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%"


10. May 2021 | 11:10 CET

VW, BYD, Plug Power, Almonty - The e-mobility breakthroughs!

  • Tungsten
Photo credits: almonty.com

Driving electric vehicles is becoming more and more popular! The Volkswagen Group delivered 133,300 electrified vehicles in the first quarter - more than twice as many as in the previous year, as the Wolfsburg-based Company points out. 59,900 buyers (+78%) opted for a fully electric vehicle, while plug-in hybrid drive models still lead the way, reaching sales of 73,400 units (+178%). Tesla, the self-proclaimed e-mobility technology leader, only managed 499,550 vehicles in the whole of 2020 (+36%). What does this mean for the manufacturers' shares?

time to read: 3 minutes by André Will-Laudien
ISIN: VOLKSWAGEN , DE0007664039 , CNE100000296 , US72919P2020 , CA0203981034


Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG
"[...] China's dominance is one of the reasons why we are so heavily involved in the tungsten market. Here, around 85% of production is in Chinese hands. [...]" Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG

Full interview

 

Author

André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

About the author


VW - Another sales record, but the share price stutters

VW is leading the European electric vehicle business with its numbers. Now a whole range of new models is coming to market. The new VW ID.6 is a 4.87-meter electric SUV that will be launched in China before year-end 2021 and has a range of up to 588 kilometers. The VW ID.6, which made its debut at the 2021 Shanghai Auto Show in April and will go on sale before the end of 2021, behaves as a five-meter-class SUV. With this size and range, VW is reaching another customer group, long-distance drivers.

VW's stock plunged 15% in April as its Audi subsidiary was also only able to deliver a subdued outlook. Then there is the chip shortage, which is now causing delays of several weeks in deliveries. From a chart perspective, the share price should not fall below EUR 204.

BYD - The consolidation continues

We recently looked at the BYD share because the share has been trending downward for weeks since reaching its high of EUR 29.50 in January. On the one hand, there were the not so good figures for the first quarter, on the other hand, the continuing price weakness has now produced new and, above all, chart-technically important sell signals.

More than three months after the triumphant movement, the title finds itself noticeably below the 200-day line, and on Friday, the downward movement on the Hong Kong stock exchange even marked a new 6-month low of HKD 144.30. Much will depend on how the BYD share comes into the new week today; competitor Tesla managed a small plus on Friday. In recent days, the BYD share oriented itself to the falling lower Bollinger Band; with a view of the chart, there are no massive support zones for now. We recommend a buyback of the share only after a collective Stop-Loss sale in the zone EUR 12-15 and the subsequent closing price at the daily high.

Plug Power - Is a countermovement possible here?

The chart is also heavily hit at Plug Power; we had familiarized you with the situation at an early stage. Weak quarterly figures from Nel ASA and Ballard Power, among others, caused gloom within an entire industry from Tuesday last week. Prices took a nosedive at times.
One of Warren Buffett's most famous quotes is, "It is only when the tide goes out that you discover who has been swimming without a bathing suit." In other words: When the overall stock market stops rising, those who invested in unsustainable trends will suffer significant losses. Whether this is the case with Plug Power remains to be seen.

The Company keeps reporting impressive partnerships, the most recent of which was its line bus deal with British defense heavyweight BAE Systems. Green billions from Washington and Brussels should also underpin its future. Plug Power has now arrived at its December level, calculated from above, this is a loss of just under 70%. The long-awaited buying opportunity presents itself now - those who dare build up the first position.

Almonty Industries - The high-tech metal tungsten

If you think of the high-tech industry, you should give a few thoughts to Almonty Industries because the unique properties of tungsten are indispensable for certain purposes. Tungsten is a lustrous white heavy metal of high density and the chemical element with the highest melting and boiling points. Its best-known historical use is as the filament in lamps and tubes; today, its application is as an alloying metal with exceptional hardness and density.

It is so important in military applications that it is now considered a strategic metal in political terms. Alternatively, certain security products could only be made with uranium, which is much more abundant than tungsten but much more difficult to mine and the accompanying safety standards.

Tungsten is produced primarily in China, Peru, the United States, Korea, Bolivia, Kazakhstan, Russia, Austria and Portugal. The sites are highly selective, with China dominating the market with about 80% of world production. Almonty has tungsten mining sites in Spain, Portugal and South Korea. All three mines combined account for a good single-digit percentage of world production; the mine in Korea secured KfW financing in 2020 and is likely to go into production in 2022. The Company has filed for a listing in Australia, and in Canada, AII shares are trading at a stable CAD 1.11. In the current commodity rally, a significantly higher valuation is likely to take place here as well.


Author

André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

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:

21. September 2021 | 12:22 CET | by Stefan Feulner

LPKF Laser, Almonty Industries, Wacker Chemie - Brilliant growth

  • Tungsten

During the last TV debate before the federal elections, the topic of climate protection was hotly debated. In her closing statement, the Green Party candidate said that "as Chancellor, she stands for real change, not doing things by halves when it comes to climate protection." Decarbonization must come about as quickly as possible. However, looking at the current stagnation in the expansion of the infrastructure for renewable energies on the one hand and the shortage of raw materials needed for this on the other, one should at least seriously question the ambitious goal.

Read

13. September 2021 | 12:55 CET | by Carsten Mainitz

Almonty Industries, Infineon, VW - This is just the teaser - What is next?

  • Tungsten

From A for antimony to V for vanadium, the European Union's list of critical raw materials now includes 30 materials, including lithium, cobalt, rare earths and tungsten. These raw materials are characterized by low availability and high economic importance. Many key European industries rely on these raw materials, such as the automotive, steel, aerospace, IT, healthcare, or renewable energy sectors. Demand is increasingly being driven by new products and technologies such as electromobility, digitalization and the energy transition. The supply cannot keep up with this. Bottlenecks are emerging, which, among other things, are leading to higher prices for the critical raw materials and posing major challenges for demand-side industries. How can investors position themselves successfully?

Read

09. September 2021 | 10:42 CET | by Fabian Lorenz

SMA Solar, Standard Lithium, Almonty Industries: Between profit warning and supercycle!

  • Tungsten

It is not only semiconductors that are in short supply, but also numerous industrial raw materials. The situation is only getting worse. In the case of lithium, demand is expected to increase fivefold in a few years. Tungsten is also in demand, and China is an unreliable quasi-monopolist. As a result, raw materials are in short supply, and prices are rising. More and more companies are suffering as a result, like Germany's SMA Solar. The inverter manufacturer had to cut its forecast and analysts promptly reduced their price targets. On the other hand, some companies are benefiting from the situation. Highflyer Standard Lithium is one of them. Due to positive industry and company news, the share is accelerating again. Almonty Industries is also facing exciting months.

Read