14. April 2020 | 10:47 CET
Airbus, Royal Dutch Shell, Triumph Gold - Identifying and taking advantage of opportunities
Globalisation is a competition with different interests. Access to knowledge and raw materials as well as a certain vertical range of manufacturing play an important role. Over many decades, the USA and Europe have occupied various leading positions in the field of role allocation. With the outbreak of the current Corona Crisis, the cards are being reshuffled. The dependence on China has grown to such an extent that the rest of the world is simply dependent on supplies from Asia. Supply chains to Asia are becoming a threat to the global balance. The need for action is obvious.
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ISIN: NL0000235190 , GB00B03MLX29 , CA8968121043
Strengthen Europe's aircraft manufacturers
The European aircraft manufacturer Airbus Group cannot escape the effects of the global Corona Pandemic. Similar to its competitor Boeing, the share has been trading at a low level for several weeks. In February 2020, Airbus shares still cost more than EUR 137.00. Subsequently, the share price slipped to below EUR 50.00. Currently, the share is trading above EUR 60.00 again, bringing the company's valuation to over EUR 47 billion. During the same period, Boeing's share price collapsed from over USD 347.00 to below USD 96.00. At yesterday's closing price of around USD 147.00, the company is again valued at USD 83 billion.
Oil and ESG
The oil producer Royal Dutch Shell also recorded sharp price declines since the beginning of the year. The value of the shares has fallen from over EUR 27.00 to below EUR 11.00. At the current level of EUR 17.50, the company is valued at around EUR 135 billion. The stock of the Canadian oil producer Saturn Oil & Gas closed yesterday at CAD 0.11. The share price peaked at CAD 0.165 at the beginning of the year. The company is currently valued at around CAD 26 million and recently announced that around half of its output has been sold at a price of over CAD 65.00 per barrel by February 2021. The production of oil from countries where human rights and the environment are protected is becoming increasingly important in a better world.
Gold for diversification
Triumph Gold is a Canadian gold company focused on the exploration of its own areas in the Yukon. In the past, Triumph Gold has made numerous discoveries and Newmont Mining is one of the major shareholders of the listed company. Due to the recent development of the gold price to more than USD 1,700 per troy ounce, it can be expected that Triumph Gold will sooner or later become the focus of investors and potential buyers. At yesterday's closing price of CAD 0.17, the market capitalization is around CAD 18 million. Gold is one of the oldest and most secure currencies for investors in uncertain times.