Menu

Recent Interviews

Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG

Dr. Thomas Gutschlag
CEO | Deutsche Rohstoff AG
Q7, 24, 68161 Mannheim (D)

info@rohstoff.de

+49 621 490 817 0

Interview Deutsche Rohstoff AG: "We can imagine additional investments in the field of electromobility."


Steve Cope, President, CEO and Director, Silver Viper

Steve Cope
President, CEO and Director | Silver Viper
1055 W Hastings St Suite 1130, V6E 2E9 Vancouver (CAN)

info@silverviperminerals.com

+1-604-687-8566

Interview with Silver Viper: Future price drivers and takeover fantasy


Karim Nanji, CEO, Marble Financial

Karim Nanji
CEO | Marble Financial
1200-1166 Alberni Street, V6E 3Z3 Vancouver (CAN)

info@marblefinancial.ca

+1-604-336-0185

Interview with Marble Financial: Fintech innovator plans expansion into the US


02. March 2021 | 09:15 CET

Barrick Gold, Deutsche Rohstoff AG, K+S: Beating inflation by a whisker

  • commodities
Photo credits: pixabay.com

Yesterday, consumer prices in Germany rose more sharply than at any time since the beginning of the pandemic: inflation climbed by a whopping 1.3% year-on-year in February. Market observers see this figure as an indication that inflation could become an issue again in the medium term. There are several approaches to hedge against inflation. In addition to investments in commodities, equities are another option. Commodity stocks combine the best of both worlds. We present three stocks.

time to read: 3 minutes by Nico Popp


 

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


Barrick Gold: Giant without a target

The share of Barrick Gold currently provides negative headlines. While the gold price is weakening, the share price of the largest gold producer is crumbling away. Last year, Barrick Gold still scored with billions in free cash flow and a special dividend. But these effects have now wholly evaporated. In the last three months, the stock has fallen by a whopping 20%. And all this despite the fact that Barrick Gold can continue to mine profitably at current gold prices. So why this price drop?

There are exaggerations on the stock market - these apply to the upside and the downside. The current rising yields in the bond market feed the hope of rising interest rates. Higher interest rates make gold less attractive compared to the US dollar. In addition, Barrick Gold currently does not know where to put its money. The Company would have to invest but has hardly any goals in mind. The fact that the Company wants to get a foot in the door with copper shows how challenging the situation is. Despite a low valuation, the stock is not getting on track. Nevertheless, those who think long-term and can endure a lean period can take a closer look at Barrick Gold.

Deutsche Rohstoff AG: Inflation winner with an exciting portfolio

The Deutsche Rohstoff AG share is already managing to make any inflation fears evaporate. The reason: The Company is an oil producer and profits from the rising prices of the "black gold." If you look at Brent crude oil's price chart, it has already left the crisis completely behind. Deutsche Rohstoff AG continues to be involved in tungsten and gold and holds minority interests in existing companies. One of the centerpieces is the share in Almonty Industries. The tungsten company is currently bringing the largest tungsten mine outside China into production and already has producing mines in Spain and Portugal.

Deutsche Rohstoff AG's share price has risen by a whopping 40% over the past three months and is currently preparing to break out of its multi-year downward trend. The Company has been on the market for many years, has a great deal of expertise in commodities, and boasts a diversified portfolio. The Company, which produced up to 8,000 barrels of oil a day before the crisis, could be an exciting choice, especially for investors who want to add commodities to their portfolio as a hedge against inflation.

K+S: Uncertainty remains in the end

For many months, the K+S share was also considered an attractive choice for commodity investors. But then irregularities brought BaFin onto the scene. The supervisory authority suspects an error in a write-down of around EUR two billion. As the MDAX-listed group's balance sheet is already considered to be troubled, the consequences of the latest scandal could be far-reaching. Previously, the outlook for K+S seemed rosy: The Group had just sold its struggling US business and was preparing to take off again, boosted by the favorable situation on the market. The share price has recovered some of the losses in the wake of the recent incidents, but the bottom line remains uncertain. Although K+S appears to be predestined as an inflation investment, investors would be better advised to wait and see.

The Deutsche Rohstoff AG share could prove to be a more suitable investment. The Company has several irons in the fire and, as an oil producer, scores points with the "inflation commodity" par excellence. Also, further impetus could come from the imminent openings of major economies. Since the high inflation rates have not yet had a positive impact on gold, Barrick's stock remains only the second choice in a direct comparison.


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.


Related comments:

12. March 2021 | 08:43 CET | by Nico Popp

Barrick Gold, Scottie Resources, Yamana Gold: Not only gold shines here

  • commodities

Quite a few market observers expect commodities to be at the beginning of a new supercycle. Recent inflation data also suggests that commodity prices will continue to rise. According to some observers, if inflation picks up speed in times of global lockdowns, this must be a significant signal for the post-crisis period. Indeed, the world is poised for a major return to normalcy in the second half of 2021. We highlight stocks that already look promising given this starting point.

Read

22. February 2021 | 07:40 CET | by André Will-Laudien

Deutsche Rohstoff, Glencore, Standard Lithium - Millennial Lithium: Find the best commodity stocks!

  • commodities

Metal prices are going through the roof! Since it is clear that e-mobility and decentralized electricity storage have become the top investment topics of the coming years, metal prices are flying. Nickel and copper reached new 5-year highs of USD 18,900 and USD 8,440, respectively. Driven by unexpected industrial demand, mines are also running at top speed. The reason is undoubtedly the underestimation of the fundamental economic trend by market participants, and there is no sign of cooling in the technology-driven manufacturing companies despite the pandemic. Here we take a look at some of the winners of this trend.

Read