Endless Rally Ahead? 150% Upside Potential? LPKF Laser, SÜSS MicroTec, Power Metallic Mines

Power Metallic Mines: 150% upside potential and takeover speculation

While the semiconductor rally is unstoppable, copper offers an exciting entry opportunity. After all, without copper, modern high-performance chips simply would not work. For companies in the copper exploration sector, this is a structural driver of demand. The copper price has ended its consolidation phase and is rising noticeably again. Stocks in the sector have not taken off yet. An interesting example is Power Metallic Mines. Analysts at Roth Capital recommend buying the copper stock with a price target of CAD 3 and consider the company a takeover candidate for a major commodities group.

And what makes Power Metallic Mines so exciting? The company is developing one of the world's most promising multi-metal deposits in Canada. The drilling results from the Nisk project in Quebec, Canada, continue to cause a sensation. The "Lion" zone is currently the focus and is delivering extremely high-grade results with remarkable recovery rates. The project offers copper, platinum, palladium, and precious metals. The Preliminary Economic Assessment (PEA) planned for this year should lead to a revaluation of the stock.

The latest drill results from Power Metallic Mines deliver exactly what is needed for a revaluation of the stock: high-grade hits, increasing geological certainty, and clear progress toward a robust resource estimate. In the Lion zone, 4.76 m grading 10.43% copper equivalent (CuEq) was reported, confirming the high-grade nature of the zone. At the same time, further drilling supports the modeled geometry of the mineralization and demonstrates that the system is both consistent and expandable. The proximity to surface further enhances the appeal, as a potential open-pit mining start appears realistic. This is further evidence that Power Metallic CEO Terry Lynch may be right: a profitable, multi-billion-dollar mine could be taking shape.

LPKF Laser Goes Viral

A 40% price gain in one week, 150% in one month. Such figures are actually not what one is accustomed to seeing in conservative Germany. But LPKF Laser's stock is simply unstoppable right now. It is being driven by the semiconductor boom in the US. There, AI data centers are causing demand to explode and are practically draining the market dry.

The recent surge in the stock price was also accompanied by positive corporate news. Although this news does not come from the group's semiconductor segment. LPKF Laser reported that its Absorbing-to-Absorbing Technology (ATA), introduced about a year ago, is receiving a positive response from the industry. For the first time, the process enables the laser welding of two absorbent plastic components, thereby overcoming the previously necessary "transparent-to-absorbent" principle. This opens up significantly greater design freedom—both in prototype development and in series production. Among the first users is the Schaeffler Group, which is already using the technology for the development of cooling systems in electric vehicles. In addition to e-mobility, LPKF sees great potential in consumer electronics and medical technology, where increasingly complex plastic systems are in demand.

Even before the recent surge in the share price, analysts had downgraded the stock. According to the experts at Montega, the fair value of the stock is EUR 9. It is now trading at nearly EUR 16. From the analysts' perspective, there is no fundamental reason for the sharp rise in the share price. Rather, it is attributable to a viral blog post. According to reports, an article on the vlmkapital.com platform described the value chain in the semiconductor sector in detail, focusing in particular on Through-Glass-Vias (TGV). The post highlighted the potential role of LPKF and its LIDE technology within the ecosystem. This article subsequently went viral within the international investment community. Yet the post did not contain any new information.

SÜSS MicroTec: -50% possible?

SÜSS MicroTec is also among the beneficiaries of the tech rally. Back in March, however, the stock reacted negatively to the company's outlook for the current year, triggering a sharp sell-off. Within just a few days, the price fell from around EUR 60 to below EUR 50. There is little sign of that weakness now. The stock is currently trading close to EUR 70 and is on track to surpass its 5-year high.

Analysts had remained cautious following the 2026 forecast. For example, DZ Bank had reaffirmed its "Sell" rating for the semiconductor equipment supplier's stock. Although the price target was raised from EUR 22 to EUR 33, it remains a good 50% below the current level. The bank noted that 2026 would be a transitional year and that growth expectations through 2030 were too ambitious.

Most recently, Deutsche Bank reaffirmed its "Buy" recommendation for SÜSS MicroTec shares, but the price target of EUR 67 is now below the stock's current price.

For the shares of LPKF Laser and SÜSS MicroTec, a lot of premature praise is already priced in. While momentum is strong, the charts are signaling a consolidation. There is currently little advance praise for Power Metallic Mines. This may present an opportunity for investors. If the upcoming PEA delivers even a fraction of what recent drill results suggest, the stock could appear significantly undervalued at current levels.