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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%"


Gary Cope, President and CEO, Barsele Minerals

Gary Cope
President and CEO | Barsele Minerals
Suite 1130 - 1055 W. Hastings Street, V6E 2E9 Vancouver (CAN)

info@barseleminerals.com

+1(604) 687-8566

Interview Barsele Minerals: 'I have never seen a project with such good general conditions'.


12. January 2021 | 07:46 CET

Plug Power, Almonty, Alibaba - Watch out, a breakthrough!

  • Investments
Photo credits: pixabay.com

Electric motors, hydrogen, fuel cells, new trends are coming to the capital markets all the time. But it is not only the latest technologies that will multiply in the coming years. Essential is the extraction of the raw materials needed for these technologies. The scarcity that we are sure to face in the next few years is likely to be seen by the stock market in the near future. At the moment, there is no sign of hype around scarce commodities.

time to read: 3 minutes by Stefan Feulner
ISIN: CA0203981034 , US72919P2020 , US01609W1027


 

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


Shortly before the breakthrough

It all began relatively quietly and calmly in Europe. Almonty Industries, a junior explorer from Canada, specializes in the mining and processing of tungsten. In addition to mines is Los Santos in western Spain and Panasqueira in Portugal; the Company is developing the Valtreixal tin and tungsten project in northwestern Spain. According to the European Union governments and the Congress of the United States of America, tungsten is a critical industrial metal whose existence should be secured for Western industrialized nations. 80% of global production still occurs in China, but Almonty Industries is set to change that.

Project causes reassessment

The Canadians have a clear goal in mind. The largest tungsten mine in the world is to be built in Sangdong in South Korea. When Sangdong reaches full capacity in 2026, it will account for about 30% of non-Chinese supply and 7-10% of global supply. Preliminary work on financing is already well advanced. The final contract with KfW IPEX-Bank was signed in mid-December. The project financing has a volume of USD 75.1 million. A customer for the tungsten concentrates, which are to be produced in Sangdong from 2022, has also been landed. It is the Austrian Plansee Group. The Group is also providing EUR 30 million in bank guarantees to cover possible cost overruns.

Great confidence and rosy prospects

Plansee has strategic and longer-term plans for cooperation. The Group is acquiring shares from the CEO of Almonty Industries, making it the largest shareholder. The German Rohstoff AG also remains on board with 12.8%. For the analysts of First Equity Research, Almonty is a clear buy. The price target is CAD 1.45. The Company would still have to take a small step to make the breakthrough. The last significant condition precedent is an equity raise of USD 14.1 million. Experts see the Sangdong deal as the best financing for a junior miner they have ever seen because of KfW's involvement and the low-interest rate. Yesterday, the price of Almonty Industries rose to CAD 0.75 with a substantial increase in trading volume. If the last minor hurdle is cleared, First Equity Research's price target should wobble.

It is regulated

Alibaba's subsidiary is not the only one caught in the Chinese government's crossfire. The other Chinese Big Techs are also ordered to report. In addition to Ant Group, Tencent and JD.com must also disclose information about consumer loans made. According to Reuters, the data will be shared with credit reporting agencies. The data will then be shared with other banks and lenders to analyze risks better and prevent over-indebtedness. Alibaba's finance subsidiary made about one-fifth of all short-term consumer loans in China. Concerns about overly loose lending and growing defaults have been growing in China for some time. There continues to be no sign of Alibaba CEO Jack Ma. Instead, several analysts spoke out today. UBS Global Research continued to rate the stock as "buy" but lowered the price target from HKD 340 to HKD 310. Jefferies Research took a similar stance. The buy rating was left unchanged, but the price target was lowered from HKD 363 to HKD 318. We are also bullish on the stock in the long term.

Too much of a good thing

The situation is different for the leading manufacturer of fuel cell technology, Plug Power. Although the deal with SK Group, which intends to acquire 51 million Plug Power shares at USD 29.29 per share, is extremely positive, the Company's stock price is still too low. With a stock market valuation of USD 13.0 billion, Plug Power made just USD 230.0 million in sales in 2020. Admittedly, the synergy effects due to the joint venture are enormous. Nevertheless, we see correction potential to at least USD 34, also from a chart perspective.


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.


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