Close menu




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:


    Ryan McDermott, CEO, Phoenix Copper
    "[...] If we pursue our goals conscientiously, the market will adjust its valuation accordingly, I am sure. Often, all it takes is a trigger. [...]" Ryan McDermott, CEO, Phoenix Copper

    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.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on news.financial. These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.

    The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered here. Please also note our Terms of use.


    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



    Related comments:

    Commented by Carsten Mainitz on May 4th, 2022 | 13:57 CEST

    Phoenix Copper, Glencore, Rheinmetall - High demand is intact

    • Copper
    • commodities

    In its latest report, the World Bureau of Metal Statistics (WBMS) provided an interesting insight into the general conditions of the metal markets at the beginning of the year. According to this report, there is still a global demand surplus for copper - just as there is for lead and nickel. In the first two months alone, the deficit already amounted to 83,000t of copper, up from 476,000t in 2021. In contrast, mine production rose by just 2.8% in January and February. However, coal and defense products are also currently in demand globally.

    Read

    Commented by Stefan Feulner on May 4th, 2022 | 10:22 CEST

    BYD, Nevada Copper, XPeng - New opportunities for copper shares

    • Copper
    • Electromobility

    After a brilliant year on the stock market in 2021 and reaching new 10-year highs, the copper price reached new highs again at the beginning of March, after the start of the Ukraine conflict. Since then, the base price has been correcting at a high level. However, due to the plan of politicians to practice an even faster switch to renewable energies, the demand for the elementary red metal is increasing significantly. Experts forecast a new supercycle for the next few years. Producers of the scarce commodity are the primary beneficiaries of this trend.

    Read

    Commented by Nico Popp on April 28th, 2022 | 11:59 CEST

    Never invest like Elon Musk! Twitter, Phoenix Copper, BYD

    • Copper
    • Electromobility

    Data is the raw material of the 21st century. Looking at the war in Ukraine and the pandemic, one could also speak of information as an important raw material. After all, data has to be interpreted. In a world that is becoming increasingly complex, some data can be used to draw different and sometimes contradictory conclusions. That makes it all the more important for data to become information and for competent experts to interpret data. Elon Musk's acquisition of Twitter is expected to encourage this. But what does this mean for investors?

    Read