Short-Term Politics, Long-Term Megatrends: Investing in NEO Battery Materials, RENK, and TKMS for 2026! NEO Battery benefits from China export curbs with silicon batteries, Fortune 500 orders, and defense ties,… Carsten Mainitz06 January 2026 09:55 (EST)6 minute read
Defense 2.0: Why Almonty Industries, DroneShield, and Palantir are the new strategic assets in the defense boom Almonty builds a non-Chinese tungsten supply as defense demand rises, while DroneShield and Palantir benefit from… Armin Schulz06 January 2026 09:52 (EST)7 minute read
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 Geopolitical shocks shift capital to North America as Almonty and Globex secure critical metals for defense… Nico Popp06 January 2026 09:48 (EST)6 minute read
Battery supply on a knife’s edge – NEO Battery Materials becomes an established industrial partner NEO Battery Materials boosts range and efficiency with silicon anodes, securing OEM approval and positioning for… André Will-Laudien06 January 2026 09:44 (EST)7 minute read
When will the next hydrogen boom begin? How will dynaCERT, Nel, and Siemens Energy stocks benefit from this in concrete terms? dynaCERT drives emission reductions with HydraGEN™ technology, while Nel and Siemens Energy benefit from renewed momentum… Carsten Mainitz18 December 2025 09:56 (EST)5 minute read
Year-end rally ahead! Selected positioning for 2026 in Almonty, DroneShield, thyssenkrupp, and TKMS Almonty Industries secures USD 130m financing for global tungsten expansion, while DroneShield rebounds on major orders… André Will-Laudien17 December 2025 09:23 (EST)7 minute read
Gold rush: After producers Barrick Mining and Equinox Gold, it is now the turn of explorers – why Desert Gold is a takeover candidate Sector rotation in gold stocks: why smart money is shifting from producers to explorers like Desert… Nico Popp17 December 2025 09:20 (EST)6 minute read
Winners for 2026: RZOLV Technologies, Evotec, Mutares have what it takes – which developments are crucial? RZOLV Technologies develops a non-toxic gold leaching solution with mass-market potential, while Evotec and Mutares are… Carsten Mainitz17 December 2025 09:15 (EST)5 minute read
Gold and silver on the rise: AJN Resources and Pan American Silver attractive, Puma on the verge of a major turnaround? Gold and silver stocks in focus: AJN Resources with new capital increase, Pan American Silver benefiting… Carsten Mainitz16 December 2025 09:56 (EST)6 minute read
Rheinmetall, Almonty Industries, Theon – Peace talks open up opportunities Defense stocks under pressure after Ukraine peace signals: Rheinmetall seen as oversold, Almonty Industries benefits from… Stefan Feulner16 December 2025 09:53 (EST)7 minute read
Novo Nordisk makes a statement! TUI shares jump! Globex shares strong! Globex Mining benefits from precious metals and critical raw materials, TUI shares recover on insider buying… Fabian Lorenz16 December 2025 09:49 (EST)6 minute read