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Nick Mather, CEO, SolGold PLC

Nick Mather
CEO | SolGold PLC
1 King Street, EC2V 8AU London (GB)

emichael@solgold.com.au

+44 20 3823 2125

SolGold CEO Nick Mather on building a major gold and copper mining company


Jared Scharf, CEO, Desert Gold Ventures Inc.

Jared Scharf
CEO | Desert Gold Ventures Inc.
4770 72nd St,, V4K 3N3 Delta (CAN)

jared.scharf@desertgold.ca

Desert Gold Ventures CEO Jared Scharf on West Africa and its potential


Stephan Dorfmeister, Finance Department, Deep Nature Project GmbH

Stephan Dorfmeister
Finance Department | Deep Nature Project GmbH
Untere Hauptstraße 168, 7122 Gols (AT)

office@deep-nature.at

+43 681 10139055

Like Aurora Cannabis and Canopy Growth, Deep Nature Project GmbH focuses on value chain


28. May 2020 | 17:28 CET

Agnico Eagle, Osino Resources, Scottie Resources - Preparing for the end of the euro

  • Gold

The Corona Pandemic has changed a lot and brought things to light that were previously unimaginable. In connection with the curfews, most people only spent money on the most necessary purchases. As a result of this restriction, large parts of the economy came to a standstill. To bridge the problems, governments and central banks stepped in to alleviate the effects and consequences for citizens. The package of measures to stimulate the economy around the world is now estimated to be four times greater than was needed during the financial crisis in 2008 - a process with consequences. Following the financial crisis, the price of gold rose from less than USD 800.00 to over USD 1,900.00 per troy ounce. A preview of what is now to follow.

time to read: 2 minutes by Mario Hose


Nick Mather, CEO, SolGold PLC
"[...] We knew the world was rapidly electrifying and urbanising and needing significant amounts of copper to do so. [...]" Nick Mather, CEO, SolGold PLC

Full interview

 

Gold company stocks

The ownership of physical gold in the form of bars and coins gives a feeling of security. It's something you can touch and store at home. But who really wants to store their assets without interest or dividends, but with a security risk in their own private home? An alternative would be shares in companies from the gold industry. The shares of these companies are usually managed like all other shares as special assets through a bank or broker. If one of these managers or institutions should experience difficulties, the shares can simply be transferred.

Producers with dividends

Stocks of gold companies that pay dividends from current production and have gold reserves are again popular with investors. Confidence in paper currencies is declining simultaneously with the increasing volume. Purchasing power is falling and inflation is rising. The European Union with its economic disparities is facing a test of strength. Whether the euro of today will continue to exist in this constellation can now be seriously doubted. When it will tear the euro apart is an open question. It is not desirable, but when it comes, people and their wealth should be prepared for it.

Diversification around the globe

Ideally, a portfolio should include several shares of gold companies. Diversification should therefore not end with a company from the precious metals industry, because different areas of value creation and regions around the globe have different risk/reward ratios. Well-known gold producers include Agnico Eagle Mines, B2Gold, Barrick Gold, Kinross and Yamana. These companies are already worth several billion USD and the share price usually correlates with the gold price, as the profit margin depends on the sales proceeds.

Exploration has upside potential

Besides gold production, there is also the area of development and exploration. The exploration sector has a high risk/reward ratio. This is where a possible success story begins or ends. Companies that are positioned in this area and have already made discoveries include Desert Gold Ventures, Osino Resources, Scottie Resources and Triumph Gold. Investors in these companies are looking for a takeover by a producer. This usually requires larger quantities of mineable gold deposits.

Selection of Explorers

Desert Gold Ventures has projects in Mali, in the West of Africa. With a share price of CAD 0.15 the company is valued at CAD 16 million. Osino Resources is developing into a takeover candidate with its discoveries in Namibia. With a share price of 0.98 CAD, the market value is 84 million CAD.

Scottie Resources focuses on its areas in the Golden Triangle of British Columbia - in the western part of Canada. Scottie Resources' market value is currently CAD 22 million at a price of CAD 0.215 per share. Further north in the Canadian Yukon, Triumph Gold is exploring the company's own projects in order to further expand the discoveries made to date. The market value of Triumph Gold is currently CAD 26 million at a share price of CAD 0.24.

What matters

Crucial to the success of exploration companies is the quality of management and their ability to raise the necessary capital. In addition, the projects are crucial for success. It can be advantageous if the exploration companies are located with their projects close to companies that are already producing. These producers may have to replace depleted reserves with new acquisitions, in which case a takeover of a promising explorer in the region may be an option.


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:

24. September 2020 | 09:15 CET

Barrick Gold, Blackrock Gold, Osino Resources: buy when weak?

  • Gold

The price of gold and silver has come under pressure in the past few days and so too has the price of the shares of the companies involved in the creation of value for precious metals. The fear of another lockdown in connection with the Corona pandemic seems to be worrying the markets. Against this backdrop the central banks and governments continue to support the economy with measures. The correction in precious metals may now be an opportunity to enter, because when the presses are running at full speed, the oldest currency in the world is usually a safe haven.

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18. September 2020 | 09:00 CET

BHP Group, Newcrest Mining, SolGold: Getting bogged down or putting all your eggs in one basket

  • Gold

When it comes to investing in commodity companies, the BHP Group is a household name. The British company is active worldwide, mining coal, iron ore, copper and other commodities and has long been considered a solid dividend earner. But recently the company has disappointed: Special effects put pressure on profits, unrest in Chile made life difficult for BHP and the Corona pandemic also left its mark: the bottom line at the end of the financial year at the end of June was a profit of no less than EUR 6.75 billion. While the mood among investors was not particularly good, BHP cut its dividend by around ten percent, thus spoiling shareholders’ sentiment even further. On a year-on-year basis, the share price fell by around 1.4%. In view of the good performance of copper following the outbreak of the pandemic, this is too little for many investors.

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15. September 2020 | 11:00 CET

B2Gold, Barrick Gold, Desert Gold: Did Warren Buffett bet on the right horse?

  • Gold

The price of gold has stabilized above the USD 1,900.00 per troy ounce mark in recent weeks. Against the background that the Corona Pandemic is not slowing down and that a second wave is becoming measurable in many places, the actions taken by governments and central banks are continuing cheerfully, thus ensuring further demand for the world's oldest currency. Those who want to protect their assets are probably best off buying shares in a gold company like Warren Buffett, and for those who can't decide, there is also a solution.

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