Recent Interviews

Lewis Black, CEO, Almonty Industries

Lewis Black
CEO | Almonty Industries
100 King Street West, M5X 1C7 Toronto (CAN)

+1 (647) 438-9766

Interview with mine operator Almonty Industries: "Tungsten makes e-cars better"

Nick Luksha, President, Prospect Ridge Resources

Nick Luksha
President | Prospect Ridge Resources
1288 West Cordova Street Suite 2807, V6C 3R3 Vancouver (CAN)

Interview Prospect Ridge Resources: These fillets taste good to the market

Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
CEO | Clean Logistics SE
Trettaustr.32, 21107 Hamburg (DE)


Interview Clean Logistics: Hydrogen challenge to Daimler + Co.

25. October 2021 | 11:41 CET

GSP Resource, Nordex, JinkoSolar - Alternative energies on the rise!

  • Commodities
Photo credits:

The political course set in Germany is also decisive for further progress in the EU's complex opinion-making process. Nordic countries want to promote alternative energies much more strongly, while more southern members are increasingly focusing on nuclear power. French Prime Minister Macron intends to invest a total EUR 30 billion in the expansion of nuclear energy, hydrogen technology and e-mobility as part of his "France 2030" plan for the future. Nuclear power is set to disappear from the German energy mix. The race is already evidently on in Europe to see who will be allowed to cover our electricity shortfall in the future.

time to read: 4 minutes by André Will-Laudien
ISIN: GSP RESOURCE CORP. | CA36249G1090 , NORDEX SE O.N. | DE000A0D6554 , JINKOSOLAR ADR/4 DL-00002 | US47759T1007

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



André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

About the author

Nordex - Now it is time to keep our fingers crossed

Nordex stock can point to a strong rebound. After a month-long sell-off from EUR 26 to below EUR 13, there was stronger interest down there. The downright beaten up stock reported operationally rising orders and a slightly higher expected margin for the following quarters. For the full year, over EUR 5 billion in sales are expected, but profit will only land at the zero line. In 2022, analysts estimate that EBIT will exceed EUR 200 million if revenues remain unchanged. However, Nordex's P/E ratio will still be above 20 until 2024, with the book value at around EUR 9 likely to be key support.

With the break of the downward trend line last Friday and the subsequent dynamic overcoming of the most recently capping 50-day line, the short to medium-term technical picture brightened. To confirm a medium-term relevant bottom formation, it is now necessary to take out the next resistance zone EUR 16.11-16.25 at the end of the day. Yesterday, the stock landed at 16.16, exactly in the middle of this resistance zone. If successful, further price advances in the direction of EUR 16.90 to 19.80 would be possible. If it does not break out, the price is threatened with a further fall towards EUR 13.20. It would be nice if the GreenTech stock finally manages the turnaround.

GSP Resources - New copper projects on the radar

Given the precarious commodity market situation, getting successor projects for mining companies off the ground quickly makes sense. Especially in the copper sector, there is a dangerous dependence on the few producers worldwide.

GSP Resource Corp. is a Canadian explorer specializing in properties in southwestern British Columbia. The Alwin Mine Project is close to its neighbor Teck Resources. The Company holds an option to acquire 100% of the Alwin rights, a claim for mining copper, gold and silver, located in the Kamloops Mining Division, 18 km west of Logan Lake. In addition, GSP can also claim 100% in the Olivine Mountain project, some 600 km away. Directly adjacent to GSP in the Highland Valley is the active mine of Teck Resources, one of the major resource producers focusing on copper.

Additional geological staff have now been mobilized in October to prepare for the next drilling campaign of approximately 1,000 meters at the Alwin mine project. It is expected to start at the end of the month and is designed to test the potential for large tonnages north of the Alwin deposit. The new rotation follows a summer program of five drill holes that totaled 1,439 meters. The 575.72 hectare Alwin Mine copper-silver-gold property is located on a semi-arid plateau in inland South Central BC and hosted a dilute head grade of 1.5% copper in the historic underground mine. Gold and silver grades associated with bornite increase with depth within each mineralized zone.

