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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%"


21. May 2021 | 09:14 CET

Silkroad Nickel, NIO, Varta - Pre-programmed bottlenecks = price opportunities

  • Nickel
Photo credits: pixabay.com

Electromobility and battery technology are inextricably linked. Sales figures for e-vehicles are rising rapidly and will multiply in the next few years. This global increase in production will become challenging in many places. Not just with the competitive situation, which is becoming increasingly intense as Chinese players gain strength, but also the availability of the critical raw materials for battery production. There are signs of a huge supply deficit in nickel over the next few years. We show you how to invest with foresight and profitably.

time to read: 3 minutes by Carsten Mainitz
ISIN: SGXE31916740 , US62914V1061 , DE000A0TGJ55


Jerre Foo, Corporate Development Executive, Silkroad Nickel
"[...] China has become the manufacturing capital of the World, and because of its infrastructure, expertise and capabilities, Silkroad Nickel has strategically positioned itself to partner with Chinese companies in the Stainless Steel and EV industries [...]" Jerre Foo, Corporate Development Executive, Silkroad Nickel

Full interview

 

Author

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

About the author


SILKROAD NICKEL LTD - Pure profiteer of electromobility

Nickel is probably the most crucial metal component in battery manufacturing and energy storage. The more nickel, the higher the energy density of the battery. The current nickel price is just under USD 18,000 per ton, down from its peak in 2007, which was USD 50,000 per ton. Since 2007, there has been no significant investment in new nickel capacity to date. In the past, excess inventories have been run down. But these are slowly coming to an end. In addition, there are signs of a very high demand for nickel from the electric vehicle sector. As production capacities can only be ramped up slowly, the nickel price is expected to continue its upward trend. As a result, the shares of nickel producers such as Silkroad Nickel are likely to attract investor interest.

Silkroad Nickel is the first and only pure nickel company listed on the Singapore Exchange, where it has been listed since summer 2018. In addition, the stock is also tradable in Frankfurt. Since its inception, the Company's vision has been to expand downstream and transform into a vertically integrated producer of nickel products such as nickel pig iron/ferronickel for the stainless steel industry and produce various nickel-related products used in cathode components for electric vehicle batteries. Indonesia dominates the global primary nickel supply. The island nation supplies just over a quarter of the global market. Silkroad Nickel is working with major Chinese companies, among others, to produce higher value-added nickel products in Indonesia for export. The title is still an insider tip and an opportunity to bet on a nickel price increase.

NIO INC ADR - Available in Germany as of 2022

The Shanghai-based company NIO designs, manufactures and sells electric vehicles and drives innovation in next-generation technologies in connectivity, autonomous driving and artificial intelligence. NIO sees itself as a pioneer in the Chinese market for high-end intelligent electric vehicles and has medium-term ambitions to become a globally established premium brand. The differentiating feature of NIO vehicles is the easy-to-change battery. Car buyers who opt for a corresponding model do not have to buy the battery but can instead subscribe to batteries with different capacities (Battery-as-a-Service). The system is already established in China. The Company has set up more than 170 battery exchange stations along highways in the People's Republic and has already carried out several million battery changes.

Earlier this month, the Company announced plans to sell its e-cars in Germany from 2022 and compete with Mercedes, BMW and Audi. "We hope to offer some of our cars and services here as early as next year," NIO founder William Li told Der Spiegel. Sales in Europe are expected to start in Norway, the first country, before the end of 2021. Sales figures are still low. In the first half of 2021, NIO aims to deliver around 42,000 cars worldwide. The Group is still operating at a loss, and a profit is not expected until 2023 at the earliest. A year ago, the shares were trading at around USD 3 and rose to just under USD 67. At present, the share price is approximately USD 34 on the stock exchange. Analysts are optimistic and expect the share price to rise by 80% on average over the next 12 months.

VARTA AG - Annual forecast confirmed

On May 12, the MDAX group published its figures for the first quarter. With sales growth of 2.9% to EUR 204.3 million, the southern German Company fell slightly short of market expectations. Operationally, the growth was much more dynamic at 15.9% to an adjusted EBITDA of EUR 59.9 million. In mid-March, the Group announced its plans to enter the market for electric car battery cells. Varta recently announced that it had won its first customer from the automotive industry for the planned high-performance cell, but the name was not yet disclosed. "Due to our further increased profitability and our low debt, we have the opportunity to continue to invest massively in the lithium-ion business," said CFO Armin Hessenberger, underlining the Group's good position. Varta is investing EUR 150 to 200 million in the plant this year alone.

In addition, Varta confirmed its forecast for the year. According to this, the benchmark for 2021 is sales of EUR 940 million, which corresponds to an increase of around 8%. The EBITDA margin is expected to increase by up to 2.5 percentage points to up to 30%. Overall, the analysts' assessment of the share improved slightly after the figures. However, the majority of analysts classify the share as a hold. At EUR 123, the stock is currently valued at EUR 5 billion on the stock exchange.


Author

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

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:

15. June 2021 | 14:17 CET | by André Will-Laudien

NIO, Volkswagen, Toyota, Silkroad Nickel - Now it really starts!

  • Nickel

Armin Laschet (CDU), the CDU/CSU candidate for chancellor, does not want to give the internal combustion engine an expiration date, even though he himself drives an electric car. He also warns against focusing solely on the electric vehicle regarding climate protection in the transport sector. "I do not believe that this will be the form of mobility for the next 30 years, even though I drive an electric car myself," the CDU federal chairman told Handelsblatt. "There are ecological implications, for example, in battery production and the extraction of raw materials. We will still see many technological leaps." So in terms of e-mobility, the last word has not yet been spoken. Nevertheless, the industry is gearing up for a politically motivated wave of purchases. For this, it needs raw materials.

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11. June 2021 | 11:46 CET | by Stefan Feulner

BYD, Silkroad Nickel, Baumot - WallStreetBets: Enough is enough!

  • Nickel

Yesterday windeln.de and Adler Modemärkte, today Baumot and Nanogate. Every day, a new sow is driven through the village by the gambler community. There are no fundamental reasons for these stocks. The trend, which was started by the Reddit subcommunity WallStreetBets, is now spilling across the pond into Germany. There are companies, especially with regard to the energy transition, that have real potential due to their growth and profit prospects.

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01. June 2021 | 08:30 CET | by Nico Popp

HeidelbergCement, Silkroad Nickel, BYD: Shares with an explosive mix

  • Nickel

You do not have to be an economist or a well-connected investment guru to evaluate opportunities on the stock market. It is often the apparent developments and trends that point the market in the right direction. For investors, it is then a matter of interpreting these facts. For example, building materials are scarcer than ever - prices for wood and other essential materials have risen rapidly. Industrial metals are also in high demand. New technology, investment in construction and infrastructure, and the end of the pandemic make for an explosive mix.

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