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Nick Mather, CEO, SolGold PLC

Nick Mather
CEO | SolGold PLC
1 King Street, EC2V 8AU London (GB)

emichael@solgold.com.au

+44 20 3823 2125

SolGold CEO Nick Mather on building a major gold and copper mining company


Jared Scharf, CEO, Desert Gold Ventures Inc.

Jared Scharf
CEO | Desert Gold Ventures Inc.
4770 72nd St,, V4K 3N3 Delta (CAN)

jared.scharf@desertgold.ca

Desert Gold Ventures CEO Jared Scharf on West Africa and its potential


Stephan Dorfmeister, Finance Department, Deep Nature Project GmbH

Stephan Dorfmeister
Finance Department | Deep Nature Project GmbH
Untere Hauptstraße 168, 7122 Gols (AT)

office@deep-nature.at

+43 681 10139055

Like Aurora Cannabis and Canopy Growth, Deep Nature Project GmbH focuses on value chain


10. September 2020 | 07:37 CET

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

  • Gold

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


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

 

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.


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.


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24. September 2020 | 09:15 CET

Barrick Gold, Blackrock Gold, Osino Resources: buy when weak?

  • Gold

The price of gold and silver has come under pressure in the past few days and so too has the price of the shares of the companies involved in the creation of value for precious metals. The fear of another lockdown in connection with the Corona pandemic seems to be worrying the markets. Against this backdrop the central banks and governments continue to support the economy with measures. The correction in precious metals may now be an opportunity to enter, because when the presses are running at full speed, the oldest currency in the world is usually a safe haven.

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18. September 2020 | 09:00 CET

BHP Group, Newcrest Mining, SolGold: Getting bogged down or putting all your eggs in one basket

  • Gold

When it comes to investing in commodity companies, the BHP Group is a household name. The British company is active worldwide, mining coal, iron ore, copper and other commodities and has long been considered a solid dividend earner. But recently the company has disappointed: Special effects put pressure on profits, unrest in Chile made life difficult for BHP and the Corona pandemic also left its mark: the bottom line at the end of the financial year at the end of June was a profit of no less than EUR 6.75 billion. While the mood among investors was not particularly good, BHP cut its dividend by around ten percent, thus spoiling shareholders’ sentiment even further. On a year-on-year basis, the share price fell by around 1.4%. In view of the good performance of copper following the outbreak of the pandemic, this is too little for many investors.

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15. September 2020 | 11:00 CET

B2Gold, Barrick Gold, Desert Gold: Did Warren Buffett bet on the right horse?

  • Gold

The price of gold has stabilized above the USD 1,900.00 per troy ounce mark in recent weeks. Against the background that the Corona Pandemic is not slowing down and that a second wave is becoming measurable in many places, the actions taken by governments and central banks are continuing cheerfully, thus ensuring further demand for the world's oldest currency. Those who want to protect their assets are probably best off buying shares in a gold company like Warren Buffett, and for those who can't decide, there is also a solution.

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