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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


05. August 2020 | 07:06 CET

Barrick Gold, Osino Resources, Triumph Gold - who will double next?

  • Gold
Photo credits: pixabay.com

August 4th, 2020 will probably go down in history books, the day when the gold price first climbed above the USD 2,000.00 mark. But perhaps it will also lose significance, because the USD 2,500.00 and USD 3,000.00 mark may soon fall. Why? Quite simply because, as the money supply increases, more and more people are fleeing into the oldest currency in the world: gold. The advantage of physical gold over certificates and other printable products is its uniqueness. While central banks around the world print money to maintain social peace during the Corona restrictions, the price marks for physical gold will fall like dominoes.

time to read: 2 minutes by Mario Hose


Nick Mather, CEO, SolGold PLC
"[...] We knew the world was rapidly electrifying and urbanising and needing significant amounts of copper to do so. [...]" Nick Mather, CEO, SolGold PLC

Full interview

 

Author

Mario Hose

Born and raised in Hannover, Lower Saxony follows social and economic developments around the globe. As a passionate entrepreneur and columnist he explains and compares the most diverse business models as well as markets for interested stock traders.

About the author


Gold production will shrink

Companies such as Barrick Gold, Iamgold and Newmont are responsible for the gold supply. Without these large producers, it would be impossible to satisfy the appetite of the market. However, experts also expect gold production to peak in 2020. According to forecasts, this year around 118 million ounces of gold will be brought to the market by the largest producers. Starting next year, a decline in the annual quantity is expected. In 2029 only 65 million ounces of gold are expected to reach the market. There is still some time to go before then, but a decline of around 45% in annual production volume by the end of the decade has the potential to cause some panic.

Gold supply is getting harder

B2Gold, Barrick Gold and Newmont, as well as the other big names, have already recorded a reduction in reserves of around 34% overall since 2012. In addition, the time window from discovery to production is lengthening on average from year to year. Whereas in 2000 it took around ten years to extract the first gold, by 2010 it will have taken 20 years and by 2020 it is expected to take 30 years. The reasons for this include environmental protection requirements and approval procedures.

Takeovers and mergers will increase

The producers are aware of this development and are also engaged in the exploration and development of their own projects. As the price of gold rises, the margins of these companies will increase significantly and fill the war chest for takeovers and mergers. The focus will soon be on companies in the exploration and development stage that have already discovered or are about to discover more than one million ounces of gold. Ideally, takeover targets in already established regions.

Focus is on exploration

There are some companies that could be considered as a possible target. Osino Resources is focused on the development of its own gold projects in Namibia. CEO Heye Daun has successfully built up a company in the past and sold it to B2Gold. Osino is now also active in the familiar neighbourhood and will probably be taken over by a large producer in the foreseeable future.

Triumph Gold has projects in the Yukon and Newmont is already the largest shareholder. It is expected that these companies will be able to expand the gold deposits with further drilling, thus increasing the probability and value of a takeover. Exploration, i.e. the work of these companies, for example, is where the future supply for the major producers comes from.


Author

Mario Hose

Born and raised in Hannover, Lower Saxony follows social and economic developments around the globe. As a passionate entrepreneur and columnist he explains and compares the most diverse business models as well as markets for interested stock traders.

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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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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19. January 2021 | 10:19 CET | by Carsten Mainitz

Sibanye-Stillwater, Desert Gold Ventures, Barrick Gold - Take advantage of the consolidation to enter quickly!

  • Gold

When the broad stock market is bullish and the prices of cryptocurrencies go through the roof, it is expected that crisis-proof investments stagnate or fall. Such has been the case with gold recently. But even if the bull market feeds the bull market, a stock market correction is inevitable. Corona and central bank policies' economic scars are too massive to be ignored in the long run. Profiteers from this new reality will undoubtedly be precious metals prices. Those who have fair quality shares of gold producers or gold explorers in their portfolio will outperform the gold price. We present three promising players, where an engagement in the current gold price consolidation will pay off.

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19. January 2021 | 09:14 CET | by André Will-Laudien

Fokus Mining, Yamana Gold, HelloFresh: The lockdown can come!

  • Gold

Another lockdown is expected today. Until early January, almost nothing moved in Germany. The stock exchanges started the new year with optimism and produced immediate new highs, but now disillusionment has returned. The markets probably had a gradual easing in mind, but the trend is more toward further tightening. China has already got back on the growth curve with a GDP of plus 6.5% in the last quarter. We enjoy such figures with caution and look at selected, successful companies.

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