SHARE PRICE EXPLOSION for commodity gems!? Nordex, Aurubis, Salzgitter, and Power Metallic Mines!

Power Metallic Mines: When will the stock explode?

Shares in the commodities and precious metals sector have been unstoppable in recent weeks. With rallies like this, there are always latecomers. So it can only be a matter of time before Power Metallic Mines' share price explodes. Over the summer, the Canadian exploration company published strong drill results for its world-class multi-metal project in Quebec, expanded the area, is currently very active in investor communications, and plans to go public in New York soon. The environment is also right: commodities and precious metals are booming, and Power Metallic Mines is sitting on a "treasure trove" of copper, nickel, platinum, palladium, cobalt, gold, and silver.

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At the IIF virtual investor conference and in an interview with mining.com.au, CEO Terry Lynch came across as very confident. In his view, several factors will drive the share price in the coming months: Firstly, the resource at the NISK project is expected to continue to grow – more tonnage, higher grades, rising metal values in the ground. Secondly, the Company is benefiting from the strong price performance of commodities. The record prices for gold and silver are well known, but copper and palladium are also developing in the right direction for Power Metallic Mines. Nevertheless, the share price is currently barely above the price of the last financing round. In order to increase awareness on the capital market, the Company is planning to go public on the New York Stock Exchange soon. Lynch sees the commodities sector at a turning point: "The valuation of the projects is only just beginning. Those who invest now will benefit from the next wave of appreciation." This optimism is entirely understandable and speaks in favor of buying the stock.

Salzgitter cashes in on Aurubis shares

Aurubis shares have performed strongly in recent months. The major shareholder is now taking advantage of the more than 40% increase in the share price since April and cashing in. After rumors of a merger have been circulating on and off in recent months, Salzgitter is partially cashing in its stake of just under 30%. To do so, the steel group is taking an interesting approach. Instead of selling its shares in the copper group, it has issued a convertible bond. The security has a volume of EUR 500 million and a term of 7 years. The interest rate is 3.375%. In addition, holders of the convertible bond can receive Aurubis shares at a price of EUR 145.80 at the end of the term. The transaction comprises 7.6% of Aurubis' share capital. The share is currently trading at EUR 105.80. Analysts consider the issue to be interesting, as Salzgitter would likely have to pay more interest on a traditional bond. At the same time, no Aurubis shares need to be sold initially.

The EUR 145.80 mark currently appears ambitious. At least in the short term, analysts see little potential for the Aurubis share. Morgan Stanley recently downgraded the copper company from "Equal Weight" to "Underweight." The price target was reduced slightly from EUR 98 to EUR 95. Analysts believe that the recycling business will be challenging in the coming years. In addition, the Company is currently investing heavily, and it is uncertain whether these investments can be recouped quickly.

Deutsche Bank had previously confirmed its "Hold" recommendation. Although the price target was raised from EUR 87 to EUR 110, this is still only the current stock market price. The thoroughly positive growth expectations are already priced into the stock.

Nordex: Further potential?

Analysts believe that much of Nordex's potential is already priced in, but that the share price still has some room for growth.

Following the third-quarter figures, analysts at mwb and Deutsche Bank confirmed their "Buy" recommendations. Both experts see the fair value of Nordex shares at EUR 26. The stock is currently trading just below EUR 23.

In the third quarter of 2025, Nordex recorded a 26% increase in orders to 2,170 MW in the Projects segment (excluding service business). During this period, a total of 362 wind turbines were ordered for projects in 16 countries. The majority of orders came from Germany and Canada. In the first nine months of the year, orders with a volume of 6,661 MW were received. In the same period last year, the figure was 5,083 MW. The average selling price in EUR per megawatt (ASP) rose slightly in the third quarter of 2025 by EUR 0.01 to EUR 0.93 million/MW.

Nordex CEO José Luis Blanco comments: "After a strong order intake of over 2 GW in each of the first two quarters of this year, the very encouraging trend continued in the third quarter. Total order intake in the first nine months amounted to around 6.7 GW. This is a strong performance and represents an increase of over 31% compared to the same period last year. We remain very confident that we can continue this positive trend in the fourth quarter."

Nordex and Aurubis have already performed well. Both stocks have been volatile in the past, and profit-taking should not be overlooked. Power Metallic Mines is showing signs of a significant jump in its share price. Both the environment and the operational development point to higher prices. Even if it sometimes takes a little patience.