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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%"


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
ISIN: CNE100000296 , US62914V1061 , CA64128F1099


Matthew Salthouse, CEO, Kainantu Resources
"[...] We have a clear strategy for neutralizing sovereign risk in Papua New Guinea. [...]" Matthew Salthouse, CEO, Kainantu Resources

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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:

30. July 2021 | 11:21 CET | by Carsten Mainitz

First Majestic Silver, Kodiak Copper, Orocobre - Metals for e-mobility offer great growth potential

  • Copper

Tesla, NIO and Polestar, the pioneers of e-mobility. But the global climate crisis and the realization that it can only be combated with the help of a consistent reduction in greenhouse gases has also led traditional car manufacturers to realize that alternative drive concepts are necessary, not least as a result of legal requirements. Electromobility has currently established itself as the most promising option. Manufacturers are now hastily trying to steer their product development in this direction and are making announcements about the end of the internal combustion engine: Jaguar wants to phase out the engine by 2025. Fiat, Volvo and Ford have announced the end of the engine by 2030. VW has set the period between 2033 and 2035 as its target, at least for Europe, and Audi wants to phase out entirely by then. Mercedes also has a similar date in mind. However, all e-cars have one thing in common: they are very hungry for raw materials. An e-car requires about four times as much copper as a combustion engine. Consumption of gold and silver (onboard electronics) and lithium (batteries) will also increase significantly.

Read

21. July 2021 | 12:49 CET | by Armin Schulz

QMines, Varta, Siemens Energy - Who benefits from the copper shortage?

  • Copper

The copper price has moved significantly upwards over the past year. On the one hand, this is due to the increasing demand caused by sustainability topics such as renewable energies, e-mobility and global electrification. On the other hand, the metal has become scarce. Whereas 60 profitable copper projects were launched in 2008, only 36 were established in 2020, and this with declining mining values. In 2015 0.65% copper per ton was still being mined; this value will fall to 0.55% by 2025. Existing large copper mines will also need billions in the coming years to maintain their production levels. These additional costs will be passed on to consumers. Today we highlight three companies that either produce or need copper.

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20. July 2021 | 12:38 CET | by André Will-Laudien

BYD, Volkswagen, Kodiak Copper: The 1000 Dollar Correction!

  • Copper

The copper price had reached its interim high in May 2021 at around USD 10,500. Since then, we have seen a standard consolidation of 10-15%, which is not an unusual occurrence in an uptrend. The increase since the beginning of 2020 is over 100%. Copper mines have been able to post multiple performances in the same period, and the recent correction was accordingly somewhat higher. For many market participants, however, the medium-term scenario for the industrial metal is set. Since the political closing of ranks on e-mobility, demand for copper and battery metals has shot through the roof. Mine operators worldwide are alarmed; the currently recoverable capacities cover just 85% of the demand from 2022. Who can close the gap?

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