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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%"


15. March 2021 | 08:51 CET

TESLA, NIO, Kodiak Copper: E-mobility drives the copper price!

  • Copper
Photo credits: pixabay.com

The copper shortage continues as demand continues to rise steadily. The battery of an electric car uses about three to four times as much copper as a conventional combustion vehicle. It should also not be forgotten that the charging infrastructure's construction also requires considerable amounts of copper. And growth in renewable energies is also driving demand. Last year, the largest copper mine in the world was again the Escondida mine in Chile's Atacama Desert. With a production of 1.2 million tons, it alone accounts for about 5% of global output. However, Chile will not be able to meet the world's copper demand on its own.

time to read: 3 minutes by André Will-Laudien
ISIN: US88160R1014 , US62914V1061 , CA50012K1066


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

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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


Tesla Inc - The first wave of correction has taken place

The first correction wave has been completed. Tesla shares rose as high as USD 900 in January, and last Wednesday, they temporarily stood at USD 570. The correction of a considerable 37% in 4 weeks cost a market capitalization of USD 180 billion, which is more than the valuation of all German car manufacturers together. Bubbles can burst so quickly. We had warned about Tesla stock many times in this space - and no, the stock is still not a buy.

A little more rationality is at least returning to the e-mobility sector, even if this word is still far from fitting the current valuations. After all, some analyst firms are already blowing the whistle on the stock again. Mizuho's Vijay Rakesh set a USD 775 price target for Tesla, saying the Company remains a global leader in the e-mobility sector with its vertically integrated manufacturing, advanced battery and driver assistance system, everlasting innovations and remarkable market presence. Undeniably, Tesla is at the forefront of arguably the most significant automotive transformation in the last 100 years, but the industry is not sleeping (anymore).

In our opinion, the calculation is made here without the world market leader in technological vehicle manufacturing: Germany. For 100 years, the best automobile has come from Germany, and Tesla may still have 24 months to enjoy its leading role in the e-sector. By then, at the latest, "Made in Germany" will have recaptured the market, and European consumers will be firmly back on board. Where the Tesla share will stand then is not something we are philosophizing about today.

NIO - Valued completely irrationally despite correction

The first correction was also noticeable for NIO. It went from a high of USD 67 back to USD 36, then on Friday it was again up to USD 45. So the correction cost 46%. We should add that the stock was about USD 2.50 in March 2020 and then gained about 2680%. So it outperformed even the crazy Tesla stock.

NIO disclosed its fiscal 2020 fourth-quarter numbers in early March. For fiscal 2020, they reported a loss per share of CNY 4.74. Analysts had, on average, tipped a loss per share of CNY 3.82 here, compared to a loss of CNH 11.08 per share in the corresponding period before. NIO posted total sales of CNY 16.26 billion (equivalent to around USD 2.5 billion) in the past fiscal year, which was in line with expectations. Here, experts had expected CNY 16.22 billion, following revenue of CNY 7.82 billion generated in the previous year.

NIO's 2020 figures give it a price-to-sales ratio of 21, while Volkswagen (VW) has a ratio of 0.37 and still generates about EUR 10 billion in profit. As a side note, VW sells 100 times the number of cars with a rapidly increasing electric ratio. Decide for yourself!

Kodiak Copper - An emerging copper explorer

The most important commodity for the e-mobility and energy industries is the copper market. Remarkably, only 2 of the top 10 copper mines have started operations this century. The Buenavista mine in Mexico has been mining copper for 120 years. Fundamentally, copper grades at existing mines are dropping significantly, and in this market situation, copper companies are facing rising demand. Therefore, analysts at BMO Capital Markets forecast that the supply deficit will increase to around 3 million tons per year by 2025. That's about one-seventh of today's global market.

Canadian explorer Kodiak Copper owns a promising project in the Gate Zone, close to well-known mines such as Copper Mountain, Highland Valley and New Afton. The MPD copper-gold porphyry project is located in the prolific Quesnel Trough (BC). In addition, they are also exploring the Mohave copper-molybdenum-silver porphyry project in Arizona (USA), near the world-class Bagdad mine. Exploration work will continue in 2021.

Kodiak Copper shares began trading in early March on the OTCQB marketplace under the symbol KDKCF, in addition to the TSX. Claudia Tornquist, Kodiak's President and CEO, said, "Our new OTCQB listing will provide increased access to a large U.S. investor base. With greater liquidity and ease of transaction, it will allow U.S. based investors to participate directly in Kodiak's continued growth."

Kodiak's stock is currently priced at CAD 1.60. With very few prospective copper projects, Kodiak Copper is an attractive option for the current commodity shortage.


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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