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Lewis Black, CEO, Almonty Industries

Lewis Black
CEO | Almonty Industries
100 King Street West, M5X 1C7 Toronto (CAN)

info@almonty.com

+1 (647) 438-9766

Interview with mine operator Almonty Industries: "Tungsten makes e-cars better"


Nick Luksha, President, Prospect Ridge Resources

Nick Luksha
President | Prospect Ridge Resources
1288 West Cordova Street Suite 2807, V6C 3R3 Vancouver (CAN)

info@prospectridgeresources.com

Interview Prospect Ridge Resources: These fillets taste good to the market


Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
CEO | Clean Logistics SE
Trettaustr.32, 21107 Hamburg (DE)

info@cleanlogistics.de

+49-4171-6791300

Interview Clean Logistics: Hydrogen challenge to Daimler + Co.


26. November 2021 | 11:28 CET

The copper sensation continues! Nordex, Nevada Copper, JinkoSolar, Daimler

  • Copper
Photo credits: pixabay.com

When it comes to calculating the copper market in the next few years, expert opinions differ. According to a study by Wood Mackenzie, primary copper demand will increase by 30% to approximately 25 million tons by 2030. The main argument for further rising prices remains the global copper shortage because demand continuously exceeds supply, and recycling rates cannot cover industrial stockpiling either. The German copper smelter Aurubis is trading at an all-time high and wants to build a multi-metal plant in the USA. Such news is confirmation of an awakening among investors to allow new mining and processing operations to emerge. There are few new mines in sight at the moment, but there is news from Nevada.

time to read: 4 minutes by André Will-Laudien
ISIN: NORDEX SE O.N. | DE000A0D6554 , NEVADA COPPER CORP. | CA64128F7039 , JINKOSOLAR ADR/4 DL-00002 | US47759T1007 , DAIMLER AG NA O.N. | DE0007100000


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


Nevada Copper - Mine expansion can go ahead as planned

One company that is on the cusp of delivering new copper capacity to the parched market is Nevada Copper. The Company has just completed a major reverse stock split and further optimized its debt. It has also been able to acquire additional funding and financing commitments from KfW and core investor Pala Investments. Shareholders have rewarded this progress with an additional capital increase of CAD 114 million. The placement was made at CAD 0.77 and included half a warrant with a subscription price of CAD 1.00.

In total, this should have raised the financing requirements for the Pumpkin Hollow underground mine. Based on a plan from the year 2020, the aim is to bring production to 77 million pounds of copper concentrate in the first step. Great hopes are also pinned on developing the open pit mine in the immediate vicinity, which is estimated to have a production volume of up to 200 million pounds. Exploration work is now entering the next round.

There has been no new production facility in North America in the last 10 years, so the Nevada Copper project is attracting international attention precisely because of its promising potential for expansion. Nevada has a new boss in ex-Barrick manager Randy Buffington and an experienced team for the upcoming technical processes - it will likely deliver first results in 2022. The market is waiting for progress on copper.

NCU stock remains very liquid after the rollback, with more than 1 million shares changing hands daily in Canada. The outlook has clearly brightened after the financing. Nevada Copper could surprise operationally next year.

Nordex SE - This could be the breakout

It was quiet around the Nordex share for a long time. There was a significant capital increase in mid-2021 to replace old investors as creditors. The share price then fell back to a level of EUR 13. During this capital round, the Company managed to land further large orders. The only remaining problems are the shortage of materials and the rising purchase prices for preliminary products, which permanently put pressure on the EBIT margin.

In recent weeks, however, the picture seems to be brightening. Several mega-orders are arriving as governments look to deliver on their climate protection pledges made in Glasgow. As a result, the number of Green Energy projects is increasing worldwide. The wind turbine manufacturer has just received a major order from Peru: 30 N155/5.X turbines for a 177 MW wind farm in the Ica region. Due to its geographical location, Peru has a high wind energy potential. Mainly in the coastal areas between the Andes and the Pacific Ocean, average annual wind speeds of 7.5 m/s and more prevail at heights of 80 m.

