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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".


16. September 2021 | 10:46 CET

BYD, Kainantu Resources, JinkoSolar: Investing in green technology

  • Electromobility
Photo credits: pixabay.com

Electromobility is on the rise and unstoppable. In July, a survey by E.ON showed that 66% of Germans could imagine buying an e-car. For around 70% of e-car sympathizers, climate protection is the most important argument in favor of an e-car. We highlight three stocks that can benefit from the trend toward more e-mobility.

time to read: 2 minutes by Nico Popp
ISIN: BYD CO. LTD H YC 1 | CNE100000296 , Kainantu Resources Ltd. | CA48301H1073 , JINKOSOLAR ADR/4 DL-00002 | US47759T1007


 

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: Everything here, actually

The BYD share is one of the high flyers on the stock exchange floor. On a one-year view, the value increased by more than 200%. In recent days, however, the price declined a little. What is the reason for this? The Company has stopped the IPO of its chip division BYD Semiconductor. The Company was supposed to go public in Shenzhen. In the meantime, it wants to make a new attempt, but Beijing's interventions around IPOs and expansion plans of powerful Chinese companies are causing unrest in the market. With BYD now suffering from the conditions alongside companies from the education sector and Alibaba and its fintech subsidiary Ant, nervousness is growing.

Still, investors can look on the bright side - after all, BYD has a chip division. These products are in short supply worldwide, and their scarcity is even curbing the production of many BYD competitors. Since BYD is also well positioned in terms of batteries and produces them itself, the Company appears comfortable. However, the valuation is already ambitious. BYD is a stock that investors can buy on weakness.

Kainantu Resources: Papua New Guinea as an emerging location

Closely linked to the boom in electric mobility is the steadily increasing demand for copper. Recently, media reports have been making the rounds according to which international mining companies are focusing on the Asia-Pacific region in developing new deposits. The reason for this is that production is falling in traditional mining regions. In this context, the shares of Kainantu Resources are considered interesting. The Company is developing gold-copper projects in Papua New Guinea and recently purchased additional land.

Kainantu is in the early stages of exploration and most recently took auger samples to discover gold deposits and further define both the KRL South and KRL North areas. In the process, it encountered a rock sample containing 40.13 g/t gold. Kainantu Resources' shares are currently valued at only about CAD 10 million. As the Company is well connected in Papua New Guinea and has an excellent connection to the government, the trend towards more exotic mining regions could positively affect the share.

JinkoSolar: How does the market interpret the numbers?

If you look at studies on the acceptance of electromobility, it is clear that those respondents who use a photovoltaic system themselves are particularly open to electric mobility. The synergies are obvious. Appropriate photovoltaic cells on the carport and the e-car are charged in a largely CO2-neutral manner. In the future, JinkoSolar modules have a good chance of being installed on many roofs in Germany and globally. Here, quality and efficiency are right. The figures published yesterday show exactly how the situation is at the Company. Even more important is how the share price reacts to the figures. If the level around EUR 40 in Germany holds, the share could continue to go up. If the figures are interpreted rather negatively, the value can also test the December low again.


Investments in renewable energy are challenging. Many companies make their profits only in the future. In addition, it is not clear whether the expected growth will materialize due to strong competition. In the case of BYD, the current China skepticism adds to the positive e-car fantasy. Kainantu Resources, on the other hand, is doing solidly. The micro-cap is moving forward step by step. However, the Company, which focuses on gold and copper, must be considered speculative given its early stage.


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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13. October 2021 | 10:16 CET | by Nico Popp

Rock Tech Lithium, Manganese X Energy, Daimler: E-mobility takes off on the stock market

  • Electromobility

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  • Electromobility

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EuroSports Global, Daimler, JinkoSolar - Eyes open!

  • Electromobility

Germany has voted. The new federal government is likely to attach great importance to the topics of renewable energies and electromobility. The mentioned areas have also gained weight internationally. With these three shares, investors can profit from the two megatrends. Who is the favorite?

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