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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".


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%"


06. April 2021 | 10:22 CET

Sierra Growth, BYD, Ballard Power - Copper versus hydrogen!

  • Copper
Photo credits: pixabay.com

Emission-free mobility - who will make the race? In the last 3 weeks, there have been strong movements in battery metals. Nickel almost doubled to USD 19,500 within 12 months, followed by a correction to USD 16,000 in April. Copper fared better. Here the price fell back from USD 9,500 to USD 8,750. However, the gain over the year for both metals is still just under 100%. In the first quarter of 2021, there was a jolt in the development towards e-mobility because VW blew the big attack against Tesla. After all, VW sells 10 times more cars than its Californian competitor, and now the battle for electric customers is really getting underway...

time to read: 4 minutes by André Will-Laudien
ISIN: CA8263191055 , CNE100000296 , CA0585861085


Matthew Salthouse, CEO, Kainantu Resources
"[...] We have a clear strategy for neutralizing sovereign risk in Papua New Guinea. [...]" Matthew Salthouse, CEO, Kainantu Resources

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


Sierra Growth Corp. - A new star on the copper market

VW Group reported an increase in deliveries of purely battery-powered models for its leading brand in 2020 to nearly double the previous year's level. For e-cars overall - including those with plug-in hybrid powertrains - the increase was 158%. Globally, electric or alternative drive systems to internal combustion engines grew by around 120%. Thus, we can see the momentum behind this trend - and what is needed first and foremost is copper!

The global supply of copper is currently managed from about 10 large mines and 20 smaller ones. Considering this, it becomes clear that a medium-term supply of the coveted raw material can only be achieved through new developments. An e-vehicle requires 4 times the amount of copper used in a conventional vehicle, and around 70% of the world's copper is used in electronic applications. Global demand will be about 1.6 million metric tons (MT) in 2025, compared to a total of 0.6 million MT in 2020, resulting in a 160% increase in demand in 5 years - that is exponential!

Sierra Growth is a junior exploration Company engaged in the acquisition, exploration and development of early stage mineral prospects, currently operating projects in Nevada. The primary sectors the Company is focused on are silver, copper, gold and molybdenum. Currently, the focus is clearly on the 3 properties in Nevada, as the state has been consistently ranked in the top 5 by the Fraser Institute in its annual assessment of mining jurisdictions. The properties are held by experienced license holders who have a proven track record of exploration in Nevada. Excellent infrastructure is already historically in place in Nevada: Power, water, and utilities are available nearby in local mining towns.

Anyone looking for a small successor in the copper market and looking at the supply situation over the next 5 years recognizes the potential of current copper projects. Sierra Growth shares have recently been quoted in Frankfurt at around EUR 0.12; trading volumes are still low. Since the market capitalization is still a manageable EUR 6 million, a limited entry could soon pay off.

BYD - The "Blade" super battery

BYD has presented its business figures for 2020. Sales rose by 22.6% year-on-year to the equivalent of around EUR 20.3 billion. Profits climbed by about 162.3% to around EUR 550 million. BYD justifies the profit growth with an "improvement in overall operational efficiency" and new products. The automotive division contributed EUR 10.9 billion, about half of the Group's revenue.

However, as a look at production and current deliveries shows, the Chinese were able to make gains primarily in the combustion models. BYD produced a total of 431,954 vehicles, down 5% year-on-year. The decline was mainly due to lower sales of electric cars and plug-in hybrids by 12.5% to 162,893 units, while sales of combustion models increased by 3.8% to 231,715 vehicles. Worldwide, BYD is ahead with its electric buses, while passenger cars are currently available mainly in China and are still little known internationally.

Currently, the Group is focused on its expansion into Europe: after a test last year, more units of the Tang EV SUV will be sold in Norway. The Group intends to slowly abandon the existing NCM battery-based BEVs and roll out more "LFP blade battery" based vehicles from April, with a new BEV platform to be unveiled in 2021. BYD wants to stand up to Tesla and other manufacturers in this way because the blade battery is supposed to be more stably protected against external influences and minimize the risk of fire in the event of an accident. In tests, the battery was even shot with nails under maximum load; a conventional lithium battery would have reached temperatures of over 500 degrees under this stress. The "blade battery" only heated up to 30 to 60 degrees in the process.

