Recent Interviews

Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
CEO | Clean Logistics SE
Trettaustr.32, 21107 Hamburg (DE)


Interview Clean Logistics: Hydrogen challenge to Daimler + Co.

Matthew Salthouse, CEO, Kainantu Resources

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

+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)

+1 (647) 276-0050

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

05. October 2021 | 11:40 CET

BioNTech, Varta, Sierra Grande Minerals - Is the countermovement coming?

  • Commodities
Photo credits:

The BioNTech share was under intense pressure in the past trading week. But even at the start of the week, the bulls could not prevail with a countermovement. There is also good news from the new German biotech star. Ripe for a rebound are also the shares of Varta and Sierra Grande. At Varta, the presentation of Apple's new Airpods could herald a share price recovery. Sierra Grande is suffering from weak precious metal prices. The Company has just published positive drilling results. Investors could soon look forward to rising prices for all three shares.

time to read: 3 minutes by Fabian Lorenz
ISIN: BIONTECH SE SPON. ADRS 1 | US09075V1026 , VARTA AG O.N. | DE000A0TGJ55 , Sierra Grande Minerals | CA82631L1085

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



Fabian Lorenz

For more than twenty years, the Cologne native has been intensively involved with the stock market, both professionally and privately. He is particularly passionate about national and international small and micro caps.

About the author

Sierra Grande: Out of the sideways trend with good drilling results?

Sierra Grande Minerals seems to be ripe for a countermovement. The Canadian exploration company has focused on the development of gold, silver, copper and molybdenum projects. The projects are located in the USA in the state of Nevada. Just recently, the first soil sample results from the Betty East project were reported. It is located less than 20 kilometers south of Kinross Gold's Tier 1 Round Mountain mine, and the results were positive. That suggests two promising trends. The northern trend "Knolls" shows distinct deposits of gold and arsenic, and the soil samples have extended the previous trend. A new trend has even been encountered to the northeast of the project. This trend shows silver, arsenic, antimony, mercury and molybdenum and is over 1.5 km long and up to 1.0 km wide.

Sonny Janda, President and Chief Executive Officer of Sierra, commented, "The results of our soil geochemical survey program at Betty East are very encouraging and confirm the existence of gold-bearing structures. Most intriguing, however, is the broad, apparently east and northeast trending soil geochemical anomaly containing multiple elements. We look forward to further exploring and evaluating this area in the coming months." In the coming months, Sierra Grande Minerals will focus on the new discovery to the northeast to evaluate the full extent better. An airborne magnetometer survey on the property is also being considered. Further details of the analysis should drive the share price, and perhaps sooner or later, big neighbor Kinross will grab it too.

BioNTech: Countermovement after the crash?

BioNTech shareholders needed strong nerves last week. The share fell to EUR 200. In August, it briefly traded above EUR 400. The reason for the recent price slide was the news that a Merck subsidiary will apply for emergency approval for a COVID-19 drug. It was foreseeable that sooner or later, an effective drug would come onto the market. But it will not replace vaccines. BioNTech should still be earning very well in 2022. At the same time, the biotech company is making progress in developing its cancer immunotherapies. The BNT122 vaccine for colorectal cancer, also based on mRNA technology, is now in phase 2 clinical trials, with around 200 patients in the US, Germany, Spain and Belgium expected to take part. It is already the second product from the cancer pipeline. Its efficacy against black skin cancer is also currently being investigated in a phase 2 trial. On Monday, the share at least caught itself and trended slightly positive. The price of EUR 400 was certainly exaggerated, but the share seems just as attractive at EUR 200.

Varta: Tailwind from new Apple Airpods?

In mid-August, Varta had published half-year figures. Since then, the battery specialist's stock has been on a downward trend, giving back virtually all of the year's gains. Investors were disappointed by the Company's outlook. Varta itself will not publish figures again until November 11, when it may raise its full-year forecast. Until then, Varta shares may get a tailwind from Apple. The tech company is a major customer of Varta. That is because Varta's microbatteries are in the Californians' Airpods. Now speculation is growing that Apple will introduce the third generation of its cordless headphones before the end of October. The last update was in April 2019, so the time seems ripe for a new generation. Especially since the Christmas shopping season is just around the corner. If Varta batteries are back on board, this should boost Varta shares and put the focus back on the Company's strong core business. However, analysts are traditionally cautious on Varta. Berenberg recently left its rating at "Hold" with a price target of EUR 125.

The stock market is currently very volatile. However, there are indications of a countermovement in all three shares. BioNTech continues to earn well and is making progress with its vaccine pipeline. Sierra Grande Minerals has discovered previously unknown deposits, and Varta should benefit from Apple's new Airpods.


Fabian Lorenz

For more than twenty years, the Cologne native has been intensively involved with the stock market, both professionally and privately. He is particularly passionate about national and international small and micro caps.

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:

19. October 2021 | 13:44 CET | by Fabian Lorenz

Barrick Gold, Standard Lithium, GSP Resource: Commodities booming

  • Commodities

Copper, lithium and oil are just a few examples of commodities whose prices are going through the roof. The shares of the producers of these commodities are benefiting as a result. In addition, there is now often a takeover fantasy. This applies, for example, to Standard Lithium. The US explorer has now also published positive data for its project. It also applies to GSP Resource. At least as far as drilling results and takeover fantasy are concerned. The share price, on the other hand, still has room for improvement. The same applies to Barrick Gold. The Q3 figures were convincing, with the gold company earning brilliantly on every ounce, but the shares are trading close to the year's low.


10. September 2021 | 13:50 CET | by Carsten Mainitz

Sierra Grande Minerals, Barrick Gold, Sibanye Stillwater - Tempting valuation levels

  • Commodities

Patience is a virtue. Especially on the stock market, investors are often required to be patient. Why do rising prices take so long to materialize, even though the relevant facts are already on the table? One or the other investor who has invested in commodity shares has undoubtedly experienced this or a similar situation. But those who take a longer-term view and make the proper sense of the relevant framework conditions that determine supply and demand will be successful. Precious metals have proven to be a protection against inflation over long periods of time. Various raw materials such as copper and lithium are experiencing rising demand as a result of electromobility. These three stocks offer opportunities.


10. September 2021 | 10:14 CET | by Nico Popp

Daimler, Aztec Minerals, Varta: How growth investments succeed

  • Commodities

New technologies are currently transforming the economy. The triumphant advance of electric cars is a done deal, and even buildings will soon be largely climate-neutral. First and foremost, carmakers, manufacturers of photovoltaic systems and energy storage systems are driving this development. But other beneficiaries are currently receiving little attention from the market. We present three stocks.