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Heye Daun, President and CEO, Osino Resources Corp.

Heye Daun
President and CEO | Osino Resources Corp.
Suite 810 – 789 West Pender Street, V6C 1H2 Vancouver (CAN)

jbecker@osinoresources.com

Interview Osino Resources: "The market has not yet realized how fast we are advancing Twin Hills."


Bradley Rourke, President, CEO and Director, Scottie Resources Corp.

Bradley Rourke
President, CEO and Director | Scottie Resources Corp.
905 - 1111 West Hastings Street, V6E 2J3 Vancouver (CAN)

info@scottieresources.com

+1 250-877-9902

Interview Scottie Resources: Exciting Story in the Golden Triangle


Jerre Foo, Corporate Development Executive, Silkroad Nickel

Jerre Foo
Corporate Development Executive | Silkroad Nickel
50 Armenian Street #03-04, 179938 Singapore (SGP)

enquiries@silkroadnickel.com

+65 6327 8971

Silkroad Nickel: 'The course is set for dynamic profit growth.'


27. April 2021 | 12:00 CET

BYD, NIO, Nikola, Nevada Copper - The Tesla hunters step on the gas!

  • Copper
Photo credits: pixabay.com

The appointment of the candidates for chancellor in Germany has led to a significant increase in the Green Party. While at the same time, the current government parties have been punished. For consumers, this means continued tax incentives of the highest magnitude for so-called "environmentally friendly technologies," which, in addition to solar panels and wind power, include above all battery-powered mobility and hybrid vehicles. The German Federal Office of Economics and Export Control (BAFA) is subsidizing the purchase of electric cars throughout Germany until the end of 2025 - this year, the bonus is particularly high. This environmental bonus supports not only the purchase but also the leasing of electric cars. One half of the subsidy comes from the manufacturer, the second half from BAFA. The stock market likes to hear this, and the manufacturers' shares are selling like hotcakes. It seems that this bull market can start again with every political statement.

time to read: 4 minutes by André Will-Laudien


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

André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

About the author


BYD and NIO - Hot on Tesla's heels

Can BYD and NIO get past their competitor Tesla? The decisive question will be battery technology because it is one of the core elements of electromobility. Only in recent months has the public become increasingly aware that the Chinese car manufacturer BYD also has a lot to offer in this area. Soon, the division could be listed separately on the stock exchange. If not now, when?

BYD is currently restructuring its battery business because it wants to sell its power units to other car manufacturers in the future. As announced at the Shanghai Auto Show, the medium-term goal is to manage an IPO in the next 2 years. The market should be greedily waiting for such Tesla competitors. Specifically, the offshoot Shenzhen Pingshan Fudi Battery, also known as FinDreams, has taken complete control of BYD's battery business. Just a week ago, FinDreams announced plans to massively expand its production capacity. FinDreams is a technological spin-off of BYD from 2019.
NIO Ltd. is also several steps ahead. The Chinese electric vehicle startup had unveiled the new ET7 model, as the first NIO electric sedan, in early 2021. On April 1, 2021, the first body then rolled off the production line at the plant in the technology metropolis of Shanghai. Well-known and very financially strong investors back the Chinese electric vehicle producer NIO, and the Company is also a pioneer in battery swap systems.

The strong sales growth for BYD and NIO in China is likely to continue in the coming years, as the demand for vehicles with alternative drive systems remains enormously high. In the first quarter of 2021 alone, around ten million registrations of such vehicles were reported by China's Ministry of Public Security - a new record. The share of cars with purely electric drives was just over 80%. Good for BYD and NIO - both shares are currently coming out of the woodwork again after a sharp price correction.

Nikola - 90% crash - what is next here?

Nikola Motor Company is taking a different green approach. It calls itself the first truck manufacturer to use a hydrogen drive. The name, by the way, was chosen specifically to tie in with Tesla's success story. After last year's scandal with manipulated marketing videos, however, the stock took considerable damage, and the founder and CEO resigned as a result.

