Close menu




April 27th, 2021 | 12:00 CEST

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 | Author: André Will-Laudien
ISIN: CNE100000296 , US62914V1061 , CA64128F1099

Table of contents:


    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.


    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.

    Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on news.financial. These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.

    The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered here. Please also note our Terms of use.


    Der Autor

    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



    Related comments:

    Commented by Fabian Lorenz on October 22nd, 2025 | 07:30 CEST

    SHARE PRICE EXPLOSION for commodity gems!? Nordex, Aurubis, Salzgitter, and Power Metallic Mines!

    • Mining
    • Lithium
    • Copper
    • Commodities
    • Steel
    • Wind
    • renewableenergies

    Shares in the commodities and precious metals sector have been unstoppable in recent weeks. Power Metallic Mines could soon become an explosive latecomer to the rally. There are good reasons for this, as the CEO recently made clear. At Aurubis, the rally appears to be over for now. Analysts are skeptical, and the major shareholder is cashing in his shares - albeit in an unusual way. So should you sell now, too? The past few months have been unusually positive for Nordex. There is currently no sign of a slump in the wind business. What are analysts saying after the latest order intake?

    Read

    Commented by Carsten Mainitz on October 21st, 2025 | 07:40 CEST

    Power Metallic Mines, RENK, BYD – An explosive combination! And the winners are?

    • Mining
    • Copper
    • Nickel
    • Gold
    • CriticalMetals
    • Electromobility
    • Defense

    Many topics are dominating the headlines. Peace in Gaza – and soon in Ukraine? This prospect initially put a significant damper on defense stocks – but only temporarily. After just a few days of correction, prices are already rising again. Gold at an all-time high is another major topic being covered in the media. Meanwhile, the geopolitical shifts we were reluctant to acknowledge for far too long are now catching up with many companies: China is cutting the world off from critical raw materials and rare earths. Read here to find out how investors can identify promising high-potential opportunities in this constellation.

    Read

    Commented by Armin Schulz on October 13th, 2025 | 07:20 CEST

    The beneficiaries of the raw materials crisis: How BYD is circumventing the problem, and how Power Metallic Mines and Albemarle are profiting

    • Mining
    • Nickel
    • Copper
    • Commodities
    • Electromobility
    • Lithium

    The global energy transition is fueling an unprecedented hunger for strategic metals. However, China's recent tightening of export controls on critical raw materials has triggered a global supply alert and sent markets into turmoil. This geopolitical turning point is forcing the West to radically rethink its approach and is fueling a fierce race for secure supply chains. In this volatile environment, smart players are repositioning themselves along the entire value chain. Who are the winners in this new reality? The strategies of BYD, Power Metallic Mines, and Albemarle provide decisive answers.

    Read