August 27th, 2020 | 05:50 CEST
NEL ASA, NVIDIA, SolGold - copper, processors and hydrogen for the portfolio
Table of contents:
"[...] Nickel, therefore, benefits twice: firstly from its growing importance within batteries and secondly from the generally growing demand for such storage. [...]" Terry Lynch, CEO, Power Nickel
Born and raised in Hannover, Lower Saxony follows social and economic developments around the globe. As a passionate entrepreneur and columnist he explains and compares the most diverse business models as well as markets for interested stock traders.
Electric mobility drives the copper market
An electric car needs on average three times as much copper as a vehicle with a combustion engine. This simple example makes it clear that this raw material will be in great demand in the future. Even though around 35% of the world's copper demand can now be covered by recycling, a large proportion is still needed for global electrification and there are many examples. The anode of a lithium-ion battery is usually made of copper and the cathode of aluminum. In total, such an energy storage device consists of about 18% copper.
Copper deposits for the market
Experts predict that the share of electric and plug-in hybrid vehicles will rise to 19% by 2030 and could even grow to over 70% by 2040. Whether this estimate will prove to be true is uncertain, but the demand for copper will also increase due to other industries. Against this background, SolGold is an exciting investment opportunity as the company has already discovered 9.9 million tons of copper in Ecuador.
Precious metals as a bonus
In addition, SolGold has already reported 21.7 million ounces of gold and 92.2 million ounces of silver. From today's perspective, the mine life expectancy is projected to be 55 years, CEO Nick Mather stated in a recent interview. The market value of the company is currently less than CAD 900 million. Given that SolGold has a total of 13 projects and that the current market value of the precious metals is significantly higher, in a nutshell, investors have the opportunity to participate in a bank with an affiliated copper dealership.
Technologies in the race
A name that is often mentioned in connection with autonomous driving is NVIDIA. However, the market value of the processor specialist is now more than EUR 260 billion. In comparison, the plant manufacturer NEL ASA from Norway is still valued low at EUR 2.6 billion. The company plays an important role in building a hydrogen infrastructure. NEL's plants are used in the production of the energy carrier and are needed for the construction of a network of filling stations.
Imagination vs. values
At the end of the day, however, the investors themselves have to estimate how much future potential can still be exploited at these two billion-euro companies. In comparison, the chance/risk potential of the SolGold share is probably more attractive based on the values in the ground.
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