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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".


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%"


27. May 2021 | 07:50 CET

Kodiak Copper, ThyssenKrupp, BYD: Three trends in one share

  • Copper
Photo credits: pixabay.com

Copper is the metal of the moment. There are several reasons in favor of copper. Firstly, copper is benefiting from the global economic recovery following the end of the pandemic. The industrial metal has always been the primary beneficiary when infrastructure is invested in or otherwise built. It is precisely in this way that countries want to boost their economies after the pandemic. At the same time, there is a dynamic demand from the e-car industry. E-cars and charging infrastructure, none of that works without copper. And last but not least, inflation is getting to us - the Bundesbank is already expecting inflation rates beyond the 4% mark. Again, commodity prices tend to benefit.

time to read: 3 minutes by Nico Popp
ISIN: CA50012K1066 , DE0007500001 , CNE100000296


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

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


Kodiak Copper: This copper stock is on many watchlists

Speculative investors who want even more leverage on the already dynamic copper price can take a closer look at Kodiak Copper's stock. Kodiak Copper caused a stir last year with spectacular drilling results. The stock consolidated until the beginning of the year and has now picked up speed again. As recently as April, the Company succeeded in acquiring the Axe concession area, which complements the previous site and whose exploration is to be prepared and initiated this year. Drilling is currently underway on the current core area of the MPD project. From the second quarter onwards, additional drilling equipment should ensure that drilling proceeds even faster. Shareholders can therefore expect newsflow.

The effect that good drilling results can have on the share price of exploration companies was impressively demonstrated by Kodiak Copper last September: the share price climbed from EUR 0.39 to EUR 2.10 within one month. The subsequent financing round caused the share price to consolidate and hover around the EUR 1 mark. Kodiak has been back in the swing of things for a few weeks now. The interim high of EUR 1.36 was overcome and the share price even briefly jumped above EUR 1.50. The most recent consolidation could mean that the share price will continue to rise as the share may have gained momentum for more. The Company is likely to be on the watch list of both speculative investors and large mining companies. Drill sections over several hundred meters with grades of up to 0.53% copper speak a clear language. Anyone looking for leverage on the copper price can hardly avoid Kodiak Copper.

ThyssenKrupp: The principle of hope reigns here

When you hear copper, you inevitably think of steel. ThyssenKrupp's stock went through many lows in 2020. Fortunately, the Company's restructuring has already borne fruit and ensured the first quarterly profits in the new fiscal year. It is striking that not the former core business around steel, but the automotive and industrial components businesses are among the best performing at ThyssenKrupp. The passenger elevator business has already been sold. The first signals from the latest quarterly figures suggest that things could change for the better for ThyssenKrupp in the full year.

With that said, the share price has hit rock bottom. Although the stock has gained significantly over the past year, it has lost 16% in the past three months. From a chart perspective, too, the stock does not look very promising at present. Many resistances still have to be cleared out of the way before the stock can return to an upward trend from a long-term perspective. The share is currently uninteresting.

BYD: Jack of all trades with competition

One of the most significant growth drivers for the copper business is electromobility. Here is where Chinese automaker BYD has made a name for itself. Many years ago, BYD was more a battery manufacturer than a carmaker and was often derided by its premium brand competitors. But the Company has morphed and now offers its semiconductor division in addition to its batteries and fancy e-cars. At a time when chips are scarce, the arrogance of many German premium manufacturers is likely to have evaporated when they look to China. BYD is perfectly positioned and does not have to fear supply bottlenecks. On the contrary, IPOs of the subsidiaries could even bring further capital into BYD's coffers and make the Company interesting as a supplier.

After a brilliant rally last year, the BYD share has corrected in the past three months. The share has been on the rise again for a week now and is up 10.7% over five trading days. The final turnaround could be completed in German trading if the share breaks through the EUR 20 mark. However, BYD is not without risk either: German premium brands, such as VW, have declared an electric offensive and should soon catch up with the competition in terms of technology as well. The German premium brands already have a better image. BYD is, therefore, not a foregone conclusion. Those who want to invest in electromobility, infrastructure, and inflation independently of brands can take a closer look at the dynamic copper hope, Kodiak Copper.


Author

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



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:

23. September 2021 | 12:51 CET | by Carsten Mainitz

Kodiak Copper, Nordex, E.ON - It is not too late!

  • Copper

Certain framework conditions must be in place to successfully implement the energy transition and the roll-out of electromobility. First, sufficient electricity must be produced from renewable energies. Secondly, an efficient energy infrastructure must be established and thirdly, large quantities of relevant raw materials such as copper are required. The three companies below cover the central fields and should therefore be among the winners. Who is making the running?

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GSP Resource, Varta, Rio Tinto - The post-fossil age has begun

  • Copper

The phase-out of fossil fuels is already underway. If we want to do something for the climate, this step is unavoidable. The phase-out is to be offset either by nuclear power or renewable energies. In Germany, we are saying goodbye to both nuclear power and fossil fuels. At the same time, the introduction of renewable energies means that more metals are now needed. Whether silver, rare earths, nickel, cobalt or copper - these metals are necessary for technological progress. Copper, in particular, is essential for electrification, and demand is rising steadily. That is due to the growing sales of electric cars, for which more copper is needed than for combustion engines. Today we look at three companies that have a lot to do with copper.

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14. September 2021 | 11:27 CET | by Carsten Mainitz

GSP Resource - Exciting Micro Cap

  • Copper

Historically and over more extended periods, precious metals such as gold and silver have provided good inflation protection and have thus established themselves as crisis currencies over several economic cycles. Those looking for other promising commodity categories should consider copper. The reddish shimmering industrial metal is experiencing high demand in the course of electromobility. If you also believe in the high return opportunities of small public companies, Canadian GSP Resource combines the facets of precious metals, copper and micro-cap. We keep you up to date with the latest developments, hot off the press.

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