Recent Interviews

Humphrey Hale, CEO, Managing Geologist, Carnavale Resources Ltd.

Humphrey Hale
CEO, Managing Geologist | Carnavale Resources Ltd.
Level 2, Suite 9 389 Oxford Street, WA 6016 Mount Hawthorn (AUS)

Interview Carnavale Resources: Good cards for long-term success

Bill Guy, Chairman, Theta Gold Mines Limited

Bill Guy
Chairman | Theta Gold Mines Limited
Level 35 (ServCorp), Intl Tower One 100 Barangaroo Ave, 2000 NSW Australia (AUS)

+61 2 8046 7584

Interview Theta Gold Mines: This team has already brought 20 mines into production

David Mason, Managing Director, CEO, NewPeak Metals Ltd.

David Mason
Managing Director, CEO | NewPeak Metals Ltd.
Level 27, 111 Eagle Street, QLD 4000 Brisbane (AU)

+61 7 3303 0650

Interview New Peak Metals: Many chances for great success

28. May 2021 | 08:40 CET

Bayer, Osino Resources, Xiaomi - Here is what happens now

  • Investments
Photo credits:

Pharmaceutical giant Bayer fails once again in court with settlement proceedings and is now calling for a new plan. A court ruling means a liberation blow for another company, which significantly increases the prospects for the future. Future prospects are also rosy for the precious metal gold due to fundamental conditions such as fear of inflation, loose monetary policy, and continued low interest rates. At the current level, there are excellent long-term entry opportunities with healthy profits.

time to read: 3 minutes by Stefan Feulner



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

Attractive mining stocks

Due to the strong gold price in the past year, gold producers such as Barrick Gold and Newmont achieved record results and are now sitting on a mountain of cash, which should flow into promising mining projects in the future. One potential takeover candidate is gold exploration Company Osino Resources, which is focused on developing its main Twin Hills project in central Namibia. Namibia has long been considered the most mining-friendly country on the continent due to its developed infrastructure and its politically and legally stable situation. With a share of almost 12% of the gross domestic product and more than 40% of export earnings, mining is the most important economic sector in the former German colony.

Osino Resources has approximately 7,000 square kilometers in Namibia's prospective Damara sedimentary mineral belt along strike from the producing Navachab and Otjikoto gold mines. The main Twin Hills project is located just 20 kilometers from the largest gold deposit in southern Africa outside the Navachab Wits Basin.

With an expenditure of 69,000 drilling meters, 125 drill holes and a total of less than USD 25 million in exploration costs, initial resource estimates have now been determined there after almost 5 years of work. Already 10 years ago, the team around Osino Resources CEO Heye Daun was able to sell Auryx, which explored the Otjikoto mine, to B2 Gold for CAD 180 million. A similar move is expected this time around at Twin Hills.

Mid-week, an update was provided on drill results from the ongoing infill and extension drilling program, which were better than expected. At Cloud East, drill holes below the first resource pit intersected broad zones of high-grade mineralization that are improving significantly at depth. These indicate the potential for a significant resource upgrade at Clouds for the next estimate. Management plans to expand the current drill program to include additional deep drilling in the Clouds, Bulge and THC areas.

Analysts at Sprott Equity Research issued a buy rating with a price target of CAD 2.55. The currently planned drilling program over 75,000m should bring further high-grade prospects to the surface. Osino Resources is currently trading at CAD 1.50.

Groundbreaking news at Xiaomi

The technology group Xiaomi was able to come up with two trend-setting announcements. First, the Chinese Company was finally removed from a blacklist imposed by the Trump administration earlier this year. Xiaomi and eight other companies were accused of having ties to China's Chinese military, security and intelligence agencies. The classification as a "communist Chinese military company" has finally been withdrawn by a US court. As a result, the restrictions on citizens and companies in the United States buying or holding shares in the Chinese smartphone manufacturer have been lifted with immediate effect.

