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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%"


20. January 2021 | 10:21 CET

BYD, Kodiak Copper, Xpeng - then it will explode!

  • Copper
Photo credits: Kodiak Copper Corp.

The energy transition is in full swing. Month after month, electric manufacturers are posting new sales records. This development is just the beginning and will accelerate in the coming years. However, the demand for raw materials, which are urgently needed for industries such as e-mobility or renewable energies, will also accelerate. There is a threat of enormous shortages of several raw materials in the medium term. The result will be an extreme price explosion.

time to read: 2 minutes by Stefan Feulner
ISIN: CA50012K1066 , CNE100000296 , US98422D1054


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

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


Demand in all sectors

Whether wind turbines, solar collectors or power cables. Wherever electricity is produced and conducted, whether ecological or not, copper is found. According to the Wirtschaftsvereinigung Metalle, more than 200 kilometers of copper wire are used in a wind turbine generator alone. And 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 contain a staggering 183 pounds of copper. Experts estimate that by 2035, there will be at least 132 million electric cars on the world's roads.

Extreme mining

The green revolution is fueling copper demand. Experts predict that more copper will be mined in the next 25 years than in all of human history to date. But this is offset by another problem. Copper projects are scarce, and the pipeline of new projects is the lowest in a century. An interesting player in the copper market is the explorer Kodiak Copper from British Columbia. The 100% owned MPD project is located in the gate zone. It is surrounded by already producing mines such as Copper Mountain, Highland Valley and New Afton and therefore has an excellent infrastructure. In addition to the British Columbia project, Kodiak Copper maintains another copper project in Arizona with a similarly well-developed infrastructure.

Strong development

The extremely positive assay results in September were like a door opener for the Canadians. Kodiak reported the first results from hole MPD-20-004, which returned a high-grade central interval of 282 meters at 0.70% copper and 0.49 g/t gold (1.16% copper equivalent); this is one of the most impressive copper-gold intercepts from early-stage porphyry drilling in British Columbia. The results enabled a CAD 12.7 million private placement to be completed in October. As part of this placement, Tech Resources joined Kodiak Copper. For CAD 8 million, Tech Resources received a 9.9% stake. The Company plans a much more extensive exploration program in 2021.

Financing has already been secured for up to 30,000 meters of drilling and further geophysical and geochemical investigations, prospecting, and geotechnical studies. Following the successful drilling results, the share price shot up from CAD 0.50 to CAD 3.37 from September 2020, currently correcting to CAD 1.43. If the drilling results in 2021 are similarly successful, the share price should pick up speed again. Kodiak Copper should already be on the watch list of several of the majors.

Endless growth

BYD, a Company backed by Warren Buffet, also needs more copper. The Chinese automaker leads the patent ranking among Chinese new-energy vehicle makers with 9,426 patents, according to business data query platform Qichacha, Beijing Daily reported Monday. Chang'an Auto and BJEV ranked second and third, with 5,243 and 4,005 patents, respectively, Qichacha said. NIO ranked sixth with 1,677 patents but was number 1 among the electric car startups.

Off to Europe

Now that the Chinese electric car maker has established itself in China, it plans to expand to Europe. The first step is to be taken with the sale of the electric car only. According to media reports, Xpeng's management is too concerned about the large variety of brands in Europe's national markets to make a hasty decision on the exact targets. Therefore, it will probably take some time before Xpeng announces which European countries the e-car maker will specifically occupy. The Company has ruled out a move into the US and is concentrating on China and Europe.


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.


Related comments:

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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28. September 2021 | 12:04 CET | by Stefan Feulner

Nordex, GSP Resource, NIO - These are the election winners

  • Copper

Germany has voted, and the decision was very close. According to the leading candidates Scholz and Laschet, the government should be in place by Christmas at the latest. Whether it is a traffic light or Jamaica, the Greens will almost certainly be part of the coalition. As a result, this means that the energy transition and climate protection topic will be more in the focus of politics than ever before. The expansion of infrastructure topics such as energy, construction and transport promises growing sources of income and full order books for the companies concerned.

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23. September 2021 | 12:51 CET | by Carsten Mainitz

Kodiak Copper, Nordex, E.ON - It is not too late!

  • Copper

Certain framework conditions must be in place to successfully implement the energy transition and the roll-out of electromobility. First, sufficient electricity must be produced from renewable energies. Secondly, an efficient energy infrastructure must be established and thirdly, large quantities of relevant raw materials such as copper are required. The three companies below cover the central fields and should therefore be among the winners. Who is making the running?

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