Recent Interviews

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)

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)

+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)

+61 7 3303 0650

Interview New Peak Metals: Many chances for great success

31. May 2021 | 10:18 CET

Millennial Lithium, Orocobre, ThyssenKrupp, NSJ Gold - Bitcoin versus Commodities - bull market ahead!

  • Investments
Photo credits:

It could still end badly! The crypto world corrects properly; Bitcoin has now lost over 50% from the top. Whether it was the ban in China or simply an exaggeration - we do not know. The fact is that stocks continue to rise just like yields, i.e. the inflation trend in assets of all kinds is once again in full swing. The stock and real estate markets are not bothered by the higher interest rates, and commodities are also marking new highs every day. The bull market in commodities seems well-founded if one wants to evaluate the physical scarcity of wood, iron, nickel, copper and aluminum. The same is true for gold & silver. Will lithium also start again soon?

time to read: 4 minutes by André Will-Laudien



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

Millennial Lithium - Battery grade lithium from Pastos Grandes

Millennial Lithium's share price has been running sideways for a long time, but the mining operations in Argentina are showing progress. The Company recently reported the production of battery-grade lithium carbonate (99.96%) during the commissioning of the pilot plant at the Pastos Grandes project in Argentina. The sample was from the first batch of brine processed at the Company's pilot plant in Argentina's Salta province.

This marks an important milestone for Millennial. The brine feedstock came from the Company's PGMW17-04 production well on the Pastos Grandes Salar. Here, brine is pumped into ponds where the lithium carbonate is concentrated by solar evaporation alone. Particle size determination (PSD) test results show that the lithium carbonate product has a typical size distribution and is suitable for micronization in battery applications. Thus, the process design for the Pastos Grandes project demonstrates "technical grade" industry standards to produce exportable lithium carbonate. Impurity levels in the final product are very low and meet battery manufacturer specifications.

Millennial shares are currently running sideways technically in a narrow band. For a new upward push, breaking above the EUR 2.30 level would be essential.

Orocobre Ltd. - Good figures from Argentina

Orocobre can also come up with good figures. The lithium producer, which is also active in Argentina, reported last week that its lithium carbonate production in the first quarter of 2021 was 3,232 tons, up 18% from 2,732 tons in the first quarter of 2020. Already 55% of the production reached a battery-grade purity factor.

Furthermore, brine concentration is reported to be higher than in recent years, resulting in increasing daily production rates, higher equipment yield and lower costs. Product sales totaled 3,032 tons of lithium carbonate, up 20% year-on-year but down 30% compared to the December 2020 quarter, and total revenue increased 46% to USD 17.7 million compared to the March 2020 quarter.

The recently announced merger with lithium producer Galaxy Resources leaves the fifth-largest LI producer. At the end of the quarter, Orocobre had cash on hand of USD 185 million. Orocobre's planning assumes that the lithium market will continue to recover. The rationale lies in the average achievable sales prices for lithium carbonate. They increased by more than 50% compared to December 2020, as cathode producers continue to increase production in response to high demand from the e-mobility sector. Orocobre's share price is back, just ahead of its 2018 high and already up 184% from May 2020 - making it a best performer in the sector.

ThyssenKrupp - Climate neutrality from the furnace?

The steel industry faces the major challenge of making the transition to climate neutrality. But "green steel" is expensive and a lot of money has to be invested in its production to begin with. ThyssenKrupp has recognized the signs of the times, but its competitors are not sleeping either.

Last week there was a summit meeting between the industry and politicians, with heated discussions about the economically viable options for reconciling climate protection and steel production. The industry is still years away from achieving this. Steel managers expect financial support for the new climate protection legislation, particularly in view of Germany's possible change in government. Therefore, the billions in investment will only be tackled if there is political support for Germany as a steel location.

