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Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
CEO | Clean Logistics SE
Trettaustr.32, 21107 Hamburg (DE)

info@cleanlogistics.de

+49-4171-6791300

Interview Clean Logistics: Hydrogen challenge to Daimler + Co.


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".


13. January 2021 | 09:56 CET

Kodiak Copper, Rio Tinto, Gazprom: The next commodity doublers!

  • Copper
Photo credits: Kodiak Copper Corp.

An utterly different madness! A perfect illustration of the current mania on the stock market is the price performance of the unknown stock, Signal Advance. The papers of the medical technology company based in Texas drove social media-driven investors, since Thursday, by more than 11,000% upwards, from USD 0.6 to USD 70.0. On Monday, the stock closed at USD 38.7, up more than 438% from Friday. Signal Advance, which, according to research, has not generated any significant revenue in 2019 or 2020, let alone profits, is now suddenly worth more than USD 3 billion on the stock market. Yesterday at the opening, it then went down with -75%, so it is likely better to stay with solid commodity stocks!

time to read: 4 minutes by André Will-Laudien
ISIN: CA50012K1066 , GB0007188757 , US3682872078


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

André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

About the author


Kodiak Copper - Perfect property in British Columbia

The economic downturn is weaker than expected. At the same time, political will around the globe is catapulting alternative powertrains through the roof. Nothing other than hydrogen and e-mobility is likely to be on the table. There is still a huge adjustment to be made in the entire automotive production sector in the coming years. Apart from these adjustments, however, e-mobility primarily means a lot of demand for copper. If you trust the London Commodity Exchange, the copper shortage is already noticeable and will develop into a real bottleneck for the industry in the next 5 years. New deposits are needed because even the existing mines are working at their limits.

The Canadian explorer Kodiak Copper from British Columbia has recognized the signals and is stepping up its efforts to develop the properties around the MPD project as quickly as possible. Its deposits contain copper and gold in the form of extensive porphyry mineralization. Excellent results have already been obtained from the initial shallow drilling. The area is developed with infrastructure and is surrounded by producing mines such as Copper Mountain, Highland Valley and New Afton. In addition to the BC project, there is also a copper project in Arizona with excellent infrastructure.

Kodiak Copper was launched in 2015 by the successful Great Bear team and in 2020 they completed a 6,700m drill section. One of the most impressive intercepts returned 282 m of 0.70% Copper and 0.49 g/t Gold (1.16% CuEq), including 45.7 m of 1.41% Copper and 1.46 g/t Gold (2.75% CuEq). A staggering 30,000m is planned for 2021, which will again add some value.

Kodiak Copper has an interesting shareholder base. Teck Resources owns 9.3% and the management and other board members like the mining expert Christopher Taylor own in total 8.6%, with 47% to be added to the free float. After the initial drill results, the share price shot up from CAD 0.50 to CAD 3.13 from September 2020, and currently can be had again at CAD 1.60. The Kodiak deposit should have long been in the focus of a surrounding major. Thus, a favorable entry basis is currently still given; the lights for good copper projects continue to be green.

Rio Tinto - Solid at a ten-year high

The broadly diversified mining group Rio Tinto is a multinational Company that combines the British Rio Tinto Plc. and the Australian Rio Tinto Limited under its umbrella. The Company focuses on the development, exploration and mining of almost every conceivable mineral deposit. The geographical focus is on Australia and North America, but Rio Tinto is also active in Europe, South America, Asia and Africa. In addition to aluminum, copper, and gold, the Group's mineral portfolio also includes diamonds, industrial metals, coal, uranium, iron ore and various other raw materials.

With the Senate election in Georgia, iron ore producer Rio went through the roof. Steel benefited from the rising iron ore price, and other industrial metals also climbed higher after Democrats won the Georgia Senate runoff election. The iron ore price rose another 0.80 USD overnight to USD 167.95 per ton. It is now expected that there will be further stimulus to boost economic growth in the United States very soon. Trump, the enabler of the base industries, seems already ticked off.

