Close menu




December 28th, 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 | Author: André Will-Laudien
ISIN: CA8968121043 , DE000BASF111 , DE0008232125

Table of contents:


    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%.


    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.

    Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on news.financial. These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.

    The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered here. Please also note our Terms of use.


    Der Autor

    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



    Related comments:

    Commented by André Will-Laudien on November 20th, 2023 | 07:10 CET

    Furious debt mania, a thorough portfolio check is necessary! Allianz, Blackrock Silver, Deutsche Bank and Commerzbank in focus!

    • Mining
    • Silver
    • Gold
    • Investments
    • Banking
    • Debt

    From one high to the next - it is not just equities that are booming in Europe, the US and China; it is mainly debt. First Corona, then Ukraine, now Israel - there is no end to the flood of borrowing. Armaments are now being financed on credit, while the accompanying recession is draining the coffers. Real estate is becoming a hot topic: New builds are hardly affordable for families, and old buildings are swallowing up thousands of euros in green-tinted renovation costs. The Federal Constitutional Court has now put a retroactive stop to the creative spending culture in Berlin, and a new budget plan is necessary. Keeping a clear head as an investor in this environment is challenging. We look at the opportunities in the financial sector, but perhaps precious metals will also be the anchor that saves the day.

    Read

    Commented by Stefan Feulner on November 14th, 2023 | 07:00 CET

    Business against climate change is booming - Allianz SE, Klimat X, Nio

    • insurance
    • Investments
    • Sustainability
    • renewableenergies

    Climate change is increasingly threatening our lives, with few areas worldwide considered safe. Sea levels are rising, and polar ice is melting. Many regions are experiencing severe storms and increased rainfall, while others face growing risks of heatwaves and droughts. Since the Paris Climate Agreement at the latest, countries have been stepping up their efforts to limit global warming to 1.5 degrees Celsius. This has created a market that experts predict will increase eightfold by the end of the decade.

    Read

    Commented by Armin Schulz on November 8th, 2023 | 07:30 CET

    Deutsche Bank, Globex Mining, Barrick Gold - Enthusiasm for gold is back

    • Mining
    • Gold
    • Investments
    • Vanadium

    Despite several interest rate hikes, the price of gold has recently risen to over USD 2,000 again. Even though the latest increase coincided with the attack on Israel, this is unlikely to be the reason for it. Instead, the high demand from central banks is responsible for the steady gold price. Within the first 9 months, the central banks bought a whopping 800 tons of gold. That is a new record. The geopolitical tensions could also turn more and more private individuals into so-called gold bugs, who are making provisions for crises and assuming that gold will continue to rise in the long term. As the Fed has paused interest rates, this could give the gold price a further boost.

    Read