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10. May 2021 | 09:40 CET

Ballard Power, Varta, Defense Metals: This trend is still in its infancy

  • RareEarths
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All investors want to invest in the future. But what does this future look like? For many private investors, hydrogen was the topic of the future for many months. But hydrogen investors are now pretty much left out in the cold. Car manufacturers have turned their attention to battery cells, and there are other opportunities for investors to profit from the technologies of the future. But what about the current representatives of hydrogen technology? Are the opportunities for entry favorable right now? Or should investors take to their heels?

time to read: 3 minutes by Nico Popp
ISIN: CA0585861085 , DE000A0TGJ55 , CA2446331035



Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

About the author

Ballard Power: Investors must watch out for these brands!

Ballard Power's stock has taken quite a beating over the past three months: the value lost 60%. Ballard Power is a Canadian manufacturer of fuel cells. Last week, the Company presented quarterly figures - and they were truly terrible. In the first quarter of 2021, the Company made only a little less than CAD 18 million in sales. That shows that the Company's business is not at its best.

Ballard Power made a name for itself early on around hydrogen and sent hydrogen-powered buses on the road. The Canadians developed early collaborations with Chinese companies and also worked with omnibus manufacturer Alexander Dennis Ltd. At a time when hydrogen only plays a role for larger vehicles, Ballard Power could be perfectly positioned. But the market is currently aggressively pricing out risks. From a chart perspective, the stock has found short-term support above EUR 14. It would be necessary for the share to stalk its way back to the EUR 20 mark quickly. If this does not succeed, further setbacks are possible.

Varta: What is the battery hype all about?

The battery manufacturer Varta, which has been the subject of e-car hype for some time, has also lost some ground recently. The idea is obvious: The German automotive industry has decided to favor electric mobility and is now doing everything it can to become independent of suppliers from Asia. Battery cells are to be manufactured in Germany to achieve this. Since Varta is already very well positioned when it comes to batteries and accumulators, the consideration is obvious. But how concretely Varta's future looks is still unclear. The German industry is just now establishing supply chains and attracting partners. That Varta can play a role in this is obvious. That this role will be a big one, however, is not yet set in stone.

German industry has already rejoiced once over a supposed future sector that has been successfully established in the country. Companies like SolarWorld and Q-Cells were lifted into investor heaven - and crashed. The reason at the time: the Asian competition was simply cheaper. Although battery metals and other essential materials for battery production are in short supply, price ultimately rules. Even if it makes sense for Germany to become self-sufficient, this does not mean that companies with low margins will hold their own on the market in the long term. The e-car fantasy surrounding Varta makes the stock attractive, but investors should keep their feet on the ground.

Defense Metals: Rare earth project valued at only EUR 17 million ahead of feasibility study

Shareholders of the Canadian rare earth Company Defense Metals also remain on the carpet. Although the stock gained 18% on a three-month horizon, it has already corrected some of the rapid gains it made in February. What had happened? At the time, the governments from Canada and the US had committed to prioritizing rare earths and other critical metals around electromobility domestically and announced plans to support projects. Defense Metals' Wicheeda project has indicated resources of 4.89 million tons at an average grade of 3.02% light rare earth elements. Still in the first half of 2021, Defense Metals plans to submit a preliminary feasibility study and upgrade and expand its deposit in the summer.

Rare earths are needed in various electrical devices, such as smartphones, and in vehicles, batteries, and the defense industry. The latter use underscores the efforts of many Western industrialized nations to become less dependent on China. For years, China has dominated the market for rare earths. Only gradually are companies like Defense Metals following suit, even benefiting from government subsidies. Defense Metals' market capitalization is still only around EUR 17 million. Given the milestones that can still be reached in 2021 and the high demand for rare earths, investors should look at Defense Metals. Unlike hydrogen stocks, this trend still seems to be in its infancy.


Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

About the author

Conflict of interest & risk note

In accordance with §34b WpHG we would like to point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH may hold long or short positions in the aforementioned companies and that there may therefore be a conflict of interest. Apaton Finance GmbH may have a paid contractual relationship with the company, which is reported on in the context of the Apaton Finance GmbH Internet offer as well as in the social media, on partner sites or in e-mail messages. Further details can be found in our Conflict of Interest & Risk Disclosure.

Related comments:

23. September 2021 | 12:29 CET | by Fabian Lorenz

BYD, Nel, Defense Metals: In which direction is it going?

  • RareEarths

After the significant setback on Monday, the stock markets are looking for a direction. Individual stocks have held up well in recent days. Among these is Nel. The hydrogen specialist was even able to gain on Monday. That was not the case with BYD, but the shares of the Chinese car manufacturer are holding up surprisingly well given the crisis surrounding the Evergrande real estate group and the regulatory fury of the Chinese government. In addition, there are positive reports from the Company. Defense Metals also has positive news to report. Initial drilling results exceed expectations. All three shares are benefiting from the trend towards alternative drives.


15. September 2021 | 14:03 CET | by Armin Schulz

JinkoSolar, Defense Metals, Daimler - Sustainability only with rare earths

  • RareEarths

Rare earths are found in almost all new technologies such as smartphones, e-cars, etc. The leading supplier is China. Rare earths occur more often than one might think, but mining them is rarely economically profitable. Thus, China has a kind of monopoly position. With the trade dispute between the US and China brewing, more people realize that Western countries should seek alternative access to rare earths. If China limits exports, it would quickly lead to shortages. Accumulators or batteries would soon become scarce. Due to sustainability issues, the increased demand can already be seen in the increased prices for rare earths.


06. September 2021 | 10:44 CET | by Carsten Mainitz

Defense Metals, Nordex, Rheinmetall - These shares benefit from megatrends!

  • RareEarths

Rising corporate profits are an understandable driver for higher share prices. Therefore, positioning with stocks in sectors or with business models that benefit from long-term (mega) trends is a smart move. Renewable energies, electromobility, various areas of technology and rare earths are fields that will continue to grow significantly in the medium term. With the shares presented, you can profit from this.