Close menu

June 16th, 2021 | 14:26 CEST

Blackrock Silver, JinkoSolar, K+S - Betting on the trend

  • Silver
Photo credits:

Silver is not only in demand as a "crisis currency," but also from industry. The precious metal is characterized by several advantageous physical properties that make it extremely valuable for industrial use. For example, silver plays a major role in solar and battery production. As a result, the price of silver has already risen significantly in recent months. But what if the trend continues for longer?

time to read: 3 minutes | Author: Carsten Mainitz
ISIN: CA09261Q1072 , US47759T1007 , DE000KSAG888

Table of contents:

    BLACKROCK SILVER CORP - Investors are excited

    On June 8, the Company reported the completion of a CAD 10 million capital increase, with shares placed at a price of CAD 0.75. Good drilling results in the recent past have led to high demand from investors. Currently, the share price stands at CAD 0.75, bringing the Canadian Company's total float to CAD 130 million. The Company intends to use the net proceeds from the private placement to explore the Company's portfolio of gold and silver projects in Nevada and for general working capital purposes. The Company also secured First Majestic Silver as a new investor in a previous financing round.

    Blackrock Silver is focused on exploring and developing projects in the "Silver State" of Nevada. The most significant, historic silver discoveries in the US state included the Comstock Lode and Tonopah Silver District in western Nevada within the so-called Walker Lane Trend. Blackrock Silver's larger project "Tonopah West" covers an extensive area west of the Tonopah Silver District. Blackrock's objective is to prove the western extension of the District and restore the Tonopah Silver District to a significant producing area. To this end, 40,000 meters are being drilled as part of the current drilling program.

    Blackrock Silver's strategy is to explore deeper extensions of the high-grade vein system at Tonopah, which has already proven to be a major success. With the completion of the capital raise, the Company is well-capitalized through 2021 to rapidly advance exploration and prepare the first resource estimate at Tonopah West by the end of the year. The project has the potential to become a world-class silver discovery in the US state.


    The Company represents the entire value chain for solar power products, ranging from silicon wafers to solar modules. The Company has been growing faster than the market for years. This momentum is based on innovation. JinkoSolar is ranked tenth on the list of the world's most important new energy companies and is the first manufacturer to mass produce a solar panel with an efficiency of around 25%. Even the German DEKRA recently awarded top marks to the Tiger Pro product, a so-called double glass module, certifying above-average durability even under the most challenging conditions.

    Even if most analysts consider the share to be exhausted at the moment, the Company's valuation is moderate. We are convinced that the long-term framework conditions are fully intact. The energy turnaround has only just begun. Government climate protection targets, regulations and subsidy programs are giving the whole thing a significant boost. The Company will publish quarterly figures on June 25. We are curious to see what the market and the analyst community will make of these.

    K+S AG - One man's grief is another man's joy

    A few weeks ago, the Belarusian authorities forced a Ryanair passenger plane from Athens to Vilnius to make a stopover in Minsk and arrested the government critic Roman Protasevich and his girlfriend Sofia Sapega, who were on board; this not only caused political waves. The European Parliament is currently calling for further sanctions. According to a resolution adopted on June 10, punitive measures should be taken against crude oil processing, the manufacture of petroleum products, and the potash, steel and wood processing industries.

    Immediately after the incident, the stock exchange smelled a rat, as it was suspected that the weakening of the competitive position of the state-owned fertilizer producer Belaruskali would strengthen Germany's K+S. K+S was then able to leave the EUR 10 mark behind quickly and is currently trading at around EUR 11.84, valuing the Company at just under EUR 2.3 billion. K+S is the world's largest salt producer and belongs to the top group of international potash suppliers. At the beginning of the week, Commerzbank upgraded the share from "hold" to "buy" and raised the price target from EUR 10 to EUR 15.

    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.

    Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.

    The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered here. Please also note our Terms of use.

    Der Autor

    Carsten Mainitz

    The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

    About the author

    Related comments:

    Commented by André Will-Laudien on January 9th, 2023 | 17:38 CET

    An explosive start to 2023 for GreenTech and battery shares - BASF, Manuka Resources, Freyr and Varta in turnaround

    • Mining
    • Silver
    • Gold
    • GreenTech

    In 2023, international pressure to initiate the climate turnaround remains. One potential path is seen in e-mobility. Despite the enormous development efforts of the last 5 years, no battery solution has yet been launched that could match the performance characteristics of a last-generation diesel powertrain. Key characteristics here are cost and sustainability in manufacturing, range, lifetime and safety. Nevertheless, progress is being made in the chemical mix of battery components, and some companies are making a name for themselves here. We analyze the current status.


    Commented by Stefan Feulner on December 29th, 2022 | 09:32 CET

    Infineon, Manuka Resources, Barrick Gold- The acquisition wave is underway

    • Mining
    • Gold
    • Silver
    • Commodities

    In times of inflation, rising interest rates, skyrocketing energy prices and global recession fears, the consolidation process will likely accelerate significantly in many industries next year. Capital-intensive, as yet unprofitable companies with an innovative business model face major challenges if they are to retain their independence in the future. Larger groups are already digging in their heels to prepare their portfolios for the future. Especially in the precious metals sector, increasing acquisition activity has been observed in recent weeks.


    Commented by André Will-Laudien on December 29th, 2022 | 08:37 CET

    200% possible at ThyssenKrupp and Tocvan Ventures, and question marks at VW and BASF

    • Mining
    • Gold
    • Silver
    • Electromobility
    • Energy

    As we approach the end of the year, it is difficult to separate the real economic opportunities from the current war and crisis scenarios. The forecasting institutes are also poking around in the fog with their statements for 2023, with a still conciliatory economic development at the zero line being defined subject to falling interest rates and declining inflation. Under the sword of Damocles of a possible gas crisis starting in March, however, all predictions turn negative because Germany as an industrial location is already struggling considerably with the energy and electricity price increases. So how do you select a top performer for the portfolio?