Menu

Recent Interviews

Humphrey Hale, CEO, Managing Geologist, Carnavale Resources Ltd.

Humphrey Hale
CEO, Managing Geologist | Carnavale Resources Ltd.
Level 2, Suite 9 389 Oxford Street, WA 6016 Mount Hawthorn (AUS)

info@carnavaleresources.com

Interview Carnavale Resources: Good cards for long-term success


Bill Guy, Chairman, Theta Gold Mines Limited

Bill Guy
Chairman | Theta Gold Mines Limited
Level 35 (ServCorp), Intl Tower One 100 Barangaroo Ave, 2000 NSW Australia (AUS)

info@thetagoldmines.com

+61 2 8046 7584

Interview Theta Gold Mines: This team has already brought 20 mines into production


David Mason, Managing Director, CEO, NewPeak Metals Ltd.

David Mason
Managing Director, CEO | NewPeak Metals Ltd.
Level 27, 111 Eagle Street, QLD 4000 Brisbane (AU)

info@newpeak.com.au

+61 7 3303 0650

Interview New Peak Metals: Many chances for great success


26. October 2020 | 11:28 CET

Adva Optical Networking, Desert Gold, Va-Q-tec: Does it start now?

  • Investments
Photo credits: pixabay.com

"Good numbers, bad numbers." What does that even mean? Often it is the figures or news the Companies publish, only the deviation from expected values or developments. Ultimately, the decisive factor is whether or not a company passes the bar. But the devil is in the details. Here are three companies that have benefited from positive figures or news or where a good news flow is only a matter of time. Who offers the best opportunities?

time to read: 2 minutes by Carsten Mainitz
ISIN: CA25039N4084 , DE0005103006 , DE0006636681


 

Author

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

About the author


ADVA OPTICAL NETWORKING SE - are there any more positive surprises in store?

Adva Optical Networking is a leading provider of open network solutions for the delivery of cloud and mobile services. Last Wednesday the Company published its figures for the third quarter. With a minimal increase in sales to EUR 146.7 million, pro forma operating earnings rose by 49.5% year-on-year to EUR 7.4 million. Adva thus continued the strong profitability achieved in the second quarter. According to the Company's statement, both substantial cost reductions and new customer business led to the progress made.

Adva also updated its outlook for the year as a whole. The group now expects to post sales of between EUR 565 and 580 million in 2020. The margin based on pro forma operating profit is expected to be 5% to 6%. In Q3, an increase from 5.1% to 7.4%, was achieved. The old forecast for the full year, which was for sales of more than EUR 580 million and a margin target of more than 5%, was capped in April.

All in all, Adva delivered excellent figures. The increase in margins is impressive. Looking at the margin of 7.4% in Q3, the target of 5% to 6% for the year as a whole already seems modest. Adva should be able to leap over this benchmark and once again surprise investors positively.

DESERT GOLD VENTURES INC - good entry point after price correction

The gold explorer Desert Gold Ventures focuses entirely on the West African country of Mali. The Company is exploring two promising projects SMSZ and Djimbala in the south. Several big names such as Barrick, B2Gold, Endeavour, and Resolute have also committed themselves to the activity in Mali. Already in August, Desert Gold was able to carry out a capital increase of CAD 6.8 million. In late September, the TSX-V-listed Company released positive drill results.

After a brilliant performance this year, which peaked in the summer at CAD 0.32, the share price dropped significantly to CAD 0.16. The market capitalization is currently CAD 21 million.

Given the intact fundamental environment for gold and the excellent project quality, there is a perfect opportunity for investors to become involved after the significant price setback. Good news is only a matter of time.

VA-Q-TEC AG - Profiteer of temperature-sensitive corona vaccines

Va-Q-tec AG is a supplier of vacuum insulation panels and thermal energy storage components, as well as thermo boxes and containers for the transport of temperature-sensitive goods. The Würzburg-based Company's applications are essential for customers in the pharmaceutical sector, among others, because medicines should not be exposed to high-temperature fluctuations during transport to ensure the effectiveness of the ingredients.

The Systems division (sale of thermoboxes) grew dynamically by 77% year-on-year in the first half of the current fiscal year. It contributed 10.5 million to total sales of EUR 35.7 million Euro (previous year: EUR 31.3 million). The Company will publish the reporting data for the third quarter on November 12.

The following is the basis of the Goldylocks scenario for the share: If temperature-sensitive Corona vaccines were to become available soon, the Würzburg-based Company would undoubtedly benefit from this through its services. Currently, a good 2/3 of the customers are already from the pharmaceutical industry. This share would then increase significantly. With prices of around EUR 24.00, the share has already priced in quite a bit, but not everything.


Author

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

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:

23. June 2021 | 12:21 CET | by Armin Schulz

Commerzbank, wallstreet:online, Volkswagen - What is the German stock market doing?

  • Investments

Last Friday, there was the so-called witches' Sabbath, and the DAX fell by over 300 points, but by Monday, the buyers returned. All signs point to economic recovery, also in the USA. The FED has announced that it does not intend to raise interest rates before 2023, despite inflation significantly higher than Germany. The European Central Bank has not yet announced anything about raising interest rates. They are trying to keep the economy going, and Mr. Draghi had tried to fan inflation for a long time but failed at the time. The ECB would undoubtedly like to see inflation of 2-3% over a more extended period, and that makes investing in stocks or other tangible assets still attractive.

Read

22. June 2021 | 15:02 CET | by Nico Popp

JinkoSolar, Defense Metals, Gazprom: Values for the yield kick

  • Investments

The fight against climate change is an ideological issue in many places. That is why there are bitter opponents of the measures. But clean energy should be in everyone's interest - at least if it is profitable to produce. Many people rightly have reservations about pushing technology onto the market solely based on subsidies. History has shown that this creates the wrong incentives and even restricts the development of technology that could become established in the long term.

Read

22. June 2021 | 14:07 CET | by Stefan Feulner

Steinhoff, Barsele Minerals, Bayer - This is explosive for the stock markets

  • Investments

Will the central banks change their direction, or will "the policy of cheap money" remain in place with unlimited bond purchases and zero interest rates to benefit growth? Last week, the markets were already caught on the wrong foot after the FED forecast two interest rate hikes for 2023. Then, the President of the St. Louis Fed, James Bullard, added even more salt to investors' wounds. He sees an accelerated tightening of monetary policy as a normal reaction to economic growth and rampant inflation in the wake of the economy's return from the Corona shock.

Read