Menu

Recent Interviews

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.


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".


29. April 2021 | 09:03 CET

ThyssenKrupp, Defense Metals, Rheinmetall - Equipment for the portfolio

  • RareEarths
Photo credits: pixabay.com

Every day, in our private and professional lives, we ask for products and services. And we expect "it" to work. When things do not go as planned for an extended period of time - and this does not necessarily mean a global pandemic that paralyzes supply chains - we feel the effects. In the following, we take a look at two areas that are essential for us: Energy and critical raw materials. We also have three pearls of return for your portfolio.

time to read: 4 minutes by Carsten Mainitz
ISIN: DE0007500001 , CA2446331035 , DE0007030009


 

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


THYSSENKRUPP AG - New hydrogen order

For almost two years now, the Group has been undergoing an increasingly concrete restructuring process aimed at creating a high-performance "Group of Companies" with a lean management model and a structured portfolio. With the sale of the elevator business for EUR 17.2 billion last year, the ailing steel and industrial Group had sold its silverware and had another chance to turn the tide with the inflow of funds.

The attempt to sell the ailing steel business to the British Liberty Group failed. Now the Group wants to get the steel business back on track and make it independent. To this end, 3,750 jobs will be cut. As part of the Group's restructuring, many business areas were put under the microscope, including hydrogen - but more on that in a moment. One business area with a long tradition in the Group is "Marine Systems." ThyssenKrupp is one of the leading global systems suppliers for submarines and naval vessels. The Group is also active in the civilian maritime sector.

However, the share price has been driven by other plans of the company's management in recent months. CEO Martina Merz wants to make the construction of plants for the production of hydrogen a new core business. At the beginning of the year, ThyssenKrupp had already won a contract to build a major electrolyzer in Canada. A few days ago, a new significant order was received, now from the USA. The industrial Group will build a 20 MW water electrolysis plant for US fertilizer manufacturer CGF Industries in Louisiana. The hydrogen will then be converted into green ammonia.

Ammonia serves as highly efficient storage for renewable energy. Production is scheduled to start in 2023. The share has performed brilliantly in recent months. Given the strategic changes and the new focus, a revaluation of the share can increasingly be seen in the increased price targets of the analysts. The share is currently trading at around EUR 11. The analysts at Deutsche Bank have formulated a target price of EUR 17. What to do? Buy.

DEFENSE METALS CORP - Rare earths play with a lot of potential

Rare earths are relevant for many industries, including the defense industry. China's dominant market position in these critical commodities generally leads to a desire for production to occur outside the People's Republic, making supply chains more secure. The emerging gap between supply and demand will lead to rising prices in the medium term. Defense Metals intends to clearly differentiate its future production by implementing ESG criteria in the production of rare earths.

The Canadian Company is still in an early corporate stage. The exploration company focuses on the further development of the Wicheeda Rare Earth Project with a size of approximately 1,700 hectares in the state of British Columbia. To date, the following indications of rare earth metals have been made on the project: indicated mineral resources of 4.89 million tonnes averaging 3.02% light rare earth elements ("LREO") and suspected mineral resources of 12.1 million tonnes averaging 2.90% LREO. A preliminary feasibility study is expected to be released in a few months. In addition, a drill program to further upgrade and increase the size of the deposit is planned for the summer.

A few days ago, Defense Metals announced it had successfully completed a 26-tonne flotation pilot plant campaign. From this, 1,200 kilograms of high-grade REE mineral concentrate was recovered. Once commenced and subject to the Company securing sufficient funding, completion of the various staged pilot campaigns is expected to take approximately 6 months. With a market capitalization of only CAD 29 million, the stock will sooner or later be kissed awake by project progress or rising rare earth metals.

RHEINMETALL AG - Group restructuring makes analysts optimistic

The Group can look back on a long tradition. Rheinmetall was founded in 1889 as "Rheinische Metallwaaren- und Maschinenfabrik Aktiengesellschaft" and is today an integrated technology group with two divisions. In the Automotive sector, the Company occupies a leading position worldwide as an automotive supplier of modules and systems for engines, with well-known brands such as Kolbenschmidt and Pierburg. However, its second mainstay, its activities as a leading European systems house for defense and security technology, often dominates its image.

But nothing is forever. At the beginning of April, the Group announced strategic changes. According to this, the existing structure with the two divisions Armaments and Automotive, will be abandoned. 5 divisions will take their place under the direct leadership of the Group's Executive Board. The technological exchange between the divisions is to create added value. In the process, the Armaments and Security division will gain significantly in weight. The Group intends to divest its pistons business in the auto supply sector and reports several interested parties. The automotive business resulted in high write-downs in the past fiscal year.

Given the potential of electromobility, this step is only logical. In addition, the Group sees a great future in fuel cells. Sales in the core business are expected to rise to around EUR 8.5 billion by 2025. For the current fiscal year, revenue of just under EUR 5.9 billion is forecast, with an operating margin of between 8% and 9%. The strategic focus, the outlook and the recently presented Q1 data make analysts very optimistic about the stock. We also see further upside potential for the MDAX stock.


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:

18. October 2021 | 13:05 CET | by Carsten Mainitz

Defense Metals, Nordex, Varta - These are the reasons for the rising prices!

  • RareEarths

Rare earths are indispensable for the production of laptops, cell phones, electric motors and wind turbines. However, their extraction is complicated, which is why the supply is also relatively low. The EU has classified many of these metals as critical with regard to their availability given their great importance for many industries, also because of China's dominance as the largest supplier. Efforts to build rare earth mines outside China are proceeding at full speed.

Read

12. October 2021 | 11:55 CET | by Stefan Feulner

NIO, Defense Metals, Plug Power - It is getting critical

  • RareEarths

Today we are faced with ever-tighter climate targets on the one hand and the availability of critical minerals for a safe and fast energy transition on the other. The disparity between scarce supply and steadily increasing demand is widening. There has been a threat of extreme scarcity and a crashing failure of the widely announced climate change for many years. The few producers of strategic materials are likely to have a bright future.

Read

28. September 2021 | 12:56 CET | by André Will-Laudien

Standard Lithium, Defense Metals, Orocobre, Millennial Lithium: Separating the wheat from the chaff!

  • RareEarths

Lithium has become one of the most important metals in electromobility. Where all this lithium will come from is critical, as the logic behind electromobility is to generate more sustainable technologies. For more climate protection, mining companies must also fit into a sustainable concept. Lithium extraction should therefore follow high environmental standards and take place in an appropriate economic and social context. But beware: the overall market has recently stopped following every battle cry. Separating the wheat from the chaff is becoming a portfolio challenge!

Read