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Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
CEO | Clean Logistics SE
Trettaustr.32, 21107 Hamburg (DE)

info@cleanlogistics.de

+49-4171-6791300

Interview Clean Logistics: Hydrogen challenge to Daimler + Co.


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".


28. April 2021 | 07:36 CET

VW, Silkroad Nickel, E.ON - Mega electricity storage, the next big thing

  • Nickel
Photo credits: pixabay.com

We all want clean electricity. Currently, we face the problem that some of the sustainable electricity "disappears" unused. The reason is that we cannot store it and so, hours of Gigawatt electricity go to waste.
Extensive electricity storage facilities are needed, such as the 300 megawatts Tesla has built in California. What hardly anyone knows - Tesla is planning the same mega electricity storage sales in the long term as its car division. In Germany, STEAG also wants to build a mega electricity storage facility with 250 megawatts, expanding to 500 megawatts. We, therefore, look at three stocks from this sector: VW, Silkroad Nickel and E.ON.

time to read: 2 minutes by Armin Schulz
ISIN: DE0007664039 , SGXE31916740 , DE000ENAG999


Jerre Foo, Corporate Development Executive, Silkroad Nickel
"[...] China has become the manufacturing capital of the World, and because of its infrastructure, expertise and capabilities, Silkroad Nickel has strategically positioned itself to partner with Chinese companies in the Stainless Steel and EV industries [...]" Jerre Foo, Corporate Development Executive, Silkroad Nickel

Full interview

 

Author

Armin Schulz

Born in Mönchengladbach, he studied business administration in the Netherlands. In the course of his studies he came into contact with the stock exchange for the first time. He has more than 25 years of experience in stock market business.

About the author


VW - Bidirectional batteries

VW wants to create a unique selling point in the field of car batteries. The Company plans to use bidirectional batteries by 2022. These can use the electricity not only for driving but also for a storage device that can also deliver the electricity again, for example, to the household. The idea is that the one's car just sits around most of the time.

But the Company is currently facing bad news. Deutsche Umwelthilfe (German Environmental Aid) has won access to the files on the VW emissions scandal from the Ministry of Transport. In addition, the chip crisis remains and it is feared that it could get even worse. As a result, the entire production is coming to a standstill.

So after the highs in March and the fantasy around electromobility, clouds are now appearing. Since Monday, the share has been falling and is still caught in the sideways range between EUR 214 and EUR 252.

Silkroad Nickel - Focused on growth

Silkroad Nickel published its 2020 annual report on April 15, and like almost all companies, Corona took a significant hit. Sales collapsed from around USD 15.5 million in 2019 to USD 0.5 million, as work was simply not allowed in Indonesia.

Things have been looking up since the beginning of this year. In January, cooperation with Ganfeng Lithium was agreed. Together, they want to exploit the e-mobility market. In March, the Company announced an offtake agreement with Tsingshan, probably the largest stainless steel producer in the world, for USD 90 million over the next 2 years.

The money is to be used to finance an RKEF smelting plant. Although this will cost USD 400 million, it will be refinanced within 2 years and is another step towards becoming a complete nickel producer. In addition, other plants have been established to take advantage of demand from the stainless steel and electric car markets.

Nickel is essential for battery construction. Not for nothing has Elon Musk called for more nickel to be mined.
Management is on an excellent strategic path, and with the new agreements, the Company should be on an upward trend in the long term, which should also boost the share price.

E.ON - In the wake of electromobility

As an electricity provider, electromobility offers many opportunities. E.ON is also in the local battery storage space by storing solar power. According to a press release, the Company expects further significant growth in e-cars in Germany. One can assume an annual growth of 24% until the year 2030. As a result, electricity consumption in Germany will continue to rise.

The share has been able to break out of the long downward trend and is currently trading above the psychologically important EUR 10 mark. One possible explanation is the decline in 10-year government bonds. Due to the high level of debt, the share can undoubtedly be described as sensitive to interest rates.

Another possibility is the dividend. It will be paid in May, and at just under 5%, it is one of the best shares in the DAX. It was probably the dividend that attracted the Norwegian pension fund. It now holds E.ON shares worth almost USD 464 million. Goldman Sachs has issued a price target of EUR 12.


Author

Armin Schulz

Born in Mönchengladbach, he studied business administration in the Netherlands. In the course of his studies he came into contact with the stock exchange for the first time. He has more than 25 years of experience in stock market business.

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:

15. June 2021 | 14:17 CET | by André Will-Laudien

NIO, Volkswagen, Toyota, Silkroad Nickel - Now it really starts!

  • Nickel

Armin Laschet (CDU), the CDU/CSU candidate for chancellor, does not want to give the internal combustion engine an expiration date, even though he himself drives an electric car. He also warns against focusing solely on the electric vehicle regarding climate protection in the transport sector. "I do not believe that this will be the form of mobility for the next 30 years, even though I drive an electric car myself," the CDU federal chairman told Handelsblatt. "There are ecological implications, for example, in battery production and the extraction of raw materials. We will still see many technological leaps." So in terms of e-mobility, the last word has not yet been spoken. Nevertheless, the industry is gearing up for a politically motivated wave of purchases. For this, it needs raw materials.

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11. June 2021 | 11:46 CET | by Stefan Feulner

BYD, Silkroad Nickel, Baumot - WallStreetBets: Enough is enough!

  • Nickel

Yesterday windeln.de and Adler Modemärkte, today Baumot and Nanogate. Every day, a new sow is driven through the village by the gambler community. There are no fundamental reasons for these stocks. The trend, which was started by the Reddit subcommunity WallStreetBets, is now spilling across the pond into Germany. There are companies, especially with regard to the energy transition, that have real potential due to their growth and profit prospects.

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01. June 2021 | 08:30 CET | by Nico Popp

HeidelbergCement, Silkroad Nickel, BYD: Shares with an explosive mix

  • Nickel

You do not have to be an economist or a well-connected investment guru to evaluate opportunities on the stock market. It is often the apparent developments and trends that point the market in the right direction. For investors, it is then a matter of interpreting these facts. For example, building materials are scarcer than ever - prices for wood and other essential materials have risen rapidly. Industrial metals are also in high demand. New technology, investment in construction and infrastructure, and the end of the pandemic make for an explosive mix.

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