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Dirk Harbecke, Executive Chairman, RockTech Lithium Inc.

Dirk Harbecke
Executive Chairman | RockTech Lithium Inc.
600 – 777 Hornby Street, V6Z 1S4 Vancouver (CAN)

info@rocktechlithium.com

Rock Tech Lithium: Where Canadian Mining Meets German Engineering


Andrew Davidson, CEO, Royal Helium Limited

Andrew Davidson
CEO | Royal Helium Limited
224, 4th Avenue South, S7K 5M5 Saskatoon (CAN)

davidson@royalheliumltd.com

+1 (306) 281-9104

Royal Helium CEO Andrew Davidson on NASA, SpaceX and the path to dynamic growth


Craig Taylor, CEO, Defense Metals

Craig Taylor
CEO | Defense Metals
605-815 Hornby St., V6Z 1T9 Vancouver (CAN)

craig@defensemetals.com

+1 (778) 994 8072

Milestones, ESG as an USP and the new openness of policy toward rare earths outside China - Defense Metals provides backgrounds


15. February 2021 | 10:25 CET

BYD, Kodiak Copper, Geely - the clock is ticking!

  • Copper
Photo credits: pixabay.com

Electromobility is still at the beginning of its development. The demand for vehicles powered by electricity will explode in the coming years. However, this will also increase the need for the necessary raw materials. There is a threat of extreme shortages of some goods. Experts predict that more copper will be mined in the next 25 years than in humankind's entire history to date. The copper price is shooting from high to high at the moment. Take advantage of a trend that is sure to continue to gain momentum, driven by new technologies.

time to read: 3 minutes by Stefan Feulner


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

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


Urgent need

The new energies are in desperate need of copper. Wherever electricity is produced and transmitted, copper is found. The energy transition is fueling the high demand for the red metal. While cars with internal combustion engines contain 18-49 pounds of copper, hybrid electric vehicles contain about 85 pounds. Battery electric vehicles bring it up to an incredible 183 pounds of copper. However, the problem is that there are relatively few copper projects at the moment.

One up-and-coming player in the copper market is British Columbia-based explorer Kodiak Copper. The 100% owned MPD project is located in the Quesnel Trough, surrounded by already producing mines like Copper Mountain, Highland Valley and New Afton and therefore has an excellent infrastructure. In addition to the British Columbia project, Kodiak Copper has another copper project in Arizona with excellent infrastructure.

Promising plan

A lot will happen at Kodiak Copper in 2021. It will start as early as mid-February. Here, the results of the remaining 5 drill holes from the 2020-program are eagerly awaited. The Company completed last year's program at the end of December in the Gate Zone with 9 drill holes and a total of 6,698 meters of drilling. The initial assay results received in September were nothing short of groundbreaking. If the remaining results are similarly positive, the market should also reward this.

Following the latest results in the fall, Kodiak Copper welcomed Tech Resources as a new major shareholder in a CAD 12.7 million private placement. Canada's largest copper producer now owns 9.3% of Kodiak. With a total of CAD 14 million in cash, an extremely ambitious target has been set for 2021. The Canadians plan to spend the funds on a whopping 30,000 meters of drilling as well as further geophysical and geochemical surveys, prospecting and geotechnical studies. They are also planning further exploration at the Mohave copper-gold porphyry project in Arizona in the second half of the year.

The clock is ticking

After the share price exploded to over CAD 3.35 following the first successful results, a consolidation occurred. At the moment, the volume in the share is increasing again. The share price is currently quoted at CAD 1.85, still below the private placement level, which took place at CAD 1.95. If positive results regarding the remaining 2020 wells are announced this week or next, the share price should continue to trend firmer. In the long term, Kodiak is well-positioned, firstly because of its promising projects and secondly because of its exciting shareholder structure. The electric car manufacturer BYD is also well positioned.

The Chinese Company counts none other than investor legend Warren Buffett and his Company Berkshire Hathaway among its shareholders. Now it is known that Buffett is one of the winners of the electric car revolution. In addition to BYD, Berkshire Hathaway also owns shares in General Motors. Buffett's Company has made a USD 6 billion profit on the two stocks in less than five months. Whether the "Build Your Dreams" story continues in 2021 will be exciting.

Tesla is well ahead in electric car sales, with 500,000 vehicles delivered in 2020. In second place is the Chinese group SAIC, which sold 250,000 electric cars last year. VW in third place more than tripled the number of pure electric vehicles sold in 2020 to 213,600. Hyundai follows behind with 178,000 pure electric cars sold and BYD with 131,000 e-car sales.

Slowing momentum

If we look at the competition's delivery figures for 2021, we can see that the growth momentum is slowing. Chinese automaker Geely Automobile, for example, sold a total of 56,326 vehicles. Although this represents an increase of 40% compared to the same period last year, sales only grew by around 1% compared to the previous month, when Geely sold 154,202 units. Geely aims to sell 1,530,000 vehicles in fiscal 2021, representing a growth of approximately 16% compared to the total sales achieved in 2020.


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.


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04. March 2021 | 09:30 CET | by Carsten Mainitz

BYD, Kodiak Copper, RWE - Quick profits: Use consolidation to enter!

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The need for a secure supply of energy that is available at all times is growing as digitization and electrification advance. Many building blocks have to fit together before an electric motor can run. Raw materials such as copper are at the very beginning of the value chain. This industrial metal has excellent conductivity and is therefore linked to various facets of electromobility and power generation. Position yourself correctly ahead of the next growth spurt!

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26. February 2021 | 08:33 CET | by Carsten Mainitz

Varta, Nevada Copper, Xiaomi - Electromobility & Innovation: Power duo for rising share prices!

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The electromobility sector is said to have bright prospects. Closely linked to this is the question of intelligent and efficient forms of energy storage. Innovations are often the deciding factor in leaving competitors behind and generating higher margins and profits. One should not forget the "ingredients" for success, these being raw materials such as copper. We present three power stocks for your portfolio.

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16. February 2021 | 12:53 CET | by André Will-Laudien

Nevada Copper, BYD, Varta: Now it's getting hot!

  • Copper

According to 2020 research from IDTechEx, the introduction of electric traction motors in road vehicles will lead to a significant increase in copper demand over the next 10 years. The study, commissioned by the International Copper Association (ICA), shows that by 2030, more than 250,000 tons of copper per year will be used as part of the windings in on-road electric traction motors. The current increase in copper demand follows the development of the global automotive market. Pure battery-electric cars are expected to gain the most market share at the expense of internal combustion engines and hybrid vehicles. Copper investments, therefore, remain the first choice!

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