo Resources, and Oracle
-
Drone Stock Unstoppable! Volatus Aerospace Is Full Speed Ahead in the Billion-Dollar Market
-
Take Advantage of Future Cash Flows at Bargain Prices Now: Desert Gold, Barrick, and Newmont!
-
Antimony Alert! Hotter than gold and rarer than lithium: Re-rating Potential for Antimony Resources After Recent Pullback
-
Defense Industry Under Stress: Bottlenecks at Rheinmetall and Lockheed – Almonty Industries Stands to Reap the Benefits
Commented by André Will-Laudien on March 26th, 2026 | 09:45 CET
Iran Conflict Boosting Margins: BASF, Lahontan Gold, E.ON, and Lanxess in focus
Brent crude at USD 100 – this is a game-changer! The recent attack on Qatar's key LNG facility has taken 17% of annual production off the market, and the global LNG market faces a multi-year structural deficit. A doubling of gas prices around the globe in just 12 hours also sent oil prices soaring. Worse still: The Strait of Hormuz is currently blocked, and neither oil nor gas tankers can even begin their voyages at sea. For the winding-down winter season in Europe, the problem is not overwhelming, but filling gas storage facilities over the summer is likely to prove difficult. In this environment, gold has been benefiting again since mid-week, up 5% to USD 4,550; at the crisis low, the price had even dipped to USD 4,150. How are select gold companies and major gas consumers like BASF and Lanxess faring right now? What about E.ON? Here are a few thoughts.
Read
Commented by Armin Schulz on March 26th, 2026 | 09:40 CET
Energy Shortages as a Profit Booster: Siemens Energy, RE Royalties, and Nordex in a Major Profit Review
The old oil-based world order is crumbling. The new currency is electricity. While geopolitical crises are tearing the markets apart, the demand for AI and industrial restructuring are colliding with fragile supply chains. Short-term oil price fluctuations are losing significance; electrification is writing its own profit stories. In this tension between old uncertainty and structural scarcity, three players have positioned themselves to capitalize: Siemens Energy as a systemic pillar, RE Royalties as a silent financier of green projects, and Nordex as a central force in European wind power.
Read
Commented by André Will-Laudien on March 26th, 2026 | 07:55 CET
DAX & Gold Correction: 100% Gains Possible with SAP, Kobo Resources, and Oracle
High volatility is shaping daily trading. With the threat of an airstrike on Iranian nuclear power plants, the major stock markets came under extreme pressure. As a result, the closely watched DAX 40 index briefly fell below 22,000 points, in tandem with the NASDAQ. As a reminder, the annual high was set in January at 25,508 points. The price of gold also suffered from the general trend toward liquidity; everything that was not firmly in place was sold off. However, since Wednesday, there have been initial signs of easing, and buybacks are beginning. We are focusing on the promising projects of Kobo Resources in Côte d'Ivoire and also believe that cloud and AI experts SAP and Oracle are poised for a turnaround in 2026. We are convinced that one of these stocks will achieve a 100% return over the next two years. Of course, you are free to choose how to structure your portfolio.
Read
Commented by Fabian Lorenz on March 26th, 2026 | 07:50 CET
Drone Stock Unstoppable! Volatus Aerospace Is Full Speed Ahead in the Billion-Dollar Market
Amid market volatility, Volatus shares recently hit a new annual high, reflecting strong momentum in both military and civilian drone markets. To this end, they have now brought a high-profile NATO veteran on board who can help ensure that Volatus secures a share of the Canadian government's billion-dollar investments in armaments and defense. And, of course, his experience and global network can help secure contracts worldwide. In the civilian sector, the company is driving forward the training of drone pilots. As the company grows, so does the stock. It has risen and, just a few days ago, completed an uplisting to the Toronto Stock Exchange, gaining significant momentum.
Read
Commented by Carsten Mainitz on March 26th, 2026 | 07:45 CET
Take Advantage of Future Cash Flows at Bargain Prices Now: Desert Gold, Barrick, and Newmont!
In recent weeks, the gold price has corrected by over USD 1,000. Is this cause for concern? In a nutshell: no. Corrections following strong rallies are normal. Currently, the scenario of persistently high oil and energy prices is acting as a particular drag, and inflation and interest rates could rise significantly. However, historically high gold prices ensure strong profits for mining operators, as industry leaders Barrick and Newmont have demonstrated in recent quarters. Canadian-based Desert Gold currently appears particularly promising. Gold production is set to begin this summer. Analysts are extremely bullish and see potential for the stock price to multiply.
