Recent Interviews

Gary Cope, President and CEO, Barsele Minerals

Gary Cope
President and CEO | Barsele Minerals
Suite 1130 - 1055 W. Hastings Street, V6E 2E9 Vancouver (CN)

+1(604) 687-8566

Interview Barsele Minerals: 'I have never seen a project with such good general conditions'.

Sébastien Plouffe, CEO and Director, Defence Therapeutics

Sébastien Plouffe
CEO and Director | Defence Therapeutics
1680 – 200 Burrard Street, V6C 3L6 Vancouver (CN)

+1 (514) 947 2272

Interview Defence Therapeutics: Platform strategy the key to success

Humphrey Hale, CEO, Managing Geologist, Carnavale Resources Ltd.

Humphrey Hale
CEO, Managing Geologist | Carnavale Resources Ltd.
Level 2, Suite 9 389 Oxford Street, WA 6016 Mount Hawthorn (AUS)

Interview Carnavale Resources: Good cards for long-term success

03. May 2021 | 13:53 CET

Barrick Gold, Desert Gold Ventures, BP - The commodity bulls are getting ready to jump!

  • Commodities
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Those who make proper use of the cyclicality on the commodity markets can earn a lot of money. In addition, commodity types are abundant such as precious metals, oil & gas, industrial metals or the broad field of strategic metals and rare earth metals. Precious metals stocks currently offer many opportunities. Goldman Sachs forecasts a gold price of USD 2,000 for the second half of the year. Demand for silver significantly exceeds supply, which should also lead to a price increase in the coming months. Already a year ago, the US bank JP Morgan drew a very bullish scenario for oil and was correct. In the following, we present three yield boosters for your portfolio.

time to read: 4 minutes by Carsten Mainitz
ISIN: CA0679011084 , CA25039N4084 , GB0007980591

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



Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

About the author


Gold performed very well in 2020, marking an all-time high at just under USD 2,100 last summer. 2020 saw vast inflows of gold-backed exchange-traded funds, which explained the excellent performance. At the beginning of this year, the precious metal was still trading well above USD 1,900. Currently, the price is consolidating below the USD 1,800 mark. The fundamental bullish gold scenario was clouded in recent days by good US economic data. According to this data, the US gross domestic product increased by 6.4% in the first quarter compared to the previous quarter - the third quarter in a row - and exceeded market expectations.

Nevertheless, a whole series of arguments suggest that the gold price should still be significantly higher this year. Goldman Sachs cites several reasons: a falling US dollar, rising inflation expectations and an economic revival in the emerging markets. In addition, the experts also expect higher copper prices. Given these prospects, the shares of the world's second-largest gold producer are almost an obvious choice. Barrick owns many of the world's most productive gold areas and also has many first-class copper projects. What higher commodity prices can do for producers was impressively underpinned by the figures for the past fiscal year.

At prices of around CAD 26, the large-cap Barrick is valued at CAD 47 billion. Given the excellent quality of the commodity portfolio, which extends over 13 countries, the Canadians have a profitable operating business and net cash and undrawn credit lines, thus a strong market position overall. This conclusion is also reached by the majority of analysts covering the stock. On average, the experts formulate a price target of CAD 35.75, representing an upside potential of around 36%! This Wednesday, May 5, the Group will publish its Q1 figures.

DESERT GOLD VENTURES INC - It remains exciting

Desert Gold Ventures is a Canadian gold exploration and development Company focused entirely on deposits in the African state of Mali. While Mali may not be immediately familiar to some investors as a resource-rich country, its position as Africa's #4 gold producer is noteworthy. Mali is also popular as a jurisdiction. Many major players are active there, some close to Desert Gold Ventures. The Canadians' portfolio focuses on two gold exploration permits with large land areas: the SMSZ project and the Djimbala project in western Mali.

In mid-April, the Company announced an update on the SMSZ project. There are 5 large mines near the SMSZ project, both north and south. According to company reports, the 410 sq km property is the most extensive contiguous non-producing land package in this region of the country. Furthermore, exploration drilling is progressing well, with just over a quarter of the planned 20,000 meters of drilling currently completed. In places, up to 1,452ppb of gold has been discovered. Results available to date have also identified 10 additional target areas.

The ongoing exploration program will continue to provide investors with exciting news in the coming weeks. The SMSZ project is enormous. Good results could quickly catapult the price into other regions. When gold was trading at nearly USD 2,100 last summer, the stock was at CAD 0.35. Now, just CAD 0.18 is being called on the stock exchange, bringing it to a very manageable market capitalization of CAD 25 million. Investors should not lose sight of this potential doubler.

BP - Share buybacks start in the second quarter

Last week, the oil price climbed to its highest level in over a month. Both Brent and WTI were trading near 52-week highs. The short-term price driver was a combination of declining US petroleum product inventories and emerging stronger demand from global consumption. In the wake of vaccination advances and a pickup in economic activity, the US government reported that petroleum inventories fell last week. In addition, the US investment bank Goldman Sachs Group was very positive about the short-term prospects for black gold and expects an unprecedented jump in global oil demand in the near future. In an interesting snapshot, gasoline prices in California climbed to USD 4 a gallon last week for the first time in a year and a half as restrictions were eased. Elsewhere in the world, such as India and Brazil, on the other hand, hardship is growing, reminding us that massive setbacks on the road to normalcy can occur at any time.

BP shares should also benefit significantly from the positive macro environment described above. On April 27, the USD 85 billion group published its Q1 figures and was able to inspire. Thanks to disposal proceeds, solid operating business development in combination with a higher price level, the Group succeeded in generating a strong cash flow. As a result, this had a positive impact on the net debt target, which has now been achieved one year early. BP plans to start buying back shares again in the second quarter. The attractive dividend policy will be continued. Currently, the stock has a 2022 P/E of a moderate 9 and promises an annual dividend yield of around 5%. All in all - the stock has upside potential.


Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

About the author

Conflict of interest & risk note

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23. July 2021 | 14:37 CET | by Carsten Mainitz

Endeavour Silver, Aztec Minerals, ThyssenKrupp - Spoilt for choice: silver, gold or steel?

  • Commodities

Despite recent setbacks in commodity prices and share prices, most experts believe that the current commodity bull market will continue for some time. The drivers are likely to be the global economic stimulus programs to overcome the consequences of the Corona Crisis, the climate crisis and the associated need for an energy turnaround, as well as the Chinese economy's continuing hunger for raw materials. The Chinese recently announced their intention to liquidate raw material reserves to stop the market price rally, putting a damper on some raw material prices. Still, many analysts believe this is more likely to be a short-term flash in the pan, given the overall situation. Below are three favorably valued stocks with which investors can profit from commodities.


22. July 2021 | 13:45 CET | by Carsten Mainitz

First Majestic Silver, Carnavale Resources, Newmont - Get in early!

  • Commodities

Do you want to chase the trend or invest in time before a price jump and then sit back and relax when the price rises? For the second option, an investment in gold stocks is the way to go. We are still some distance from the past year's highs, but there are many indications that precious metal prices will rise in the medium term. We give you three investment ideas on the way. Buy, hold, enjoy.


16. July 2021 | 10:20 CET | by Carsten Mainitz

Gazprom, Desert Gold, Orocobre - Raw materials remain on course for growth

  • Commodities

Raw materials are an important industrial commodity. If there are no raw materials, there are no industrial goods. When you think about this, it quickly becomes clear why commodities will always remain an important investment topic. Of course, there are phases in which some commodities are more attractive than others. The following three stocks can be used to take advantage of precisely this circumstance. Which stock has the greatest potential?