Analyst Reports Archives

When the machines grind to a halt: Why Sandvik is trembling, and Almonty Industries is becoming a billion-dollar bet like MP Materials

The 2026 stock market year begins with a realization that is causing industrial producers worldwide to...

Nico Popp
6 mins
13 January 2026 06:55 (EST)

Gold records, Sibanye Stillwater, Equinox: Why the USD 5,000 scenario is becoming reality, and Africa is turning into a jackpot for AJN Resources

January 12, 2026, marks a psychological turning point in financial history. With the Handelsblatt article discussing...

Nico Popp
6 mins
13 January 2026 06:50 (EST)

GLOBEX MINING – The 200% opportunity in the commodity supercycle — Why Globex Mining is poised for a revaluation

In an increasingly fragile geopolitical environment characterized by military conflicts, structural over-indebtedness, and the ongoing erosion...

André Will-Laudien
8 mins
12 January 2026 06:50 (EST)

The license to mine: With RZOLV Technologies, Barrick Mining and Agnico Eagle could gain new scope – without cyanide

Gold mining has long relied on a single, highly toxic molecule: cyanide. Today, tightening regulations, rising...

Armin Schulz
7 mins
12 January 2026 06:45 (EST)

Winners and losers in the silver shock: A look at the current situations of BYD, Silver North Resources, and Intel

A new battle over a familiar commodity is shaping the future of major global megatrends. Silver,...

Armin Schulz
7 mins
09 January 2026 06:53 (EST)

Gold rush without toxins: Why Newmont and Equinox are under pressure, and RZOLV Technologies could become the key stock of the new super cycle

Gold is back on the big stage. Driven by geopolitical hot spots, structural weakness in the...

Nico Popp
6 mins
08 January 2026 06:53 (EST)

ATTENTION – The next 100% opportunity could be here: Almonty, RENK, TKMS, and Infineon

Shares related to artificial intelligence continue to be a major focus in the market, even though...

André Will-Laudien
9 mins
08 January 2026 06:50 (EST)

Gold boom as an enormous price lever for explorers like Desert Gold Ventures! In or out of Barrick and First Majestic Silver?

In recent weeks, gold and silver prices have reached new all-time highs. Silver in particular has...

Carsten Mainitz
6 mins
08 January 2026 06:45 (EST)

Trade war over batteries: China’s export restrictions force the West to act – and position NEO Battery Materials as a potential game changer for AeroVironment and DroneShield

The geopolitical map of the technology sector is currently being redrawn. After China drastically tightened export...

Nico Popp
6 mins
07 January 2026 09:50 (EST)

Problems at Masan High-Tech Materials, low grades at Xiamen Tungsten: How Almonty is becoming a strategic lifeline for Boeing, Rheinmetall & Co.

In the world of critical metals, a lesson in market power and geopolitical dependence is currently...

Nico Popp
6 mins
06 January 2026 09:59 (EST)

Defense 2.0: Why Almonty Industries, DroneShield, and Palantir are the new strategic assets in the defense boom

While attention is focused on large defense contractors, a less noticed but lucrative ecosystem is emerging...

Armin Schulz
7 mins
06 January 2026 09:52 (EST)

The new world order after the Venezuela shock: Why Rheinmetall and Bank of America are betting on North America, and Globex Mining is the big winner

The spectacular arrest of the Venezuelan president by US authorities marks another historic turning point that...

Nico Popp
6 mins
06 January 2026 09:48 (EST)

Battery supply on a knife’s edge – NEO Battery Materials becomes an established industrial partner

Silicon as a lever for efficiency and range The basic thesis is simple: higher energy density...

André Will-Laudien
7 mins
06 January 2026 09:44 (EST)

When will the next hydrogen boom begin? How will dynaCERT, Nel, and Siemens Energy stocks benefit from this in concrete terms?

The hydrogen sector will enter a new phase in 2026. Investors can still position themselves early...

Carsten Mainitz
5 mins
18 December 2025 09:56 (EST)

Great potential in the defense sector! RENK, Hensoldt, NEO Battery Materials

Milestone at NEO Battery Materials! With the lease of its new operational battery facility, NEO Battery...

Fabian Lorenz
6 mins
16 December 2025 09:47 (EST)

What is going on? Sharp price swings for Almonty Industries, Klöckner & Co., and RENK!

Who would have thought it? Gold and silver are the clear winners among defensive assets in...

Carsten Mainitz
6 mins
10 December 2025 06:52 (EST)

Second hydrogen wave with Linde, BASF, dynaCERT: Why 2026 will be the year of truth

fundamentally from the hype cycles of 2020 and 2021. Back then, enthusiasm was driven largely by...

Nico Popp
6 mins
10 December 2025 06:48 (EST)

Benefit from the megatrends of electrification, AI, and security with BYD, NEO Battery Materials, and DroneShield

The next technological revolution is unfolding not only on the roads, but also in the air...

Armin Schulz
6 mins
02 December 2025 10:09 (EST)

New EU initiative boosts the hydrogen market! Pure Hydrogen, Nel, and SFC Energy stand to benefit!

With the Hydrogen Mechanism, the EU has launched a new and important instrument on the market....

Carsten Mainitz
6 mins
26 November 2025 06:55 (EST)

Two new mines in 12 months – Analysts give the thumbs up: Almonty, MP Materials, Rheinmetall

The rush for shares in defense and strategic metals drove prices in 2025. However, the market...

Nico Popp
6 mins
26 November 2025 06:40 (EST)