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Commented by Fabian Lorenz on September 25th, 2026 | 07:30 CEST

Sell Hensoldt? Copper at Record Highs! Power Metallic Mines Set to Benefit; Nordex Keeps the News Flow Coming!

  • PGMs
  • Copper
  • Electrification
  • renewableenergy

Supply concerns are colliding with growing demand driven by power grids, electrification, and the expansion of AI infrastructure. This is pushing copper prices to record highs. One potential beneficiary with catch-up potential is Power Metallic Mines. The Canadian company is developing a world-class project with a high copper content. Analysts and the CEO believe the stock is undervalued. The latest resource estimate impressed, and the project's potential is likely even greater. Hensoldt, by contrast, offers no further upside, according to analysts. They question the company's long-term growth prospects and believe its valuation premium over Renk and Rheinmetall is not justified. Nordex is also considered ambitiously valued. However, the German wind-turbine maker continues to generate fresh share-price momentum through a steady stream of news.

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Commented by André Will-Laudien on September 22nd, 2026 | 07:20 CEST

Tanks, Ships, and Ammunition: How Rheinmetall, Renk, thyssenkrupp, TKMS and Power Metallic Mines Can Make Your Portfolio Bulletproof

  • PGMs
  • Copper
  • Commodities
  • Defense
  • geopolitics

Geopolitical upheavals are throwing global markets into turmoil and forcing investors to rethink their strategies. It is becoming increasingly clear: The European defence industry is heading toward a massive wave of market consolidation. However, disillusionment is setting in among the defence industry's former high-flyers following the initial hype, as the internal work required for integration is far from complete and operational potential has been overestimated. Completely detached from this trend is the Essen-based maritime division, which has secured a front-row seat thanks to a government deal worth billions. A massive fleet order is injecting a whole new dynamic into the sector. Naturally, strategic raw materials are also taking centre stage, since without them, not a single tank can roll, or a single ship can be launched. In this segment, the wheat is currently being separated from the chaff, as concrete facts and proven reserves far outpace utopian dreams of the future. Investors who want to profit from this tension and build a crisis-proof portfolio must now spread their risks extremely wisely across the globe.

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Commented by Armin Schulz on September 22nd, 2026 | 07:10 CEST

The Copper-Gold Boom: How Rio Tinto, Globex Mining and Franco-Nevada Benefit from the Same Megatrend

  • Gold
  • Copper
  • PGMs
  • PreciousMetals
  • Commodities

Copper and gold are both climbing to high levels at the same time. This is a rare occurrence. On the London Metal Exchange, a metric ton of copper most recently cost USD 14,779, while gold is trading at over USD 4,300 per ounce. Central banks purchased 288.9 metric tons of the precious metal in the second quarter alone. At the same time, global copper mine production fell by 1.1% in the first half of the year. It takes 12 to 15 years from discovery to the first metric ton mined. So the high prices cannot give the mines a quick boost. We will therefore look at three companies profiting from the shortage: Rio Tinto, Globex Mining and Franco-Nevada.

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Commented by Stefan Bode on September 21st, 2026 | 07:55 CEST

Excitement In The Air: Amazon, Bilfinger, Generac and Power Metallic Mines

  • PGMs
  • Copper
  • Commodities
  • Industrial
  • Sustainability
  • AI

On the stock market, it is not just financial metrics that matter, but also expectations and potential turning points in a company's story. A billion-dollar AI-related contract, a milestone in the commodities sector and a dramatic collapse in earnings show how quickly opportunities and risks can be reshuffled within days. It is precisely this mix of euphoria, hope and sharp setbacks that makes these three very different stocks so compelling right now – and provides investors with valuable clues as to where potential lies and where caution may be warranted.

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Commented by Matthias Schomber on September 16th, 2026 | 07:20 CEST

Allianz: Is Sentiment Turning? AI Shock at Aixtron! Resource Gem Power Metallic Mines Poised for an Upswing?

  • PGMs
  • Copper
  • AI
  • Investments

Allianz has been stoically following its upward trend, or so it seemed until recently, but that may now be coming to an end, as sentiment threatens to shift. Aixtron, the former high-flyer in the semiconductor sector, has already been through this—amid heated AI debates, the stock recently took another sudden, massive tumble before plummeting. Is that it, or is there more to come? Meanwhile, new hope is sprouting in the commodities sector, as Power Metallic Mines is causing a stir with its high-grade discoveries. Does the stock's recent drawdown now present an attractive buying opportunity? So many questions! We take a detailed look at the numbers, risks, and opportunities for these three stocks. Find out where an interesting investment for your portfolio might be lurking right now.

