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%"


18. May 2021 | 08:58 CET

Volkswagen, Silver Viper, QuantumScape - Perfect timing

  • Silver
Photo credits: pixabay.com

Concerns about escalating price increases pushed the precious metals away from their lows in recent weeks. Currently, both gold and silver are about to test their medium-term downtrends. A breakout could mean an attack on the highs reached in August 2020. Due to the historically high national debts and the ultra-loose monetary policy of the central banks, this would be fundamentally justified in any case. Gold and silver mining stocks have not yet benefited much from the recovery of the underlying assets. Now is a good time to get your foot in the door.

time to read: 3 minutes by Stefan Feulner
ISIN: DE0007664039 , CA8283341029 , US74767V1098


Steve Cope, President, CEO and Director, Silver Viper
"[...] In our experience, the local communities are supportive and friendly. [...]" Steve Cope, President, CEO and Director, Silver Viper

Full interview

 

Author

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


Silver in demand as never before

Gold is historically known as a crisis currency and protection against capital loss and excessive inflation. The same is true for the precious metal silver. But this is gaining new importance due to the increasing demand in the energy transition. Around 50% of silver is currently used as an industrial metal. The white metal is indispensable for solar panels, wind turbine sensors and in the electromobility sector.

According to US studies, demand is expected to increase by almost 90% from the current 2,300 tons to 4,300 tons by 2035. The automotive industry alone currently has an annual demand of 40 million ounces, about 5% of total silver mined. As a result of the switch in the next few years from internal combustion engines to vehicles with electric batteries, demand could even exceed supply, leading to a significant increase in the price of the metal.

Mines favorably valued

As a result of the easing of the Corona pandemic and the successes in vaccine development, there were significant corrections on the precious metals markets from the summer of last year onwards, following highs reached, which lasted until the middle of this year. Both gold and silver lost around 20% of their value at the low point. In the market correction, mining stocks were also dragged down, although the fundamental data is currently stronger than it has been for years. Thus, both the largest gold producers such as Barrick Gold or Newmont, and silver miners, such as Hecla Mining or Pan American Silver offer exciting entry opportunities.

From the second row, the share of Silver Viper catches the eye. The Canadians are mining for both gold and silver in Sonora in Mexico. Mexico has been the largest silver producer for years, with a stable production of 6,100 tons. It is followed at a distance by Peru (4,300 tons) and the People's Republic of China (3,600 tons).

Expansion of a flagship project

Silver Viper is part of the Belcarra Group and took over the La Virginia project from Pan American Silver Corp. In addition, the Canadians have an option to acquire all shares in the Rubi-Esperanza claim group, which lies within these concessions. The previous owners had drilled 188 wells totaling 52,000 meters. After the 2020 work phase on La Virginia, Silver Viper had drilled 100 holes totaling 27,021 meters across the project.

Currently, the focus is on El Rubi, which is located approximately 5 km north of the historic center. Initial results from 6 drill holes in the El Rubi zone have been groundbreaking. The first hole intersected three main zones of mineralization, culminating in the deepest and most expansive highest grade intersection encountered at El Rubi.

Last week, the Company announced an initial gold-silver mineral resource estimate at the La Virginia Project. The estimate includes indicated resources of 154,300 ounces of gold and 6,929,000 ounces of silver and suspected resources of 260,300 ounces of gold and 12,941,300 ounces of silver. Management's long-term goal is to sell the project to a larger producer. However, it cannot be ruled out that a major will secure a piece of the pie already in the exploration phase. At the moment, 60% of the shareholders are management and institutional investors. The share price is at CAD 0.45, just under 50% below last year's high. More than an interesting project in the long term.

Revolution in e-batteries

In March, German auto giant Volkswagen invested another USD 100 million in QuantumScape, a US startup researching a revolutionary solid-state battery for the e-car industry. In total, the Wolfsburg-based Company's investment now amounts to USD 300 million. Now the Group, together with the battery partner, is considering building another battery factory in Salzgitter. The focus here is on producing so-called solid-state batteries and developing the currently standard lithium-ion batteries for electric cars.

Initially, the pilot line will be operated with an annual production capacity of 1 Gigawatt hour to test the technology. After that, the two cooperation partners want to increase the capacity by another 20 Gigawatt hours. The final decision has not yet been made. Whether Salzgitter is considered also depends on the production quotas of the site.


Author

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



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:

22. September 2021 | 13:33 CET | by Stefan Feulner

Steinhoff, Silver Viper, BYD - Buy when the guns are thundering!

  • Silver

Right now, it is not an easy time for silver fans. After Reddit traders joined forces at the beginning of the year and shot the precious metal not "to the moon", but at least to a high of USD 30.06 per ounce, a sharp correction started, which has led to around USD 22 as of today. Technically, there is still room to go down. Still, from a fundamental perspective, silver is a clear long-term buy because the white metal can support in crisis and is also crucial for producing renewable energy.

Read

17. September 2021 | 11:59 CET | by Armin Schulz

First Majestic Silver, Silver Viper, Millennial Lithium - Rally Ahead?

  • Silver

A rally in silver was already predicted at the end of last year. The reason was the corona-related 5.9% drop in production. It is the most significant decline in over 10 years, and thus there was a shortfall in supply. In addition, there is strong physical demand, which you can see well on Reddit if you search for "Silverbugs". There, people proudly present their hoarded silver stocks. Since the panic selling at the beginning of August, the price has already risen by 11%. High inflation could give the silver price a further boost. For lithium, on the other hand, the rally is already in full swing. The lithium carbonate price has more than doubled since the beginning of the year. We analyze three companies from these sectors today.

Read

08. September 2021 | 10:42 CET | by Nico Popp

JinkoSolar, Silver Viper, Plug Power: Shares for the energy transition

  • Silver

Clean energy does not work without technology. The energy transition can only succeed if photovoltaic systems or even wind turbines are state-of-the-art. It is therefore essential that there are companies that lead the way technologically. This can be achieved with new products, daring plans, or in a classic way: by promoting suitable raw materials.

Read