Menu

Recent Interviews

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%"


16. March 2021 | 07:08 CET

BYD, Almonty Industries, Varta: Comebacks and insider tips

  • Commodities
Photo credits: pixabay.com

Shares related to electromobility and hydrogen have recently shown that trees do not grow to the sky on the stock market. Many a stock that was highly praised just months ago has since lost half its value. At the same time, however, it is clear that the trend toward new drive technologies will continue. In the fourth quarter of 2020, around one-fifth of newly registered vehicles in Germany were hybrids and pure electric cars. Reason enough to look at stocks that could still have potential now.

time to read: 3 minutes by Nico Popp
ISIN: CNE100000296 , CA0203981034 , DE000A0TGJ55


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


BYD: Solid Company, speculative stock

BYD has been popular with investors for years. The former battery maker began years ago by initially electrifying smaller vehicles and public transportation. Thanks to a steep learning curve, the Chinese now have several electric cars on offer and have long since become more than a battery manufacturer. This market position is convincing more and more shareholders. The Company increasingly wants to sell its batteries to other manufacturers and thus promises lower unit costs.

Even though the share price has fallen in recent weeks, BYD's strategy is paying off. After a loss of around 25% in one month, the share is more attractive in Germany than at the end of January, just above the EUR 20 mark. Although the next few trading days are likely to remain volatile, BYD's record chase could continue. However, prices below EUR 18 would be a warning signal. The share remains a hot topic.

Almonty Industries: Tungsten producer with molybdenum fantasy

Almonty Industries is also a hot stock in the best sense. In the past 3 months, the tungsten producer has posted a return of almost 80% - with no sign of market weakness. Almonty already operates two tungsten mines in Portugal and Spain. We know tungsten from the filament in classic light bulbs. But the industrial metal is also needed for electromobility. Almonty is currently in the process of bringing its tungsten mine in South Korea into production - permits and financing are already in place. This mine is set to become the largest tungsten mine outside China and should make a significant contribution to the Western world's independence from the giant empire.

But the Sangdong project in South Korea offers more than just tungsten. In April, the Company plans to confirm existing historical data as part of a newly launched 12,500-meter drilling program. The goal here is to find and develop the high-grade molybdenum deposits suspected there. Almonty is already talking about the opportunity for a world-class molybdenum project on par with the tungsten mine. Molybdenum is used to harden steel and is also used in catalytic converters and solar cells. Molybdenum is also a topic around medical technology imaging processes. The Almonty share has already made substantial gains. However, the less than EUR 150 million market capitalization could still be too low given the various projects and prospects.

Is the Varta share running out of juice?

On the other hand, the Varta share is relatively too highly valued. Varta is a German Company that excels in high-quality rechargeable batteries and battery cells. Whether in headphones or hearing aids, with battery cells from Varta, the music always plays a little longer than with the competition. Last summer, electric car fantasies also flared up around Varta. Even subsidies were raised and the share took off dynamically.

But meanwhile, there is not so much euphoria left. On a one-month horizon, the share has lost more than 25%. Although a return of 108% remains on an annual basis, the excesses of the beginning of 2021, when the share price surged to over EUR 175, are a deterrent signal that shows a lot of speculation here! The investment story around Varta is interesting, but the Company must first assert itself against the competition from Asia. Here, companies like BYD could be ahead of the game.

Reducing complexity in the portfolio with commodity investments

Investors who want to stay out of technical issues should instead focus on commodity producers that are in demand. The list of attractive raw materials that benefit from electromobility is long: copper, silver, tungsten, molybdenum or rare earths. The small producer Almonty Industries has two of these sought-after metals in the ground and is already mining tungsten. The share could therefore be an interesting second-tier pick.


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.


Related comments:

30. July 2021 | 12:36 CET | by Nico Popp

Newmont, White Metal Resources, Volkswagen: This is where the future is traded

  • Commodities

New, "green" trends are turning the raw materials market upside down. The boom in electric mobility means that we need more copper. Other industrial metals are also in demand. Precious metals, such as silver, are moving into focus because of the growing demand for solar and photovoltaic systems. At the same time, central banks around the globe remain relaxed despite rising inflation - this could be water on the mills of gold. We present three stocks and evaluate their opportunities.

Read

29. July 2021 | 11:08 CET | by Stefan Feulner

JinkoSolar, Carnavale Resources, BASF - Beware of shortages!

  • Commodities

The change from fossil fuels to renewable energy sources due to climate change means that raw materials such as copper, lithium and nickel are increasingly in demand. The increasing demand due to new economic sectors such as wind power, electromobility or photovoltaics is offset by an extremely scarce supply. The result is sharply rising prices and an expected shortage in the coming years. In addition, the trade conflict with China is visibly worsening the shortage. The primary beneficiaries of this dilemma are commodity producers who can at least partially cover the supply deficit outside the Middle Kingdom.

Read

28. July 2021 | 13:42 CET | by Stefan Feulner

Commerzbank, Aztec Minerals, MorphoSys - Save yourself!

  • Commodities

The fear of rapidly rising interest rates was taken away from investors at the past meetings of the central banks. In addition to the ECB's change in monetary policy strategy, where the inflation target of "below or close to 2%" was set aside, the Federal Reserve is blithely continuing its money printing. Despite a 5.4% increase in prices in June, US monetary watchdogs continue to focus on a growing economy and a robust labor market and continue to hold off on a monetary policy response. These hesitant measures put financial stability at risk - the best conditions for investment in precious metals.

Read