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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".


John Jeffrey, CEO, Saturn Oil + Gas Inc.

John Jeffrey
CEO | Saturn Oil + Gas Inc.
Suite 1000 - 207 9 Ave SW, T2P 1K3 Calgary (CAN)

info@saturnoil.com

+1-587-392-7900

Saturn Oil + Gas CEO John Jeffrey: "Acquisition has increased production by 2,000%"


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
ISIN: CNE100000296 , CA50012K1066 , DE0007037129


Matthew Salthouse, CEO, Kainantu Resources
"[...] We have a clear strategy for neutralizing sovereign risk in Papua New Guinea. [...]" Matthew Salthouse, CEO, Kainantu Resources

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:

30. July 2021 | 11:21 CET | by Carsten Mainitz

First Majestic Silver, Kodiak Copper, Orocobre - Metals for e-mobility offer great growth potential

  • Copper

Tesla, NIO and Polestar, the pioneers of e-mobility. But the global climate crisis and the realization that it can only be combated with the help of a consistent reduction in greenhouse gases has also led traditional car manufacturers to realize that alternative drive concepts are necessary, not least as a result of legal requirements. Electromobility has currently established itself as the most promising option. Manufacturers are now hastily trying to steer their product development in this direction and are making announcements about the end of the internal combustion engine: Jaguar wants to phase out the engine by 2025. Fiat, Volvo and Ford have announced the end of the engine by 2030. VW has set the period between 2033 and 2035 as its target, at least for Europe, and Audi wants to phase out entirely by then. Mercedes also has a similar date in mind. However, all e-cars have one thing in common: they are very hungry for raw materials. An e-car requires about four times as much copper as a combustion engine. Consumption of gold and silver (onboard electronics) and lithium (batteries) will also increase significantly.

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21. July 2021 | 12:49 CET | by Armin Schulz

QMines, Varta, Siemens Energy - Who benefits from the copper shortage?

  • Copper

The copper price has moved significantly upwards over the past year. On the one hand, this is due to the increasing demand caused by sustainability topics such as renewable energies, e-mobility and global electrification. On the other hand, the metal has become scarce. Whereas 60 profitable copper projects were launched in 2008, only 36 were established in 2020, and this with declining mining values. In 2015 0.65% copper per ton was still being mined; this value will fall to 0.55% by 2025. Existing large copper mines will also need billions in the coming years to maintain their production levels. These additional costs will be passed on to consumers. Today we highlight three companies that either produce or need copper.

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20. July 2021 | 12:38 CET | by André Will-Laudien

BYD, Volkswagen, Kodiak Copper: The 1000 Dollar Correction!

  • Copper

The copper price had reached its interim high in May 2021 at around USD 10,500. Since then, we have seen a standard consolidation of 10-15%, which is not an unusual occurrence in an uptrend. The increase since the beginning of 2020 is over 100%. Copper mines have been able to post multiple performances in the same period, and the recent correction was accordingly somewhat higher. For many market participants, however, the medium-term scenario for the industrial metal is set. Since the political closing of ranks on e-mobility, demand for copper and battery metals has shot through the roof. Mine operators worldwide are alarmed; the currently recoverable capacities cover just 85% of the demand from 2022. Who can close the gap?

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