Read
Commented by Mario Hose on March 26th, 2026 | 07:20 CET
Antimony Alert! Hotter than gold and rarer than lithium: Re-rating Potential for Antimony Resources After Recent Pullback
The world is becoming increasingly unstable—something reflected in the daily news flow. Geopolitical tensions are rising, and commodities that were largely overlooked for years are now moving into focus. Antimony is one such example: a relatively unknown metal, yet strategically important. No modern tank can be produced without it, no precision ammunition, no night vision goggles. What makes the market particularly compelling is its structure—like many critical raw materials, supply is highly concentrated, with China dominating global production and processing. But this is precisely the emerging supply gap Antimony Resources is filling through its Canadian project, which is unparalleled.
Read
Commented by Nico Popp on March 26th, 2026 | 07:15 CET
Defense Industry Under Stress: Bottlenecks at Rheinmetall and Lockheed – Almonty Industries Stands to Reap the Benefits
The war in the Middle East is exposing the vulnerability of the global security architecture. While the US-led coalition's military operations against Iran, known as Operation Epic Fury, continue, US President Donald Trump's erratic communication is causing extreme uncertainty among military planners. In rapid succession, reports from the White House oscillate between triumphant declarations of victory, the announcement of American ground troops, and, shortly thereafter, the prospect of peace negotiations. This unpredictability collides with an alarming reality: even the arsenals of the world's greatest military power are emptying at a rapid pace. The massive use of precision weapons starkly reveals that the global arms industry is simply not equipped for intense wars of attrition or a further escalation of global tensions following the collapse of the existing world order. The real bottleneck in the arms industry is not a lack of government budgets, but the critical raw materials at the beginning of the supply chain. As a result, the market for tungsten and the producer Almonty Industries are coming into focus for investors. A unique opportunity beckons.
Read
Commented by Armin Schulz on March 26th, 2026 | 07:05 CET
thyssenkrupp with green steel, Group Eleven in the commodities boom, NIO setting standards in e-mobility – 3 strategies for investors
Global trade routes have become the new Achilles heel of industry. Geopolitical tensions, shipping bottlenecks, and intensified competition for critical raw materials are forcing companies to fundamentally realign their strategies. As established supply chains become increasingly fragile, the issue of strategic supply security will determine the winners and losers. A look at the situations at thyssenkrupp, Group Eleven Resources, and NIO shows how three companies from different sectors, ranging from the green transition to critical raw materials exploration and smart e-mobility, are navigating this tectonic shift.
Read
Commented by Nico Popp on March 26th, 2026 | 07:00 CET
What Makes NEO Battery Materials Unique – Drone Defense and Technological Sovereignty: Competing with DroneShield and Amprius
The German Armed Forces are ramping up investments in drone technology, while Ukraine is supporting Middle Eastern countries in strengthening their drone defense capabilities. Small, highly mobile interceptor drones are increasingly becoming the system of choice. At the core of these platforms are batteries, which determine range, climb rate, and payload—and are therefore mission-critical for successful interception. However, supply chains reveal a structural vulnerability: China currently dominates around 80% of global battery production and its critical precursors. This is where the Canadian-South Korean company NEO Battery Materials comes into play. The company is developing high-performance silicon anodes independent of Chinese supply chains and is collaborating with industrial partners such as Taesung and Korea Zinc to scale production. We outline the advantages this solution offers over competitors like Amprius Technologies and explore why vertical integration is crucial and why NEO's batteries can enhance the performance of existing drone systems without requiring major redesigns.
Read
Commented by Fabian Lorenz on March 26th, 2026 | 06:55 CET
Over 50% Upside Potential? BioNTech, TUI, and Bayer Partner MustGrow
Looking for an under-the-radar opportunity with significant upside potential? MustGrow may fit the profile. With a market capitalization of under CAD 40 million, its biological and regenerative crop protection solutions have already attracted the interest of Bayer. The Leverkusen-based company has licensed the mustard seed-based technology for Europe, Africa, and the Middle East and is investing a double-digit million amount. A full takeover is also not out of the question. Meanwhile, takeover speculation surrounding BioNTech has eased following the founders' surprise departure, and attention is slowly shifting back to the research pipeline. Analysts have confirmed their "Buy" recommendation. The same applies to TUI. The war in Iran is causing uncertainty among investors, while the company is simultaneously reporting an increase in flight capacity for the spring and summer seasons.
