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Jim Payne, CEO, dynaCERT Inc.

Jim Payne
CEO | dynaCERT Inc.
101-501 Alliance Avenue, M6N 2J1 Toronto, Ontario (CAN)

jpayne@dynacert.com

+1 416 766 9691

dynaCERT CEO Jim Payne on attractive hydrogen opportunities


Sebastian-Justus Schmidt, CEO and Founder, Enapter AG

Sebastian-Justus Schmidt
CEO and Founder | Enapter AG
Ziegelhäuser Landstraße 1, 69120 Heidelberg (D)

info@enapterag.de

Enapter AG CEO and founder Sebastian-Justus Schmidt on the future of hydrogen


John Jeffrey, CEO, Saturn Oil & Gas Inc.

John Jeffrey
CEO | Saturn Oil & Gas Inc.
Suite 1000 - 207 9 Ave SW, T2P 1K3 Calgary, AB (CAN)

jjeffrey@saturnoil.com

+1-587-392-7900

Saturn Oil & Gas CEO John Jeffrey on the future of the company and ESG


28. December 2020 | 10:48 CET

Alibaba, FuelCell, Desert Gold - Bet on gold!

  • Gold
Photo credits: pixabay.com

The long Christmas weekend still shows minor after-effects on the scales, but the Bitcoin has gained weight, it reached a new high yesterday at almost USD 27,700. A small correction usually follows, and it then continues to go up. We will see what is started as a new target zone. Analysts attest the cryptocurrency potential to over USD 100,000. Meanwhile, some old acquaintances are making their presence felt on our watchlist. Alibaba, the "Amazon" from China, collapsed, and FuelCell Energy first rose after bad news and then lost over 15%. Gold, however, stalked back up unnoticed at USD 1,870. The Joe Biden stimulus package of USD 900 billion suggests inflation - that's causing Bitcoin to rise and gold is also coming back into fashion.

time to read: 3 minutes by André Will-Laudien


Jared Scharf, CEO, Desert Gold Ventures Inc.
"[...] Our SMSZ project is the largest contiguous land package of any exploration company in the region at 400km2 and overlays a 38km portion of the prolific Senegal Mali Shear Zone. [...]" Jared Scharf, CEO, Desert Gold Ventures Inc.

Full interview

 

Author

André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

About the author


Alibaba - The government intervenes

Alibaba can't get out of the negative headlines. The online business is developing less strongly than expected, and diversification is working out rather poorly than okay. Alibaba is trying to diversify its business with its manageable online margins into other sectors, especially financing and insurance, similar to its big role model from Seattle. The controversial Ant Group, in which Alibaba holds more than 30%, had to cancel its IPO in November unexpectedly. Now the government is harbouring new antitrust concerns.

China's central bank has ordered investor Jack Ma's Ant Group to refocus on its original core business. According to a statement issued by the central bank over the weekend, the financial firm should purge its business of lending, insurance, and asset management. Instead, Ant Group should return to its roots as a provider of payment services, it said.

While the central bank did not directly order the group's breakup, it made it unmistakably clear to the leadership that diversification efforts are to be shelved. The group will now have to set up a separate financial holding company with sufficient capital. The regulator also accused Ant Group of having too much market power, damaging competition, and hurting the interests of hundreds of millions of consumers. Thus the original voice from Beijing.

The Chinese central government recently changed the requirements for the lending business. In the future, after various restrictions, 30% equity is also to be required to be able to grant an online loan together with banks. The Alibaba share has moved away steadily from its high of EUR 271 and sitting currently at EUR 210. The chart is trending strongly south, within a month about 10% is missing in the price. The correction should not be over yet given the heavy crossfire.

FuelCell - Bad news, but frothing share price

Again, bad news for a hydrogen company. Californian fuel cell power plant operator FuelCell Energy has problems with several public tenders. As the Company surprisingly announced in a press release, FuelCell was deprived of state awards for three important projects. The stock was initially undeterred and rose to a new 52-week high over the week.

