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August 25th, 2021 | 10:51 CEST

JinkoSolar, Blackrock Silver, Standard Lithium: The winners of the climate turnaround

  • Silver
Photo credits: pixabay.com

Renewable energy is the essential key to climate neutrality. Even the solar energy that reaches the earth in just one hour would be enough to supply the world with electricity for a year. So it makes sense to tap into more of this energy. Since solar modules and photovoltaic systems currently produce around twenty times more energy over their lifetime than is needed to manufacture them, the approach pays off. We present three companies involved in renewable energies and highlight their current opportunities.

time to read: 3 minutes | Author: Nico Popp
ISIN: JINKOSOLAR ADR/4 DL-00002 | US47759T1007 , Blackrock Silver | CA09261Q1072 , STANDARD LITHIUM LTD | CA8536061010

Table of contents:


    JinkoSolar: Great potential lies dormant here

    JinkoSolar is a leader when it comes to solar panels. The Chinese were early adopters of the technology and have made every effort to produce cheaply. The decline in prices in recent years is certainly the main achievement of manufacturers like JinkoSolar. But as experts suggest, solar panels are not likely to become steadily cheaper - the price decline is expected to slow, which would also stabilize the margins of JinkoSolar and Co. However, the Company's main problem is not margins but the economic policy discord in China over large tech companies and companies from other industries. Beijing tightens the reins and emphasizes that the party still has the final say even in state capitalism.

    That has scared off some investors in recent weeks and also weakened JinkoSolar's stock. But valuations at solar companies are low and the industry has a bright future. Climate protection is gaining importance, and in the future, even more properties are likely to be equipped with solar or photovoltaic systems. Suppliers like JinkoSolar are perfectly positioned for this. Recently, the share stabilized somewhat. While this is not a turnaround, but at best an initial positive signal, investors should watch the stock.

    Blackrock Silver: Here it goes on steadily

    The Blackrock Silver share is also exciting in the field of regenerative energy. The Company is advancing its Tonopah West project in the "Silver State" of Nevada. The Company is exploring for gold and silver and has already drilled 80,000 meters since June 2020. Since then, the Company has discovered more than 60 significant anomalies, drilling intersections ranging from 1 to 29 meters. Currently, the Company is working on drilling an additional 60,000 meters. A resource estimate is expected to be released by the end of 2021. In addition to Tonopah-West, the Company is also working on the Silver Cloud property, covering 45 sq km of land. Blackrock Silver is considering spinning off this property to shareholders to leverage additional value.

    The Tonopah West project is located in the middle of a developed infrastructure: roads, electrical power, and even motels and casinos are not far away. Unlike projects in no man's land, that could be a plus for Blackrock Silver. The stock has held comparatively steady over the past few months but is still trading about 40% below where it was 12 months ago. Projects are advanced, and a spin-off from Silver Cloud could leverage further potential. The stock should be a comeback candidate when the market's focus shifts back to precious metals. The silver company also occupies another exciting topic with renewable energies.

    Standard Lithium: What investors can do

    The Standard Lithium share shows where the journey can go when the market rediscovers a company that has fallen out of focus. Within 12 months, the share climbed from 63 cents to a peak of EUR 7.66. Currently, the stock is trading at EUR 5.50 again, the same level it had been stuck at a few weeks ago. Shares like Standard Lithium have a future - the entire automotive industry is relying on electric drives, so lithium is urgently needed. But the shares are also already highly valued. Investors should stop touching these hot irons and instead focus on lithium stocks, which have not been so much in focus lately.


    While Standard Lithium is expensive and JinkoSolar is suffering from the political environment in China, Blackrock Silver is doing its job and drilling steadily. A resource estimate is due at the end of the year, providing more information about how much gold and silver is lying dormant at Tonopah West. As a stock that is currently entirely out of focus, Blackrock Silver could prove to be an insider tip.


    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.

    Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.

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    Der Autor

    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



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