Close menu




August 6th, 2021 | 13:14 CEST

Bayer, Blackrock Silver, Siemens - Confidence is rising

  • Silver
Photo credits: pixabay.com

After the months-long Corona lockdowns, the increasing desire for sports makes sporting goods manufacturer Adidas optimistic for the future. Online retailer Zalando also grew strongly in the second quarter, confirming growth forecasts. Companies' optimism is also reflected in the DAX, which could take a run-up to new highs for the year and the historic mark of 16,000 points, despite the summer months.

time to read: 3 minutes | Author: Stefan Feulner
ISIN: BAYER AG NA O.N. | DE000BAY0017 , Blackrock Silver | CA09261Q1072 , SIEMENS AG NA O.N. | DE0007236101

Table of contents:


    Inflation provides support

    In Germany in particular, the fear of inflation has a long historical precedent. In the Great Depression during the Weimar Republic and after the Second World War, Germans lost a lot of wealth. Even now, the ultra-loose monetary policy of the central banks and the negative interest rates on savings accounts are causing panic about a renewed devaluation of money. As a result, investors are increasingly turning to the stock and real estate markets. Historically, however, precious metals such as gold and silver have proven to be the best protection against inflation and as a crisis currency.

    The precious white metal also has the advantage that half of silver is needed as an industrial metal. The increasing processing of silver in electronics and photovoltaics should underpin demand for the metal as the energy transition and the electrification of our energy systems continue to gain momentum. In addition to buying physical silver, stocks of silver mining companies offer entry opportunities at attractive levels due to the month-long correction.

    Blackrock Silver is an exploration company that stands to benefit disproportionately from the long-term rise in silver prices. The Canadians are well prepared to carry out further expansions of their properties due to the recently completed capital increase of CAD 10.0 million at a price of CAD 0.75. Blackrock Silver focuses on exploring and developing projects in Nevada, known worldwide as the "Silver State". Within the historically high-grade Walker Lane trend lies the Tonopah Silver District, which is adjoined to the west by the junior explorer's main Tonopah West project.

    During the past year, nearly 80,000 meters of drilling have been completed. Sensational drill results were achieved in the process. Overall, Blackrock Silver more than tripled its land holdings at Tonopah West by staking an additional 260 unpatented ore mining claims covering approximately 21 square kilometers.

    The claims cover the northwest extension of the Pittsburg-Monarch fault system. This area has the thickest veins in the Tonopah District. A total of 10 ore veins with a cumulative strike length of more than 6km have been found. According to management, an initial resource estimate is now planned no later than November of this year. With the powerfully expanded area and historically high-grade property, the stock promises enormous potential. Get your foot in the door ahead of the resource estimate before it's too late.

    Forecast up, share down

    Despite an increase in annual forecasts, pharmaceutical and agricultural Company Bayer plunged more than 6% to EUR 46.80, its lowest level since October last year. The rupture of critical support zones abruptly stopped the recent stabilization attempt of the share. Technically, there is now even a threat of a fall below the EUR 40 mark, which would mean a 10-year low.

    The Leverkusen-based Company disappointed investors with a significantly higher than expected drop in earnings in the second quarter. The glyphosate lawsuit wave and higher costs and currency effects were responsible for the significant decline. Overall, EBITDA pre exceptionals for the Group as a whole shrank by 10.6% to EUR 2.6 billion in the second quarter.

    Positive outlook

    Siemens raised its forecasts for the third time this year. However, in contrast to the Bayer Group, the Munich-based company shone with strong quarterly figures, even beating analysts' forecasts. Net profit tripled to EUR 1.48 billion compared to the third quarter of fiscal 2019/20, which was heavily impacted by the Corona Crisis. Revenue increased 21% to EUR 16.1 billion. Siemens also posted a 44% increase in orders received to EUR 20.5 billion.

    With a gain of nearly 2.5%, the Munich-based company's stock was the DAX's daily winner and, at EUR 141.12, is close to its high for the year of EUR 145.96. The share continues to be a buy.


    Fear of rising inflation and negative interest rates are increasingly causing savers to flee into stocks, real estate and precious metals. In the silver segment, Blackrock Silver is a promising buy candidate due to the quality of its projects. In the equity segment, we continue to see Siemens as a buy candidate, while you should keep your hands off pharmaceutical giant Bayer at the moment.


    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

    Stefan Feulner

    The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
    He is passionate about analyzing a wide variety of business models and investigating new trends.

    About the author



    Related comments:

    Commented by Stefan Feulner on June 30th, 2022 | 11:03 CEST

    Tocvan Ventures and BYD with outstanding news - TeamViewer plunges into a bottomless pit

    • Gold
    • Silver
    • Technology
    • Battery

    The current correction has hit interest-sensitive growth stocks particularly hard. The US technology exchange NASDAQ, for example, has lost around 34% of its value since the beginning of the year and its high of 16,670 points. Investors did not even stop at shares in future technologies such as electromobility. But in contrast to top dog Tesla - Musk's shares have halved in value within six months - Chinese competitor BYD is rushing from one high to the next. There is also strong news from a promising gold and silver exploration company. A gold price that experts expect to be positive in the long term could help the company to outperform.

    Read

    Commented by André Will-Laudien on April 27th, 2022 | 12:26 CEST

    Barrick Gold, Desert Gold, K+S - Inflation: Is fertilizer the new silver and gold?

    • Gold
    • Silver
    • fertilizer

    Inflation and rising interest rates are an argument in favor of precious metals - that is the opinion of many investors who suspect a loss of monetary value and want to protect themselves against it. But the stock exchanges had other topics on their radar in the last few days. Because due to strongly correcting share prices, there was primarily an urge for liquidity, in part to satisfy margin requirements of the bank. Such times also lead to the realization of price gains in gold and silver. So regardless of the environment, precious metals fall at times. For the long-term investor, this is a clear buying opportunity. We look at which stocks are promising here.

    Read

    Commented by Armin Schulz on April 9th, 2022 | 07:30 CEST

    Barrick Gold, Ximen Mining, First Majestic Silver - Do precious metal stocks belong in the portfolio now?

    • Gold
    • Silver
    • PreciousMetals

    Crises like the current Ukraine war or the steadily rising inflation are good for precious metals like gold and silver. According to the German Association for Precious Metals, demand for physical precious metals increased by at least 25% in the first three months of this year. Demand had already climbed by 31% last year. But not everyone can store precious metals safely. The alternative is to invest in precious metals companies listed on the stock exchange. We take a closer look at three candidates today.

    Read