Defense
Commented by Carsten Mainitz on April 2nd, 2026 | 07:25 CEST
Antimony in Focus: Analysts See Doubling Potential for Antimony Resources
Created and published on behalf of Antimony Resources Corp.
Driven by rising defense spending, geopolitical tensions, and highly concentrated global production, the long-neglected critical raw material antimony is suddenly taking center stage in strategic raw materials policy. Around 90% of global production comes from just three countries, led by China. Antimony Resources owns the largest deposit in North America and is thus gaining geopolitical significance. The stock is increasingly appearing on investors' radar. Analysts confirm the shares have the potential to double in value.
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Commented by Mario Hose on April 2nd, 2026 | 07:20 CEST
Defense Sector Insider Picks: BYD, DroneShield, NEO Battery
The tech world is undergoing a rapid transformation, driven in part by AI and global conflicts, that goes far beyond simple software solutions. It is about physical power, energy, and the defense of assets in an unstable geopolitical landscape. While BYD is conquering the roads with electric mobility, DroneShield is securing airspace against threats. In the shadow of these industry giants, a development is emerging that could transform the very heart of both worlds. We are talking about a new battery technology being developed in South Korea. NEO Battery Materials is poised to push the boundaries of what is possible. In this report, we examine how these three players will shape the energy and security market in 2026, and why one of them, in particular, is attracting the military's attention right now.
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Commented by Nico Popp on April 2nd, 2026 | 07:15 CEST
Nothing works without tungsten: Why the price surge continues and why SpaceX, Rheinmetall, and Almonty are in the spotlight
Instead of chasing digital pipe dreams, investors and industry are increasingly turning their attention to tangible commodities. The supply of critical metals is essential to our prosperity. In this new era, tungsten has taken on special strategic importance. With the highest melting point of any metal and a density exactly matching that of gold, the metal is an irreplaceable component in the defense industry, aerospace, and semiconductor manufacturing. The current market environment is characterized by a massive price surge compared to the previous year, with prices exploding from around USD 300 per MTU at the start of 2025 to over USD 2,750 per MTU today. Analysts at the trade magazine Mining Journal argue in detail in a recent analysis that this development is not a speculative bubble. Rather, the rally is driven by non-negotiable demand patterns and the physical depletion of global inventories. Unlike the silver bubble of 1980, this trend is supported by a multi-year delay in the commissioning of new Western production capacity, which is why the tight price environment is likely to persist for at least another two years. For Almonty, the only Western tungsten producer building relevant capacity within these two years, this represents a unique opportunity.
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Commented by Mario Hose on April 1st, 2026 | 07:30 CEST
From Turnaround to Modular Technology: SGL Carbon, IBU-tec, and NEO Battery Materials Under the Microscope
Anodes and cathodes, graphite, silicon, and iron phosphate: Anyone looking to profit on the stock market from megatrends like electric mobility or the booming drone and defense sectors will find specialized materials suppliers to be an exciting alternative to battery manufacturers and automotive groups. Three companies from this segment are the focus of our comparison: the Canadian-South Korean startup NEO Battery Materials, the East German specialty chemicals company IBU-tec, and the established materials group SGL Carbon. All three address the backbone of modern energy storage in very different ways.
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Commented by Carsten Mainitz on April 1st, 2026 | 07:25 CEST
Almonty Industries: When the market picks up again, things could move quickly!
There are numerous reasons to invest in Almonty Industries. The stock has recently corrected, and analysts see significant upside potential—making this an ideal time to open or expand positions. The tungsten specialist has increasingly drawn investors' attention in recent months. The company positions itself as the leading supplier to Western industries and benefits equally from geopolitical tensions and growing demand for this critical raw material. How quickly will the stock rebound?
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Commented by Nico Popp on April 1st, 2026 | 07:20 CEST
Antimony as a Bottleneck: Challenges for Northrop Grumman and First Solar – Top Opportunity for Antimony Resources
Created and published on behalf of Antimony Resources Corp.
