Securing supply chains for critical metals is at the heart of global strategies. Greenland, once a scientific backwater, is now at the center of geopolitical interests with its deposits of rare earths, nickel, cobalt, and graphite. These metals are indispensable for batteries, electronics, and defense technologies. While the EU is strengthening its autonomy with the Raw Materials Act passed in 2023 and new partnerships, the US government under President Trump is focusing on protectionist control and direct access to resources. The announcements from the White House sound rather aggressive in this regard. Market participants should assume that, in case of doubt, the US will make a clean sweep – even in the most remote locations that allow access. European Lithium (WKN: A2AR9A | ISIN: AU000000EUR7 | Ticker: PF8 | ASX: EUR) is positioning itself in this environment with two key deposits: rare earths in Greenland and lithium in Europe, including Ukraine. The Company thus connects two geostrategic hotspots and is considered a potential winner in the new race for raw materials.
Drone technology has undergone breathtaking development in recent years. What once began as a futuristic toy has now become a central component of modern industrial and security concepts. Simple flying objects with cameras have evolved into sophisticated, AI-powered systems capable of collecting and evaluating data in real time and making targeted decisions. Drones have long been connected to analysis platforms and cloud networks and perform surveillance, logistics, and defense functions. In recent years, this was only possible with manned units. In times of geopolitical tension, they are increasingly replacing traditional forces thanks to their cost efficiency, flexibility, and continuous learning through artificial intelligence. The existing momentum across the entire sector is accelerating innovation worldwide and is also shaping commercial applications in surveillance, infrastructure, and rescue logistics. Volatus Aerospace (TSX-V: FLT; WKN: A2JEQU; ISIN: CA92865M1023) is one of the companies that recognized this technological upheaval early on and implemented it consistently. Now, the phase of exponential growth is beginning for investors!
Information is the oxygen that keeps the capital markets alive. In an era with rising inflation, geopolitical uncertainties, and disrupted supply chains, international networking is more crucial than ever. With the launch of the Mining-IQ data platform and the strategic partnership with Rio Tinto, Aspermont is undergoing a profound transformation in 2025 to become a global data intelligence specialist for the raw materials industry. The Company now aggregates all mining data worldwide in an AI-powered platform that analyzes risks, ESG performance, and project developments, setting new standards for data-driven decision-making in the sector. With the digitization of two centuries of industry archives for Rio Tinto and the recent capital increase from institutional investors, Aspermont is optimally positioned financially and technologically for international growth and innovation. The new direction creates scalable, subscription-based revenue models. It gives decision-makers a head start in market and investment decisions - a quantum leap from traditional media provider to digital industry architect.
BioNxt Solutions (TSX-V: BNXT; WKN: A3D1K3; ISIN: CA0909741062) is on the verge of a significant breakthrough: achieving market readiness. The Company develops state-of-the-art drug delivery systems for autoimmune and neurological diseases, addressing markets of global relevance. Particularly in focus is multiple sclerosis (MS), a chronic, inflammatory disease of the central nervous system in which the immune system mistakenly attacks the body's own nerve fibers. Depending on the patient, this can lead to muscle weakness, coordination problems, and even memory issues—a serious medical challenge that urgently calls for innovation. The pharmaceutical and biotech industries are therefore working intensively on improved therapies. BioNxt has developed a patented sublingual oral film technology that not only enhances the effectiveness of drugs but also significantly improves patient convenience. The global tailwind could hardly be more favorable: the market for MS therapies already reached a volume of around USD 21.1 billion in 2024 and is projected to grow to nearly USD 39 billion by 2032, representing a compound annual growth rate (CAGR) of 7.9%. The stock has gained a whopping 80% over the past 6 months, but this could just be the beginning!
Tariff barriers, export bans, and supply restrictions on critical metals are no longer the exception; for many investors, they have become a daily topic of conversation. Western industries are increasingly under pressure, as order volumes are rising rapidly, particularly in strategic areas such as high-tech components and defense technology. In the NATO environment alone, order volumes have increased fivefold within just a few weeks compared to 2024, and there is little sign of this trend coming to an end. Today, company leaders need to know exactly where they can source skilled workers, raw materials, and, above all, hard-to-obtain metals, while also ensuring that their sales markets are not blocked by sanctions. The situation is particularly critical for international tech manufacturing, which is heavily dependent on imported specialty metals in parts of Asia. Any new trade barrier can disrupt supply chains within days. Against this backdrop, Almonty Industries (WKN: A414Q8 | ISIN: CA0203987072 | Ticker symbol (FRA/USA): ALI/ALM) has positioned itself with remarkable foresight.
