Close menu




March 31st, 2022 | 11:21 CEST

Kodiak Copper, Plug Power, BYD - Copper, copper and more copper

  • Copper
  • GreenTech
Photo credits: pixabay.com

Carmaker BYD is finally showing itself without a mask: the brand-new Ocean X model is giving rival Tesla a run for its money. The Chinese electric carmaker is thus tapping into the design-savvy target group in the upper-middle class, which is climate-neutral and cost-conscious and relies on timeless elegance. Powered by electric motors with 203 hp, anyone will then be able to overtake the plug-powered MAN trucks in the left lane from 2023. But only if explorers like Kodiak Copper continue to successfully discover copper areas to meet market demand for the popular metal. 'Teamwork makes the dream work' is especially true for the Canadian Company's top executives.

time to read: 4 minutes | Author: Juliane Zielonka
ISIN: KODIAK COPPER CORP. | CA50012K1066 , PLUG POWER INC. DL-_01 | US72919P2020 , BYD CO. LTD H YC 1 | CNE100000296

Table of contents:


    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

     

    Kodiak Copper - Last day for private placements - Investment opportunity

    Copper as an investment in the commodity asset class is emerging as an exciting field. Demand for the metal comes mainly from the electric car industry and renewable energy sources such as wind and solar. Analysts see good growth opportunities for the metal as a long-term investment. Especially at the beginning of the pandemic, supply chains were disrupted, and components containing copper could not be produced or installed. Investors who bet on shares in the end products lost out.

    In order to be well equipped against supply bottlenecks in the future, areas with rich copper deposits are needed first. These areas - ideally in a company's own country or neighboring countries - can then be explored bit by bit and the deposits mined to serve the relevant industries. Explorer companies like Kodiak Copper do this exploration job. The Company specializes in areas that are readily accessible and have already been explored but have not been analyzed in depth.

    With board member Chris Taylor's 20 years of industry experience, the Company gains ideal track records in finding mineral resources. As a geologist, Taylor has in-depth insider knowledge and can see connections in areas where other explorers see only forests and meadows. Kodiak Copper's flagship project is the MPD copper-gold porphyry project in British Columbia, Canada. Thanks to Taylor's expertise, Kodiak Copper discovered high-grade mineralization within broad mineralized rocks in 2020.

    The fact that their acreage also contains gold as a byproduct is an added asset in these turbulent times. German-born CEO Claudia Tornquist also adds her expertise to the excellently positioned team. In previous director and board positions, Tornquist primarily led successful corporate acquisitions in this industry.

    Plug Power - Morgan Stanley's growth candidate

    One of these copper buyers is the US company Plug Power. Plug Power specializes in green hydrogen. From production to storage and delivery to energy generation, Plug Power actively supports its industrial partners in reducing CO₂ emissions. This all-round support sets Plug Power apart from its competitors in this field. That is because Plug Power also helps its customers see how they can cost-effectively achieve their sustainability goals with hydrogen and fuel cells.

    The Company focuses on turnkey green hydrogen and fuel cell solutions to do this. These have several advantages over conventional energy supplies for on-road mobility. In other words, companies now facing a turnaround can use Plug Power to leverage the full ecosystem to meet their governments' sustainability goals - without incurring losses.

    According to CNBC, Morgan Stanley gives Plug Power shares in particular growth opportunities. And transport company MAN SE, which German drivers know mainly from buses and trucks on the right-hand autobahn lane, is also betting on Plug Power technology for its switch to hydrogen-powered transport vehicles.

    BYD - Brand new Ocean-X model puts the heat on Tesla

    Electric car producer BYD is stepping on the gas big time in product design. What has so far been mainly attributable to Tesla and Elon Musk's zeal, the China competitor is now accomplishing hands down. Yesterday, BYD published official photos of its new Seal sedan. It is the first model in the new Ocean line and a full-fledged competitor to the Tesla Model 3. To compete with Tesla, the BYD Seal model will have better performance, range and pricing. All models will be equipped with lithium iron phosphate blade batteries that incorporate copper. The electric motor puts out a whopping 203 horsepower.

    BYD is extremely clever in its product launch campaign. The Company makes intensive use of social networks such as Chinese Weibo to place photos of the brand-new model as if they were spy shots set purely at random. These models, referred to as Erlkönig, have camouflage protection on the outside. The brand also cavorts in interactive discussion forums like Reddit, creating a whirlwind of attention, especially among young and style-conscious investors who write about it passionately and bring the brand into the conversation.