Also crucial is fair competition without cheap imports, strengthening demand for "green steel," or securing competitive prices. Meanwhile, the European competition is not standing idly by. The Swedish start-up H2GS, for example, wants to produce 5 million tons of fossil-free steel by 2030. Carmaker Daimler has now joined the Company. Daimler also wants to make its supply chain CO2-neutral in the future.

ThyssenKrupp still has a long way to go. However, there is no way around the necessary investments for the future, but the necessary change in the steel sector is unlikely to yield profits at first. That is precisely the problem: ThyssenKrupp cannot afford such a transformation on its balance sheet. The TKA share has also recently slipped back below the EUR 10 mark. Wait and see!

NSJ Gold Corp - Drilling program completed

Those not wanting to invest in lithium or steel turn to gold. According to portfolio theory, an investment in several commodities makes perfect sense because broad diversification reduces volatility and thus the risk in the investment.

The explorer NSJ Gold appears attractive. It has an option to acquire a 100% interest in the Golden Hills project in Arizona, USA. The property is located 100 miles west of the Kay Mine (owned by Arizona Metals Corp.) and 80 miles south of the Moss Mine (owned by Northern Vertex Mining Corp.). The property consists of 121 mining zones covering a total area of 9.6 square miles.

NSJ Gold has now successfully completed its drill program at its Golden Hills project. 16 holes totaling 1,263 meters were tested, ranging in depth from 6 to 122 meters. One of these targets shows a high-grade gold intersection that has proven to be at least 88 meters long and is part of a 570 meter IP anomaly. Three other IP anomalies were tested, totaling approximately 1,625 meters in length. All holes reached their intended depth and are currently at ALS Labs for geochemical analysis of gold, silver, copper and iron concentrations.

NSJ shares are currently trading at CAD 0.20, giving the Company a valuation of only CAD 4.6 million. Given possible surprises from the laboratory tests, this is an absolute bargain, even for those who want to follow the gold outbreak further.


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

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.

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18. June 2021 | 15:10 CET | by Carsten Mainitz

MorphoSys, Biogen, Sierra Growth - What is next?

  • Investments

Pharmaceutical stocks are a bit like that: Giants like Johnson & Johnson or Novartis have an extensive product portfolio and can cushion failures of individual products quite well. It is often a matter of life and death for smaller, specialized companies with every development. Just yesterday, this could be observed in the CureVac share after its Corona vaccine candidate only achieved an efficacy of 47% in the clinical 2b/3 phase. Within a very short time, it disintegrated the stock price. Meanwhile, biotech pioneer Biogen surprised with an unjustified share price rally, which, however, could come to an abrupt end after a new setback. The situation is different for MorphoSys. Its planned acquisition of Constellation Pharmaceuticals initially weighed heavily on the share price, but it holds exciting potential. And the Canadian mining Company Sierra Growth is operating in a completely different environment; however, it has a top opportunity to offer in the current inflationary environment and should not go unmentioned.


18. June 2021 | 09:56 CET | by Nico Popp

Adler Modemärkte, Steinhoff, Osino Resources: Which penny stocks have substance?

  • Investments

Penny stocks often have something disreputable about them - at least in Germany. As soon as a share is quoted at less than EUR 1 in Germany, it is considered to be at risk of insolvency. The reason for this is that the minimum nominal value of German stock corporations is EUR 1. Abroad, however, things are quite different: In Australia, it is not uncommon for shares to trade even below one cent. For investors who are used to this, it is anything but disreputable. In concrete terms, it all depends on the companies themselves anyway. We profile three companies that are either penny stocks or were, not long ago.


17. June 2021 | 13:52 CET | by Nico Popp

Daimler, Mineworx Technologies, BASF: Investing in the mobility revolution

  • Investments

The world keeps spinning - faster and faster, it feels. New technology is causing certain industries to rethink. Electromobility is one such catalyst: mining companies and companies from the chemical industry and other suppliers must prepare themselves because soon, most cars will run on batteries. There are great opportunities here - for carmakers who are on their toes and for resourceful experts in the field of recycling.