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Humphrey Hale, CEO, Managing Geologist, Carnavale Resources Ltd.

Humphrey Hale
CEO, Managing Geologist | Carnavale Resources Ltd.
Level 2, Suite 9 389 Oxford Street, WA 6016 Mount Hawthorn (AUS)

info@carnavaleresources.com

Interview Carnavale Resources: Good cards for long-term success


Bill Guy, Chairman, Theta Gold Mines Limited

Bill Guy
Chairman | Theta Gold Mines Limited
Level 35 (ServCorp), Intl Tower One 100 Barangaroo Ave, 2000 NSW Australia (AUS)

info@thetagoldmines.com

+61 2 8046 7584

Interview Theta Gold Mines: This team has already brought 20 mines into production


David Mason, Managing Director, CEO, NewPeak Metals Ltd.

David Mason
Managing Director, CEO | NewPeak Metals Ltd.
Level 27, 111 Eagle Street, QLD 4000 Brisbane (AU)

info@newpeak.com.au

+61 7 3303 0650

Interview New Peak Metals: Many chances for great success


01. June 2021 | 08:30 CET

HeidelbergCement, Silkroad Nickel, BYD: Shares with an explosive mix

  • Nickel
Photo credits: pixabay.com

You do not have to be an economist or a well-connected investment guru to evaluate opportunities on the stock market. It is often the apparent developments and trends that point the market in the right direction. For investors, it is then a matter of interpreting these facts. For example, building materials are scarcer than ever - prices for wood and other essential materials have risen rapidly. Industrial metals are also in high demand. New technology, investment in construction and infrastructure, and the end of the pandemic make for an explosive mix.

time to read: 3 minutes by Nico Popp


Jerre Foo, Corporate Development Executive, Silkroad Nickel
"[...] China has become the manufacturing capital of the World, and because of its infrastructure, expertise and capabilities, Silkroad Nickel has strategically positioned itself to partner with Chinese companies in the Stainless Steel and EV industries [...]" Jerre Foo, Corporate Development Executive, Silkroad Nickel

Full interview

 

Author

Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

About the author


HeidelbergCement: Boredom on the decline

The HeidelbergCement share was boring for a long time. Then came the pandemic and the stock was considered unsafe. But the reality soon looked different. The crisis dampener on the real estate market only made itself known for a few months, then normality quickly returned. And normality in recent years means rising prices. HeidelbergCement is the world's third-largest building materials manufacturer and has set ambitious goals: It wants to achieve an EBITDA margin of 22% by 2025. To achieve this, the Company is investing in digitization, among other things, and is making cuts in regions that are not profitable.

This kind of drastic change is traditionally well received on the stock market. However, companies usually take such steps out of necessity. HeidelbergCement is by no means in need. Thanks to infrastructure programs in the USA and other regions such as India and Australia, the Company has a positive outlook for the future. The share price has risen by almost 63% over the past year, and in recent months it climbed by around 15%. For a manufacturer of building materials, this is a very dynamic development. The Company is healthy and has a future, but the potential of the share seems limited.

Silkroad Nickel: Sounds like a good deal

Indonesian nickel producer Silkroad Nickel should have more potential. Indonesia is considered an important producer of industrial metals and has also invested heavily in the processing of raw materials in recent years. Silkroad Nickel has long-term supply agreements with Chinese companies and supplies them with products for stainless steel, among other things. Electric mobility is also a driver for Silkroad. The Company wants to expand even more into downstream industries of raw material production and refine its products further. In this way, Silkroad Nickel intends to open up new business areas.

The Company already has good contacts with major Chinese companies. The world's largest stainless steel producer, Tsingshan, is one of Silkroad's customers. From 2022, Silkroad Nickel plans to put a new rotary kiln into production to produce 350,000t of ferronickel per year. Such a plant is considered very profitable in Indonesia, where mining costs for nickel ore are particularly favorable. Despite investments of around USD 400 million, the rotary kiln is expected to generate USD 672 million in revenue in its first year, which could mean a bottom-line net profit of around USD 200 million. Silkroad's market capitalization is currently only around EUR 66 million. The stock has attracted little attention so far. However, it should benefit from the strengthening global economy and infrastructure investments in the short term and demand around electric mobility in the medium term. Read about the Company's plans in an interview with Jerre Foo, corporate development executive at Silkroad Nickel, here.

BYD: Where do we go from here?

Demand for metals such as nickel and co. that are used in batteries for electric cars, among other things, is also driving companies such as BYD. Shares from this sector have recently fallen out of focus a little. The reason for this is that they have already performed very well and the market has given them advance praise. Since established carmakers are now also focusing strongly on electromobility, the electric pioneers are losing a bit of their unique selling proposition. In addition, brands such as Volkswagen have a better reputation even in China than many local carmakers. However, BYD's stock, in particular, has recovered recently: the value rose by around 7% in just five trading days. Where do things go from here?

There is still a lot of room to reach the record prices at EUR 28. First, the share has to break through the EUR 20 mark in German trading. All it needs is a favorable market environment. BYD is very well positioned with its battery production and the semiconductor division and should also play a significant role in the automotive industry in the long term - whether as a manufacturer or supplier. However, the stock is no longer an insider tip.


Author

Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

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:

15. June 2021 | 14:17 CET | by André Will-Laudien

NIO, Volkswagen, Toyota, Silkroad Nickel - Now it really starts!

  • Nickel

Armin Laschet (CDU), the CDU/CSU candidate for chancellor, does not want to give the internal combustion engine an expiration date, even though he himself drives an electric car. He also warns against focusing solely on the electric vehicle regarding climate protection in the transport sector. "I do not believe that this will be the form of mobility for the next 30 years, even though I drive an electric car myself," the CDU federal chairman told Handelsblatt. "There are ecological implications, for example, in battery production and the extraction of raw materials. We will still see many technological leaps." So in terms of e-mobility, the last word has not yet been spoken. Nevertheless, the industry is gearing up for a politically motivated wave of purchases. For this, it needs raw materials.

Read

11. June 2021 | 11:46 CET | by Stefan Feulner

BYD, Silkroad Nickel, Baumot - WallStreetBets: Enough is enough!

  • Nickel

Yesterday windeln.de and Adler Modemärkte, today Baumot and Nanogate. Every day, a new sow is driven through the village by the gambler community. There are no fundamental reasons for these stocks. The trend, which was started by the Reddit subcommunity WallStreetBets, is now spilling across the pond into Germany. There are companies, especially with regard to the energy transition, that have real potential due to their growth and profit prospects.

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21. May 2021 | 09:14 CET | by Carsten Mainitz

Silkroad Nickel, NIO, Varta - Pre-programmed bottlenecks = price opportunities

  • Nickel

Electromobility and battery technology are inextricably linked. Sales figures for e-vehicles are rising rapidly and will multiply in the next few years. This global increase in production will become challenging in many places. Not just with the competitive situation, which is becoming increasingly intense as Chinese players gain strength, but also the availability of the critical raw materials for battery production. There are signs of a huge supply deficit in nickel over the next few years. We show you how to invest with foresight and profitably.

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