Close menu




April 29th, 2021 | 08:52 CEST

First Majestic, Silver Viper, Nordex: Silver only at the beginning?

  • Silver
Photo credits: pixabay.com

The printing presses keep running and that fuels the fear of inflation. The precious metal silver is currently showing strength, even against gold. Why is that? Silver has always been an important raw material for industry, but since the hype around e-mobility and renewable energies, more is needed. There are also initial successes reported in the use of silver in rechargeable batteries. At the University of California San Diego, a silver oxide-zinc battery has been developed that has 5-10 times the power of a lithium-ion battery. The manufacturing process is inexpensive and scalable. The automotive industry alone projects a 40% increase in silver demand by 2025, an excellent reason to take a closer look at stocks in these sectors.

time to read: 2 minutes | Author: Armin Schulz
ISIN: CA32076V1031 , CA8283341029 , DE000A0D6554

Table of contents:


    First Majestic Silver - Appears overvalued

    The Company's quarterly figures were not convincing. Silver production plunged 8% due to weather, while gold fell as much as 25%. At the same time, silver reserves are very low compared to the competition.

    There was some positive news recently. The natural gas power plant at the Santa Elena mine is up and running and supplies much of the mine's energy needs. Test mining is expected to begin soon in the Ermitano area.

    The acquisition of the Jerritt Canyon Mine is expected to increase production in the coming six months significantly. Overall, the current valuation appears to be relatively high when putting the Company's current market value in context to existing silver reserves.

    Silver Viper - Exciting silver investment

    Silver Viper Minerals is a relatively young junior explorer company. It is engaged in the acquisition and exploration of mineral properties in Mexico. The focus of its operations is the La Virginia gold-silver project, located in Sonora, Mexico. Silver Viper acquired the area from Pan American Silver.

    Following some highly mineralized silver and gold discoveries since December last year, work has now been extended along the known mineralized intercept. The creation of a digital elevation model using LiDAR technology has finally been completed after several delays and will be primarily used for further planning.

    Where do we go from here? The Company is continuing the diamond drilling program, building on the discovery at El Rubi and hopes to identify new targets. Attempts are being made to find geochemical anomalies in the geological sampling and mapping of the area.

    With good exploration results and increasing silver demand, Silver Viper could be an attractive takeover target. There are only about 81 million shares which means a favorable market capitalization of CAD 40 million. One can look forward to the publication of the mineral resource estimate.

    Nordex - Full order books

    Silver is currently not yet needed in wind power; this could only change with mega electricity storage. According to a Volkswagen study, 6,500 gigawatt hours of wind power are lost due to a lack of storage options.

    Nordex can get over this as a producer of wind turbines. Orders are coming in like on an assembly line. April 13 orders received for 42 megawatts (MW) from Poland, April 14 97 MW from Finland and April 28 35 MW from the Netherlands.

    In the first quarter alone, the Company reported an order intake of 1.2 gigawatts. Globally, the Company is trying to push renewable energy, so the order situation should remain positive. The share is currently trying to break the resistance of EUR 26.50. If it succeeds, new highs should be feasible.


    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.

    Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on news.financial. These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.

    The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered here. Please also note our Terms of use.


    Der Autor

    Armin Schulz

    Born in Mönchengladbach, he studied business administration in the Netherlands. In the course of his studies he came into contact with the stock exchange for the first time. He has more than 25 years of experience in stock market business.

    About the author



    Related comments:

    Commented by André Will-Laudien on January 19th, 2024 | 07:45 CET

    Total sell-off in hydrogen! Nel ASA, Manuka Resources, Plug Power - Find the 300% pearl now

    • Mining
    • Gold
    • Silver
    • Vanadium
    • renewableenergies
    • Hydrogen

    The topic of hydrogen has been put on the back burner for the time being. Although the COP28 conference in Dubai showed a broad consensus on reducing greenhouse gases and avoiding fossil fuels, the OPEC countries, in particular, insist on their traditional right to continue tapping into the abundant oil wells. The observers conclude that everything remains the same; each does what it does best. The transformative idea of saving the world is collectively present, but if it can be solved with nuclear energy, then nuclear reactors will be built. This also highlights how the green-dominated traffic light policy on environmental issues is perceived internationally: Teachings from Germany are only smiled at. The topic of hydrogen was politically launched in Europe and has been traded on the stock exchange as a "world energy savior" since 2019; now, investors are sitting on a 90% loss. Is there still hope?

    Read

    Commented by Fabian Lorenz on January 11th, 2024 | 07:00 CET

    Evotec is in the analyst check, Tui with Wanderlust, and another 100% gain for Manuka Resources?

    • Mining
    • Vanadium
    • Gold
    • Silver
    • travel
    • Biotechnology

    The Evotec stock is currently not for the faint-hearted. After the resignation of the long-serving board member caused uncertainty, the biotech company was able to reassure investors with a milestone payment. Analysts are speaking out and expressing their opinions, and a real "bull" is among them. And what about Manuka Resources? At the beginning of December, news about an exciting project for battery metals caused a jump in the share price. Is it now worth getting in after the consolidation? The Tui share has also recently consolidated after a 50% gain within a few weeks. Analysts' price targets for the tourism company's shares vary widely. Hold or buy?

    Read

    Commented by Juliane Zielonka on December 29th, 2023 | 07:40 CET

    Manuka Resources, Plug Power, Amazon: Precious Metals, Energy, E-Commerce - Which global future trends investors are betting on now

    • Mining
    • Vanadium
    • renewableenergies
    • Energy
    • Gold
    • Silver

    Renewable energy and digital transformation bring companies like Manuka Resources, Plug Power, and Amazon Web Services into focus. While Manuka Resources serves the rising demand for precious metals in the energy transition through mining activities for gold and silver, Plug Power, a pioneer in hydrogen technologies, faces challenges and seeks ways to overcome them. This time, the US government appears to be more of an opponent than an ally for Plug. In North America, Amazon Web Services, as a leader in cloud technology, is advancing Canadian infrastructure with an investment of over USD 17.9 billion. Meanwhile, the AI startup Anthropic, supported by giants like Google and Amazon, is betting on the future of artificial intelligence with ambitious revenue goals by 2024, from which AWS could also benefit. For more detailed insights into these connections, read here.

    Read