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Heye Daun, President and CEO, Osino Resources Corp.

Heye Daun
President and CEO | Osino Resources Corp.
Suite 810 – 789 West Pender Street, V6C 1H2 Vancouver (CAN)

jbecker@osinoresources.com

Interview Osino Resources: "The market has not yet realized how fast we are advancing Twin Hills."


Bradley Rourke, President, CEO and Director, Scottie Resources Corp.

Bradley Rourke
President, CEO and Director | Scottie Resources Corp.
905 - 1111 West Hastings Street, V6E 2J3 Vancouver (CAN)

info@scottieresources.com

+1 250-877-9902

Interview Scottie Resources: Exciting Story in the Golden Triangle


Jerre Foo, Corporate Development Executive, Silkroad Nickel

Jerre Foo
Corporate Development Executive | Silkroad Nickel
50 Armenian Street #03-04, 179938 Singapore (SGP)

enquiries@silkroadnickel.com

+65 6327 8971

Silkroad Nickel: 'The course is set for dynamic profit growth.'


30. April 2021 | 08:40 CET

BASF, Saturn Oil & Gas, K+S: Three stocks for a yield kick

  • Oil
Photo credits: pixabay.com

Investors who want to add a few yield drivers to their portfolio have several options. In addition to solid blue chips, which offer little share price excitement but steady dividends, investors can also focus on growth stocks and small caps. Although there are always those who categorically rule out growth stocks for cautious investors, this is not entirely true. Those who control risk via position size can also invest speculatively without having to abandon their fundamental strategy.

time to read: 3 minutes by Nico Popp


Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG
"[...] China's dominance is one of the reasons why we are so heavily involved in the tungsten market. Here, around 85% of production is in Chinese hands. [...]" Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG

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


BASF: A Company in transition

First, we look at blue chips that grandfather already had in his portfolio. One of these stocks is undoubtedly BASF. The chemical giant from Ludwigshafen is a true global player and is active in around eighty countries. For long stretches of 2020, business was not exhilarating for BASF despite its solid market position. Costs are still too high. In 2020, this was exacerbated by the low prices for oil and gas. However, the latter problem should have dissipated by now.

The structural problems weigh more heavily in any case. BASF is therefore preparing to rethink structures and processes and wants to become leaner. At the same time, the Company has divested its construction chemicals business. On the stock market, BASF's problems are creating a diffuse picture in the long-term chart. Over three years, the share has lost 17.6%, but there is a solid profit of almost 50% over the year. Beyond the EUR 72 mark, the share could also pick up speed again in the long term. However, BASF remains a Company in transition.

Saturn Oil & Gas: What is the market waiting for?

The Saturn Oil & Gas share is also in a state of upheaval. What was once Canada's most profitable oil producer announced more than a year ago that it wanted to reinvent itself and turn a bigger wheel in the future. Specifically, the Company meant looking for takeover targets. To this end, Jean-Pierre Colin, a proven expert, joined Saturn as a strategic advisor in the fall. Since then, however, it has been quiet around the small but fine Company.

This silence, however, has not harmed the share price: the value is trending sideways and shows solid support. Anyone with many years of experience with Saturn Oil & Gas knows that it usually pays to wait and see. Even when Saturn was regularly drilling new wells and growing strongly organically, the management team always kept its word and pursued its goals consistently and quietly. The plans to use Saturn as a takeover vehicle and contribute its energy resources expertise to even larger projects are not off the table. Instead, the chart has signaled a certain tension since the turn of the year and is trending slightly upwards. As an expert in oil and gas, Saturn is well positioned in a market phase in which oil is again heading for USD 70. In addition, the prospect of a surprise is great. The stock remains speculative, but the management team, which has now been in place for many years, certainly has credit in the market. Saturn is suitable as a speculative portfolio addition and is good for surprises.

K+S: Caution, not a sure-fire winner

K+S has also been traded for months as a stock with prospects. In the long-term chart, the fertilizer specialist looks like an emerging comeback story. However, investors should also pay attention to the fundamental facts in addition to the price trend. There are not only positive signals here. Although rising commodity prices are a good signal for K+S, there are still gaps in the balance sheet, which recently led to write-downs. Although the allegations of irregularities in the balance sheet now seem to have been largely dispelled, investors should be aware that K+S is more of a problem child than a model student.

The share has already gained around 50% on a one-year horizon and continues to head for the EUR 10 mark. As soon as the value reaches a sustained double-digit level, the race to catch up in the direction of historic prices can begin. However, this will not be a foregone conclusion for the share. Instead of betting on K+S or BASF, which is complex to value with different business segments, investors can get an overview more easily with Saturn Oil & Gas. The Company is profitable at current oil prices and continues to work on inorganic growth. Possibly, these are the ingredients for a sustainable yield kick, even for smaller investment sums.


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.


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14. May 2021 | 15:56 CET | by Stefan Feulner

BYD, Saturn Oil + Gas, Varta - Now the lid is flying off!

  • Oil

In April of last year, the outbreak of the Corona pandemic caused a crash in the oil markets. A sharp drop in demand due to global lockdowns and a massive supply overhang caused the sell-off and caused oil prices to drop below USD 20. Oil producers tried to save what could be saved by hedging and shutting down production. In contrast, other players used the Crisis as an opportunity and took over distressed competitors at bargain prices. One Company is now announcing a long-planned takeover of a major project that will multiply both sales and profits in one fell swoop - The rise to a new dimension with revaluation.

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Shell, BP, Saturn Oil + Gas, NEL: Black Gold Pearls

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One of the last commodities still in top shape is oil. On Tuesday, oil giant Saudi Aramco presented its figures for the recently ended quarter. Net income for the world's largest oil producer climbed 30% year-on-year in the first quarter of 2021, from USD 16.7 billion to USD 21.7 billion, thanks to rising oil prices. In terms of revenue, the oil giant reported a 20.6% increase to USD 72.6 billion. We rarely hear numbers like that, but optimism is spreading again among oil producers.

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Deutsche Rohstoff, Varta, ThyssenKrupp, Glencore: These stocks are on the rise!

  • Oil

Commodity companies around the world are producing at the limits of their capacity. The omnipresent supply deficit is not only boosting commodity prices themselves, but it is also giving the mine operators a good boost. The first quarter of 2021 is showing one of the strongest inflationary pushes in the resources sector in 10 years. Copper, for example, is now trading at the USD 10,000 mark, nickel is at a 10-year high of USD 17,700, and there is no stopping palladium. We take a closer look at some of the profiteers.

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