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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".


30. June 2021 | 11:04 CET

BP, NewPeak Metals, Nordex: Three shares with energy

  • Commodities
Photo credits: pixabay.com

The energy turnaround offers excellent opportunities - that is what you read in many media reports. Indeed, regenerative energy has a great appeal - it does not produce any CO2 emissions. But this is not entirely true. The production of solar panels and wind turbines requires raw materials. Only when these are also produced in a climate-neutral way are regenerative energy sources genuinely sustainable. At the same time, oil and gas still play a significant role in the energy mix. We outline three companies involved in this complex of topics and also examine investment opportunities.

time to read: 3 minutes by Nico Popp
ISIN: BP PLC DL-_25 | GB0007980591 , NEWPEAK METALS | AU0000104374 , NORDEX SE O.N. | DE000A0D6554


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

 

Author

Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

About the author


BP: A few wind turbines for a clear conscience

About a month ago, a court in The Hague ruled that Royal Dutch Shell must reduce its CO2 emissions by 45% by 2030. The ruling is not yet final, and the case is on appeal. Nevertheless, the shockwaves are severe and have also affected other companies, such as BP. In BP's case, there is also the fact that the Company made a more than 30% lower turnover in 2020. Operating income fell by USD 5.7 billion. More than 10 years ago, BP caused a real environmental scandal with the Deepwater Horizon oil rig accident. Even today, BP still has to pay for this and, at present, is paying USD 1.6 billion a year.

BP is working on a sustainable image and is building an offshore wind farm off the coast of Great Britain. In Germany, the subsidiary Aral wants to build 500 fast-charging points for electric cars at 120 service stations. Although the dividend yield is around 5%, this only shows that the share price has been under pressure for months - in one year, the stock has managed a yield of just 3.4%. The stock market environment is currently relatively poor for oil multinationals.

NewPeak Metals: Many projects + exciting oil investment

NewPeak Metals is currently in a different situation. The Company has set itself the goal of advancing various early-stage projects with low investments. These include two gold projects in Argentina and properties in New Zealand, Finland, and Sweden. In New Zealand, NewPeak Metals has discovered silver, lead and zinc. "What sets all of our projects apart is that we can generate significant returns with relatively little expenditure. We spend about AUD 1 million per project and drill between 2,000 and 3,000m. When such drilling programs are well thought out and targeted, much can be deduced about a project's potential. And that is the opportunity for investors: We can achieve a lot with few resources," CEO David Mason sums up the Company's strategy in an interview.

In addition to the commodity projects, NewPeak also has an exciting oil investment in its portfolio. The Company holds about 30% in Lakes Blue Energy, a gas company from Australia. As of July, the moratorium imposed by the Australian government to halt onshore gas exploration in the Australian state of Victoria will end. Lakes Blue Energy's stock has not traded for many months. With energy prices at a very different level today than they were then, the Company's stock could also bring a lot of joy to NewPeak Metals shareholders. The combination of numerous projects and the particular situation surrounding Lakes Blue Energy makes the stock exciting. Investors should keep the smallcap on their radar in the coming days and weeks.

Nordex: Which way is the wind blowing?

A former German investor darling is the Nordex share. However, the wind has long been blowing from a different direction: What was very popular ten years ago is now a shadowy existence. There are good reasons for this: In 2020, Nordex made a loss of around EUR 130 million, but at the same time was able to increase sales by more than 40%. Many new orders were added at the end of 2020, so the start into the current year has been successful. Nordex was also able to stabilize its margin due to a more profitable platform for new wind turbines.

The share is currently picking up speed again and heading for the high of over EUR 28 reached at the beginning of April. However, the price trend of the past weeks has shown that it could be difficult for the stock to advance to new price levels. Despite the still weak 2020 figures, the share has picked up momentum. The spirit of the times also seems to speak in favor of Nordex. However, investors must expect increased volatility. Nordex is not a sure-fire winner.


Author

Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

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.


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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.

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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.

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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.

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