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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".


21. June 2021 | 12:52 CET

Porsche, Gazprom, Teck Resources, GSP Resource - The raw materials rally continues!

  • Copper
Photo credits: pixabay.com

There was a minor decline on Friday. Rarely could the DAX in recent weeks get caught up in a correction. But on triple witching, it fell from the morning onwards and lost a full 2% to 15,420 points over the course of the day. The all-time high at 15.808 is now a bit removed, and the sidelines also had to give up a bit. The S&P 500 had its first bad week since the significant May correction. However, the chart technicians are still calm; it was probably just a correction in the uptrend. Commodities were largely spared from the correction, Brent and WTI oil at highs near USD 74 and 71 respectively, and copper still just under USD 10,000.

time to read: 3 minutes by André Will-Laudien
ISIN: DE000PAH0038 , US3682872078 , CA8787422044 , CA36249G1090


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


Porsche SE - Own battery production at the start

Porsche AG will develop and produce battery cells for electric sports cars in a new joint venture with German lithium-ion specialist Custom Cells GmbH. The Zuffenhausen-based Company is investing a high double-digit million euro sum for this purpose and acquiring an 83.75% share in the Cellforce venture. Small-scale production of the high-performance batteries is scheduled to start as early as 2024.

"The battery cell is the combustion chamber of the future," Porsche said in the weekend announcement. The new subsidiary will play an important role in research, development, production, and high-performance cell sales. The German premium manufacturers are thus taking the bottleneck topic of "batteries" onto their agenda. It should be clear that the first manufacturer of a sensible battery will capture a significant market share. Special batteries for sports cars must also cope with high temperatures, charge quickly, and recuperate energy effectively. The top issues of range, performance and charging time are now to be optimized in the engineering burgs.

The new cells will allow charging in less than 15 minutes, Porsche CEO Oliver Blume said in an interview with Welt am Sonntag. Currently, the Taycan model takes about 22.5 minutes to charge the battery from 5 to 80%. In addition, Porsche plans to use silicon as the anode material for higher energy density and a more compact battery. The plant outside Stuttgart will have an annual capacity of at least 100 megawatt-hours, enough to produce cells for about 1,000 sports cars a year.

Porsche shares have rushed from high to high in recent weeks, and the current positive scenario surrounding automotive stocks is likely to continue for a while. The all-time high of EUR 158 was reached in 2007; the share is now back just below the EUR 100 mark for the first time in 13 years. Hold!

Gazprom - Super pay and rising energy prices

Gazprom is one of the largest energy producers globally, especially in natural gas and oil. The Russian natural gas giant is currently benefiting from rising oil and gas prices. Sales volumes are also significantly higher than a year earlier due to weather conditions. Discussions about Nord Stream II are continuing, but construction is ongoing in part, and this project should be completed despite all objections.

Natural gas exports to countries outside the former Soviet Union climbed 26.7% year-on-year to 92.3 billion cubic meters on a half-year basis. At 241.4 billion cubic meters, gas production was even a full 17.2% higher than a year earlier. Therefore, we should not be particularly surprised to see the commodities group's profits reach a substantial level in the current year. As a result, an EBITDA increase of about 50% to around USD 30 billion is expected.

In addition to a very low P/E ratio of 4, the share also offers a dividend yield of over 6%. The price-to-book ratio of 0.4 compared to 1.2 in the industry is also outstanding. With a slightly corrected price level of EUR 6.22 compared to the high of EUR 6.40, one can place favorable buy limits again.

GSP Resource - A Prospective Neighbor of Teck Resources

GSP Resource Corp. is a mineral exploration and development Company specializing in properties in southwestern British Columbia. The Alwin Mine Project is in close proximity to its neighbor Teck Resources. The Company holds an option to acquire 100% of the Alwin rights, a claim for mining copper, gold and silver located in the Kamloops Mining Division, 18 km west of Logan Lake. GSP also owns 100% of the Olivine Mountain project, located approximately 600 kilometers away in the Tulameen complex.

Adjacent to GSP in Highland Valley is the active mine of Teck Resources, one of the major resource producers focused on copper. With GSP Resource having already drilled grades of 1.29% copper equivalent over a distance of 14.1 m in initial drill samples and plans to explore further in 2021, the next set of results should provide even more indication of the property's recoverability. The historic underground mine, which was laid out over a length and depth of 500 meters by 300 meters, had already produced 233,100 tonnes of rock from five major sub-vertical zones from 1916 to 1981, containing a total of 3,786 tonnes of copper, 2,729 kilograms of silver and 46.2 kilograms of gold. The average diluted head grade was 1.5% copper. These are numbers that make economic mining feasible.

With the current low capitalization of only CAD 6 million, GSP Resource should soon come into the focus of a major. The obvious geographical proximity would, of course, point to Teck Resources in the first place. Of the 24.2 million fully diluted shares, 23% are in the hands of management and other insiders, the free float is stated at about 50%. In our opinion, the low valuation is unlikely to last much longer with the current drilling.


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:

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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