After its high of EUR 29.5, the BYD share price corrected to EUR 17.2 and quickly turned upwards again. The EUR 15 line is likely to hold at this point, so take aim at the stock again.

Ballard Power - Big goals, weak share price performance

Ballard Power has always had ambitious goals. Since 1995, a large-scale growth strategy has been aimed at capturing as much of the fast-growing global market for fuel cells as possible. At the beginning of the millennium, the share was at EUR 140, then followed 19 years of tragedy with price losses of up to 99% from the high. It wasn't until 2017 that the share attracted attention again when the Company put the first commercially viable fuel cell into operation.

Today, no one doubts that fuel cell technology is a relevant future development. The latest milestone in kilometers driven is proof of this. The Company recently announced that PEM fuel cell technology has now powered vehicles with an industry-leading total mileage of more than 75 million kilometers. If we do the math accurately, we would have circled the globe about 1,870 times with that number. Approximately 80% of the miles traveled to date have been by fuel cell vehicles in China, with the remainder completed in Europe and North America.

Ballard has developed its share price upwards by more than 100% in the last 2 years. Therefore, CTO Dr. Kevin Colbow is also convinced that Ballard has industry-leading field experience in powering commercial vehicles. The target group for future development is therefore buses, trucks, trains and ships. We are curious to see whether the global commitment to zero-emission mobility will lead to the mass production of fuel cells or whether battery propulsion will ultimately win the race. The share price has almost halved in the last 3 months. We warned of the impending correction at an early stage.


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:

30. July 2021 | 11:21 CET | by Carsten Mainitz

First Majestic Silver, Kodiak Copper, Orocobre - Metals for e-mobility offer great growth potential

  • Copper

Tesla, NIO and Polestar, the pioneers of e-mobility. But the global climate crisis and the realization that it can only be combated with the help of a consistent reduction in greenhouse gases has also led traditional car manufacturers to realize that alternative drive concepts are necessary, not least as a result of legal requirements. Electromobility has currently established itself as the most promising option. Manufacturers are now hastily trying to steer their product development in this direction and are making announcements about the end of the internal combustion engine: Jaguar wants to phase out the engine by 2025. Fiat, Volvo and Ford have announced the end of the engine by 2030. VW has set the period between 2033 and 2035 as its target, at least for Europe, and Audi wants to phase out entirely by then. Mercedes also has a similar date in mind. However, all e-cars have one thing in common: they are very hungry for raw materials. An e-car requires about four times as much copper as a combustion engine. Consumption of gold and silver (onboard electronics) and lithium (batteries) will also increase significantly.

Read

21. July 2021 | 12:49 CET | by Armin Schulz

QMines, Varta, Siemens Energy - Who benefits from the copper shortage?

  • Copper

The copper price has moved significantly upwards over the past year. On the one hand, this is due to the increasing demand caused by sustainability topics such as renewable energies, e-mobility and global electrification. On the other hand, the metal has become scarce. Whereas 60 profitable copper projects were launched in 2008, only 36 were established in 2020, and this with declining mining values. In 2015 0.65% copper per ton was still being mined; this value will fall to 0.55% by 2025. Existing large copper mines will also need billions in the coming years to maintain their production levels. These additional costs will be passed on to consumers. Today we highlight three companies that either produce or need copper.

Read

20. July 2021 | 12:38 CET | by André Will-Laudien

BYD, Volkswagen, Kodiak Copper: The 1000 Dollar Correction!

  • Copper

The copper price had reached its interim high in May 2021 at around USD 10,500. Since then, we have seen a standard consolidation of 10-15%, which is not an unusual occurrence in an uptrend. The increase since the beginning of 2020 is over 100%. Copper mines have been able to post multiple performances in the same period, and the recent correction was accordingly somewhat higher. For many market participants, however, the medium-term scenario for the industrial metal is set. Since the political closing of ranks on e-mobility, demand for copper and battery metals has shot through the roof. Mine operators worldwide are alarmed; the currently recoverable capacities cover just 85% of the demand from 2022. Who can close the gap?

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