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Recent Interviews

Humphrey Hale, CEO, Managing Geologist, Carnavale Resources Ltd.

Humphrey Hale
CEO, Managing Geologist | Carnavale Resources Ltd.
Level 2, Suite 9 389 Oxford Street, WA 6016 Mount Hawthorn (AUS)

info@carnavaleresources.com

Interview Carnavale Resources: Good cards for long-term success


Bill Guy, Chairman, Theta Gold Mines Limited

Bill Guy
Chairman | Theta Gold Mines Limited
Level 35 (ServCorp), Intl Tower One 100 Barangaroo Ave, 2000 NSW Australia (AUS)

info@thetagoldmines.com

+61 2 8046 7584

Interview Theta Gold Mines: This team has already brought 20 mines into production


David Mason, Managing Director, CEO, NewPeak Metals Ltd.

David Mason
Managing Director, CEO | NewPeak Metals Ltd.
Level 27, 111 Eagle Street, QLD 4000 Brisbane (AU)

info@newpeak.com.au

+61 7 3303 0650

Interview New Peak Metals: Many chances for great success


25. January 2021 | 07:35 CET

BYD, Royal Helium, Bayer - it's getting tighter and tighter!

  • Helium
Photo credits: pixabay.com

Who will prevail in the battle for the crown in the electric car business? According to experts, the innovation leader Tesla has a technical lead of two to three years. In contrast, the Chinese government supports domestic carmakers such as BYD, NIO and Xpeng with financial injections to achieve climate policy goals in the country. The first winners are already in place. Because of the arms race, there is an extreme demand for the necessary raw materials. In the next few years, there is a threat of severe scarcity and thus dramatically rising prices.

time to read: 3 minutes by Stefan Feulner
ISIN: CA78029U2056 , CNE100000296 , DE000BAY0017


Andrew Davidson, CEO, Royal Helium Limited
"[...] We expect the first three wells to be drilled, cased, completed and tested by the second week of March [...]" Andrew Davidson, CEO, Royal Helium Limited

Full interview

 

Author

Stefan Feulner

The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.

About the author


Significant increase in demand

By 2050, 80% of all newly registered passenger cars worldwide could be on the road with alternative drive systems, or even 100% if ambitious climate protection targets are met. As the number of electric vehicles increases, so does the global demand for batteries. Assuming that the Paris Climate Agreement targets are implemented in the mobility sector, we expect demand for lithium, cobalt, and nickel to increase significantly by 2030. The development of rare earth metals is just as dramatic. Permanent magnets for electric motors are manufactured based on rare earth metals. In ten years, experts predict that demand for rare earth oxides for use in magnets will rise from currently USD 2.98 billion to USD 15.65 billion.

Health sector booming

According to experts at the German Federal Institute for Geosciences and Natural Resources (BGR), helium, the most abundant element in the universe besides hydrogen, is also facing a crisis. In the past two years, the supply has become noticeably scarcer and this development could continue in the future. The European Union has defined helium as a strategically important raw material. It is increasingly needed in the healthcare sector, such as for magnetic resonance imaging (MRI) scanners, particle accelerators, space travel, and construction of quantum computers. Therefore, it is all the more surprising that there are few listed helium players in contrast to hydrogen companies.

Share takes off

One Company that has caused a sensation in recent weeks is the Canadian Company Royal Helium. Royal Helium has access to 400,000 hectares of promising helium land in southern Saskatchewan, Canada, making it one of the largest helium leasing companies in North America. As a result, the share price rose from EUR 0.20 at the end of December to EUR 0.60 at its high. Currently, the share price is correcting somewhat and is presently quoted at EUR 0.49. However, the substantial rise in the share price is fundamentally justified. Royal Helium was able to close a significantly oversubscribed placement of CAD 6.15 million at the end of the year. The proceeds were immediately invested in the new drilling program for the Climax project and a three-well program was initiated in mid-January. Management expects results from the first drill holes within the next four weeks. The goal of the Company management is to increase the portfolio in 2021 significantly.

Fresh money for growth

Chinese automaker NIO led the way last week. The Company raised fresh money with two bonds totalling USD 1.5 billion. The two convertible bonds, worth USD 750 million each, mature in 2026 and 2027, respectively. Now the Warren Buffett-backed Company BYD is following suit. The sharply increased share price, peaking at over 400%, was used to secure USD 3.9 billion on the capital market by issuing new shares. BYD intends to use the raised capital for research and development and debt reduction, among other things. Competitor Xpeng raised USD 2.5 billion in the same way.

Here we go again

One had the feeling that some calm had returned to pharmaceutical giant Bayer concerning the glyphosate trial. The cooperation with the vaccine manufacturer CureVac and the expansion of the gene and cell therapy area with 25 new collaborations in 2020 promised a rosy future. Now, however, the Leverkusen-based Company is once again caught up in its Monsanto past. The "WirtschaftsWoche" reported that two law firms, Hausfeld and Tilp, have filed a lawsuit on behalf of various investors before the Regional Court of Cologne against the Bayer Group. According to the two plaintiffs, Bayer should have recognised the risk of legal action during the multi-billion-dollar takeover of glyphosate developer Monsanto and informed its shareholders accordingly.

In a statement, Bayer AG said it was convinced that it had acted at all times in line with its obligations and in accordance with applicable laws. Bayer's share price has recovered strongly to EUR 55 from a low of below EUR 0.40 at the end of October. After Friday's announcement, the stock corrected to EUR 52.30. It is now essential to hold the significant EUR 50 mark.


Author

Stefan Feulner

The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.

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. June 2021 | 08:05 CET | by Armin Schulz

BP, Royal Helium, Gazprom - Boosters for the Portfolio

  • Helium

Inflation is here. In the USA 4.2%, in Germany 2.5%. Meanwhile, it may be doubted that these values are of a short-term nature. Commodity prices have been rising for some time, and some craftsmen in Germany are switching to short-time work because they can no longer obtain materials or only at horrendous prices. Inflation means nothing else than a loss of value of money. So, where is the best place to invest at the moment? Dividends would be nice; ideally, more than 3% and additional price gains in stocks would be even nicer. We have picked out three stocks that we think are suitable inflation protectors.

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31. May 2021 | 11:14 CET | by Stefan Feulner

Nel ASA, Royal Helium, Nikola, Plug Power - Here comes the second chance

  • Helium

The correction of the stock exchange Highflyer of 2020, hydrogen, could be stopped for the time being. The first delicate, chart-technical stabilization tendencies can be recognized with many shares of the boom industry. The importance of hydrogen as an energy source will increase in the coming decades as governments work to reduce carbon dioxide emissions. Hydrogen produces no carbon dioxide when burned or used in a fuel cell to generate electricity. Thus, rosy times are ahead for the industry. Take advantage of the second chance!

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28. May 2021 | 08:14 CET | by Nico Popp

Royal Helium, NEL, Steinhoff: Quick profits? That is what counts!

  • Helium

Earning a lot of money in a short time is ideal for many private investors. But sometimes, things do not turn out the way one expects: share prices go on a roller coaster ride, or a major legal decision drags on. Using three stocks as an example, we explain what brave speculators should watch out for in order to achieve their goal as quickly as possible.

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