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Commented by Lars Winter on September 15th, 2026 | 07:35 CEST

Power Metallic Mines, Oracle, and Adobe: Three Interesting Stocks Poised for a Revaluation?

  • PGMs
  • Copper
  • Electrification
  • Electromobility
  • computing
  • Technology

Copper and precious metals lie dormant beneath Québec's soil, billion-dollar contracts are piling up in Oracle's order books, and Adobe is earning handsomely despite AI concerns. Yet doubts prevail on the stock market. That is exactly what makes these three stocks so interesting. Canadian explorer Power Metallic Mines has significant upside potential: the first resource estimate for the Lion Zone adds substance to hopes of a new mine. Analysts believe this hot stock could more than double in value. With Oracle and Adobe as well, investors are wondering whether the market is correctly identifying the risks or underestimating the opportunities. Fresh figures and news may provide new reasons to buy. We are taking a closer look at this trio in our stock review.

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Commented by Armin Schulz on September 14th, 2026 | 07:50 CEST

Power Metallic Mines, Volkswagen and RWE: Raw Materials, Cells, Grid — Benefiting from the Germany-Canada Pact

  • PGMs
  • Copper
  • Electromobility
  • Automotive
  • Energy

Europe aims to expand battery production in 2026, but without raw materials, cells, and electricity, every target remains fragile. Regulations on carbon footprints and battery passports are increasing the pressure. Europe remains dependent on supply chains from Asia. Anyone looking to reduce this dependence needs secure access to raw materials, gigafactories and energy storage. Germany and Canada are currently in formal talks on a comprehensive Canada-Germany Strategic Partnership Agreement, which is also intended to cover raw materials, energy and investments. The aim is to strengthen raw material security—all the more reason to take a closer look at Power Metallic Mines, Volkswagen and RWE.

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Commented by Stefan Feulner on September 11th, 2026 | 07:55 CEST

Ivanhoe Mines, Power Metallic Mines, Rio Tinto: Commodity Giants on the Offensive

  • PGMs
  • Copper
  • Electromobility
  • AI
  • Defense

Copper is more expensive than ever before. On the LME, the price temporarily climbed to over USD 14,600 per metric tonne. At the same time, demand is growing due to power grids, data centres, electric mobility, and defence spending, while new mines take years to reach production. The industry's response to the current situation is clear. Major mining companies are securing additional deposits, while exploration companies are seeking to define the mines of tomorrow through new resource discoveries.

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Commented by Fabian Lorenz on September 10th, 2026 | 08:05 CEST

Nebius Sends Shockwaves! Buy or Sell Siemens Energy? Power Metallic Mines with Top News

  • PGMs
  • Copper
  • Energy
  • AI
  • Software

Power Metallic Mines could offer an interesting buying opportunity following the recent "sell on good news" reaction. After a 50% rally, profit-taking recently pushed the copper stock down from CAD 1.50 to 1.30. The reason? The resource update for the promising polymetallic exploration project has delivered convincing results. Based on the analysts' price target, the stock has more than 100% upside potential. Nebius also had a major development recently. The company is becoming the preferred infrastructure partner for Palantir's sovereign AI solutions. The AI stock is back in rally mode. And what about Siemens Energy? The stock has been trading sideways for some time now. Analysts are also divided over where it is headed next, with price targets ranging from EUR 100 to EUR 245. So, should you buy or sell?

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Commented by Stefan Feulner on September 7th, 2026 | 08:15 CEST

Aya Gold & Silver, Lahontan Gold, Contango: Precious Metals Set For Further Gains

  • Mining
  • Gold
  • Silver
  • geopolitics
  • Commodities
  • Copper

High gold and silver prices are reshaping the economics of the mining sector. Deposits that attracted little attention just a few years ago can suddenly become economically viable. At the same time, producers are taking advantage of the strong market environment to expand their resource base and advance new projects. Things become particularly interesting where exploration is uncovering additional ounces or where previously mined material can now be processed economically.

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