Researchanalyst
19.05.2026, Author: André Will-Laudien

Why First Hydrogen is Suddenly Thinking on a Much Larger Scale

The world keeps turning! A noticeable shift in strategy is underway in Brussels. While the expansion of renewable energy remains at the heart of the European "Green Deal," the EU is increasingly recognizing that a stable baseload supply and hydrogen production are hardly realistically scalable without additional nuclear capacity. This is precisely why nuclear energy, and modern SMR technologies in particular, have already been classified as climate-friendly transitional solutions in parts of the European taxonomy, while programs like "REPowerEU" are driving billions in investments in hydrogen infrastructure and energy security. At the same time, the global market for autonomous systems, security robotics, and drone services is growing at an enormous pace. First Hydrogen (0.33 EUR | WKN: A3C40W | ISIN: CA32057N1042) is no longer positioning itself solely in the hydrogen segment, but now at the intersection of energy, defence technology, robotics, and AI infrastructure. As a new multi-player in the energy and security segment, the Canadians are already well-positioned. The market is buzzing!

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15.05.2026, Author: André Will-Laudien

Silicon Outperforms Graphite – The Next Technological Leap Is On The Horizon

The global race for the next generation of high-performance energy storage is currently gaining significant momentum. Artificial intelligence, data centers, autonomous systems, and the electrification of entire industries are driving energy demand to new record highs. The need for more efficient battery solutions is exploding. While billions are flowing into AI infrastructure and high-performance servers, a bottleneck is suddenly coming into sharper focus: the ability to store energy in a compact, stable, and rapidly accessible manner. At this intersection, HPQ Silicon (CAD 0.18 | TSX-V: HPQ | WKN: A3DQZ3 | ISIN: CA40444L1031) is positioning itself with its silicon-based anode materials as a potential technology accelerator for a new era of batteries. Energy densities of up to 395 Wh/kg, capacities exceeding 7,000 mAh, and compatibility with existing production lines make the technology particularly exciting for industrial applications under high-performance pressure. At the same time, initial commercial orders from the drone sector are ensuring that what started as a research story is increasingly becoming a real growth story. In a market where investors are feverishly searching for the next AI, energy, and infrastructure winners, HPQ Silicon could offer precisely the rare combination of technological innovation, scaling potential, and strategic relevance that often unleashes explosive momentum on the stock market. The HPQ story is right on trend—billion-dollar markets are emerging now!

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14.05.2026, Author: André Will-Laudien

The Next Nevada Prospect in the Walker Lane Trend

With inflation data currently exceeding 3%, the price of gold is once again making headlines and drawing investor interest toward promising precious metal projects. Hardly any region in the U.S. combines mineral wealth, infrastructure, and regulatory stability as consistently as Nevada. The state is considered the backbone of American gold production and, due to its low political risks, has attracted billions in investments from international mining companies for decades. Major producers such as Barrick Gold and Newmont Corporation control multi-billion-dollar mining complexes there, making Nevada synonymous with political stability, infrastructure, and mining-friendly regulation. In particular, the approximately 800-kilometer-long Walker Lane is regarded by geologists as one of North America’s most exciting gold and silver corridors—featuring numerous historic mines, new discoveries, and enormous exploration potential. It is precisely there that Lahontan Gold Corp. (ISIN: CA50732M1014 | TSX-V: LG | FRA: Y2F | WKN: A3DKKY) is driving its transformation from explorer to future producer and working to bring a historically producing gold mine back into operation. Particularly exciting: With every new drilling program, not only does the resource grow, but so does the prospect of a significantly larger underground gold system. At the same time, with potential production as early as 2027, a classic revaluation cycle is drawing nearer. Time is of the essence!

