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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%"


05. May 2021 | 10:00 CET

NIO, Geely, IBU-tec, Silkroad Nickel - Attention, watch closely here!

  • Nickel
Photo credits: pixabay.com

The first sharp correction occurred yesterday. The major indices lost between 1 and 4% - the TecDAX was hit the hardest with a minus of 3.7% at the peak. Is this the turnaround from the top? No, say the chart technicians. It is not yet a lost cause because the indices had demanded a correction for many months. Since March 2020, there have hardly been any significant corrections in most stocks. At the end of January, the hydrogen stocks began to fall, and now there is money to be had in the broader sense. No disaster - the selection of good titles is now the trump card.

time to read: 4 minutes by André Will-Laudien
ISIN: US62914V1061 , KYG3777B1032 , DE000A0XYHT5 , SGXE31916740


Jerre Foo, Corporate Development Executive, Silkroad Nickel
"[...] China has become the manufacturing capital of the World, and because of its infrastructure, expertise and capabilities, Silkroad Nickel has strategically positioned itself to partner with Chinese companies in the Stainless Steel and EV industries [...]" Jerre Foo, Corporate Development Executive, Silkroad Nickel

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


NIO - Chip shortage and price correction

Chinese electric carmaker NIO reported mixed results in its latest quarterly report for Q1 2021, unexpectedly reporting a loss of about USD 70 million. While revenue increased 482% year-on-year, significantly exceeding analysts' expectations, the stock market sentiment continued to dampen. The stock has already lost 45% from its January high.

The good news is that NIO once again saw brisk demand for its cars. In total, NIO delivered 20,060 vehicles for the quarter. The majority of sales currently continue to be made in China and the US. The Company is presently offering three different models: A sedan, a premium SUV and a coupe version of an SUV. In terms of the product range, this meets current demand trends, and sales figures are rising continuously.

However, the supply chain is causing problems in particularly scarce components such as semiconductors. The Company has already had to halt production at one of its plants in Hefei province for five days. During its quarterly earnings presentation, NIO further noted that it has begun planning and building a new plant at Xinqiao Industrial Park in Hefei, which should help create new production capacity. Whether this will help NIO stock move higher again in the short term remains to be seen. From a chart perspective, keep an eye on the EUR 30 mark.

Geely Automobile - Billions for the e-Lotus

Geely is a Chinese car and motorcycle manufacturer with around 80,000 employees. The Company has seven sites for the complete production of motor vehicles; the turnover in 2020 is about HKD 140 billion. The "Geely International Corporation" responsible for exports and imports was founded in 2002 and is based in Shanghai.

Geely now wants to electrify the British sports car legend Lotus. In the summer of 2019, the first pure electric sports car was already launched on the market, but its sales success was manageable. Lotus stands for British engine and vehicle efficiency, and the Company is also known for its successful F1 team, which was sold to the French automotive group Renault in 2015. The traditional British manufacturer wants to build e-sports cars in the UK together with Geely, using the GBP 2.5 billion injection from China.

Geely is risking quite a lot with the Lotus commitment because, for years, only a few thousand cars have been coming off the production line at Lotus. In the future, however, it should be more than 10,000 units per year. So far, the Geely share has not reacted very enthusiastically to this plan; last week alone, the price lost around 10%. From a chart perspective, weak support could be identified at around EUR 2.00. If this line does not hold, the short-term target could be EUR 1.70.

IBU-tec - Next generation battery materials

The growth ambitions of e-car manufacturers are based on the expectation that battery raw materials will be available in sufficient quantities. Since the offensive of the German manufacturers, IBU-tec from Thuringia has also integrated this into its business model, as it aims to develop from an industrial material supplier to a battery specialist in cooperation with renowned research institutes.

In the fall of 2020, IBU-tec announced that it would offer its first own battery material for electric cars and stationary energy storage from 2021. Meanwhile, the Company continues to ramp up activities in this area. IBU-tec will also participate in three funded research projects to further develop innovative battery materials. These projects aim to develop new battery materials for e-mobility as well as for other industry-relevant applications.

