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March 10th, 2021 | 09:56 CET

Varta, JinkoSolar, Nevada Copper: This is where speculators find what they are looking for

  • Copper
Photo credits: pixabay.com

New technology has turned many things upside down on the stock market in recent years. First, Alphabet, Apple and Facebook conquered the world, and then Tesla, BYD and NIO followed suit. In the wake of these disruptive companies, numerous suppliers are profiting. Investors who think outside the box in time and recognize these profiteers can reap rich profits. We present three companies that operate around new technologies and are in the focus of investors.

time to read: 3 minutes | Author: Nico Popp
ISIN: DE000A0TGJ55 , US47759T1007 , CA64128F1099

Table of contents:


    Nick Mather, CEO, SolGold PLC
    "[...] We knew the world was rapidly electrifying and urbanising and needing significant amounts of copper to do so. [...]" Nick Mather, CEO, SolGold PLC

    Full interview

     

    Varta: Battery value full of advance praise

    Varta is undoubtedly a brand that most investors should be familiar with. Decades ago, the Company's batteries were used in remote controls, portable radios and other small appliances. Even then, Varta stood for quality and durability. Today, Varta scores because its batteries often go an extra round while the competition is already running out of juice. And this is especially true for batteries for headphones or hearing aids. But the Varta share also has a good portion of electric car fantasy. But is this justified?

    Varta has already landed government subsidies for electric mobility and has always developed further in the past. The Company is increasingly striving towards larger battery cells that can also be used in electric cars. Special batteries, such as those installed in robots or medical equipment, are also associated with Varta. As a result, the market around the share distributed advance praise in recent months. But in the meantime, disillusionment has set in: At the beginning of March, the share was only worth a little more than EUR 100 - as recently as mid-February, it was worth more than EUR 160. But the value is already slowly recovering. However, it remains to be seen to what extent the share will continue the price rally. Varta has run out of steam.

    JinkoSolar: Dark clouds on the horizon

    JinkoSolar is also in the doldrums. The share has lost around 37% of its value in the last three months. The Chinese Company with the US stock exchange listing produces solar cells, solar modules and complete systems around photovoltaics. Subsidiaries of JinkoSolar also operate solar parks. For some weeks now, the share has only been going down. This downward trend is due less to the Company itself than to the industry. Although JinkoSolar is one of the world's leading companies and can also successfully wage price wars, investors are better off watching the sell-off from the sidelines.

    Nevada Copper: This share is a hot potato

    In contrast, Nevada Copper's stock is sending signs of strength. The Company is on the verge of bringing its copper mine in the US state of Nevada fully into production. Copper is already being mined there as part of pilot work. Things could get going before the end of the first half of the year. Nevada Copper is well-known - and notorious - on the mining scene. Over the years, the Company has diluted its equity structure to around 1.8 billion shares. It looks like the Company's never-ending story is coming to a happy end. Lenders such as KfW have once again injected capital and the signs are now all pointing to production.

    With the copper price currently rushing from one high to the next, Nevada Copper's stock could be an exciting alternative. While the Company has many outstanding shares and a high debt ratio, these conditions have also pushed the price down to the current level. Since 2020, the stock has come back to life and has recently consolidated after a price rally. Speculative investors can make a virtue out of necessity with Nevada Copper and position themselves in time. Now that the Company has taken a step towards full production, further steps could be in the pipeline to present itself to the outside world as a serious producer in the future. These could include share consolidation and other measures.

    Furthermore, Nevada Copper offers the fantasy of an open-pit project close to the underground mine currently under construction. This open-pit mine has already been approved and could allow Nevada Copper to turn the very big wheel. While such a decision would require new investments, the market environment appears favorable given the copper and electric car boom. Nevada Copper is a company with rough edges, but that's what makes the stock interesting for speculative investors.


    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.

    Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.

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    Der Autor

    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



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