In the spring of 2026, global supply chains for the semi-metal antimony will be under severe pressure. Escalating geopolitical tensions, particularly the war in the Middle East and the de facto blockade of the Strait of Hormuz, have left a deep mark. According to the International Energy Agency (IEA), this is one of the most severe disruptions in recent history. The situation is exacerbated by China's export controls, as China historically controls around 48% of global antimony production. While civilian use of this critical element is partially possible again for US entities, military exports remain strictly prohibited. In this context, the focus is shifting to the development of new Western deposits. The goal: to reliably supply defense contractors like Northrop Grumman and solar companies like First Solar. The exploration company Antimony Resources plays a key role in this effort, offering a readily available solution with its Bald Hill project in Canada.
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Commented by André Will-Laudien on March 31st, 2026 | 08:25 CEST
Stock Markets on High Alert: Volatus Aerospace – Drones Are Becoming the Infrastructure of the Modern World
A new era has dawned—those who want to be part of it must act now! Drones are on the verge of becoming the universal technology of the 21st century. A tool that is equally at home in agriculture, industry, disaster response, and military operations. What began as a niche solution for aerial photography is now an indispensable component of modern infrastructure and security architectures. Especially in the military sector, unmanned systems have fundamentally changed the nature of warfare, as they enable reconnaissance, precision strikes, and the protection of critical facilities more efficiently and cost-effectively. At the same time, energy providers, emergency services, and logistics companies use the same technologies to reduce risks and streamline operations. This so-called dual-use capability makes drones a key strategic tool for governments and companies worldwide. Whoever controls the technology increasingly controls the speed, safety, and efficiency of modern societies. These are all topics that have been circulating through the trading floors of stock exchanges for several months. Volatus Aerospace is positioning itself as a notable contender in this space.
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Commented by André Will-Laudien on March 31st, 2026 | 07:30 CEST
The Tungsten Mystery: Commodity prices are skyrocketing, and stock volatility is soaring - Almonty Industries now offers a 100% chance
No all-clear yet from the war fronts, which is making the stock markets volatile and vulnerable. Last Friday, the CNN Fear and Greed Index reached a record high of 10 out of 100 points. In other words, Investors haven't been this worried about the safety of their investments in a long time. This aligns perfectly with the saying: "Buy when the cannons roar!" A contradiction? No, because just yesterday the index jumped up to 13; in particular, the leading European index, the DAX 40, showed robust performance and gained over 2% from its morning low. A brief shift in sentiment or a turning point? Anyone buying Almonty now can get the stock a good 35% cheaper than four weeks ago. What do the analysts say?
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Commented by Stefan Feulner on March 31st, 2026 | 07:25 CEST
Antimony Resources: Escalation Drives Strategic Demand
Created and published on behalf of Antimony Resources Corp.
The situation in the Iran conflict is threatening to escalate further. With the possible deployment of ground troops, the conflict could reach a new level of intensity. Experts are already warning of significant consequences for the commodities markets. Critical metals such as antimony, which is essential for ammunition, armor, and modern weapons systems, are becoming increasingly scarce. Demand is rising sharply, while fragile supply chains and geopolitical risks are limiting supply. Many Western countries are also heavily dependent on imports. If tensions continue to escalate, a structural raw material shortage looms, with far-reaching consequences for defense, industry, and global markets.
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Commented by Fabian Lorenz on March 31st, 2026 | 07:00 CEST
Stocks for bargain hunters: Is a 50% gain possible with TKMS, Kontron, or Lahontan Gold?
Analysts see over 50% upside potential for TKMS. They point to the visibility in the marine business. However, they do not mention the complexity. The estimates for the coming years also do not really support buying the stock. In contrast, Lahontan Gold could become an outperformer in 2026. The company is making the transition from explorer to producer and is thus also becoming a takeover candidate. Especially if the resource rises significantly above 2 million ounces, major gold producers should come knocking. And what about Kontron? Recently, the company has disappointed with its figures and outlook. Following the price drop, analysts are advising investors to "Buy". Is the stock a bargain?
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