Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
Vastaavan tyyppisiä rahastoja
Omistukset
Päivitetty 31.7.2026
Jakauma
- Osakkeet95%
- Muut4,5%
- Lyhyt korko0,6%
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
11 t sittenCopper Market Shows Significant Strength The copper market remains exceptionally strong. The price has risen nearly 49% over the past year and is now trading around 14,500, close to record levels. The rally is supported by several powerful fundamental drivers. AI and the rapid expansion of data centres require significant amounts of copper for power infrastructure and electrical systems. At the same time, demand is increasing through electrification, electric vehicles, renewable energy and the expansion of power grids. On the supply side, mine production is growing only slowly, while production disruptions at several major mines are contributing to a tighter market. Declining inventories and a tight physical market are also supporting the price outlook. This makes copper increasingly interesting as a long-term indicator of global industrial activity and the enormous investment currently taking place in electrical infrastructure. Technically, the picture remains bullish. Around 14,500 is an important resistance level. A confirmed breakout above this level could open the way towards 15,000 and potentially higher. On the downside, 14,000 is the first key support level, while 13,500 and 13,000 become increasingly important if the market experiences a deeper correction. As long as copper remains above 14,000, I consider the short-term uptrend to be intact. However, the rally has been substantial, and the risk of a correction increases as prices move higher. For me, 14,500 is therefore the key level on the upside, while 14,000 is the most important level on the downside. Fundamentally, the copper market looks strong, and the combination of AI, data centres, electrification, power-grid investment and constrained mine supply could give copper increasing strategic importance in the years ahead. This post was written with the assistance of AI and is based on available market information. Sources: https://www.iea.org/reports/global-critical-minerals-outlook-2026https://www.iea.org/commentaries/copper-prices-have-hit-record-highs-but-smelters-face-mounting-strategic-pressureshttps://www.reuters.com/commentary/reuters-open-interest/coppers-congo-panic-says-more-about-copper-than-congo-2026-08-11/https://www.spglobal.com/en/research-insights/special-reports/copper-in-the-age-of-ai
Rick Rule says that the copper market has been underinvested for over 30 years and that many trillions of dollars should have been invested to keep up. 1 trillion people still don't have electricity, in 20 years this will be saturated (needs copper etc.). He also says that we need 2% more copper each year provided that a lot is invested in copper mines. So this is a good bet. David Morgan is also bullish here, he says what Rick Rule says is true and recommends some mining copper stocks. He also warns that when the financial crisis comes, the stocks will go down a lot, but then it's important to have dry powder to buy around the bottom.- ·18 t sittenSilver: follow Brent $90 🥈 If Brent breaks $90 and establishes itself above the level, while the dollar continues to weaken, this could become a significant bullish signal for silver. Geopolitical unrest + higher oil + weaker dollar could give silver further tailwind. Written with assistance from AI Sources: https://www.reuters.com/business/energy/oil-set-weekly-gains-after-us-threatens-indefinite-blockade-iran-2026-08-14/https://www.reuters.com/world/india/gold-heads-weekly-loss-investors-unwind-inflation-fuelled-rally-2026-08-14/https://tradingeconomics.com/commodity/silver
- ·1 päivä sittenPan American Silver: Updated price targets from serious analysts The analysts hold a clearly positive view on Pan American Silver (PAAS). The most recognized precious‑metals‑houses – CIBC, BMO, Bank of America, RBC and Scotiabank – all have updated price targets for 2025–2026, and the picture is consistent: significant upside, driven by strong production growth, better margins and a constructive silver market. CIBC (Cosmos Chiu) CIBC is clearly highest in the interval with a price target of 88–131 USD, corresponding to around +98 % upside. Chiu is among the most followed analysts in the sector and has maintained a clear Buy recommendation through 2026. Bank of America Securities (Lawson Winder) BofA has a price target of 96 USD, around +45 % upside, and rating Buy. Winder points to stronger production figures and improved cost profile as main drivers. RBC Capital Markets (Josh Wolfson) RBC is in the interval 65–90 USD, with the latest revision around +37 % upside. Wolfson holds Outperform and highlights robust cash‑flow and lower operational risk after the integration of the Yamana assets. Scotiabank (Ovais Habib) Scotiabank is at 47–95 USD, with around +44 % upside in the latest update. Habib has Buy and points to strong gearing towards the silver price. BMO Capital (Matt Murphy) BMO is most conservative with 75 USD and Hold, but is considered one of the most serious commodity