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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


17. September 2020 | 06:00 CET

Almonty, BYD, Royal Helium - developments of great importance

  • Investments

We live in a global business environment, though currently we seem detached due to the fight against the Corona Pandemic, business goes on and this too shall pass. Elon Musk is already preparing for the conquest of space with SpaceX and the fierce battle for market share in the automotive sector continues. Raw materials are a key component of the manufacturing industry. Therefore those who can secure access to rare raw materials often gain a decisive competitive advantage. These raw materials can also come in the form of gases and are of crucial importance, especially if they are irreplaceable and cannot be produced artificially.

time to read: 2 minutes by Mario Hose


 

ALMONTY INDUSTRIES INC - Access to critical raw materials

Tungsten is one of the hardest materials on earth. The use of this metal is diverse and often significant. In the past, probably the best known use of tungsten was as a filament in light bulbs. Nowadays the raw material is very often used in the production of alloys. But tungsten is also used in the production of electronic components. Due to its special hardness, components and products made of tungsten are used in the military and aerospace industries.

The EU has classified tungsten as a critical raw material. Anyone who has access to this raw material in legally secure regions can count on state support. Almonty is one company that benefits from this advantage, because the company owns the Sangdong Mine in South Korea, where the worlds largest tungsten deposits are believed to be found. To enable the company to press ahead with the extraction of the raw material, the German Kreditanstalt für Wiederaufbau (KfW) has committed a senior project financing loan of USD 76 million. First Berlin analysts, recommend Almonty stock as a 'buy' with a target price of CAD 1.45.

BYD CO LTD - Internal combustion engines save the fiscal year

In Europe, the Chinese car manufacturer BYD is regarded by investors as a trend indicator for the industry in Asia. The company sells electric vehicles, but also offers those with traditional internal combustion engines. In the first eight months of 2019, BYD sold a total of 295,066 vehicles. Due to the corona pandemic and the reduction of government subsidies for electric vehicles, sales in the same period in 2020 fell by 23.14% to only 226,792 vehicles.

Sales of plug-in hybrid vehicles fell sharply by 66.2% from 56,572 to 19,122. Sales of SUVs with internal combustion engines increased significantly by 116.3% from 47,157 to 102,002 vehicles. The bottom line is that sales of electric vehicles have halved in the first eight months of 2020 and sales of internal combustion engines have increased by 16.9%. BYD's market capitalization has risen to over EUR 9.6 billion in the past few days. Those who have already invested for 12 months have more than doubled their investment.

ROYAL HELIUM LTD - many customers, little competition

The Canadian company Royal Helium focuses on the extraction of the noble gas, helium. The gas cannot be produced artificially and it is usually extracted from underground deposits. Royal Helium has access to around 400,000 hectares of licenses for the noble gas in North America, making it one of the largest market players. The helium market is a niche market and anyone wishing to invest in a company in this sector does not have much choice.

With growing demand in the healthcare sector and in manufacturing, additional demand is coming from the aerospace industry. The US space agency NASA is already the largest consumer of the noble gas. Given that Elon Musk is forging major space plans with SpaceX, the demand for helium is likely to increase further. In Great Britain, the company 'Hybrid Air Vehicles' is already a major customer for the noble gas. The company developed the Airlander, the largest aircraft in the world that uses helium. In a few years, several hundred of these aircraft are expected to be in service worldwide.


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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25. September 2020 | 12:24 CET

K+S, Grenke, Desert Gold: When does uncertainty become an opportunity?

  • Investments

When shares make losses over weeks and months, shareholders hope for an end to the sell-off. Potential buyers ask themselves whether the investment opportunity has already arisen. But the end of a downward trend can always only be determined afterward and can hardly ever be determined exactly. Rather, investors must shed light on the background to a price decline to decide whether it is permanent or merely temporary. The K+S fertilizer group has already been selling off for many years - on a five-year horizon a loss of more than 80% has been recorded - but what is the reason for this?

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23. September 2020 | 14:13 CET

Deutsche Bank, Daimler, Triumph Gold: What about these fallen angels?

  • Investments

When investigative journalists immerse themselves in the world of business, the name of Deutsche Bank is mentioned more and more often. Despite countless legal disputes and fines in recent years, the news flow does not end, the latest accusations being activities that observers call money laundering. The documentation surrounding the business relationship between Donald Trump and Deutsche Bank has cast what was once the world's largest financial institution, in a bad light. Although Trump had owed money to one department of the bank for a long time, another department of the bank lent money to the then dazzling real estate mogul to pay off his debts. Many investors would certainly not have thought that such a transaction, based on the principle of right pocket to left pocket would be possible at all. Deutsche Bank rejected a comment on the above-mentioned incident concerning banking secrecy.

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22. September 2020 | 09:20 CET

Almonty, BASF, Bayer: where is it worth starting now?

  • Investments

The start of the week was marked by price losses. In Europe and North America, the leading indices closed in the red. The fear of further effects of the Corona Pandemic has dampened market sentiment. Given that the banknote presses are still running, the breather on the capital markets is again likely to be short-lived. At the time when a vaccine against Covid-19 receives approval, the economy will once again experience an unleashed boom - provided that people can and may want to return to their jobs. Which shares are worthwhile now?

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