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Matthew Salthouse, CEO, Kainantu Resources

Matthew Salthouse
CEO | Kainantu Resources
3 Phillip Street #19-01 Royal Group Building, 048693 Singapore (SGP)

info@krl.com.sg

+65 6920 2020

Interview Kainantu Resources: "We hold the key to growth in the Asia-Pacific region".


Justin Reid, President and CEO, Troilus Gold Corp.

Justin Reid
President and CEO | Troilus Gold Corp.
36 Lombard Street, Floor 4, M5C 2X3 Toronto, Ontario (CAN)

info@troilusgold.com

+1 (647) 276-0050

Interview Troilus Gold: "We are convinced that Troilus is more than just a mine".


John Jeffrey, CEO, Saturn Oil + Gas Inc.

John Jeffrey
CEO | Saturn Oil + Gas Inc.
Suite 1000 - 207 9 Ave SW, T2P 1K3 Calgary (CAN)

info@saturnoil.com

+1-587-392-7900

Saturn Oil + Gas CEO John Jeffrey: "Acquisition has increased production by 2,000%"


21. April 2021 | 09:19 CET

NEL, Varta, Kodiak Copper: The market has missed this news

  • Copper
Photo credits: pixabay.com

The mobility revolution is real. Last year, stocks like NEL sparked hydrogen fantasy among investors, but battery-powered electromobility will come back into focus in 2022. The reason: Companies such as Volkswagen and Daimler are increasingly committing to electromobility. And that opens up opportunities. We present three stocks.

time to read: 4 minutes by Nico Popp
ISIN: NO0010081235 , DE000A0TGJ55 , CA50012K1066


Nick Mather, CEO, SolGold PLC
"[...] We knew the world was rapidly electrifying and urbanising and needing significant amounts of copper to do so. [...]" Nick Mather, CEO, SolGold PLC

Full interview

 

Author

Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

About the author


NEL: When orders cause disappointment

The shares of the Norwegian full-service provider for hydrogen, NEL, have come back a little after spectacular months and are now trading around EUR 2.50. Although the Company was able to announce some cooperations and orders recently, the air is out of the share a little. Just two weeks ago, NEL announced that it had received an order to build a hydrogen filling station in Quebec, Canada. What was supposed to be a positive signal fizzled out for a company that is still valued at around EUR 3.5 billion - investors were finally hoping for the big hit. A hydrogen filling station is not enough.

Nevertheless, the numerous announcements and NEL's partnerships in the maritime sector show that the Company is the first port of call for many potential contacts. If the hydrogen topic picks up speed, the NEL share should also pick up again. However, weakness currently prevails. Below EUR 2.40, the share could quickly drop to the EUR 2.15 range. Even though NEL is well positioned with its solutions for the storage, transport and production of hydrogen, investors need not panic at present. With such a volatile stock, investments in individual tranches are a good idea anyway.

Varta: Currently no pressure to act

Varta currently presents a similar picture. The battery manufacturer is known for its high-performance button cells and now also offers itself as a manufacturer of batteries for electric cars. After the electric car fantasy had been swirling around Varta's stock for months, the Company itself acknowledged its plans and announced its intention to develop larger cell formats. So the Company is fully on course for e-cars. But the share price has been developing rather weakly for months. The reason for this is the great advanced praise that the market has distributed, especially in the past year. Even after the correction in the share price, the fantasy surrounding electromobility has been priced in. Although car batteries from Germany are an exciting topic in the medium term, there is currently no pressure to act.

Kodiak Copper buys up and significantly expands MPD property

One share where the market has already priced out all positive expectations is Kodiak Copper. In this context, the MPD copper project in British Columbia is considered extremely attractive within the mining scene. In 2020, discoveries of copper deposits caused the share price to shoot up to over CAD 3 at its peak - the share is currently trading at around half that price. Kodiak was able to publish further encouraging drill results and launch a new drilling program. The latest acquisition also underlines that the MPD project is receiving almost all the attention: Kodiak secured the 4,980-hectare Axe property, which is immediately adjacent to MPD. In total, Kodiak now has 14,716 hectares of land in the prospective copper area. The geology of Axe is similar to the nature of MPD and similar to rock formations already exploited by several producing mines in the immediate vicinity.