The project is the first order for N155/5.X turbines of the Delta4000 series with a rotor diameter of 155 meters and a flexible rated power in the 5 MW class. The order also includes a full-service contract with a term of ten years. Construction of the wind farm will start in the fall of 2022. This tailwind is enough for a nice technical move of the share above the EUR 16 mark. Buy in again in several steps because if the EUR 17 mark falls, it goes straight north.

JinkoSolar - Rebreak of the USD 50 provides technical signal

Demand in the global distributed power generation market will continue to grow solidly at a compound annual growth rate of 10% between 2021 and 2025. A prominent representative from the renewable energy generation sector is China's JinkoSolar.

The shares of the solar panel expert took a severe hit in May and halved in value over the year down to EUR 25. Then came the climate conference in Glasgow. The quorum of governments was sufficient to bring about a turnaround with a good order situation. The last quarterly report delivered figures above analysts' expectations, so the USD 50 mark was regained - a 100% increase in 6 months - what an outstanding performance.

Technically, a cautionary approach is now called for because the breakout must be significant. Only then can the lower reversal formation in the form of a cup-and-handle pattern come to fruition. If the movement starts successfully, price targets near the old highs at around USD 65 are also conceivable again. What is important now: Set a tight stop loss at USD 48.5, then the nice profits remain secured.

Daimler AG - Trucks will be launched on December 10

At the beginning of December a historic event is happening at Daimler AG. Following resolutions passed at this year's Annual Shareholders' Meeting, the business units of Daimler Truck Holding AG will be separated from the Group on December 10, 2021, and booked to the shareholders as a share distribution. At the same time, the old Daimler AG will be renamed Mercedes-Benz AG. As shareholders of today's Daimler AG, they will therefore hold both shares in their securities accounts in the future.

Given the size of the spin-off and the resulting increase in value due to the dissolution of the conglomerate markdown, an investment in the old Daimler AG should still be worthwhile today. Because with only a two-week holding period, one will then be on board for the restructuring. From the middle of next year, both shares should be represented in the DAX simply because of their size. Premium vehicles and the world market leader in trucks in the largest index segment - now that is a nice German story. Not entirely, because since the failed merger of Daimler and Chrysler, most Daimler shares are held abroad. The largest shareholders are from China, the USA and Kuwait. Buy before the split!


Special situations on the stock market often lead to irrational valuations in the short term. However, they also harbor opportunities on the upper or lower side of the price spectrum. The charting technique shows an interesting short-term scenario for Nordex and JinkoSolar. Daimler and Nevada Copper, on the other hand, have convincing long-term prospects.


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

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.


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24. November 2021 | 10:13 CET | by Stefan Feulner

Nordex, Kodiak Copper, Xiaomi - Long-term trend

  • Copper

The current copper chart could have been copied from the textbook "Technical Analysis of Financial Markets" written by John J. Murphy. After a ten-year high at USD 10,720.15, the red metal corrected to the support zone at around USD 8,800. After several months of sideways movement, it is now heading north again. Once the USD 9,700 mark has been overcome, a new attempt to reach the five-digit range should only be a matter of time. Copper is in demand as never before and will remain so in the coming years.

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16. November 2021 | 11:56 CET | by Nico Popp

Varta, Nevada Copper, BYD: Fast 100% with this future trend?

  • Copper

What does the future look like in German inner cities? If we take a survey of Hamburg residents as a blueprint, a lot will likely change in our cities very soon. Hamburgers would prefer to see their city centers car-free and promote electromobility even more strongly. So far, it is primarily city dwellers who are leaning toward the future. But as soon as e-cars paired with autonomous driving bring the surrounding areas closer to the centers, rural residents are also likely to renounce their diesel quickly. Don't believe it? Then let us convince you and find out how you can invest in tomorrow's trends today.

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05. November 2021 | 12:01 CET | by Stefan Feulner

Positive news at BYD, Nevada Copper and BMW

  • Copper

It is a first, delicate signal from the Fed concerning the tightening of the ultra-loose monetary policy. Starting in November, the purchases of securities to stimulate the economy are to be tightened somewhat. However, the Fed is still far from thinking about raising key interest rates. The monetary watchdogs are still insisting that inflation is only temporary. Given the high energy prices and holey supply chains, this problem will likely last far longer than previously assumed.

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