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12.05.2026, Author: André Will-Laudien

Value Boost from Mine Start-up in July

In times of rising government debt, geopolitical uncertainty, and persistent inflation concerns, gold remains the preferred store of value for many investors. The hunt for high-quality gold projects in West Africa is reaching a new level of intensity as gold prices near USD 5,000. International mining companies are increasingly securing strategic positions along Africa's key gold corridors while generating record cash flows at current spot prices. The Senegal-Mali Shear Zone, in particular, is emerging as a focal point of institutional attention, as it combines world-class geology, existing infrastructure, and multi-million-ounce deposits. It is precisely there that the Canadian explorer and developer Desert Gold Ventures controls a 440 km² land package situated between the Tier-1 mines of Barrick Mining, B2Gold, and Allied Gold. To date, 1.2 million ounces of gold resources have been identified, but exploration efforts have recently been intensified. The difference from many other explorers: Desert Gold is now visibly moving toward production. The modular gravity plant for Barani East is already en route to Mali, with commissioning targeted for July 2026, and the ongoing drilling programs could further expand the resource. According to the PEA sensitivity analysis and the assumption of stable gold prices, the project value is rapidly rising to levels well above USD 100 million at current prices. Consequently, in their latest research update, analysts at GBC AG now estimate the fair value of the stock at CAD 0.93 and openly speak of significant revaluation potential.

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09.04.2026, Author: André Will-Laudien

Project Progress, Fresh Capital, Clear Prospects: Is the Next Round of Valuation on the Horizon?

For decades, the US state of Nevada has been one of the world's most significant gold-producing regions. With over 225 million ounces mined, it has built an impressive mining history that continues to attract international investors to this day. Major producers such as Barrick Mining and Newmont Corporation have established multi-billion-dollar mines here, laying the foundation for Nevada's reputation as a stable, mining-friendly jurisdiction. In particular, the approximately 800-km-long Walker Lane is considered one of North America's most exciting gold and silver corridors, where new deposits are continually being discovered and developed. It is precisely in this established mining district that Lahontan Gold Corp. (ISIN: CA50732M1014 | TSX-V: LG | FRA: Y2F | WKN: A3DKKY) is working to bring a historically producing mine back into production and systematically expand the existing resources. This positions the company in an environment that has already produced numerous success stories—and, with further progress, it could itself rise to become one of the next development projects in the gold-rich state of Nevada. The stock has already increased more than tenfold since 2025, yet the story is only just beginning!

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30.03.2026, Author: André Will-Laudien

A key Western project in a world of latent commodity shortages

Created and published on behalf of Antimony Resources Corp.

Western industrialized nations are under pressure! Geopolitical escalation has brought the commodity ANTIMONY into focus because it is indispensable for defense, high-tech, and the energy transition, and global supply is under pressure. With China's export restrictions and an already fragile global supply chain, antimony has rapidly evolved from a niche metal into a strategic bottleneck. This very situation can present an attractive opportunity for early-stage investors, provided they dynamically factor in high volatility, political risks, and potential extreme price fluctuations during the investment process. Antimony Resources (CSE: ATMY | ISIN: CA0369271014 | WKN: A414DM) exemplifies the quest for Western supply security in a market that is only just beginning to reveal its full strategic value. After all, global political conditions can turn upside down overnight, and then the room for maneuver becomes limited. For investors, therefore, what matters less is the mere narrative, and more is the proof that a company can actually translate resources, financing, and a timeline into reliable production in a market with a structural supply deficit.

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24.03.2026, Author: André Will-Laudien

Why Power Metallic Could Become the Strategic Commodity Play of the Next Decade

Amid global turmoil surrounding Iran's nuclear facilities and the Strait of Hormuz, one thing is clear: strategic commodities remain scarce and in the spotlight for investors, as there are serious concerns about their availability in the medium term! Power Metallic Mines Inc. (WKN: A40S32 | ISIN: CA73929R1055 | Ticker Symbol: PNPN) is on the verge of a strategic revaluation thanks to its excellent positioning. Following exceptionally high-grade drilling results, the NISK project in Québec is increasingly proving to be a potential cornerstone of Western raw material supply. In the medium term, the company can offer exactly what many are looking for: a stable source of copper and platinum group metals - fully on the radar of industry and the capital markets.

Highlights at a glance:

+++ Québec ranks among the world's leading mining regions with low-carbon electricity from hydropower
+++ High-grade drill hits of 16.55 m with 15.11% copper equivalent demonstrate world-class potential
+++ Over 313 km² of project area controls the promising NISK-Lion-Tiger Corridor
+++ An ambitious drilling program of approximately 100,000 m in 2026 will drive resource expansion
+++ Metallurgical tests confirm exceptional recovery rates of up to 98.9% copper
+++ A high-grade sulfide concentrate with approximately 25% copper content enhances economic attractiveness
+++ Analysts estimate the current total project value at over CAD 700 million
+++ With a market capitalization of approximately CAD 243 million, research indicates a price potential of more than 170% to about CAD 2.85 per share

