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Ammunition shortages pressure the defense industry: Opportunity for Almonty, challenges for General

General Dynamics Supplies Urgently Needed Ammunition The US company General Dynamics plays a crucial role in US ammunition production. In the current crisis environment, the Combat Systems division is proving to be a key growth driver. This division encompasses the pr...

Energy Crisis Drives Agricultural Transformation: Opportunities in MustGrow Biologics, K+S, and Cort

K+S Between Cost Pressure and Transformation As a potash and salt producer, K+S finds itself caught between rising costs and a strategic realignment. As a processor of raw materials, K+S is vulnerable to rising energy costs. In fiscal year 2025, the group generated re...

Oil Price Shock and Middle East Panic! The Next 100% with DroneShield, dynaCERT, and Hensoldt

DroneShield – NATO Contracts Drive a 100% Revival The daily “horror” news reports extensively on drone warfare. An important point in this context: The US must spend millions to take Iran’s comparatively cheap Shahed drones out o...

Gas shortages and the USD 150 bet on oil! Caution advised for Shell, BP, A.H.T. Syngas, and Plug Pow

Shell and BP – A warm rain for the multinationals The global energy market is currently under exceptional strain as strategic reserves dwindle and key export routes remain blocked. The market is particularly sensitive to developments around the Strait of Hormuz, thr...

Dividend hunters take note! 10% with RE Royalties, dividend surprise at BMW, will Mutares now follow

RE Royalties – Will the stock finally be discovered? The Canadians are the first company to establish the royalty financing model, already well-established in many industries such as pharmaceuticals, biotech, technology, and commodities, in the renewable energy secto...

Breaking News! Takeover speculation? BioNTech, Evotec, Vidac Pharma

Vidac Pharma: Will the share price take off in 2026? As announced, Vidac Pharma is starting 2026 with positive news flow. Important milestones could be reached in the company’s fight against cancer. Among other things, an in vivo preclinical program fo...

Sector rotation favors biotech and life sciences! BASF, MustGrow, Novo Nordisk, and BioNTech in focu

BASF – Life sciences as a growth driver in the portfolio With its life science activities, DAX giant BASF is positioning itself as a broadly diversified partner for global megatrends in nutrition, health, and sustainable agriculture. Through its Nutrition & Care and...

Nuclear power comeback in the EU! Solid returns with American Atomics, Amazon, and E.ON

Amazon secures nuclear energy for AI data centers Tech giant Amazon is currently proving that the boundaries between tech and energy companies are blurring. The rapid growth of its AWS cloud division, which posted a 24% increase in revenue to USD 35.6 billion in the f...

Solutions instead of energy crisis: The potential of CHAR Technologies, Linde, and DuPont

CHAR Technologies as a pioneer of decentralized pyrolysis CHAR Technologies has positioned itself in the field of decentralized resource recovery. Its business model addresses two enormous industrial problems at the same time: expensive waste disposal and the need for...

Three trends, one goal: How Bayer, MustGrow Biologics, and BASF are turning the agricultural revolut

Bayer – Stable agricultural business and pharmaceuticals provide growth momentum The Leverkusen-based group has presented its figures for 2025 and achieved the targets it set in the summer. Currency-adjusted revenue rose by 1.1% to EUR 45.6 billion, while adjusted op...
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