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Heye Daun, President and CEO, Osino Resources Corp.

Heye Daun
President and CEO | Osino Resources Corp.
Suite 810 – 789 West Pender Street, V6C 1H2 Vancouver (CAN)

jbecker@osinoresources.com

Interview Osino Resources: "The market has not yet realized how fast we are advancing Twin Hills."


Bradley Rourke, President, CEO and Director, Scottie Resources Corp.

Bradley Rourke
President, CEO and Director | Scottie Resources Corp.
905 - 1111 West Hastings Street, V6E 2J3 Vancouver (CAN)

info@scottieresources.com

+1 250-877-9902

Interview Scottie Resources: Exciting Story in the Golden Triangle


Jerre Foo, Corporate Development Executive, Silkroad Nickel

Jerre Foo
Corporate Development Executive | Silkroad Nickel
50 Armenian Street #03-04, 179938 Singapore (SGP)

enquiries@silkroadnickel.com

+65 6327 8971

Silkroad Nickel: 'The course is set for dynamic profit growth.'


05. May 2021 | 09:10 CET

Varta, BYD, SunMirror: Short-term prospects in check

  • Commodities
Photo credits: pixabay.com

Shares related to electromobility and hydrogen have been the yield drivers in recent months. But why are stocks like Varta and BYD weakening now? After the enormous price increases, speculators are pulling back. But this is not necessarily a bad signal. Stocks showing relative strength in the current phase could be at the forefront of the subsequent rise. We outline three exciting investment stories.

time to read: 3 minutes by Nico Popp


Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG
"[...] China's dominance is one of the reasons why we are so heavily involved in the tungsten market. Here, around 85% of production is in Chinese hands. [...]" Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG

Full interview

 

Author

Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

About the author


Varta: Will this be a German success story?

German battery manufacturer Varta has been considered a secret electromobility winner for several months. The reason: the Company is well-positioned in all aspects of rechargeable batteries and only needs to make the switch to e-car batteries. But the "only" thing is causing heated discussions. The extent to which it is enough to transfer known know-how to a new area and whether Varta can manage to hold its own against the Chinese competition remains an open question.

2020 was a record year for Varta. Figures for the first quarter of 2021 are to follow on May 12. Varta itself wants to remain on the growth path. But to what extent the market is satisfied with this growth remains uncertain. However, a good sign for investors is that the share has already lost some value in recent months. That reduces the potential drop. However, from a chart perspective, the prices should remain in triple digits; otherwise, there could be further selling pressure on Varta.

BYD: Under pressure in the short term, opportunities in the long term

The BYD share is also under selling pressure - it has fallen by around 40% in the last three months. There is still a gain of almost 200% on a one-year horizon, but the stock recently broke a chart support zone. If the share does not recover immediately, there is also short-term downward potential to EUR 15. Nevertheless, BYD appears well-positioned. By its own account, China's largest car manufacturer is a leader in battery technology. BYD wants to increase the supply of batteries to other manufacturers in the future and thus further fuel the price war. BYD considers itself well-positioned, as it has always covered large parts of the value chain around e-cars.

Another advantage for the Chinese is their access to raw materials: Lithium, cobalt, rare earths and copper are urgently needed for electromobility. China has been pursuing an active raw materials policy for decades and is positioning itself aggressively in many countries. In addition to numerous investments in South America and Africa, the mammoth New Silk Road project proves China's strong geostrategic position.

SunMirror: Broad portfolio around e-metals and gold

An alternative to commodities from China or its sphere of influence is what the Swiss Company SunMirror wants to be. SunMirror operates three commodity projects in Australia and focuses on gold in addition to lithium, tin, nickel and iron ore. Only recently, the analysts of Sphene Capital attested the share further potential up to a level of EUR 174.30. Currently, one share is valued at EUR 144. While many stocks around electromobility weakened in recent months, the share of the Swiss increased by 18%.

Analysts at Sphene Capital believe it is possible that the promising Cape Lambert South, which contains iron ore, will be sold to an investor. As a result, this could allow SunMirror to focus more on metals around electromobility or put possible funds into new plans. The Swiss Company's stock has been rising slowly and steadily for months. Investors should consistently monitor the development of SunMirror as their projects are attractive and exude imagination. SunMirror is currently valued at around EUR 290 million and is thus no longer a small company.

Raw materials as a prerequisite for the e-car boom

Investments in electromobility have a promising future - but they are also speculative. Especially in the area of battery production, a price war could ruin many ambitious plans. The Chinese Company BYD is in a better position, even though the share seems expensive on the one hand and market-relatedly battered on the other. Commodity companies such as SunMirror are less exciting than BYD, but they are a prerequisite for the e-car boom. Companies on a growth course can therefore be promising.


Author

Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

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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  • Commodities

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  • Commodities

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Aixtron, SunMirror, Everfuel - Emergency braking for electric mobility!

  • Commodities

The chip shortage triggered by the blow-up of supply chains due to the Corona lockdowns is hitting the automotive industry with full force at the moment. Daimler has already had to put thousands of employees on short-time work at its plants in Rastatt and Bremen. The situation is similar at VW and even at the Korean carmaker Hyundai. The procurement of the necessary raw materials, caused by the increased demand due to the energy transition, will also be a considerable challenge in the future, not only for the electric car industry.

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