houses in North America. Consensus Heavy data sources like FT/LSEG, S&P Global and TipRanks show a consensus interval of 90–107 USD, with a median around 95 USD and a clear overweight of Buy/Outperform. The wide interval is due to differing assessments of real interest rates, cost risk and silver volatility – but the overall picture is clear: serious analysts see significant upside in PAAS. The post is written with assistance from AI Sources CIBC: https://www.cibccm.com Bank of America Securities: https://www.bofaml.com RBC Capital Markets: https://www.rbccm.com Scotiabank Global Equity Research: https://www.scotiabank.com BMO Capital Markets: https://www.bmocm.com FT/LSEG Market Data: https://markets.ft.com S&P Global Equity Research: https://www.spglobal.com TipRanks Analyst Ratings: https://www.tipranks.com
·1 päivä sittenFRESH EVENT U.S. Retail Sales : -0.6% Forecast:0.1% It is negative for USD https://www.investing.com/economic-calendar/retail-sales-256Retail sales disappoint in the USA 📉 US retail sales fell 0.6 % in July, against an expected +0.1 %. The core indicator, which is more relevant for underlying consumption, also fell 0.4 % against an expected growth of 0.3 %. (Reuters) This is in isolation negative for USD, because weaker consumption can mean weaker economic growth and less pressure on the Federal Reserve to keep interest rates high. Lower interest rate prospects make American dollars less attractive compared to other currencies. For gold and especially silver, this can therefore be positive: weaker US key figures + lower interest rate prospects + weaker USD is normally a bullish combination for precious metals. It is nevertheless worth noting that parts of the decline are due to technical factors, including that Amazon Prime Day was moved from July to June and lower gasoline prices. Comment made with the help of AI. Source: https://www.reuters.com/business/us-retail-sales-unexpectedly-fall-july-2026-08-14/
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
Vastaavan tyyppisiä rahastoja
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Omistukset
Päivitetty 31.7.2026
Jakauma
- Osakkeet95%
- Muut4,5%
- Lyhyt korko0,6%
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 11 t sittenCopper Market Shows Significant Strength The copper market remains exceptionally strong. The price has risen nearly 49% over the past year and is now trading around 14,500, close to record levels. The rally is supported by several powerful fundamental drivers. AI and the rapid expansion of data centres require significant amounts of copper for power infrastructure and electrical systems. At the same time, demand is increasing through electrification, electric vehicles, renewable energy and the expansion of power grids. On the supply side, mine production is growing only slowly, while production disruptions at several major mines are contributing to a tighter market. Declining inventories and a tight physical market are also supporting the price outlook. This makes copper increasingly interesting as a long-term indicator of global industrial activity and the enormous investment currently taking place in electrical infrastructure. Technically, the picture remains bullish. Around 14,500 is an important resistance level. A confirmed breakout above this level could open the way towards 15,000 and potentially higher. On the downside, 14,000 is the first key support level, while 13,500 and 13,000 become increasingly important if the market experiences a deeper correction. As long as copper remains above 14,000, I consider the short-term uptrend to be intact. However, the rally has been substantial, and the risk of a correction increases as prices move higher. For me, 14,500 is therefore the key level on the upside, while 14,000 is the most important level on the downside. Fundamentally, the copper market looks strong, and the combination of AI, data centres, electrification, power-grid investment and constrained mine supply could give copper increasing strategic importance in the years ahead. This post was written with the assistance of AI and is based on available market information. Sources: https://www.iea.org/reports/global-critical-minerals-outlook-2026https://www.iea.org/commentaries/copper-prices-have-hit-record-highs-but-smelters-face-mounting-strategic-pressureshttps://www.reuters.com/commentary/reuters-open-interest/coppers-congo-panic-says-more-about-copper-than-congo-2026-08-11/https://www.spglobal.com/en/research-insights/special-reports/copper-in-the-age-of-aiRick Rule says that the copper market has been underinvested for over 30 years and that many trillions of dollars should have been invested to keep up. 1 trillion people still don't have electricity, in 20 years this will be saturated (needs copper etc.). He also says that we need 2% more copper each year provided that a lot is invested in copper mines. So this is a good bet. David Morgan is also bullish here, he says what Rick Rule says is true and recommends some mining copper stocks. He also warns that when the financial crisis comes, the stocks will go down a lot, but then it's important to have dry powder to buy around the bottom.
