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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


29. December 2020 | 10:29 CET

Alibaba, Osino Resources, Barrick Gold: Fantasy + Stability = Returns

  • Gold
Photo credits: pixabay.com

The past few years have had a notable impact on investors: Tech companies, in particular, have been well received on the markets, while classic sectors were spurned despite low valuations. But for some months now, the big turnaround has been underway: more and more classic sectors that can score with low valuations are catching up - tech stocks are holding up solidly, but are increasingly facing headwinds. That's what happened with Alibaba. Like its big role model, the Chinese Amazon clone has long been more than just a retailer. Through its Ant Group holding, Alibaba is thick in the fintech business: payment, banking, insurance - all of this, fed by valuable data, promises a thriving business in the future. That is if it were not for the Chinese regulators.

time to read: 2 minutes by Nico Popp


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

 

Author

Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

About the author


Alibaba: Power struggle with Beijing only knows losers

After the holidays, Alibaba's stock plunged double digits after China's central bank ordered fintech giant Ant Group to "clean up" its business and return to core operations as soon as possible. This "recommendation for action" contradicts Alibaba and Ant Group's original strategy.

As recently as November, the retail giant wanted to take its fintech subsidiary public. But the largest IPO of all time was called off due to pressure from Beijing. Now comes the next blow for the omnipotence fantasies of the Chinese tech giants. Chinese authorities accuse the companies of having an unfair market position to the detriment of consumers.

After the new price slide, Alibaba shares are only up about 8% on a one-year horizon. As recently as mid-October, the share price balance looked much friendlier. For years, Alibaba was marketed as a no-brainer and was considered as stable as Amazon, with a good pinch of Asian fantasy. But recent months have shown that the Company's headquarters in China can also become a burden. Investors should ideally follow the feud between China and Alibaba passively and without shares in the portfolio. It cannot be ruled out that the conflict will reach other companies from China.

Osino Resources: 2021 as the hot phase until production

Free from the pressure of omnipotent governments, the Canadian gold Company Osino Resources operates in Namibia. Canada offers good framework conditions for commodity companies as a corporate domicile, and Namibia also stands for legal security and mine-friendly policies.

The democracy in southern Africa, which has existed for decades, generates around 8% of its economic output from the mining industry. Neither is this a negligible factor, nor is it an indication that Namibia's economy is based solely on raw materials extraction. The latter is often the case in autocratic systems in Africa and a warning sign of social inequality and exploitation. Osino Resources is free of these risks with its Twin Hills project.

The Company is currently advancing the gold property with several drill rigs, and as recently as November released results suggesting a larger gold deposit size. An additional 60,000 meters are expected to be drilled in 2021, and an updated resource estimate will be released in early 2021. Feasibility studies, financing details and permitting processes for a mine are then expected to follow from late 2021. The stock has gained around 85% on a one-year view but has recently consolidated a little. With drilling programs underway and events expected by the end of 2021, the project is in a hot phase: investors can add the stock to their watchlist.

Barrick Gold: Slow and steady to success

On the other hand, Barrick Gold currently offers considerably less fantasy: The world's largest gold producer is making steady profits and is swimming in money, but the market is wondering where the Company is headed. Acquisitions are unlikely given the pandemic. But companies like Barrick are forced to expand their portfolio and replace mined gold. Favourable terms and safe political locations are essential in this regard. Now that the industry seems to have moved away from South America a bit, mining locations in Australia or Africa could come back into the big players' focus - Namibia, in particular, is considered a good location.

However, shareholders of Barrick Gold should rely less on exorbitant price jumps and more on steady development. The stock is predestined for this. In the long term, it will be whether Barrick makes the right decisions and smart strategic acquisitions.


Author

Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

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:

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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