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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".


John Jeffrey, CEO, Saturn Oil + Gas Inc.

John Jeffrey
CEO | Saturn Oil + Gas Inc.
Suite 1000 - 207 9 Ave SW, T2P 1K3 Calgary (CAN)

info@saturnoil.com

+1-587-392-7900

Saturn Oil + Gas CEO John Jeffrey: "Acquisition has increased production by 2,000%"


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
ISIN: DE0005190003 , CA64128F1099 , US6541101050


Matthew Salthouse, CEO, Kainantu Resources
"[...] We have a clear strategy for neutralizing sovereign risk in Papua New Guinea. [...]" Matthew Salthouse, CEO, Kainantu Resources

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:

30. July 2021 | 11:21 CET | by Carsten Mainitz

First Majestic Silver, Kodiak Copper, Orocobre - Metals for e-mobility offer great growth potential

  • Copper

Tesla, NIO and Polestar, the pioneers of e-mobility. But the global climate crisis and the realization that it can only be combated with the help of a consistent reduction in greenhouse gases has also led traditional car manufacturers to realize that alternative drive concepts are necessary, not least as a result of legal requirements. Electromobility has currently established itself as the most promising option. Manufacturers are now hastily trying to steer their product development in this direction and are making announcements about the end of the internal combustion engine: Jaguar wants to phase out the engine by 2025. Fiat, Volvo and Ford have announced the end of the engine by 2030. VW has set the period between 2033 and 2035 as its target, at least for Europe, and Audi wants to phase out entirely by then. Mercedes also has a similar date in mind. However, all e-cars have one thing in common: they are very hungry for raw materials. An e-car requires about four times as much copper as a combustion engine. Consumption of gold and silver (onboard electronics) and lithium (batteries) will also increase significantly.

Read

21. July 2021 | 12:49 CET | by Armin Schulz

QMines, Varta, Siemens Energy - Who benefits from the copper shortage?

  • Copper

The copper price has moved significantly upwards over the past year. On the one hand, this is due to the increasing demand caused by sustainability topics such as renewable energies, e-mobility and global electrification. On the other hand, the metal has become scarce. Whereas 60 profitable copper projects were launched in 2008, only 36 were established in 2020, and this with declining mining values. In 2015 0.65% copper per ton was still being mined; this value will fall to 0.55% by 2025. Existing large copper mines will also need billions in the coming years to maintain their production levels. These additional costs will be passed on to consumers. Today we highlight three companies that either produce or need copper.

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20. July 2021 | 12:38 CET | by André Will-Laudien

BYD, Volkswagen, Kodiak Copper: The 1000 Dollar Correction!

  • Copper

The copper price had reached its interim high in May 2021 at around USD 10,500. Since then, we have seen a standard consolidation of 10-15%, which is not an unusual occurrence in an uptrend. The increase since the beginning of 2020 is over 100%. Copper mines have been able to post multiple performances in the same period, and the recent correction was accordingly somewhat higher. For many market participants, however, the medium-term scenario for the industrial metal is set. Since the political closing of ranks on e-mobility, demand for copper and battery metals has shot through the roof. Mine operators worldwide are alarmed; the currently recoverable capacities cover just 85% of the demand from 2022. Who can close the gap?

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