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Jim Payne, CEO, dynaCERT Inc.

Jim Payne
CEO | dynaCERT Inc.
101-501 Alliance Avenue, M6N 2J1 Toronto, Ontario (CAN)

jpayne@dynacert.com

+1 416 766 9691

dynaCERT CEO Jim Payne on attractive hydrogen opportunities


Sebastian-Justus Schmidt, CEO and Founder, Enapter AG

Sebastian-Justus Schmidt
CEO and Founder | Enapter AG
Ziegelhäuser Landstraße 1, 69120 Heidelberg (D)

info@enapterag.de

Enapter AG CEO and founder Sebastian-Justus Schmidt on the future of hydrogen


John Jeffrey, CEO, Saturn Oil & Gas Inc.

John Jeffrey
CEO | Saturn Oil & Gas Inc.
Suite 1000 - 207 9 Ave SW, T2P 1K3 Calgary, AB (CAN)

jjeffrey@saturnoil.com

+1-587-392-7900

Saturn Oil & Gas CEO John Jeffrey on the future of the company and ESG


10. December 2020 | 11:33 CET

Barrick Gold, Newmont, Triumph Gold: Where can you get a 300% return?

  • Gold
Photo credits: pixabay.com

Even though the gold price has taken a breather in recent months, the general conditions for the crisis metal are still favorable. All over the world, central banks and governments are overturning support measures. In Germany in particular, the consequences of the pandemic restrictions are aggressively cushioned - at the expense of higher new debt. Meanwhile, it is clear that in economies such as the USA, corona aid has been effective. In some cases, the net wealth of households have even increased. But this points to a consumption backlog, which could result in rising prices and thus a growing awareness of inflation. In the first half of 2020, the gold price has already shown how sensitive it can react to such a development. Now that gold has regained its strength after the price losses, it may be a good time to enter the market.

time to read: 3 minutes by Nico Popp


Jared Scharf, CEO, Desert Gold Ventures Inc.
"[...] Our SMSZ project is the largest contiguous land package of any exploration company in the region at 400km2 and overlays a 38km portion of the prolific Senegal Mali Shear Zone. [...]" Jared Scharf, CEO, Desert Gold Ventures Inc.

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 with comeback potential

One company that is often the first choice for gold investments is Barrick Gold. The world's largest gold producer is currently earning big profits due to the high resale prices and is swimming in money. If the cash flows are so lavish, companies from the gold sector have often gone into acquisition mode. But these acquisitions are currently proving difficult—the reason: Travel to properties is only possible to a limited extent. Companies like Barrick, therefore, continue to sit on large cash reserves.

Despite the good general conditions, the Barrick Gold share has come back in recent weeks and has become cheaper. Although many gold connoisseurs see the decline as a welcome consolidation, the market seems to have exaggerated. Some insiders at Barrick also see it that way and have recently taken action. Despite the lower gold prices, the gold giant may still have been able to bring its sparkling commodity to buyers at prices of around USD 1,800 an ounce - this is more reason to cheer than to sell. The fact that the stock is currently trading at the April level may be a welcome opportunity for all investors who have missed the gold train so far.

Newmont with relative strength

Newmont's share is in a much better position - the share price has been moving sideways recently and has coped very well with the consolidation on the gold market. Newmont recently announced its production planning until 2025, which envisages a slight increase in production volumes. As these figures are subject to possible acquisitions, investors do not need to over-interpret them. However, the production costs speak a clear language, which should be around $ 970 an ounce in 2021. This figure alone shows that smaller consolidations do not play a significant role for Companies like Barrick and Newmont - whether gold is at $1,900 or $1,750 is irrelevant. What is decisive is the major trend, and this appears to remain intact, even given the political framework conditions.

Triumph Gold: Fully financed with illustrious neighbours

In view of this, the share price performance of the Canadian gold Company Triumph Gold is all the more surprising. The share is currently trading around the March level. It seems that the market has lost interest in many companies whose gold projects are not yet in production. However, Triumph is anything but uninteresting: The Company operates in the Canadian Yukon and has CAD 6 million cash in the bank. The drilling program for 2021 is thus fully financed. When you hear representatives of the Company speaking, they sound very relaxed about the project.

The Freegold Mountain project has a road and is located only about 175 kilometers from a deepwater port. In the immediate vicinity, Newmont is driving the Coffee Creek project forward. Spicy detail: If one wants to connect this project to the city of Carmacks by the shortest route, the route leads via Triumph's Freegold Mountain project. Perhaps this is also the reason why the mining giant already holds 12.8% of Triumph's shares. Another well-known investor is the Zijn Mining Fund. Another almost 42% of the shares are in institutional hands.

Gold stocks: From speculative to leisurely

Investors who are looking for gold stocks can take several paths: stocks such as Barrick or Newmont are known worldwide and offer a solid investment. The short-term potential of Barrick may appear somewhat more significant than that of Newmont, which has been very stable recently. If it should be more speculative for investors, stocks such as Triumph are also an option. With a market capitalization of less than EUR 12 million and cash on hand of CAD 6 million, the valuation currently appears to be low. If the gold rush ebbs away, however, stocks like Triumph can quickly disappear into oblivion. However, if the bull market picks up speed again, the potential is all the greater: Triumph's share price more than quadrupled between March and July 2020. Given the general conditions, the value is an exciting option for speculative investors.


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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  • Gold

Stocks below the 1 dollar or euro mark, so-called penny stocks, are often sweepingly pigeonholed. Of course, there are some ailing companies or bankruptcy candidates among the penny stocks. When assessing the risk structure, it is also helpful to look at the nominal value. If this is only cents or fractions of cents anyway, then it is relatively "normal" that many companies are quoted in cents range. For investors and traders, however, the commitment in penny stocks has a decisive positive side effect. The mere fact that the share certificates are visually cheap makes them easier to buy, which increases trading volume and price movements. Thus, information that has not yet been adequately understood by the broad market and incorporated into the price is an excellent opportunity to make money. We present three penny stocks that should continue to gain in the near future.

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  • Gold

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20. January 2021 | 09:58 CET | by Nico Popp

Lenovo, Triumph Gold, K+S: Are the stragglers jumping now?

  • Gold

Looking at the stock market today, one sees the major indexes at record highs and stocks, like Tesla and Ballard Power, far from anything that can be reasoned with. The current situation is a deterrent to many investors. But that's a mistake. Instead of staying completely out of the market, it's worth taking a look at stragglers. These still exist today. Many of these stragglers are indirectly benefiting from strong major trends and could be on the verge of a revaluation. Three of these representatives are Lenovo, Triumph Gold and even K+S.

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