March 10th, 2026 | 07:00 CET
Explosive prospects for Petrobras, Barrick Mining, and Power Metallic Mines! Three stocks that are shaking up the market!
The commodities sector is currently undergoing a fascinating transformation. On one side are the large corporations generating billions in profits. On the other side, smaller companies like Power Metallic Mines are delivering exploration results that surprise even seasoned geologists. At the same time, renowned investment legends are taking positions in the sector. Today, success is no longer determined solely by who produces the most. A smart strategy is becoming increasingly important. In a world that urgently needs battery metals and oil, while investors simultaneously seek gold as a safe haven, even the largest players must continue to prove themselves. Companies that fail to deliver risk being overtaken by smaller, more specialized competitors. This report explains why discoveries in Quebec are attracting industry-wide attention - and what the latest results from major producers mean for investors.
time to read: 4 minutes
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Author:
Mario Hose
ISIN:
POWER METALLIC MINES INC. | CA73929R1055 | TSXV: PNPN , OTCBB: PNPNF , BARRICK MINING CORPORATION | CA06849F1080 | NYSE:B , TSX: ABX , PETROLEO BRAS.SA PET.PFD | BRPETRACNPR6
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Author
Mario Hose
Born and raised in Hannover, Lower Saxony follows social and economic developments around the globe. As a passionate entrepreneur and columnist he explains and compares the most diverse business models as well as markets for interested stock traders.
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Power Metallic Mines: A star in the commodity sky
At Power Metallic Mines, once again, everything revolves around the Lion Zone in Quebec. What the company has discovered there is more than remarkable, and the latest drilling results from February 2026 speak for themselves. In drill hole PML-25-046, engineers found a zone of 20.40 m with a copper equivalent grade of 4.11%. Within this zone is an 8.40 m section with as much as 8.05% copper equivalent. Grades of this magnitude are rare in modern mining projects. This is not just nickel, but a mixture of copper, palladium, platinum, and gold.
The laboratory test results are also particularly impressive. The recovery rate for copper is 98.9%. Palladium is recovered from the rock at 93.9% and platinum at 96.8%. Management had previously planned for 80%. These new figures represent an increase in the value of the metal recovered of around 18.2% compared to the old assumptions. The Nisk project area is also located in Quebec. A Hydro-Quebec substation is located in the immediate vicinity, supplying cheap and clean electricity. Overall, the project benefits from excellent infrastructure.
Here is the presentation by Duncan Roy, VP Investor Relations at Power Metallic Mines, on the occasion of the 18th IIF.
Investors such as Robert Friedland and Rob McEwen are on board
Power Metallic Mines is growing steadily. The company has significantly expanded its land package through acquisitions and now controls over 312 km². USD 50 million has been earmarked for the current drilling program. A total of 100,000 m of drilling is planned. A strong vote of confidence for Power Metallic Mines is the participation of renowned investors such as Robert Friedland and Rob McEwen. This is no coincidence, as Power Metallic Mines is no longer purely an exploration project, but is developing into a serious producer of precisely those metals that the world needs today.
Chart analysis: Power Metallic Mines
Two years ago in March, the share price was CAD 0.20; today it is trading at CAD 1.09. This means that it has more than quintupled in value over this period. At times, it even traded at just under CAD 2 before a "healthy consolidation" set in. This has been going on for several months now and is likely to come to an end soon, judging by the timeline. As shown in the chart, there is strong horizontal support at CAD 1.00. Building on this, there could be a rise towards an all-time high, and beyond that, the way would be clear towards CAD 2.50 or even CAD 3. Overall, the chart looks promising, and given the current favorable environment for a wide range of commodities, an upward breakout could occur soon.
Petrobras: The Brazilian giant benefiting from higher oil prices
Petrobras presented its figures for the last quarter of 2025 a few days ago, exceeding analysts' expectations. The group achieved a net profit of almost USD 3 billion. One of the factors behind this success was increased production in the so-called pre-salt area. These are the deep-sea deposits off the Brazilian coast. Petrobras also excelled with record exports of up to 1.2 million barrels per day.
The group operates in a politically challenging environment, but still manages to satisfy its shareholders by paying high dividends. Following the good quarterly figures, the share price rose significantly. Petrobras is thus demonstrating that a large company can be both efficient and shareholder-friendly.
The group continues to invest heavily in new floating production and storage systems. In 2025 alone, over USD 20 billion was invested in new projects, with a target production of 2.5 million barrels per day in 2026. Those looking for stability and high dividends can hardly ignore Petrobras, even if the political risk in Brazil must always be taken into account.
Barrick Mining: Record figures and new strategy
Barrick Mining had a strong fourth quarter in 2025. Free cash flow reached a record USD 1.62 billion. CEO Mark Hill subsequently increased the dividend for the fourth quarter by 140% to USD 0.42 per share. Barrick is benefiting enormously from high gold prices and, at the same time, was able to increase copper production to a record level of 220,000 tons in 2025.
Investors initially reacted somewhat cautiously after the 2026 forecast was released. Barrick plans to produce 2.90 to 3.25 million ounces of gold in the current year. Some analysts had expected more. However, Barrick is deliberately focusing on quality rather than rapid growth. In Nevada, the Fourmile project is moving forward, where gold resources have recently doubled. Barrick is also preparing an IPO for its North American gold assets to streamline the group and increase shareholder value.
However, Barrick is not only focusing on serving the precious metals market, but is also increasingly meeting industrial demand for copper. With a net cash position of around USD 2 billion, the company is also in a very solid financial position. Share buybacks and a new dividend policy make the stock attractive to investors who are betting on gold, but also copper. Barrick represents the stable anchor within a commodity-focused portfolio. Less speculative than an explorer, but with strong leverage when prices rise.
Conclusion: Various opportunities in the commodity sector
These three companies illustrate the broad spectrum of opportunities in the commodities sector. Petrobras is the first choice for investors who are betting on high dividends and strong oil production. Barrick Mining offers reliable gold and copper exposure supported by a solid balance sheet and a disciplined dividend strategy. Power Metallic Mines, meanwhile, represents the most dynamic growth story of the trio. The high grades and exceptional recovery rates in the Lion Zone clearly distinguish the company from many other exploration plays. Combined with the backing of prominent investors, the project is attracting increasing attention. For investors seeking diversification within the commodities sector, the combination of Barrick's stability, Petrobras' distributions, and the growth potential of Power Metallic Mines could offer a balanced approach to different market scenarios.
Conflict of interest
Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") currently hold or hold shares or other financial instruments of the aforementioned companies and speculate on their price developments. In this respect, they intend to sell or acquire shares or other financial instruments of the companies (hereinafter each referred to as a "Transaction"). Transactions may thereby influence the respective price of the shares or other financial instruments of the Company.
In this respect, there is a concrete conflict of interest in the reporting on the companies.
In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.
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