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Lewis Black, CEO, Almonty Industries

Lewis Black
CEO | Almonty Industries
100 King Street West, M5X 1C7 Toronto (CAN)

info@almonty.com

+1 (647) 438-9766

Interview with mine operator Almonty Industries: "Tungsten makes e-cars better"


Nick Luksha, President, Prospect Ridge Resources

Nick Luksha
President | Prospect Ridge Resources
1288 West Cordova Street Suite 2807, V6C 3R3 Vancouver (CAN)

info@prospectridgeresources.com

Interview Prospect Ridge Resources: These fillets taste good to the market


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.


29. April 2021 | 08:40 CET

Xiaomi, Royal Helium, AMD - The battle for capacity

  • Helium
Photo credits: pixabay.com

The demand for semiconductors has grown dramatically in recent years due to energy walls. In addition to electric cars, the latest-generation wind turbines, solar, and smart grid solutions require significantly more chips. Added to this are crypto miners, which have a significant demand to mine digital currencies. However, the primary catalyst for the drastic shortage was Corona. Supply chains were ripped apart and the auto industry canceled orders, with drastic consequences.

time to read: 3 minutes by Stefan Feulner
ISIN: KYG9830T1067 , CA78029U2056 , US0079031078


Andrew Davidson, CEO, Royal Helium Limited
"[...] We expect the first three wells to be drilled, cased, completed and tested by the second week of March [...]" Andrew Davidson, CEO, Royal Helium Limited

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


AMD - Sales explode

Due to the interim elimination of the automotive industry as a customer, chip manufacturers swung to customers such as Apple or Sony last year. If one goes on the experts' statements, the chip shortage will continue into next year. Accordingly, the automotive industry is particularly affected. The consequence is short-time work and a noticeable production stop. Daimler has already had to put thousands of employees on short-time work at its Rastatt and Bremen plants. The situation is similar at VW and even at the Korean carmaker Hyundai.

One beneficiary of the current dilemma is Advanced Micro Devices, developer of computer chips, microprocessors, chipsets, graphics processors and system-on-a-chip solutions. The Company from Santa Clara in California was able to increase its sales by a whopping 93% compared to the previous year. Mainly due to the chips for game consoles, sales increased to more than USD 3.4 billion. Compared to the already strong fourth quarter of 2020, revenues grew by another 6%. Excluding special items, the net income result of USD 555 million was the best in many years. As a result of the increased revenues, operating income also grew significantly to now USD 662 million. Compared to the first quarter of 2020, all business units at AMD grew significantly.

AMD CEO Lisa Su cited robust market demand and the best product portfolio in history as reasons for the strong performance. The full-year forecast calls for a 50% increase in revenue to USD 14.6 billion, unprecedented in the US company's history. AMD's stock reacted positively to the better-than-expected numbers, posting a gain of more than 3.5%.

Xiaomi - Enormous target group

Further increased demand for chips is likely to be registered by smartphone manufacturer Xiaomi. The Chinese Company is planning a revolution in the billion-dollar gaming market and released a new gaming edition, the Redmi K series, at the beginning of the week. Equipped with the MediaTek Dimensity 1200 gaming platform, the Redmi K40 smartphone features a space-age liquid cooling system, a flat display with a 120Hz refresh rate and a 5,065mAh battery with 67W fast charging. The collaboration here was with Elliptic Labs, a global AI software Company and world leader in virtual intelligent sensors. The Xiaomi share is currently forming a bottom in the area of the support line at EUR 14. A sustainable breakout above the EUR 15 mark would generate a buy signal with an initial price target of EUR 17.50.

Royal Helium - High demand

Due to the enormous demand resulting from the mechanization of our society, raw materials are becoming increasingly scarce. Besides lithium, rare earth metals or copper, helium is also a strategically important raw material. Increasing demand for helium is needed in the healthcare sector, in particle accelerators and in the production of quantum computers. According to expert forecasts, demand in the rapidly growing space business is likely to explode in the next few years thanks to companies like SpaceX. NASA is already the largest customer in the global market.

In contrast, there is a very tight supply. Royal Helium is one of the few pure helium companies on the stock market. Being the second-largest helium landholder in North America, it has access to about 400,000 hectares of prospective helium land in southern Saskatchewan, Canada. The projects have the perfect infrastructure and are located close to highways, roads, towns and existing oil and gas infrastructure. With a completed CAD 6.16 million private placement, the Climax project was launched earlier this year with three wells. Now came the first results identifying several significant zones of up to 30 meters of elevated helium in all three holes.

Unlike the production of precious metals, with helium, it is possible to go into production immediately with a drilled hole. This circumstance allows Royal Helium to produce immediate cash flow. As a result, further drilling programs are expected to be paid for from production in the future. For 2021, the Company's stated goal is to scale and bring significantly more wells into production. The market capitalization for the long-term promising Company is just under EUR 26.0 million. The share price is EUR 0.38.


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.


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24. November 2021 | 11:28 CET | by Stefan Feulner

SMA Solar, Royal Helium, RWE - Beware of inflation

  • Helium

One can almost no longer hear this topic. In addition to the rising numbers of infections due to the fourth wave in the midst of the Corona pandemic and the escalating discussions about compulsory vaccination, the scarcity of raw materials and supplies is the central issue of our time. How long before the chip crisis in the automotive industry ends, can Apple produce enough smartphones so that we can put them under the Christmas tree for our loved ones, which, by the way, is also likely to be more expensive this year than last season. Scarcity will continue to accompany society in the coming years, be prepared for it.

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12. November 2021 | 11:57 CET | by Nico Popp

BASF, Royal Helium, Linde: This market is at the very beginning

  • Helium

Industrial gases are in demand - and expensive. Even gases such as Helium are not immune to price increases. Chemical giant BASF calls the noble gas valuable in a press release and, together with Linde, presented a process that can be used to extract Helium from natural gas production. In other regions, the extraction of Helium, which is used in medical devices and chip production, even succeeds independently of by-products - given the long-term dwindling production of fossil fuels, this is becoming increasingly important. We present three stocks.

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03. November 2021 | 12:34 CET | by Carsten Mainitz

Royal Helium, dynaCERT, Gazprom - What is next?

  • Helium

The oil and gas sector has long been a popular investment area. However, when it comes to gas, hydrogen company share certificates have been more in the spotlight in recent months. A more exciting and also little-noticed field is the noble gas helium. We take a broad look at the investment stories in the gas sector.

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