It bodes very well for Rio Tinto and its shareholders in the coming FY 2021, as the mining giant targets a unit cost of USD 14 to USD 15 per ton for its Pilbara iron ore. That means that it is currently operating at a margin of over USD 150 per ton. Given the already strong balance sheet, the substantial free cash flow the Company is now generating will likely be returned to shareholders in the form of dividends. One should stay on this stock until the pricing of the gigantic US stimulus program runs out. Rio shares are currently at 10-year highs of GBP 6,130.

Gazprom - Super figures and sanctions ahead

Another giant is the Russian holding Company Gazprom. After a 2-year downward trend, the price of natural gas doubled from USD 1.50 to USD 3.00 in a short amount of time towards the end of 2020. At the same time, Gazprom was in close negotiations over filling the new Nord Stream 2 North Sea pipeline, which the United States under Donald Trump had vetoed for years because it did not tolerate Russian dominance on the European continent. The European Union insisted on its sovereignty and rejected US criticism, but the US administration is threatening sanctions against Germany.

Gazprom and Nord Stream 2 continue to face this problem in perspective: the EU pipeline's construction is currently continuing. Also, further sections of the project could be finalized in January. However, the US sanctions are now primarily aimed at getting the pipeline up and running. Solutions still need to be found for this—both in Gazprom and Russia's interests and Germany's energy security.

Gazprom will generate USD 86.6 billion in sales in 2020, which is around 12% lower than 2019. The dividend was cut by 50%, but it is still close to 4%, and the share price has been able to bottom out at under EUR 3.5. In the last quarter, the share price increased by 50% due to gas prices, but the 2008 high of EUR 20 is still around 75% away. From this perspective, an entry into this standard stock should still be worthwhile. However, the gas price should be watched and act as a STOP if it turns ad hoc down again.


Author

André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

About the author



Conflict of interest & risk note

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Related comments:

14. October 2021 | 13:55 CET | by André Will-Laudien

Varta, Standard Lithium, Sierra Grande Minerals, Nordex - The next hype rolls in!

  • Copper

In Germany, politics is becoming significantly greener! But what do the mobility concepts of the climate protectors look like? In addition to the publicly demanded reduction of unnecessary business flights, the bicycle would also be an alternative for 30-kilometer journeys. Fossil energy has already become 50% more expensive in 2021, and gas prices are going through the roof. There is still a high demand for energy in Germany because we are currently buying cheap nuclear power abroad. This is how it can go when a botched energy policy is associated with climate protection goals. No matter how things go, the world needs copper for modern technologies, and this raw material, along with lithium and other critical metals, is just terribly scarce. How are the typical industry players doing?

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04. October 2021 | 10:06 CET | by Nico Popp

NEL, GSP Resource, China Evergrande: How to find the doublers

  • Copper

Speculative investments are the salt in the soup on the stock market. Of course, those who rely on ETFs and funds over the long term via a savings plan can already do a lot better than the vast majority of savers. However, those who develop a good knack for speculative individual stocks can give their portfolio a growth kick. Even if many newcomers to the stock market can hardly believe it: 100% and more is possible. Using three stocks as examples, we explain what is important and what is not a good prerequisite for investment.

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28. September 2021 | 14:06 CET | by André Will-Laudien

BYD, Fisker, Kodiak Copper, Varta: Nothing works without Copper!

  • Copper

Electromobility is becoming increasingly crucial for the energy transition in transportation. And with it the research, development and production of drives, batteries and components. In addition to electricity storage, however, vehicle cabling and the assembly of e-components are also coming to the fore. Today, an electric vehicle requires three to four times the amount of copper as it did 20 years ago, plus the demand in industrial manufacturing processes. The earth's deposits are exhaustible, and copper, in particular, is pretty much on the edge. A spot price of just under USD 10,000 per kilo clearly shows how the markets are processing this situation. Rising prices!

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