The Alwin Project continues to hold the best prospects for a commercially viable deposit. With a current fully diluted capitalization of only CAD 5.5 million, GSP could be interesting for little money, especially for major Teck Resources. Therefore, you should put a few shares aside.

JinkoSolar - Political pressure is growing over here and over there

Solar stocks are an important surrogate in energy production to the recent explosion in commodity prices. The more fossil energy increases in price, the more political pressure arises, especially in Europe, to provide alternatives. Although the price hikes in the raw materials sector also make modules more expensive, there will be no solution to this in the medium term.

The pull of rising commodity prices is also causing technology stocks in the alternative energy sector to go through the roof. The papers of JinkoSolar have also clearly broken away from the last correction lows. Photovoltaics is back on the wish list of politicians, and the plans of the probable German traffic light coalition, in particular, are generating additional fantasy.

In China, too, renewable energies are now to be further expanded with state aid because the share of solar energy in the electricity mix must increase. That should keep demand for solar modules on the upswing. According to market analyses, the essential raw material polysilicon could even ease slightly next year due to a good supply situation, ensuring rising gross margins for manufacturers.

A technical look at the Jinko share shows the value in an important resistance zone of EUR 48 to 52. This area would first have to be overcome for real fantasy on the upside. The all-time high is just under EUR 69 - but in May, the stock had already fallen to EUR 23.

Investments in GreenTech stocks are subject to strong cyclicality. While Nordex has been under pressure for months, the solar stock Jinko has been climbing again. GSP Resources is sitting on an excellent copper project, which could end up in the hands of a major at any time due to its favorable valuation.


André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

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.

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26. November 2021 | 12:37 CET | by Armin Schulz

Barrick Gold, Sierra Grande Minerals, Yamana Gold - False breakout in gold?

  • Commodities

On November 5, it seemed gold had finally broken out of its established triangle in the chart. However, since November 19, the bears have retaken the helm for the time being. Investors, who have otherwise relied on gold for inflation and other hedges, are still reacting hesitantly. One reason is the expansion of the money supply, which is displacing people's fear. Nearly all central banks see inflation as temporary. Another reason is the cryptocurrencies, which are also used as capital protection and thus represent competition. If interest rates rise, that would be a bad sign for gold. If inflation remains, global gold demand could increase, with demand from India and China already picking up. The newly formed uptrend in gold is only broken below USD 1,721.1 on a daily basis, so we currently expect gold prices to rise. We, therefore, analyze three gold companies.


17. November 2021 | 12:40 CET | by André Will-Laudien

Leoni, Sierra Grande Minerals, Varta, Nordex - Critical raw materials, skyrocketing prices!

  • Commodities

According to the active suggestions of many climate protectionists, we are all best off riding bicycles. Because the climate measures, in particular the CO2 taxes, will soon make movement with fossil fuels impossible. In October, the E10 fuel price reached the EUR 2.00 mark at some filling stations. As a result, 80% of the gasoline price target formulated by the Greens in the 1990s of 5 D-Marks has been achieved. Calculated on the oil price, a liter of refined fuel would only cost about EUR 0.60; the rest is made up of duties and taxes, as is well known. Interestingly, in the Federal Audit Office records, it is precisely the political climate protection protagonists who stand out with an impressive number of car trips and air miles. It seems that only some people are supposed to restrict themselves, while other more privileged groups enjoy a free ride. Is this the future of individual mobility?


01. November 2021 | 10:29 CET | by Nico Popp

Shell, Sierra Grande Minerals, K+S: 4.1% inflation - here is how investors counteract it

  • Commodities

Inflation in the eurozone climbed to a new record in October - at 4.1%, one can confidently speak of inflation. At the same time, the European Central Bank (ECB) continues to adopt a wait-and-see approach. Although the markets are pricing in an interest rate hike in the eurozone, analysts and the ECB believe these expectations are premature. Given the stuttering economic recovery, it might make sense from the central bank's point of view to delay the exit from the ultra-loose monetary policy a little longer - with all the risks.