Close menu




July 21st, 2022 | 11:34 CEST

Buy now? BioNTech, Nordex and MAS Gold

  • Gold
  • Biotechnology
Photo credits: pixabay.com

The mood on the world's stock markets has stabilized in recent days. Hopes are alive that inflation and the US dollar have seen their highs for now. Even a soft landing of the US economy is no longer ruled out. Therefore, for example, JPMorgan and Goldman Sachs advise buying shares because, from the perspective of the US banks, the chances of a V-shaped recovery of the stock markets are increasing. That could benefit stocks that have fallen by the wayside in recent months, including BioNTech. The Wiesbaden-based Company could be in for an exciting fall. A weaker US dollar would give a boost to the gold price. Gold explorer MAS Gold should be able to profit from this. Nordex has at least full coffers after two capital increases but continues to have problems. However, Jefferies advises buying.

time to read: 3 minutes | Author: Fabian Lorenz
ISIN: BIONTECH SE SPON. ADRS 1 | US09075V1026 , NORDEX SE O.N. | DE000A0D6554 , MAS Gold Corp. | CA57457A1057

Table of contents:


    Ryan Jackson, CEO, Newlox Gold Ventures Corp.
    "[...] We quickly learned that the tailings are high-grade, often as high as 20 grams of gold per tonne; because they are produced by artisanal miners, local miners who use outdated technology for gold production. [...]" Ryan Jackson, CEO, Newlox Gold Ventures Corp.

    Full interview

     

    MAS Gold: Favorably valued with leverage on the gold price

    In recent months, gold has not lived up to its reputation as a safe haven. The reason for this is especially the strong US dollar, which has noticeably hurt the gold price. But more and more experts expect that the US dollar has already seen its peak price or will reach it by the fall. Then not only the gold price should go up, but also gold mining shares. Those who like it a little more speculative reach for explorer shares. MAS Gold is one of them. The share price of the Canadian Company has halved in recent months to around EUR 0.042, and the market capitalization is only around EUR 10 million - anything but expensive. That is because MAS Gold is active in one of the best mining regions in the world: the La Ronge greenstone belt in the Canadian province of Saskatchewan. There is an excellent infrastructure there and it is assumed that there are still more than 1 million ounces of gold in the ground. MAS Gold wants to take a leaf out of this book.

    In this attractive region, the Canadians own several properties with gold deposits and copper-gold deposits. The total area covers more than 34,000 hectares. Most recently, the Company purchased an additional 843-hectare area. The latest drill results were also promising. They showed an average gold grade of 0.61 to 1.88 g/t over more than 4,000m. Further drilling is planned in order to make a medium-term production decision. Financing has been secured for the time being through two recent private placements. Encouragingly, much of the capital is coming from management and insiders around CEO Jim Engdahl. From the mining veteran's perspective, MAS Gold is in for an exciting exploration season. With a rising gold price and continued good drill results, the stock could be in for a golden second half.

    BioNTech: A golden autumn ahead?

    BioNTech shareholders are also hoping for a golden autumn. However, this would mean that a new Corona wave will hit us, which would once again flush billions into the coffers of the vaccine manufacturer. The World Health Organization (WHO) has warned of an autumn wave. It is observing with concern the rising numbers of infections and hospitalizations in Europe. With the end of the vacation season and the start of the new school year, the numbers could rise further and pose a challenge for fall and winter. BioNTech is preparing for such a scenario: Together with partner Pfizer, they have submitted an application to the European Medicines Agency (EMA) for approval of their COVID-19 vaccine adapted for the Omicron subvariant BA.1. The US Food and Drug Administration (FDA) is also currently reviewing the enhanced vaccine. BioNTech shares have bottomed out nicely in recent months and are currently trading at around EUR 160. With a new Corona wave in Europe and the US, the BioNTech share could succeed in breaking out to the upside. There is still plenty of room to reach the all-time high of over EUR 400.

