Recent Interviews

Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG

Dr. Thomas Gutschlag
CEO | Deutsche Rohstoff AG
Q7, 24, 68161 Mannheim (D)

+49 621 490 817 0

Interview Deutsche Rohstoff AG: "We can imagine additional investments in the field of electromobility."

Steve Cope, President, CEO and Director, Silver Viper

Steve Cope
President, CEO and Director | Silver Viper
1055 W Hastings St Suite 1130, V6E 2E9 Vancouver (CAN)


Interview with Silver Viper: Future price drivers and takeover fantasy

Karim Nanji, CEO, Marble Financial

Karim Nanji
CEO | Marble Financial
1200-1166 Alberni Street, V6E 3Z3 Vancouver (CAN)


Interview with Marble Financial: Fintech innovator plans expansion into the US

04. March 2021 | 09:03 CET

NIO, Royal Helium, Xpeng - the fierce battle for raw materials!

  • Helium
Photo credits:

The market price is determined by supply and demand. Due to the global climate programs of politics, the pressure increases and the demand grows enormously in the coming years. Raw materials such as rare earth metals, lithium, helium, copper or even silver will become extremely scarce commodities. There is a threat of drastic price increases. In recent years, significant investments in raw material projects have been neglected. To provide more supply, it will now be a race against time. In any case, the producers will profit.

time to read: 3 minutes by Stefan Feulner

Andrew Davidson, CEO, Royal Helium Limited
"[...] We expect the first three wells to be drilled, cased, completed and tested by the second week of March [...]" Andrew Davidson, CEO, Royal Helium Limited

Full interview



Stefan Feulner

The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.

About the author

Not yet recognized by the market

In contrast to hydrogen stocks, helium companies, the stock market's current stars, have so far received little attention. Yet helium is defined by politicians as a strategically important raw material. Experts warn by the small supply and a strongly rising demand, we are already in a helium crisis. The raw material is increasingly needed in the healthcare sector for magnetic resonance imaging (MRI), particle accelerators and in the production of quantum computers. Demand from the aerospace industry is also steadily increasing. NASA is the world's largest customer for helium. Demand is being further boosted by other companies entering the market, such as SpaceX.

Royal Helium recognized the problem of helium shortages years ago. In addition to being one of the few publicly traded pure-play helium companies, Royal Helium can also call itself the second-largest helium landowner in North America. The Company has access to approximately 400,000 hectares of prospective helium land in southern Saskatchewan, Canada. Fundamentally, the Company has been making positive headlines for months. A significantly oversubscribed placement of CAD 6.16 million was completed at the end of last year. The proceeds were immediately put into the new drilling program for the Climax project. To this end, a three drill program was initiated in mid-January.

The Company expects all three wells to be drilled, completed and production tested by mid-March 2021. Unlike the production of metals such as silver or gold, with helium it is possible to go into production immediately with a drilled hole. This situation allows Royal Helium to produce cash flow immediately. As a result, further drilling programs are to be paid for from production in the future. For 2021, the Company's stated goal is to scale and bring significantly more wells into production. The market capitalization for the long-term promising Company is EUR 26.29 million. The share price is EUR 0.40. Trading takes place in Toronto as well as in Germany.

NIO - More lithium, please!

The situation for lithium looks almost dramatic. Due to the growth explosion of electric mobility, market experts assume that the demand for lithium will significantly exceed the supply by 2022 at the latest. In addition to the well-known electric car manufacturers such as Tesla, BYD or renowned carmakers such as VW, new players such as the tech giant Apple are also flocking to the market, which will further increase demand. Volkswagen AG, for example, plans to invest a total of EUR 33 billion in electric mobility by 2024. By 2021, the target is for electric cars to account for 8% of total sales. Due to the policy that has proclaimed the switch from all internal combustion engines to electric engines by 2030 at the latest, we should be facing a lively retooling and an unmet demand precisely for lithium in the next few years. Added to this is that lithium, which is needed for the batteries of the new automobiles, is produced almost exclusively in China.

The quarterly figures of the Chinese carmaker NIO are an example of the enormous growth. In the fourth quarter alone, a turnover of USD 1.02 billion was achieved, an increase of 133.2% compared to the previous year. NIO reported net income for shareholders of minus 1.49 billion yuan, or minus USD 228.7 million, a 48.4% improvement from a year earlier. However, this metric was 25.65% lower than the previous quarter. The NIO share lost double digits in the market as a result.

Xpeng - sales and share price dip

NIO's competitor, Xpeng, also reported its sales figures this week. In contrast to the previous month, the Company reported a sharp drop. The Chinese Company delivered 2,223 electric SUVs, a decline of 63% compared to January. Compared to the same period of the previous year, an impressive sales explosion of almost 580% was reported. According to management, the dip in sales was seasonal. The reason for this is the one-week New Year's vacation. Overall, Xpeng continues to recognize strong customer demand. Investors are less optimistic about the stock. Since its high in mid-January, the stock has lost exactly 50% and is currently trading at USD 31.50.


Stefan Feulner

The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.

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:

30. March 2021 | 08:06 CET | by Nico Popp

GameStop, Royal Helium, Varta: "Hot Picks" for the Portfolio

  • Helium

Many private investors are looking to make a quick buck on the stock market. Time and again, this leads to investors taking on too much risk in relation to their financial situation. However, it can make sense to add one or two speculative stocks to a balanced portfolio. With only small amounts, it can be possible to achieve real returns even after inflation. We present three stocks and explain whether they are suitable as portfolio boosters or not.


25. March 2021 | 08:35 CET | by Carsten Mainitz

Linde, Royal Helium, Air Liquide - Two hydrogens, one helium. All there for an explosive mixture!

  • Helium

Nuclear fusion is the keyword of the future. Technically, this involves fusing two hydrogen atoms to form a helium nucleus. What is possible on a large scale on the sun without any problems (in fact, 564 million tons of hydrogen are fused into helium there every second), unfortunately, remains a dream of the future for us. This means 1. we cannot yet generate electricity from nuclear fusion, so we must continue to manage the energy transition with established sustainable technologies such as wind, solar and hydropower. Hydrogen will play a prominent role as an energy storage and transmission medium. And 2. helium will not be produced on an industrial scale in the foreseeable future in any other way than through conventional production. The following three companies should profit strongly from the energy turnaround.


12. March 2021 | 07:39 CET | by André Will-Laudien

Linde plc, Airbus SE, Royal Helium - Things are taking off!

  • Helium

Despite the second wave of the pandemic, the European Central Bank (ECB) has slightly raised its economic forecast for the eurozone economy, which has been battered by the Corona Crisis. The central bank announced on Thursday after the interest rate decision in Frankfurt that ECB economists now expect the gross domestic product (GDP) to grow by 4% for the current year. In December, central bank economists had still predicted 3.9%. So when the economy shifts into the next gear, commodity demand must be linked to this scenario. It provides a reasonable explanation for the bullish copper price. In this context, we take a look at the important industrial gases.