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Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG

Dr. Thomas Gutschlag
CEO | Deutsche Rohstoff AG
Q7, 24, 68161 Mannheim (D)

info@rohstoff.de

+49 621 490 817 0

Interview Deutsche Rohstoff AG: "We can imagine additional investments in the field of electromobility."


Steve Cope, President, CEO and Director, Silver Viper

Steve Cope
President, CEO and Director | Silver Viper
1055 W Hastings St Suite 1130, V6E 2E9 Vancouver (CAN)

info@silverviperminerals.com

+1-604-687-8566

Interview with Silver Viper: Future price drivers and takeover fantasy


Karim Nanji, CEO, Marble Financial

Karim Nanji
CEO | Marble Financial
1200-1166 Alberni Street, V6E 3Z3 Vancouver (CAN)

info@marblefinancial.ca

+1-604-336-0185

Interview with Marble Financial: Fintech innovator plans expansion into the US


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


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:

12. April 2021 | 07:50 CET | by Nico Popp

NIO, Varta, Nevada Copper: Where the best opportunities lurk in the value chain

  • Copper

The theory around value creation is simple: the more a raw material is refined or processed, the greater the margin a company can ultimately achieve. While a kilo of Kobe beef fillet costs around EUR 400, a savvy chef will conjure up ten dishes from it and take in four-figure sums. There are many reasons to invest at the end of the value chain, but the risk also increases. If the chef cannot cook, he will not make sustainable sales even with the best ingredients. The situation is similar in the value chain around electromobility.

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07. April 2021 | 09:30 CET | by Carsten Mainitz

BYD, Kodiak Copper, Varta - Buying rate?

  • Copper

Electromobility, energy and digitalization are continuing as a trend. Even if some prices have run hot in the meantime, the current price consolidation offers tempting entry opportunities. With the three shares presented, investors can bet on different facets of the trend. Which stock offers the most significant potential?

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06. April 2021 | 10:22 CET | by André Will-Laudien

Sierra Growth, BYD, Ballard Power - Copper versus hydrogen!

  • Copper

Emission-free mobility - who will make the race? In the last 3 weeks, there have been strong movements in battery metals. Nickel almost doubled to USD 19,500 within 12 months, followed by a correction to USD 16,000 in April. Copper fared better. Here the price fell back from USD 9,500 to USD 8,750. However, the gain over the year for both metals is still just under 100%. In the first quarter of 2021, there was a jolt in the development towards e-mobility because VW blew the big attack against Tesla. After all, VW sells 10 times more cars than its Californian competitor, and now the battle for electric customers is really getting underway...

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