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Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
CEO | Clean Logistics SE
Trettaustr.32, 21107 Hamburg (DE)

info@cleanlogistics.de

+49-4171-6791300

Interview Clean Logistics: Hydrogen challenge to Daimler + Co.


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".


02. May 2021 | 19:04 CET

BYD, NIO, Varta, Kodiak Copper: No e-mobility without copper!

  • Copper
Photo credits: pixabay.com

The copper price is just about to climb the USD 10,000 mark. For many market participants, the scenario for the industrial metal is set. Because since the public declaration of the automotive industry to make the e-vehicle the No. 1 means of transportation, the demand for copper and battery metals is shooting through the roof. Mine operators worldwide are alarmed, but how do you increase capacity in the short term when there are too few developed projects? We dive into the market.

time to read: 3 minutes by André Will-Laudien
ISIN: CNE100000296 , US62914V1061 , DE000A0TGJ55 , CA50012K1066


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

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 - Passable numbers, but not good enough

In the round of releases, BYD joined Apple and Facebook on stage the day before yesterday. The tech giants benefited from the pandemic and significantly beat estimates, and the shares have performed excellently since then. The Chinese fared differently.

Chinese electromobility and battery specialist BYD Company Ltd. reported strong revenue growth of plus 108% to CNY 41 billion for the first quarter of fiscal 2021. BYD sold a total of 104,145 vehicles between January and March 2021, which is also a 70% year-on-year growth. Net income attributable to BYD shareholders improved 111% percent to CNY 237 million, or about USD 36.6 million.

The market had probably expected more and punished the stock by a full 10% since the beginning of the week, so the stock is back at the consolidation low from mid-March. One can only hope that this is a double low and not the breakthrough to a new downward wave for investors.

NIO - Entry into the Norwegian market

Even though the share price of the Chinese electric vehicle manufacturer NIO came under a lot of pressure yesterday, the news does not read too bad. NIO had already announced its international expansion plans for a long time, and now a significant step has been taken in the direction of overseas, as they are probably preparing to enter the European market. Of course, it is still a question of whether Tesla can be threatened, but it will undoubtedly cost the rival smaller market shares because NIO's product range is 30 to 40% cheaper than the Californian models.

There was already speculation about Norway as the first country of NIO's international expansion, and now the Company's presence there confirms its great interest in European consumers. Norway shines with progressiveness and takes on a pioneering role for many future technologies. For NIO, it is the first foray into a highly competitive market where global players from Germany, France and the US cavort.

It will be interesting to see how this good news will affect the share price in the medium term. Currently, NIO is somewhat under pressure; the all-time high is at EUR 54, about 40% above the current quotation.

Varta - Apple wants to scale back AirPod

Varta already had a chart problem when the price turned back down at EUR 130 last week. We had reported accordingly. Now there are also fundamental reasons why the price may have already seen its high again.

Because as the Japanese newspaper "Nikkei" reports, citing informed circles, Apple wants to cut production for its AirPods by up to 30% this year. The reason given for this is the increasingly fierce competition for music playback applications. Today, any phone with large memory or a corresponding streaming contract can serve just as well as an AirPod, so why carry around an extra device?

Varta, the battery supplier, is under pressure and the share price fell by almost 5%. The battery manufacturer is thus heading back towards its 200-day line. There is now a threat of technical danger because the medium-term 50-day trend line has been violated with yesterday's setback. We, therefore, remain skeptical of Varta.

Kodiak Copper - The next copper mine from Canada

There are no problems at all at copper explorer Kodiak Copper, as the daily price rush of the red metal focuses great attention on second-tier resource stocks. Who could be the quickest to supply the vast undersupply of the market? Electromobility is now taking off with the major manufacturers, and unit volumes will multiply over the next few years. Demand for copper is also growing, with between 50 and 80 kilograms of the metal being used per vehicle.

The property surrounding the MPD project of Canadian explorer Kodiak Copper is located in the gate zone, near well-known mines such as Copper Mountain, Highland Valley and New Afton. Public access has been completed for years, an infrastructure that could not be better. In addition to local amenities, Kodiak also has a strong team of experts around gold explorer Chris Taylor, very well known since his milestone deal with Great Bear Resources. He has joined Kodiak to produce another success story.

As Kodiak recently disclosed, the area of MPD's flagship project has been significantly increased once again with the incorporation of an adjacent property. It concerns the area "Axe" with a size of 4,980 hectares, which could be taken over to 100% by the issue of 950,000 Kodiak shares. It is nice when a company can master acquisitions that are easy on liquidity by issuing shares. It speaks 100% for the attractiveness of Kodiak Copper and its existing projects.

The share itself has been consolidating between CAD 1.60-1.80 for a few weeks, bringing it to a capitalization of about CAD 74 million - a low valuation for a lot of potential and a good positioning in the international copper rush.


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



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Related comments:

14. October 2021 | 13:55 CET | by André Will-Laudien

Varta, Standard Lithium, Sierra Grande Minerals, Nordex - The next hype rolls in!

  • Copper

In Germany, politics is becoming significantly greener! But what do the mobility concepts of the climate protectors look like? In addition to the publicly demanded reduction of unnecessary business flights, the bicycle would also be an alternative for 30-kilometer journeys. Fossil energy has already become 50% more expensive in 2021, and gas prices are going through the roof. There is still a high demand for energy in Germany because we are currently buying cheap nuclear power abroad. This is how it can go when a botched energy policy is associated with climate protection goals. No matter how things go, the world needs copper for modern technologies, and this raw material, along with lithium and other critical metals, is just terribly scarce. How are the typical industry players doing?

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04. October 2021 | 10:06 CET | by Nico Popp

NEL, GSP Resource, China Evergrande: How to find the doublers

  • Copper

Speculative investments are the salt in the soup on the stock market. Of course, those who rely on ETFs and funds over the long term via a savings plan can already do a lot better than the vast majority of savers. However, those who develop a good knack for speculative individual stocks can give their portfolio a growth kick. Even if many newcomers to the stock market can hardly believe it: 100% and more is possible. Using three stocks as examples, we explain what is important and what is not a good prerequisite for investment.

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28. September 2021 | 14:06 CET | by André Will-Laudien

BYD, Fisker, Kodiak Copper, Varta: Nothing works without Copper!

  • Copper

Electromobility is becoming increasingly crucial for the energy transition in transportation. And with it the research, development and production of drives, batteries and components. In addition to electricity storage, however, vehicle cabling and the assembly of e-components are also coming to the fore. Today, an electric vehicle requires three to four times the amount of copper as it did 20 years ago, plus the demand in industrial manufacturing processes. The earth's deposits are exhaustible, and copper, in particular, is pretty much on the edge. A spot price of just under USD 10,000 per kilo clearly shows how the markets are processing this situation. Rising prices!

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