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Humphrey Hale, CEO, Managing Geologist, Carnavale Resources Ltd.

Humphrey Hale
CEO, Managing Geologist | Carnavale Resources Ltd.
Level 2, Suite 9 389 Oxford Street, WA 6016 Mount Hawthorn (AUS)

info@carnavaleresources.com

Interview Carnavale Resources: Good cards for long-term success


Bill Guy, Chairman, Theta Gold Mines Limited

Bill Guy
Chairman | Theta Gold Mines Limited
Level 35 (ServCorp), Intl Tower One 100 Barangaroo Ave, 2000 NSW Australia (AUS)

info@thetagoldmines.com

+61 2 8046 7584

Interview Theta Gold Mines: This team has already brought 20 mines into production


David Mason, Managing Director, CEO, NewPeak Metals Ltd.

David Mason
Managing Director, CEO | NewPeak Metals Ltd.
Level 27, 111 Eagle Street, QLD 4000 Brisbane (AU)

info@newpeak.com.au

+61 7 3303 0650

Interview New Peak Metals: Many chances for great success


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


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:

18. June 2021 | 12:33 CET | by Armin Schulz

Kodiak Copper, Deutsche Telekom, Varta - What is going on in commodities?

  • Copper

The hype around wood lasted until May 25, after which the rally ended and the price consolidated by a whopping 40%. Gold was trading above USD 1,900 last week. In parallel to this article's writing, the price is below USD 1,800. A minus of about 5.5% within five days, and the industrial metal for electrification and copper, dropped by 8%. Currently, all factors speak for a further increase in commodity prices. Real interest rates are still negative, and inflation should also remain high. The Fed could not help calm the markets, although interest rate hikes were not announced until 2023. However, the Fed intends to continue its bond purchases. Consolidation can always occur after strong increases, and so we will see long-term rising commodity prices, especially for precious metals and copper.

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09. June 2021 | 10:55 CET | by André Will-Laudien

NIO, JinkoSolar, Siemens Energy, Nevada Copper - This is the copper sensation!

  • Copper

The copper shortage continues as demand is continuously increasing. The current slightly weakening copper price should not hide the general state of the market. Resources are scarce, procurement markets are depleted, and demand remains at a high level. Current trends in the economy are further exacerbating this situation. Modern electric vehicles use about three to four times as much copper as a conventional internal combustion vehicle. It should not be forgotten that the construction of the charging infrastructure also requires significant amounts of copper. New mines are not currently in sight, but there is news from Nevada.

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09. June 2021 | 10:41 CET | by André Will-Laudien

BYD, Nordex, Kodiak Copper: The green revolution!

  • Copper

They have not yet been seen in the state elections of Saxony-Anhalt! However, the political green wave in Germany is starting to warm up for the federal election. Consumers expect greater awareness of the Paris Climate Agreement with corresponding measures in our country, especially in Europe. Already today, this is getting investors to focus correctly on the issues of the future. In plain language, this means continued tax incentives of the highest magnitude for so-called "environmentally friendly technologies" that include solar plants and wind power, including, above all, battery-powered mobility and hybrid vehicles. We shed light on some of the favorite stocks.

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