Close menu




January 26th, 2022 | 11:01 CET

Bayer, MAS Gold, BASF: 5.7% dividend? These intrinsic values score now!

  • Gold
Photo credits: pixabay.com

According to capital market strategist Ulrich Stephan from Deutsche Bank, substantial stocks could have an advantage in the upcoming market phase. The reason: When interest rates rise, the refinancing costs for growth companies increase significantly, as they usually do not write any or few profits. Reason enough to take a closer look at two of the best-known German substance companies and ask whether there are also growth stocks with substance.

time to read: 3 minutes | Author: Nico Popp
ISIN: BAYER AG NA O.N. | DE000BAY0017 , MAS Gold Corp. | CA57457A1057 , BASF SE NA O.N. | DE000BASF111

Table of contents:


    Bill Guy, Chairman, Theta Gold Mines Limited
    "[...] Both the geology and the infrastructure around the project make for a very attractive cost structure. We expect to be able to produce at 50% of the current gold price. [...]" Bill Guy, Chairman, Theta Gold Mines Limited

    Full interview

     

    Bayer: Population growth as a trump card

    Bayer, the chemical company from the Rhineland, has been considered an insider tip for some time. Since the Monsanto takeover and the glyphosate scandal, the Company has been a thorn in the side of some observers. Still, the Leverkusen-based Company is secretly and quietly working on the future. This work includes highly potent seeds and new collaborations in the biotech sector. Most recently, Bayer entered into a cooperation with a company from the cannabis sector. In general, Bayer exudes a great deal of imagination despite being a substance stock.

    The agrochemicals sector plays a central role in this. Since plant-based nutrition appears to be in demand with a view to the future and is also quite en vogue from a sustainability point of view, Bayer is well positioned with its division, which, after all, accounts for around 45% of sales. A growing world population will also ensure good sales at Bayer. Added to this is a handsome dividend. Bayer may not be a high-flyer, but it has what many investors are looking for right now: substance.

    MAS Gold: Great progress, hardly noticed

    One Company that must be considered a growth company when looking at its small market capitalization is MAS Gold. The gold company from Canada has continuously expanded its land rights and made strategic acquisitions in recent months. MAS Gold operates in the eastern part of the Canadian district of Saskatchewan, which is considered a typical mining region and offers companies optimal conditions, especially in the early stages. Along the historic La Ronge and Kisseynew Domain gold belts, MAS Gold now owns 33,843 hectares of land. MAS Gold is thus implementing the hub-and-spoke model it has always pursued, whereby several smaller properties are to be exploited with the help of central processing facilities. However, MAS Gold is also making progress operationally. Greywacke North reports 101,000 ounces of gold indicated and 55,000 ounces inferred since December last year. The Company is currently completing economic feasibility analyses for several properties and announced additional drill programs and a summary resource estimate before the end of the first quarter of 2022.

    The concept of MAS Gold ensures a continuous news flow, which has already been reflected in rising share prices in recent trading weeks. Although the Company with a market capitalization of less than EUR 12 million must be considered a speculative growth stock, the latest corporate news increasingly completes the picture of a successfully implemented growth strategy. As several small projects are often not adequately perceived by the market, the summary resource estimate announced by the Company in its current presentation for the first quarter of 2022 could shed more light and convince investors. As gold gains attractiveness, especially in crisis-ridden market phases, investors should not ignore this growth stock with substance.

    BASF is stepping on the gas! But what is the market doing?

    Much more boring than MAS Gold might be the share of BASF. Nevertheless, the Ludwigshafen-based Company, with operations in 80 countries worldwide, is considered a promising substance stock. Agricultural chemicals are also doing well here. BASF offers basic chemicals, industrial products and even products related to nutrition and care. In the first nine months of the fiscal year, the Palatinate-based Company increased its sales by 36% to a whopping EUR 58.5 billion. Profits also rose by more than 160%. Therefore, it is no wonder that BASF, with a current dividend yield of 5.7%, is extremely well received by the market. The recent dip in the share price should not shock investors. However, it shows that even a value stock like BASF cannot detach itself from the market as a whole.


