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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)

info@carnavaleresources.com

Interview Carnavale Resources: Good cards for long-term success


Bill Guy, Chairman, Theta Gold Mines Limited

Bill Guy
Chairman | Theta Gold Mines Limited
Level 35 (ServCorp), Intl Tower One 100 Barangaroo Ave, 2000 NSW Australia (AUS)

info@thetagoldmines.com

+61 2 8046 7584

Interview Theta Gold Mines: This team has already brought 20 mines into production


David Mason, Managing Director, CEO, NewPeak Metals Ltd.

David Mason
Managing Director, CEO | NewPeak Metals Ltd.
Level 27, 111 Eagle Street, QLD 4000 Brisbane (AU)

info@newpeak.com.au

+61 7 3303 0650

Interview New Peak Metals: Many chances for great success


25. May 2021 | 08:44 CET

Barrick Gold, Newmont, GSP Resource: With this stock from the start

  • Commodities
Photo credits: pixabay.com

Gold is trading around USD 1,900 again. At the same time, inflation data is picking up and Bitcoin is proving extremely volatile. These are good conditions for companies in the gold and commodities sectors. Although the shares of the best-known representatives are already slowly picking up, there are still numerous laggards. Commodity stocks have a lot to offer, from conservative to speculative - we outline this below using three stocks as examples.

time to read: 2 minutes by Nico Popp


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

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: Where is the price fantasy?

Barrick Gold has gained 7.3% in the last four weeks on the stock market. Nevertheless, over the course of a year, the share price has lost around 15.5%. Why? Shortly after the pandemic outbreak, Barrick Gold benefited from the rescue packages hastily launched worldwide and reached a preliminary record price of around EUR 25 last September. But what has happened since then?

Despite bubbling profits, Barrick Gold investors are worried about the future. Commodity companies need to replace their reserves. At Barrick, the big acquisitions were made a while ago. Investors fear the Company does not have much of a growth perspective. Barrick already had to pay a special dividend last fall. Although this made investors happy for a short time, most Barrick shareholders would have preferred an acquisition. The share mastered the 200-day line only recently, which means that the stock is once again in an upward trend. However, it is not clear whether the share will now rise more dynamically. The investment backlog is weighing on Barrick Gold.

Newmont: At a new high thanks to copper

Newmont, on the other hand, is somewhat further ahead. The mining group recently reached a new all-time high and is thus clearly ahead of Barrick. **However, it would be premature to conclude from this that Barrick now has catch-up potential. While copper occupies only a very small space as a by-product at Barrick, the popular industrial metal plays a much more significant role at Newmont.** As Tom Palmer, the CEO of Newmont, recently announced, the share of copper in production will be between 15% and 20% by the end of the decade. To this end, Newmont has several "mega-projects" in its sights. At the same time, Newmont remains convinced that gold will maintain its current level, which is a suitable environment for Newmont.

The fact that Newmont's stock has already moved into new spheres is no wonder given the announced copper offensive. Investors want a growth perspective, and Newmont is delivering. Only when Barrick follows suit or the gold price climbs to new heights should this share also pick up further momentum. For the time being, Newmont has won the duel between the big players in the gold sector.

GSP Resource: Teck neighbor currently worth only 5 million

The GSP Resource share is more of a speedboat than a fat ship. What Newmont and Co. can achieve in a good year, the shares of GSP Resource could well achieve in a week. The reason: The Company has a fascinating copper project in its portfolio and is only valued at around EUR 5 million. GSP is developing the Alwin Mine in southwestern British Columbia. The highlight: The property is one hundred percent surrounded by land owned by Teck Resources. Right next door, the commodities giant is mining copper at its Highland Valley mine. Since GSP Resource has already drilled grades of 1.29% copper equivalent over a distance of 14.1 meters in initial drill samples and plans to continue exploring in 2021, the Company is considered a takeover candidate.

While several companies in the vicinity of the mine could acquire GSP Resource's project, a collaboration with Teck is obvious simply because of the proximity. Teck produced 101,000t of copper in 2018 near GSP Resource. The mine has grown steadily over the years. Given the attractiveness of copper in the market, the prominent location of the historic Alwin Mine amid Teck's properties, and GSP Resource's small market cap, growth-oriented investors may want to take a closer look at the value. GSP Resource also has a second iron in the fire with the Olivine Mountain project.


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.


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NewPeak Metals, Barrick Gold, Aurelius - A league of their own, performance without end!

  • Commodities

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Glencore, Barrick, Sibanye, Carnavale Resources - Inflation drives commodities!

  • Commodities

The metal prices are going through the roof! After the first shock last week, when the People's Republic of China announced that it wanted to actively "fix" the prices for raw materials in the future, the next hammer followed at the end of the week: The consumer price index (CPI) in the USA set inflation at 5% - the highest level since mid-2008. Nevertheless, the central banks still see no reason to reduce the expansive monetary policy; risking an economic collapse in this fragile situation is too high. Given these settings, there are now two options for commodity investors to protect themselves against rising inflation: Invest directly in commodities or buy stocks in the commodities sector.

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