- ·18 t sittenSilver: follow Brent $90 🥈 If Brent breaks $90 and establishes itself above the level, while the dollar continues to weaken, this could become a significant bullish signal for silver. Geopolitical unrest + higher oil + weaker dollar could give silver further tailwind. Written with assistance from AI Sources: https://www.reuters.com/business/energy/oil-set-weekly-gains-after-us-threatens-indefinite-blockade-iran-2026-08-14/https://www.reuters.com/world/india/gold-heads-weekly-loss-investors-unwind-inflation-fuelled-rally-2026-08-14/https://tradingeconomics.com/commodity/silver
- ·1 päivä sittenPan American Silver: Updated price targets from serious analysts The analysts hold a clearly positive view on Pan American Silver (PAAS). The most recognized precious‑metals‑houses – CIBC, BMO, Bank of America, RBC and Scotiabank – all have updated price targets for 2025–2026, and the picture is consistent: significant upside, driven by strong production growth, better margins and a constructive silver market. CIBC (Cosmos Chiu) CIBC is clearly highest in the interval with a price target of 88–131 USD, corresponding to around +98 % upside. Chiu is among the most followed analysts in the sector and has maintained a clear Buy recommendation through 2026. Bank of America Securities (Lawson Winder) BofA has a price target of 96 USD, around +45 % upside, and rating Buy. Winder points to stronger production figures and improved cost profile as main drivers. RBC Capital Markets (Josh Wolfson) RBC is in the interval 65–90 USD, with the latest revision around +37 % upside. Wolfson holds Outperform and highlights robust cash‑flow and lower operational risk after the integration of the Yamana assets. Scotiabank (Ovais Habib) Scotiabank is at 47–95 USD, with around +44 % upside in the latest update. Habib has Buy and points to strong gearing towards the silver price. BMO Capital (Matt Murphy) BMO is most conservative with 75 USD and Hold, but is considered one of the most serious commodity houses in North America. Consensus Heavy data sources like FT/LSEG, S&P Global and TipRanks show a consensus interval of 90–107 USD, with a median around 95 USD and a clear overweight of Buy/Outperform. The wide interval is due to differing assessments of real interest rates, cost risk and silver volatility – but the overall picture is clear: serious analysts see significant upside in PAAS. The post is written with assistance from AI Sources CIBC: https://www.cibccm.com Bank of America Securities: https://www.bofaml.com RBC Capital Markets: https://www.rbccm.com Scotiabank Global Equity Research: https://www.scotiabank.com BMO Capital Markets: https://www.bmocm.com FT/LSEG Market Data: https://markets.ft.com S&P Global Equity Research: https://www.spglobal.com TipRanks Analyst Ratings: https://www.tipranks.com
- ·1 päivä sittenFRESH EVENT U.S. Retail Sales : -0.6% Forecast:0.1% It is negative for USD https://www.investing.com/economic-calendar/retail-sales-256Retail sales disappoint in the USA 📉 US retail sales fell 0.6 % in July, against an expected +0.1 %. The core indicator, which is more relevant for underlying consumption, also fell 0.4 % against an expected growth of 0.3 %. (Reuters) This is in isolation negative for USD, because weaker consumption can mean weaker economic growth and less pressure on the Federal Reserve to keep interest rates high. Lower interest rate prospects make American dollars less attractive compared to other currencies. For gold and especially silver, this can therefore be positive: weaker US key figures + lower interest rate prospects + weaker USD is normally a bullish combination for precious metals. It is nevertheless worth noting that parts of the decline are due to technical factors, including that Amazon Prime Day was moved from July to June and lower gasoline prices. Comment made with the help of AI. Source: https://www.reuters.com/business/us-retail-sales-unexpectedly-fall-july-2026-08-14/
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
Vastaavan tyyppisiä rahastoja
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 11 t sittenCopper Market Shows Significant Strength The copper market remains exceptionally strong. The price has risen nearly 49% over the past year and is now trading around 14,500, close to record levels. The rally is supported by several powerful fundamental drivers. AI and the rapid expansion of data centres require significant amounts of copper for power infrastructure and electrical systems. At the same time, demand is increasing through electrification, electric vehicles, renewable energy and the expansion of power grids. On the supply side, mine production is growing only slowly, while production disruptions at several major mines are contributing to a tighter market. Declining inventories and a tight physical market are also supporting the price outlook. This makes copper increasingly interesting as a long-term indicator of global industrial activity and the enormous investment currently taking place in electrical infrastructure. Technically, the picture remains bullish. Around 14,500 is an important resistance level. A confirmed breakout above this level could open the way towards 15,000 and potentially higher. On the downside, 14,000 is the first key support level, while 13,500 and 13,000 become increasingly important if the market experiences a deeper correction. As long as copper remains above 14,000, I consider the short-term uptrend to be intact. However, the rally has been substantial, and the risk of a correction increases as prices move higher. For me, 14,500 is therefore the key level on the upside, while 14,000 is the most important level on the downside. Fundamentally, the copper market looks strong, and the combination of AI, data centres, electrification, power-grid investment and constrained mine supply could give copper increasing strategic importance in the years ahead. This post was written with the assistance of AI and is based on available market information. Sources: https://www.iea.org/reports/global-critical-minerals-outlook-2026https://www.iea.org/commentaries/copper-prices-have-hit-record-highs-but-smelters-face-mounting-strategic-pressureshttps://www.reuters.com/commentary/reuters-open-interest/coppers-congo-panic-says-more-about-copper-than-congo-2026-08-11/https://www.spglobal.com/en/research-insights/special-reports/copper-in-the-age-of-aiRick Rule says that the copper market has been underinvested for over 30 years and that many trillions of dollars should have been invested to keep up. 1 trillion people still don't have electricity, in 20 years this will be saturated (needs copper etc.). He also says that we need 2% more copper each year provided that a lot is invested in copper mines. So this is a good bet. David Morgan is also bullish here, he says what Rick Rule says is true and recommends some mining copper stocks. He also warns that when the financial crisis comes, the stocks will go down a lot, but then it's important to have dry powder to buy around the bottom.
