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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%"


23. March 2021 | 13:23 CET

Nevada Copper, BYD, Varta: Revaluation in copper?

  • Copper
Photo credits: pixabay.com

Incredible, what speed! A few months ago, the German automotive industry was still sleepy and hardly reacted to Tesla's announcements to put the mobility of the future on a new footing. Then, last week, Volkswagen ignited the electric flock, and then yesterday came the announcement of the truck-electro cooperation from Traton Group, consisting of VW, Scania and MAN. They are to invest EUR 1.6 billion in the research and development of e-trucks by 2025. Daimler-Benz and Volvo had recently talked about a hydrogen powertrain. VW gained 7% yesterday and Daimler barely moved from the spot. So the capital market pendulum is seemingly swinging back in the direction of electromobility.

time to read: 3 minutes by André Will-Laudien
ISIN: CA64128F1099 , CNE100000296 , DE000A0TGJ55


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

André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

About the author


Nevada Copper - Final preparations underway

On days like these, one can find peak prices for the raw material copper. Yesterday the price per ton was around USD 9,072, about 6% below the 10-year high. The direct impact on copper prices is the acute shortage caused by the run in the e-mobility sector, as no new large copper projects have been launched in recent years. Most copper is now mined in South America and China, with new projects in Mexico, Nevada and Canada. However, these new projects are not expected to start for 2-3 years at the earliest.

Meanwhile, good news for the copper market comes from a new producer in the USA, Nevada Copper Corp., with its Pumpkin Hollow underground project. The conveyor system for the new shaft has now been put into operation in March. 5,000 tons of material can now be extracted from the depths. New ventilation systems and an increased power supply are currently still being installed, as the new large-scale plant requires more significant investment in materials and safety. If everything goes according to plan, the mine will be able to fully ramp up and deliver the sought-after copper concentrates as early as the third quarter of 2021.

The underground mine's annual production will average about 77 million pounds over the production years, and the open-pit mine could then produce about an additional 200 million pounds once approved. Naturally, there is also gold and silver to be found as accompanying products. These are always supplied in the gold state of Nevada. Nevada Copper is thus one of the next projects to "come online." Since the beginning is already within reach, the capital markets will get involved in the share with a lead-time. Currently, NCU shares are bought at around CAD 0.18 at the start of a major revaluation.

BYD - More orders from the UK

Good news again from Build Your Dreams (BYD). The Chinese technology Company, which works with partner ADL in the UK, has received another order for e-buses. BYD is financially backed by major investors such as Warren Buffett and his megafund, Berkshire Hathaway, and is on the cutting edge with its bus offering.

Especially in the crowded mega-metropolises of Asia and Europe, the zero-emission buses make sense because they solve the particulate matter problem, at least in part, since the largest source of the particulate matter remains, of course, rubber tires. But at least the diesel has already been banned from public areas of the city.
The new double-deckers are to be used on park & ride services in West Yorkshire. The BYD-ADL partnership in the UK was launched in 2015 and is going quite well as a European-Chinese project. In total, more than 750 electric buses have been ordered in just under 6 years. ADL is a subsidiary of bus manufacturer NFI Group Inc. (NFI).

BYD shares suffered a bit in the wake of the Tesla correction and are currently trading at just under EUR 20, down about 35% from their January high. Any further weakness of the NASDAQ and the 50% correction level at EUR 15 could still be approached. We therefore remain outside the BYD share.

Varta - Grandiose comeback

As we suspected, Varta's commitment to the automotive battery came earlier than expected. No sooner had the share struggled with a major sell-off than management announced a change in car batteries strategy. According to information from WirtschaftsWoche, new types of cells are already to be produced in a pilot line at the Company's headquarters in Ellwangen. This statement gave the Varta share a valuation premium of EUR 1.5 billion in just 48 hours. This is how dreams are made.

The word from Ellwangen was that the new battery could be used primarily in vehicles in the premium segment. Varta CEO Herbert Schein announced: "The developments of the new lithium-ion cells are going extremely well. The results exceed our previous expectations". Varta plans to announce details at a later date. There is no limit to the imagination; this is the kind of information a bullish stock market wants.

Varta has so far mainly produced small lithium-ion button cells for wireless headphones and conventional household batteries, i.e. consumer products without any real technological brilliance. Group sales climbed by around 140% to EUR 870 million in 2020, thanks in part to the acquisition of the household batteries business. While sales are expected to rise to about EUR 1 billion in 2021, net profit is estimated to remain relatively low at EUR 165 million. Without the car battery kicker, the stock remains boring - let us see to which price levels investors will now exploit the new story; the high was EUR 180 in January. We are curious.


Author

André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

About the author



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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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