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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".


27. April 2021 | 07:26 CET

Plug Power, Almonty Industries, Nel ASA - Hydrogen: Historic turning point!

  • Tungsten
Photo credits: pixabay.com

Joe Biden is getting serious about climate action. Now that the United States has re-entered the Paris climate agreement after Donald Trump withdrew, the ambitious targets have been defined. The US wants to halve its greenhouse gas emissions by the end of the decade compared to 2005. The shares of renewable energy providers, which have recently fallen sharply, are reacting strongly. Does the newly announced climate target herald a turnaround? Many stocks are at crucial points.

time to read: 3 minutes by Stefan Feulner
ISIN: US72919P2020 , CA0203981034 , NO0010081235


Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG
"[...] China's dominance is one of the reasons why we are so heavily involved in the tungsten market. Here, around 85% of production is in Chinese hands. [...]" Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG

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


Main beneficiaries of the energy turnaround

After the previous administration took a stepmotherly approach to the energy transition, the new US president sees an urgency to significantly improve his country's energy balance. Alongside China, the USA is the world's largest CO2 emitter and energy consumer. For this reason, over USD 400 billion is to be invested in clean energy and innovation over the next 10 years. This includes wind power as well as hydrogen and fuel cell technology. One of the main beneficiaries is likely to be Plug Power, a US manufacturer of fuel cells. The Company develops and manufactures fuel cells for applications in electromobility, the operation of industrial trucks and stationary use in emergency power systems. Plug Power also supplies hydrogen to its customers and designs hydrogen storage systems.

Due to irregularities in the balance sheets, the Company was beaten down to currently USD 27.98 after reaching the highs at USD 75.49. Positive statements from the US government provided a much-needed countermovement last week. Thus, after falling below, the share managed to regain the crucial 200-day line around EUR 21. Currently, a bottoming out is taking place with chances of a countermovement up to EUR 30. However, the long-term chart picture will only become bullish once this significant resistance has been overcome.

European shares send a signal

In addition to North American shares such as Nikola, Vestas or Ballard Power, the Europeans were also able to profit. Also, the Norwegian hydrogen specialist Nel ASA, which was counted in the chart, was able to initiate a clear countermovement in the downward trend with a price increase of just under 8% and is quoted at EUR 2.52. A breakout above the EUR 2.65 mark would significantly brighten the chart picture here. However, a stop should be placed at EUR 2.40. Yesterday, the hydrogen specialist announced a framework agreement with the energy service provider Aibel.

The companies intend to jointly develop and implement large, complex projects for renewable hydrogen. Nel announced that the process of gradually involving Aibel in selected ongoing Nel projects is already in full swing. Aibel will also be involved with Nel ASA to deliver the 20 MW PEM hydrogen production plant to Iberdrola in Spain.

Commodity prices explode

In addition to the corresponding shares, the prices for the required raw materials are exploding. Copper reached a new 10-year high yesterday. The demand for lithium, rare earth metals and tungsten will also skyrocket in the next few years. The problem is that about 85% of tungsten comes from China. Thus, the Middle Kingdom currently has almost a monopoly on critical metals. Alternatives outside China are scarce, and it would take ten to fifteen years to build up new production facilities. One of the few players on the market is the Canadian Company Almonty Industries.

Almonty specializes in the mining and processing of tungsten. In addition to mines in Los Santos in western Spain and Panasqueira in Portugal, the Company is developing another tin and tungsten project in Valtreixal in northwestern Spain. With the construction of the largest tungsten mine in the world, Almonty Industries is now on the verge of a breakthrough. In South Korea, more precisely in Sangdong, the largest tungsten mine in the world is to be built and, at full production capacity, will cover 7-10% of global supply in 5 years.

Shortly before the milestone
The financing with KfW IPEX for USD 75.1 million has been in place for some time. In addition, a buyer for the tungsten concentrates to be produced in Sangdong from 2022 has been found in the form of the Austrian Plansee Group, which incidentally also became the largest single shareholder. In addition to the Plansee Group, the German Rohstoff AG holds a 12.8% stake in Almonty Industries. The existing shareholders also cleared the last hurdle, namely the equity ratio, to trigger the KfW IPEX-loan.

As such, the Canadians announced that the Company has cash and binding commitments from existing shareholders totaling USD 9,590,000 through two completed private placements. The first major construction phase should therefore be announced in the next few weeks. Target achieved! Almonty Industries currently has a market capitalization of EUR 145.21 million. The market has not yet recognized the potential of the mega project. In the long term, this Company still offers enormous growth opportunities.


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:

13. October 2021 | 13:23 CET | by André Will-Laudien

BASF, Almonty Industries, Millennial Lithium, BYD - All sold out?

  • Tungsten

Anyone who can offer scarce raw materials today is in a fortunate position as far as business prospects are concerned. In particular, metals and battery raw materials are in high demand and have become a bone of contention in globalization. That is because many critical metals are majority-owned by China, meaning that the regime decides on potential allocations to foreign countries. Admittedly, the Middle Kingdom wants to stay in business with the West, so long-term contracts exist. Nevertheless, the domestic industry is naturally given preferential treatment; we can only hope for political stability and incremental improvements in the West. Who are the interesting players in the tight commodity market?

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04. October 2021 | 12:36 CET | by Armin Schulz

BP, Almonty Industries, Standard Lithium - Which commodities offer the most potential?

  • Tungsten

Last Tuesday, the barrel of oil reached the USD 80 mark again for the first time since 2018, even though OPEC had recently increased production volumes. The discrepancy between supply and demand obviously could not be closed by the production increase. Comparing tungsten with gold, an investment in tungsten could beat gold by 70% since 2010. In the case of lithium, the price is also rising significantly. The automotive industry has decided to push ahead with its conversion to e-mobility in the interests of sustainability. So, the ambitious goal of charging only USD 100 per KWh of capacity in an e-car battery will not happen, making the price of e-cars much cheaper. Today, we take a look at three companies that produce these raw materials and analyze the potential.

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29. September 2021 | 10:18 CET | by Nico Popp

Rheinmetall, Almonty Industries, Siemens Healthineers: Here the signs point to growth

  • Tungsten

In 2019, the world's nations spent a whopping USD 1917 billion on armaments. That is more than they have spent since 1988, stresses the Stockholm-based International Peace Research Institute. Germany increased its spending more than any other country in the process. The incidents in Afghanistan have shown that it is of great importance to be able to act if one wants to play a role on the international stage. The pandemic shows that health can also take on a global dimension. Here, too, experts expect rising expenditures. Reason enough to take a closer look at well-known representatives of both sectors.

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