Recent Interviews

Dirk Graszt, CEO, Clean Logistics SE

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


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)

+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)

+1 (647) 276-0050

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

23. June 2021 | 14:03 CET

BHP, Glencore, NewPeak Metals - Scarce, scarce and sold out!

  • Commodities
Photo credits:

Whoever tries to order an e-bike from the Internet these days sometimes gets the delivery notice: "Due to missing components delivery delayed indefinitely!" Reason: The container ship "Ever Given" in the Suez Canal, shipwrecked, is still fully loaded at the Egyptian quay walls and is waiting to continue its journey. However, the insurance issues have not yet been resolved because the accident caused considerable damage to the canal structure. The riparian states admittedly do not want to pay for the restoration. It may therefore take some time before the insurance sum is paid. Moreover, on the ship are also bicycle components of the manufacturer Shimano, so European bicycle manufacturers cannot deliver!

time to read: 3 minutes by André Will-Laudien

Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG
"[...] China's dominance is one of the reasons why we are so heavily involved in the tungsten market. Here, around 85% of production is in Chinese hands. [...]" Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG

Full interview



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

BHP Billiton - Potash for higher agricultural yields

The world's population is increasing at a constant rate of about 8% per annum, creating a huge demand for fertilizers and growth accelerators on the food side. But, of course, the weighing up of the how and with what is being discussed today with entirely different content than it was 20 years ago because the blue planet is supposed to become much "greener" and agriculture in particular still has a giant leap forward in terms of climate protection.

The world's largest mining Company, BHP, estimates that its current potash project in the province of Saskatchewan will cost up to USD 5.7 billion in the first phase. It offers BHP diversification into agricultural markets, as potash is a key element in plant nutrition and makes crops much more drought resistant. BHP expects the potash project to take another 5 years to develop and will have an annual production capacity of about 4.4 million tons in the first phase. When fully developed, the plant will have the capacity for an additional 12 million tons, with a lifespan of a full 100 years. Demand is expected to increase by 15 million tons to about 105 million tons, or 1.5% to 3% per year, by 2040. That would make BHP a major player in the market.

BHP shares are a standard stock among commodity stocks. Because of its diversification, the Company is currently gaining on many shortages. A 5% dividend is on top of that. Hold!

Glencore - The world's largest cobalt mine

Under a not-so-green flag and much criticism is the topic "cobalt." The raw material is very rare but occurs abundantly, especially in Africa. One of the claim owners is the largest commodity trading company Glencore.

It has now been announced that the Company could restart the giant Mutanda copper and cobalt mine in the Democratic Republic of Congo (DRC). The mine had been on hold for two years due to regulatory and political issues, with Glencore itself shutting down operations in 2019 due to low cobalt prices. According to officials, the new Minister of Mines and Mining Antoinette N'Samba Kalambayi met with representatives of the Swiss group in June to discuss restarting the mine in 2022. An ambitious target, given the history of cobalt production in Africa.

Mutanda is one of the world's largest cobalt mines, with 20% of the global market. With their reopening, the Swiss are presumably responding to the sharp increase in demand for battery metals, as the world's major automakers increasingly rely on metal-intensive electric vehicles. Copper and cobalt are critical metals for high-tech manufacturers.

Glencore shares have been trapped between EUR 3.40-3.70 for several weeks, with the price still digesting the doubling since March 2020, but operating figures will push the price higher. Grab below EUR 3.50!

NewPeak Metals - There could be a jolt soon

The rumor mill is bubbling at the Australian explorer NewPeak Metals Ltd (NPM). The Company has several gold-silver, oil-gas and tungsten projects with significant geographic diversification. These are located in Australia, New Zealand, Argentina and Finland.

NPM owns a hot asset with its 30% stake in Lake Blue Energy, as the moratorium imposed on onshore gas exploration in the Australian state of Victoria ends in early July. The stock has now been suspended for a good 1 year and is expected to resume trading soon. The stake in this asset alone covers the current market capitalization of NPM stock. The potential is estimated to be much higher as the energy hunger of the distant continent is increasing every year. It is a good lottery ticket for the still small Company.

But NewPeak has even more to offer: In Bergslagen, Sweden, initial exploration has added tungsten to the metal portfolio, a strategically important and rare metal. The acquisition of further southern Finnish gold concessions from Sunstone Metals has also been successfully completed.

NewPeak Metals will probably need another capital increase this summer to manage all projects in a meaningful way. In our view, this would be an excellent opportunity to position itself. The share price in Australia has been between AUD 0.002 and 0.003 for a few weeks, which means that the current market capitalization reaches AUD 10-15 million. The next few months should bring a significant improvement in value.


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:

19. October 2021 | 13:44 CET | by Fabian Lorenz

Barrick Gold, Standard Lithium, GSP Resource: Commodities booming

  • Commodities

Copper, lithium and oil are just a few examples of commodities whose prices are going through the roof. The shares of the producers of these commodities are benefiting as a result. In addition, there is now often a takeover fantasy. This applies, for example, to Standard Lithium. The US explorer has now also published positive data for its project. It also applies to GSP Resource. At least as far as drilling results and takeover fantasy are concerned. The share price, on the other hand, still has room for improvement. The same applies to Barrick Gold. The Q3 figures were convincing, with the gold company earning brilliantly on every ounce, but the shares are trading close to the year's low.


05. October 2021 | 11:40 CET | by Fabian Lorenz

BioNTech, Varta, Sierra Grande Minerals - Is the countermovement coming?

  • Commodities

The BioNTech share was under intense pressure in the past trading week. But even at the start of the week, the bulls could not prevail with a countermovement. There is also good news from the new German biotech star. Ripe for a rebound are also the shares of Varta and Sierra Grande. At Varta, the presentation of Apple's new Airpods could herald a share price recovery. Sierra Grande is suffering from weak precious metal prices. The Company has just published positive drilling results. Investors could soon look forward to rising prices for all three shares.


10. September 2021 | 13:50 CET | by Carsten Mainitz

Sierra Grande Minerals, Barrick Gold, Sibanye Stillwater - Tempting valuation levels

  • Commodities

Patience is a virtue. Especially on the stock market, investors are often required to be patient. Why do rising prices take so long to materialize, even though the relevant facts are already on the table? One or the other investor who has invested in commodity shares has undoubtedly experienced this or a similar situation. But those who take a longer-term view and make the proper sense of the relevant framework conditions that determine supply and demand will be successful. Precious metals have proven to be a protection against inflation over long periods of time. Various raw materials such as copper and lithium are experiencing rising demand as a result of electromobility. These three stocks offer opportunities.