Menu

Recent Interviews

Matthew Salthouse, CEO, Kainantu Resources

Matthew Salthouse
CEO | Kainantu Resources
3 Phillip Street #19-01 Royal Group Building, 048693 Singapore (SGP)

info@krl.com.sg

+65 6920 2020

Interview Kainantu Resources: "We hold the key to growth in the Asia-Pacific region".


Justin Reid, President and CEO, Troilus Gold Corp.

Justin Reid
President and CEO | Troilus Gold Corp.
36 Lombard Street, Floor 4, M5C 2X3 Toronto, Ontario (CAN)

info@troilusgold.com

+1 (647) 276-0050

Interview Troilus Gold: "We are convinced that Troilus is more than just a mine".


John Jeffrey, CEO, Saturn Oil + Gas Inc.

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

info@saturnoil.com

+1-587-392-7900

Saturn Oil + Gas CEO John Jeffrey: "Acquisition has increased production by 2,000%"


13. August 2021 | 12:21 CET

Alibaba, Kainantu Resources, JinkoSolar - Asia as a global economic engine

  • Gold
Photo credits: pixabay.com

Asia's influence on the global economy has been growing for years. On the one hand, as a sales market - Germany now transports 16% of its exports to Asia - on the other hand, its share of the world's gross domestic product is increasing. In 2019, 71% of global economic growth came from the Asia-Pacific region. Exports also contributed to this. Almost twice as much was exported to Germany in 2019 as ten years earlier. This year, economic growth in Asia will again be higher than in the rest of the world. This is primarily due to China. Today we are therefore highlighting three companies from the Asia-Pacific region.

time to read: 3 minutes by Armin Schulz
ISIN: ALIBABA GR.HLDG SP.ADR 8 | US01609W1027 , Kainantu Resources Ltd. | CA48301H1073 , JINKOSOLAR ADR/4 DL-00002 | US47759T1007


Ryan Jackson, CEO, Newlox Gold Ventures Corp.
"[...] We quickly learned that the tailings are high-grade, often as high as 20 grams of gold per tonne; because they are produced by artisanal miners, local miners who use outdated technology for gold production. [...]" Ryan Jackson, CEO, Newlox Gold Ventures Corp.

Full interview

 

Author

Armin Schulz

Born in Mönchengladbach, he studied business administration in the Netherlands. In the course of his studies he came into contact with the stock exchange for the first time. He has more than 25 years of experience in stock market business.

About the author


Alibaba - Cannot get away from negative headlines

Alibaba is currently not getting out of negative headlines. First, the stock was dragged down by news about government regulations. Now the Company is facing the challenge of dealing with the rape allegations that are in the air. The Chinese newspaper, People's Daily, is already calling out a crisis of values within the group. Heads were rolling within the Company, and CEO Zhang promised a company-wide sexual harassment policy.

On August 3, the group presented its second-quarter figures. Revenue was up 34% year-on-year, and net income was up 8%. Free cash flow was up 43%. So the war chest is well filled, but due to the ongoing uncertainties caused by the government's measures, new business areas are currently not in sight. Some analysts have found a fly in the ointment with the good numbers. They see the cloud division's growth of 29% as disappointing.

Management fears that tax breaks could also be eliminated. That would depress profits by as much as USD 1.7 billion. The stock is currently still in a clear downtrend. Nevertheless, Alibaba remains the flagship company and is currently not in the crosshairs like Tencent, whose primary business model, gaming, is currently under heavy fire from the government. In the long term, the group will continue to grow, and shareholders will also enjoy this.

Kainantu Resources - Gold and copper deposits

Kainantu is an explorer focused on the Asia-Pacific region with two promising gold projects in the high-grade Kainantu gold district in Papua New Guinea. The KRL South project is located 30 km southeast of one of the world's largest K92 gold mines and covers 597 km². Results of auger drilling were announced on May 5. A total of three target areas were defined and up to 40.13 grams of gold per tonne was found. Geologically, there are strong similarities with the already producing mines in the Kainantu mining area.

