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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%"


Gary Cope, President and CEO, Barsele Minerals

Gary Cope
President and CEO | Barsele Minerals
Suite 1130 - 1055 W. Hastings Street, V6E 2E9 Vancouver (CAN)

info@barseleminerals.com

+1(604) 687-8566

Interview Barsele Minerals: 'I have never seen a project with such good general conditions'.


18. June 2021 | 12:33 CET

Kodiak Copper, Deutsche Telekom, Varta - What is going on in commodities?

  • Copper
Photo credits: pixabay.com

The hype around wood lasted until May 25, after which the rally ended and the price consolidated by a whopping 40%. Gold was trading above USD 1,900 last week. In parallel to this article's writing, the price is below USD 1,800. A minus of about 5.5% within five days, and the industrial metal for electrification and copper, dropped by 8%. Currently, all factors speak for a further increase in commodity prices. Real interest rates are still negative, and inflation should also remain high. The Fed could not help calm the markets, although interest rate hikes were not announced until 2023. However, the Fed intends to continue its bond purchases. Consolidation can always occur after strong increases, and so we will see long-term rising commodity prices, especially for precious metals and copper.

time to read: 3 minutes by Armin Schulz
ISIN: CA50012K1066 , US2515661054 , DE000A0TGJ55


Nick Mather, CEO, SolGold PLC
"[...] We knew the world was rapidly electrifying and urbanising and needing significant amounts of copper to do so. [...]" Nick Mather, CEO, SolGold PLC

Full interview

 

Author

Armin Schulz

Born in Mönchengladbach, he studied business administration in the Netherlands. In the course of his studies he came into contact with the stock exchange for the first time. He has more than 25 years of experience in stock market business.

About the author


Kodiak Copper - Exploration accelerated by 2nd drill rig

The MPD project covers 14,716 hectares since the Axe acquisition. Exploration drilling has been underway here since March this year to reach the 30,000m target. Currently, work is underway on the promising Gate Zone. On May 11, the Company issued an update on the drilling program. A total of 6 holes totaling 3,711m have been completed. Drilling indicates that 75m north and 125m south of the last holes also contain promising copper anomalies.

On June 17, the Company announced the deployment of a second drill rig to move forward more quickly with exploration. CEO Claudia Tornquist expects initial drill sample results in a few weeks. The flow of information is likely to continue in the coming months. Once the main work in the Gate Zone is done, the next step is to deploy a drill rig in the Dillard Zone. This zone has similar geology to the Gate Zone, offering further potential for the MPD project.

After my last article on Kodiak Copper, the stock rallied nearly 60% to CAD 2.34. Since then, the copper price has consolidated, and so has the stock, which is currently priced at around CAD 1.90. Due to the upcoming news, you can now buy shares, just in case you missed the first entry. It is going to be an exciting few months at Kodiak Copper.

Varta - The battery specialist with a dividend

Varta has been working on a high-performance lithium-ion cell called V4Drive, and not just since the German carmakers went on the offensive with e-mobility. It was announced back at the end of March, and there is now the first German premium car manufacturer that could be won as a customer. No wonder, because the technical data speaks for itself, the charging time is only 7 minutes.

Rumor has it that Apple is also in talks with Varta, as Apple is trying to bring an autonomous car to market. A battery that can be charged quickly would, of course, be an advantage. However, it must be noted that pilot production of the battery is not scheduled to start until the end of the year. If this is successful and the Company finds other large partners, the potential would be enormous.

The share formed a double bottom on May 12 and has constantly been rising since then. Therefore, yesterday's Annual General Meeting should have been relatively calm, especially as a dividend of EUR 2.48 per share is to be distributed to shareholders. The resistances at EUR 136.90 and EUR 138.50 were successfully overcome. The next target is EUR 145.50. Currently, however, we would wait for a setback to get in.

Deutsche Telekom - Breakout successful

Business at Deutsche Telekom is going well, with revenue up 32.3% in the first quarter. However, the result includes the acquisition of Sprint; otherwise, revenue would have only grown by about 7%. And that brings us to the only bad news - it has been announced that a shareholder of T-Mobile US has filed a lawsuit against the merger. It accuses the board of directors of not renegotiating the merger, even though SoftBank would have been under pressure because of other business cases.

The stock does not care much, and Deutsche Telekom's management also wants to continue the growth story and further expand its stake in T-Mobile US. No wonder, since the subsidiary currently generates 60% of the Company's profits. But business is also going well within Germany. Management's target is to increase Group revenue by 1 to 2% per year and adjusted EBITDA by as much as 3 to 5%. A dividend of at least EUR 0.60 is to be paid, but it can also be more if the results are good.

Since the share has overcome the resistance at EUR 15.50, it has been on an upward trend. The next resistance is EUR 18; if this is broken, the share has room to move up to EUR 19.30. Investors should be wary of a pullback here. As an investor, you should wait for a setback to get in and then participate in the excellent dividend yield.


Author

Armin Schulz

Born in Mönchengladbach, he studied business administration in the Netherlands. In the course of his studies he came into contact with the stock exchange for the first time. He has more than 25 years of experience in stock market business.

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:

21. July 2021 | 12:49 CET | by Armin Schulz

QMines, Varta, Siemens Energy - Who benefits from the copper shortage?

  • Copper

The copper price has moved significantly upwards over the past year. On the one hand, this is due to the increasing demand caused by sustainability topics such as renewable energies, e-mobility and global electrification. On the other hand, the metal has become scarce. Whereas 60 profitable copper projects were launched in 2008, only 36 were established in 2020, and this with declining mining values. In 2015 0.65% copper per ton was still being mined; this value will fall to 0.55% by 2025. Existing large copper mines will also need billions in the coming years to maintain their production levels. These additional costs will be passed on to consumers. Today we highlight three companies that either produce or need copper.

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20. July 2021 | 12:38 CET | by André Will-Laudien

BYD, Volkswagen, Kodiak Copper: The 1000 Dollar Correction!

  • Copper

The copper price had reached its interim high in May 2021 at around USD 10,500. Since then, we have seen a standard consolidation of 10-15%, which is not an unusual occurrence in an uptrend. The increase since the beginning of 2020 is over 100%. Copper mines have been able to post multiple performances in the same period, and the recent correction was accordingly somewhat higher. For many market participants, however, the medium-term scenario for the industrial metal is set. Since the political closing of ranks on e-mobility, demand for copper and battery metals has shot through the roof. Mine operators worldwide are alarmed; the currently recoverable capacities cover just 85% of the demand from 2022. Who can close the gap?

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19. July 2021 | 11:05 CET | by Carsten Mainitz

Barrick Gold, GSP Resource, SMA Solar - Buy Prices?

  • Copper

Raw materials and energy are central prerequisites for our life as we know it not to stand still. Often it is only when there are supply bottlenecks and significant price jumps that we become aware of the importance of what is suddenly no longer readily available. Due to their fundamental importance, commodities and energy are therefore forward-looking investment themes. We present three exciting companies. Who will win the race?

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