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Matthew Salthouse, CEO, Kainantu Resources

Matthew Salthouse
CEO | Kainantu Resources
3 Phillip Street #19-01 Royal Group Building, 048693 Singapore (SGP)

info@krl.com.sg

+65 6920 2020

Interview Kainantu Resources: "We hold the key to growth in the Asia-Pacific region".


Justin Reid, President and CEO, Troilus Gold Corp.

Justin Reid
President and CEO | Troilus Gold Corp.
36 Lombard Street, Floor 4, M5C 2X3 Toronto, Ontario (CAN)

info@troilusgold.com

+1 (647) 276-0050

Interview Troilus Gold: "We are convinced that Troilus is more than just a mine".


John Jeffrey, CEO, Saturn Oil + Gas Inc.

John Jeffrey
CEO | Saturn Oil + Gas Inc.
Suite 1000 - 207 9 Ave SW, T2P 1K3 Calgary (CAN)

info@saturnoil.com

+1-587-392-7900

Saturn Oil + Gas CEO John Jeffrey: "Acquisition has increased production by 2,000%"


13. April 2021 | 08:45 CET

Barrick, BP, Scottie Resources - Commodities cannot be printed

  • Commodities
Photo credits: pixabay.com

Last week was dominated by FED Chairman Jerome Powell's speech at the IMF. Powell reiterated that inflation, which had been a concern for some investors in the short term, was under control and not a cause for concern. He attributed inflationary pressures primarily to higher commodity prices. After all, you cannot print commodities - unlike paper money. For this reason, we will take a look at commodity stocks today.

time to read: 2 minutes by Armin Schulz
ISIN: CA0679011084 , GB0007980591 , CA81012R1064


Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG
"[...] China's dominance is one of the reasons why we are so heavily involved in the tungsten market. Here, around 85% of production is in Chinese hands. [...]" Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG

Full interview

 

Author

Armin Schulz

Born in Mönchengladbach, he studied business administration in the Netherlands. In the course of his studies he came into contact with the stock exchange for the first time. He has more than 25 years of experience in stock market business.

About the author


Barrick Gold - Share on the way up?

Barrick Gold has a bulging war chest at its disposal for acquisitions. There was also a notable interview with CEO Mark Bristow, who announced that the quarterly dividend is safe, even if the gold price should fall to USD 1,200.
Along with the first quarter 2021 results, a sustainability report was released showing significant progress in implementing ESG performance. The Company believes it is well on its way there.

Then, on April 9, the Company announced that the Porgera mine could be restarted, as it was able to reach an agreement with the government of Papua New Guinea on a framework agreement. It can be considered a success, as the government refused to renew the lease since April 2020.

If we look at the share price performance, we notice that it has outperformed the gold price, despite Warren Buffett's exit, who sold 100% of his Barrick Gold shares in February. We see this as a sign of strength.

Scottie Resources - Promising potential

By now, it should be known how promising the "golden triangle" is in British Columbia, Canada. This is not just a figure of speech but is proven by the competition that owns lands 16 km from the Blueberry Zone of Scottie Resources. Ascot Resources was only able to secure fresh capital of CAD 55 million at the end of March 2021.

Scottie Resources should not need fresh capital at this time, as approximately CAD 2.8 million of cash is available and the Company is debt free. Exploration drilling of 7,000 m was carried out in 2020, which is to be expanded by almost 80% to 12,500m in the summer. If the results are as good as in the previous drillings, a positive newsflow can boost the share.

After the annual high of CAD 0.53 on July 28, 2020, driven by the gold price, the share also fell again with the gold price. Currently, the fall of the share has stopped since March 25 and a sideways phase between CAD 0.18 and CAD 0.21 has formed. The gold price has built a double bottom at USD 1,680, and from there, it broke out of the W formation to the upside on April 8, 2021. Scottie Resources' stock has not yet followed this upward movement. Those who expect a rising gold price should put Scottie Resources on their watchlist.

BP - Turnaround underway

2020 was a year to forget for BP. A massive loss of USD 20 billion was incurred, primarily due to the crash in the oil price in April. At that point, the oil price was negative. Since then, the value of black gold has moved up quite steadily and was over USD 62 on Friday.

Last week Tuesday, CEO Bernard Looney announced that the business had developed positively in the first quarter. In addition, the target of reducing net debt to USD 35 billion was achieved ahead of schedule. It is remarkable that the first quarter already went well, as the economies of the USA and England are only just beginning to improve in connection with the ongoing vaccinations. In Germany and many other countries, oil consumption is still significantly lower than before the Corona period. When life returns to normal in the course of the year due to the vaccinations, the aviation industry will also be able to welcome more customers again and oil consumption should continue to rise.

The stock has been in an intact uptrend since November 2 and still has a dividend yield of about 5% at current price levels (about EUR 3.44). Analysts from UBS, Goldman Sachs and Credit Suisse have issued price targets between EUR 3.86 and EUR 5.41.


Author

Armin Schulz

Born in Mönchengladbach, he studied business administration in the Netherlands. In the course of his studies he came into contact with the stock exchange for the first time. He has more than 25 years of experience in stock market business.

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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  • Commodities

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  • Commodities

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Commerzbank, Aztec Minerals, MorphoSys - Save yourself!

  • Commodities

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