Menu

Recent Interviews

Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG

Dr. Thomas Gutschlag
CEO | Deutsche Rohstoff AG
Q7, 24, 68161 Mannheim (D)

info@rohstoff.de

+49 621 490 817 0

Interview Deutsche Rohstoff AG: "We can imagine additional investments in the field of electromobility."


Steve Cope, President, CEO and Director, Silver Viper

Steve Cope
President, CEO and Director | Silver Viper
1055 W Hastings St Suite 1130, V6E 2E9 Vancouver (CAN)

info@silverviperminerals.com

+1-604-687-8566

Interview with Silver Viper: Future price drivers and takeover fantasy


Karim Nanji, CEO, Marble Financial

Karim Nanji
CEO | Marble Financial
1200-1166 Alberni Street, V6E 3Z3 Vancouver (CAN)

info@marblefinancial.ca

+1-604-336-0185

Interview with Marble Financial: Fintech innovator plans expansion into the US


26. March 2021 | 06:35 CET

Barrick Gold, Triumph Gold, Yamana Gold: This is how investors get their foot in the door with gold

  • Gold
Photo credits: pixabay.com

Anyone who believes in rising prices for gold must be strong at the moment. For months, companies in the sector have not been getting off the ground. But for experienced investors, this is nothing new - especially in the gold market. Chart technology and gut feeling often reach their limits with precious metals. The market is unpredictable. But the general conditions are good; the major central banks continue to see no inflation and open the floodgates. Investors with patience could be rewarded.

time to read: 3 minutes by Nico Popp


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

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 Gold: No potential in the short term

Patience is needed by shareholders of Barrick Gold, among others. The major producer has generated solid returns in the past year but could not emancipate itself from the gold price. As a result, the price gains of the first half of 2020 have gradually melted away. There is even a loss of almost 6% for the year. Barrick was recently traded as a potential buyer of other gold companies. If a purchase succeeds in the current phase, this could be the Company's liberating blow - in the long term.

In the short term, skepticism is likely to prevail among many investors. Only when the gold price picks up again will a large company like Barrick be in demand again. Should a takeover materialize and the acquired assets complement Barrick's portfolio, it will further expand its position as a market leader. As soon as gold again dominates the headlines, Barrick will become interesting again. Until then, however, the stock is only an issue when there is weakness.

Triumph Gold: Solid small-cap stock with leverage guarantee

While at Barrick Gold every correction of the gold price is immediately extrapolated to the next quarterly figures, investors of Triumph Gold can be more relaxed. The Company operates in Canada's Yukon and continues to develop a gold project there. Another project is located in the US state of Arizona. The market values the deposits in the ground at Triumph at a significant discount - that's how it is with gold projects where it is not yet clear whether or not production will ever occur.

Nevertheless, the shares of Triumph Gold could be an attractive alternative for all those who expect rising prices for gold. The reason: The share is currently at the bottom and hardly gets any attention from shareholders. It also looks as if all remaining shareholders are keeping their feet still at the current level from a chart perspective. Triumph Gold recently put together a full-time team for the upcoming exploration work and expanded its property in the Yukon.

There, it operates near Newmont, which also has a 12.8% stake in Triumph. The stock is like a warrant on the price of gold. It is ideal for anyone who wants to put their foot in the door with gold with little capital investment.

Yamana: Advantage thanks to commodity mix?

Yamana Gold offers a different approach. The Company mines copper in addition to gold and silver and should thus be robustly positioned - after all, silver and especially copper are very much in demand in the field of electromobility.

However, despite good company figures, the share is not gaining momentum. Over three months, the share price has lost almost 20%. The share price trend shows that Yamana cannot profit from its broad raw material mix. Moreover, since Yamana is already a producer, the big growth phase is over. Producers are often viewed differently by the market and have to deliver quarter after quarter. The many potential uncertainties in the mining sector quickly weigh on the share prices of smaller producers in particular.

Good arguments for small caps

Those who want to bet on gold with stocks can take two approaches: Small-cap producers usually outperform the gold price in the event of rising gold prices. In return, dividends and a comparatively calm price trend beckon. However, the current market situation also offers opportunities for small stocks: Many promising companies are trading near their long-term price lows. If you have patience, you can get your foot in the door with a small capital investment and be in immediately when the precious metal bull market returns. With a market capitalization of around EUR 16 million, Triumph Gold is highly speculative but offers the chance of dynamic development as gold prices rise.


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.


Related comments:

15. April 2021 | 07:24 CET | by André Will-Laudien

Coinbase, Plug Power, NSJ Gold Corp. - Bitcoin, inflation, gold - triple whammy!

  • Gold

The crypto craze has erupted. Nothing is currently causing as much of a stir as cryptocurrencies, their trading platforms and all the service companies surrounding them. Never before have there been such price surges in associated assets in such a short period. There is widespread talk of the crypto world as a means to combat inflation and provide a new payment system. Let's be honest: a currency that fluctuates by more than 500% every six months is hardly suitable for mapping the payment flows of millions of transactions in the goods sector. A Bitcoin that cost EUR 10,000 in the summer of 2020 has reached prices of over EUR 50,000 today. How should one deal with this alleged "currency" - Impossible, as Bitcoin itself is probably inflationary!

Read

15. April 2021 | 07:00 CET | by Nico Popp

Barrick Gold, Desert Gold, Steinhoff: Where inflation is an opportunity

  • Gold

Inflation is back! In the USA, annual inflation has already climbed to 2.6%. Experts believe that the 3% mark will also be targeted during the course of the year. What does this mean for investors? It is becoming increasingly more important to protect one's assets! Shares can play a central role here as these traditionally perform well during inflationary phases. But beware: Inflation strikes particularly hard at growth stocks that will only make profits in the distant future.

Read

14. April 2021 | 12:30 CET | by André Will-Laudien

Osino Resources, Barrick Gold, Sibanye Stillwater - Gold in Turnaround!

  • Gold

The large gold producers are left lying in the current environment. What counts on the capital markets is the slight inflation, which one gladly accepts, because the economies have been suffering for years from the prescribed minus interest rate and deflationary tendencies. In other stock market cycles, demonetization phases were always good times for the precious metals; this is not yet evident at present. After the significant correction in March 2020, there were sharp rises in mining stocks until late summer 2020, but a large part of the gains will gradually melt away again in 2021. Is there still hope for the precious metals?

Read