Menu

Recent Interviews

Humphrey Hale, CEO, Managing Geologist, Carnavale Resources Ltd.

Humphrey Hale
CEO, Managing Geologist | Carnavale Resources Ltd.
Level 2, Suite 9 389 Oxford Street, WA 6016 Mount Hawthorn (AUS)

info@carnavaleresources.com

Interview Carnavale Resources: Good cards for long-term success


Bill Guy, Chairman, Theta Gold Mines Limited

Bill Guy
Chairman | Theta Gold Mines Limited
Level 35 (ServCorp), Intl Tower One 100 Barangaroo Ave, 2000 NSW Australia (AUS)

info@thetagoldmines.com

+61 2 8046 7584

Interview Theta Gold Mines: This team has already brought 20 mines into production


David Mason, Managing Director, CEO, NewPeak Metals Ltd.

David Mason
Managing Director, CEO | NewPeak Metals Ltd.
Level 27, 111 Eagle Street, QLD 4000 Brisbane (AU)

info@newpeak.com.au

+61 7 3303 0650

Interview New Peak Metals: Many chances for great success


04. February 2021 | 08:00 CET

BYD, Kodiak Copper, BMW: Investing in the future of mobility

  • Copper
Photo credits: pixabay.com

The pandemic most recently is showing us that people want to meet, exchange ideas, experience life. Mobility is one of the most important keys to this. As classic combustion engines are politically sidelined in the face of climate change and air pollution in cities, the importance of electromobility is growing. But those who want to invest in this trend are often faced with a dilemma. Shares such as Tesla or BYD are costly, while traditional manufacturers such as Volkswagen and BMW have other problems to contend with. And what about suppliers of the electromobility trend? We present three shares and analyze the opportunities: BYD, Kodiak Copper and BMW.

time to read: 3 minutes by Nico Popp


Nick Mather, CEO, SolGold PLC
"[...] We knew the world was rapidly electrifying and urbanising and needing significant amounts of copper to do so. [...]" Nick Mather, CEO, SolGold PLC

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 remains full of fantasy

The BYD share is one of the winners of the recent months and even days: The Chinese manufacturer transformed itself within a few years from a battery manufacturer to a carmaker in the exciting field of electromobility. Since China also has a dominant position in critical metals such as rare earths, BYD looks promising. Also, the Company has a vast sales market on its doorstep. Owners of electric cars in China's cities already enjoy significant advantages. Sometimes you have no choice but to buy an e-car if you want a vehicle that can be driven since the number of registrations for classic combustion vehicles is often limited.

BYD recently received an additional tailwind from the rumored interest in Tesla. The South Korean newspaper Chosun reported that the Company of serial founder and visionary Elon Musk wants to take over around 20% of BYD. The transaction is to be settled according to it, half over shares and the other half in cash. There are rumors around BYD about a spin-off in the battery division through an IPO, which would bring new funds into the Company's coffers and make it easier for the battery division to cooperate with other companies. As analysts estimate, this could be an essential step to expand manufacturing capacities and ultimately reduce the cost per battery. There is a lot of fantasy surrounding BYD's stock. However, the share price has already climbed to dizzying heights. Investors who want to follow electric mobility trends should not put all their eggs in one basket.

Kodiak Copper: At second glance, a flawless e-car share

A sound alternative to overhyped stocks could be the paper of Kodiak Copper. The Company is one of the shooting stars of the past year in the Canadian mining scene. The reason for this was positive drill results from the MPD project in the Canadian district of British Columbia. The property is located in the middle of a mining region - copper is mined in the area by, among others, Teck Resources. Mines in the area have produced an average of up to 350 million pounds of copper equivalent annually for years. Based on historical data, Kodiak launched two drilling programs in 2020 and made promising discoveries. In addition to high copper deposits, the results also indicated further exploration potential. To leverage this potential, 30,000 meters are to be drilled in 2021.

This prospect caused the share price to rise from CAD 0.50 to CAD 3.37 in 2020 - it is likely that many professionals now have the stock on their watch list. Since Kodiak also has an experienced management team and anchor shareholders such as Teck Resources, the stock looks solidly positioned. As copper plays a vital role in electric cars and their charging infrastructure, and as our industrialized world would be unthinkable without it, Kodiak Copper appears promising at the current level. The share has found a bottom and is also benefiting indirectly from the megatrend of electromobility.

BMW: Old economy with hope

There is a lot of room for improvement in electromobility, even for traditional manufacturers like BMW - at least when it comes to product quality and market share. Although things have been positive again for BMW since the summer of 2020, the Company remains burdened by the pandemic. The Company expects both car sales and earnings to decline significantly. However, there is a ray of hope in the electric division of all places: here, sales rose by more than 20% in the first nine months of the fiscal year - that gives hope. But does this make the BMW stock sexy?

If the stock stalks the EUR 80 mark, it could continue the positive trend of recent months. But one thing is certain: BMW will not be able to keep up with Tesla or BYD for a long time. However, the stock is certainly a candidate for the watch list.

The situation is similar for Kodiak Copper. The share seems to be stabilizing above the EUR 1 mark and has plenty of room to move upwards. Since the Company is tiny compared to BYD or BMW, the share price can also move quickly in extreme events. Anyone interested in the stock should monitor Kodiak Copper closely.


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:

18. June 2021 | 12:33 CET | by Armin Schulz

Kodiak Copper, Deutsche Telekom, Varta - What is going on in commodities?

  • Copper

The hype around wood lasted until May 25, after which the rally ended and the price consolidated by a whopping 40%. Gold was trading above USD 1,900 last week. In parallel to this article's writing, the price is below USD 1,800. A minus of about 5.5% within five days, and the industrial metal for electrification and copper, dropped by 8%. Currently, all factors speak for a further increase in commodity prices. Real interest rates are still negative, and inflation should also remain high. The Fed could not help calm the markets, although interest rate hikes were not announced until 2023. However, the Fed intends to continue its bond purchases. Consolidation can always occur after strong increases, and so we will see long-term rising commodity prices, especially for precious metals and copper.

Read

09. June 2021 | 10:55 CET | by André Will-Laudien

NIO, JinkoSolar, Siemens Energy, Nevada Copper - This is the copper sensation!

  • Copper

The copper shortage continues as demand is continuously increasing. The current slightly weakening copper price should not hide the general state of the market. Resources are scarce, procurement markets are depleted, and demand remains at a high level. Current trends in the economy are further exacerbating this situation. Modern electric vehicles use about three to four times as much copper as a conventional internal combustion vehicle. It should not be forgotten that the construction of the charging infrastructure also requires significant amounts of copper. New mines are not currently in sight, but there is news from Nevada.

Read

09. June 2021 | 10:41 CET | by André Will-Laudien

BYD, Nordex, Kodiak Copper: The green revolution!

  • Copper

They have not yet been seen in the state elections of Saxony-Anhalt! However, the political green wave in Germany is starting to warm up for the federal election. Consumers expect greater awareness of the Paris Climate Agreement with corresponding measures in our country, especially in Europe. Already today, this is getting investors to focus correctly on the issues of the future. In plain language, this means continued tax incentives of the highest magnitude for so-called "environmentally friendly technologies" that include solar plants and wind power, including, above all, battery-powered mobility and hybrid vehicles. We shed light on some of the favorite stocks.

Read