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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%"


26. February 2021 | 08:33 CET

Varta, Nevada Copper, Xiaomi - Electromobility & Innovation: Power duo for rising share prices!

  • Copper
Photo credits: pixabay.com

The electromobility sector is said to have bright prospects. Closely linked to this is the question of intelligent and efficient forms of energy storage. Innovations are often the deciding factor in leaving competitors behind and generating higher margins and profits. One should not forget the "ingredients" for success, these being raw materials such as copper. We present three power stocks for your portfolio.

time to read: 3 minutes by Carsten Mainitz
ISIN: DE000A0TGJ55 , CA64128F1099 , KYG9830T1067


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 - Value and Price

In the last weeks, the share has reached a new all-time high of EUR 181,20 EUR. Still, in the middle of February, the share certificates were quoted with over EUR 160. However, after the preliminary figures' announcement for the past fiscal year on February 18, the share fell sharply. Overall, analysts became more skeptical. There are no longer any experts who recommend buying the shares. So: hold or sell?

At first glance, the figures and the reaction of the share price and analysts do not match. The battery producer has had the best financial year in its 135-year history. The strong market position in microbatteries, which are used in wireless headphones, among other things, provided the Company with high growth. Sales rose by 140% to EUR 870 million, also as a result of an acquisition. Without this acquisition, the increase would still have been an impressive 47%. Adjusted operating profit (EBITDA) increased by 145% to EUR 239 million. Both sales and profits exceeded analysts' forecasts as well as targets formulated by the Company itself.

So, where does the skepticism come from? Firstly, one simply has to look at the powerful performance with a share price increase of up to 50% since the beginning of the year. Subsequently, this led to price regions that have to be classified as excessive. Now, however, the share is trading again at approximately the starting level of around EUR 116.

The impetus for analysts was lower than expected corporate targets for the current fiscal year. The technology and innovation leader wants to achieve sales of EUR 940 million - analysts had expected more than EUR 1 billion in the majority of cases - and increase the adjusted EBITDA margin by up to 30%. In the best-case scenario, this meant Varta would then generate an operating profit of EUR 282 million in 2021. This prospective growth of 18% is probably too little for market participants. But it would not be the first time that Varta has raised its forecasts. The share price should also rise again.

NEVADA COPPER CORP - slight delays in ramping up production

Late last week, Nevada Copper released new information on production at its Pumpkin Hollow project's underground mine. Nevada Copper is an emerging copper producer in the US state of Nevada. The Pumpkin Hollow Copper Project has significant reserves and resources of copper, gold and silver. In addition to the underground mine, an open-pit project is under development.

Despite higher production rates, a series of unplanned shutdowns, including mechanical problems, have prevented the project from reaching its original target of approximately 3,000 tons per day for the current production. The average production rate so far in February has been around 1,600 tons per day. The retrofit work to correct the problems encountered will be completed within the next few weeks. In Q3, the Company expects to process a significantly higher 5,000 tons of ore per day.

The stock has long been among the most active 20 securities by trading volume on Canada's home exchange, the TSX-Venture. The Company is currently worth CAD 255 million. Analysts see an upside potential of a good 50% from the current share price level.

XIAOMI CORPORATION - Cool, right?

Xiaomi Corporation was founded in 2010 and listed on the Hong Kong Stock Exchange in 2018. The internet Company focuses on smartphones and smart hardware connected by an IoT (Internet of Things) platform. The Company's vision combines high quality and affordable prices. At the same time, Xiaomi has another high aspiration and wants to build a trusting, even friendly relationship with its customers and be considered the "coolest company." An exceptional approach, but one that also explains the success and rapid market penetration of its products.

Xiaomi is the fourth-largest smartphone brand in the world. Even more notable, the Group has built the world's largest consumer IoT platform. More than 213 million smart devices (excluding smartphones and laptops) are connected to the platform. Globally, the Group's products are available in more than 90 countries.

The Company is currently valued at the equivalent of EUR 71 billion and has a 2021 P/E ratio of 35. In addition to smartphones and IoT, the Company is active in other fields such as lifestyle products and e-mobility. Investors should take a closer look at Xiaomi.


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:

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.

Read

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.

Read

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