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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%"


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
ISIN: CNE100000296 , CA64128F1099 , US00206R1023


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

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.


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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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GSP Resource, Varta, Rio Tinto - The post-fossil age has begun

  • Copper

The phase-out of fossil fuels is already underway. If we want to do something for the climate, this step is unavoidable. The phase-out is to be offset either by nuclear power or renewable energies. In Germany, we are saying goodbye to both nuclear power and fossil fuels. At the same time, the introduction of renewable energies means that more metals are now needed. Whether silver, rare earths, nickel, cobalt or copper - these metals are necessary for technological progress. Copper, in particular, is essential for electrification, and demand is rising steadily. That is due to the growing sales of electric cars, for which more copper is needed than for combustion engines. Today we look at three companies that have a lot to do with copper.

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GSP Resource - Exciting Micro Cap

  • Copper

Historically and over more extended periods, precious metals such as gold and silver have provided good inflation protection and have thus established themselves as crisis currencies over several economic cycles. Those looking for other promising commodity categories should consider copper. The reddish shimmering industrial metal is experiencing high demand in the course of electromobility. If you also believe in the high return opportunities of small public companies, Canadian GSP Resource combines the facets of precious metals, copper and micro-cap. We keep you up to date with the latest developments, hot off the press.

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