Bullish 2026 metals thesis on copper and silver supply deficits, with the author's picks in copper and silver miners.
SVRS.V β LONG The author argues silver is in a supply deficit driven by solar power demand, with prices hitting a record high. Silver Storm Mining is cited as working to restart a big silver mine in 2026, which would benefit from higher silver prices. The author discloses owning the stock. No specific risk is stated.
Silver Storm Mining (SVRS.V): Working to restart a big silver mine right now in 2026.
AGX.V β LONG The author argues silver demand from solar power is outpacing supply, pushing prices to record highs. Silver X Mining is described as a fast-growing team in Peru finding high-grade silver, positioning it to benefit from higher silver prices. The author discloses owning the stock. No specific risk is stated.
Silver X Mining (AGX.V): A fast-growing team in Peru that is finding a lot of high-grade silver.
HBM β LONG The author argues copper and gold demand is rising, with copper driven by AI and EVs. Hudbay Minerals is described as a big, strong company that digs up both copper and gold, positioning it to benefit from higher metals prices. The author discloses owning the stock. No specific risk is stated.
Hudbay Minerals (HBM): A big, strong company that digs up both copper and gold.
PGE.V β LONG The author argues government demand for critical minerals used in batteries and tech is rising. Stillwater Critical Minerals is cited as finding the rare materials the government needs, positioning it to benefit from that demand. The author discloses owning the stock. No specific risk is stated.
Stillwater Critical Minerals (PGE.V): They find the "rare" stuff that the government needs for batteries and tech.
Unpriced research observations (excluded from Calls and Returns):
TKO β LONG The author argues copper demand from AI and EVs is rising while supply is slow to develop. Taseko Mines is cited as having a massive new copper project starting up in Arizona, which could benefit from higher copper prices. The author discloses owning the stock. No specific risk is stated. resolved_entity_name_mismatch
Taseko Mines (TKO): They have a massive new copper project starting up in Arizona.
This Reddit post, published January 23, 2026, features u/Bigstonkspender discussing SVRS.V, AGX.V, HBM, PGE.V. 4 trade ideas extracted by AI with direction and confidence scoring.
Speakers: u/Bigstonkspender · Tickers: SVRS.V, AGX.V, HBM, PGE.V