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Uranium rush in the Athabasca Basin: Stallion Uranium follows in the footsteps of NexGen Energy – an

Uranium rush in the Athabasca Basin: Stallion Uranium Corp. (TSXV:STUD) follows in the footsteps of NexGen Energy – an opportunity for Cameco too? The global energy industry is currently experiencing a renaissance that seemed unthinkable just a few years ago. Driv...
Nico Popp | 12 days ago |

Defense and commodity stocks remain top performers! These should not be missing from any portfolio:

Defense and commodity stocks continue to offer attractive investment opportunities. Geopolitical tensions, such as those currently in Venezuela, as well as the war between Russia and Ukraine, are providing companies in the defense industry with a sustained economic boom. ...
Carsten Mainitz | January 7, 2026 |

Mink Ventures’ Warren Project: Dramatic geological reinterpretation could lead to transformative 202

Author: Dr Ryan D. Long A recent site visit to Mink Ventures Corporation’s (TSXV:MINK) Warren Nickel-Copper-Cobalt Project has led to a dramatic reinterpretation of the project’s geology, which could transform the company&CloseCurlyQu...
Research | December 11, 2025 |

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 visionary PowerPoint presentations rather than real-world progress. The transition to 2026, however, marks the start of a new industrial reality. Investors who have followed t...
Nico Popp | December 10, 2025 |

Even in times of peace, these defense stocks have a future: NEO Battery Materials, Hensoldt, DroneSh

There is a lot at stake for Ukraine these days: Will there be a dictated peace, will the war continue, or is a long-term viable solution in sight after all? Some defense stocks have fallen in recent weeks. However, regardless of the current peace negotiations, it looks as...
Nico Popp | December 8, 2025 |

Defense stocks catching their second wind: Almonty, Boeing, Rheinmetall

The question of European security has fallen somewhat out of focus on the stock market – shares in companies such as Rheinmetall and Almonty have fallen from their highs. But just because other topics are currently dominating the media, that does not mean that defense-rel...
Nico Popp | November 18, 2025 |

Rheinmetall, AJN Resources, Shell – Surprise creates upside potential

Despite the predicted correction, the stock markets continue to rush from one high to the next, with few signs of weakness visible so far. AI stocks are identified as the main driver of the stock market boom. However, even outside this bubble, many companies are also surp...
Stefan Feulner | November 4, 2025 |

Turnaround thanks to port business? Siemens, dynaCERT, Konecranes

The entire industrial sector must transition toward sustainability – and that includes logistics. The shipping industry, in particular, is seeing growing momentum. Global shipping currently accounts for around 3% of total emissions – and, as the Reuters news agency report...
Nico Popp | October 28, 2025 |

More than defense - How Almonty’s tungsten makes AI chips from Intel and Micron possible

Tungsten is considered a critical metal worldwide—the defense industry in particular cannot do without it. But tungsten is also a high-tech metal. Without this element, which only melts at 3,400 degrees Celsius, has low resistance, and offers extremely high electrical con...
Nico Popp | September 29, 2025 |

NATO under pressure! Almonty target price rises! RENK not a favorite at Goldman Sachs! DroneShield h

Russia is testing NATO! Drones and fighter jets are repeatedly being spotted in European airspace, showing that de-escalation is not happening. NATO must continue to strengthen its defenses. This offers opportunities for investors across the entire value chain of the...
Fabian Lorenz | September 23, 2025 |
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