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Dirk Graszt, CEO, Clean Logistics SE

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

info@cleanlogistics.de

+49-4171-6791300

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)

info@krl.com.sg

+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)

info@troilusgold.com

+1 (647) 276-0050

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


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
ISIN: GB0007980591 , CA80412L1076 , GB00B03MLX29


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

 

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:

25. October 2021 | 12:36 CET | by Armin Schulz

BP, Saturn Oil & Gas, Royal Dutch Shell - Oil stocks take off

  • Oil

Anyone who has to fill up their car at the moment will not be thrilled. Prices at gas stations rose in some cases to over EUR 2. The reason is the further rising oil price. An end to this trend is currently not in sight. Morgan Stanley analyst Martijn Rats raised his forecasts for the first quarter of 2022 to USD 95 and sees the oil price at USD 70 per barrel in the long term. Falling supply due to scaled-back investments is causing prices to rise. Due to climate protection and the targets set, investments in the development of new oil wells have been significantly reduced. In 2014 it was still USD 740 billion; 6 years later, it is only USD 350 billion. Oil producers are currently benefiting the most from this development, so we take a closer look at three companies.

Read

21. October 2021 | 10:11 CET | by Carsten Mainitz

Gazprom, Saturn Oil + Gas, TotalEnergies - Rising prices continue to create a party atmosphere

  • Oil

Europe is currently experiencing an energy crisis. Drivers are noticing it clearly at the gas pumps and users of gas heating systems in their bills. The reasons are manifold: the recovery of the economy after Corona, the curbing of coal-fired power generation for climate protection reasons, the growing hunger for energy of emerging economies and, last but not least, weather effects. In Germany, there is an additional reason: the phase-out of nuclear energy is currently causing a strong expansion of gas-fired power generation to secure the baseload. The beneficiaries of this development are the oil and gas producers - and thus their investors.

Read

06. October 2021 | 12:56 CET | by Stefan Feulner

BYD, Saturn Oil + Gas, Royal Dutch Shell - Explosion on the oil market

  • Oil

The Organization of Petroleum Exporting Countries OPEC and its alliance partners led by Russia (OPEC+) have decided to increase production only gradually, despite tight supply. Demand is recovering strongly as the Delta variant of the coronavirus subsides. The result is skyrocketing oil prices, which are the highest they have been in seven years. In contrast, oil producer shares are still far from their highs.

Read