Commodities
Commented by Nico Popp on March 25th, 2026 | 09:40 CET
Data Ecosystems of the Future: Aspermont, a Newcomer, Follows in the Footsteps of S&P Global and Wolters Kluwer
Specialized professional information is the most profitable business model in the knowledge economy. In a world shaped by technological disruption and geopolitical tensions, simply providing information is no longer enough. The trend is toward decision-making architectures in which proprietary content is monetized through artificial intelligence (AI) and converted into recurring subscription revenue (XaaS). In other words, valuable information at the touch of a button that makes current decisions easier. Studies by the consulting firm McKinsey confirm that data has long since become a kind of asset class for companies. Corporations such as S&P Global Market Intelligence and Wolters Kluwer have already successfully pursued this path and are traded as established blue-chips with correspondingly high valuation metrics. The small-cap company Aspermont is following this exact formula for success, though it is still in an early phase by comparison. As the ongoing commodities boom fuels numerous new project activity and Aspermont attracts fresh capital following its reverse stock split, the company is increasingly coming into focus.
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Commented by Tarik Dede on March 25th, 2026 | 09:30 CET
The war opens up opportunities in commodity stocks: Barrick Mining, Antimony Resources, and Freeport McMoRan in focus
The war in the Persian Gulf has drastically shaken up the metals market. Until the end of January, gold, silver, copper, rare earths, and others were still the top performers in many portfolios. The debasement trade, the weak dollar, and geopolitical uncertainty drove prices higher. On top of that, there were significant supply shortages for silver and copper, as well as China's dominance in the extraction and processing of critical metals like antimony and rare earths. The current pullbacks in many stocks now offer opportunities for investors to enter the market.
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Commented by Armin Schulz on March 23rd, 2026 | 07:20 CET
Sell-off at Barrick Mining, Lahontan Gold, and Newmont: Why Now Is the Perfect Time to Buy More
The Fed's recent decision, with its hawkish tone, has shaken the gold market and triggered a sharp correction. What looks like a sell-off, however, turns out to be a classic entry point for strategic investors. The structural drivers - geopolitical uncertainty, chronic over-indebtedness, and the ongoing crisis of confidence in monetary policy - remain firmly in place. This is precisely where a promising opportunity is now emerging. We take a closer look at three gold companies that are now coming into focus: Barrick Mining, Lahontan Gold, and Newmont.
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Commented by Fabian Lorenz on March 23rd, 2026 | 07:15 CET
Over 150% Upside Potential: Commodity Gem Power Metallic Mines Poised for Revaluation
The next Buy rating is here. Analysts at GBC Research published their inaugural report on Power Metallic Mines last week. Given the significant potential of the multi-metal project in Canada, they recommend the stock as a "Buy" and even see the possibility of a full revaluation. The price target is set at CAD 2.85, or EUR 1.81, implying a current upside potential of more than 150%. Recent drill results also indicate that Power Metallic Mines may currently be undervalued. The company hosts a world-class multi-metal deposit containing copper, platinum, palladium, cobalt, gold, and silver. The first resource estimate is expected soon, marking a key milestone for investors.
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Commented by Armin Schulz on March 23rd, 2026 | 07:00 CET
Use Gold's Pullback: Desert Gold Is Poised for a Revaluation - What Comes Next
The past trading week brought a sharp correction in the gold market. The price briefly fell below the USD 4,500 mark and recorded its steepest weekly loss in months. But for savvy investors, this could be exactly the right opportunity to buy. While prices remain under short-term pressure, the long-term drivers remain intact. Top investment firms like Goldman Sachs and JPMorgan are reaffirming their optimistic forecasts. In Mali, Desert Gold has a clear goal in sight. It is no longer about drilling dreams, but about a concrete construction site. With fresh capital of over CAD 7 million and a defined timeline, the transition from explorer to producer is imminent. This is the final piece of the puzzle needed to re-evaluate the company.
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Commented by Tarik Dede on March 20th, 2026 | 10:15 CET
Gold Pullback Creates Opportunity: Pan American Silver, Kobo Resources, and Agnico Eagle in Focus
Gold prices have recently pulled back below the USD 5,000 mark amid escalating tensions between the US, Israel, and Iran. Despite this correction, the precious metal remains at elevated levels and well above producers' costs, supporting strong margins. At the same time, ongoing concerns about currency debasement and declining confidence in fiat currencies are likely to persist in the coming years. Against this backdrop, the recent pullback offers opportunities for investors to bet on gold stocks, many of which are currently trading below the record highs of recent weeks.
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Commented by André Will-Laudien on March 20th, 2026 | 08:05 CET
Silver Corrects to USD 65 – Speculators Are Worried, Industry Is Celebrating! Silver North, Infineon, and Micron Technologies in Focus
Incredible! Yesterday, silver fell back to USD 65 after hitting a record high of USD 122 in January. The metal had also hovered around this level in December, before the major futures market coverage frenzy swept through the capital markets. A huge stroke of luck for producers, as margins had improved by USD 70 per ounce within six weeks - a boon also for explorers like Silver North, who were able to assign entirely different values to their resources. A curse, however, for industry, which relies heavily on critical metals and now has almost no capacity left to acquire on open markets. It is conceivable that some industrial sectors will report serious shortages in the coming months. We take a closer look at the silver market and its key players.
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Commented by Fabian Lorenz on March 19th, 2026 | 07:50 CET
JinkoSolar and Elon Musk?! Is it Time to Buy First Majestic Silver and Silver Viper Minerals After Drill Results and Acquisition?
What is going on between Elon Musk and JinkoSolar? A team from the world's richest man was reportedly spotted during a visit to JinkoSolar - sparking investor excitement. Positive catalysts would certainly be welcome. The CEO of the operating subsidiary has stepped down, and the company is suffering from the turmoil of the heavily subsidized market. In contrast, the correction in First Majestic Silver and Silver Viper Minerals may be coming to an end. Silver Viper has completed a key acquisition, effectively bringing a potential buyer into its own shareholder base. The CEO has set ambitious targets. Meanwhile, First Majestic Silver has had a rough patch. Could upcoming drill results mark a turning point?
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Commented by Mario Hose on March 19th, 2026 | 07:30 CET
Quantum Computers, AI Power, and the Gold Rush: A Closer Look at D-Wave, Super Micro, and Lahontan Gold
On one hand, we are chasing the tiniest particles of the quantum world and building massive data centers for artificial intelligence, which is fundamentally transforming our lives. On the other hand, in uncertain times, we are turning once again to humanity's oldest promise: the glittering gold deep within the earth. In this report, we take a close look at three companies, each of which is "on the move" in one of these fields and yet together can define a portfolio of the future. We accompany D-Wave Quantum as it attempts to push the boundaries of logic. We look over Super Micro Computer's shoulder as it builds the physical backbone of the AI revolution. And finally, we arrive at Lahontan Gold, where an impressive blend of fresh capital and state-of-the-art drilling technology is being used to "bring old gold treasures back to life." Read on, because this mix of high-tech and commodity power could be exactly what is missing from a promising portfolio.
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Commented by Armin Schulz on March 19th, 2026 | 07:25 CET
Why are Investors Overlooking Power Metallic Mines while Billionaires like Friedland, McEwen and Rinehart are Buying in?
16.55 meters at 10.08% copper, with 98.9% laboratory recovery. A shareholder roster that reads like a who's who of the global mining industry. By all accounts, a re-rating of Power Metallic should have occurred long ago. But it has not. The stock price is still languishing, while the company continues to deliver high-grade drill results in Québec. What explains this disconnect - and how much longer can it persist?
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