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November 17th, 2023 | 07:00 CET

Manuka Resources, BYD, Nvidia - Precious metals, electronics and AI - these investments are red hot

  • Mining
  • Silver
  • Batteries
  • Electromobility
  • AI
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Electromobility is a driver for silver, which is indispensable in batteries, especially in electric cars, due to its high conductivity. Manuka Resources is an exciting investment candidate here with various projects Down Under. China's automotive giant BYD is expanding its European business amid strong competition and market exhaustion domestically. However, the Company criticizes the EU's business practices, especially the negative impact of the unbundling strategy on Chinese companies. But BYD has good prospects. Two heavyweights in the investment scene have now joined Nvidia. Read here what this means for investors.

time to read: 4 minutes | Author: Juliane Zielonka
ISIN: Manuka Resources Limited | AU0000090292 , BYD CO. LTD H YC 1 | CNE100000296 , NVIDIA CORP. DL-_001 | US67066G1040

Table of contents:

    Dennis Karp, Executive Chairman, Manuka Resources
    "[...] Internally we expect the resource to significantly grow the deeper we mine. [...]" Dennis Karp, Executive Chairman, Manuka Resources

    Full interview


    Manuka Resources - Solid positioning for sustainable success

    With its high conductivity, silver is an essential component in electric cars. It is used in almost all conventional battery cells - a reason for investors to take a closer look at silver deposits.

    Manuka Resources is a gold and silver producer in the heart of Australia. The profitable region in which Manuka has been active since 2020 is located in the Cobar Basin in New South Wales, approximately 700 km from Sydney. Manuka Resources started the screening project for the Mt Boppy Gold project there in May 2023, which is already showing promising results. Manuka Resources owns 100% of the project. They also own all of the production. The mine, which previously produced approximately 500,000 ounces of gold at 15 g/t, is currently operated as an open pit mine. The facility includes a 42-person mining camp with power and water supply, administrative and exploration offices. Currently, tailings and ROM stockpile reprocessing is underway. Run-of-mine (ROM) refers to the raw, untreated or uncrushed material in its natural state that is extracted from the mineralized zone of a lease area after blasting or trenching.

    The Wonawinta Silver project, which is 100% owned by Manuka Resources, has a total resource of 38.3 million tons at 41.3 g/t Ag & 0.54% Pb (50.94 million ounces Ag, 207,200 tons Pb). Despite a production interruption in January 2023, a stockpile of around 200,000 tons remains.

    The plant, with a capacity of 850,000 tons to 1.0 million tons p.a., has a mining camp and all the necessary infrastructure. The project shows potential for Cobar-style lead, zinc and silver, as demonstrated by the results of the Wonawinta Deeps project on June 1, 2021. In addition to the outstanding exploration potential, there is also an ongoing silver call option, as there is a resource of more than 50 million ounces of silver, a plant of approximately 1.0 million tons per year and all necessary permits in place. Operations can be resumed if conditions are economically favorable.

    A new addition is a project in New Zealand involving the raw material vanadium. Vanadium is used, for instance, as a storage option for renewable energies, a permanent growth sector. Vanadium is also used in nuclear power and for space projects. Anyone looking to the future can anticipate how solidly positioned Manuka Resources is as a producer. The share is traded on the stock exchange under ISIN AU0000090292.

    Live Q&A with CEO Dennis Karp on December 5

    BYD on course for success despite EU regulations

    **The Chinese car manufacturer BYD is expanding its European business as competition in its own country is strong, and the market is quite exhausted. However, the Company is far from satisfied with the EU's business practices.

    A survey conducted by Roland Berger for the China Chamber of Commerce to the EU gathered opinions from 180 Chinese companies in the EU, including the electric vehicle manufacturer BYD. 72% of respondents stated their businesses had been negatively impacted by the EU's unbundling strategy, particularly semiconductor and telecoms suppliers. The strategy is partly aimed at reducing the EU's dependence on China, mainly for minerals and products needed for its green and digital transformations.

    Exports of Chinese cars rose by 31% in August, according to data from the China Passenger Car Association (CPCA). However, according to recent surveys, European consumers are still far from convinced by all-electric vehicles. There are concerns about safety, range and price. European models are too expensive, and European consumers are more inclined towards the cheaper models from China. For the most part, hybrid is the favorite, as the lack of infrastructure does not allow for smooth EV journeys. For BYD, this is an opportunity to conquer the market because it will undoubtedly be another 2-3 years before the domestic models roll off the production line.

    Nvidia attracts top investors Gates and Dalio

    In the last quarter, Nvidia was able to attract two well-known supporters. Funds closely associated with Bill Gates and Ray Dalio have acquired 'small' stakes in the microchip manufacturer.

    The Bill & Melinda Gates Foundation Trust, which manages the assets of the Gates Foundation, bought Nvidia shares for the first time, according to a recent SEC filing. The trust now owns 9,200 shares worth USD 4 million.

    The Bridgewater Associates Fund, founded by Ray Dalio, established a stake in Nvidia last quarter. The hedge fund, which has been run by three co-CIOs since Dalio stepped down last year, acquired just over 48,000 shares worth USD 21 million by the end of September. Some investors follow the strategies of their role models in an attempt to emulate their success.

    Nvidia's share price has risen about 240% this year, driven by investors betting on a surge in Artificial Intelligence. In the three months through July, the Company posted revenue of about USD 14 billion, double the year-ago figure, pushing net profit to more than USD 6 billion - nearly a tenfold increase.

    Manuka Resources is a promising producer of gold and silver with solid projects in Australia and New Zealand. Investment potential in sustainable raw materials lies dormant here and needs to be exploited. The vanadium project, in particular, offers enormous growth potential as a raw material for nuclear reactors. For those who would like to ask questions live to CEO Dennis Karp, the opportunity will be available on December 5 at the 9th International Investment Forum. You can register here. The skepticism of European consumers towards all-electric cars presents sales potential for BYD. Even if the EU makes market access difficult for the Chinese car manufacturer, the Company has every chance of conquering this market thanks to its experience, pricing policy and speed. With an impressive share price increase of 240% this year, Nvidia is heavily favored by prominent investors like Gates and Dalio in the field of Artificial Intelligence. The AI rally is not over yet. On the contrary, these stocks are all red hot and have strong investment themes.

    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.

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    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

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