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Humphrey Hale, CEO, Managing Geologist, Carnavale Resources Ltd.

Humphrey Hale
CEO, Managing Geologist | Carnavale Resources Ltd.
Level 2, Suite 9 389 Oxford Street, WA 6016 Mount Hawthorn (AUS)

info@carnavaleresources.com

Interview Carnavale Resources: Good cards for long-term success


Bill Guy, Chairman, Theta Gold Mines Limited

Bill Guy
Chairman | Theta Gold Mines Limited
Level 35 (ServCorp), Intl Tower One 100 Barangaroo Ave, 2000 NSW Australia (AUS)

info@thetagoldmines.com

+61 2 8046 7584

Interview Theta Gold Mines: This team has already brought 20 mines into production


David Mason, Managing Director, CEO, NewPeak Metals Ltd.

David Mason
Managing Director, CEO | NewPeak Metals Ltd.
Level 27, 111 Eagle Street, QLD 4000 Brisbane (AU)

info@newpeak.com.au

+61 7 3303 0650

Interview New Peak Metals: Many chances for great success


09. June 2021 | 10:55 CET

NIO, JinkoSolar, Siemens Energy, Nevada Copper - This is the copper sensation!

  • Copper
Photo credits: pixabay.com

The copper shortage continues as demand is continuously increasing. The current slightly weakening copper price should not hide the general state of the market. Resources are scarce, procurement markets are depleted, and demand remains at a high level. Current trends in the economy are further exacerbating this situation. Modern electric vehicles use about three to four times as much copper as a conventional internal combustion vehicle. It should not be forgotten that the construction of the charging infrastructure also requires significant amounts of copper. New mines are not currently in sight, but there is news from Nevada.

time to read: 4 minutes by André Will-Laudien


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 - Mine expansion in Nevada fully on track

Nevada Copper has now put its feet on the ground in early 2021 to accelerate its mine expansion. Demand could not be better, and this also makes for good negotiations with potential financing partners. The real reason for the current market skew goes back to the extensive mine closures between 2010-2015 when the copper price abruptly crashed from USD 10,000 to below USD 5,000 at the time. The USD 10,000 level has now been regained.

Nevada Copper is currently operating an underground mine. Production has only just started and will continue to be developed forward. In one projection, the Pumpkin Hollow mine is scheduled to produce 77 million pounds of copper concentrate annually. During the first quarter, the Company completed significant electrical upgrades to provide sufficient power for additional production equipment and ventilation to support the ramp-up of the underground mine. Approximately 3,173 tonnes of concentrate were produced at an average copper grade of 24%, with the grade reaching 26% by March. Similarly, recovery grades improved from 82% in Q4 2020 to over 90% in 2021. High hopes are held for the development of the open pit mine in the immediate vicinity, which is estimated to cost up to 200 million pounds.

There has been no new production facility in North America in the last 10 years, and international attention to Nevada Copper's Pumpkin Hollow project is high because of this. Only very few explorers manage to prove copper in the ground through exploration and economically mineable quantities. The subsequent task of developing an operating property is not only complex but can be extremely challenging. Nevada has an excellent team for these processes and can start delivering real results in the fall.

NCU stock is very liquid, with over 1 million shares changing hands daily in Canada and tight bidding on Tradegate in Germany. For growing production, the current mine valuation of about CAD 450 million is quite reasonable.

NIO - Surprising drop in production figures in May
Electric car startup NIO announced just a few days ago that they are extending their cooperation with production partner Jianghuai Automobile (JAC) for at least 3 years. It also agreed to double its production capacity to 240,000 units per year. Just over a year ago, the Tesla competitor had severe financial problems, which new, financially strong investors could eliminate.

In addition to the new contract with JAC, another production plant is also being planned. Whether this will be operated by NIO itself or also by JAC is still unclear. The medium-term goal is a production capacity of around 1 million vehicles. In parallel, a charging network for e-cars is being ramped up, and this is also being considered. So far, NIO has sold its cars exclusively in China, but expansion into the European market is planned for this year. Cars from NIO are also to be sold in Germany from 2022.

