The daily escalation of the US trade dispute with almost all economic zones worldwide is not going unnoticed, especially in China. For reasons of national pride, Chinese Premier Xi Jinping is demanding more respect for his country. Not only have punitive tariffs been met with counter-punitive tariffs, but China has now also drastically restricted exports of critical metals and rare earths. This is a nightmare scenario for Western industrialized nations, as export controls exacerbate global commodity insecurity. For the high-tech industry, this means significantly higher prices, pressure to innovate, and increased geopolitical risk. At the same time, the current crisis is accelerating the establishment of new supply chains, the necessary technological restructuring, and the relocation of strategic manufacturing worldwide. Almonty Industries Inc. (WKN: A1JSSD | ISIN: CA0203981034 | Ticker symbol: ALI) has been working for several years on another mine start-up in South Korea, which is now imminent. And customers are lining up when it comes to output. Because right now, the rarer it is, the more expensive it is. The stock is becoming a blockbuster on the German and Canadian stock exchanges, with a gain of over 150% in just six months. The rally is likely to continue!
Despite all advancements, scientists are still largely in the dark when it comes to many diseases - in particular, neurodegenerative diseases such as Alzheimer's, Parkinson's, ALS, or multiple sclerosis. However, new forms of therapy offer methodologies to treat the affected patients more efficiently. Technologies that can deliver active ingredients directly to the brain and release them effectively there could mean a breakthrough for diseases that are still too difficult to treat today. There is demand for methods that enable targeted, more effective, and safer delivery of drugs to the central nervous system (CNS) – i.e. the brain and spinal cord. The market in this area is highly innovation-driven, experiencing strong growth, and has recently been massively accelerated by the use of artificial intelligence. The Canadian biotech specialist BioNxt Solutions (TSX-V: BNXT; WKN: A3D1K3; ISIN: CA0909741062) is an innovative life sciences company specializing in next-generation drug delivery technologies. Its research is well advanced – the next leap in growth is now within reach!
The world is in turmoil. Geopolitical conflicts, displacement and migration, and economic and political upheavals are the order of the day. With the new US President Donald Trump, transatlantic partnerships are changing, and even long-standing institutions like NATO are no longer a reliable parameter. The capital markets have to cope with the new uncertainties. This means high volatility for stocks and other assets. Investors are looking for safe havens - traditionally, gold and silver at least offer long-term value compensation for losses in purchasing power. Regions with a centuries-old tradition in precious metals are once again coming into focus, offering a potential anchor of stability in uncertain times. The Canadian resource explorer TOCVAN VENTURES (CSE: TOC; FRA: TV3; WKN: A2PE64; ISIN: CA88900N1050) is currently making a name for itself as the Company enters the home stretch in 2025.
Bernd Krüper, the new president and director since summer 2024, is looking hopefully toward the upcoming bauma trade fair in Munich. Energy efficiency and the climate transition are at the forefront of the public eye. Companies with high energy usage are actively seeking ESG-compliant solutions. Since 2004, the Canadian company dynaCERT has focused on the development of hydrogen-based diesel auxiliary devices. These optimize combustion processes, making them cleaner and reducing fuel consumption. In 2024, the Company received certification from the world-renowned VERRA Institute for its technological solutions. With a positive result, the sales rollout is accelerating because the underlying ESG topic and the acquisition of emission certificates are important control components, especially for companies in the public spotlight. The analyst firm GBC Research has done the math and voted "Buy" - the price is taking off. It is a perfect setup for a multiplier in the portfolio.
Carbon dioxide (CO2) plays a central role in the atmosphere and has both natural and man-made impacts. It is a significant factor in air quality, climate change, and ecological balance, particularly in large cities. Governments worldwide meet once a year to advance climate transformation, but local implementation often fails due to a lack of finances and the necessary innovations. A few years back, a tradable price for "pollution rights" was created through climate certificates. The price for one ton of CO2 reduction is currently just under EUR 70, but it varies significantly from region to region. In 2023, the International Energy Agency (IEA) published an updated Net-Zero Roadmap that outlines a detailed global pathway to achieve the 1.5°C target by 2050. This plan takes into account developments since 2021 and emphasizes the need for accelerated action in various sectors. The Canadian company dynaCERT has technologies for reducing CO2 emissions and understands what is at stake in this billion-dollar market. With a patented and certified technology, significant emission reductions can be achieved in combustion processes. The internationally recognized institute VERRA laid the foundation for the sought-after emission certificates. The attractiveness of a quick implementation is now in place and could mean a multiplication of revenues for dynaCERT. The starting signal is now!