The Axe property was previously explored in the 1960s. At that time, significant grades of copper and gold were found, particularly near the surface. Highlights include 124 meters of 0.38% copper and 0.22 grams of gold per tonne and a high-grade zone within the drill section with 10.5 meters of 1.55% copper and 0.94 grams of gold/tonne. Kodiak Copper calls the acquisition a perfect match and expects excellent exploration potential, especially at depth and in previously little-explored areas.

"The unprecedented positive market conditions for copper make Kodiak's control of an easily accessed copper-gold region within the prolific Quesnel belt a compelling opportunity for our shareholders. Previous drilling on the property could have missed Gate zone-style high-grade copper-gold targets that may also exist at Axe. Kodiak will now apply the same systematic exploration approach that led to the discovery of the Gate zone at MPD.," summarizes Kodiak Chairman Chris Taylor. Kodiak is paying 950,000 shares for the property and granting a net smelter return of 2%, of which 0.5% can be redeemed at any time for payment of CAD 2 million. Other smaller cash payments are linked to the Ax property development and are payable on such matters as drilling, resource estimates, and feasibility studies.

Kodiak Copper: Broad demand and dynamic growth?

While stocks such as NEL or even Varta are still trading at a high level, Kodiak Copper's stock has already found its bottom. As a copper company, Kodiak Copper is benefiting from rising demand from the electric car industry. There is around three times more copper in every electric car than in conventional combustion engines. In addition, there is copper demand from construction and infrastructure projects. The imminent opening of the economy after the pandemic could give the industrial metal an additional boost. Kodiak Copper's stock is attractive in the long term. The picture of the large copper project in British Columbia is becoming increasingly apparent. All speculation-oriented investors should take a closer look at the value.


Author

Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

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.


Related comments:

30. July 2021 | 11:21 CET | by Carsten Mainitz

First Majestic Silver, Kodiak Copper, Orocobre - Metals for e-mobility offer great growth potential

  • Copper

Tesla, NIO and Polestar, the pioneers of e-mobility. But the global climate crisis and the realization that it can only be combated with the help of a consistent reduction in greenhouse gases has also led traditional car manufacturers to realize that alternative drive concepts are necessary, not least as a result of legal requirements. Electromobility has currently established itself as the most promising option. Manufacturers are now hastily trying to steer their product development in this direction and are making announcements about the end of the internal combustion engine: Jaguar wants to phase out the engine by 2025. Fiat, Volvo and Ford have announced the end of the engine by 2030. VW has set the period between 2033 and 2035 as its target, at least for Europe, and Audi wants to phase out entirely by then. Mercedes also has a similar date in mind. However, all e-cars have one thing in common: they are very hungry for raw materials. An e-car requires about four times as much copper as a combustion engine. Consumption of gold and silver (onboard electronics) and lithium (batteries) will also increase significantly.

Read

21. July 2021 | 12:49 CET | by Armin Schulz

QMines, Varta, Siemens Energy - Who benefits from the copper shortage?

  • Copper

The copper price has moved significantly upwards over the past year. On the one hand, this is due to the increasing demand caused by sustainability topics such as renewable energies, e-mobility and global electrification. On the other hand, the metal has become scarce. Whereas 60 profitable copper projects were launched in 2008, only 36 were established in 2020, and this with declining mining values. In 2015 0.65% copper per ton was still being mined; this value will fall to 0.55% by 2025. Existing large copper mines will also need billions in the coming years to maintain their production levels. These additional costs will be passed on to consumers. Today we highlight three companies that either produce or need copper.

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20. July 2021 | 12:38 CET | by André Will-Laudien

BYD, Volkswagen, Kodiak Copper: The 1000 Dollar Correction!

  • Copper

The copper price had reached its interim high in May 2021 at around USD 10,500. Since then, we have seen a standard consolidation of 10-15%, which is not an unusual occurrence in an uptrend. The increase since the beginning of 2020 is over 100%. Copper mines have been able to post multiple performances in the same period, and the recent correction was accordingly somewhat higher. For many market participants, however, the medium-term scenario for the industrial metal is set. Since the political closing of ranks on e-mobility, demand for copper and battery metals has shot through the roof. Mine operators worldwide are alarmed; the currently recoverable capacities cover just 85% of the demand from 2022. Who can close the gap?

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