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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


11. March 2021 | 09:10 CET

BP, Saturn Oil + Gas, Royal Dutch Shell - JP Morgan: Oil price rises to USD 190 due to supply deficit - these are the future price rockets!

  • Oil
Photo credits: pixabay.com

Last spring in the middle of the Corona Crisis, when the oil price was at the bottom, the US investment bank JP Morgan published a bold forecast. Although this was ridiculed at first, it was to be given more attention in the future. The experts drew a plausible scenario of an upcoming "oil supercycle." The oversupplied oil markets would transition to a "fundamental supply deficit" starting in 2022, which would drive the oil price close to the USD 100 mark at that time. In the medium term, the investment bank's analysts even expect a price level of USD 190. If the forecasts are only half correct, then it is: buy, buy, buy. We present you 3 shares with huge potential!

time to read: 2 minutes by Carsten Mainitz


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

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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 - more than just a green logo

BP's share price has risen by more than 50% since its low at the end of October and is currently trading at around 314 pence. At that time, the oil price was just below USD 40. The share has thus underperformed the commodity since the fall. The reasons are certainly the extremely high loss that the British oil Company had to make in 2020 and the missed annual figures' expectations presented on February 2. Nevertheless, a decent dividend was paid.

In part, however, it is also the prospects that do not entirely convince investors because not all investors are as bullish about the price development of black gold as JP Morgan, who see a price potential of up to 440 pence for the shares - a nice upside of almost 40%!

In addition, it is the strategic turn that the Group is taking. By 2030, BP wants to develop into an integrated energy Company that focuses on providing customers solutions. In doing so, BP will invest more in renewables and develop existing hydrocarbon reservoirs. All oil and gas processing sites are under review. Most recently, BP reported that it would divest several oil fields in Kazakhstan. Even if the stock is not a "pure play" in the oil market going forward, we view the transformation positively. After all, the focus is on sustainability, which is becoming increasingly important for investors and profitability. With the BP share, you will be able to sleep soundly.

SATURN OIL & GAS INC - share is far too cheap

There are several reasons why investors should take a closer look at the stock of Canadian oil and gas producer Saturn Oil & Gas. First of all, the Company, which focuses on the acquisition and development of undervalued and low-risk oil and gas areas in Canada, is very favorably valued. At the current price of CAD 0.14, the market capitalization is just CAD 33 million.

The current operational focus is the province of Saskatchewan. The declared goal is to build a portfolio with strong cash flows. Acquisitions also fit perfectly into the picture, which CEO John Jeffrey again explicitly emphasized a few months ago. Such a deal could, of course, trigger a share price firework. But the low-cost position also makes the stock extremely exciting and gives it significant leverage for when the oil price rises.

Another critical point is sustainability, which the Company addressed at an early stage and is successively increasing its efforts and measures and personnel. Investors can still find a favorable entry opportunity in the share at the moment.

ROYAL DUTCH SHELL PLC - currently not a favorite of analysts

Royal Dutch Shell has also taken up the cause of sustainability. Under the motto "Powering Progress," the Group wants to work on a significant reduction of CO2 emissions and achieve further sustainable goals and increase the value of its shares.

According to market estimates, the Group will generate around 85% of its expected 2021 sales of EUR 211 billion from the refining and distributing of crude oil and natural gas. Its portfolio includes 15 refineries worldwide and a network of 45,000 service stations.

On average, analysts expect a net income of EUR 9 billion for the current year, giving the stock a P/E ratio of 16. The dividend yield is currently calculated at 3.3%. On average, the share is currently seen as having a low upside potential of only 8%.


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:

12. April 2021 | 11:43 CET | by Carsten Mainitz

BP, Saturn Oil + Gas, BASF - Fuel for the portfolio: lots of good news!

  • Oil

Opinions on the markets about where the oil price will stand in the short, medium and long term are becoming increasingly diverse. But there is also a lot happening strategically and operationally, which is easily lost in the jumble of information. Last week, British oil giant BP reported that it would reach its planned net debt target much earlier - as early as the first quarter. The highlight: The Group announced that it would again be buying back a large number of shares when it reached its target. How does Moody's rating change fit into the picture with an upgrade for the short-term and a downgrade for the long-term outlook? Below, we will take a closer look at the BP share, BASF's oil and gas shareholding developments and Wintershall Dea and its stock market plans. Also exciting is the opportunity presented by emerging Canadian oil and gas producer Saturn, which could enter a new dimension with a takeover.

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30. March 2021 | 11:19 CET | by André Will-Laudien

Saturn Oil + Gas - BP - BYD: Can hydrogen replace oil?

  • Oil

A pious wish goes again and again through the political decision-making centers of the world. How do we get the planet clean(er)? The Paris Climate Agreement came into force on November 4, 2016, exactly 30 days after 55 countries had already waved through acceptance in their parliaments. In the draft resolutions, 163 states had drawn up their climate protection plans; for the Federal Republic of Germany, this is the Climate Protection Plan 2050 with a long list of politically controversial individual measures. The core element remains the financially neutral CO2 steering levy, and air traffic to and from countries in the European Economic Area is also included. Donald Trump saw it as one of his first acts to say "NO." Now Joe Biden is turning the wheel back in the right direction - we hope!

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25. March 2021 | 08:15 CET | by Nico Popp

Gazprom, BP, Saturn Oil + Gas: Which oil stock is the best?

  • Oil

The oil price has long since left the crisis behind. Even though North Sea Brent crude prices have fallen somewhat in recent days, the outlook remains bright. At a time when everyone is talking about renewable energy, market experts emphasize that fossil fuels will continue to play an important role in the world. The energy transition is a process, not an event. Above all, oil producers that act sustainably could continue to score points. We present three stocks.

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