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Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG

Dr. Thomas Gutschlag
CEO | Deutsche Rohstoff AG
Q7, 24, 68161 Mannheim (D)

info@rohstoff.de

+49 621 490 817 0

Interview Deutsche Rohstoff AG: "We can imagine additional investments in the field of electromobility."


Steve Cope, President, CEO and Director, Silver Viper

Steve Cope
President, CEO and Director | Silver Viper
1055 W Hastings St Suite 1130, V6E 2E9 Vancouver (CAN)

info@silverviperminerals.com

+1-604-687-8566

Interview with Silver Viper: Future price drivers and takeover fantasy


Karim Nanji, CEO, Marble Financial

Karim Nanji
CEO | Marble Financial
1200-1166 Alberni Street, V6E 3Z3 Vancouver (CAN)

info@marblefinancial.ca

+1-604-336-0185

Interview with Marble Financial: Fintech innovator plans expansion into the US


15. March 2021 | 07:20 CET

Bitcoin Group, Osino Resources, Newmont: Inflation winners for the portfolio

  • Gold
Photo credits: pixabay.com

Despite rising inflation and climbing energy prices, the European Central Bank is sticking to its ultra-loose course and will be even more involved in the bond market in the future than it already is. In this way, the monetary guardians want to recapture rising yields and improve companies and governments' refinancing conditions. While this is understandable in view of the crisis, it could be too much of a good thing as early as the second half of 2021. If the economy picks up again after the lockdowns and people enjoy their lives without restrictions for the first time in more than a year, inflation could loom. We present three stocks that many investors believe hold value and explain what is in them.

time to read: 3 minutes by Nico Popp


Nick Mather, CEO, SolGold PLC
"[...] We knew the world was rapidly electrifying and urbanising and needing significant amounts of copper to do so. [...]" Nick Mather, CEO, SolGold PLC

Full interview

 

Author

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


Bitcoin Group: Volatile future value

Bitcoin Group's stock has soared in the wake of the crypto hype. The Herford-based Company operates Bitcoin.de, a trading platform that has benefited from the favorable industry environment and posted its third-best monthly result in January in terms of commission revenue. In addition to a trading platform, the Company also offers futurum bank AG and can thus dovetail innovative crypto solutions with classic financial business. The tokenization of assets is considered a megatrend in the financial industry and, in addition to cost savings, promises the opportunity to make asset classes accessible to new groups of investors.

Companies that are fast in this area can do good business with real estate, art or other tangible assets in addition to cryptocurrencies. What is ultimately digitally securitized doesn't matter. All that matters is that the securitization is fast, efficient and cheap, thanks to blockchain technology. Then it no longer matters whether a wealthy investor invests in a painting or several thousand small investors together.

Bitcoin Group has set itself the goal of building investments with a future around cryptocurrencies and blockchain. In recent years, the Company has been developing steadily. The share has been trading firmer again for a few days but is still more than 20% cheaper than 3 months ago. While the stock is still stuck in a consolidation formation from a chart perspective, investors should keep an eye on the stock. The risk-reward ratio is currently already more favorable than a few weeks ago.

Osino Resources: Renowned project developer with leverage on the gold price

The Canadian Company Osino Resources was one of the biggest beneficiaries of the gold rally that started a little less than a year ago and drove the gold price to an all-time high last summer. Since then, the stock has been consolidating but holding very steady compared to other small resource companies. Osino Resources operates in Namibia in the middle of an emerging gold belt. Namibia is considered a stable democracy and a good place for resource projects, with B2Gold operating in the neighborhood of Osino's Twin Hills project. In recent months, exploration work on Twin Hills has brought to light, among other things, gold discoveries over 241 meters with grades of 0.65g/t. Intersections over 37 meters even yielded grades of 2.58 g/t.

The property is integrated into intact road infrastructure and is considered to be the next emerging gold region. Osino Resources is planning a preliminary feasibility study for the second quarter of 2021. At that time, the market will learn how to proceed with the project. Osino Resources has experienced management that has sold a project to B2Gold before and has illustrious shareholders, such as Rothchild, Earth Resource Investment Group, Mackenzie, Merk and J. Zechner. As an advanced project developer, Osino could benefit disproportionately from rising gold prices. The Company has sufficient capital in its coffers and a clear strategy. In times of rising inflation, the stock could be an attractive instrument to add to the portfolio.

Newmont: Solid but no more

One stock that is mentioned repeatedly as an alternative for investors, also because of its name, is Newmont. The Colorado-based Company makes around 80% of its revenues from gold, with another 20% coming from the sale of copper. Newmont offers an exciting mix - after all, copper is currently in great demand and benefits from the increasing demand for future technology such as electric cars or regenerative energies. In the last 3 months, however, the value hardly made any headway. The producer suffered from the falling gold prices - even the copper business did not help.

As a large producer, stocks like Newmont will benefit from rising commodity prices and shed their market weakness as soon as commodity futures prices start to rise again and the focus is more on inflation. However, the trees will not grow to the sky with such large companies. If you want to achieve significant effects for your portfolio even with smaller amounts, you should take a closer look at smaller stocks, such as Osino Resources. These usually offer far greater leverage to commodity prices and are thus an effective inflation hedge.


Author

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



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:

15. April 2021 | 07:24 CET | by André Will-Laudien

Coinbase, Plug Power, NSJ Gold Corp. - Bitcoin, inflation, gold - triple whammy!

  • Gold

The crypto craze has erupted. Nothing is currently causing as much of a stir as cryptocurrencies, their trading platforms and all the service companies surrounding them. Never before have there been such price surges in associated assets in such a short period. There is widespread talk of the crypto world as a means to combat inflation and provide a new payment system. Let's be honest: a currency that fluctuates by more than 500% every six months is hardly suitable for mapping the payment flows of millions of transactions in the goods sector. A Bitcoin that cost EUR 10,000 in the summer of 2020 has reached prices of over EUR 50,000 today. How should one deal with this alleged "currency" - Impossible, as Bitcoin itself is probably inflationary!

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15. April 2021 | 07:00 CET | by Nico Popp

Barrick Gold, Desert Gold, Steinhoff: Where inflation is an opportunity

  • Gold

Inflation is back! In the USA, annual inflation has already climbed to 2.6%. Experts believe that the 3% mark will also be targeted during the course of the year. What does this mean for investors? It is becoming increasingly more important to protect one's assets! Shares can play a central role here as these traditionally perform well during inflationary phases. But beware: Inflation strikes particularly hard at growth stocks that will only make profits in the distant future.

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14. April 2021 | 12:30 CET | by André Will-Laudien

Osino Resources, Barrick Gold, Sibanye Stillwater - Gold in Turnaround!

  • Gold

The large gold producers are left lying in the current environment. What counts on the capital markets is the slight inflation, which one gladly accepts, because the economies have been suffering for years from the prescribed minus interest rate and deflationary tendencies. In other stock market cycles, demonetization phases were always good times for the precious metals; this is not yet evident at present. After the significant correction in March 2020, there were sharp rises in mining stocks until late summer 2020, but a large part of the gains will gradually melt away again in 2021. Is there still hope for the precious metals?

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