Copper Breaking Out Big, Nickel and Titanium Rising
Copper gained by 1.97% today to $5.909 per lb. Two nights ago, NIA pointed out how the copper/gold ratio was at 0.00123 or 50% below its long-term average of 0.00246. Today, the copper/gold ratio is back up to 0.00124 and we are confident that the January 29th low of 0.00111 will never be seen again.
Now, if you look at the nickel/copper ratio, we are using WisdomTree Nickel (NICK) for this comparison because its chart goes back the furthest:
The nickel/copper ratio hit an all-time low on July 7, 2025, of 2.299 and is currently 2.551 only slightly above the all-time low. It is trading 56.73% below its long-term average of 5.895.
It is very possible copper will double in value relative to gold.
It is very possible nickel will double in value relative to copper and quadruple in value relative to gold!
On Wednesday, NIA announced Homeland Nickel (TSXV: SHL) as its latest brand-new stock suggestion and will release a report on the company shortly!
The only commodity more undervalued than nickel is titanium, and titanium is beginning to breakout big from extreme lows!
Titanium gained another 1.06% today to a new six-month high of 47.50 CNY/KG.
A few NIA members have been asking about IperionX (IPX) which gained by 17.11% this week.
Although IPX has a legit titanium resource in West Tennessee called the Titan Project, its grades are only about 1% TiO₂.
In comparison, Saga Metals (TSXV: SAGA) in their three latest drill holes had significantly higher grades of between 5.50% to 7.08% TiO₂.
A big part of IPX’s $1.1 billion market cap is speculative unproven technology where they are attempting to replace the “Kroll Process” with a process that uses less energy called “Hydrogen Assisted Metallothermic Reduction”.
Even if titanium gains 500%+ in price like we expect it to, if the tech bubble goes bust, and IPX isn’t yet generating significant revenue… its share price can actually decline. If IPX was trading at a market cap of $200 million and not already worth $1.1 billion, maybe it would be good as a speculative play.
We like the drill holes being reported by SAGA with consistently high grades of TiO₂, vanadium, and iron. The Radar Project is so massive that after they are done with establishing their maiden resource estimate at the Trapper Zone, they don’t know where to drill next… because the oxide system is 16 km long and that’s only based on what can be seen on the surface! The newly announced state-of-the-art airborne geophysical survey commencing next week will include 157 lines averaging 7 km in length… allowing SAGA to determine if there is potential for the Trapper Zone to connect directly across to the Hawkeye Zone.
This is the same type of technology that Highlander Silver (TSX: HSLV) has used in recent months at Corani.
Super Copper (CSE: CUPR) will launch its maiden drill programs very soon!
Similar to IPX having a technology division… CUPR is developing proprietary copper recovery-enhancing technologies to improve leach efficiency and yield and reduce chemical intensity and waste. CUPR’s largest shareholder Apeiron Investment Group will become well-known across America next month when the Enhanced Games begin!
Past performance is not an indicator of future returns. NIA is not an investment advisor and does not provide investment advice. Always do your own research and make your own investment decisions. NIA’s President has purchased 125,000 shares of HSLV and can buy or sell shares at any time. NIA’s President has purchased 20,000 shares of SHL and intends to buy more shares. NIA is receiving compensation from SHL of US$75,000 cash for a six-month marketing contract. NIA has received compensation from SAGA of US$100,000 cash for a twelve-month marketing contract. NIA has received US$50,000 cash from CUPR for a six-month marketing contract and previously received US$30,000 cash for a three-month marketing contract. This message is meant for informational and educational purposes only and does not provide investment advice.