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BYD – Defense Metals, VW – The Next Boom After Hydrogen

Demand not to cover The situation is dramatic with the scarcity of "rare earth". Permanent magnets for electric motors are produced based on rare earth metals. In ten years, the experts at Adamas Intelligence predict that the demand for rare earth oxides for use in magn...
Featured Submission | October 29, 2020 |

Winners in the tariff quake: Renk, Nel ASA, Almonty – China attacks U.S. defense industry

The tariff quake on the stock markets continued yesterday. For companies like Nike and the German automotive industry, the extent of the consequences is still unclear. However, there may also be winners. Tungsten producer Almonty (TSX:AII) emphasized yesterday that it...
Fabian Lorenz | April 8, 2025 |

Rheinmetall, Almonty Industries, RENK: The next wave of the defense stock mega boom is rolling in

Geopolitical tensions and a paradigm shift toward increased national security are fueling a sustained boom in the defense industry. Rising budgets worldwide are ensuring full order books and unprecedented growth prospects for specialized companies. This development is mak...
Armin Schulz | September 17, 2025 |

NEO Battery Materials positions itself for the battery revolution

Artificial intelligence, autonomous systems, drones, and robotics are causing global energy demand to skyrocket. But this is precisely where the weak point of digitalization becomes apparent. Conventional lithium-ion batteries are reaching their physical limits in terms o...
Stefan Feulner | January 26, 2026 |

NEO BATTERY MATERIALS – The Western response to China’s battery monopoly

High-performance batteries for drones, robotics, and AI infrastructure Electrification is no longer a promise for the future, but an infrastructural reality. Autonomous systems, drone fleets, industrial robotics, AI data centers, and electromobility are growing in par...
André Will-Laudien | 7 days ago |

BioNTech, Bayer, Valeo Pharma: Share price jump ahead of quarterly results

Investors' expectations of developments can drive the share price. When it comes to solving a problem or creating needs, the interest of the capital market is particularly high. Things get exciting for investors when the business model offers the possibilities of scalability. ...
Mario Hose | September 29, 2020 |

Drone wall for Europe! Almonty, DroneShield, and Hensoldt – Defense stocks taking off again!

The past few weeks have shown that Europe has been asleep at the wheel on drone defense. In Denmark, Poland, and Germany, these small aircraft are almost impossible to detect, and when they are, current countermeasures are inefficient and costly. At the EU summit in Copen...
Fabian Lorenz | October 3, 2025 |

The next major battery story is not being written in China – it is being led by the TSMC clone, NEO

The tech revolution has a blind spot. While billions are being poured into the development of AI, advanced robotics, and autonomous systems, one fundamental problem often remains unresolved: energy storage. The performance of these high-tech devices is determined by their...
Armin Schulz | 12 days ago |

Defense first, then sell – Now it is time to load up on critical raw materials! Globex Mining, Henso

Daily madness on the capital markets. While foreign drones circle over NATO territory conducting espionage, politicians in Brussels feel compelled to increase defense budgets once again. Even Ursula von der Leyen feels the pressure to act at the Denmark summit: “ We must ...
André Will-Laudien | October 6, 2025 |

E-mobility tax-free through 2035! Keep an eye on BYD, NEO Battery Metals, NIO and BASF

In the third quarter of 2025, the global market for electric mobility continued to develop dynamically: over 4.2 million new electric vehicles were registered, an increase of around 28% compared to the previous year. While China confidently maintained its leading position...
André Will-Laudien | October 9, 2025 |
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