Metals & Copper Stars | Can CNL, NB, ATCX, ABAT, ERO, TGB, SCCO & FCX Rally Last?

TigerPicks
01-28 21:54

As of the market close on January 27, 2026 ET, Diversified Metals & Minerals and Cooper has risen average by 3.21% and 3.04%, dispectively. mainly due to strong rebound in copper prices, driven by surging demand from AI data centers and green energy transition, combined with persistent supply tightness and safe-haven flows amid geopolitical uncertainty and Fed rate-cut expectations.

The S&P 500 $S&P 500(.SPX)$ climbed to a new all-time high and closed at a record on Tuesday as traders eagerly awaited earnings from major tech companies.

The best-performing concepts is Diversified Metals & Cooper. Considering the different perceptions of the stock, this time TigerPicks chose $Collective Mng(CNL)$ $NioCorp Developments Ltd.(NB)$ $Atlas Critical Minerals Corporation(ATCX)$ $AMERICAN BATTERY TECHNOLOGY CO(ABAT)$ $Ero Copper(ERO)$ $Taseko Mines(TGB)$ $Southern Copper Corp(SCCO)$ $Freeport-McMoRan(FCX)$ to have a fundamental highlight to help users understand it better.

1. $Collective Mng(CNL)$ +12.40%

  • High-grade silver-rich vein discovery at San Antonio’s Pound target boosted exploration optimism.

  • Aggressive 100,000m drill program planned for 2026 at Apollo, with recent intercepts adding momentum.

  • Analyst upgrades and positive sentiment on multi-year shareholder returns.

2. $NioCorp Developments Ltd.(NB)$ +9.48%

  • Breakthrough year in financing and federal backing for Elk Creek project highlighted in recent updates.

  • Analyst price target raises (e.g., H.C. Wainwright to $11.25) on improved economics and de-risked profile.

  • Rare earth/critical minerals rally after G7 push to reduce China dependence.

3. $Atlas Critical Minerals Corporation(ATCX)$ +9.31%

  • Recent Nasdaq uplisting and $11M upsized public offering closed, providing fresh capital for Brazil projects.

  • Diversified exposure to rare earths, graphite, uranium, and other critical minerals amid sector momentum.

4. $AMERICAN BATTERY TECHNOLOGY CO(ABAT)$ +8.95%

  • Processing large-scale lithium-ion battery cleanup (potential $30M value) from BESS fire shipments.

  • Strong cash position growth and debt reduction supporting recycling/processing ramp-up.

  • Critical battery materials focus benefiting from EV and energy storage demand tailwinds.

5. $Ero Copper(ERO)$ +5.74%

  • Copper rally continuation with prices near highs, benefiting low-cost Brazilian operations.

  • Analyst target raises (e.g., Goldman Sachs to $33) on expansion projects and strong 2026 growth outlook.

6. $Taseko Mines(TGB)$ +4.71%

  • Copper price strength and sector rebound supporting Gibraltar mine output.

  • Recent executive/insider transactions and positive analyst coverage amid volatility.

  • Exposure to North American copper supply dynamics and tariff-related flows.

7. $Southern Copper Corp(SCCO)$ +3.41%

  • Copper prices at/near all-time highs, driving high-margin production leverage.

  • Low-cost operations in Peru/Mexico benefiting from supply tightness.

8. $Freeport-McMoRan(FCX)$ +2.78%

  • Copper rally fueled by AI data centers, green energy, and supply concerns.

  • Analyst optimism on 2026-2027 production ramp-up and earnings growth.

  • Diversified exposure to gold/molybdenum adding stability amid volatility.

Overall sector context, Copper prices held near records (~$5.9-6/lb range) into late January 2026, driven by AI/renewable demand, supply tightness, and tariff/geopolitical flows—lifting most copper and critical minerals stocks. Individual catalysts (drills, financings, upgrades) amplified the moves.

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Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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