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20. May 2020 | 14:51 CET

AMS, Triumph Gold, Varta, Yamana Gold - what investors need to know now

  • Inflation
Photo credits: pixabay.com

The major stock exchanges in Europe and the USA have further stabilised in recent weeks. At midweek, the DAX was up 0.46% to 11,126 points. Also the indications for Wall Street are positive at this point in time and it all looks like the recovery trend will continue today. Despite negative reports in connection with the Corona Pandemic, the measures taken by central banks and politicians are obviously showing their effect. However, the uncoupling of the economy from the stock market by increasing the money supply is a cause for concern, and investors should therefore be particularly cautious.

time to read: 1 minutes by Mario Hose


 

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 as protection against inflation

The positive developments on the stock markets in connection with the increase in money supply around the world are the harbingers of rising inflation. The Bank of America's speculation that the price of gold per troy ounce could rise to as high as USD 3,000.00 in the coming year is therefore well-founded. As an investor, one should be flexible in adapting to the environment in order to be prepared for all eventualities. Even if the aftermath of the Corona Pandemic leads to a recession, stock markets may still continue to rise due to the glut of money.

Shares with gold leverage

If you want to position yourself in the market as an investor with gold and shares, you should look at companies that are active in the precious metals sector. Triumph Gold from Canada is exploring its own areas in the Yukon and has mining giant Newmont on board as a shareholder with an 18% stake. The upside potential of this company is that a takeover of Triumph Gold can take place if the price of gold rises. The main area of Triumph Gold is Freegold Mountain and has a size of 200 sqkm.

The area is approximately 34 km long and a year-round road runs right through it. A further increase in the price of gold and/or additional information on Triumph Gold's gold deposits are grounds for speculation. The market value of the company is currently around CAD 25.00 million.

Industry giants in comparison

With a market capitalization of CAD 7.25 billion, Yamana Gold also offers the opportunity to benefit from the development of the gold price. Companies of this size are usually not takeover candidates, they are more likely to be found on the buying side. AMS AG is also on the buyer's side, as the Austrian company plans to take over Osram AG, which is valued almost four times higher.

Like Varta AG, Osram is dependent on the automotive sector and for this reason the Corona Pandemic comes at a bad time for AMS. The market value of AMS is currently around EUR 1.06 billion. With a market capitalization of EUR 3.69 billion, Varta is valued almost as highly as the lighting group Osram.


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.