But Nikola also wants to get its hands on the Biden billions. Biden recently unveiled the second of three stimulus programs, an infrastructure package for bridges and airports. It provides for investments of USD 2.25 trillion over eight years. In addition, there are tax breaks of USD 400 billion for renewable energies. In total, it is estimated that about another USD 1,000 billion could go toward climate action. A cake that will be divided among many suppliers.

Nikola stock had hit the ground running at over USD 90 and a capitalization of nearly USD 40 billion in 2020, until its value plummeted by 90% due to subsequent scandals. Currently, the stock is trying to stabilize at around USD 11, with a low of USD 9.37 in early April 2021. Let's see how things go here. Trust is good - but a precise selection of investments is probably the better advisor.

Nevada Copper - Steady progress in mine expansion

Nevada Copper is a beneficiary of the global electrification wave. Already 70% of the world's copper production is used in electrical products, and according to the latest studies by economic institutes, this share could become even larger. The reason is that copper recycling can no longer make up for the deficits on the supply side. The real reason for this misery goes back to the extensive mine closures between 2010-2015 when the copper price abruptly crashed from USD 10,000 to below USD 5,000. That is precisely where it was again in March 2020, when everyone believed in the pandemic-related end of the world.

Far from it, because increasing digitalization and the trend towards environmentally friendly transportation drive the price of copper more and more. In 2021, the USD 9,500 mark has already been approached twice, and the next time the breakthrough to the top could follow.

Nevada Copper is sitting on an extensive resource with underground and Open Pit potential in the immediate vicinity. There has been no new production facility in North America in the last 10 years, so international attention to Nevada Copper's Pumpkin-Hollow project is high. Currently, the underground mine's equipment features are being upgraded weekly. These include improving ventilation, increasing safety measures, and ultimately increasing the production rate, which has now reached about 4,700 tons of rock per day. The average copper concentrate content has also been increased from 24 to 26%. Stable production of 5,000 tons per day is expected to be achieved in the third quarter.

NCU shares are currently trading very high on the stock market, with huge interest from the investment community. The price fluctuates between CAD 0.18 and CAD 0.21, which certifies Nevada Copper a capitalization of CAD 380 million. The project is progressing. One should not wait too long with an entry.


Author

André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

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:

11. May 2021 | 10:45 CET | by André Will-Laudien

Varta, NIO, Standard Lithium, QMines: Total Copper Boom - Watch out!

  • Copper

Availability of copper is one of the bottlenecks in electromobility. Its price hit a new record high last week at USD 10.445 per ton. Other commodities such as iron ore and uranium have also been in high demand recently. There are reasons for the price boom on both, the demand and supply side. Demand is currently highly driven by the prospect of rapid economic improvement. The accelerating rate for Corona vaccinations gives hope for fewer restrictions and an upturn in economic activity. Supply is currently unable to keep up, especially for technological commodities such as copper, nickel and lithium. We take a look at key industry players.

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07. May 2021 | 13:11 CET | by Armin Schulz

Kodiak Copper, BASF, Varta - Copper study ignored

  • Copper

The International Copper Study Group (ICSG) sees a slight oversupply of the copper market in 2021 and 2022. The main reason for this is said to be dwindling Chinese demand. The demand is decreasing because China is expanding mine production and copper refining by about 3% each. After the study's publication, the price per ton of copper rose again to over USD 10,000. Possibly driven by the news from Chile, which produced 2.2% less copper than last year. Similar news can be heard from other major copper producing countries such as Peru. Copper concentrate supply is low at the moment. We, therefore, look at one copper explorer, one copper producer and one consumer.

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06. May 2021 | 10:37 CET | by Carsten Mainitz

BYD, Nevada Copper, Varta - A dedicated line for share price gains?

  • Copper

Electromobility is an important component of mobility concepts. To what extent other types of drive will overtake the electric car, or whether we will have to realize in 10 years that the whole topic was politically misguided, is another matter. The fact is that the demand for electric cars and batteries is growing enormously. The demand for the raw materials used in them, such as lithium and copper, is also increasing. We present three promising investments that reflect different facets of the investment trend.

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