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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".


23. September 2021 | 12:29 CET

BYD, Nel, Defense Metals: In which direction is it going?

  • RareEarths
Photo credits: pixabay.com

After the significant setback on Monday, the stock markets are looking for a direction. Individual stocks have held up well in recent days. Among these is Nel. The hydrogen specialist was even able to gain on Monday. That was not the case with BYD, but the shares of the Chinese car manufacturer are holding up surprisingly well given the crisis surrounding the Evergrande real estate group and the regulatory fury of the Chinese government. In addition, there are positive reports from the Company. Defense Metals also has positive news to report. Initial drilling results exceed expectations. All three shares are benefiting from the trend towards alternative drives.

time to read: 2 minutes by Fabian Lorenz
ISIN: BYD CO. LTD H YC 1 | CNE100000296 , NEL ASA NK-_20 | NO0010081235 , DEFENSE METALS CORP. | CA2446331035


 

Author

Fabian Lorenz

For more than twenty years, the Cologne native has been intensively involved with the stock market, both professionally and privately. He is particularly passionate about national and international small and micro caps.

About the author


Defense Metals: First drilling results exceed expectations

Rare earths are present in almost all new technologies, such as smartphones and electric cars. Demand is correspondingly high. In addition, nearly all mining areas are located in China. Therefore, the strategic interest in deposits outside China is exceptionally high. Defense Metals owns proven rare earths - and beyond that, diamonds - at its 17 sq km Wicheeda Rare Earth Project. Now the Company has given an update on the current drill intercept. And it is positive. The program is progressing on schedule and is currently in its 4th hole, with over 750 meters drilled to date. Drill hole WI21-33 (350az/-80o) was used to explore the northern zone of the rare earth deposit. There, visible rare earth mineralized carbonatite was encountered to a depth of 220 meters. It confirms that the extension of the Wicheeda rare earth deposit to the north is possible.

Craig Taylor, CEO of Defense Metals, stated, "Defense Metals is extremely pleased that not only are we making steady progress towards completing our 2021 resource expansion and delineation drilling program, but that our first hole exceeds our expectations for visual evidence of rare earth mineralization, and is the longest carbonatite intercept drilled on the project to date. It reinforces our belief in the significant expansion potential of the Wicheeda rare earth deposit." The Wicheeda project has Indicated Mineral Resources of 4,890,000 tonnes averaging 3.02% LREO (Light Rare Earth Elements) and Inferred Mineral Resources of 12,100,000 tonnes averaging 2.90% LREO.

BYD: New models and high demand

At the Advanced Clean Transportation Expo (ACT Expo) in the US state of California, automakers are showcasing their latest innovations in connected vehicles and alternative powertrains. So is BYD. The Chinese top dog has unveiled two new electric trucks: the Gen 3 8TT and the 6F. Both were designed by former Audi chief designer Wolfgang Josef Egger. The vehicles can be charged with up to 185 kW. BYD is thus expanding its already very broad product range, which includes batteries, cars, buses and trucks. The current models also seem to convince customers. BYD is pleased about the high demand in China. In August 2021, the Company sold 61,400 electric vehicles in its home market. That is an increase of around 290% and thus a fourfold increase compared to the same month last year.

Nel about to bottom out?

After the hype at the beginning of the year, hydrogen stocks have been quiet. Yet, the technology remains an essential building block on the road to clean energy production and use. This applies to both the EU and the USA. In the EU alone, the market volume of the hydrogen industry is estimated at around EUR 85 billion in 2030. Norway's Nel ASA, as the world's largest electrolyzer producer, should benefit from this. But in recent months, the share only knew the way down, and the latest quarterly figures were also subdued. But in the recent mini-crash, the Nel share suddenly surprised with relative strength. On Monday, it went up by around 3%. After a breather on Tuesday, the share then stood at around EUR 1.305 on Wednesday - another daily gain of about 3%. A bottoming out could be indicated here.


Even if the stock markets are currently looking for a direction, BYD and Defense Metals convince with positive news. At Nel, this is a long time coming, but the attempt at bottoming out gives hope. All three companies are active in sectors with attractive long-term prospects.


Author

Fabian Lorenz

For more than twenty years, the Cologne native has been intensively involved with the stock market, both professionally and privately. He is particularly passionate about national and international small and micro caps.

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:

18. October 2021 | 13:05 CET | by Carsten Mainitz

Defense Metals, Nordex, Varta - These are the reasons for the rising prices!

  • RareEarths

Rare earths are indispensable for the production of laptops, cell phones, electric motors and wind turbines. However, their extraction is complicated, which is why the supply is also relatively low. The EU has classified many of these metals as critical with regard to their availability given their great importance for many industries, also because of China's dominance as the largest supplier. Efforts to build rare earth mines outside China are proceeding at full speed.

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  • RareEarths

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  • RareEarths

Lithium has become one of the most important metals in electromobility. Where all this lithium will come from is critical, as the logic behind electromobility is to generate more sustainable technologies. For more climate protection, mining companies must also fit into a sustainable concept. Lithium extraction should therefore follow high environmental standards and take place in an appropriate economic and social context. But beware: the overall market has recently stopped following every battle cry. Separating the wheat from the chaff is becoming a portfolio challenge!

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