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Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
CEO | Clean Logistics SE
Trettaustr.32, 21107 Hamburg (DE)

info@cleanlogistics.de

+49-4171-6791300

Interview Clean Logistics: Hydrogen challenge to Daimler + Co.


Matthew Salthouse, CEO, Kainantu Resources

Matthew Salthouse
CEO | Kainantu Resources
3 Phillip Street #19-01 Royal Group Building, 048693 Singapore (SGP)

info@krl.com.sg

+65 6920 2020

Interview Kainantu Resources: "We hold the key to growth in the Asia-Pacific region".


Justin Reid, President and CEO, Troilus Gold Corp.

Justin Reid
President and CEO | Troilus Gold Corp.
36 Lombard Street, Floor 4, M5C 2X3 Toronto, Ontario (CAN)

info@troilusgold.com

+1 (647) 276-0050

Interview Troilus Gold: "We are convinced that Troilus is more than just a mine".


27. November 2020 | 10:12 CET

Ballard Power, Varta, SolGold - Trillions of Biden!

  • Copper
Photo credits: SolGold PLC

Joe Biden is moving forward in the fight against climate change and wants to boost economic growth with a spending plan worth more than $5 trillion. He wants to start with the completely outdated American energy industry to generate carbon-free electricity by 2035. The plan reflects ideas that were taken up by some of Biden's more progressive allies during the primary elections, such as Jay Inslee, the governor of Washington. Perhaps this is even a point that cost Donald Trump a few votes.

In his plan, Biden promises to spend about $2 trillion over four years to promote his energy proposals, which is significantly more than he proposed during the primaries. In terms of content, he attaches great importance to modernizing American infrastructure and investing in improving the energy efficiency of buildings and housing as well as promoting environmental protection efforts in agriculture. Now that's an announcement!

time to read: 4 minutes by André Will-Laudien
ISIN: GB00B0WD0R35 , CA0585861085 , DE000A0TGJ55


Nick Mather, CEO, SolGold PLC
"[...] We knew the world was rapidly electrifying and urbanising and needing significant amounts of copper to do so. [...]" Nick Mather, CEO, SolGold PLC

Full interview

 

Author

André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

About the author


Ballard Power - Continuous burner fuel cell

Hydrogen, as well as fuel cells, are now present every day. No matter how the drive for individual mobility is designed in the future, it will not be pure electrification, because the energy capacities needed worldwide are not available. Ballard Power Systems, an expert in the field of fuel cells, is taking advantage of the opportunity to raise larger amounts of capital. It was recently announced that due to strong demand, a consortium of underwriters, led by National Bank Financial Inc. and Raymond James Ltd., has agreed to significantly increase the size of the previously announced USD 250 million tender offer. Under the new transaction terms, the underwriters have now decided to purchase 18,182,000 common shares for an amount of USD 350 million. Remarkable!

The consolidated financial results for the third quarter of 2020 were announced in early November. "Although Ballard's employees and operations have not been significantly impacted by COVID-19 up to this point, delays in product launches and customer orders are still impacting our sales and results for 2020," said Randy MacEwen, President and CEO. In the third quarter, Ballard reported sales of USD 25.6 million with a gross margin of 19%. However, Adjusted EBITDA was negative USD 7.7 million.

Ballard is making good progress in key target markets. China's goal of operating around 1 million fuel cell electric vehicles and 1,000 hydrogen filling stations by 2030 sets a new policy framework with strong prioritization. A competitive hydrogen energy supply does not yet exist on the planet with all projects still being in the test phase. Sourcing this supply is a massive field of activity for Ballard and its Chinese allies, but also years of investment and research. The Company currently has a market capitalization of USD 5.3 billion - with no profits available, this is a mighty leap of faith.

Varta - pressure on the battery

Varta AG develops and produces through its subsidiaries worldwide microbatteries and energy storage solutions. The Company was founded in 1887, and its headquarters are in Ellwangen. Varta AG has been majority-owned by Montana Tech Components AG for several years.

