PGMs
Commented by André Will-Laudien on July 7th, 2026 | 07:20 CEST
Over 200% Chip Rally Over? Are Takeovers Coming Now? AMD, Power Metallic, Infineon and Aixtron in Focus
Over the past two years, the Philadelphia Semiconductor Index (SOX) has staged a historic rally, gaining around 125% on balance. Driven by the massive boom in artificial intelligence, the index reached an all-time high of over 14,600 points in June 2026 before entering a sharper consolidation. This past week, the closely watched index left volatile trading at 12,626, with a hefty daily loss of 5.4%. Reports of looming overcapacity in AI data centers are putting pressure on the recently exploded share prices of industry heavyweights such as Micron, AMD and Applied Materials. The two German chip hopefuls Infineon and Aixtron were also hit hard. With the NISK project, Power Metallic Mines holds a promising polymetallic property in Québec focused on copper, nickel and platinum group metals. The correction in this stock is already complete, and for the past few days it has been climbing steeply again. A closer look is worthwhile!
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Commented by Armin Schulz on July 2nd, 2026 | 07:20 CEST
BHP Group, Power Metallic Mines, and Freeport-McMoRan: How to Profit from the Global Copper Shortage
Copper is the hidden backbone of global electrification. It flows through power grids, powers wind and solar farms, and supplies energy to data centers and electric vehicles. Without this metal, the energy transition remains nothing more than a promise. Copper has long since become a strategic commodity that directly reflects investment cycles and geopolitical tensions. Demand is booming, but supply is expensive, labour-intensive, and politically sensitive to develop. It is precisely this tension that makes copper a barometer for the industry of the future. For investors, this means that those who understand today which companies will reach the next production stage can secure return opportunities early on. Today, we look at BHP Group as an established giant focused on copper, Power Metallic Mines as a promising explorer with recent high-grade discoveries, and Freeport-McMoRan as a direct lever on the copper price.
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Commented by Tarik Dede on June 29th, 2026 | 06:55 CEST
No copper, no AI! Freeport McMoran, Power Metallic Mines, and Lundin Mining in Focus
The whole world is focused on AI stocks like Nvidia, Broadcom, and Micron Technologies. Behind the scenes, however, demand for raw materials like copper is also growing massively. An AI data center requires enormous amounts of the red metal per megawatt of installed capacity—primarily for power distribution, grounding, and transformers. The demand for copper in AI-optimized data centers is estimated at 30 to 40 metric tonnes per megawatt. Added to this is network infrastructure, where, for example, Nvidia relies on a custom-designed copper cabling system for the internal cabling of its latest NVL72 server architecture. A single AI server rack contains kilometres of copper cabling, as copper offers lower latency and lower power consumption over very short distances compared to alternative materials. And behind the scenes, power grids must be upgraded and expanded. The CRU Group therefore forecasts that global copper demand from data centers and AI alone will rise from around 500,000 metric tonnes today to as much as 2 million metric tonnes annually by 2030. BHP expects global copper demand to increase by an additional 3.4 million metric tonnes by 2030. And this is where the problem comes in. Copper supply cannot grow that quickly, which is why copper prices are also rising steadily. Today, we are looking at the stocks of Freeport-McMoRan, Power Metallic Mines, and Lundin Mining.
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Commented by Lars Winter on June 24th, 2026 | 08:00 CEST
Power Metallic Mines, Grupo México, and Anglo American: Three Exciting Stocks for the Great Metal Rush
Critical metals have long been among the most exciting topics on the stock market. Power grids, data centers, electric mobility, renewable energy, and new industrial policies are devouring not only copper but also nickel, platinum, palladium, silver, and other strategic raw materials. At the same time, new mines are emerging only slowly, permits take years to obtain, and politically stable locations are becoming increasingly valuable. This is precisely where the investment potential lies: Those who have access today to the right deposits, producers, or commodity platforms could be among the winners in the next wave of scarcity. We present three interesting stocks that allow investors to approach the topic of critical metals from very different angles.
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Commented by Stefan Feulner on June 23rd, 2026 | 07:40 CEST
Aurubis, Power Metallic Mines, Vale: Eric Sprott Bets on the Next Copper Winner
The copper market is heading toward a historic supply shortage. While AI data centers, electric mobility, and global grid expansion are driving demand to record levels, there is a lack of new large-scale projects to meet that demand. Experts therefore expect a structural deficit to persist for years to come. This presents an extraordinary opportunity for companies with high-grade deposits in secure mining regions. Whoever controls the right deposits could be among the big winners of the coming commodities cycle.
