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Dirk Harbecke, Executive Chairman, RockTech Lithium Inc.

Dirk Harbecke
Executive Chairman | RockTech Lithium Inc.
600 – 777 Hornby Street, V6Z 1S4 Vancouver (CAN)

info@rocktechlithium.com

Rock Tech Lithium: Where Canadian Mining Meets German Engineering


Andrew Davidson, CEO, Royal Helium Limited

Andrew Davidson
CEO | Royal Helium Limited
224, 4th Avenue South, S7K 5M5 Saskatoon (CAN)

davidson@royalheliumltd.com

+1 (306) 281-9104

Royal Helium CEO Andrew Davidson on NASA, SpaceX and the path to dynamic growth


Craig Taylor, CEO, Defense Metals

Craig Taylor
CEO | Defense Metals
605-815 Hornby St., V6Z 1T9 Vancouver (CAN)

craig@defensemetals.com

+1 (778) 994 8072

Milestones, ESG as an USP and the new openness of policy toward rare earths outside China - Defense Metals provides backgrounds


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


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

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.


Related comments:

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

Barrick Gold, Varta, Osino Resources - Into the Fallen Angels!

  • Gold

For more than 6 months now, the gold correction continues. The high of USD 2,075 in August 2020 went down in waves until a cyclical low of USD 1,687 was reached last week. The trigger was the inflation warnings celebrated by Fed Chairman Powell, which sent the US bond market into the basement. The 30-year US bond (long T-bond) has now lost a full 10 points in price since October 2020, and the yield currently stands at 2.31%. Inflation bells ring at yields above 2.50% - so the distance to the signal line is no longer too great. If the ghost of inflation returns, the precious metals are likely to jump.

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08. March 2021 | 09:00 CET | by Nico Popp

TUI, Desert Gold, Barrick Gold: Investing solidly in the future

  • Gold

Rarely have Bild and Spiegel been in such agreement: the German government has failed in the pandemic. Meanwhile, there are even calls for resignations. But despite the stuttering start to vaccinations and the lack of rapid tests, one thing is sure: the pandemic will reach its end in the medium term, and with this, economists expect a boost for the economy. Which stocks will benefit most and where can investors already get a foot in the door today?

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04. March 2021 | 09:10 CET | by André Will-Laudien

SKRR Exploration, First Majestic, Lufthansa - These values take off!

  • Gold

Once again, a sell-off day for the precious metals! Often observed these days, in the morning, a stabilization of spot prices, US trade hardly sets in: Out with it! All supposed price gains are used on the other side of the Atlantic to sell short again. Yesterday, we started at USD 1,740 and ended up at the low of USD 1,702 - a minus of 2.2%. The strategy makes perfect sense in light of rising yields: Higher interest rates damage gold holdings - but they also indicate burgeoning inflation. And if this ghost continues to sail the halls, there will ultimately be a run on gold and silver. Only, as always, it's not the time yet, but it will not be long either!

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