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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


17. February 2021 | 10:45 CET

Barrick Gold, Triumph Gold, Yamana Gold - All good things come in threes - and gold!

  • Gold
Photo credits: pixabay.com

Since the summer of 2020, the majority of gold stocks have been correcting. The precious metal price reached a peak value of USD 2,074 at that time but then switched into reverse gear - apart from a brief upward movement at the beginning of the year - and is currently quoted around the USD 1,800 mark. For anti-cyclical and long-term investors, but also for short-term traders, the current situation offers exciting opportunities. The broad-based bull market on the stock markets and in the area of cryptocurrencies is brimming with optimism. Despite a - and also shared by us - positive assessment of the capital market environment, corrections will continue to occur in the future. The trigger, duration and massiveness are written in the stars. However, one rule of thumb has almost always proven itself: in phases of fear and uncertainty, gold gains value as a crisis currency. With good quality gold stocks, investors are then on the winning side. Where is it worth investing now?

time to read: 2 minutes by Carsten Mainitz
ISIN: CA8968121043 , CA0679011084 , CA98462Y1007


Bill Guy, Chairman, Theta Gold Mines Limited
"[...] Both the geology and the infrastructure around the project make for a very attractive cost structure. We expect to be able to produce at 50% of the current gold price. [...]" Bill Guy, Chairman, Theta Gold Mines Limited

Full interview

 

Author

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

About the author


BARRICK GOLD CORPORATION - Q4 figures to be published on February 18

In mid-January, Barrick Gold had already published production data for the final quarter and achieved the advised target range in gold and copper production. But the output of 4.8 million ounces of gold and 457 million pounds of copper still says nothing about profitability. The Company will complete the picture tomorrow with the complete data for Q4 and the past fiscal year.

The Company's announcements in recent weeks are positive, as the group reported several projects and holdings that posted better-than-expected numbers for the past year, as well as a continuation of positive trends.

Barrick Gold is the world's second-largest gold producer and owns many of the world's most productive gold properties. Thus, investors benefit from rising quotations of the precious metal. Additionally beneficial is the group's involvement in several copper projects. The industrial metal has performed very well in recent months. Market experts expect the price increase to continue in the wake of rising demand from the electromobility sector. Barrick shares have fallen by around a third since the summer of 2020. In our opinion, this is a good level for (new) engagements.

TRIUMPH GOLD CORP - Acquisition of acreage near the Freegold Mountain project

Canadian exploration Company Triumph Gold is focused on developing the Freegold Mountain gold-copper project in the Yukon Territory, a very mining-friendly jurisdiction in northwestern Canada.

Earlier this month, the Company announced it was acquiring 258 claims adjacent to the zones of the 200 sq km Freegold Mountain project in an attractive transaction. Not only does this increase Triumph's footprint in the region, but it also brings a new high-profile major shareholder to the table, namely, Teck Resources. The multi-billion-dollar corporation is Canada's largest diversified resource Company. Teck invests, in particular, in the copper, steel, coal and zinc sectors. Teck will receive 1.25 million Triumph shares as part of the transaction. With an eye on potential production in the future, the giant has secured a 1.5% net smelter return on copper production from the divested Big Creek project. This deal is a win-win for both buyer and seller, in our opinion.

To date, the market has not adequately priced in Triumph Gold's potential. The stock market value of CAD 25 million in no way reflects the project's opportunities, with a now even larger area.

YAMANA GOLD INC - Analysts see more than 50% price potential

Yamana is a mid-tier producer of gold, copper and silver. Last week, the Canadians published excellent Q4 figures. However, these were largely ignored by the market in the wake of the falling gold price. Yet an increase in profits from CAD 14.6 million to CAD 103 million is no mean feat. Also, Yamana increased its quarterly dividend by 50%.

In the past, Yamana has not only grown organically but also through a series of transactions. Currently, the Company's market capitalization is CAD 5.7 billion. Since the high last summer, the share price has lost about a third and is now at about CAD 6.

The majority of analysts following the Company see the stock as undervalued and recommend the shares as a buy with an average price target of CAD 9.15. This number corresponds to a price change of more than CAD 6 billion, which corresponds to a price opportunity of over 50%.


Author

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

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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