The price of gold continues to rise sharply in 2025. In February, at USD 2,950, the yellow metal reached its highest level ever. Gold outperformed most stock indices worldwide and even came close to keeping up with the NASDAQ 100. The high inflation rate and the persistent borrowing by governments to finance their overburdened budgets speak in favor of investments in precious metals. Since 2022, high defense and security spending has also been added. Geopolitical uncertainties and crisis zones will remain with investors in 2025. So far, this has not deterred anyone from investing in securities. What could change, however, is the focus on value versus growth expectations in the area of high-tech and artificial intelligence. The Canadian resource asset manager and explorer Jack Stoch focuses on continuous growth and is very successful with this approach, as the Globex share (ticker symbol: GMX) also delivered a 76% increase, effectively doubling gold returns for shareholders. The current year, 2025, promises to be an exciting one.
The modern era has dawned! At breakneck speed, artificial intelligence models are penetrating all sectors of the economy. Business models that worked yesterday are disappearing from the market or being replaced by new ones. Data analysis now happens at lightning speed, with knowledge built over hundreds of years. The pharmaceutical industry is increasingly using artificial intelligence to make clinical trials more efficient and precise. AI is particularly effective in analyzing large amounts of medical data, recognizing patterns, and optimizing decision-making processes. The improvements in evaluation and interpretation are revolutionary. The Canadian technology company NetraMark Holdings Inc. (WKN: A3D5X9 | ISIN: CA64119M1059 | Ticker symbol: AIAI) is developing solutions for the pharmaceutical industry to use Generative Artificial Intelligence (Gen AI). The results so far indicate a quantum leap. Meanwhile, NetraMark's market value is still in its infancy. Time is of the essence!
The geopolitical climate is becoming increasingly frosty. What is a huge challenge for international politics in terms of safeguarding mutual interests is no less dangerous for industry. This is because power blocs are emerging that are increasingly turning away from the West and pursuing strict self-interests. In particular, it must be assumed that the Russia-China axis will remain strained in its relations with the USA under Donald Trump and its allies and that this will have an impact on other areas. It is not without reason that governments have put important metals on the strategic procurement list. Tungsten is the metal used for ultra-hard and heat-resistant surfaces and is part of a complex discussion about scarcity because 85% of the metal is mined in China. This marks a turning point for tungsten producers targeting the Western market. Almonty Industries Inc. (WKN: A1JSSD | ISIN: CA0203981034 | Ticker symbol: ALI) has been working for several years on the launch of a new mine in South Korea, which is now imminent. And the demand is high - customers are lining up for the output. Because currently, the rarer it is, the more expensive it gets. The stock price has already surged 100% in just two weeks – so a quick takeover could be on the cards. Now is the time to act!
The gold price rose by almost 30% in 2024. It thus outperformed most stock indices worldwide and was even able to keep pace with the NASDAQ 100. Both high inflation and the constant borrowing by governments to finance their overburdened budgets speak in favor of investments in precious metals. Since 2022, high defense and security spending has been added to this. Geopolitical uncertainties and flashpoints will remain with investors in 2025. So far, this has not deterred anyone from investing in securities of any kind. What could change, however, would be the focus on value versus insane growth expectations in the area of high-tech and artificial intelligence. Canadian resource asset manager and explorer Jack Stoch focuses on continuous growth and is very successful, as the Globex share (ticker symbol: GMX) also delivered 30% added value to shareholders' portfolios. The current year, 2025, is likely to be even more golden.
The EU has formulated ambitious goals and strategies to secure its supply of strategic raw materials and build sustainable supply chains. These goals are based primarily on the Critical Raw Materials Act (CRMA), which was introduced in 2023. The US is also pursuing similar goals to secure access to critical raw materials that are crucial for energy system transformation, technology production, and national security. On January 20, 2025, Donald Trump's second presidency in the US begins. The Republican is known for his "America First" approach. He wants to strengthen domestic industry, secure jobs, and challenge foreign competitors. For his plans, he needs resources - and he is eyeing Greenland. The Australian company European Lithium (WKN: A2AR9A | ISIN: AU000000EUR7 | Ticker symbol: PF8 | ASX: EUR) has secured a key role in the global raw materials landscape with its rare earth project in Greenland and lithium deposits in Ukraine. The Company's properties and current focus combine to form a unique treasure for a forward-looking portfolio. There is already a "Buy" recommendation from the research house First Berlin, which indicates a potential of over 500%. We offer a deeper insight.