In addition to the main project, there is also the KRL North project, which is directly adjacent to the property boundary of the K92 mine. The area is 129 km² in size. In addition, the May River copper-gold project, also located in Papua New Guinea, was acquired in mid-June, close to the well-known Frieda River copper-gold project. CEO Salthouse said in a recent interview, "Previous drilling returned 54 m at 1.83 g/t Au, 109 m at 1.53 g/t Au and 96 m at 0.89 g/t, as well as copper-soil anomalies in excess of 2,500 ppm in several areas."

This acquisition shows how well connected management is in the country, and it would not be the first Company that the experienced managers would have made big. Another plus is the partnership with Asia Pacific Energy Ventures Pte, which has already executed major energy projects in Papa New Guinea. One can expect fresh news on the KRL South project in the coming months, as a total of 2,500 samples have been taken there. Investors should limit their orders due to the relatively large spread.

JinkoSolar - Important certificates received

JinkoSolar is one of the world's leading companies in the solar industry. The Company distributes solar products and sells its solutions and services to a diversified customer base in over 160 countries. The group has been pursuing a steady growth path by building more and more production facilities in recent years, despite a major price war and the accompanying pressure on margins.

A study by BloombergNEF shows that more and more smaller competitors are disappearing and the big players are dividing the market shares among themselves. One advantage JinkoSolar has is its technological edge. Being the first to start mass production of solar panels with an efficiency of about 25% is evidence of this. Recently, the Company became the first in Greater China to receive LCA certification and EPD certification, which is a requirement in Italy. Both certifications show that the Company is also concerned with sustainability.

In conjunction with the climate debate, demand for solar energy should remain high. The downward trend has been stopped since mid-May and the share price has been on the rise again. At the end of June, the downward trend was finally broken, and at the same time, a new upward trend was established. As long as the share does not fall below USD 44.26 on a closing price basis, the trend remains intact. However, there seems to be resistance around USD 60, as the share has been struggling at this level for a month.


The economy in the Asia-Pacific region is growing. Especially in China, even though Alibaba is currently still struggling with government regulations. Things are looking better in Papa New Guinea, where Kainantu now owns three promising projects. There, the companies are supported by the government. JinkoSolar currently has nothing to fear from the government side; it is more a matter of increasing margins. We expect further growth in the companies.


Author

Armin Schulz

Born in Mönchengladbach, he studied business administration in the Netherlands. In the course of his studies he came into contact with the stock exchange for the first time. He has more than 25 years of experience in stock market business.

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:

17. September 2021 | 12:42 CET | by Carsten Mainitz

Desert Gold, Barrick Gold, flatexDEGIRO - What is next after the correction?

  • Gold

Not always does an equation work out when investing in the short term. Patience and a longer-term investment horizon are not often emphasized for nothing. Investments in tangible assets such as stocks, commodities and real estate have been proven to protect against a loss of purchasing power. Precious metals are also suitable as crisis currencies over more extended periods. Setbacks offer opportunities! Who has the best cards?

Read

17. September 2021 | 10:41 CET | by Stefan Feulner

Steinhoff, Tembo Gold, Nikola - Strong rebound potential

  • Gold

Which investor does not dream of investing in a stock anticyclically during strong price setbacks to earn disproportionately from the rebound? But the anticyclical investment strategy, in which one bets against the broad mass, is associated with considerable risks. Because of this, one should analyze the object of one's desire carefully to see the reasons for the rapid sell-off. Are they self-inflicted problems, as was best observed in the Wirecard example, or is the impulse coming from outside.

Read

16. September 2021 | 12:45 CET | by Carsten Mainitz

Triumph Gold, First Majestic, Varta - Inflation is getting worse than we think - How to safeguard your assets!

  • Gold

Inflation in the US eased slightly in August from July's 5.4% to 5.3%. Nevertheless, this is a high value. It would be premature to derive a trend reversal from this. Far more dramatic are the rates of inflation in wholesale prices in Germany. As the Federal Statistical Office recently reported, these rose by 12.3% year-on-year in August. It was the most substantial increase since October 1974, during the first oil crisis. Investors should invest in tangible assets such as shares, real estate, commodities, or precious metals to protect their assets. Who offers the best risk-reward ratio?

Read