Following recent acquisitions, Canadian explorer Desert Gold has reached the next milestone in its SMSZ project in Mali. With a fresh Preliminary Economic Assessment (PEA), the Company is now set to begin the construction of a small processing plant. With production of approximately 5,500 ounces per year, annual gross cash flows in excess of USD 5 million are expected from 2026. At the same time, the Company has recently expanded its portfolio significantly with an option in West Africa. With the Tiegba project, Desert Gold is now also active in Côte d'Ivoire, alongside major mining companies such as Barrick, Allied, Endeavour, and B2Gold. The vision is clear: to extract easily accessible ounces at low cost and use the generated surplus for exploration of the high-grade properties in Côte d'Ivoire. The key point: Less than 10 % of the 440 square kilometers of SMSZ land area was actually evaluated in the study. The setup should excite investors and make the current valuation history!
At a time when gold prices are hitting record highs and political uncertainty dominates the global markets, Globex Mining is attracting attention as a broadly diversified resource owner. Founded in 1949 and led by CEO Jack Stoch, the Canadian company is focused on the acquisition, development, and strategic leasing of resource-rich properties, primarily in Canada and the US. With currently 258 concessions and a broad diversification across gold, silver, base metals, and specialty metal projects, Globex is benefiting not only from the current precious metals boom, but also from political developments such as resource scarcity and trade tariffs. The Canadian commodity asset manager is committed to continuous growth and is very successful in this regard, with Globex shares (ticker: GMX) delivering a respectable return of 31% over the past 12 months. The current year 2025 is likely to hold a few surprises in store.
Wars, inflation, and ever-increasing public debt are strong arguments for investing in precious metals. Gold, in particular, has demonstrated its ability to preserve value in recent months. While currencies like the US dollar continue to depreciate, the gold price has increased over 30% since the start of the year. By comparison, the highly acclaimed Nasdaq-100 index has lost around 5% since January. Canadian explorer Desert Gold has now significantly expanded its portfolio with an option in West Africa. With the Tiegba Project, the Company is now present in Ivory Coast, alongside major mining companies such as Barrick, Allied, Endeavour, and B2Gold. Analysts now need to do their sums carefully, as a feasibility study for mine development in Mali is in progress. In addition to the 1 million ounces of gold already identified, there are now another 297 square kilometers of unexplored territory added. And all this for just EUR 12.5 million. This dramatic undervaluation is unlikely to last much longer!
In the climate transition, researchers are not only looking at alternative energies such as solar, wind, and water but also increasingly back toward nuclear power. While the EU is only cautiously expanding its nuclear capacity, the outlook in North America, China, and India is far more aggressive. A total of 440 reactors are online worldwide, 113 of them in North America alone, and approximately 80 new plants are in the planning stage. US President Donald Trump makes no secret of his love for nuclear energy. For the current legislative term, he has announced a wave of new approvals aimed at significantly strengthening America's nuclear base. In light of the energy transition, resourceful companies are setting out to combine the advantages of nuclear power with the benefits of hydrogen. Canadian technology company First Hydrogen (EUR 0.51 | WKN: A3C40W | ISIN: CA32057N1042) aims to launch small modular reactors known as SMRs. One of the key goals is local green hydrogen production. A potential game-changer is on the horizon!
The drone market is growing exponentially. When the first tech-savvy kids started flying their new, noisy aircraft over their neighbors' gardens a good 10 years ago, no one imagined the enormous potential for civilian and military applications. However, the rudimentary propeller-driven machines quickly evolved into high-precision aircraft with optical capabilities in the Ultra HD range. Today, they are connected to a complete data analysis center via a ground station, and image and AI-controlled pattern recognition make these agile aircraft perfect surveillance applications. In an age of geopolitical conflicts, overarching security requirements, and empty budgets, they now offer a reliable substitute for mobile emergency services day and night. Artificial intelligence accelerates these processes, and this is where the big game changer lies for many service providers. Volatus Aerospace (TSX-V: FLT; WKN: A2JEQU; ISIN: CA92865M1023) has worked hard to build up its business in recent years. Now, it is time to reap the rewards.