Close menu




June 23rd, 2021 | 11:28 CEST

Standard Lithium, Osino Resources, Ballard Power - These stocks are going through the roof

  • Gold
Photo credits: pixabay.com

When German investors think of Canadian stocks, two topics usually come to mind: commodities and cannabis. Many companies from these two sectors are headquartered in one of the Canadian cities of Montreal, Vancouver or Toronto. The Canadian stock market accounts for 5% of the world's stock market capitalization, while the country holds only 0.5% of the world's population. But there are also interesting investments outside the two sectors mentioned. So who makes the race?

time to read: 4 minutes | Author: Carsten Mainitz
ISIN: CA8536061010 , CA68828L1004 , CA0585861085

Table of contents:


    Standard Lithium - Lanxess with around 5% stake

    Recently, Vancouver-based technology and lithium development Company Standard Lithium announced that its project partner, German specialty chemicals group Lanxess, exercised its conversion right from a bond issued in 2019. As a result, it is now the owner of around 6.3 million shares and about 3.1 million options. This means that the Germans, who are developing a pilot project with the Standard Lithium company at the American site in El Dorado, Arkansas, to extract the raw material lithium from brine, which is urgently needed for electromobility, will have a future stake of around 5% in the Company (excluding options).

    Though Lanxess had expressed some dissatisfaction with the project's progress when it presented its quarterly figures in May, the exercise of the conversion right should be seen as a strong indication that Lanxess is confident of getting the final problems with the operation of the plant under control. Lanxess already produces bromine products at the El Dorado site with around 500 employees at three plants. As a by-product, so to speak, lithium can be extracted from the brine, produced in the order of several million liters a day.

    Investors welcomed the news with substantial price gains and a new all-time high of the Standard Lithium share. Whether it is still worth buying at the current price is, of course, a question of faith. Those who trust the expertise of Lanxess can undoubtedly count on a regular functioning production and further rising prices. Stock analysts are still divided on this. While some still see a price potential of around 10% for the Canadians, others already classify the share as overvalued. We think that investors who are willing to take risks can still risk an entry at the current price given the expertise of the project partner and in comparison to other lithium projects currently under development.

    Osino Resources - Two new mineralized zones identified at Twin-Hills in Namibia

    Osino Resources Corp. is a Canadian explorer engaged in the identification and verification of global gold deposits. The current main project, Twin-Hills, is located in the Damara Sedimentary Belt in Namibia, an economically and politically stable country with a long mining tradition and advantageous jurisdiction. Incidentally, in this region, also known as the Namibian Gold Belt, a team led by Osino's current CEO, Heye Daun, had in the past explored and developed the Otjikoto mine, which is located in the immediate vicinity, and sold it to the Company B2Gold. The latter now operates the mine highly profitably.

    The 14 brownfield targets identified in 2020 by an induced polarization (IP) survey could finally be tested by new drilling. Four of these holes showed significant gold mineralization ranging from 0.79 g/t to 1.96 g/t. In addition, two of these holes marked new mineralized zones: "Clouds North" and "THW Terminal 1". The 25,000m brownfield program has completed 63 drill holes for 18,549m since March, with just over 20 holes remaining. These are designed as diamond drill holes and are expected to be completed in August. As assaying of drill core takes an average of about two months, Osino does not expect new results until October.

    The Company hopes to add significantly to its initial April 21 resource estimate of 430,000 ounces at 1.00 g/t gold (indicated) or 1.47 million ounces at 1.08 g/t gold (inferred). In any case, analysts are impressed by the results to date. The median target price for the share, which is also traded in Frankfurt, is around CAD 2.60, roughly corresponding to a doubling of the share price. It is assumed that with a higher resource estimate in the autumn, these expectations will be corrected upward once again. Investors should therefore seize the opportunity and start to build up a position.

    Ballard Power Systems - Competitive advantage with longer-lasting fuel cells through a new collaboration

    The fact that the shift to electromobility is currently focusing almost exclusively on battery-powered vehicles, while hydrogen-based solutions are currently lagging, is due to two factors that also influence each other: on the one hand, there is no nationwide hydrogen infrastructure, and on the other hand, the only currently mature technology for hydrogen-powered vehicles, namely the fuel cell, is costly due to the materials required, such as platinum. In addition, it would help if the service life of the fuel cells could be extended. It is precisely this competitive advantage that the Canadian fuel cell specialist Ballard Power Systems has now secured.

    Through its cooperation with the American industrial Company WL Gore & Associates, Ballard now has access to a new type of membrane that significantly extends the service life of the cells thanks to long-term supply contracts. Further measures to increase efficiency are also planned. The partners have already worked together in the past and therefore know each other well. For investors, this should be long-awaited positive news, as the share price has suffered a severe correction of almost 60% over the past six months in the course of the general consolidation of hydrogen stocks. The stock may now have finally bottomed out. In any case, analysts currently see an average upside of over 20% for the shares.


    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.

    Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on news.financial. These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.

    The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered here. Please also note our Terms of use.


    Der Autor

    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



    Related comments:

    Commented by Fabian Lorenz on October 23rd, 2025 | 07:00 CEST

    Will GOLD explode to USD 10,000? Opportunities in defense? Barrick Mining, RENK, and Kobo Resources!

    • Mining
    • Gold
    • Commodities
    • Defense

    Get out of gold - or buy more? According to the world's most famous banker, the rally in precious metals is far from over. Jamie Dimon believes USD 10,000 per troy ounce is possible. In line with this, there are interesting rumors coming out of Africa regarding heavyweight Barrick Mining. Explorers such as Kobo Resources offer leveraged exposure to the gold price. The Company is active in one of Africa's most stable and promising regions, and the gold gem's stock has recently been listed on a German stock exchange. Defense stocks have also corrected recently. Here, too, analysts see buying opportunities. RENK has potential for a 30% gain. The transmission specialist has announced a million-dollar order.

    Read

    Commented by André Will-Laudien on October 22nd, 2025 | 07:35 CEST

    Gold and silver – New record highs! Keep an eye on Barrick, Agnico Eagle, Desert Gold, and First Majestic!

    • Mining
    • Gold
    • Silver
    • Commodities

    Silver prices broke through the USD 53 mark for the first time at the beginning of the week, and gold is attempting to reach the USD 4,300 mark. Precious metal enthusiasts have been anticipating these moves for a long time, but traders on the futures exchanges clearly have not. In addition to extreme physical scarcity, the exploding prices are also attributed to heavy short squeezes. The physical silver market is under tremendous pressure as the availability of real metal to hedge the numerous futures transactions is severely limited. This imbalance is causing erratic market reactions and driving the spot price into an almost exponential sell-off. The current rally in precious metals is driven by geopolitical uncertainty, industrial demand factors, and the search for safe investments. In times of excessive government debt, the weakness of the US dollar is now also weighing on the market. Which companies should investors keep a close eye on now?

    Read

    Commented by Carsten Mainitz on October 21st, 2025 | 07:40 CEST

    Power Metallic Mines, RENK, BYD – An explosive combination! And the winners are?

    • Mining
    • Copper
    • Nickel
    • Gold
    • CriticalMetals
    • Electromobility
    • Defense

    Many topics are dominating the headlines. Peace in Gaza – and soon in Ukraine? This prospect initially put a significant damper on defense stocks – but only temporarily. After just a few days of correction, prices are already rising again. Gold at an all-time high is another major topic being covered in the media. Meanwhile, the geopolitical shifts we were reluctant to acknowledge for far too long are now catching up with many companies: China is cutting the world off from critical raw materials and rare earths. Read here to find out how investors can identify promising high-potential opportunities in this constellation.

    Read