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Jim Payne, CEO, dynaCERT Inc.

Jim Payne
CEO | dynaCERT Inc.
101-501 Alliance Avenue, M6N 2J1 Toronto, Ontario (CAN)

jpayne@dynacert.com

+1 416 766 9691

dynaCERT CEO Jim Payne on attractive hydrogen opportunities


Sebastian-Justus Schmidt, CEO and Founder, Enapter AG

Sebastian-Justus Schmidt
CEO and Founder | Enapter AG
Ziegelhäuser Landstraße 1, 69120 Heidelberg (D)

info@enapterag.de

Enapter AG CEO and founder Sebastian-Justus Schmidt on the future of hydrogen


John Jeffrey, CEO, Saturn Oil & Gas Inc.

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

jjeffrey@saturnoil.com

+1-587-392-7900

Saturn Oil & Gas CEO John Jeffrey on the future of the company and ESG


04. January 2021 | 09:07 CET

BP, Saturn Oil & Gas, OMV - Sector rotation for investment success in 2021!

  • Energy
Photo credits: Saturn Oil & Gas Inc.

Technology stocks were among the darlings of investors in 2020. However, in the meantime, company valuations in this sector have soared to dizzying heights reminiscent of the Neuer Markt boom. Thus, it could be very worthwhile to take a look at the losers of the past year. Oil stocks posted red signs in the face of a 22% drop in the commodity price. But now the situation should change. Leading economic research institutes are forecasting global economic growth of over 4% in the new year. The oil price should also continue to rise, Goldman Sachs even sees upside potential of 30%. We show you which stocks will help you profit.

time to read: 3 minutes by Carsten Mainitz


John Jeffrey, CEO, Saturn Oil & Gas Inc.
"[...] When we acquire something, we want to make sure that the acquisition fits with our strategy and has the potential to be successful for our shareholders. [...]" John Jeffrey, CEO, Saturn Oil & Gas Inc.

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


BP PLC - reinventing itself

The British oil Company reported on Dec. 31 the completion of its major Southern Gas Corridor project. After more than seven years of construction, a new supply route for energy from the Caspian Sea to Europe was opened. The pipeline, which is 3,500 km long, consists of three sections that transport the gas from Azerbaijan and Georgia through Turkey via Greece and Albania to Italy.

Last year, however, was primarily characterized by the formulation of a plan for the Group's strategic realignment, with targets for 2030 and 2050. The long-term goal is that BP will no longer produce any environmentally harmful emissions on a net basis by 2050 at the latest. This forecast is linked to extensive measurement and control measures and the promise to implement the highest transparency standards. All oil and gas processing sites are to be analyzed in detail by 2023. The carbon intensity of the products sold is to be reduced by more than half in the long term. In addition, investments in non-oil and gas projects will be increased.

With its ambitious vision, BP has set a clear signal in terms of sustainability and transparency. So far, the steps have only been roughly outlined; this spring, the Group wants to be more specific. By 2030, BP intends to become an integrated energy company focused on providing solutions for customers. But back to the here and now - after halving the share price last year, investors should be able to look forward to increases in BP's share price in 2021 as oil prices pick up.

SATURN OIL & GAS INC - 2021: a new milestone in the Company's history

In the new year, Saturn Oil & Gas is expected to take another significant step in the Company's history. CEO John Jeffrey emphasized during a December interview, "the most efficient way to accelerate our growth right now is through acquisitions." Saturn is focused on acquiring and developing undervalued and low-risk oil and gas areas in Canada. The current focus is the province of Saskatchewan. The stated goal is to build a portfolio with strong cash flows.

To accommodate the further expansion in personnel, the Canadians already brought Wendy Woolsey on board as CFO in October. Woolsey has 25 years of experience in the oil industry. Jean-Pierre Colin joined the Company in November as Strategy Consultant and brings extensive experience in capital markets, commodity project financing, M&A and strategy.

Saturn's potential is currently not reflected in the share price. At the beginning of last year, the Canadian Company's shares were trading at CAD 0.15. Now, the share is about ¼ below this value. The market capitalization is only a moderate CAD 26 million. We are looking forward to further production data from the Company. In the past year, Saturn was able to secure more than half of its production. In our opinion, an acquisition will significantly increase the share price. An increase in the oil price should accelerate the momentum even further.

OMV AG - continues to focus

OMV produces and markets oil and gas, innovative energy solutions and high-quality petrochemical products. In the upstream sector, the Austrians focus on activities in Central and Eastern Europe. Still, they are also active in several core regions such as the Middle East, Africa, the North Sea, Russia and Asia-Pacific. In 2019, average daily production was 487,000 boe/d, dropping to 444,000 boe/d as of the end of September 2020. In the downstream segment, OMV manages three refineries in Europe. The Group also operates around 2,100 service stations in ten European countries.

In the last days of December, OMV reported that its Romanian subsidiary Petrom would divest itself of the two Kazakh Companies Kom-Munai and Tasbulat Oil Corporation. The two Companies hold the licenses for four onshore oil fields, representing only about 4% of Petrom's total production.

OMV is thus consistently moving forward on its chosen path of focusing. The Group made the strategic decision to focus on the Black Sea region concerning international upstream activities. The Group's share price also benefited from a rising oil price; in 2020, investors had to absorb a 34% decline in the share price.


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.


Related comments:

17. December 2020 | 09:46 CET | by André Will-Laudien

Saturn Oil & Gas, BP, Royal Dutch Shell: Now the right oil stock!

  • Energy

The stock market is like a pendulum that swings back and forth. The year 2020 was undoubtedly the year of electromobility - just one look at Tesla with its USD 600 billion capitalization is enough - and a year for the "hype topic" hydrogen, which though still needs at least 3 years of research and development for series production. Both are much-discussed alternatives to oil and other fossil fuels. Unfortunately, this comparison is somewhat misleading, as significant amounts of oil and coal are still used to generate both electricity and hydrogen. The drivers of electric vehicles like to pat themselves on the back because of their political compensation. Still, there is now a consensus in the research community that electric propulsion systems on a broad scale can in no way be described as a solution for sustainable economic activity. On the government side, of course, there are great tax incentives that probably reflect the intrinsic motivation of the e-belief community to a huge extent. However, if the battery goes on strike in the winter, fortunately, you still have the V8 in the private garage.

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26. November 2020 | 12:40 CET | by Stefan Feulner

Plug Power, Saturn Oil & Gas, JinkoSolar - Leverage your depot!

  • Energy

Successful tests and the imminent prospect of a vaccine against the coronavirus are causing the price of oil to explode. After the low in Brent oil in March at just under USD 18.00, the black gold more than doubled and is currently trading at USD 48.50. Even former pessimists such as the Bank of America see the price continuing to rise and forecast USD 60.00 per barrel by next summer. The easing of restrictions will lead to an increase in oil demand, according to the experts. Anyone who trades with leverage and wants to achieve disproportionate price gains should now look for promising oil producers.

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20. November 2020 | 10:59 CET | by Nico Popp

E.ON, RWE, Defense Metals: Energy investments - from boring to speculative

  • Energy

The experts of the investment house Clearbridge Investments report that the world could be facing a phase of economic recovery. Decisive factors for this development could be not only the measures of the central banks but also the investments in infrastructure. As the experts emphasize, investments of USD 100 billion would already create about one million jobs. Moreover, every dollar that is invested will pay off several times over in decades and contribute to growth. In contrast to previous years, not only the classic tech stocks should benefit from this growth, but also traditional sectors such as utilities.

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