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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%"


03. September 2021 | 10:39 CET

Strong performance by Nel ASA, Defense Metals and JinkoSolar

  • RareEarths
Photo credits: pixabay.com

The German parliamentary elections are on September 26. Climate protection is at the center of most political parties' election programs. The Greens are going out on a limb, aiming to achieve CO2 neutrality as early as 2035. However, it seems more than questionable whether these ambitious promises can actually be put into practice. The scarcity of raw materials such as copper, lithium and rare earth metals means a wide gap between aspiration and reality.

time to read: 2 minutes by Stefan Feulner
ISIN: NEL ASA NK-_20 | NO0010081235 , DEFENSE METALS CORP. | CA2446331035 , JINKOSOLAR ADR/4 DL-00002 | US47759T1007


 

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


Extreme dependencies

The plan of Baerbock & Co. becomes even more improbable if, in addition to the already increasing demand for industrial metals, the dependence on China is included. At the moment, 80% of rare earth metals are mined in China. These are of existential importance for producing magnets, which are needed for electric motors and wind turbines, for example. In addition, there is high demand in the defense industry.

Last year, the United States imported 80% of its requirements from China, and the European Union even obtained 98% from the Middle Kingdom. In order to reduce dependence on the People's Republic and prevent possible bottlenecks, the EU is working on proposals for boosting domestic production. The Biden administration is already one step ahead in this regard. In the USA, tax breaks for domestic manufacturers were recently passed.

The Canadian Company Defense Metals is well advanced at its 1,700-hectare Wicheeda Rare Earth Project in British Columbia, producing far more cheaply than its peer group because of its world-class infrastructure. Through drill programs already completed, indicated mineral resources total 4.89 million tonnes at an average grade of 3.02% light rare earth elements (LREO) and suspected mineral resources of 12.1 million tonnes at an average grade of 2.90% LREO.

Important Steps

In recent weeks, Defense Metals has taken important steps toward a successful future. A significant letter of intent was signed with state-owned Sinosteel Corporation, including the design of a pilot plant and the economic and technical feasibility of full-scale mine development. In addition, at the end of last month, the completion of the construction of the platforms in steep terrain for the 2021 drilling program, which should be between 2,000m and 5,000m, was announced. These were necessary to carry out the diamond drilling program for resource expansion and delineation.

In contrast to the fundamentally sound development, the share price corrected significantly in recent months. Currently, the stock market value of Defense Metals is only EUR 12.50 million. In the long term, a good opportunity to profit from the supply shortage.

Cooperation with a promising future

JinkoSolar's main subsidiary Jinko Solar Co. has signed a strategic cooperation framework agreement with Contemporary Amperex Technology Co. covering areas such as promoting carbon neutrality in the industrial chain, global development of solar-plus-storage business, and development of integrated solar-plus-storage solutions.

The companies plan to build a new energy technology ecosystem and promote solar energy in the energy sector to contribute to the achievement of carbon neutrality. Successful testing of support at USD 40 has brightened the chart picture significantly. Next prominent resistances are expected for JinkoSolar only at around USD 60 again.

Together for climate protection

Nel ASA and SFC Energy also want to contribute to the decarbonization of the economy. Together, the companies want to use "already mature products and proven technologies of the respective parties as a basis for the integrated offering" in their partnership. Together they want to focus on developing industrial solutions to replace less efficient diesel generators with more efficient systems based on hydrogen fuel cells in combination with the production of green hydrogen through electrolysis. Nel ASA is also heading towards a bottom, which would be completed if the resistance at EUR 1.52 is broken and would generate a buy signal.


Climate protection plays an important role in the election campaign. In this context, the scarcity of the required raw materials such as rare earth metals is underestimated by politicians. Defense Metals maintains a promising project outside China. The correction of the Norwegian hydrogen specialist Nel ASA is about to be completed. JinkoSolar offers an interesting trading opportunity at current levels.


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:

23. September 2021 | 12:29 CET | by Fabian Lorenz

BYD, Nel, Defense Metals: In which direction is it going?

  • RareEarths

After the significant setback on Monday, the stock markets are looking for a direction. Individual stocks have held up well in recent days. Among these is Nel. The hydrogen specialist was even able to gain on Monday. That was not the case with BYD, but the shares of the Chinese car manufacturer are holding up surprisingly well given the crisis surrounding the Evergrande real estate group and the regulatory fury of the Chinese government. In addition, there are positive reports from the Company. Defense Metals also has positive news to report. Initial drilling results exceed expectations. All three shares are benefiting from the trend towards alternative drives.

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JinkoSolar, Defense Metals, Daimler - Sustainability only with rare earths

  • RareEarths

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Defense Metals, Nordex, Rheinmetall - These shares benefit from megatrends!

  • RareEarths

Rising corporate profits are an understandable driver for higher share prices. Therefore, positioning with stocks in sectors or with business models that benefit from long-term (mega) trends is a smart move. Renewable energies, electromobility, various areas of technology and rare earths are fields that will continue to grow significantly in the medium term. With the shares presented, you can profit from this.

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