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18. October 2021 | 13:05 CET

Defense Metals, Nordex, Varta - These are the reasons for the rising prices!

  • RareEarths
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Rare earths are indispensable for the production of laptops, cell phones, electric motors and wind turbines. However, their extraction is complicated, which is why the supply is also relatively low. The EU has classified many of these metals as critical with regard to their availability given their great importance for many industries, also because of China's dominance as the largest supplier. Efforts to build rare earth mines outside China are proceeding at full speed.

time to read: 3 minutes by Carsten Mainitz
ISIN: DEFENSE METALS CORP. | CA2446331035 , NORDEX SE O.N. | DE000A0D6554 , VARTA AG O.N. | DE000A0TGJ55



Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

About the author

DEFENSE METALS CORP - Drilling program accelerated

Canadian exploration Company Defense Metals is developing the Wicheeda Rare Earth Project, covering about 1,700 hectares in British Columbia. Past drill programs from 2019 delivered good results. For example, indicated mineral resources are 4.89 million tonnes at an average grade of 3.02% light rare earth elements (LREO) and suspected mineral resources of 12.1 million tonnes at an average grade of 2.90% LREO. The 2021 drill program, with a planned total length of 2,000 to 5,000m, is well underway.

Since the drilling campaign began less than four weeks ago, over 1,500m has already been completed in eight diamond drill holes. Now the Company announced it will deploy a second drill rig. The aim is to use it to drill infill holes in the central area of the deposit.

Thus, the following weeks will be very exciting for the shareholders of Defense Metals, when the drilling program results will be published successively. Step by step, this will then allow a better potential assessment of the property. Currently, the Company is valued at CAD 21 million. Given the strategic importance of rare earths and increasing demand, which should lead to rising prices in the medium term, the share is worth a closer look.

NORDEX SE - Strong order intake

The shares of the North German wind turbine manufacturer were able to gain in recent days following good order intake. In recent months, the papers had lost significantly. Corona led to supply chain problems and delays in the completion of projects. In some cases, compensation payments had to be made as a result. In addition, higher raw material costs and rising start-up costs had a negative impact. Even though it made sense in perspective, two capital increases in the last 12 months resulted in a significant dilutive effect.

The Nordex Group received orders for 389 wind turbines in the third quarter with a total rated output of 1,829 megawatts (MW). That represents a substantial increase over the same period a year ago when orders were received for 271 wind turbines and 1,229 MW. Advantageously, the new and higher-margin generation of Delta4000 turbines accounted for 1,391 MW or 76%. The largest single order in the third quarter came from Australia with 162 turbines of the N163/5.X series and a rated output of 923 MW. In addition, the northern Germans received orders from eleven other European countries, mainly from Germany and Poland.

Company CEO Luis Blanco was very pleased with the latest successes: "In addition to the major order from Australia, we have again benefited from our strong market position in Europe. The good demand for our Delta4000 series is continuing at a high level. Especially for the European markets, we expect this to be supported by our recently launched turbine for the 6 MW+ class, the N163/6.X."

Varta - Share slowly recovers

The shares, which have come under pressure, have moved away significantly from the chart support line at EUR 110 in recent weeks and are currently trading at around EUR 130 again. Thus, investors have probably absorbed the disappointing half-year figures by now. Varta also confirmed plans to build V4Drive lithium-ion cells for battery-electric vehicles at the recently held Capital Markets Day. However, many analysts rated this event as lacking in insight. Earlier this year, the technology and innovation leader in microbatteries announced plans to enter the production of large round lithium-ion cells for battery electric vehicles. These new next-generation cells enable long ranges and additional power for dynamic driving.

Megatrends often provide the framework for rewarding investments. Sufficient raw materials and elementary components, as can be seen from the chip crisis, form the basis. Investors can profit from the trend towards higher rare earth prices in the long term with the Defense Metals share. With Nordex and Varta, investors bet on the areas of renewable energies and electromobility.


Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

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:

26. November 2021 | 13:09 CET | by Stefan Feulner

Steinhoff, Defense Metals, Deutsche Bank - Good news

  • RareEarths

So now it has been presented, the new coalition agreement of the traffic light coalition, consisting of the SPD, FDP and the Greens. Besides the connoisseurs of cannabis, which is to be legalized in Germany, the banking and insurance industry should also be satisfied with the drafting. In addition, one focus of the alliance is on transformation in terms of the energy transition. The plan sounds optimistic, but implementation will be all the more difficult.


16. November 2021 | 12:56 CET | by Fabian Lorenz

Climate conference ends: Nel, Plug Power and Defense Metals continue with momentum

  • RareEarths

After two weeks, the climate conference in Glasgow has come to an end. The results are manageable. Although coal and other fossil fuels were declared to be phased out for the first time, the wording was watered down several times. For example, it was only possible to agree on a call that the use of coal-fired power plants without CO2 capture should be "gradually reduced". But even without concrete resolutions, one thing is sure: the energy turnaround is in full swing, and investor darlings Nel and Plug Power are again stepping on the gas. Defense Metals could be due for a reassessment after the completion of drilling.


11. November 2021 | 11:36 CET | by Nico Popp

Nordex, Defense Metals, American Lithium: USA pushes lithium market - will rare earths follow?

  • RareEarths

The run on lithium has caused a furor on the stock market in recent weeks. Almost all companies with "lithium" in their names have made significant gains. The background to this is the governments' e-car offensive and a lot of government funding and subsidies for battery technology. The lithium required is held mainly in the ground by smaller companies. Investors who missed out on this wave may be wondering where the music will play next. To find out, one only has to spin the e-car story further: As Tesla, BYD or even VW's green runabouts are preferred to be charged with green electricity, rare earths could soon experience a similar hype. We present shares around the hype topics of e-mobility and the energy transition.