Read
Commented by Nico Popp on March 25th, 2026 | 09:40 CET
Data Ecosystems of the Future: Aspermont, a Newcomer, Follows in the Footsteps of S&P Global and Wolters Kluwer
Specialized professional information is the most profitable business model in the knowledge economy. In a world shaped by technological disruption and geopolitical tensions, simply providing information is no longer enough. The trend is toward decision-making architectures in which proprietary content is monetized through artificial intelligence (AI) and converted into recurring subscription revenue (XaaS). In other words, valuable information at the touch of a button that makes current decisions easier. Studies by the consulting firm McKinsey confirm that data has long since become a kind of asset class for companies. Corporations such as S&P Global Market Intelligence and Wolters Kluwer have already successfully pursued this path and are traded as established blue-chips with correspondingly high valuation metrics. The small-cap company Aspermont is following this exact formula for success, though it is still in an early phase by comparison. As the ongoing commodities boom fuels numerous new project activity and Aspermont attracts fresh capital following its reverse stock split, the company is increasingly coming into focus.
Read
Commented by André Will-Laudien on March 25th, 2026 | 09:35 CET
Oil Volatility Shakes Markets – Life Sciences Stocks Back in Focus: Bayer, Vidac Pharma, Valneva, Novo Nordisk, and Pfizer
The conflicts in the Middle East continue. With the first talks between the US and Iran, the stock markets made a lightning-fast upward adjustment. As a result, the German benchmark index DAX 40 gained a full 1,600 points within just 10 minutes at the start of the week. However, it was unable to hold that level, falling back to 22,600 points yesterday. The question now is whether the parties to the conflict can actually reach a viable solution. Completely unfazed by the broader market conditions, some news is making waves in the life sciences sector, driving price movements here and there. It is good to shift the focus away from daily market fluctuations and toward other profitable sectors. Here are a few ideas.
Read
Commented by Tarik Dede on March 25th, 2026 | 09:30 CET
The war opens up opportunities in commodity stocks: Barrick Mining, Antimony Resources, and Freeport McMoRan in focus
The war in the Persian Gulf has drastically shaken up the metals market. Until the end of January, gold, silver, copper, rare earths, and others were still the top performers in many portfolios. The debasement trade, the weak dollar, and geopolitical uncertainty drove prices higher. On top of that, there were significant supply shortages for silver and copper, as well as China's dominance in the extraction and processing of critical metals like antimony and rare earths. The current pullbacks in many stocks now offer opportunities for investors to enter the market.
Read
Commented by Nico Popp on March 25th, 2026 | 07:25 CET
Copper and PGMs as Strategic Bottlenecks: Is Power Metallic Mines Coming into Focus for Rio Tinto, Lundin Mining, and Others?
The energy transition and the rapid expansion of digital infrastructure have ushered in a new era in the commodities sector. Copper and platinum group metals (PGMs) have become increasingly expensive. The copper market hit a record high of over USD 14,500/t in January of this year. The International Energy Agency (IEA) warns of a significant supply deficit that could reach about 30% of demand by 2035. While capital expenditures in the sector remain well below their peak, demand is exploding due to artificial intelligence (AI) and new data centers. Industry giants such as Rio Tinto are positioning themselves through capital-intensive large-scale projects, while Lundin Mining is investing billions to scale up production in South America. For investors, however, the focus is increasingly shifting toward the quality and jurisdiction of new discoveries. This is where Power Metallic Mines comes into the spotlight: the explorer has identified a polymetallic system in the Canadian province of Québec that significantly exceeds the average grades of major producers, making the company a highly attractive takeover candidate.
Read
Commented by Armin Schulz on March 25th, 2026 | 07:20 CET
Multi-Billion-Dollar Defense Deal in Canada: Volatus Aerospace Secures Major Contract - Early Investors Take Note
The Canadian government is fundamentally changing its defense procurement strategy. In the future, 70% of defense spending is to remain within the country - a multi-billion-dollar opportunity for domestic technology providers. One company that seems tailor-made for this is Volatus Aerospace. But while many see the defense boom as merely a source of short-term profits, the Ontario-based drone specialist is pursuing a different strategy. It is not about individual weapon systems, but rather an integrated platform that has already been tested in everyday civilian use.
Read