Menu

Recent Interviews

Humphrey Hale, CEO, Managing Geologist, Carnavale Resources Ltd.

Humphrey Hale
CEO, Managing Geologist | Carnavale Resources Ltd.
Level 2, Suite 9 389 Oxford Street, WA 6016 Mount Hawthorn (AUS)

info@carnavaleresources.com

Interview Carnavale Resources: Good cards for long-term success


Bill Guy, Chairman, Theta Gold Mines Limited

Bill Guy
Chairman | Theta Gold Mines Limited
Level 35 (ServCorp), Intl Tower One 100 Barangaroo Ave, 2000 NSW Australia (AUS)

info@thetagoldmines.com

+61 2 8046 7584

Interview Theta Gold Mines: This team has already brought 20 mines into production


David Mason, Managing Director, CEO, NewPeak Metals Ltd.

David Mason
Managing Director, CEO | NewPeak Metals Ltd.
Level 27, 111 Eagle Street, QLD 4000 Brisbane (AU)

info@newpeak.com.au

+61 7 3303 0650

Interview New Peak Metals: Many chances for great success


10. May 2021 | 09:40 CET

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

  • RareEarths
Photo credits: pixabay.com

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


 

Author

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.


Author

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:

17. June 2021 | 11:21 CET | by Stefan Feulner

Volkswagen, Defense Metals, Salzgitter AG - Disastrous consequences!

  • RareEarths

The NATO summit in Brussels last weekend once again showed the increasingly hardening relations between the USA on the one hand and China and Russia on the other. At the same time, the NATO powers seem to underestimate how dependent they are on the Middle Kingdom in terms of the energy transition. By capping access to rare minerals essential for electric vehicles, wind turbines and drones, the Western states are threatened with a bottleneck that will have a major impact on the development of new technologies.

Read

15. June 2021 | 11:22 CET | by Nico Popp

Varta, BYD, NSJ Gold: What investors should watch out for

  • Gold
  • Energy
  • RareEarths
  • RareEarthElements

The die is cast: Cars will go electric in the future. A clear course has also emerged in monetary policy in recent years: Central banks tolerate more inflation and stimulate the economy. Governments are also in a spending mood: infrastructure, state aid, investments for the future - at the latest since the outbreak of the pandemic, the powers that be have been governing according to the principle of "What is the cost of the world?" We present three shares that can profit.

Read

02. June 2021 | 11:34 CET | by Carsten Mainitz

Infineon, Defense Metals, Aixtron - It is getting tight!

  • RareEarths

Supply bottlenecks in various industries, e.g. wood, metals, semiconductors or chips (see Infineon and Aixtron in this article), are causing prices to skyrocket. Whether only a short-term phenomenon, it remains to be seen. One area that is heading for ever-increasing demand with manageable supply is "rare earths." Particularly for producers or prospective producers or exploration companies, such as Defense Metals, this should pay off in the medium term.

Read