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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 | 07:06 CET

AngloGold Ashanti, Newmont, Velocity Minerals: Where does price potential slumber?

  • Gold
Photo credits: pixabay.com

While the German government is thinking about softening the insolvency law even longer than expected and thus keeping many ailing companies alive, central banks make no secret of continuing the path of cheap money they embarked on immediately after the outbreak of the Corona pandemic. As a first reaction, the prices of gold and companies related to the mining of gold climbed significantly. Currently the prices have come back somewhat. Since the basic fundamental situation around the precious metal is still intact, the current phase should be seen in retrospect as a pause for breath. Reason enough to take a closer look at three companies from the gold sector.

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


AngloGold Ashanti does not yet convince the market

AngloGold Ashanti's stock generated a return of 26.6% on a one-year horizon. **The company decided to implement a comprehensive restructuring program even before the outbreak of the pandemic, and although this had a negative impact on the quarterly figures, analysts are convinced that the measures will pay off in the long term. Also in view of the increased gold price, the planned sales of projects should proceed slightly and also have a positive effect on AngloGold Ashanti's cash position.

It is also a fortunate coincidence that the company will be able to expand production in 2020, which should allow the company to benefit directly from rising prices. However, the stock is not really getting off the ground on the stock markets. Investors are worried that AngloGold Ashanti may no longer have a broad enough base following the sale of further projects.

Newmont: Vision through exploration

The mood among investors in Newmont is more optimistic. Higher gold prices have had a direct impact on margins and have brought the company high profits. The company that emerged from the merger of Newmont Mining and Goldcorp has accumulated a number of promising projects over the past few years and is therefore considered to be well positioned for the gold boom. The stock market agrees: Shares of Newmont Goldcorp increased on view of one year by nearly 60%. The announcement of a USD 1 billion share buyback program may also have contributed to creating greater imagination.

When it comes to vision, Velocity Minerals' shareholders have a clear picture in mind: ideally, the company will bring its gold projects in Bulgaria gradually into production. But the reality is different: Although the company recently released a Preliminary Feasibility Study for its flagship Rozino project, in which the company has a 70% interest, the other projects are still in the exploration stage. For the three satellite projects, Velocity Minerals has options to increase stakes in the event of positive exploration results. **All projects are within truck range of an existing processing plant with a potential of 200,000 ounces of gold annually.

Velocity Minerals: Production planned for end of 2022

Although at first glance Velocity Minerals may not appear to have much in common with the likes of Newmont or AngloGold Ashanti - after all, their market capitalization is only around EUR 45 million - at second glance, parallels are apparent. Like Newmont, Velocity has further exploration potential and plans to increase it over the coming months and years. The flagship Rozino project is already further along the road, with Velocity's goal of producing gold by the end of 2022. This clearly communicated company perspective has not yet made the rounds on the stock exchange - the share price is now trading at more or less the same level as a year ago.


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.


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  • Gold

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