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Matthew Salthouse, CEO, Kainantu Resources

Matthew Salthouse
CEO | Kainantu Resources
3 Phillip Street #19-01 Royal Group Building, 048693 Singapore (SGP)

info@krl.com.sg

+65 6920 2020

Interview Kainantu Resources: "We hold the key to growth in the Asia-Pacific region".


Justin Reid, President and CEO, Troilus Gold Corp.

Justin Reid
President and CEO | Troilus Gold Corp.
36 Lombard Street, Floor 4, M5C 2X3 Toronto, Ontario (CAN)

info@troilusgold.com

+1 (647) 276-0050

Interview Troilus Gold: "We are convinced that Troilus is more than just a mine".


John Jeffrey, CEO, Saturn Oil + Gas Inc.

John Jeffrey
CEO | Saturn Oil + Gas Inc.
Suite 1000 - 207 9 Ave SW, T2P 1K3 Calgary (CAN)

info@saturnoil.com

+1-587-392-7900

Saturn Oil + Gas CEO John Jeffrey: "Acquisition has increased production by 2,000%"


23. August 2021 | 12:00 CET

BHP, Silver Viper Minerals, Yamana Gold - React now before it is too late!

  • Silver
Photo credits: pixabay.com

Capital markets are complex. The economy, interest rates, currencies and commodity prices determine the big picture. Then, of course, the industry situation and a company's individual situation play a significant role. Ultimately, it is a matter of acting with foresight and taking advantage of possible temporary mispricings. Opportunities arise when company announcements are processed in the share prices with a certain time lag. That is why you should take a closer look at these three stocks now.

time to read: 3 minutes by Carsten Mainitz
ISIN: BHP GROUP PLC DL -_50 | GB00BH0P3Z91 , SILVER VIPER MINER. CORP. | CA8283341029 , YAMANA GOLD INC. | CA98462Y1007


Steve Cope, President, CEO and Director, Silver Viper
"[...] In our experience, the local communities are supportive and friendly. [...]" Steve Cope, President, CEO and Director, Silver Viper

Full interview

 

Author

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

About the author


BHP GROUP PLC - Good or bad?

At the beginning of the last trading week, the joy over the good half-year figures and the announcement that the Group intends to completely divest its oil and gas business was relatively short-lived. Interim gains were surrendered in full. What happened?

BHP wants to merge its oil and gas business with the Australian Company Woodside. It is a radical cut, as oil is one of the Group's most important commodity categories after iron ore and copper. But to a CEO, it is the logical consequence of a rapidly changing reality in which environmental, social and governance (ESG) considerations are more important than ever to investors. It was not too long ago that investors were giving thumbs down to coal projects. Now the Group wants to position itself with foresight and make the shakeout in a good market environment. From now on, BHP will focus on "promising" commodities such as potash, nickel and copper, as well as iron ore.

Woodside shareholders would own 52% of the merged Company, while BHP shareholders would own 48%. First, however, a majority of Woodside shareholders must approve the deal. Woodside would double production volumes and catapult the Company into the top 12 global oil and gas producers.

The question remains whether this is all positive for BHP shareholders. The equity story can undoubtedly be sharpened this way with the focus on commodities such as copper, nickel, potash and iron ore. Nevertheless, the stake in the oil and gas business remains. Is there anything to be gained from an ESG perspective? Listening to the former corporate chief of competitor Glencore, it seems more like a milk run. "Divesting fossil fuels and making it someone else's business is not a solution," former Glencore CEO Ivan Glasenberg said earlier this year. "It is not going to reduce absolute emissions," Glasenberg added. Still, with ESG criteria proliferating in investments, there seems to be no way around BHP divesting from its oil and gas business.

Silver Viper Minerals Corp - Waiting mode

Silver Viper Minerals is a Canadian-based junior explorer with a geographic focus in the northwestern Mexican state of Sonora and is currently focused on the La Virginia gold-silver project. Silver Viper owns 100% of the concessions acquired from previous operator Pan American Silver Corp. In addition, the Canadians hold an option to acquire a 100% interest in the Rubi-Esperanza claims group within those concessions.

During the summer, the Company released a NI 43-101 compliant resource estimate. This document indicated resources of 154,300 ounces of gold and 6,929,000 ounces of silver and inferred resources of 246,300 ounces of gold and 12.49 million ounces of silver. The La Virginia gold-silver project has a significant size, covering over 6,880 hectares. The Company's drilling to date builds on a substantial database of historical work, including 52,635 drill meters from 188 diamond drill holes obtained by previous operators between 2010 and 2013. For the resource estimate, 100 drill holes totaling 27,021 meters were completed. Continued focus is on exploring an "El Rubi" zone located 4 to 5km north of the historic mining area, for which exploration work indicates a substantial zone of significant resources.

Exploration companies such as Silver Viper Minerals provide leverage to silver and gold prices. A rise in precious metals prices and further project progress should boost the stock's market value, which currently stands at CAD 46 million.

YAMANA GOLD INC - Share buyback and reduction of the interest burden

The Company published several positive announcements recently. All of them were ignored by the market. The precious metals producer intends to buy back about 1.74 million of its outstanding common shares for about CAD 10 million. Further details are not yet known. In addition, the Canadians managed to achieve significant interest rate relief through changes on the debt side. Yamana issued 10-year unsecured senior notes in the volume of USD 500 million, replacing other debt. That means savings of USD 21.6 million per year as of now.


Good or bad, cheap or expensive? This assessment is always linked to the time perspective of an investment or trading position. Forward-looking investors should look at the stocks presented, as important information is not yet priced in. For more risk-averse investors, the Silver Viper Minerals share offers the best risk-reward ratio.


Author

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

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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  • Silver

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