Menu

Recent Interviews

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".


05. July 2021 | 12:08 CET

BYD, Kodiak Copper, Varta: E-car investments - here is how investors reduce risks

  • Copper
Photo credits: pixabay.com

Copper is the metal of the past fifteen months. Why? Quotations stabilized early on after the Corona Crash. At first, only industry insiders took notice of this relative strength. But it was the starting signal for a copper rally, unlike anything the industrial metal has seen in a long time. From the low in 2020 to the high in 2021, copper has climbed by almost 140%. Which trends are responsible for this, and how investors can invest.

time to read: 3 minutes by Nico Popp
ISIN: BYD CO. LTD H YC 1 | CNE100000296 , KODIAK COPPER CORP. | CA50012K1066 , VARTA AG O.N. | DE000A0TGJ55


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: Perfectly positioned, but...

Copper is primarily an industrial metal. Whenever more steel is used, the price of copper also rises. However, copper is now also a future metal: there is around three times more copper in electric cars than in classic combustion engines. Even the charging infrastructure cannot do without the metal with the distinctive color. It is no wonder, then, that the surge in shares such as those of the Chinese electric car manufacturer BYD has also boosted copper. BYD climbed by a whopping 251% in the past twelve months. Most recently, the share price has again risen like clockwork. But what is the reason for this?

More and more market participants recognize BYD's outstanding market position. In addition to its battery production, the Company also has its chip division. While giants like Volkswagen could first expand their supply chains in this direction and seek investments around promising suppliers, BYD already has everything a modern automaker needs. The vehicles are also convincing, and some can already drive over 1,000 kilometers on one charge. The downside of this promising market position is the already ambitious valuation - the market has generously distributed advance praise in recent months. As a result, the share is therefore no longer inexpensive.

Kodiak Copper: Operational success, wait and see approach

The situation is different for Kodiak Copper. The Canadian Company is best known for its MPD copper-gold project in the Canadian district of British Columbia. Over the past year, drill results are causing the stock to rise like a phoenix from the ashes. The rally took the stock from CAD 0.50 to CAD 3. The Company then raised fresh capital, and the stock stabilized above the CAD 1.50 level. Kodiak also made progress operationally: in addition to further encouraging drill results, such as a 213-meter intercept with grades of 0.65% copper, the Company purchased an adjacent property that is also believed to contain promising deposits of copper and gold. Kodiak thus has 14,716 hectares of project area. The new property is also accessible year-round via roads and connects to locally existing infrastructure.

Already several times this year, Kodiak Copper's share price twitched upwards and scratched the CAD 2 mark in Canada. Currently, the value has come back again. Investors who want to invest in high-growth companies instead of commodity multinationals can take a closer look at the value. Even with small capital investment, investors have a foot in the door and can profit from the dynamics of a speculative small-cap from the copper sector. In order to limit the risk, it is advisable to orientate oneself on the previous price trend. In 2021, the value never traded below CAD 1.38. Kodiak Copper should be solidly supported here.

Varta: Batteries "Made in Germany" as a success story?

Much better known than Kodiak Copper is the share of Varta. The battery manufacturer is primarily known for its high-performance button cells. At the end of the year, Varta also wants to take the plunge with batteries for electric cars and is planning pilot production. Since many German carmakers are looking for partners in this area and batteries "Made in Germany" are also likely to be in demand among customers, the story is highly traded on the stock market. But the euphoria is already fading - investors have realized that Varta will not become a German BYD. It is not clear whether the Company is competitive - after all, the Asians have been building e-car batteries for quite some time. Investors are well-advised to wait and see.


Better to invest at the beginning of the value chain: While BYD is already expensive and Varta's success somewhat uncertain, Kodiak Copper's stock could be a good compromise. The Company has already made a name for itself on the scene but is still moderately valued at around EUR 50 million. In addition, Kodiak is likely to benefit from the boom in electric mobility regardless of whether Varta's batteries or BYD's ultimately win the race. Especially when industries are still developing, investing at the beginning of the value chain makes sense.


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:

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?

Read

04. October 2021 | 10:06 CET | by Nico Popp

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

  • Copper

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.

Read

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!

Read