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Matthew Salthouse, CEO, Kainantu Resources

Matthew Salthouse
CEO | Kainantu Resources
3 Phillip Street #19-01 Royal Group Building, 048693 Singapore (SGP)

info@krl.com.sg

+65 6920 2020

Interview Kainantu Resources: "We hold the key to growth in the Asia-Pacific region".


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%"


02. June 2021 | 11:34 CET

Infineon, Defense Metals, Aixtron - It is getting tight!

  • RareEarths
Photo credits: pixabay.com

Supply bottlenecks in various industries, e.g. wood, metals, semiconductors or chips (see Infineon and Aixtron in this article), are causing prices to skyrocket. Whether only a short-term phenomenon, it remains to be seen. One area that is heading for ever-increasing demand with manageable supply is "rare earths." Particularly for producers or prospective producers or exploration companies, such as Defense Metals, this should pay off in the medium term.

time to read: 3 minutes by Carsten Mainitz
ISIN: DE0006231004 , CA2446331035 , DE000A0WMPJ6


 

Author

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

About the author


INFINEON TECHNOLOGIES AG - Analysts see 20% upside potential

Infineon is Germany's largest semiconductor manufacturer and is among the TOP 10 in the industry worldwide. The Company was spun off from Siemens and floated on the Neuer Markt in 1999 as a high flyer. At currently around EUR 33 per share, the stock is still a long way from the high of just under EUR 80 at the time. But the bearish phase, partly as a penny stock, has also been left behind. Overall, analysts are currently optimistic about the share and forecast an average upside potential of 20%.

Looking at the current developments and the raised outlook for the current fiscal year, one can only agree. Infineon offers semiconductor and system solutions with a focus on energy efficiency, mobility and security. The semiconductor market is booming thanks to the energy transition and digitalization. With sales of EUR 2.7 billion in the second quarter, the Group was 3% above the previous year. A weaker result was achieved at the operational level and the profit level. However, this reporting date view should not be overestimated.

The Group described the current market situation by saying that demand exceeded supply in most fields of application. Infineon's factories were running at full speed and the Group was investing in additional capacity. As a result, Infineon has slightly increased its guidance for the fiscal year. The Group is now forecasting around EUR 11 billion sales with an operating margin of around 18%. Free cash flow is now expected to reach more than EUR 1.2 billion.

DEFENSE METALS CORP - Drilling program to start soon

The Canadian exploration Company Defense Metals is focused on advancing the Wicheeda Rare Earth Project, which covers approximately 1,700 hectares in the state of British Columbia. To date, the following indications of rare earth metals have been made on the project: indicated mineral resources of 4.89 million tonnes averaging 3.02% light rare earth elements (LREO) and suspected mineral resources of 12.1 million tonnes averaging 2.90% LREO. The latest 2019 drilling campaign of 13 holes and approximately 2,000 meters delivered good results.

In May, the Company announced its intention to carry out a capital increase with gross proceeds of CAD 5 million. This will involve offering 15.625 million shares at a price of CAD 0.32 plus a whole warrant with an exercise price of CAD 0.425 and a 3-year term. The Company also announced further concrete steps to expand resources and delineate diamond drilling at Wicheeda at the end of May. Building on the success of the 2019 drill program, the deposit is to be extended northward. Defense Metals sees the potential here to uncover additional near-surface resources. The Company plans to drill at least 2,000 meters and up to 5,000 meters of diamond drilling to expand the deposit and further delineate existing resources. The next target will then be a preliminary feasibility study.

The underlying conditions for the stock are entirely correct. Rare earths are in demand by so many industries and are becoming increasingly scarce. China's dominant market position in these critical raw materials generally leads to a desire for production to be established outside the People's Republic, thus making supply chains more secure. This is especially true for the defense industry, Defense Metals' focus sector. With a market capitalization of only CAD 22 million, there is currently a favorable opportunity to invest in the Company. Good newsflow from the drilling program should pay off soon.

AIXTRON SE - Globally recognized and sought-after

The Aachen-based company is familiar to older investors from the New Economic days of over 20 years ago. The Company entered the trading floor in November 1997. In the phase of stock market euphoria, the share price shot up to EUR 80 in the following years and then crashed to below EUR 3. Today, after an eventful history, the share price is around EUR 17. The Company is thus valued at just under EUR 2 billion. What does Aixtron do? Aixtron is a specialty machinery company and is one of the world's leading suppliers of deposition equipment for the semiconductor industry, both to produce on an industrial scale and provide equipment for research and development (R&D) and pre-series production.

The devices produced are used in a wide range of innovative applications, technologies and industries. These include, for example, laser, LED, and display technologies, data transmission, communications, signal and lighting, and many other demanding high-tech applications. Demand is rising steadily, which is why the Company is repeatedly traded as a takeover candidate due to its market position. The driver of demand remains the desire for higher energy efficiency, processing and transmission speed of data, and 3D sensor applications and innovative display technologies.


Author

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

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:

23. September 2021 | 12:29 CET | by Fabian Lorenz

BYD, Nel, Defense Metals: In which direction is it going?

  • RareEarths

After the significant setback on Monday, the stock markets are looking for a direction. Individual stocks have held up well in recent days. Among these is Nel. The hydrogen specialist was even able to gain on Monday. That was not the case with BYD, but the shares of the Chinese car manufacturer are holding up surprisingly well given the crisis surrounding the Evergrande real estate group and the regulatory fury of the Chinese government. In addition, there are positive reports from the Company. Defense Metals also has positive news to report. Initial drilling results exceed expectations. All three shares are benefiting from the trend towards alternative drives.

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15. September 2021 | 14:03 CET | by Armin Schulz

JinkoSolar, Defense Metals, Daimler - Sustainability only with rare earths

  • RareEarths

Rare earths are found in almost all new technologies such as smartphones, e-cars, etc. The leading supplier is China. Rare earths occur more often than one might think, but mining them is rarely economically profitable. Thus, China has a kind of monopoly position. With the trade dispute between the US and China brewing, more people realize that Western countries should seek alternative access to rare earths. If China limits exports, it would quickly lead to shortages. Accumulators or batteries would soon become scarce. Due to sustainability issues, the increased demand can already be seen in the increased prices for rare earths.

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06. September 2021 | 10:44 CET | by Carsten Mainitz

Defense Metals, Nordex, Rheinmetall - These shares benefit from megatrends!

  • RareEarths

Rising corporate profits are an understandable driver for higher share prices. Therefore, positioning with stocks in sectors or with business models that benefit from long-term (mega) trends is a smart move. Renewable energies, electromobility, various areas of technology and rare earths are fields that will continue to grow significantly in the medium term. With the shares presented, you can profit from this.

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