In its presented figures, the Chinese producer announced that in May 2021, they had delivered a total of 6,711 vehicles, which represents a growth of 95% compared to the previous year. However, compared to April this year, when 7,102 cars were delivered, it corresponds to a decrease in delivery figures of about 6%. The Company cited the global semiconductor shortage as the main reason for the decline in May. It is also due to the supply of critical raw materials such as copper.

NIO shares rose after the May figures, but the price is now close to the next resistance at around USD 50. Here, the value will struggle for the time being. Wait and see!

JinkoSolar - High demand for new products
Another representative from the renewable energy generation industry is JinkoSolar. The increasing demands of the distributed power generation market require unique solutions from all commercial and residential customers. Meeting these is a challenge when many PV modules are not compatible with inverters, components, and mounting systems on the market.

Demand in the global distributed generation (DG) market is expected to grow rapidly at a compound annual growth rate (CAGR) of 10% between 2021 and 2025. The Tiger Pro 54 HC solar module is a high-end solution for residential and commercial rooftop PV system owners. The new module represents a significant advancement in 10BB and TR technology, offering customers a highly competitive product with a reasonable price/performance ratio. Because of its characteristics, the new solar module can generate more than 2% cost reduction per year, increasing the efficiency of the whole PV system.

JinkoSolar's stock successfully turned around in May, gaining a good 20%. Currently, the value stands at USD 37.5. The current rally could well continue to about USD 50.

Siemens Energy - Cooperation with Mitsubishi on greenhouse gases

Siemens Energy and Mitsubishi Electric want to jointly explore possibilities to reduce the use of climate-damaging greenhouse gases in high-voltage switchgear. The companies reached an agreement in principle yesterday. The aim is to use clean solutions instead of greenhouse gases as an insulating medium. Worldwide, sulfur hexafluoride still predominates as an insulating gas in most substations. It is the strongest known greenhouse gas in the world. Even with minimal leakage of the gas, the impact on global warming is significant.

Siemens Energy shares are in a downtrend but could exit if there is no breakthrough at the EUR 25 mark. The stock was issued in the fall of 2020 at EUR 21. The share price still needs some time to digest the expiring lock-up periods.


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

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Related comments:

18. June 2021 | 12:33 CET | by Armin Schulz

Kodiak Copper, Deutsche Telekom, Varta - What is going on in commodities?

  • Copper

The hype around wood lasted until May 25, after which the rally ended and the price consolidated by a whopping 40%. Gold was trading above USD 1,900 last week. In parallel to this article's writing, the price is below USD 1,800. A minus of about 5.5% within five days, and the industrial metal for electrification and copper, dropped by 8%. Currently, all factors speak for a further increase in commodity prices. Real interest rates are still negative, and inflation should also remain high. The Fed could not help calm the markets, although interest rate hikes were not announced until 2023. However, the Fed intends to continue its bond purchases. Consolidation can always occur after strong increases, and so we will see long-term rising commodity prices, especially for precious metals and copper.

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09. June 2021 | 10:41 CET | by André Will-Laudien

BYD, Nordex, Kodiak Copper: The green revolution!

  • Copper

They have not yet been seen in the state elections of Saxony-Anhalt! However, the political green wave in Germany is starting to warm up for the federal election. Consumers expect greater awareness of the Paris Climate Agreement with corresponding measures in our country, especially in Europe. Already today, this is getting investors to focus correctly on the issues of the future. In plain language, this means continued tax incentives of the highest magnitude for so-called "environmentally friendly technologies" that include solar plants and wind power, including, above all, battery-powered mobility and hybrid vehicles. We shed light on some of the favorite stocks.

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02. June 2021 | 09:59 CET | by Stefan Feulner

Volkswagen, Nevada Copper, Geely - Things are heating up!

  • Copper

The fear is going around. The new enemy of the economy is no longer the pandemic but the consequences due to the easing. In May, growth in Chinese industrial activity reached its highest level for 2021 due to rising demand from domestic and global markets. Commodity prices are skyrocketing due to supply shortages, and supply chains are broken, affecting the economy. Due to the green revolution, the trend of expensive metal prices will continue. The losers will be the end consumers, while the winners will be the producers of the scarce goods.

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