    Nordex: Buy recommendation from Jefferies despite ongoing problems

    Given the urgent need for alternatives to energy imports from Russia and other countries, the wind energy sector is also facing golden times. Unfortunately, however, there is no sign of this at Nordex. The Company has been struggling with low margins for a long time. The problems are numerous: large competitors, supply bottlenecks, increased raw material prices, high transport costs and rising interest rates. At least in the short term, the Company has full coffers as two capital increases were carried out within a few weeks. From Goldman Sachs' point of view, the capitalization worries that arose in the last quarterly report have thus been dispelled for the time being. However, the other problems remain; therefore, Goldman analysts rate the Nordex share as "neutral" with a target price of EUR 13.70. Jefferies is somewhat more optimistic. The analysts emphasize that cash holdings are of great importance in the wind power industry. In addition, Nordex has good prospects in Europe in particular. For them, the Nordex share is, therefore, a "buy" with a price target of EUR 16. The stock is currently trading at just over EUR 8.


    According to JPMorgan, sentiment on the stock markets is rising and investors should position themselves. BioNTech should benefit from a Corona wave in the fall and MAS Gold from good drilling results and a weaker US dollar. Nordex has many problems, even though Jefferies recommends the stock.


    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and the like on news.financial. These contents are exclusively for the information of the readers and do not represent any call to action or recommendations, neither explicitly nor implicitly they are to be understood as an assurance of possible price developments. The contents do not replace individual expert investment advice and do not constitute an offer to sell the discussed share(s) or other financial instruments, nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but a journalistic or advertising text. Readers or users who make investment decisions or carry out transactions on the basis of the information provided here do so entirely at their own risk. No contractual relationship is established between Apaton Finance GmbH and its readers or the users of its offers, as our information only refers to the company and not to the investment decision of the reader or user.

    The acquisition of financial instruments involves high risks, which can lead to the total loss of the invested capital. The information published by Apaton Finance GmbH and its authors is based on careful research. Nevertheless, no liability is assumed for financial losses or a content-related guarantee for the topicality, correctness, appropriateness and completeness of the content provided here. Please also note our Terms of use.


    Der Autor

    Fabian Lorenz

    For more than twenty years, the Cologne native has been intensively involved with the stock market, both professionally and privately. He is particularly passionate about national and international small and micro caps.

    About the author



    Related comments:

    Commented by Armin Schulz on December 5th, 2024 | 07:15 CET

    Evotec has exploded – Will BioNxt Solutions and Bayer follow suit?

    • Biotechnology
    • Biotech
    • Pharma

    The biotechnology and pharmaceutical industries are among the most advanced and forward-looking sectors of the global economy. With the development of innovative drugs, therapies, and technologies, the industry is pursuing the goal of sustainably improving the quality of life of millions of people. Intensive research, enormous investments, and a strong focus on groundbreaking innovations define this field, where science and technology work together in close cooperation. Companies such as Evotec, Bayer, and BioNxt Solutions are among the most interesting players in Germany. We take a look at the latest developments.

    Read

    Commented by Fabian Lorenz on December 4th, 2024 | 07:10 CET

    CAUTION with Bayer! Is Evotec facing a SLUMP? 123fahrschule stock with 200% POTENTIAL?

    • Digitization
    • Technology
    • Biotechnology
    • Pharma

    After convincing quarterly figures, analysts have reaffirmed their "Buy" recommendations for the 123fahrschule share. The development of the operating cash flow is seen as particularly positive. Revenues and profits are expected to increase significantly in the coming years, with experts estimating the fair value of the stock to be more than 200% above the current level. Evotec remains under pressure. Following the failed acquisition, a board member is now also leaving the Company. Analysts are divided: will the share price rise to EUR 14 or fall to EUR 4? And what is Bayer doing? According to analysts, the shaken pharmaceutical and agrochemical giant is facing a challenging year ahead. Will margins fall again in 2025? Will the share price follow suit?

    Read

    Commented by André Will-Laudien on December 3rd, 2024 | 07:10 CET

    Year-end rally: DAX high, Bitcoin, or gold? SMCI, Thunder Gold, Dell and SAP under the microscope

    • Mining
    • Gold
    • Crypto
    • Software
    • chips
    • Digitization

    December begins as November ended: New highs on the DAX, high-tech stocks remain in demand, and Bitcoin and gold are consolidating slightly. With only 16 trading days left, now is the time to find the right portfolio structure for 2025. Despite unbridled investor optimism, next year could see a sector rotation that causes the overbought stocks to consolidate and brings long-neglected stocks to the forefront. At Super Micro Computer, many uncertainties are now being put into perspective. Its partner, Nvidia, has not been able to report any new highs since the Q3 figures. On the other hand, SAP is enjoying record growth, having seen one of the strongest rebounds since its founding. What happens now? Here are some ideas for risk-conscious investors.

    Read