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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".


John Jeffrey, CEO, Saturn Oil + Gas Inc.

John Jeffrey
CEO | Saturn Oil + Gas Inc.
Suite 1000 - 207 9 Ave SW, T2P 1K3 Calgary (CAN)

info@saturnoil.com

+1-587-392-7900

Saturn Oil + Gas CEO John Jeffrey: "Acquisition has increased production by 2,000%"


Gary Cope, President and CEO, Barsele Minerals

Gary Cope
President and CEO | Barsele Minerals
Suite 1130 - 1055 W. Hastings Street, V6E 2E9 Vancouver (CAN)

info@barseleminerals.com

+1(604) 687-8566

Interview Barsele Minerals: 'I have never seen a project with such good general conditions'.


14. January 2021 | 17:34 CET

Geely, Nevada Copper, Xpeng - Invest in the future!

  • Copper
Photo credits: Nevada Copper Corp.

If you think investing in future technologies like blockchain, hydrogen or electric mobility will offer the most significant returns in the coming years, you could be wrong. These new technologies, in particular, require raw materials and metals that are already in short supply. The sales forecasts for electric car manufacturers, for example, point to one thing for the next few years: a shortage of raw materials. This shortage will lead to a drastic excess in demand and thus to exploding prices. The decade of raw materials!

time to read: 2 minutes by Stefan Feulner
ISIN: CA64128F1099 , KYG3777B1032


Nick Mather, CEO, SolGold PLC
"[...] We knew the world was rapidly electrifying and urbanising and needing significant amounts of copper to do so. [...]" Nick Mather, CEO, SolGold PLC

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


Boom accelerates demand

Politicians and the industry's decision to focus on electromobility in the future is placing an enormous burden on the raw material supply chain. The base metal copper is also affected. We encounter copper in many areas of life - in information and communications technology, electrical engineering, and renewable energies. According to studies by IDTechEx, the introduction of electric motors in vehicles will lead to a significant increase in copper demand. By 2030, more than 250,000 tons of copper per year will be used as part of the windings in electric motors.

Full speed ahead

It is not for nothing that the copper price is currently at a multi-year high. If professional market observers are to be believed, the metal is likely to double in the next few years. You can profit from the rising copper price by investing in promising mining projects. The Canadian copper producer Nevada Copper has recently attracted attention with good news. The Company, which has been active since 2007, is searching for metals in its own Pumpkin Hollow copper project in the US state of Nevada, not far from the headquarters of Tesla and Google. Pumpkin Hollow has significant reserves and resources, including copper, gold and silver. The Company's two fully-permitted projects include the high-grade deep mine and processing plant, which are now in production, and a sizeable open-pit project where progress has been made toward feasibility.

The cap is off

In the past, Nevada Copper's high debt-to-equity ratio has been the drag. Now the Company announced the successful completion of a capital increase. Due to enormous investor demand, the placement increased from the original CAD 21.5 million to CAD 33.0 million. The capital raised is to be used to repay outstanding liabilities and for the construction or expansion of the Company's Pumpkin Hollow underground mining project. Currently, the market capitalization of Nevada Copper, which is also traded in Germany, is just under EUR 185.0 million. A bet on the rising copper price.

Strong cooperation

The electric car market is in full swing. After Apple and Baidu threw their hats into the ring, the next marriage ceremony is taking place. The long-time Apple supplier Foxconn and the Chinese automaker Geely are entering into a partnership. The joint venture is to be split 50/50. Foxconn fills three positions on the five-member board, including the CEO post, while Geely provides two board members. The goals are quite ambitious. According to the announcement released by both companies, the joint venture is intended to "revolutionize the model of the automotive industry." The information and communications technology will be used to help automakers "accelerate the transition to new innovative and efficient manufacturing processes and business models based on CASE (Connected, Autonomous, Shared and Electrified)

Money from above

China has declared the expansion of electric automobility in the Middle Kingdom a top priority. To this end, exact infrastructure specifications have been drawn up in recent months. The electronics manufacturer Xpeng is now receiving working capital for this purpose. The three major banks, namely China Development Bank, Bank of China, and the Agricultural Development Bank, give the young Company a new credit line equivalent to almost EUR 1.62 billion. The new credit line will help Xpeng meet the high demand for electric vehicles. Due to the announcement, the shares of Xpeng climbed in double digits at times. However, in yesterday's session, they gave back half of the gains. Currently, the share price is quoted at USD 52.00.


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:

30. July 2021 | 11:21 CET | by Carsten Mainitz

First Majestic Silver, Kodiak Copper, Orocobre - Metals for e-mobility offer great growth potential

  • Copper

Tesla, NIO and Polestar, the pioneers of e-mobility. But the global climate crisis and the realization that it can only be combated with the help of a consistent reduction in greenhouse gases has also led traditional car manufacturers to realize that alternative drive concepts are necessary, not least as a result of legal requirements. Electromobility has currently established itself as the most promising option. Manufacturers are now hastily trying to steer their product development in this direction and are making announcements about the end of the internal combustion engine: Jaguar wants to phase out the engine by 2025. Fiat, Volvo and Ford have announced the end of the engine by 2030. VW has set the period between 2033 and 2035 as its target, at least for Europe, and Audi wants to phase out entirely by then. Mercedes also has a similar date in mind. However, all e-cars have one thing in common: they are very hungry for raw materials. An e-car requires about four times as much copper as a combustion engine. Consumption of gold and silver (onboard electronics) and lithium (batteries) will also increase significantly.

Read

21. July 2021 | 12:49 CET | by Armin Schulz

QMines, Varta, Siemens Energy - Who benefits from the copper shortage?

  • Copper

The copper price has moved significantly upwards over the past year. On the one hand, this is due to the increasing demand caused by sustainability topics such as renewable energies, e-mobility and global electrification. On the other hand, the metal has become scarce. Whereas 60 profitable copper projects were launched in 2008, only 36 were established in 2020, and this with declining mining values. In 2015 0.65% copper per ton was still being mined; this value will fall to 0.55% by 2025. Existing large copper mines will also need billions in the coming years to maintain their production levels. These additional costs will be passed on to consumers. Today we highlight three companies that either produce or need copper.

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20. July 2021 | 12:38 CET | by André Will-Laudien

BYD, Volkswagen, Kodiak Copper: The 1000 Dollar Correction!

  • Copper

The copper price had reached its interim high in May 2021 at around USD 10,500. Since then, we have seen a standard consolidation of 10-15%, which is not an unusual occurrence in an uptrend. The increase since the beginning of 2020 is over 100%. Copper mines have been able to post multiple performances in the same period, and the recent correction was accordingly somewhat higher. For many market participants, however, the medium-term scenario for the industrial metal is set. Since the political closing of ranks on e-mobility, demand for copper and battery metals has shot through the roof. Mine operators worldwide are alarmed; the currently recoverable capacities cover just 85% of the demand from 2022. Who can close the gap?

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