    Even in difficult market phases, there are shares with potential. Substantial stocks offer dividends and a crisis-proof business. But growth stocks that implement a unique strategy and have been insufficiently perceived by the market so far can also decouple themselves from the general stock market sentiment. It remains to be seen whether MAS Gold will succeed, but the constellation around several smaller projects, a joint resource estimate and data on the economic feasibility in the coming months gives hope.


    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 hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and the like on news.financial. These contents are exclusively for the information of the readers and do not represent any call to action or recommendations, neither explicitly nor implicitly they are to be understood as an assurance of possible price developments. The contents do not replace individual expert investment advice and do not constitute an offer to sell the discussed share(s) or other financial instruments, nor an invitation to buy or sell such.

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

    The acquisition of financial instruments involves high risks, which can lead to the total loss of the invested capital. The information published by Apaton Finance GmbH and its authors is based on careful research. Nevertheless, no liability is assumed for financial losses or a content-related guarantee for the topicality, correctness, appropriateness and completeness of the content provided here. Please also note our Terms of use.


    Der Autor

    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



    Related comments:

    Commented by André Will-Laudien on December 4th, 2025 | 07:00 CET

    Gold & silver with a record year – 100% in 2026 too? Barrick, Kobo Resources, First Majestic, and Endeavour Silver

    • Mining
    • Gold
    • Silver
    • Commodities
    • Investments

    Gold and silver remain the surprise of 2025. Despite many prophecies of doom, both precious metals have so far managed to hold on to their record highs of USD 4,350 and USD 58.50, respectively. After a brief correction at the end of last week, the highly volatile silver price quickly rose back to the USD 58.00 mark. Experts warn of an approaching pain threshold for short sellers and futures speculators. They had hoped to be able to close their uncovered positions at a favorable price before the approaching settlement date on November 28. Far from it, because on Friday, metals took off again. According to traders, it is currently almost impossible to procure sufficient quantities of physical silver to cover the many derivative transactions. This is leading to unusual behavior on the market. So where should investors pay close attention now?

    Read

    Commented by André Will-Laudien on December 3rd, 2025 | 07:30 CET

    Gold, drones, and specialty glass! Just like that, 200% gains out of nowhere with DroneShield, AJN Resources, and Gerresheimer

    • Mining
    • Gold
    • Silver
    • Commodities
    • Defense
    • Drones
    • manufacturing

    The stock market is showing its volatile side. While AI, defense, and tech stocks are consolidating, gold and silver are skyrocketing. Sector rotation is therefore in full swing at the end of the year. It is time to take a closer look at some notable movements, because every bull and bear market contains the seeds of the next reversal. DroneShield up 1,000% and then down 75%, AJN Resources suddenly up 200% from a standing start, and Gerresheimer, a fallen angel down 60%, a battered member of the German SME sector. We take a closer look at these stocks – where is it worth taking action?

    Read

    Commented by Fabian Lorenz on November 28th, 2025 | 07:10 CET

    A 100% price gain not enough? Barrick Mining, First Majestic Silver, and gold gem Kobo Resources!

    • Mining
    • Gold
    • Silver
    • Commodities
    • Investments

    Barrick Mining's share price has risen by over 100% in the current year. The consolidation of the gold price in recent weeks has had virtually no impact on the Company, and analysts see further upside potential. The Company is closing a billion-dollar deal, and the major problem within the group appears to have been resolved. Now, precious metal prices are rising again. This should also herald a return to prosperity for exploration companies. Kobo Resources is emerging as a hot takeover candidate. The gold explorer has reported high-grade results. A neighbor will be watching developments closely. And what is First Majestic Silver doing? The Company has divested itself of a stake.

    Read