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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".


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


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:

14. October 2021 | 13:55 CET | by André Will-Laudien

Varta, Standard Lithium, Sierra Grande Minerals, Nordex - The next hype rolls in!

  • Copper

In Germany, politics is becoming significantly greener! But what do the mobility concepts of the climate protectors look like? In addition to the publicly demanded reduction of unnecessary business flights, the bicycle would also be an alternative for 30-kilometer journeys. Fossil energy has already become 50% more expensive in 2021, and gas prices are going through the roof. There is still a high demand for energy in Germany because we are currently buying cheap nuclear power abroad. This is how it can go when a botched energy policy is associated with climate protection goals. No matter how things go, the world needs copper for modern technologies, and this raw material, along with lithium and other critical metals, is just terribly scarce. How are the typical industry players doing?

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NEL, GSP Resource, China Evergrande: How to find the doublers

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Speculative investments are the salt in the soup on the stock market. Of course, those who rely on ETFs and funds over the long term via a savings plan can already do a lot better than the vast majority of savers. However, those who develop a good knack for speculative individual stocks can give their portfolio a growth kick. Even if many newcomers to the stock market can hardly believe it: 100% and more is possible. Using three stocks as examples, we explain what is important and what is not a good prerequisite for investment.

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28. September 2021 | 14:06 CET | by André Will-Laudien

BYD, Fisker, Kodiak Copper, Varta: Nothing works without Copper!

  • Copper

Electromobility is becoming increasingly crucial for the energy transition in transportation. And with it the research, development and production of drives, batteries and components. In addition to electricity storage, however, vehicle cabling and the assembly of e-components are also coming to the fore. Today, an electric vehicle requires three to four times the amount of copper as it did 20 years ago, plus the demand in industrial manufacturing processes. The earth's deposits are exhaustible, and copper, in particular, is pretty much on the edge. A spot price of just under USD 10,000 per kilo clearly shows how the markets are processing this situation. Rising prices!

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