Menu

Recent Interviews

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%"


20. January 2021 | 09:23 CET

Varta, Nevada Copper, Millennial Lithium - Electrified: you can still get in at a fair price!

  • Copper
Photo credits: pixabay.com

The growth in the areas of electromobility, renewable energies and the multi-faceted technology industry is leading to a substantial increase in demand for raw materials. If expert forecasts are to be believed, demand will significantly exceed supply in the coming years, which can only lead to the conclusion that prices will continue to rise. Copper and lithium are good examples of this. Linked to the topic of energy are also the challenges regarding new storage media. We present three promising companies for which demand and growth play into the cards.

time to read: 2 minutes by Carsten Mainitz
ISIN: CA64128F1099 , DE000A0TGJ55 , CA60040W1059


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

 

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


VARTA AG - Subdued mood

VARTA AG produces and markets a wide range of batteries. The product range includes microbatteries, household batteries, energy storage systems, and customized solutions for diverse applications. Thanks to intensive research and development work, the MDAX-listed group is a technology and innovation leader in many areas.

Its strong market position in microbatteries, which are used in wireless headphones, among other things, has provided the Company with bubbling profits. Earlier this month at the Consumer Electronics Show - one of the world's largest consumer electronics trade shows - Varta unveiled virtually the new A4 generation of lithium-ion button cells. These microbatteries allow for the production of increasingly compact and smaller devices.

In recent days, reports that Samsung and LG will enter the market of microbatteries weighed down. The market is undoubtedly large enough for multiple players, yet this will create margin pressure for Varta. In the analysts' favor, the stock is currently only a 'hold' with an average price target of EUR 116, roughly corresponding to the current price level.

NEVADA COPPER CORP - great investor interest

Nevada Copper is an emerging copper producer and owner of the Pumpkin Hollow Copper Project in the US state of Nevada. The project has significant reserves and resources of copper, gold and silver. An underground mine is in production, and an open-pit project is under development and would noticeably increase output.

On January 11, the Company announced a capital increase of CAD 21.5 million but increased this offering to CAD 33 million just one day later due to a sharp rise in investor demand. 200 million new shares will be issued at a price of CAD 0.165 linked to a warrant with an exercise price of CAD 0.22 and a term of 18 months. The capital increase will significantly improve the equity base. The funds raised are intended to strengthen working capital and contribute to the further development of the project.

The Company is currently valued at CAD 260 million. The share is now the focus of many investors. Ts is evident not only by the strong demand from the capital round but also by the fact that the share was among the most active 20 securities on the TSX-Venture in terms of trading volume within the last 10 days. Analysts believe the stock still has a price potential of around 70%.

MILLENNIAL LITHIUM CORP - Pilot plant to produce lithium this year

Millennial recently made further progress towards lithium production. The Company is advancing two projects covering over 20,000 hectares located in what is known as the "Lithium Triangle." The area straddles one of the world's most prolific lithium deposits between Chile, Bolivia and Argentina.

Both of Millennial's projects are located in Argentina. Efforts are focused on advancing the Pastos Grandes Project. In December, the Company reported that it was going through a permitting process to start up the pilot production plant. The Company aims to produce battery-grade lithium carbonate "early" in 2021. The results and findings from this test phase will then be used to finalize the commercial plant's process design.

It is therefore not surprising that the share price has jumped recently. The Company is currently valued at just under CAD 380 million. According to a profitability calculation, the Pastos Grandes project alone is worth around USD 1 billion. The project's progress will be reflected positively in the share price.


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:

23. September 2021 | 12:51 CET | by Carsten Mainitz

Kodiak Copper, Nordex, E.ON - It is not too late!

  • Copper

Certain framework conditions must be in place to successfully implement the energy transition and the roll-out of electromobility. First, sufficient electricity must be produced from renewable energies. Secondly, an efficient energy infrastructure must be established and thirdly, large quantities of relevant raw materials such as copper are required. The three companies below cover the central fields and should therefore be among the winners. Who is making the running?

Read

22. September 2021 | 11:19 CET | by Armin Schulz

GSP Resource, Varta, Rio Tinto - The post-fossil age has begun

  • Copper

The phase-out of fossil fuels is already underway. If we want to do something for the climate, this step is unavoidable. The phase-out is to be offset either by nuclear power or renewable energies. In Germany, we are saying goodbye to both nuclear power and fossil fuels. At the same time, the introduction of renewable energies means that more metals are now needed. Whether silver, rare earths, nickel, cobalt or copper - these metals are necessary for technological progress. Copper, in particular, is essential for electrification, and demand is rising steadily. That is due to the growing sales of electric cars, for which more copper is needed than for combustion engines. Today we look at three companies that have a lot to do with copper.

Read

14. September 2021 | 11:27 CET | by Carsten Mainitz

GSP Resource - Exciting Micro Cap

  • Copper

Historically and over more extended periods, precious metals such as gold and silver have provided good inflation protection and have thus established themselves as crisis currencies over several economic cycles. Those looking for other promising commodity categories should consider copper. The reddish shimmering industrial metal is experiencing high demand in the course of electromobility. If you also believe in the high return opportunities of small public companies, Canadian GSP Resource combines the facets of precious metals, copper and micro-cap. We keep you up to date with the latest developments, hot off the press.

Read