    BYD will only unveil the model and reveal all the details at the Auto China trade fair in Beijing on April 21, 2022. It is planned to go on sale in the second half of the year, and exports should start in 2023. Those who want to drive this car should already get on the waiting list of their trusted BYD dealer. Or make a well-considered investment that will last longer than a car's lifetime.


    The shift to zero-emission drives is in full swing, and hydrogen ecosystem producers like Plug Power are helping their industry partners make a smooth turnaround to sustainable energy. These are used in power generation for industrial and private households and in the electric vehicle industry. Whether with MAN on the delivery transport rail or with BYD in the elegant sedan model as a competitor to Tesla - none of these producers runs smoothly without copper. That puts Kodiak Copper at the forefront as an explorer in the procurement of the in-demand metal. Thanks to the unbeatable team's bundled know-how, the Canadian Company is an exciting candidate for long-term investment strategies.


    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 hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and the like on news.financial. These contents are exclusively for the information of the readers and do not represent any call to action or recommendations, neither explicitly nor implicitly they are to be understood as an assurance of possible price developments. The contents do not replace individual expert investment advice and do not constitute an offer to sell the discussed share(s) or other financial instruments, nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but a journalistic or advertising text. Readers or users who make investment decisions or carry out transactions on the basis of the information provided here do so entirely at their own risk. No contractual relationship is established between Apaton Finance GmbH and its readers or the users of its offers, as our information only refers to the company and not to the investment decision of the reader or user.

    The acquisition of financial instruments involves high risks, which can lead to the total loss of the invested capital. The information published by Apaton Finance GmbH and its authors is based on careful research. Nevertheless, no liability is assumed for financial losses or a content-related guarantee for the topicality, correctness, appropriateness and completeness of the content provided here. Please also note our Terms of use.


    Der Autor

    Juliane Zielonka

    Born in Bielefeld, she studied German, English and psychology. The emergence of the Internet in the early '90s led her from university to training in graphic design and marketing communications. After years of agency work in corporate branding, she switched to publishing and learned her editorial craft at Hubert Burda Media.

    About the author



    Related comments:

    Commented by Fabian Lorenz on July 3rd, 2024 | 07:00 CEST

    Nel and Plug Power at the end? New hydrogen favourites like dynaCERT share?

    • Hydrogen
    • GreenTech
    • renewableenergies

    Are Nel and Plug Power at the end? In any case, the latest company reports from the former hydrogen high-flyers are no longer causing share prices to soar. Investors have been disappointed too often, and both are still worth billions on the stock market. It is undisputed that hydrogen will play an important role in the energy mix of the future. But it may be time for new favourites such as the German Nucera and dynaCERT. The latter is currently strengthening its team with a former German Daimler manager and has reported another order. The Company does not want to reinvent the wheel but to reduce emissions from diesel vehicles. This seems to be easier to achieve in practice than the mega-projects of Nel & Co.

    Read

    Commented by Fabian Lorenz on June 19th, 2024 | 07:00 CEST

    Insider alert at Rheinmetall and Thyssenkrupp Nucera! Is First Hydrogen better than Nel?

    • Hydrogen
    • GreenTech
    • Defense
    • renewableenergies

    Insiders are taking action after the Rheinmetall share slipped below the EUR 500 mark in the past few days. Following share purchases last week, more board members ordered shares at the start of this week. And there is also positive news on the operational side. There is also an insider alert at Thyssekrupp Nucera. Can the German hydrogen share stop the downward trend? And should First Hydrogen be preferred over Nel? There are good reasons for this. The Canadians' hydrogen commercial vehicle has now also impressed Amazon in practical tests. The news has gone under the radar in the current negative industry environment. This presents a buying opportunity, as EUR 500 million in annual revenue potential is offset by a EUR 30 million market capitalization.

    Read

    Commented by André Will-Laudien on June 3rd, 2024 | 07:15 CEST

    Armaments are becoming socially acceptable, and Hydrogen is finally turning! Rheinmetall, Hensoldt, dynaCERT, Nel ASA and Plug Power in focus!

    • Hydrogen
    • GreenTech
    • Defense
    • renewableenergies

    Who would have thought armaments would become acceptable under a pacifist red-green government? Never before have the opportunities for German defense stocks been as great as they are now. This is because the significant increase in geopolitical conflicts has heightened the need for security in Central Europe. In addition, the EU wants to show its support for Ukraine against the aggressor Russia and is ordering substantial amounts of war materials. In contrast, hydrogen values have almost been forgotten in the last two years. But now, there could be a revival. We look at two sectors with different underlying conditions. Investors should sharpen their senses now!

    Read