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August 27th, 2020 | 05:50 CEST

NEL ASA, NVIDIA, SolGold - copper, processors and hydrogen for the portfolio

  • Electromobility
Photo credits: pixabay.com

The mobility of the future will be diverse. In addition to internal combustion engines, vehicles with electric motors will also define future everyday life. This politically motivated development will be supported by subsidies and premiums in various areas. Investors who would like to participate in this trend have the opportunity to buy the shares of companies that will be part of this development. Besides the well-known car manufacturers, suppliers and plant manufacturers will also benefit from this trend.

time to read: 1 minutes | Author: Mario Hose
ISIN: GB00B0WD0R35 , US67066G1040 , NO0010081235

Table of contents:


    Uwe Ahrens, Director, Altech Advanced Materials AG
    "[...] We know exactly what we are doing and are implementing what we consider to be a proven technology in an industrially applicable and scalable way. [...]" Uwe Ahrens, Director, Altech Advanced Materials AG

    Full interview

     

    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.


    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.

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    Der Autor

    Mario Hose

    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.

    About the author



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