Close menu




July 9th, 2021 | 14:51 CEST

Volkswagen, Carnavale Resources, Daimler - Prepared for the future

  • Commodities
Photo credits: pixabay.com

In addition to the global economic recovery, a long-term structural change towards a climate-neutral future is driving raw material prices. Copper is considered a key element for electromobility and renewable energies. It is used in the production of batteries, electric cars, solar modules and wind turbines. Other essential materials such as nickel, cobalt and lithium are primarily produced in China. Demand threatens extreme shortages and skyrocketing prices. Profit from this cycle.

time to read: 3 minutes | Author: Stefan Feulner
ISIN: VOLKSWAGEN AG VZO O.N. | DE0007664039 , CARNAVALE RESOURCES LTD | AU000000CAV5 , DAIMLER AG NA O.N. | DE0007100000

Table of contents:


    Balanced portfolio

    The exploration Company Carnavale Resources strikes a chord with its investment strategy. The diversified portfolio of the Australians includes four promising early-stage exploration projects. In addition to two gold projects, the focus is on two deposits where previous drilling has proven high levels of industrial metals such as copper, nickel and platinum.

    Both nickel and copper are essential for the transition from combustion engines to electric cars. Nickel plays a crucial role in the carmakers' battle to extend the range of the e-car. The more nickel the battery has, the more efficient the vehicle. The global primary nickel supply is dominated by Indonesia, which supplies 27% of the world market. However, the main customer for nickel produced in Indonesia is China. Chinese corporations already have stakes in Indonesian mining companies or hold long-term offtake contracts, leaving the Western world to look for other alternatives. The increasing demand for nickel from the auto industry, experts predict 23% by 2030, once again demonstrates the industry's need.

    With the Barracuda project with nickel, copper and platinum group metals and the Grey Dam nickel project, Carnavale Resources has identified two promising deposits that could satisfy the demand for raw materials for the energy transition, at least in part.

    Protected from inflation

    Soaring inflation is the dominant theme in the markets right now. Will the Fed react, or will it continue to push the ultra-loose monetary policy in favor of economic growth. Gold and silver have always been considered inflation and capital protection. Here, too, Carnavale Resources can shine with two promising projects located near Kalgoorlie in Western Australia.

    The most advanced of these is the Kookynie gold project, where the third gold drill program has already been completed. The results here were simply impressive. Extremely high-grade intercepts of two meters each with 16.25 g/t and 3.34 g/t were detected. In addition, the exploration company expects to receive new results from the already-completed aircore drilling in the coming weeks.

    Currently, Carnavale Resources has approximately EUR 2.5 million in cash, sufficient to meet its 2021 drill targets. The Company also intends to continue evaluating interesting exploration and development projects that add value to the portfolio. Overall, Carnavale Resources has an excellent mix to participate in the various trends. However, the development of individual deposits is still in the early stages. Therefore, investment is suitable for speculative investors. When ordering, one should not forget to limit.

    Optimistic outlook

    Though problems with the procurement of semiconductors have still not been resolved, Daimler headquarters is exuding optimism ahead of the release of its second-quarter figures. It was announced in advance that Daimler was able to increase deliveries of Mercedes-Benz passenger cars by almost 25% to 1.16 million units compared to the same period last year, which was heavily affected by the Corona pandemic.

    Analysts estimate group revenue at just under EUR 39.9 billion, according to Bloomberg. In addition, after a loss of EUR 708 million before special items, operating profit for the current period is expected to reach EUR 3.8 billion. For the full year, the experts surveyed expect an increase in sales of 12% to EUR 173 billion and an operating profit of EUR 17.3 billion. That would be equivalent to doubling the previous year's result.

    Expensive offense

    Harsh penalties for the auto giants Volkswagen and BMW. Because of illegal agreements on AdBlue tanks for better exhaust gas cleaning, BMW is to pay almost EUR 373 million, Volkswagen about EUR 502 million. The EU Commission announced this in Brussels on Thursday. Daimler, on the other hand, will get off scot-free because of the leniency program.

    For the Volkswagen share, it is a matter of defending the EUR 200 mark. Should this break, a slide below the EUR 180 mark would be possible.


    The carmakers are accelerating the change in their production from combustion engines to battery-powered electric cars. The primary beneficiaries of this strategy are producers of the scarce metals. Carnavale Resources has several promising deposits in Australia and long-term potential. Volkswagen and Daimler are currently in correction mode, and one should now wait and see.


    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

    Stefan Feulner

    The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
    He is passionate about analyzing a wide variety of business models and investigating new trends.

    About the author



    Related comments:

    Commented by Armin Schulz on November 6th, 2024 | 07:25 CET

    K+S, Almonty Industries, Barrick Gold – Commodities: The secret ingredient for your investment success

    • Mining
    • Tungsten
    • Gold
    • Commodities
    • fertilizer

    In times of economic uncertainty, investing in commodities is becoming increasingly attractive for investors. Not only do commodities offer protection against inflation, but they are also essential building blocks for technological innovation and industrial growth. This market offers natural diversification for any portfolio, from precious metals to energy sources and agricultural products. Historically, commodities have shown that they provide stable returns and long-term value appreciation potential, especially in times of crisis. For investors with foresight, the commodities sector could be a worthwhile addition to their investment strategies.

    Read

    Commented by Mario Hose on October 29th, 2024 | 07:00 CET

    Barrick Gold, Desert Gold Ventures, Newmont: The Opportunity for Gold in a Commodity-Scarce World

    • Mining
    • Gold
    • Commodities
    • Investments

    Imagine being part of a gold company before it catches the attention of the market's major players – an opportunity that investors like Ross Beaty have already recognized. At a time when the world's largest gold producers, such as Barrick Gold and Newmont, are struggling with stagnating production volumes and rising costs, companies like Desert Gold Ventures (WKN: A14X09 | ISIN: CA25039N4084 | Ticker Symbol: QXR2) are gaining immense importance. Strategically located next to industry giants such as Allied Gold, B2Gold, and Barrick Gold, with a license for gold production planned as early as 2025, Desert Gold Ventures could be the next takeover candidate. This article explains why now is the right time to invest and what the current market situation means for investors.

    Read

    Commented by Stefan Feulner on October 21st, 2024 | 07:00 CEST

    First Majestic Silver, Desert Gold Ventures, Skeena Resources – The time has come

    • Mining
    • Silver
    • Gold
    • Commodities

    Once again, the price of gold has reached a new all-time high, establishing itself above the USD 2,700 per ounce mark. Silver also reached a new twelve-year high after breaking through the horizontal resistance at USD 32. After a long period in which mining stocks failed to gain momentum, they are now celebrating a comeback with a strong upward trend. Should the gold trend continue, as experts expect, surpassing USD 3,000 per ounce, the time may now be ripe for smaller exploration companies.

    Read