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Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
CEO | Clean Logistics SE
Trettaustr.32, 21107 Hamburg (DE)

info@cleanlogistics.de

+49-4171-6791300

Interview Clean Logistics: Hydrogen challenge to Daimler + Co.


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".


08. March 2021 | 11:08 CET

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

  • Gold
Photo credits: pixabay.com

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.

time to read: 3 minutes by André Will-Laudien
ISIN: CA0679011084 , DE000A0TGJ55 , CA68828L1004


David Mason, Managing Director, CEO, NewPeak Metals Ltd.
"[...] We can make a big increase in value with little capital. [...]" David Mason, Managing Director, CEO, NewPeak Metals Ltd.

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 - No bad numbers for 2020

Barrick Gold is the second largest gold mining Company in the world after Newmont Mining. In February, they released Q4 and FY 2020 results better than the market took them in. Barrick reported gold production of 4.76 million ounces, down 13% year-on-year. This decline was due, in part, to the Porgera mine being placed on Care & Maintenance status and Barrick losing over 200,000 ounces per year of production from Super Pit sales.

Fortunately, much higher metal prices in 2020 easily made up for the lost ounces, allowing Barrick to achieve zero net debt through repayments from cash flow. Simultaneously, there was significant margin expansion, which catapulted earnings per share 115% higher. Book value now reaches just over USD 13, and the book value ratio stands at 1.5, with a return on sales of 41.9%. Looking ahead to 2021 as a whole, Barrick has proposed a special dividend of USD 0.42, and the P/E ratio has fallen from 19 to 14 based on 2021 earnings estimates. Barrick has rarely been valued so favorably.

Barrick Gold is thus ideally positioned to accompany the coming gold turnaround with price gains. The share rose in the last week by a whole 5,2% to EUR 16,63, despite the falling gold price. We recommend immediate re-entry.

Varta AG - That was a bitter correction

The Varta share experienced its first Waterloo in 2021. First, the Reddit disciples jumped into the value as if there were no more shares tomorrow and drove the price up to EUR 180, then the sell-off followed within 4 weeks and the battery title sank like a stone to EUR 105. Now the price stands under December level, and in the current year, the minus amounts to already 10%.

Varta looks back on the most successful business year in its 135-year history. Sales grew by approx. 14% to EUR 870 million in 2020, adjusted EBITDA increased by approx. 145% to EUR 239 million. A special dividend of EUR 2.50 is to be distributed to shareholders in June. One can philosophize well about the operational development at Varta and the prospects of the battery manufacturer. The strategy remains in the same old waters. The dynamization in the direction of e-mobility hoped for by the stock market is hardly noticeable so far.

A look at the analysts' estimates shows the following picture: Varta is expected to increase sales by around 15% in the current year, with earnings growing disproportionately. Adjusted EBITDA could be up more than 25% by the end of the year. Adjusted earnings per share should even increase by around 40%. These are good prospects for a global market leader in the field of hearing aid and headphone batteries, but at the current level with a P/E ratio of 29, they are probably already priced into the share price. Therefore, wait for even lower prices between EUR 80 to 100 for a buyback. We had pointed out the present overvaluation in the past.

Osino Resources - Use the gold correction to enter the market

Canadian gold explorer Osino Resources Corp. is reporting news from Namibia. The Company has released an update on resource and exploration drilling at its Twin Hills gold project. The Twin Hills project is located in north-central Namibia, where Osino operates a large property of approximately 7,000 square kilometers. The large-scale, sediment-bound gold system was discovered by Osino in 2019 and is now being fast-tracked for development.

The eastern portion of the mineralization at Clouds will feed into the Twin Hills resource estimate, which is expected to be completed by the end of the first quarter of 2021. The current evaluation returned two high-grade intercepts at Clouds and is the first indication of the potential for additional high-grade zones. The intercepts of 8 meters showed 12.70 g/t gold, at 4 meters 13.71 g/t and at 12 meters 5.24 g/t. These are the highest grade intersections drilled to date at the Twin Hills project, and the challenge now is to determine their orientation and extent.

These results prove that the Twin Hills mineralized system carries the suspected gold in high-grade orbits, and it is likely that there is more to be found within the current drill area and surrounding exploration targets. An aggressive brownfields exploration drilling program of 25,000m began in late January and is expected to be completed by May. The Company also announced that Tony da Silva has been appointed as the Company's chief financial officer (CFO). He has 20 years of experience in audit and finance, having served as finance director of an Osino subsidiary since 2017.

Osino shares recently went up from CAD 1.00 to CAD 1.27, then back down 10% in the gold correction last week. Those who skillfully take advantage of the fluctuations will find a way to profit from the liquid share at any price. By the middle of the year, however, you should have built up a sizeable position because the good news is piling up.


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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15. October 2021 | 13:39 CET | by André Will-Laudien

Newmont Corp, Triumph Gold, Lufthansa, TUI - Dramatic turnaround in the course!

  • Gold

Gold and silver are turning in significantly, Lufthansa and TUI have gone through with their large capital increases - what is next here? Even if the major indices experienced a strong correction in October yesterday, there was a dramatic turnaround in several respects. Volatility as a fluctuation indicator even came back so strongly in the last few days that it fell below the threshold of 20 again. This indicator shows that the need for hedging is probably dwindling, i.e. the interest of the investment community tends to be directed upwards again. But inflation can still put a spoke in the party's wheel - but that would again be a buying argument for the precious metals! We direct our view on some turnaround candidates.

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  • Gold

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XPeng, Central African Gold, Volkswagen - It will not work without metals

  • Gold

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