Power Metallic's land package in Québec, spanning over 300 km², controls one of North America's most promising polymetallic corridors and is increasingly emerging as a strategic option for the industry of tomorrow. At a time of growing geopolitical tensions and rising demand for critical raw materials, a project with exceptional leverage is taking shape here. For investors, this means one thing above all: the fundamental revaluation of this commodities story is only just beginning!**

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17.03.2026, Author: André Will-Laudien

Why Globex Mining Is Poised for a Breakout

Amid a geopolitically tense region, burdened by the Iran conflict, chronic government debt, and the ongoing devaluation of fiat currencies, base metals and precious metals are once again capturing the full attention of both institutional and retail investors. Added to this are delivery discrepancies for physical delivery on exchanges such as COMEX and LBMA, which reveal serious physical shortages and provide sustained support for prices. Cryptocurrencies may be considered "digital gold," but they offer no reliability for conservative hedging. Globex Mining benefits in two ways here: from high metal prices and a model without ongoing financing needs. This is because the company dominates the scene as a broadly diversified resource owner. Founded in 1949, the Canadian company under CEO Jack Stoch acquires, optimizes, and leases mineral-rich properties primarily in Canada and the US as a "Project Generator" and "Mineral Property Bank." With 270 assets, over 100 royalties and options, and a debt-free balance sheet, Globex leverages diversification alongside its partners. They handle the exploration work and minimize the risk for Globex Mining. With nearly 90% growth over the past 12 months, the journey has likely only just begun.

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02.03.2026, Author: André Will-Laudien

The Outlook is Positive

Unmanned aviation has quietly developed into a key technology of the 21st century. Systems that were once ridiculed are now strategic tools for business, government, and the military. Modern drones no longer operate in isolation, but as part of networked AI architectures that generate situational awareness, predict risks, and coordinate missions autonomously. In conflict regions such as Ukraine or, more recently, between the US, Iran, and Israel, the critical importance of airborne real-time intelligence is evident daily. Where pilots, helicopters, and large deployment units were once necessary, flexible, software-driven platforms now perform precise tasks. Their advantages lie in high speed combined with low radar detectability. Added to this is economic scalability, meaning significantly lower costs while providing higher information density. These developments extend far beyond the military and are driving applications in energy, infrastructure, border security, and disaster management. Volatus Aerospace Inc. (TSX-V: FLT | WKN: A2JEQU | ISIN: CA92865M1023) is one of the companies that anticipated this paradigm shift early on and implemented it industrially. For investors, this marks the beginning of a phase in which strategic relevance and growth are visibly converging for the first time. After a requested uplisting to the Canadian TSX, investors are now looking toward the NASDAQ. Time is of the essence…

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23.02.2026, Author: André Will-Laudien

Financing enables the construction of a leach mine in Mali

Zijin Mining's billion-dollar takeover deal for Allied Gold, worth CAD 5.5 billion, is accelerating the wave of consolidation in the African gold sector. Driven by record prices for precious metals, high margins for mining operations, and the strategic desire for long-lasting African assets in viable jurisdictions, investors' eyes are turning to lucrative properties. Wars, inflation, and exploding national debts make precious metals the ultimate protection. Gold has gained 30% since the beginning of the year, while its little brother, silver, is riding a wave of stockpiling. Most analysts argue that short-term speculation is now giving way to medium-term value stability. Giants such as Barrick Mining with Loulo-Gounkoto, B2Gold with Fekola, and now Zijin via Allied's Sadiola mine are strategically positioning themselves in the Senegal-Mali Shear Zone (SMSZ), yet Mali's gold production fell by 23% in 2025. Canadian company Desert Gold Ventures controls the "reserve bank" between these Tier 1 mines with a 440 km² land package in the immediate vicinity, supplemented by scalable resources of currently over 1 million ounces. Today, it is clear that producers are no longer chasing visions, but rather expandable positions along proven zones. This is where Desert Gold's strength lies, either as a seamless add-on or as a small mine with an NPV of over USD 100 million at current gold prices. What Allied, Barrick, and B2Gold are demonstrating, Desert Gold can quickly replicate on a smaller scale. And if in doubt, the successful explorer will become the logical next takeover candidate in this elite league. The excitement is mounting, and so is the valuation!

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