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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


10. June 2021 | 10:25 CET

BYD, Varta, Deutsche Rohstoff: These are the stocks of the future

  • Oil
Photo credits: pixabay.com

New technologies are turning the markets upside down. Electromobility is fundamentally changing the automotive industry. Whereas in the past, it was engine technology that mattered, today, it is the batteries that determine which cars are considered modern and which are not. The trend toward renewable energy sources is also changing as wind turbines and solar cells require many different raw materials and drive demand. We highlight three companies along the supply chain.

time to read: 3 minutes by Nico Popp


Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG
"[...] China's dominance is one of the reasons why we are so heavily involved in the tungsten market. Here, around 85% of production is in Chinese hands. [...]" Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG

Full interview

 

Author

Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

About the author


BYD: The fair has been read

A few months ago, the Chinese carmaker BYD was following in Tesla's footsteps. The exciting models and spectacular share price were the talk of the world. But in the meantime, a little calm has returned to BYD. On a three-month horizon, a profit of 13.8% is on the books, but that is not enough for BYD investors who are used to success. In the past three years alone, the value has gone up by 267%. But it looks as if the stock has skimmed off most of its potential.

Still, BYD is a good company. The Chinese have their own battery division and even make their own chips. The latter has repeatedly been in short supply in recent months. In part, the low chip supply even influenced the production of large carmakers. BYD does not have these problems. Since the subsidiaries are to be listed separately on the stock exchange, this creates further potential for BYD: The Company secures capital in this way without completely relinquishing its influence - a wise step for the future. All that is needed now is for customers to continue to take hold diligently. Although BYD's sales have increased significantly in recent years, the Company still lags behind the industry's big players. As these long-established automakers are now also going electric, the competition for BYD is growing. The Company has good preconditions - but the share may already have its very best days behind it.

Varta: Much uncertainty

The situation is similar for German battery manufacturer Varta. In the past three months, the share has experienced ups and downs. It is currently trading at EUR 130, well below its high for the year of EUR 180. The specialist for button cells and other batteries wants to play an important role in the electrification of the German automotive industry and produce batteries itself. Pilot production is to be in place by the end of the year. The first customer is said to have already been acquired - but the Company has not yet provided any details.

Looking to the future, it is still uncertain when the new business with batteries for electric cars will generate profits. What does seem clear, however, is that investments will be necessary in advance. Varta has a proven technology and benefits from the popularity of headphones and other small devices. The energy experts also have solutions for medical technology. However, the share is trapped in a sideways movement. The high volatility of recent months makes a chart-technical interpretation of the situation at Varta difficult. Uncertainty dominates here. These are poor conditions for investment.

Deutsche Rohstoff is heading for the dividend

The chart picture for Deutsche Rohstoff AG is different from that of Varta. The Company is looking at a stable upward trend - in the past three months alone the share price has increased by almost 30%. Deutsche Rohstoff AG produces oil in the USA. Last year, a subsidiary of the Company in Wyoming also succeeded in purchasing production areas on favorable terms. In addition to the oil business, Deutsche Rohstoff AG also has a stake in Almonty Industries, which has a producing tungsten mine in Southern Europe and recently celebrated the topping out ceremony of its Sangdong tungsten mine in South Korea. This project is considered the largest tungsten mine outside China and could make a notable contribution to the Company's success. Other investments include tin and rare earths.

In fiscal 2020, Deutsche Rohstoff AG delivered sales of EUR 38.7 million and EBITDA of EUR 23.9 million. In 2021, the Company expects even better figures and recently reported an excellent start to the year. A good fiscal year 2021 should also lay the foundation for a dividend, which the Company could pay out again for the first time next year. The Deutsche Rohstoff AG share offers access to various promising commodities, has been on the market for many years and is suitable for German investors as an alternative to foreign companies. The share has left the crisis behind and could now head for the EUR 20 mark.


Author

Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

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:

17. June 2021 | 12:54 CET | by André Will-Laudien

Nel ASA, Plug Power, Deutsche Rohstoff AG: Oil explosion or hydrogen hype?

  • Oil

Brent prices are going through the roof! The stock markets have to digest their COVID trauma, and China is hoarding oil and other commodities to satisfy the upcoming boom. Many consumers worldwide are waiting for the delivery of their long-ordered products. Problem: Shortages of raw materials and chips are causing massive delivery delays around the globe. Then there were events like the blockade of the Suez Canal or the restrictive stance of OPEC. One would like to keep prices high; at least the Federal Reserve recently sounded the alarm: 5% inflation in a monthly rate! Warning shot or starting trend?

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15. June 2021 | 09:23 CET | by Stefan Feulner

Palantir, Saturn Oil + Gas, RWE - Attention: 200% for your portfolio!

  • Oil
  • Gas
  • WTI
  • Hotstock

The stock markets have run hot, and cryptocurrencies such as Bitcoin, Etherum and Co. are too volatile. In contrast, you do not feel comfortable investing in gold and silver despite fundamentally good prospects, such as the high national debt and the risk of rampant inflation. The alternative of leaving the money in the savings account is also no longer effective due to the negative interest rates. We show you an investment with which you can not only preserve your capital but multiply it.

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07. June 2021 | 08:40 CET | by Nico Popp

Royal Dutch Shell, BP, Saturn Oil + Gas: Starting signal for the "green" oil megatrend

  • Oil

"This will influence climate legislation around the world," was the headline in the Frankfurter Allgemeine Zeitung, referring to the ruling by the District Court in The Hague against the Royal Dutch Shell corporation. The court ordered the corporation to reduce its CO2 emissions by 45% by 2030 compared to 2019. Never before has a court forced a corporation to take such drastic climate protection measures. What does this mean for the sector now?

Despite this development, Saturn Oil & Gas announced on Friday after the end of the trading day the successful placement of the capital increase, which had already been adjusted upwards several times, including the greenshoe, now totaling CAD 32.8 million. The use of the proceeds from the placement is quite interesting.

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