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Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
CEO | Clean Logistics SE
Trettaustr.32, 21107 Hamburg (DE)

info@cleanlogistics.de

+49-4171-6791300

Interview Clean Logistics: Hydrogen challenge to Daimler + Co.


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".


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.


Related comments:

19. October 2021 | 13:44 CET | by Fabian Lorenz

Barrick Gold, Standard Lithium, GSP Resource: Commodities booming

  • Commodities

Copper, lithium and oil are just a few examples of commodities whose prices are going through the roof. The shares of the producers of these commodities are benefiting as a result. In addition, there is now often a takeover fantasy. This applies, for example, to Standard Lithium. The US explorer has now also published positive data for its project. It also applies to GSP Resource. At least as far as drilling results and takeover fantasy are concerned. The share price, on the other hand, still has room for improvement. The same applies to Barrick Gold. The Q3 figures were convincing, with the gold company earning brilliantly on every ounce, but the shares are trading close to the year's low.

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05. October 2021 | 11:40 CET | by Fabian Lorenz

BioNTech, Varta, Sierra Grande Minerals - Is the countermovement coming?

  • Commodities

The BioNTech share was under intense pressure in the past trading week. But even at the start of the week, the bulls could not prevail with a countermovement. There is also good news from the new German biotech star. Ripe for a rebound are also the shares of Varta and Sierra Grande. At Varta, the presentation of Apple's new Airpods could herald a share price recovery. Sierra Grande is suffering from weak precious metal prices. The Company has just published positive drilling results. Investors could soon look forward to rising prices for all three shares.

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10. September 2021 | 13:50 CET | by Carsten Mainitz

Sierra Grande Minerals, Barrick Gold, Sibanye Stillwater - Tempting valuation levels

  • Commodities

Patience is a virtue. Especially on the stock market, investors are often required to be patient. Why do rising prices take so long to materialize, even though the relevant facts are already on the table? One or the other investor who has invested in commodity shares has undoubtedly experienced this or a similar situation. But those who take a longer-term view and make the proper sense of the relevant framework conditions that determine supply and demand will be successful. Precious metals have proven to be a protection against inflation over long periods of time. Various raw materials such as copper and lithium are experiencing rising demand as a result of electromobility. These three stocks offer opportunities.

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