FuelCell CEO Jason Few railed against the government agency's decision, saying it improperly revoked previously approved state RFP awards for three fuel cell projects under the Shared Clean Energy facility program. The revocation of government contracts is likely to result in significant revenue losses for FuelCell Energy in the near future. The fact that the share could climb to a new 52-week high is utterly irrational from a fundamental point of view and is probably due to the euphoria about tax breaks for green developments in the USA.

The share price even peaked at USD 13.90, bringing the market capitalization to over USD 4 billion. Even in FuelCell Energy, there have been no profits yet, with a manageable turnover of just USD 65 million. Due to the hydrogen hype on the stock exchange, companies that are still at the beginning of their development and still have many breakdowns to go through are already endowed with valuations in the billions.

Desert Gold - A good setup for 2021

As we already suspected, after the "tax loss season", the price of Desert Gold is now also stabilizing. Over the late summer, the share suffered from the higher consolidating gold price, which corrected from a peak of USD 270. Producing gold mines had partially halved in price, with the explorers the consolidation made different waves, the Desert price is now stable on the market for a few days at CAD 0.15.

We look at the current projects, as Desert Gold has now submitted its plans for 2021. An additional and exciting part is the start of the drilling program of the joint venture partner Indigo Exploration, which has started its work program on the Djimbala gold project in southern Mali, West Africa. The Company's flagship project is the Senegal Mali Shear Zone project, which covers 410 square kilometers in West Mali.

Gold has a very long tradition in Africa, at least since the vast discoveries in South Africa. Today, major gold producers have set their sights on the continent once again to replace the partially expiring mines worldwide with new projects. Suppose Indigo's drilling proves successful in the short term, in that case, a major producer could acquire the entire concessions by making a takeover offer to Desert Gold who is sitting with a current total value of CAD 21 million. Desert Gold is currently also working on is assets, which could increase the value as well.

On the charts, gold should push through the USD 1,900 level again to the upside in the next few days. That's going to be year-end fireworks for some explorer stocks. Stay tuned for Desert Gold, because things can happen very quickly!


Author

André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

About the author



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Related comments:

14. January 2021 | 18:43 CET | by André Will-Laudien

Blackrock Gold, Barrick Gold, Sibanye Stillwater: In gold, we trust!

  • Gold

Why does one need precious metals at the moment? For hedging? No question, we are currently in the biggest liquidity boom since the turn of the millennium, and every day there are new highs on the stock markets. Usually, one would say that there is no need for hedging. Nevertheless, a sensible spread across all sectors makes perfect sense. Right now, the hot topics are hydrogen, e-mobility and copper. When discussing mountains of debt and when inflation fills the gazettes again, then the need for precious metals is back immediately. Therefore, one can state: In asset price inflation, which is undoubtedly taking place presently, gold, silver and platinum will also potentially see a sharp price increase! In gold, we trust - at the latest if the Bitcoin loses 50% again!

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12. January 2021 | 10:18 CET | by André Will-Laudien

Osino Resources, FuelCell, Nikola: Things are moving fast!

  • Gold

Yesterday saw a not-so-surprising move in the super-shooter Bitcoin (BTC). Within 12 hours, the cryptocurrency corrected from levels above USD 40,000 down to USD 30,600, a daily loss of 25%. This correction was a move that had been in the air for a long time but was probably not expected at this speed. It is not for nothing that BTC has a calculated volatility of over 100%. However, the bout of weakness once again illustrates the cryptocurrency's high susceptibility to fluctuation. All the great euphoria thus escapes somewhat, but the fan community is likely already ready to fabricate new highs. As a result of the correction, the total market volume of all, currently around 8,225, digital currencies fell back below the one trillion-dollar mark. Last week, the mark had been surpassed for the first time. Speed is more in demand than ever!

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11. January 2021 | 10:08 CET | by Stefan Feulner

Geely, Desert Gold, Li Auto - Incredible development!

  • Gold

The trend towards electromobility and away from combustion engines is developing more and more rapidly. Almost all the electric car manufacturers across the board increased their sales figures by 100% in 2020. With new models and better battery technologies, the old automobile world's replacement is being strongly forced. The big technology groups are now getting into the lucrative electromobility business. In cooperation with Hyundai, Apple is probably making a start and others will follow, giving the industry another considerable push.

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