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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".


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:

14. October 2021 | 13:55 CET | by André Will-Laudien

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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04. October 2021 | 10:06 CET | by Nico Popp

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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28. September 2021 | 14:06 CET | by André Will-Laudien

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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