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Commented by Carsten Mainitz on June 19th, 2026 | 08:40 CEST
Copper Is Hot! Analysts See Nearly 200% Upside for Power Metallic Mines – How Severe Is the Impact on BMW and BYD?
More and more studies are warning of a massive future copper shortage. Forecasts are becoming increasingly alarming, to the point where the International Energy Agency's estimate of a 5.9-million-ton supply gap by 2030 already appears conservative. Building a mine takes 15 to 20 years, and supply is struggling to keep pace with rapidly growing demand. The expansion of modern power grids, the rapid growth of data centers, AI, and the ongoing shift toward electric mobility are exacerbating the situation. This is already evident in the record-high prices of this industrial metal. While automakers such as BMW and BYD face increasing cost pressures, Power Metallic Mines appears to be on the winning side. The Canadian company controls one of the largest polymetallic deposits in North America, characterized by high-grade copper mineralization and first-class metallurgy. According to analysts, the shares could nearly triple in value in the future.
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Commented by Fabian Lorenz on June 17th, 2026 | 07:25 CEST
A New Era at RENK, Pressure at Siemens Energy, and Power Metallic Mines in the Copper Supercycle
Is RENK ushering in a new era? At the defence trade show in Paris, the company, together with a partner, unveiled an autonomous tank. This shows that RENK intends to offer more than just transmissions in the future. This is certainly the right move. Can the stock benefit from it? Power Metallic Mines aims to capitalize on the copper supercycle. To that end, the company is developing what is likely one of the world's most exciting multi-metal projects in Canada. Several milestones are expected to be reached in the coming months. Analysts see more than 100% upside potential. Analysts are also bullish on Siemens Energy. The stock appears to have already recovered from its minor correction. Most recently, the CEO dismissed concerns regarding a potential AI concentration risk. Customers are even applying pressure. Could the DAX stock rise to EUR 250?
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Commented by Jens Castner on June 15th, 2026 | 07:30 CEST
SUPERINVESTOR ERIC SPROTT TAKES A STAKE IN POWER METALLIC MINES! BAE SYSTEMS AND BMW CAN BREATHE EASIER
Mining legend Eric Sprott is investing CAD 2.0 million in the Canadian exploration company Power Metallic Mines, sending a signal that resonates far beyond the mining sector. Copper, nickel, cobalt, and platinum group metals, which lie dormant in the ground in Québec, are in high demand by both the defence industry and automotive manufacturers. For companies such as BAE Systems and BMW, these critical raw materials are indispensable. Three companies, one supply chain—and a race the West cannot afford to lose.
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Commented by Fabian Lorenz on June 11th, 2026 | 07:25 CEST
Copper Super Cycle: Trouble for Nordex? Freeport-McMoRan, Glencore, and Power Metallic Mines benefit!
Copper is typically considered a leading economic indicator. However, the supercycle is turning that rule on its head. While the global economy is faltering, experts predict copper prices will rise to USD 15,000. There are even warnings of a broader "super-squeeze" if the Strait of Hormuz remains closed. Freeport-McMoRan and Glencore are benefiting from the copper rally. Both of these core investments have already performed well. That makes it worth taking a look at the explorers. And within this group, Power Metallic Mines stands out positively. Analysts see nearly 200% upside potential. At a recent investor conference, management made a strong impression. The first resource estimate is set to be published as early as July. Additional catalysts include a PEA (Preliminary Economic Assessment) and a NASDAQ listing, which are already in the pipeline. Siemens, Siemens Energy, and Nordex are among the companies that could face medium-term challenges due to high copper prices in Germany. Nordex shares have fallen sharply recently, although a new order provided positive momentum yesterday.
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Commented by Matthias Schomber on June 10th, 2026 | 07:45 CEST
Great Opportunities in the Mining Sector! Newmont and Fresnillo as the Foundation – Power Metallic Mines as the Wildcard for Your Portfolio
The market for precious and battery metals is currently in a state of flux. Following recent price fluctuations, investors are keeping a close eye on industry giants as well as emerging, smaller companies that still have the potential to become major players. Two heavyweights are undoubtedly Fresnillo and Newmont. While one impresses with billion-dollar share buybacks, the other focuses on long-term cash flows. Aside from these, Power Metallic Mines stands out with strong drilling results and a promising technical chart setup. With a focus on sought-after polymetals, the stock could offer a lucrative rebound opportunity right now. Read here what the latest news means and where the journey is headed for these three stocks.
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