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Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG

Dr. Thomas Gutschlag
CEO | Deutsche Rohstoff AG
Q7, 24, 68161 Mannheim (D)

info@rohstoff.de

+49 621 490 817 0

Interview Deutsche Rohstoff AG: "We can imagine additional investments in the field of electromobility."


Steve Cope, President, CEO and Director, Silver Viper

Steve Cope
President, CEO and Director | Silver Viper
1055 W Hastings St Suite 1130, V6E 2E9 Vancouver (CAN)

info@silverviperminerals.com

+1-604-687-8566

Interview with Silver Viper: Future price drivers and takeover fantasy


Karim Nanji, CEO, Marble Financial

Karim Nanji
CEO | Marble Financial
1200-1166 Alberni Street, V6E 3Z3 Vancouver (CAN)

info@marblefinancial.ca

+1-604-336-0185

Interview with Marble Financial: Fintech innovator plans expansion into the US


04. March 2021 | 09:30 CET

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

  • Copper
Photo credits: pixabay.com

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!

time to read: 2 minutes by Carsten Mainitz


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

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

About the author


BYD CO LTD - World league: come to stay

Asian flagship BYD put in an impressive performance over the past 12 months, with its share price nearly doubling. In general, the rise of the high-tech Company, founded in 1995, has been impressive. While it used to be Asian names like Samsung or LG that stood out in the technology sector, today, one can find more and more Chinese companies in the top Group of individual industries. The Group is well-positioned in industries related to electronics, automobiles, and renewable energy.

Today, BYD is a leading manufacturer of New Energy Vehicles (NEVs) and offers a wide range of products. Yesterday, it was reported that BYD's electric vehicle partnership with ADL, a subsidiary of North American bus manufacturer NFI Group, successfully landed an attractive new order. First Bus ordered 22 e-buses from Tandem, which is solidifying itself as the leading manufacturer of electric buses in the UK.

BYD is undoubtedly an innovative growth Company and belongs in a well-diversified portfolio. The stock market value of the equivalent of EUR 74 billion and the 2021 P/E ratio is not too high compared to some other companies.

KODIAK COPPER CORP - favorable entry opportunity

The sharp rise in the red metal price last year triggered real price fireworks in Kodiak shares. From January to October 2020, the shares increased tenfold. A correction has been underway for several months now. The share price has slightly more than halved from the high in 2020, meaning the Company is currently valued at around CAD 70 million.

Kodiak's portfolio includes two exciting copper projects. Most recently, good drill results were released in February. The most advanced is the MPD copper-gold porphyry project in southern British Columbia, Canada. In the past year, the discovery of high-grade mineralization within a broad mineralization zone boosted the share price significantly.

The second site is the Mohave copper-molybdenum-silver porphyry project in Arizona. Nearby is the world-class Bagdad mine, owned by Freeport-McMoRan. An exploration program is expected to start at Mohave in the near future. The depressed price level invites investors to position themselves before the publication of the next results.

RWE AG - Analysts calculate an upside potential of 30%

RWE's core business is the production of electricity and electricity trading. In 2018, the DAX-listed Group once again raised its profile in a transaction with E.ON, in which extensive assets were swapped. RWE sold its subsidiary Innogy to its competitor from Essen and, in return, received the entire renewables business.

As one of the world's leading suppliers in the field of renewable energies, RWE intends to expand its market position further and invest massively in wind and solar energy, but also in storage technologies. In figures, the Group will invest around EUR 5 billion in Europe, North America and the Asia/Pacific region by 2022, including EUR 1 billion in Germany. As a result, the "Renewables" portfolio is to be expanded to more than 13 gigawatts. In addition, the Company has set itself an ambitious goal: climate neutrality by 2040.

At the beginning of the year, shares were quoted at EUR 38 and have corrected by almost 30% to the current price level of EUR 30. As a result, the Company is now valued at EUR 18.6 billion. A total of 27 analysts follow the stock, 20 of them coming to a "buy" assessment and an average target price of around EUR 40. This average target price corresponds to an upside potential of around 30%. On March 16, the Group will publish its figures for the past fiscal year.


Author

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

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:

12. April 2021 | 07:50 CET | by Nico Popp

NIO, Varta, Nevada Copper: Where the best opportunities lurk in the value chain

  • Copper

The theory around value creation is simple: the more a raw material is refined or processed, the greater the margin a company can ultimately achieve. While a kilo of Kobe beef fillet costs around EUR 400, a savvy chef will conjure up ten dishes from it and take in four-figure sums. There are many reasons to invest at the end of the value chain, but the risk also increases. If the chef cannot cook, he will not make sustainable sales even with the best ingredients. The situation is similar in the value chain around electromobility.

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07. April 2021 | 09:30 CET | by Carsten Mainitz

BYD, Kodiak Copper, Varta - Buying rate?

  • Copper

Electromobility, energy and digitalization are continuing as a trend. Even if some prices have run hot in the meantime, the current price consolidation offers tempting entry opportunities. With the three shares presented, investors can bet on different facets of the trend. Which stock offers the most significant potential?

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06. April 2021 | 10:22 CET | by André Will-Laudien

Sierra Growth, BYD, Ballard Power - Copper versus hydrogen!

  • Copper

Emission-free mobility - who will make the race? In the last 3 weeks, there have been strong movements in battery metals. Nickel almost doubled to USD 19,500 within 12 months, followed by a correction to USD 16,000 in April. Copper fared better. Here the price fell back from USD 9,500 to USD 8,750. However, the gain over the year for both metals is still just under 100%. In the first quarter of 2021, there was a jolt in the development towards e-mobility because VW blew the big attack against Tesla. After all, VW sells 10 times more cars than its Californian competitor, and now the battle for electric customers is really getting underway...

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