Menu

Recent Interviews

Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG

Dr. Thomas Gutschlag
CEO | Deutsche Rohstoff AG
Q7, 24, 68161 Mannheim (D)

info@rohstoff.de

+49 621 490 817 0

Interview Deutsche Rohstoff AG: "We can imagine additional investments in the field of electromobility."


Steve Cope, President, CEO and Director, Silver Viper

Steve Cope
President, CEO and Director | Silver Viper
1055 W Hastings St Suite 1130, V6E 2E9 Vancouver (CAN)

info@silverviperminerals.com

+1-604-687-8566

Interview with Silver Viper: Future price drivers and takeover fantasy


Karim Nanji, CEO, Marble Financial

Karim Nanji
CEO | Marble Financial
1200-1166 Alberni Street, V6E 3Z3 Vancouver (CAN)

info@marblefinancial.ca

+1-604-336-0185

Interview with Marble Financial: Fintech innovator plans expansion into the US


19. March 2021 | 07:05 CET

BMW, Nevada Copper, Nikola - The return of the giants!

  • Copper
Photo credits: pixabay.com

For a long time, the term electric mobility was associated with the US company Tesla, led by the jack-of-all-trades Elon Musk. Germany, the land of carmakers, was in a slumber for a long time. But now, the industry giants are coming back with a vengeance. After Volkswagen kicked things off this week with its "Power Day," many other German car brands follow suit. Due to the enormous growth in the electromobility sector, raw material prices required for this new type of technology are also exploding.

time to read: 3 minutes by Stefan Feulner


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

Stefan Feulner

The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.

About the author


BMW - New era

After Volkswagen AG revealed its plans on the occasion of the "Power Day," the Munich-based automotive group is following suit in terms of future prospects. At its annual press conference, BMW outlined its visions for the future. In 2030, at least half of BMW's global sales will be fully electric. In the current decade, ten million fully electric cars are to be put on the road. As early as 2023, the Bavarians want to offer at least one fully electric model in all major segments. For the current year, management is confident that both sales and profits will pick up again. The profit margin is also expected to double in a corridor between 6 & 8%.

The share, which has almost doubled since the Corona low last year, rose sharply after the statements and was up more than 5% at EUR 67.50. The share price was also up from the previous year's low. The next thick resistance zone is already at EUR 70. In the long term, we would currently prefer investment in Volkswagen AG.

Nevada Copper - Profiteer of the supercycle

The tidal shift in the automotive industry from combustion engines to electric cars increases the demand for raw materials enormously. While vehicles with combustion engines contain 18-49 pounds of copper, hybrid electric vehicles have about 85 pounds. Battery electric vehicles contain an incredible 183 pounds of copper. However, the problem is that there are relatively few copper projects at the moment and demand could exceed supply in the next few years. Nevada Copper is the first new US copper producer in a decade.

The Canadians, headquartered near the headquarters of Tesla and Google, are exploring for metals in the US state of Nevada at its Pumpkin Hollow copper project. Currently, copper mining has been ramped up significantly for weeks, and full production is expected to be reached before the end of this year. In addition to the current project, the new management shook out another promising ace from its sleeves. An open-pit project is located in the immediate vicinity of Pumpkin Hollow and has already been approved. The US copper producers are getting a tailwind from politics. The new President Joe Biden supports the production of raw materials in the US to minimize dependence on China in the long term. Due to the current bull market on the copper markets, Nevada Copper is a speculative tip with long-term potential.

Nikola - On a knife's edge
The new management of Nikola, the specialist for hydrogen trucks, is genuinely not to be envied. The Company is currently trying to regain lost trust in the capital markets. But the past keeps catching up with the former stock market star, which last year still had a higher market value than Ford Motors. Following General Motors' investment cancellation last year, another strategic partner now appears to be pulling out. The South Korean Hanwha Group wants to sell half of its shares in Nikola. Hanwha, which Nikola describes as a key partner and strategic investor, plans to sell 11.05 million shares, or 50% of its current stake in the Phoenix-based Company, according to a securities document filed Wednesday. However, according to a company statement, Hanwha is expected to remain a key strategic and active partner.

Currently, Nikola is driving a strategy to launch its first zero-emission, fuel cell-powered truck in 2023, complete the first phase of a factory under construction in Arizona by the end of the year and build the first of up to 700 hydrogen fueling stations starting next quarter. To this end, the US Company plans to tap the capital market and raise another USD 100 million. An investment in Nikola is a kind of roulette game at the moment. Chart-wise, the important mark of the December low at around EUR 12 could hold, and positive news could give the paper a disproportionate boost. The short ratio recently peaked at 35%. The Company is also among the top 10 most-discussed stocks on Reddit.


Author

Stefan Feulner

The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.

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:

12. April 2021 | 07:50 CET | by Nico Popp

NIO, Varta, Nevada Copper: Where the best opportunities lurk in the value chain

  • Copper

The theory around value creation is simple: the more a raw material is refined or processed, the greater the margin a company can ultimately achieve. While a kilo of Kobe beef fillet costs around EUR 400, a savvy chef will conjure up ten dishes from it and take in four-figure sums. There are many reasons to invest at the end of the value chain, but the risk also increases. If the chef cannot cook, he will not make sustainable sales even with the best ingredients. The situation is similar in the value chain around electromobility.

Read

07. April 2021 | 09:30 CET | by Carsten Mainitz

BYD, Kodiak Copper, Varta - Buying rate?

  • Copper

Electromobility, energy and digitalization are continuing as a trend. Even if some prices have run hot in the meantime, the current price consolidation offers tempting entry opportunities. With the three shares presented, investors can bet on different facets of the trend. Which stock offers the most significant potential?

Read

06. April 2021 | 10:22 CET | by André Will-Laudien

Sierra Growth, BYD, Ballard Power - Copper versus hydrogen!

  • Copper

Emission-free mobility - who will make the race? In the last 3 weeks, there have been strong movements in battery metals. Nickel almost doubled to USD 19,500 within 12 months, followed by a correction to USD 16,000 in April. Copper fared better. Here the price fell back from USD 9,500 to USD 8,750. However, the gain over the year for both metals is still just under 100%. In the first quarter of 2021, there was a jolt in the development towards e-mobility because VW blew the big attack against Tesla. After all, VW sells 10 times more cars than its Californian competitor, and now the battle for electric customers is really getting underway...

Read