The industrial group, Montana Tech Components of the investor Michael Tojner, earned significantly less in the first three quarters of 2020 than in the same period of the previous year. The profit for the period collapsed by almost 40% from just under EUR 51.0 million to EUR 30.7 million. However, sales of the group, which is listed in Switzerland, improved by 30% to EUR 1.29 billion. Out of sympathy with the parent Company, Varta's share price plummeted for the first time. The share price fell like a stone from EUR 115 to EUR 101 at a low point and only stabilized at around EUR 107 in yesterday's trading. Investors fear disappointments for Varta as well.

Regardless of the Covid-19 crisis, the group of companies is operating in a challenging environment with its latest investments in highly competitive locations. Still, the management emphasizes the continued robust positioning of the group. Varta therefore slightly raised its sales and earnings forecast and now expects sales of EUR 840 to 860 million for the full year 2020, with an adjusted EBITDA of EUR 230 to 235 million.

So far so good, but the impression remains that business is becoming increasingly difficult, partly because of growing competition from Asia. With a market capitalization of EUR 4.2 billion, the share has doubled since March 2020. The chart has now turned around the EUR 120 mark for the third time. There is noticeable pressure here!

SolGold - Copper fantasy as gold hedge

SolGold is a British public Company headquartered in Brisbane, listed on both the LSE and TSX and focused on copper-gold exploration in Ecuador, Solomon Islands and Australia. SolGold currently has 76 concessions covering approximately 3,200 square kilometers, making it the largest and most active concession holder in Ecuador.

Following the discovery of the Alpala deposit, SolGold has attracted the attention of some of the world's largest mining companies, such as Newcrest Mining and BHP Billiton. Both have bought SolGold shares on several occasions at a premium to prevailing market prices, demonstrating the widespread support of the majors for promising projects. More prospects may follow because copper is experiencing a remarkable rallye.

Meanwhile, SolGold has confronted its shareholders with some news at the annual general meeting. The Company will continue its regional exploration program with a budget of USD 40 million over the next 12 months. Additional funds will be reserved for more intensive resource definition programs. SolGold's medium-term strategy is to build an integrated pipeline of exploration projects, developments and mines in Ecuador. It is now laying the foundation for the creation of a world-class copper and gold producer.

The speculative value currently has a capitalization of CAD 1.25 billion and has recently increased by 15% despite the declining gold price. You can feel that the copper clock is ticking at SolGold. Market participants are entirely ignoring the unfavourable environment for gold, and this could accelerate significantly after the "Taxloss Season" in Canada, especially if gold stabilizes. One should therefore definitely take hold on weaker days in the coming weeks.


Author

André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

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:

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Varta, Standard Lithium, Sierra Grande Minerals, Nordex - The next hype rolls in!

  • Copper

In Germany, politics is becoming significantly greener! But what do the mobility concepts of the climate protectors look like? In addition to the publicly demanded reduction of unnecessary business flights, the bicycle would also be an alternative for 30-kilometer journeys. Fossil energy has already become 50% more expensive in 2021, and gas prices are going through the roof. There is still a high demand for energy in Germany because we are currently buying cheap nuclear power abroad. This is how it can go when a botched energy policy is associated with climate protection goals. No matter how things go, the world needs copper for modern technologies, and this raw material, along with lithium and other critical metals, is just terribly scarce. How are the typical industry players doing?

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NEL, GSP Resource, China Evergrande: How to find the doublers

  • Copper

Speculative investments are the salt in the soup on the stock market. Of course, those who rely on ETFs and funds over the long term via a savings plan can already do a lot better than the vast majority of savers. However, those who develop a good knack for speculative individual stocks can give their portfolio a growth kick. Even if many newcomers to the stock market can hardly believe it: 100% and more is possible. Using three stocks as examples, we explain what is important and what is not a good prerequisite for investment.

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BYD, Fisker, Kodiak Copper, Varta: Nothing works without Copper!

  • Copper

Electromobility is becoming increasingly crucial for the energy transition in transportation. And with it the research, development and production of drives, batteries and components. In addition to electricity storage, however, vehicle cabling and the assembly of e-components are also coming to the fore. Today, an electric vehicle requires three to four times the amount of copper as it did 20 years ago, plus the demand in industrial manufacturing processes. The earth's deposits are exhaustible, and copper, in particular, is pretty much on the edge. A spot price of just under USD 10,000 per kilo clearly shows how the markets are processing this situation. Rising prices!

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