Menu

Recent Interviews

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".


John Jeffrey, CEO, Saturn Oil + Gas Inc.

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

info@saturnoil.com

+1-587-392-7900

Saturn Oil + Gas CEO John Jeffrey: "Acquisition has increased production by 2,000%"


02. September 2021 | 13:22 CET

BYD, Kainantu Resources, DWS - Investing against the tide

  • Gold
Photo credits: pixabay.com

It is well known that a successful long-term strategy in times of high inflation is to invest in tangible assets. Whether it is stocks, gold or real estate, or a mix of these is up to the taste of the individual investor. Looking at the big picture, there is certainly nothing wrong with investing in companies that benefit from the economic development and rising purchasing power of expanding economies. Geographically, Asia is one of the most dynamic regions with large sales markets. We will show you how you can profit from these developments. Who has the best opportunities?

time to read: 3 minutes by Carsten Mainitz
ISIN: BYD CO. LTD H YC 1 | CNE100000296 , Kainantu Resources Ltd. | CA48301H1073 , DWS GROUP GMBH+CO.KGAA ON | DE000DWS1007


Bradley Rourke, President, CEO and Director, Scottie Resources Corp.
"[...] The transaction offers benefits to all parties: Shareholders now have three promising projects in their portfolio. [...]" Bradley Rourke, President, CEO and Director, Scottie Resources Corp.

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


BYD CO LTD - In expansion mode

The BYD share has been one of the top performers in recent months. Currently, the shares of the Chinese electric car manufacturer are scratching at a new all-time high. The latest reports make us sit up and take notice; the group is continuing its dynamic expansion mode. BYD recently announced its intention to enter the Indian market soon with an exclusive B2B vehicle.

BYD has already been present in Indian cities with electric buses for eight years. Now a new chapter is to be opened. Its strategy in relation to the world's fifth-largest automotive market is to launch a multi-purpose electric vehicle from the fourth quarter of 2021. The group thus plans to "participate in every Indian consumer's journey to electric vehicles."

But it's making headway elsewhere, too. Recently, BYD unveiled two new battery-electric heavy-duty trucks at the ACT Expo in Long Beach, California. These models represent the next generation of heavy-duty electric trucks with improved aerodynamics, energy efficiency and advanced driver assistance systems as standard equipment.

KAINANTU RESOURCES LTD - Undiscovered Value

In the long run, the precious metal gold is a good inflation hedge. Investor legends like Jim Rogers are fans of gold and silver. If we look at the last 10 years, the current gold quotation is more at the upper end of the trading range, with a price of over USD 1,800. That allows mining companies to lock in high profits. But investors should also not lose sight of companies that are not yet producing. Exploration and development companies offer attractive value enhancement leverage, even if this has to be bought with a higher risk.

One such Company is Kainantu Resources. The Canadian-listed gold explorer has its geographic focus on the Asia-Pacific region. Kainantu Resources owns several prospective projects in Papua New Guinea. KRL South and KRL North are located in the well-known mining region, the high-grade Kainantu gold district. They have the potential to host high-grade epithermal and porphyry mineralization. In the immediate vicinity is K92 Mining's high-grade producing gold mine. In addition, the Kainantu Resources properties and the K92 project share the same geology. That is an important indication of the project's upside.

To capitalize on the potential in the country, the Company recently acquired the May River Project, which comprises three properties totaling 1,697 sq km. Previous drilling returned gold grades of 54m at 1.83 g/t, 109m at 1.53 g/t, and 96m at 0.89 g/t. In addition, several copper anomalies were encountered. Currently, the Company has a market value of just under CAD 10 million. With project progress and a rising gold price, higher valuations are inevitable.

DWS GROUP GMBH & CO KGAA - Price slide and now?

Only a few weeks ago, the world was in order. The fund company presented strong half-year figures in the wake of the global stock market boom and was thinking aloud about raising its medium-term targets. Net profit increased by 40% to EUR 340 million in the first six months of the current fiscal year, exceeding analysts' estimates. Due to price gains and fund flows (especially ETFs), client assets under management grew to a record volume of EUR 859 billion. In several respects, the investment in the fund house Harvest in China had a positive impact.

But then the massive accusations of a former employee sent the stock on a downward spiral. The insider accused the Company of massive misrepresentations regarding its ESG investments. In the meantime, even the US Securities and Exchange Commission (SEC) is investigating based on the ex-managers statements. If the allegations are confirmed, this will very likely damage the Company's image and outflows of funds. However, most analysts have not changed investment ratings or price targets after the "scandal". The share price has fallen by more than 15%, which means that the Company currently has a market capitalization of around EUR 7 billion. If the current analysts' estimates for this year and next year are halfway accurate, the stock is favorably valued. The P/E ratio for 2021 and 2022 is 10, and the experts are forecasting a dividend yield of a good 6% for both years.


Inflation and low interest rates are the precursors to a sustained stock market boom. Different strategies are available for this. If you are betting on electromobility and Asia, BYD is the right choice. The DWS share is currently a little uncertain. The fund company is favorably valued and benefits from the stock market boom, even if there is currently a threat of damage to its image. If you want to combine the facets of shares and precious metals and also take advantage of the opportunities of a still-young company, you should take a close look at the shares of Kainantu Resources.


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. September 2021 | 12:42 CET | by Carsten Mainitz

Desert Gold, Barrick Gold, flatexDEGIRO - What is next after the correction?

  • Gold

Not always does an equation work out when investing in the short term. Patience and a longer-term investment horizon are not often emphasized for nothing. Investments in tangible assets such as stocks, commodities and real estate have been proven to protect against a loss of purchasing power. Precious metals are also suitable as crisis currencies over more extended periods. Setbacks offer opportunities! Who has the best cards?

Read

17. September 2021 | 10:41 CET | by Stefan Feulner

Steinhoff, Tembo Gold, Nikola - Strong rebound potential

  • Gold

Which investor does not dream of investing in a stock anticyclically during strong price setbacks to earn disproportionately from the rebound? But the anticyclical investment strategy, in which one bets against the broad mass, is associated with considerable risks. Because of this, one should analyze the object of one's desire carefully to see the reasons for the rapid sell-off. Are they self-inflicted problems, as was best observed in the Wirecard example, or is the impulse coming from outside.

Read

16. September 2021 | 12:45 CET | by Carsten Mainitz

Triumph Gold, First Majestic, Varta - Inflation is getting worse than we think - How to safeguard your assets!

  • Gold

Inflation in the US eased slightly in August from July's 5.4% to 5.3%. Nevertheless, this is a high value. It would be premature to derive a trend reversal from this. Far more dramatic are the rates of inflation in wholesale prices in Germany. As the Federal Statistical Office recently reported, these rose by 12.3% year-on-year in August. It was the most substantial increase since October 1974, during the first oil crisis. Investors should invest in tangible assets such as shares, real estate, commodities, or precious metals to protect their assets. Who offers the best risk-reward ratio?

Read