Power Metallic Mines: “Sell on good news” Creates a Buying Opportunity
Does Tuesday’s price drop at Power Metallic Mines present an interesting entry opportunity? After all, this drop can really only be explained by a “sell on good news” reaction. Power Metallic Mines is developing one of the world’s most exciting polymetallic exploration projects in Québec, Canada. The high-grade Nisk, Lion, and Tiger zones contain, among other things, copper, nickel, as well as platinum and palladium mineralization. The stock has been rallying since early August, climbing to CAD 1.50 by Tuesday. Following the resource announcement, profit-taking set in, and the price dropped to CAD 1.30. Analysts at GBC Research estimate the fair value at CAD 3.
But now to the announcement. Power Metallic Mines has reported a mineral resource for the Lion Zone. According to the report, the deposit comprises approximately 4.75 million metric tonnes with an average grade of just under 3.9% copper equivalent and a total of about 406 million pounds of copper equivalent. More than 85% of the resource is already classified in the higher-grade “Indicated” category. In addition to copper, Lion also contains palladium, platinum, gold, silver, and nickel. Another positive aspect is that the high-grade mineralization begins at surface and remains open at depth.
The metallurgical results are also promising. According to these results, the copper recovery rate is over 98%. In addition, concentrates with a copper content of over 25% have been reported.
CEO Terry Lynch believes the company is on the right track. The near-surface mineralization, the existing road and power infrastructure, and potential government incentive programs could enable development with relatively low capital requirements.
Based on the resource estimate, Power Metallic is now preparing a Preliminary Economic Assessment (PEA). This study will first examine open-pit mining and subsequently underground mining at Lion, as well as the potential integration of the Nisk Main nickel-copper deposit. At the same time, five drill rigs are advancing the expansion of the resource. Results from the deep drill holes are expected by the end of September and could confirm additional growth potential. Another potential catalyst is the planned Nasdaq listing, on which the company intends to provide an update in October.
https://youtu.be/FxN8s8xFC2o?si=0ZyyI6BjRkrXea2o
Nebius Back in Rally Mode
With a price jump of more than 7% on Tuesday, Nebius shares appear to be back on track. Most recently, the company also made headlines in connection with the well-known AI investor Leopold Aschenbrenner. His fund, Situational Awareness, initially acquired a roughly 5% stake in the AI data centre operator. Later, he was forced to sell the position following a margin call. During that time, the stock plummeted from nearly USD 300 to USD 148 within a few weeks. The share is now trading at USD 244 again.
Investors reacted to Nebius’ strategic partnership with Palantir with a sharp rise in the stock on Tuesday. Under the agreement, Nebius will become the preferred infrastructure partner for Palantir’s sovereign AI solutions. Once technical integration is complete, Nebius’s computing capacity and inference services will be available directly within Palantir’s secure environment. Authorized enterprise customers will thus be able to run their own AI models on a trusted infrastructure while retaining control over data, models, and computing power.
Together, the companies also aim to create new AI capabilities more quickly. Plans include modular data centres at locations with existing power supplies. Customers will be able to deploy open AI models on Nebius’s infrastructure and tailor them specifically to their needs using their own data. A key factor for Palantir was that Nebius developed its cloud platform specifically for demanding AI applications.
Siemens Energy: Buy or Sell?
Siemens Energy’s stock is currently struggling to make headway. For weeks, it has been fluctuating between EUR 140 and 160. Analysts are also divided. mwb research is among the bears. From the analysts’ perspective, Siemens Energy continues to benefit from high demand for gas turbines, power grids, and energy infrastructure. In the first nine months of fiscal year 2026, comparable revenue rose by 13.4% to EUR 31.4 billion. mwb also views the planned spin-off of the Transformation of Industry division as strategically positive. However, it notes that this is not a decisive driver of the share price. Since the division is now more profitable than average and Siemens Energy already has ample liquidity, proceeds from the sale and portfolio streamlining are likely to create only limited additional value.
The main problem for the stock remains its excessive valuation. Despite a price decline of more than 20%, the stock is trading at an expected EV/EBIT multiple of around 21 for 2026. This means that a sustained investment boom, strong growth, and consistently high margins are already largely priced in. Even moderate setbacks in prices, order intake, or investments in grids and AI infrastructure could therefore weigh disproportionately heavily on the stock. mwb reaffirms its “Sell” recommendation with a price target of EUR 100.
JPMorgan’s price target is EUR 145 higher. The uncertainty regarding what SpaceX’s entry into gas turbine production means for Siemens Energy is exaggerated. For one thing, this segment accounts for only 10% of consolidated revenue. If SpaceX were to manufacture gas turbine rotor blades itself, as announced by Elon Musk, this would be viewed as positive, since Siemens Energy purchases these parts and the supply side is likely to ease somewhat. Furthermore, CEO Christian Bruch made a positive impression during an interview. Accordingly, Siemens Energy expects to reach the upper end of its annual forecast.
Profit-taking in Power Metallic Mines shares could present a worthwhile buying opportunity. The resource is impressive in terms of mineral content and recovery rate. Based on the price target set by GBC analysts, there is more than 100% upside potential. Nebius is back in rally mode. However, the past few months have shown that the stock is not for the faint of heart. Within the AI sector, the stock is among the more speculative plays. Siemens Energy is more conservative in this regard. However, the mwb analysts rightly point out that the current valuation already prices in perfect growth.
Conflict of interest
Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as “Relevant Persons”) may hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a “Transaction”). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.
In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.
For this reason, there is a concrete conflict of interest.
The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.
Risk notice
Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and the like on news.financial. These contents are exclusively for the information of the readers and do not represent any call to action or recommendations, neither explicitly nor implicitly they are to be understood as an assurance of possible price developments. The contents do not replace individual expert investment advice and do not constitute an offer to sell the discussed share(s) or other financial instruments, nor an invitation to buy or sell such.
The content is expressly not a financial analysis, but a journalistic or advertising text. Readers or users who make investment decisions or carry out transactions on the basis of the information provided here do so entirely at their own risk. No contractual relationship is established between Apaton Finance GmbH and its readers or the users of its offers, as our information only refers to the company and not to the investment decision of the reader or user.
The acquisition of financial instruments involves high risks, which can lead to the total loss of the invested capital. The information published by Apaton Finance GmbH and its authors is based on careful research. Nevertheless, no liability is assumed for financial losses or a content-related guarantee for the topicality, correctness, appropriateness and completeness of the content provided here. Please also note our Terms of use.
Stockhouse does not provide investment advice or recommendations. All investment decisions should be made based on your own research and consultation with a registered investment professional. The issuer is solely responsible for the accuracy of the information contained herein. For full disclaimer information, please click here.