Partners include the renowned Fraunhofer-Gesellschaft, the Technical University of Braunschweig and several well-known companies from the automotive industry. In addition to opening up new combinations of materials and application areas, the Company also wants to drive forward its battery products. According to IBU-tec, the future of battery construction is the development of lithium iron phosphate battery cells, which are already finding favor with well-known suppliers and OEMs. IBU shares recently jumped to EUR 50 and were trading at EUR 39 yesterday. In just 12 months, the Thuringians have already gained 218%, and the current consolidation is still in the uptrend.

Silkroad Nickel - Raw materials for future batteries

Silkroad Nickel is an Indonesian mine operator that mines scarce industrial metals such as nickel and cobalt and processes them until they are ready for export. The Singapore-listed Company has deliberately associated itself with the Silk Road, as the central rail link from Asia to Europe runs alongside this route and ends at the German industrial site of Duisburg, a key location for European blast furnace and iron-smelting operations. For centuries, essential trade relations with Asia have run along this route.

In addition to firm supply agreements with China's Tsingshan, the world's largest stainless steel producer, Silkroad is also investing with other Chinese partners in a plant to produce battery base materials. Indonesian nickel products have a global reputation, but much of the production is state-owned.

Important for Silkroad Nickel is its independence and flexibility as a listed company. Like IBU-tec, this allows it to participate in the e-mobility megatrend with further investments as both nickel and cobalt from its laterite ore and the lithium from its cooperation partner Ganfeng Lithium Co, are highly relevant for major international key customers in the vehicle industry. Nickel is also an important raw material for refining iron into stainless steel.

From today's perspective, Silkroad Nickel is excellently positioned to grow strongly with the current technology boom despite the pandemic. The prospects are unfolding in parallel with the exponential development of e-mobility and the shortage of raw materials in the current economic upturn.

Silkroad's share price stands at SGD 0.42 in Singapore, bringing its market capitalization to around SGD 105 million. Due to the large spread in Frankfurt, please be sure to limit or buy on the home exchange.


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



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:

15. June 2021 | 14:17 CET | by André Will-Laudien

NIO, Volkswagen, Toyota, Silkroad Nickel - Now it really starts!

  • Nickel

Armin Laschet (CDU), the CDU/CSU candidate for chancellor, does not want to give the internal combustion engine an expiration date, even though he himself drives an electric car. He also warns against focusing solely on the electric vehicle regarding climate protection in the transport sector. "I do not believe that this will be the form of mobility for the next 30 years, even though I drive an electric car myself," the CDU federal chairman told Handelsblatt. "There are ecological implications, for example, in battery production and the extraction of raw materials. We will still see many technological leaps." So in terms of e-mobility, the last word has not yet been spoken. Nevertheless, the industry is gearing up for a politically motivated wave of purchases. For this, it needs raw materials.

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11. June 2021 | 11:46 CET | by Stefan Feulner

BYD, Silkroad Nickel, Baumot - WallStreetBets: Enough is enough!

  • Nickel

Yesterday windeln.de and Adler Modemärkte, today Baumot and Nanogate. Every day, a new sow is driven through the village by the gambler community. There are no fundamental reasons for these stocks. The trend, which was started by the Reddit subcommunity WallStreetBets, is now spilling across the pond into Germany. There are companies, especially with regard to the energy transition, that have real potential due to their growth and profit prospects.

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01. June 2021 | 08:30 CET | by Nico Popp

HeidelbergCement, Silkroad Nickel, BYD: Shares with an explosive mix

  • Nickel

You do not have to be an economist or a well-connected investment guru to evaluate opportunities on the stock market. It is often the apparent developments and trends that point the market in the right direction. For investors, it is then a matter of interpreting these facts. For example, building materials are scarcer than ever - prices for wood and other essential materials have risen rapidly. Industrial metals are also in high demand. New technology, investment in construction and infrastructure, and the end of the pandemic make for an explosive mix.

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