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Humphrey Hale, CEO, Managing Geologist, Carnavale Resources Ltd.

Humphrey Hale
CEO, Managing Geologist | Carnavale Resources Ltd.
Level 2, Suite 9 389 Oxford Street, WA 6016 Mount Hawthorn (AUS)

info@carnavaleresources.com

Interview Carnavale Resources: Good cards for long-term success


Bill Guy, Chairman, Theta Gold Mines Limited

Bill Guy
Chairman | Theta Gold Mines Limited
Level 35 (ServCorp), Intl Tower One 100 Barangaroo Ave, 2000 NSW Australia (AUS)

info@thetagoldmines.com

+61 2 8046 7584

Interview Theta Gold Mines: This team has already brought 20 mines into production


David Mason, Managing Director, CEO, NewPeak Metals Ltd.

David Mason
Managing Director, CEO | NewPeak Metals Ltd.
Level 27, 111 Eagle Street, QLD 4000 Brisbane (AU)

info@newpeak.com.au

+61 7 3303 0650

Interview New Peak Metals: Many chances for great success


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


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:

18. June 2021 | 12:33 CET | by Armin Schulz

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

  • Copper

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.

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09. June 2021 | 10:55 CET | by André Will-Laudien

NIO, JinkoSolar, Siemens Energy, Nevada Copper - This is the copper sensation!

  • Copper

The copper shortage continues as demand is continuously increasing. The current slightly weakening copper price should not hide the general state of the market. Resources are scarce, procurement markets are depleted, and demand remains at a high level. Current trends in the economy are further exacerbating this situation. Modern electric vehicles use about three to four times as much copper as a conventional internal combustion vehicle. It should not be forgotten that the construction of the charging infrastructure also requires significant amounts of copper. New mines are not currently in sight, but there is news from Nevada.

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09. June 2021 | 10:41 CET | by André Will-Laudien

BYD, Nordex, Kodiak Copper: The green revolution!

  • Copper

They have not yet been seen in the state elections of Saxony-Anhalt! However, the political green wave in Germany is starting to warm up for the federal election. Consumers expect greater awareness of the Paris Climate Agreement with corresponding measures in our country, especially in Europe. Already today, this is getting investors to focus correctly on the issues of the future. In plain language, this means continued tax incentives of the highest magnitude for so-called "environmentally friendly technologies" that include solar plants and wind power, including, above all, battery-powered mobility and hybrid vehicles. We shed light on some of the favorite stocks.

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