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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%"


10. March 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 by Nico Popp
ISIN: DE000A0TGJ55 , US47759T1007 , CA64128F1099


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

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: 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.


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.


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.

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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.

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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?

Read