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Ryan Jackson, CEO, Newlox Gold Ventures Corp.

Ryan Jackson
CEO | Newlox Gold Ventures Corp.
60 Laurie Crescent, V7S 1B7 West Vancouver (CAN)

info@newloxgold.com

+1 778 738 0546

Newlox CEO Ryan Jackson on building a green gold producer with a rapid growth trajectory


Nick Mather, CEO, SolGold PLC

Nick Mather
CEO | SolGold PLC
1 King Street, EC2V 8AU London (GB)

emichael@solgold.com.au

+44 20 3823 2125

SolGold CEO Nick Mather on building a major gold and copper mining company


Jared Scharf, CEO, Desert Gold Ventures Inc.

Jared Scharf
CEO | Desert Gold Ventures Inc.
4770 72nd St,, V4K 3N3 Delta (CAN)

jared.scharf@desertgold.ca

Desert Gold Ventures CEO Jared Scharf on West Africa and its potential


28. October 2020 | 09:38 CET

BYD, Defense Metals, VW - the next boom after hydrogen!

  • Rare Earth Elements
Photo credits: pixabay.com

Tesla wants to break the sound barrier of one million vehicles with delivery in 2021. The biggest competitor from China, BYD, has at least as ambitious goals and is rushing from record to record with its new model, Han. Even German car manufacturers like VW have awoken from their deep sleep and now find electric cars sexy. The production of rechargeable batteries is increasing rapidly, but so is the demand for the necessary materials. Surpluses in demand, supply bottlenecks, and exploding prices are threatening.

time to read: 2 minutes by Stefan Feulner


 

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


Demand not to cover

The situation is dramatic with the scarcity of "rare earth". Permanent magnets for electric motors are produced based on rare earth metals. In ten years, the experts at Adamas Intelligence predict that the demand for rare earth oxides for use in magnets will increase from the current USD 2.98 billion to USD 15.65 billion. The analysts of Adamas Intelligence see by far the most significant demand for magnetic rare earth such as neodymium, praseodymium, dysprosium, and terbium.

Almost 80% of rare earth metals are produced in China. The trade conflict between the USA and China is still ongoing and is not likely to calm down after the possible re-election of Donald Trump. As early as 2019, the Middle Kingdom threatened to stop exporting rare earth metals to the USA. Alternatives ex-China are therefore needed here as quickly as possible.

Current production capacities too low

The short-term view of a period of three to five years is incredibly critical. The reason being, the demand for rare earth is exploding to such an extent that production capacities, which are already insufficient today, are likely to collapse. Enormous investments in the mining industry are needed here to increase supply.

Well-positioned

The Canadian mineral exploration Company Defense Metals can already point to tangible successes in this area. Founded in 2016, the Company focuses on the acquisition of mineral deposits containing metals and elements used in the production of renewable energy technologies, such as rare earth magnets.

The main focus is on the Wicheeda project in the province of British Columbia. According to the Company, the mineral resources are 4.9 million tonnes at an average grade of 3.02% LREO (light rare earth metals), and inferred mineral resources are 12.1 million tonnes at an average grade of 2.90% LREO.

Unique positioning

About four weeks ago, the Company received the final report of the study, which was prepared by SGS, the world's leading inspection, verification, testing, and certification Company. Craig Taylor, CEO of Defense Metals commented: "The success of the flotation pilot and 1,200 kilograms of high-grade REE concentrate produced places Defense Metals and the Wicheeda REE deposit among rare company and opens the door to future hydrometallurgical pilot trials at SGS, with the ultimate goal of producing a Nd-Pr oxide product stream."

Defense Metals is at the beginning of a success story. At the moment the market capitalization is a mere EUR 6.00 million. An entry into the stock would be a bet on the future. However, if you see the exponentially growing demand for electric vehicles, you can't ignore the producers of the raw materials.


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:

11. November 2020 | 14:15 CET | by Nico Popp

Tesla, Defense Metals, HelloFresh: Who makes a 468% return?

  • Rare Earth Elements

When Tesla advertised its electric sports car around 10 years ago and let journalists drive the chic little vehicle around Germany, the Company was a highly speculative affair. The electric pioneers now have various vehicles on offer and are market leaders in their field. But that does not stop the share from making huge profits: The Tesla share climbed by almost 470% within the past twelve months.

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09. November 2020 | 10:50 CET | by Stefan Feulner

BioNTech, Defense Metals, Bayer: Earn money countercyclically

  • Rare Earth Elements

It is complete. After a tense struggle and four days of counting votes, Joe Biden is declared the 46th President of the United States of America. So the Twitter tirades of the defeated Donald Trump should be history. The traces Trump left behind during his four-year reign, however, are likely to keep the government busy for some time to come. Some things, such as the withdrawal from the climate agreement, can be quickly repaired. Biden will carefully weigh up what is "in" and what is "out" on different points of the "America First" program imposed by the predecessor.

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06. October 2020 | 09:13 CET | by Stefan Feulner

VW, Rock Tech Lithium, Defense Metals, Tesla - scarcity causes price explosion!

  • Rare Earth Elements

The growth market of electric mobility will continue to pick up speed in the coming years. According to a study, the forecast number of new registrations of electric cars and plug-in hybrids will be 10.3 million cars in 2020, triple by 2025, and rise to almost 55 million units by 2030. The winners of this trend are primarily car manufacturers such as Tesla, VW, and BMW. There are highly exciting companies in the ranks of suppliers and producers that are profiting exponentially from the boom trends - both in terms of corporate profits and share price performance.

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