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Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
CEO | Clean Logistics SE
Trettaustr.32, 21107 Hamburg (DE)

info@cleanlogistics.de

+49-4171-6791300

Interview Clean Logistics: Hydrogen challenge to Daimler + Co.


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".


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:

14. October 2021 | 13:55 CET | by André Will-Laudien

Varta, Standard Lithium, Sierra Grande Minerals, Nordex - The next hype rolls in!

  • Copper

In Germany, politics is becoming significantly greener! But what do the mobility concepts of the climate protectors look like? In addition to the publicly demanded reduction of unnecessary business flights, the bicycle would also be an alternative for 30-kilometer journeys. Fossil energy has already become 50% more expensive in 2021, and gas prices are going through the roof. There is still a high demand for energy in Germany because we are currently buying cheap nuclear power abroad. This is how it can go when a botched energy policy is associated with climate protection goals. No matter how things go, the world needs copper for modern technologies, and this raw material, along with lithium and other critical metals, is just terribly scarce. How are the typical industry players doing?

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04. October 2021 | 10:06 CET | by Nico Popp

NEL, GSP Resource, China Evergrande: How to find the doublers

  • Copper

Speculative investments are the salt in the soup on the stock market. Of course, those who rely on ETFs and funds over the long term via a savings plan can already do a lot better than the vast majority of savers. However, those who develop a good knack for speculative individual stocks can give their portfolio a growth kick. Even if many newcomers to the stock market can hardly believe it: 100% and more is possible. Using three stocks as examples, we explain what is important and what is not a good prerequisite for investment.

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28. September 2021 | 14:06 CET | by André Will-Laudien

BYD, Fisker, Kodiak Copper, Varta: Nothing works without Copper!

  • Copper

Electromobility is becoming increasingly crucial for the energy transition in transportation. And with it the research, development and production of drives, batteries and components. In addition to electricity storage, however, vehicle cabling and the assembly of e-components are also coming to the fore. Today, an electric vehicle requires three to four times the amount of copper as it did 20 years ago, plus the demand in industrial manufacturing processes. The earth's deposits are exhaustible, and copper, in particular, is pretty much on the edge. A spot price of just under USD 10,000 per kilo clearly shows how the markets are processing this situation. Rising prices!

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