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Jim Payne, CEO, dynaCERT Inc.

Jim Payne
CEO | dynaCERT Inc.
101-501 Alliance Avenue, M6N 2J1 Toronto, Ontario (CAN)

jpayne@dynacert.com

+1 416 766 9691

dynaCERT CEO Jim Payne on attractive hydrogen opportunities


Sebastian-Justus Schmidt, CEO and Founder, Enapter AG

Sebastian-Justus Schmidt
CEO and Founder | Enapter AG
Ziegelhäuser Landstraße 1, 69120 Heidelberg (D)

info@enapterag.de

Enapter AG CEO and founder Sebastian-Justus Schmidt on the future of hydrogen


John Jeffrey, CEO, Saturn Oil & Gas Inc.

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

jjeffrey@saturnoil.com

+1-587-392-7900

Saturn Oil & Gas CEO John Jeffrey on the future of the company and ESG


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


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:

20. January 2021 | 10:21 CET | by Stefan Feulner

BYD, Kodiak Copper, Xpeng - then it will explode!

  • Copper

The energy transition is in full swing. Month after month, electric manufacturers are posting new sales records. This development is just the beginning and will accelerate in the coming years. However, the demand for raw materials, which are urgently needed for industries such as e-mobility or renewable energies, will also accelerate. There is a threat of enormous shortages of several raw materials in the medium term. The result will be an extreme price explosion.

Read

20. January 2021 | 09:23 CET | by Carsten Mainitz

Varta, Nevada Copper, Millennial Lithium - Electrified: you can still get in at a fair price!

  • Copper

The growth in the areas of electromobility, renewable energies and the multi-faceted technology industry is leading to a substantial increase in demand for raw materials. If expert forecasts are to be believed, demand will significantly exceed supply in the coming years, which can only lead to the conclusion that prices will continue to rise. Copper and lithium are good examples of this. Linked to the topic of energy are also the challenges regarding new storage media. We present three promising companies for which demand and growth play into the cards.

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13. January 2021 | 09:56 CET | by André Will-Laudien

Kodiak Copper, Rio Tinto, Gazprom: The next commodity doublers!

  • Copper

An utterly different madness! A perfect illustration of the current mania on the stock market is the price performance of the unknown stock, Signal Advance. The papers of the medical technology company based in Texas drove social media-driven investors, since Thursday, by more than 11,000% upwards, from USD 0.6 to USD 70.0. On Monday, the stock closed at USD 38.7, up more than 438% from Friday. Signal Advance, which, according to research, has not generated any significant revenue in 2019 or 2020, let alone profits, is now suddenly worth more than USD 3 billion on the stock market. Yesterday at the opening, it then went down with -75%, so it is likely better to stay with solid commodity stocks!

Read