Menu

Recent Interviews

Andrew Davidson, CEO, Royal Helium Limited

Andrew Davidson
CEO | Royal Helium Limited
224, 4th Avenue South, S7K 5M5 Saskatoon (CAN)

davidson@royalheliumltd.com

+1 (306) 281-9104

Royal Helium CEO Andrew Davidson on NASA, SpaceX and the path to dynamic growth


Craig Taylor, CEO, Defense Metals

Craig Taylor
CEO | Defense Metals
605-815 Hornby St., V6Z 1T9 Vancouver (CAN)

craig@defensemetals.com

+1 (778) 994 8072

Milestones, ESG as an USP and the new openness of policy toward rare earths outside China - Defense Metals provides backgrounds


Alex Kent, Managing Director, Aspermont Limited

Alex Kent
Managing Director | Aspermont Limited
613 - 619 Wellington Street, WA, 6000 Perth (AUS)

Corporate@aspermont.com

+61 8 6263 9100

Aspermont shows the success of digitalization - Alex Kent has an agenda


10. September 2020 | 07:37 CET

Allianz, Bayer, Newlox - Opportunities and risks go hand in hand

  • Gold
Photo credits: pixabay.com

If the shares of the U.S. company Apple fluctuate, then the impact on market capitalization may well amount to the entire equivalent value of the fourth-largest DAX company, Allianz. Apple's market value is around EUR 1,640 billion, and against this, Germany's insurance giant, at around EUR 75 billion, looks like a delicate little plant. There are various reasons for this, which lie beyond the objective or fundamental valuation. For one thing, more German investors buy the shares of U.S. companies than the other way around, and moreover, premium smartphones and tablets are simply more exciting for the younger generation of investors than insurance policies. From this perspective, healthy diversification makes perfect sense.

time to read: 2 minutes by Mario Hose


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often as high as 20 grams of gold per tonne; because they are produced by artisanal miners, local miners who use outdated technology for gold production.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

Mario Hose

Born and raised in Hannover, Lower Saxony follows social and economic developments around the globe. As a passionate entrepreneur and columnist he explains and compares the most diverse business models as well as markets for interested stock traders.

About the author


Gold through environmental remediation

Central banks around the world print money and drive the price of gold to historical levels. While the reserves of the largest gold producers have fallen by 34% since 2012, there are companies that specialize in extracting gold from mining tailings.

Put simply, Newlox Gold Ventures produces gold through environmental remediation. The company is focused on recovering precious metal residues from tailings piles of historical workings in Latin America. These gold-bearing tailings usually date from a time when mining was not yet efficient and rather pragmatic. The company's new environmentally friendly process has already secured access to gold projects in Costa Rica.

Newlox Gold claims that it is well positioned to rapidly scaling up gold production. The revenues are expected to be reinvested in growth, with an initial focus on expansion in other regions of Latin America. Newlox Gold's approach eliminates the conventional, time- and capital-intensive process of permitting, exploration and subsequent mining of gold. Experts now expect that discoveries in 2020 will not go into production for up to 30 years. Newlox Gold does not have this time problem and therefore the scalable business model with the current valuation of around EUR 10 million is an interesting alternative.

Moral and contractual obligations

The German insurance industry is in a tight spot. In recent years, the partners for planning security have concluded various products with their corporate customers, which are intended to provide financial protection in the event of a company closure. Due to the Corona restrictions, which have been in force nationwide since March 2020, a large number of companies, mainly in the catering and tourism industry, have ceased operations.

From the customer's point of view, the insured event has occurred and accordingly, claims will be asserted against the insurance companies. Originally, the insurers assumed that the risk would be manageable, but due to the dimension of the ordered impairments, a damage sum of several billion EUR is rolling towards the companies. Currently, the insurers are still trying to avoid the costs and are trying to find out-of-court solutions with the affected parties. However, the judges at the Regional Court in Munich have already expressed in one case that it does not matter to the affected party how many other policyholders are still affected.

Exciting times are approaching for the insurance giants. Allianz has achieved an operating profit of EUR 4.9 billion in the first half of 2020 and will certainly survive this affair. UBS analysts estimate that the insurance industry could face losses of up to USD 22 billion in connection with business closure insurance - the USA is not included in this estimate.

A 100% chance?

The analysts of the major Swiss bank UBS have a high opinion of the German pharmaceutical and agricultural group. According to the experts' assessment, the share has a potential of EUR 110.00. Up-to-date with approximately EUR 55.00 the shares change their owners and in this context the estimate with doubling potential sounds tempting.

The earnings per share in the first six months of the current fiscal year, which exceeded expectations, were probably the decisive factor in this assessment. For the year as a whole, earnings per share of EUR 6.27 are expected, which according to estimates will rise to EUR 8.34 by 2024. Until confidence in the prospects and euphoria for the company is established, the takeover of the U.S. company Monsanto must also be legally digested. There is no other way to explain the current shyness for Bayer stock.


Author

Mario Hose

Born and raised in Hannover, Lower Saxony follows social and economic developments around the globe. As a passionate entrepreneur and columnist he explains and compares the most diverse business models as well as markets for interested stock traders.

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:

24. February 2021 | 08:45 CET | by Carsten Mainitz

K+S, Desert Gold Ventures, Encavis - Buy before others do!

  • Gold

"The profit is in the purchase." Or so says an old merchant's rule. There are a few more facets to it in stock investments like time horizon and performance. A long-term oriented, perhaps also anti-cyclically thinking investor does not get gray hairs if it takes longer for his investment idea to work out. In contrast, timing plays a vital role for traders or short-term oriented investors. For institutional investors, the question of where their performance lies in comparison to the benchmark is often decisive. We introduce you to three exciting companies that are currently on the move. Where is the greatest potential lurking?

Read

24. February 2021 | 08:32 CET | by Nico Popp

SKRR Exploration, Barrick Gold, Northern Data: The values are raised here

  • Gold

Mining is a straightforward industry: You dig until you find something, then hope to sell what you find so that all costs are covered and some profit is left over. The search for raw materials does not depend on luck or chance. Companies do important preliminary work to estimate potentials and thus help luck a little. Even when it comes to mining cryptocurrencies, it's no longer just a matter of leaving the PC running overnight. We highlight three stocks that are lifting values for you.

Read

22. February 2021 | 07:20 CET | by Stefan Feulner

Newmont Mining, Osino Resources, Palantir - It is time!

  • Gold

Are we currently already in a stock market bubble? Many signs are pointing to it. New highs in the stock markets, party mood in Bitcoin, Etherum and Co, and enthusiastic small investors are the first warning signs. Of course, the feature article in a German daily tabloid is still missing. However, with further euphoria, this should not be far off. We reveal ways to protect yourself.

Read