Menu

Recent Interviews

Stephan Dorfmeister, Finance Department, Deep Nature Project GmbH

Stephan Dorfmeister
Finance Department | Deep Nature Project GmbH
Untere Hauptstraße 168, 7122 Gols (AT)

office@deep-nature.at

+43 681 10139055

Like Aurora Cannabis and Canopy Growth, Deep Nature Project GmbH focuses on value chain


Alison Coutts, Executive Chairman, Memphasys Ltd.

Alison Coutts
Executive Chairman | Memphasys Ltd.
30 Richmond Road, 2140 Homebush West (AUS)

alison.coutts@memphasys.com

+61 2 8415 7300

Memphasys Executive Chairman Alison Coutts on in vitro fertilisation (IVF)


Thomas Soltau, CEO, wallstreet:online capital AG

Thomas Soltau
CEO | wallstreet:online capital AG
Michaelkirchstraße 17/18, 10179 Berlin (D)

service@smartbroker.de

+49 30 27 57 76 464

Smartbroker - wallstreet:online capital AG CEO Thomas Soltau in an interview on the market launch


11. May 2020 | 08:42 CET

BP, Crescent Point, Saturn Oil & Gas, Shell - the 300% chance of the billionaire?

  • Oil

When renowned financial institutions and billionaires have an opinion, it is often heard in the market, especially when it does not correspond to the current mainstream. The more established the name or the bigger the bank account, the more weight this opinion carries with investors. In recent weeks, the oil price has become a plaything for politicians. The decline in demand for crude oil in connection with the restrictions imposed to contain the spread of the corona pandemic, coupled with inconsistencies within the OPEC+ cartel, have even pushed the futures for WTI oil into negative territory on its expiration date in April. This is an unprecedented situation, which is also a foundation for the creation of new wealth. Billionaire Naguib Sawiris and JP Morgen agree on the price trend and expect high potential.

time to read: 1 minutes by Mario Hose


 

Experiences and expertise

The Egyptian Naguib Sawiris is Chairman and CEO of Orascom Investment Holding and is one of the world's most wealthy individuals. In a recent interview Sawiris gave an assessment of the development of the oil price. Due to the expected change in the competitive situation, the successful company executive believes that the oil price will rise from the current level of about USD 25 to USD 100 per barrel in the next 18 months. The experts at JP Morgen also assume that the oil price could move back into the triple-digit range in the next two years.

Peaceful oil for the future

The opportunities for investors to participate in the oil sector are manifold. In addition to futures, funds and certificates, company shares offer an opportunity to bet on the turnaround of the oil price. The higher the oil price, the higher the margin for the companies. European and Canadian listed companies will be able to profit from the expected boom and, conversely, their shareholders will also benefit.

Especially the importance of environmental protection and the observance of human rights will gain in importance in the future. Modern society attaches great importance to sustainability and ethical integrity. In this context, the purchase of oil from undemocratic countries is highly questionable.

Canada with potential

For example, a diversified portfolio can include various oil stocks from democratic regions. Investors who share the opinion of JP Morgan and Sawiris and believe that oil will continue to play an important role in the economy in the coming years should look at the shares of European companies BP and Shell. The shares of Crescent Point and Saturn Oil & Gas promise potential in Canada.

The management of the young producer Saturn Oil & Gas has taken up the subject of ESG and plans to expand through acquisitions. Given that the market value of this company is around CAD 27 million, the price potential at the current level of CAD 0.115 is correspondingly high.


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 shares in the aforementioned companies and that there may therefore be a conflict of interest. Further details can be found in our Conflict of Interest & Risk Disclosure.


Related comments:

19. May 2020 | 15:56 CET

BP, Chevron, ENI, Saturn Oil & Gas, Shell, Total - what investors need to know now

  • Oil

About a month ago, market participants around the world learned that the end of a price slide does not have to end at zero on the expiry date of WTI contracts. Anyone who thought that a barrel of American WTI at USD 0.01, which is 159 litres of crude oil, would be a special bargain on the expiration date and took the chance was taught an expensive lesson. The expiration date of 20 April 2020 will go down in history with an initial negative settlement price of USD -37.63. The USA is known to be the land of opportunity and this seems to be another chapter.

Read

06. May 2020 | 05:57 CET

BP, Exxon, Shell, Saturn Oil & Gas - Crude oil up to USD 100 in May?

  • Oil

In recent weeks, even experienced investors have learned a lot about the oil market. When the price of WTI slipped into the red in April 2020, this was a first in the history of black gold. On the one hand, the oversupply of producers put pressure on prices, but speculators also caused the distortions. It was a dangerous mixture on the expiry date of the May contracts. In two weeks' time, the June contracts expire and the price development is eagerly awaited, but this time it can also go the other way.

Read

27. April 2020 | 07:30 CET

BP, Exxon, Saturn Oil & Gas - North America and EU ready for oil deal?

  • Oil

Something is brewing in North America, because nothing less than social and economic independence is at stake. COVID 19 has shown that dependencies in the supply chain pose great dangers. On the one hand, modern society had to learn how difficult it is to obtain masks and, on the other hand, Saudi Arabia ruined the price stability of crude oil by increasing its production volume. An act that deliberately came at an inopportune moment, because with the measures to stem the spread of the corona virus, the demand for the black gold had already fallen by over 20%. The price level of recent weeks at USD 20 per barrel for WTI will drive a large part of the US oil industry into ruin and increase dependence on the OPEC states.

Read