- ·18 t sittenSilver: follow Brent $90 🥈 If Brent breaks $90 and establishes itself above the level, while the dollar continues to weaken, this could become a significant bullish signal for silver. Geopolitical unrest + higher oil + weaker dollar could give silver further tailwind. Written with assistance from AI Sources: https://www.reuters.com/business/energy/oil-set-weekly-gains-after-us-threatens-indefinite-blockade-iran-2026-08-14/https://www.reuters.com/world/india/gold-heads-weekly-loss-investors-unwind-inflation-fuelled-rally-2026-08-14/https://tradingeconomics.com/commodity/silver
- ·1 päivä sittenPan American Silver: Updated price targets from serious analysts The analysts hold a clearly positive view on Pan American Silver (PAAS). The most recognized precious‑metals‑houses – CIBC, BMO, Bank of America, RBC and Scotiabank – all have updated price targets for 2025–2026, and the picture is consistent: significant upside, driven by strong production growth, better margins and a constructive silver market. CIBC (Cosmos Chiu) CIBC is clearly highest in the interval with a price target of 88–131 USD, corresponding to around +98 % upside. Chiu is among the most followed analysts in the sector and has maintained a clear Buy recommendation through 2026. Bank of America Securities (Lawson Winder) BofA has a price target of 96 USD, around +45 % upside, and rating Buy. Winder points to stronger production figures and improved cost profile as main drivers. RBC Capital Markets (Josh Wolfson) RBC is in the interval 65–90 USD, with the latest revision around +37 % upside. Wolfson holds Outperform and highlights robust cash‑flow and lower operational risk after the integration of the Yamana assets. Scotiabank (Ovais Habib) Scotiabank is at 47–95 USD, with around +44 % upside in the latest update. Habib has Buy and points to strong gearing towards the silver price. BMO Capital (Matt Murphy) BMO is most conservative with 75 USD and Hold, but is considered one of the most serious commodity houses in North America. Consensus Heavy data sources like FT/LSEG, S&P Global and TipRanks show a consensus interval of 90–107 USD, with a median around 95 USD and a clear overweight of Buy/Outperform. The wide interval is due to differing assessments of real interest rates, cost risk and silver volatility – but the overall picture is clear: serious analysts see significant upside in PAAS. The post is written with assistance from AI Sources CIBC: https://www.cibccm.com Bank of America Securities: https://www.bofaml.com RBC Capital Markets: https://www.rbccm.com Scotiabank Global Equity Research: https://www.scotiabank.com BMO Capital Markets: https://www.bmocm.com FT/LSEG Market Data: https://markets.ft.com S&P Global Equity Research: https://www.spglobal.com TipRanks Analyst Ratings: https://www.tipranks.com
- ·1 päivä sittenFRESH EVENT U.S. Retail Sales : -0.6% Forecast:0.1% It is negative for USD https://www.investing.com/economic-calendar/retail-sales-256Retail sales disappoint in the USA 📉 US retail sales fell 0.6 % in July, against an expected +0.1 %. The core indicator, which is more relevant for underlying consumption, also fell 0.4 % against an expected growth of 0.3 %. (Reuters) This is in isolation negative for USD, because weaker consumption can mean weaker economic growth and less pressure on the Federal Reserve to keep interest rates high. Lower interest rate prospects make American dollars less attractive compared to other currencies. For gold and especially silver, this can therefore be positive: weaker US key figures + lower interest rate prospects + weaker USD is normally a bullish combination for precious metals. It is nevertheless worth noting that parts of the decline are due to technical factors, including that Amazon Prime Day was moved from July to June and lower gasoline prices. Comment made with the help of AI. Source: https://www.reuters.com/business/us-retail-sales-unexpectedly-fall-july-2026-08-14/
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Omistukset
Päivitetty 31.7.2026
Jakauma
- Osakkeet95%
- Muut4,5%
- Lyhyt korko0,6%