Menu

Recent Interviews

Heye Daun, President and CEO, Osino Resources Corp.

Heye Daun
President and CEO | Osino Resources Corp.
Suite 810 – 789 West Pender Street, V6C 1H2 Vancouver (CAN)

jbecker@osinoresources.com

Interview Osino Resources: "The market has not yet realized how fast we are advancing Twin Hills."


Bradley Rourke, President, CEO and Director, Scottie Resources Corp.

Bradley Rourke
President, CEO and Director | Scottie Resources Corp.
905 - 1111 West Hastings Street, V6E 2J3 Vancouver (CAN)

info@scottieresources.com

+1 250-877-9902

Interview Scottie Resources: Exciting Story in the Golden Triangle


Jerre Foo, Corporate Development Executive, Silkroad Nickel

Jerre Foo
Corporate Development Executive | Silkroad Nickel
50 Armenian Street #03-04, 179938 Singapore (SGP)

enquiries@silkroadnickel.com

+65 6327 8971

Silkroad Nickel: 'The course is set for dynamic profit growth.'


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


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:

11. May 2021 | 10:45 CET | by André Will-Laudien

Varta, NIO, Standard Lithium, QMines: Total Copper Boom - Watch out!

  • Copper

Availability of copper is one of the bottlenecks in electromobility. Its price hit a new record high last week at USD 10.445 per ton. Other commodities such as iron ore and uranium have also been in high demand recently. There are reasons for the price boom on both, the demand and supply side. Demand is currently highly driven by the prospect of rapid economic improvement. The accelerating rate for Corona vaccinations gives hope for fewer restrictions and an upturn in economic activity. Supply is currently unable to keep up, especially for technological commodities such as copper, nickel and lithium. We take a look at key industry players.

Read

07. May 2021 | 13:11 CET | by Armin Schulz

Kodiak Copper, BASF, Varta - Copper study ignored

  • Copper

The International Copper Study Group (ICSG) sees a slight oversupply of the copper market in 2021 and 2022. The main reason for this is said to be dwindling Chinese demand. The demand is decreasing because China is expanding mine production and copper refining by about 3% each. After the study's publication, the price per ton of copper rose again to over USD 10,000. Possibly driven by the news from Chile, which produced 2.2% less copper than last year. Similar news can be heard from other major copper producing countries such as Peru. Copper concentrate supply is low at the moment. We, therefore, look at one copper explorer, one copper producer and one consumer.

Read

06. May 2021 | 10:37 CET | by Carsten Mainitz

BYD, Nevada Copper, Varta - A dedicated line for share price gains?

  • Copper

Electromobility is an important component of mobility concepts. To what extent other types of drive will overtake the electric car, or whether we will have to realize in 10 years that the whole topic was politically misguided, is another matter. The fact is that the demand for electric cars and batteries is growing enormously. The demand for the raw materials used in them, such as lithium and copper, is also increasing. We present three promising investments that reflect different facets of the investment trend.

Read