Group Eleven Resources: Commodity Surprise 2026
Although still something of a hidden gem on the stock market, Group Eleven Resources’ stock is one of the positive surprises of the current year. Since the end of February, the share has risen by around 70%. And there are good reasons to believe this may have been just the beginning of a sustained upward trend. The company is developing the PG West zinc, lead, and silver project in Ireland, centered on the Ballywire deposit. According to the company, this is the most significant new mineral discovery in Ireland in over a decade. Just about 20 km away lies the Pallas Green deposit owned by the commodities group Glencore. Glencore is likely to be watching the development of Ballywire very closely and is, of course, a potential buyer.
Group Eleven’s latest drilling update is a strong signal that the rally will continue. Exceptionally high-grade zinc-lead-silver intervals were once again intersected at the Ballywire project, including 23.5 m grading 12.3% Zn+Pb with significant silver content.
Particularly noteworthy are individual peak values of up to 47% Zn+Pb and 171 g/t silver, which underscore the deposit’s exceptional potential. At the same time, the results confirm the continuity of mineralization along known structures.
Furthermore, the deeper copper-silver zone is becoming increasingly significant. New drilling data suggests that this mineralization could extend over long distances along steeply dipping fault zones. With five successful drill holes now completed along two strike lines, evidence is growing that this is a large-scale system. In parallel, the known strike length of the deposit has been extended by another 600 m to 3.2 km—a clear indication that Ballywire is far from being fully defined.
Four drill rigs remain in operation. Further news flow is therefore likely to follow.
D-Wave: Rides Nvidia-Driven Momentum
D-Wave Quantum’s stock made a spectacular comeback last week. Things had been quiet around the quantum high-flyer in the months prior. Since its all-time high in October 2025 at around EUR 40, the stock had lost about 70% of its value and was last trading just above EUR 12. Then, last week, the price exploded to over EUR 18.
The main driver of the price surge was not news from D-Wave itself, but from Nvidia. The company announced open-source Ising models for artificial intelligence developed specifically for quantum computing. This has brought the entire Quantum sector back into the spotlight for investors.
Ising models are expected to help solve two fundamental challenges of quantum computing, namely: the automated calibration of quantum processor units and error correction via 3D-CNN-based decoding.
Nvidia CEO Jensen Huang stated that Ising can correct errors in quantum computer output up to three times faster than conventional approaches. This could further accelerate the commercialization of quantum computing. Huang believes that the quantum computing market will reach a volume of over USD 11 billion by the end of this decade.
Heidelberger Druckmaschinen: Is The Defense Sector Fantasy Enough?
Heidelberger Druckmaschinen’s stock is not for the faint of heart right now. Early last week, drone-related speculation caused a sharp jump in the share price. The stock shot up from EUR 1.38 to EUR 1.75. But as early as the following day, a profit warning brought reality back into focus. While revenue and order intake remain stable at around EUR 2.4 billion, profitability is coming under noticeable pressure. Consequently, the earnings forecast for the current fiscal year has been revised downward. Instead of an EBITDA margin of up to 8%, management now expects around 6.6%. The main causes are geopolitical headwinds, particularly the escalation of the Iran conflict, as well as a weaker product mix in the traditional business, which together are weighing on margin development in the short term. At least the stock has remained above the EUR 1.60 mark since then.
Analysts at mwb research are maintaining their “Buy” recommendation, and see the fair value of the stock at EUR 2.70. Heidelberger Druckmaschinen is undergoing a strategic realignment with a focus on higher-growth sectors such as defense and energy. However, the expansion of this second pillar through HD Advanced Technologies is initially causing higher costs and weighing on margins in the short term. On the positive side, efficiency programs are taking effect and preventing a sharper decline in earnings.
For the current year, analysts expect Heidelberger Druckmaschinen to generate revenue of around EUR 2.36 billion. In the coming years, revenue is expected to increase slightly, reaching around EUR 2.52 billion in 2027.
Profitability is expected to increase significantly more. The EBITDA margin is projected to rise from 6.6% in the current year to 8.2% by 2027. Earnings per share are then expected to reach EUR 0.27 in 2027.
The drone defense division is also expected to contribute to this. Last week, the joint venture ONBERG Autonomous Systems was launched. This is a partnership between the Heidelberger subsidiary HD Advanced Technologies and the American-Israeli company Ondas Autonomous Systems. Together, they aim to establish a one-stop shop for drone defense within European supply chains: from development and system integration to industrial series production. The systems are designed to meet the highest requirements of national security, border protection, and military, civilian, and industrial applications.
The price increases at Group Eleven Resources may have been just the beginning. The results so far are certainly very promising, and Europe urgently needs regional sources of raw materials. Heidelberger Druck urgently needs new revenue drivers. Drone defense is an exciting field, but it remains to be seen whether it can compensate for the struggling core business quickly enough. D-Wave remains a key investment in the quantum sector. However, competition from companies like Alphabet and Nvidia should not be underestimated.
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