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Humphrey Hale, CEO, Managing Geologist, Carnavale Resources Ltd.

Humphrey Hale
CEO, Managing Geologist | Carnavale Resources Ltd.
Level 2, Suite 9 389 Oxford Street, WA 6016 Mount Hawthorn (AUS)

info@carnavaleresources.com

Interview Carnavale Resources: Good cards for long-term success


Bill Guy, Chairman, Theta Gold Mines Limited

Bill Guy
Chairman | Theta Gold Mines Limited
Level 35 (ServCorp), Intl Tower One 100 Barangaroo Ave, 2000 NSW Australia (AUS)

info@thetagoldmines.com

+61 2 8046 7584

Interview Theta Gold Mines: This team has already brought 20 mines into production


David Mason, Managing Director, CEO, NewPeak Metals Ltd.

David Mason
Managing Director, CEO | NewPeak Metals Ltd.
Level 27, 111 Eagle Street, QLD 4000 Brisbane (AU)

info@newpeak.com.au

+61 7 3303 0650

Interview New Peak Metals: Many chances for great success


21. May 2021 | 09:28 CET

BYD, Nevada Copper, AT&T - Nothing works without copper

  • Copper
Photo credits: pixabay.com

More and more people worldwide have access to electricity. The electrification of the world is progressing and this requires copper - the non-precious metal that conducts electricity best. Copper was one of the most widely used industrial metals even before the advent of renewable energies and e-mobility. It is found in consumer goods such as air conditioners, telephones and everything around power grids. Increased sales of e-cars are also increasing demand for the "red gold" here, as more copper is needed for these than in conventional passenger cars. Added to this is the charging infrastructure for e-cars, which still has to be built nationwide. Demand will certainly not decrease, but since the supply is not growing at the same time, rising prices are the result.

time to read: 3 minutes by Armin Schulz


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

Armin Schulz

Born in Mönchengladbach, he studied business administration in the Netherlands. In the course of his studies he came into contact with the stock exchange for the first time. He has more than 25 years of experience in stock market business.

About the author


BYD

The Chinese economy is booming, which can also be seen in BYD's sales figures for e-cars. In April, 25,662 vehicles were sold, exceeding the excellent result from March. Most recently, the 1,000,000th e-car also rolled off the production line - a milestone in the history of the Company. Sales activities are now to be driven forward in Europe as well.

What many people do not know is that the Company sells not only e-cars but also e-buses and cars with combustion engines. It started as a battery producer and wants to develop a zero-emissions energy ecosystem. Electricity is to be generated via solar energy, which can be temporarily stored in appropriate electricity storage systems and called up as needed.

The vision and growth are great, but the share has lost more than 50% since January. Despite the much better sales figures, the profit in the first quarter fell by 71% compared to the fourth quarter of 2020. On the one hand, the reasons are the rising raw material prices such as copper and on the other hand more and more competition in the e-mobility market. In addition, the spin-off of the Semiconductor division may have prompted some investors to sell. Those who want to bet on e-mobility in the long term can open an initial position but must be able to withstand possible downward price fluctuations.

Nevada Copper

Nevada Copper is a copper producer whose main project, Pumpkin Hollow, is located in Nevada. The area has extensive reserves of copper, gold and silver. After some start-up difficulties, the underground mine and processing plant came into production. At its peak in March, 5,000 tons of copper ore were being mined daily.

On Tuesday, the Company issued an update on ongoing operations. It will be several more weeks before full production capacity is achieved. Until then, the Company expects to mine 3,000 tons of copper ore per day. The processing plant's capacity has been improved to 5,000 tons per day. In the first quarter, 3,173 tons of concentrate were produced with a copper content between 24 and 26%. Yields improved from 82% in Q4 2020 to over 90% in Q1.

Drilling is planned at the open pit to provide a resource and reserve update and further enhance the value of the project. Litigation has been settled, and some financing transactions have been completed to provide liquidity until the project is in full production.

Since production has started, there has been movement in the stock. The downward trend has been broken, and with the prospect of a further increase in the copper price, one can position oneself here at the beginning of the value chain. Conservative investors are waiting for a setback to around CAD 0.20.

AT&T

On Monday, the stock still opened with a GAP-up, but then the selling wave started at AT&T. The reason is the spin-off of the Warner-Media subsidiary, which was bought only 3 years ago. Warner-Media will merge with Discovery to create a large media Company. AT&T will receive USD 43 billion for this.

Investors are disappointed that the Company is giving up the high-yield media business and fear that the dividend could fall. One might think that previous CEO Stephenson's strategy of positioning himself as a content company must now be considered a failure. Perhaps the debt burden of around USD 170 billion was too oppressive and after the sale of the advertising business also failed, action had to be taken.

If the dividend is capped as expected, AT&T will lose its dividend aristocrat status, as it cannot be increased further. The stock is approaching a resistance area that ranges from USD 28.50 to USD 27.89. If the stock closes below it, things look bleak. In the current situation, one should wait until the fog clears.


Author

Armin Schulz

Born in Mönchengladbach, he studied business administration in the Netherlands. In the course of his studies he came into contact with the stock exchange for the first time. He has more than 25 years of experience in stock market business.

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. June 2021 | 12:33 CET | by Armin Schulz

Kodiak Copper, Deutsche Telekom, Varta - What is going on in commodities?

  • Copper

The hype around wood lasted until May 25, after which the rally ended and the price consolidated by a whopping 40%. Gold was trading above USD 1,900 last week. In parallel to this article's writing, the price is below USD 1,800. A minus of about 5.5% within five days, and the industrial metal for electrification and copper, dropped by 8%. Currently, all factors speak for a further increase in commodity prices. Real interest rates are still negative, and inflation should also remain high. The Fed could not help calm the markets, although interest rate hikes were not announced until 2023. However, the Fed intends to continue its bond purchases. Consolidation can always occur after strong increases, and so we will see long-term rising commodity prices, especially for precious metals and copper.

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09. June 2021 | 10:55 CET | by André Will-Laudien

NIO, JinkoSolar, Siemens Energy, Nevada Copper - This is the copper sensation!

  • Copper

The copper shortage continues as demand is continuously increasing. The current slightly weakening copper price should not hide the general state of the market. Resources are scarce, procurement markets are depleted, and demand remains at a high level. Current trends in the economy are further exacerbating this situation. Modern electric vehicles use about three to four times as much copper as a conventional internal combustion vehicle. It should not be forgotten that the construction of the charging infrastructure also requires significant amounts of copper. New mines are not currently in sight, but there is news from Nevada.

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09. June 2021 | 10:41 CET | by André Will-Laudien

BYD, Nordex, Kodiak Copper: The green revolution!

  • Copper

They have not yet been seen in the state elections of Saxony-Anhalt! However, the political green wave in Germany is starting to warm up for the federal election. Consumers expect greater awareness of the Paris Climate Agreement with corresponding measures in our country, especially in Europe. Already today, this is getting investors to focus correctly on the issues of the future. In plain language, this means continued tax incentives of the highest magnitude for so-called "environmentally friendly technologies" that include solar plants and wind power, including, above all, battery-powered mobility and hybrid vehicles. We shed light on some of the favorite stocks.

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