Profiteer of the sanctions

The sanctions against former top dog Huawei also helped Xiaomi achieve solid growth rates in the smartphone market. According to its figures, Xiaomi shipped 49.4 million smartphones worldwide in the first quarter, giving it a market share of 14.1% and putting it in bronze place in global cell phone sales behind Samsung Electronics and Apple, which still lead by a wide margin. Overall, the Chinese want to reach the threshold of 200 million smartphones shipped this year, despite the continuing shortage of chips.

Overall, group revenue rose 54.7% to USD 74.88 billion. Net profit even grew by 163.8% to USD 950 million. Thus, the first-quarter figures exceeded experts' estimates. Subsequently, JP Morgan raised its price target on Xiaomi from HKD 32 to HKD 35 and reiterated its "overweight" rating. Goldman Sachs also raised the target. The share is now expected to reach HKD 33 - the rating is "buy."

The never-ending story of glyphosate

Monsanto - no end in sight. Following a ruling by the competent district judges in San Francisco, they reject Bayer's proposal for dealing with future lawsuits as "simply unreasonable." The Leverkusen-based Company wanted to use USD 2 billion to resolve future lawsuits against the controversial weedkiller glyphosate. This time it was about Monsanto's Roundup, which can be used against weeds but could also cause possible cancer because of the glyphosate it contains. After losing in court, Bayer plans to opt out of the US settlement for potential future plaintiffs and review Roundup sales to private customers from the United States.

"The decision makes it impossible to move forward with the proposed national resolution mechanism under the supervision of this court, which would have been the fairest and most efficient solution for all parties," Bayer said. Instead, it unveiled a five-point plan to deal with potential future glyphosate lawsuits effectively. The USD 2 billion package is just one part of the overall USD 11.6 billion settlement. The court ruling is not expected to change the provisions of the USD 2 billion. Bayer shares lost 5% to EUR 52.50 at the peak following the news. Strong support at the current level offers a long-term entry opportunity.


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

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:

18. June 2021 | 15:10 CET | by Carsten Mainitz

MorphoSys, Biogen, Sierra Growth - What is next?

  • Investments

Pharmaceutical stocks are a bit like that: Giants like Johnson & Johnson or Novartis have an extensive product portfolio and can cushion failures of individual products quite well. It is often a matter of life and death for smaller, specialized companies with every development. Just yesterday, this could be observed in the CureVac share after its Corona vaccine candidate only achieved an efficacy of 47% in the clinical 2b/3 phase. Within a very short time, it disintegrated the stock price. Meanwhile, biotech pioneer Biogen surprised with an unjustified share price rally, which, however, could come to an abrupt end after a new setback. The situation is different for MorphoSys. Its planned acquisition of Constellation Pharmaceuticals initially weighed heavily on the share price, but it holds exciting potential. And the Canadian mining Company Sierra Growth is operating in a completely different environment; however, it has a top opportunity to offer in the current inflationary environment and should not go unmentioned.


18. June 2021 | 09:56 CET | by Nico Popp

Adler Modemärkte, Steinhoff, Osino Resources: Which penny stocks have substance?

  • Investments

Penny stocks often have something disreputable about them - at least in Germany. As soon as a share is quoted at less than EUR 1 in Germany, it is considered to be at risk of insolvency. The reason for this is that the minimum nominal value of German stock corporations is EUR 1. Abroad, however, things are quite different: In Australia, it is not uncommon for shares to trade even below one cent. For investors who are used to this, it is anything but disreputable. In concrete terms, it all depends on the companies themselves anyway. We profile three companies that are either penny stocks or were, not long ago.


17. June 2021 | 13:52 CET | by Nico Popp

Daimler, Mineworx Technologies, BASF: Investing in the mobility revolution

  • Investments

The world keeps spinning - faster and faster, it feels. New technology is causing certain industries to rethink. Electromobility is one such catalyst: mining companies and companies from the chemical industry and other suppliers must prepare themselves because soon, most cars will run on batteries. There are great opportunities here - for carmakers who are on their toes and for resourceful experts in the field of recycling.