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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".


28. September 2021 | 12:04 CET

Nordex, GSP Resource, NIO - These are the election winners

  • Copper
Photo credits: pixabay.com

Germany has voted, and the decision was very close. According to the leading candidates Scholz and Laschet, the government should be in place by Christmas at the latest. Whether it is a traffic light or Jamaica, the Greens will almost certainly be part of the coalition. As a result, this means that the energy transition and climate protection topic will be more in the focus of politics than ever before. The expansion of infrastructure topics such as energy, construction and transport promises growing sources of income and full order books for the companies concerned.

time to read: 3 minutes by Stefan Feulner
ISIN: NORDEX SE O.N. | DE000A0D6554 , GSP RESOURCE CORP. | CA36249G1090 , NIO INC.A S.ADR DL-_00025 | US62914V1061


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

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


Nordex - Green tailwind

One of the German parliamentary elections beneficiaries is likely to be one of the world's leading suppliers of wind turbines, Nordex AG. The Hamburg-based stock started the week with a gain of more than 3%, reaching a daily high of EUR 15.98. The share price has not yet risen above this level. It is not yet enough for more, as the striking resistance in the area around EUR 16 stands in the way. If it were to be overcome, the 200-day line would be the next target, currently at EUR 19.36.

From a fundamental perspective, there was further positive news following the recently announced large orders from Poland. The Nordex Group received the unit certificate (UGE) for the N149/4.0-4.5 turbine required for grid connection in Spain, as well as the component certificate (CAMGE) for its wind farm controller (CWE). Both certifications are required for the grid connection of wind turbines in Spain and must be provided within two years. For the "Celada Fusión" wind farm in northern Spain, the turbine manufacturer is supplying ten N149 turbines. It is the first wind farm in Spain with the new type of turbine.

GSP Resource - Profiting from scarcity

Whether photovoltaics, wind turbines or electric cars, the energy turnaround needs one thing above all else, lots of metal. Due to its nature, copper is the key metal par excellence. According to the German Metals Industry Association, more than 200 kilometers of copper wire are used in a wind turbine generator. The solar industry also relies on the red gold. In solar collectors, copper is particularly important as a robust heat conductor as well as in boilers, geothermal heat pumps, and electrical cables. But copper is a scarce commodity, with demand already exceeding supply in 2019. New projects have not been initiated in recent years due to the low base price. Now, an extreme supply shortage is gaping in the years ahead.

With two promising projects in the southwest of the Canadian province of British Columbia, GSP Resources is currently attracting attention. With an option to acquire 100%, the Canadians secured the rights to the Alwin mine. This historically high-grade mine was already operated at the beginning of the 20th century and produced copper ore grades of 1.5%. There is also the prospect of success because the Highland Valley mine of copper producer Teck Resources, which despite a grade of only 0.5%, is the most effective copper mine in Canada, is adjacent to the Alwin mine to the west. Five drill holes totaling 1,439 meters were drilled on the Alwin property during the summer drill program. The objective was to test the potential bulk tonnage of copper within and surrounding the historic Alwin Mine. This objective was successfully confirmed with the results.

In addition to the Alwin project, Olivine-Mountain promises similarly high potential. Here, too, GSP's management is pursuing a similar strategy. The 3,020-hectare property is located in the Interior Plateau area of south-central British Columbia, 25km northwest of Princeton. Just 25km away is Copper Mountain's copper mine, and just under 50km away is Westhaven Ventures' Shovelnose project and Kodiak Copper's MPD project.

The potential of both projects is high, but investors should not underestimate that the Company is still in the exploration phase. Thus, in addition to opportunities for disproportionately high price gains, there are also risks. As a portfolio addition, GSP Resource is suitable for speculative investors.

NIO - New mix

Nickel-cobalt cells were yesterday. Now the Chinese electric car manufacturer NIO is adding cells made of lithium iron phosphate. The hybrid batteries with double-cell chemistry using the new technology are available to order now and are scheduled to begin shipping in November. NIO's goal with the battery pack is to blend the advantages of the two different cells to make the battery more effective. The advantage of the NCM chemistry is the higher energy density, but the price is higher. In contrast, the lithium iron phosphate cell is more robust and also cheaper.

On the stock exchange, the new achievement is not rewarded at the moment. If the support at USD 34.50 does not hold, there is a threat of a setback to around EUR 30.


The participation of the Green Party in the coalition is likely to make the issue of climate protection even more of a political focus. Nordex should benefit from further orders. The demand for copper and a tight supply offer high potential for exploration companies such as GSP Resource. The e-car manufacturer NIO should only be observed at present.


Author

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:

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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