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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


03. August 2020 | 07:53 CET

Ballard Power, NEL ASA, Desert Gold - why we will see panic

  • Gold

In the past two years, the shares of listed hydrogen companies have risen significantly due to a lack of alternatives. A new eco-system with hydrogen as an energy carrier is being created worldwide and, as part of the development process, suppliers from all parts of the world are positioning themselves - around the globe. Some of these companies already have a long history and can now enjoy state-subsidized success. Political measures and the increase in the money supply, by the central banks, are creating a boom in demand in another sector, which only a few investors have focused on so far - the discovery of gold reserves. The flight from money is driving the demand for physical gold to historic highs and an end is not in sight due to the threat of a second wave of corona contagion. The major producers have already seen their gold reserves shrink by 34% since 2012 and it is feared that the annual production volume will fall from 118 million ounces in 2020 to below 65 million ounces in 2029. A takeover wave in the exploration sector is a logical consequence.

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

 

Takeover target in West Africa

Desert Gold Ventures is an explorer who has previously identified gold deposits in several locations on the company's 400 km2 projects in West Africa. The recent drilling program was designed to determine the size of this deposit and whether further discoveries are possible. The results of this drilling are pending and eagerly anticipated. The company's management is targeting up to six million ounces of gold in the areas. As the price of gold rises, it is expected that producers in the area have already set their sights on Desert Gold. From a quantity of one million ounces of gold, the company will become really interesting for a potential buyer.

In 2018, when the gold price was still trading below USD 1,270.00 per ounce on average, takeovers in Africa paid more than USD 200.00 per ounce in the ground. In the meantime, it is only a matter of time before the USD 2,000.00 per ounce gold mark will fall. Companies such as Desert Gold are excellent takeover targets for producers, especially if they are already active in the region and have the appropriate legal and labour market expertise. In this case, possible acquirers are B2Gold, Barrick Gold or Iamgold, because they already successfully operate gold mines in the area and the high gold price washes a lot of liquidity into the coffers. From their point of view, a takeover serves as a safeguard for the future. Desert Gold's share price has already been rising for several weeks, but the market value of around CAD 37.0 million is still low given the potential for producers. Bank of America believes it is possible that the gold price could rise to USD 3,000.00 in 2021. At the latest then, takeover panic will break out among the producers.

Mobile power supply with fuel cells

Ballard Power from Canada has been active in the research and development of fuel cells for several decades. Ballard's products enable the use of hydrogen as an energy carrier for power generation. Mobile solutions can be used in various areas of mobility. In addition, emergency power generators that use hydrogen as an energy storage medium and use fuel lines to generate electricity offer another growth market. Large companies that care about image and reputation are looking for solutions that reduce CO2 emissions. Ballard Power has already achieved a market capitalization of more than CAD 4.6 billion, so there is plenty of up-front praise in the price.

Plant constructor creates infrastructure

NEL ASA from Norway has experienced a rapid price development in recent years and currently has a stock market valuation of over EUR 2.4 billion. The plant manufacturer is focused on the production and sale of hydrogen. The company's customers require plants for the production of the energy carrier or operate filling stations. Due to government funding programs, NEL ASA is currently experiencing great interest in the products to enable the development of an infrastructure for hydrogen-based mobility. **In the coming years, however, competition will increase in this industry as well, and some investors may already see parallels to the solar hype around 13 years ago.


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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