Close menu

May 31st, 2021 | 10:18 CEST

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 | Author: André Will-Laudien
ISIN: CA60040W1059 , AU000000ORE0 , DE0007500001 , CA62973P1071

Table of contents:

    Jared Scharf, CEO, Desert Gold Ventures Inc.
    "[...] We have built one of the largest land packages of any non-producer in the belt at over 440 and have made more than 25 gold discoveries on the property to date with 5 of these discoveries totaling about 1.1 million ounces of gold resources. [...]" Jared Scharf, CEO, Desert Gold Ventures Inc.

    Full interview


    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.

    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 in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.

    Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.

    The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered here. Please also note our Terms of use.

    Der Autor

    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

    Related comments:

    Commented by André Will-Laudien on November 20th, 2023 | 07:10 CET

    Furious debt mania, a thorough portfolio check is necessary! Allianz, Blackrock Silver, Deutsche Bank and Commerzbank in focus!

    • Mining
    • Silver
    • Gold
    • Investments
    • Banking
    • Debt

    From one high to the next - it is not just equities that are booming in Europe, the US and China; it is mainly debt. First Corona, then Ukraine, now Israel - there is no end to the flood of borrowing. Armaments are now being financed on credit, while the accompanying recession is draining the coffers. Real estate is becoming a hot topic: New builds are hardly affordable for families, and old buildings are swallowing up thousands of euros in green-tinted renovation costs. The Federal Constitutional Court has now put a retroactive stop to the creative spending culture in Berlin, and a new budget plan is necessary. Keeping a clear head as an investor in this environment is challenging. We look at the opportunities in the financial sector, but perhaps precious metals will also be the anchor that saves the day.


    Commented by Stefan Feulner on November 14th, 2023 | 07:00 CET

    Business against climate change is booming - Allianz SE, Klimat X, Nio

    • insurance
    • Investments
    • Sustainability
    • renewableenergies

    Climate change is increasingly threatening our lives, with few areas worldwide considered safe. Sea levels are rising, and polar ice is melting. Many regions are experiencing severe storms and increased rainfall, while others face growing risks of heatwaves and droughts. Since the Paris Climate Agreement at the latest, countries have been stepping up their efforts to limit global warming to 1.5 degrees Celsius. This has created a market that experts predict will increase eightfold by the end of the decade.


    Commented by Armin Schulz on November 8th, 2023 | 07:30 CET

    Deutsche Bank, Globex Mining, Barrick Gold - Enthusiasm for gold is back

    • Mining
    • Gold
    • Investments
    • Vanadium

    Despite several interest rate hikes, the price of gold has recently risen to over USD 2,000 again. Even though the latest increase coincided with the attack on Israel, this is unlikely to be the reason for it. Instead, the high demand from central banks is responsible for the steady gold price. Within the first 9 months, the central banks bought a whopping 800 tons of gold. That is a new record. The geopolitical tensions could also turn more and more private individuals into so-called gold bugs, who are making provisions for crises and assuming that gold will continue to rise in the long term. As the Fed has paused interest rates, this could give the gold price a further boost.