Menu

Recent Interviews

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".


28. December 2020 | 09:45 CET

BASF, Lufthansa, Triumph Gold - Watch out for the end of the year!

  • Investments
Photo credits: pixabay.com

After months of tough negotiations, the UK and the EU are on the verge of a historic trade deal. However, we still face some hurdles in the British and European parliaments. No one wants a "no-deal" exit - the UK has already extremely sidelined itself with its tract, and the British pound reflects the skeptical view of the markets. Now that an agreement is within reach, it must be written into law. The British government has announced that it will call MPs to Parliament on 30 Dec for the last heavy day of work to vote on the rulebook. However, according to the UK's chief Brexit negotiator David Frost, MPs are still waiting for the agreement's full text to be published soon. It seems like the MPs will have to hold a blind vote. Our guess: it won't work!

time to read: 3 minutes by André Will-Laudien
ISIN: CA8968121043 , DE000BASF111 , DE0008232125


 

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


BASF SE - Making money in the cycle

BASF shares are back at a 1-year high. After two profit warnings and much speculation about a cracked economic trend, the share price has swung back up to just under EUR 65.00, from lows below EUR 40.00.

BASF is starting an ambitious circular economy program that aims to avoid waste, reuse products and recover resources. "Companies that can offer solutions for the transformation to a circular economy will have a decisive competitive advantage," says Dr Martin Brudermüller, CEO and Chief Technology Officer of BASF, on the circular economy, a vital issue for the future in society and politics.

BASF has therefore launched a new Circular Economy Program. By 2030, the Company aims to double its circular economy solutions to EUR 17 billion. Starting in 2025, BASF plans to process 250,000 metric tons of recycled and waste-based raw materials annually, replacing fossil raw materials. The CEO and scientist presented examples from BASF's research pipeline at the first digital research press conference. Here, one is certainly on a promising path for the future.

BASF SE has a current market value of EUR 59.4 billion. The chart is chasing impressively upwards right now and still with a dividend yield of a proud 6.5%.

Lufthansa - flying loops doesn't help either

There are hardly any more troubled industries than airlines, travel companies or cruise operators. No sooner did air traffic start to move gently upwards again and then the second Covid-19 wave hit and all upward hopes were dashed once again. Parts of the Christmas business could still be saved with the Christmas tree renegades, but there is already the threat of another bitter decline at the beginning of the year. Germany's flagship airline secured an EUR 8.13 billion stabilization package from the government in March to make up for shortfalls from the pandemic which has brought demand for travel worldwide to a near standstill.

In a statement in November, Lufthansa CEO Carsten Spohr had warned that the airline could be forced to cut 1,000 pilot jobs in the second quarter if it failed to reach a wage agreement with unions. Under the agreement reached Wednesday, the Berlin-based Company will reduce working hours next year under the government-sponsored short-time work program. However, short-time work does not create long-term tariff reductions, and the Company will not be back in the black until 2023 at the earliest, even after mass vaccination.

Market capitalization is now only EUR 5.9 billion, and servicing liabilities and financing the more than 700 aircraft it owns is becoming a monster task. At the end of 2019, the book value per share was still EUR 21, with government dilution currently around EUR 14. Going against the trend therefore probably only makes sense with a view to 3 years. The looping flight continues!

Triumph Gold - On the Leap

Triumph Gold Corp, formerly known as Northern Freegold Resources Ltd, is a Canadian-based junior resource Company engaged in the exploration of valuable mineral properties in the Yukon Territory and Arizona. Its notable projects include Freegold Mountain, the Tinta Hill, Goldstar, Golden Revenue, Tad/Toro, Nit and Severance zones, and the Burro Creek project in Arizona. With CAD 6 million in cash, the drilling projects are secured well into 2021.

The Freegold Mountain project within the Dawson Range, located over 70 kilometers northwest of Carmacks in the Whitehorse Mining District, appears particularly prospective. Mining history here goes back to 1900. At that time, a large amount of copper and gold was already being mined, so one may assume that even the tailings can still be managed extremely profitably with today's exploitation methods. Burro Creek is located near State Highway 93 in Mohave County, Arizona. There, too, lies a historic mining district that promises much potential using today's technologies and high market prices.

The speculative stock has a current capitalization of CAD 30.2 million at a price of CAD 0.21 per share. Considering that the price was still at CAD 0.48 at the end of July, one should take advantage of the current "tax loss season" to enter. The Newmont Corporation, itself the largest gold miner globally, is already adequately engaged with over 10%.


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.


Related comments:

28. October 2021 | 13:20 CET | by Nico Popp

BASF, Memiontec, JinkoSolar: Rich returns with green shares

  • Investments

Chemistry is everything. It is not just since the bestseller "Chemistry for Breakfast" by scientist and YouTuber Mai Thi Nguyen-Kim that people have known how comprehensively chemistry can explain our world. There is also a lot of chemistry involved in future technology, such as filter systems for water or solar panels. We present three stocks and assess their values. We start with one of the best-known chemical stocks, followed by smaller shares with no less interesting business models.

Read

26. October 2021 | 12:05 CET | by Nico Popp

SAP, wallstreet:online, Alibaba: Sentiment Check for Digital Shares

  • Investments

More and more business models are shifting to the Internet. Even traditional industries, such as trades, are benefiting from digital processes. Elsewhere, this transformation is already in full swing, such as in the financial sector. Investors have long since been trading online and only speak to their broker by phone in exceptional cases. We present three digitization stocks and examine their price potential.

Read

20. October 2021 | 12:10 CET | by Carsten Mainitz

Formycon, Memiontec, Synlab - Act before it is too late!

  • Investments

When an unpredictable event occurs, humanity sees how powerless it is in the face of it. We saw this in the spring of last year with the outbreak of the Corona pandemic. Only since the approval of various vaccines has a normalization taken place. However, further, foreseeable problems are coming our way. According to expert forecasts, water demand will exceed supply by 40% as early as 2030. Some companies sense an opportunity to profit from the water shortage through novel technologies.

Read