September 8th, 2021 | 10:42 CEST
JinkoSolar, Silver Viper, Plug Power: Shares for the energy transition
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"[...] Internally we expect the resource to significantly grow the deeper we mine. [...]" Dennis Karp, Executive Chairman, Manuka Resources
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.
JinkoSolar: Top dog does everything right
JinkoSolar has long been known as a technological high-flyer. The Chinese score in terms of both durability and efficiency. We remember: Just over ten years ago, German companies were still considered pioneers in photovoltaic systems. But even then, the Chinese were cheaper and were gradually catching up technologically. Today, JinkoSolar is one of the hottest solar companies. Recently, the value came a little under the wheels because of the "China fear", but there is no reason in the long term to be deterred from investment. The central government in Beijing will not endanger the solar industry or harm it in the long run. That would quite simply not be rational and would not fit in with the lofty goals of the Chinese who want to move their country forward.
While skeptics were still focusing on possible government repression for JinkoSolar, the Company announced a collaboration with Chinese battery company CATL. The partnership aims to combine photovoltaics with energy storage systems to an even greater extent in the future, thus advancing climate neutrality. With this cooperation, JinkoSolar is consolidating its market position and taking comprehensible steps. The share is not uninteresting, but the value is likely to encounter resistance soon - beyond the EUR 50 mark, the recovery threatens to falter.
Silver Viper: Analysts see around 100% potential
In contrast, the share of Silver Viper Minerals could soon overcome significant resistance. The share is currently trading just before the highs from March. Silver Viper is advancing the La Virginia project in Mexico and presented a detailed resource estimate in May. From this, it can be seen that the project has potential initially as an open pit and, later, as an underground mine. In total, the project is looking at 12.9 million ounces of silver in the inferred category and 6.9 million ounces in the indicated category.
Silver Viper plans to expand the known El Ruby zone in the coming months and make new discoveries. Since management and professional investors hold more than 80% of the Company, the work can proceed quietly and steadily, as in previous years. Silver Viper's way of working also convinces analysts: The analyst firm Red Cloud Securities sees a price target at CAD 1.30, which corresponds to a doubling at the current level. Since silver is needed for solar cells and in electric cars and wind turbines, it could be worthwhile to look at Silver Viper.
Plug Power: Hydrogen solutions from the USA
The Plug Power share has made a name for itself in recent years with rather daring plans. The Company has set itself the goal of supplying fuel cells for electromobility. The US Company is also involved in decentralized energy supply and hydrogen filling stations. Since the January high of over EUR 60, the share has corrected sharply and runs sideways around EUR 20. Given the decision by the automotive industry not to focus on fuel cells, for the time being, the stock has run out of steam. Little of the once ambitious plans remain in terms of the share price.
The energy transition continues to move forward. Innovative technology and ambitious market leaders who are constantly expanding their position are supporting the positive change. However, raw materials are needed to manufacture wind turbines, solar plants and electrolyzers. An exciting metal for this technology is silver. Those who want to accompany the energy turnaround on the stock exchange can do so indirectly with the Silver Viper share and thus invest beyond short-term hypes.
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