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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%"


12. November 2020 | 11:33 CET

Barrick Gold, Palantir Technologies, Osino Resources: Take a deep breath!

  • Gold
Photo credits: pixabay.com

Small clearance sale! On wild vaccine Monday, the price of gold fell nearly USD 100 but has so far held at the critical support level of USD 1,850 after Pfizer and BioNTech announced a potential vaccine against the COVID-19 virus. Many investors hold gold and silver (also beaten by 7%) as crisis protection. This can go wrong in the short term - but in the long term, it is exciting.

"The virus may disappear, but that doesn't mean that economic growth will turn around on a cent," said Ole Hansen, Head of Commodity Strategy at Saxo Bank. "A lot of damage has been done that cannot be easily repaired or will take a long time to fix". That's just the way it is - COVID-19 changes a lot of things, especially the risk mentality of people. The economies have to go in new directions in 2021/22.

time to read: 4 minutes by André Will-Laudien
ISIN: CA68828L1004 , CA0679011084 , US69608A1088


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

André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

About the author


Barrick Gold - winner in the crisis

Barrick Gold Corp. reported a net income of USD 882 million, or 50 cents per share, for the third quarter of 2020 compared to USD 2.3 billion, or USD 1.30 in the same quarter last year. Excluding non-recurring items, adjusted earnings per share were 41 cents, up 173% year-on-year. This figure also exceeded the consensus estimate of 32 cents. Barrick has mastered the COVID crisis very well.

Total gold production in the third quarter was approximately 1.16 million ounces, down 11.6% from the previous year. However, the average realized gold price is outstanding, which was USD 1,926 per ounce in the quarter, an increase of 30.5% year-on-year. The margin remained unchanged year-on-year at USD 1,065 per ounce, while costs continued to decline by 1.8% year-on-year to USD 966 per ounce.

Barrick operates one of the most profitable mines in the Democratic Republic of Congo (DRC), Kibali. In 2019, Barrick produced a total of 814,000 ounces of gold at "all-in sustaining costs (AISC)" of a staggering USD 693 per ounce! According to its statement, the Company has been looking for a successor to this world-class mine. A successor whose reserves are of course not inexhaustible. Barrick currently has a market capitalization of USD 46.1 billion and is a heavyweight in many commodity funds around the world.

Palantir Technologies - On the tracks of COVID

The IPO of Palantir Technologies Inc. was not launched under a lucky star. The shares were placed very favorably to the Company founders, and Friends and Family a few years ago, and were initially challenging to trade. However, the secretive data Company is technologically very much in demand. The German entrepreneur and venture capitalist, Peter Thiel, has a 29.8% stake in the Company and was long considered a supporter of Donald Trump. The stock exchange prospectus revealed that Palantir closed the past year with red figures of around USD 590 million - and in 2018 it was down by almost USD 600 million. Turnover in 2019 rose by a quarter to nearly USD 743 million.

Palantir specializes in data analysis and works a lot with security agencies and secret services, especially in the USA, one of the reasons why the Company keeps a low profile in terms of its business and its customers. With the Palantir software, governments want to gain a better understanding of the COVID pandemic. Sources reported to the Financial Times that so-called "test and trace officials" in the British government have been talking about using Palantir Foundry software to manage sensitive contact tracking data. The UK has more than 1 million confirmed coronavirus cases, and 47,340 people have died of the disease. The official goal is to gain a much deeper insight into how the virus spreads so that the government can act more quickly and accurately. As for data protection - this is something that is deliberately kept quiet.

Today, after hours, Palantir publishes its Q3 figures. Analysts expect the Company to report sales of USD 279 million and earnings per share of USD 0.03. For the full year, Palantir projected revenues of USD 1.05-1.06 billion, which is approximately 42% more than 2019, and with a market capitalization of USD 25.3 billion, this is a 25% factor on revenues. The valuation matches the Nasdaq - since the IPO on 30 September the share price has already increased by 50%.

Osino Resources - Gold not too scarce

Osino Resources Corp. is a Canadian explorer focused on the acquisition and development of gold projects in Namibia. The 23 exclusive prospecting licenses are located within the central and northern zones of the prospective Damara Gold Belt in Namibia, mainly near and along the strike of the producing Navachab and Otjikoto gold mines. Osino's focus in 2020 will be on advancing the exciting and new Twin Hills gold discovery and discoveries within the Karibib gold district. The goal is, of course, to sell at a good resource definition to the best bidding major, e.g., B2Gold. Similar projects in the past resulted in multiple factors of the original valuation in the case of a takeover.

Osino's core projects are conveniently located north and northwest of Namibia's capital, Windhoek. There they benefit considerably from Namibia's well-developed infrastructure with paved highways, modern railroads, and electricity and water in the immediate vicinity. Namibia can be described as mining-friendly and is praised as one of the most politically and socially stable jurisdictions on the continent. A good incentive for Osino to continue exploring new territory to consolidate its Namibian portfolio.

Osino's founders are experienced mining professionals with a solid track record in exploration and mine development. With good local relationships with government negotiators, a lot of positive things can be achieved. It could become an ideal takeover candidate for larger players in the gold business in one to three years if, by early next year, it becomes more apparent how large the deposits are. The speculative value has a capitalization of about CAD 135 million and tempts to buy. There are likely to be a few surprises here.


Author

André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

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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27. September 2021 | 12:52 CET | by André Will-Laudien

Central African Gold, TUI, Lufthansa - Attention, these were the lows!

  • Gold

The upward movement at the stock exchanges is very advanced because, in the last years, the higher valuation of the shares (and real estate) was funded by cheap money from the central banks. Now, however, inflation shows up in the statistics, for Europe officially a plus of 3,8%. This inflation rate, by its measuring method, corresponds little to reality. It is generally known, the actual price markup in the relevant goods might already lie beyond the 5% mark. One thinks here only of the exploding gasoline prices, the bread roll at the baker or the restaurant attendance after the reopening. Precious metals could be a tried and tested means of achieving real purchasing power protection. Let us do the math.

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24. September 2021 | 12:09 CET | by Carsten Mainitz

Troilus Gold, Rio Tinto, BHP - Exploit uncertainty!

  • Gold

The falling demand for iron ore by the world's largest consumer, China, has put enormous pressure on the prices for iron ore and led to the downward slide in the share prices of major players such as Rio Tinto and BHP. In the medium term, prices will have to rise again due to high demand. Likewise, precious metals should rise in times of high inflation, including copper, which is in demand due to the growth of electromobility, among other things.

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Alibaba, Kainantu Resources, MorphoSys - The turnaround beckons here

  • Gold

A stock that has fallen sharply can offer the chance to make significant gains relatively quickly. Kostolany once said, "What seems cheap can become much cheaper". In other words, one should be wary of reaching for the falling knife. The shares that you have on your watch list as turnaround candidates should be monitored as closely as possible in order to strike at the right moment. The first thing to do after a stock crash is to wait for it to bottom out. To do this, one observes the Company's earnings position. In addition, the Company's story should fit, and entry should be sought using chart technology. Then nothing stands in the way of more considerable price gains. Today, we look at three companies that could be on the verge of a turnaround.

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