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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%"


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
ISIN: CA0679011084 , US6516391066 , CA36249G1090


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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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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Daimler, Aztec Minerals, Varta: How growth investments succeed

  • Commodities

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08. September 2021 | 11:33 CET | by André Will-Laudien

BYD, Teck Resources, GSP Resource, Varta - Commodity rally three point zero!

  • Commodities

There is a growing concern in the German economy that rapidly rising raw material prices will jeopardize the upswing in the future. Thus, the head of the Munich-based economic research institute Ifo, Clemens Fuest, warns: "If commodity prices continue to rise significantly across the board in the coming years, this could become a problem." He is referring to the upswing because supply chains are already severely disrupted by the pandemic. The temporary failure of the Suez Canal has even led to a delay of several months in the delivery of high-tech products.

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