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Andrew Davidson, CEO, Royal Helium Limited

Andrew Davidson
CEO | Royal Helium Limited
224, 4th Avenue South, S7K 5M5 Saskatoon (CAN)

davidson@royalheliumltd.com

+1 (306) 281-9104

Royal Helium CEO Andrew Davidson on NASA, SpaceX and the path to dynamic growth


Craig Taylor, CEO, Defense Metals

Craig Taylor
CEO | Defense Metals
605-815 Hornby St., V6Z 1T9 Vancouver (CAN)

craig@defensemetals.com

+1 (778) 994 8072

Milestones, ESG as an USP and the new openness of policy toward rare earths outside China - Defense Metals provides backgrounds


Alex Kent, Managing Director, Aspermont Limited

Alex Kent
Managing Director | Aspermont Limited
613 - 619 Wellington Street, WA, 6000 Perth (AUS)

Corporate@aspermont.com

+61 8 6263 9100

Aspermont shows the success of digitalization - Alex Kent has an agenda


11. November 2020 | 12:22 CET

BYD, Saturn Oil & Gas, Plug Power - This news is incredible!

  • Investments
Photo credits: pixabay.com

Since Saturday, when Joe Biden was declared the 46th President of the United States of America and then on Monday afternoon with BioNTech and Pfizer announcing the positive results of the Corona vaccine tests, we seem to be living in a restored world again, at least in the stock market. The technology stocks that excited during the crisis, which benefited from digitalization and e-commerce, plummeted. By contrast, cyclical stocks from the old economy, which were boring for many, boomed again. Oil stocks also celebrated an astonishing comeback. The trend of regrouping is likely to continue.

time to read: 2 minutes by Stefan Feulner


 

Author

Stefan Feulner

The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.

About the author


Huge step

For the management of the Canadian oil exploration Company, Saturn Oil & Gas, last Friday was both Easter and Christmas. With Jean-Pierre Colin's commitment to join the Canadian oil exploration Company as a senior strategy consultant, the goal of becoming an innovation leader in the oil and gas industry is becoming increasingly apparent.

40 years of concentrated experience

The newcomer has an impressive and almost endless track record. Among other things, Colin has advised several senior politicians in the federal government and Privy Council of Canada, and five acquisitions by Petro-Canada of the country's largest oil and gas companies in the 1980s. Also, the strategist served on the boards of many successful junior commodities companies, including Pelangio Mines Inc. and Virginia Gold Inc., which sold its Eleonor project for more than $1 billion to Goldcorp Inc., now known as Newmont Corporation.

Strong focus on acquisitions

As stated in a press release, Colin commented: "Saturn Oil & Gas represents a unique opportunity to build an oil & gas acquisition vehicle that can provide accretive growth and returns for its shareholders and other key stakeholders." The goal of successfully making acquisitions has long been pursued by the experienced Canadian CEO, John Jeffrey. His maxim is to make acquisitions rather than develop his own drilling programs.

Share close to breakout

For Saturn Oil & Gas It is probably only a matter of time before the first reports of success in terms of financing or new acquisitions are received. At the moment, the paper is struggling with the CAD 0.12 mark. The trading volume has been surprisingly high in the last few days with rising prices. A short squeeze would therefore come as no surprise.

High rating despite a rally

Tesla's Chinese competitor continued to receive a buy rating from analyst firm, Daiwa. The price target was raised significantly from HKD 150 to HKD 250. The reason for the continued bullish mood among experts is the sharply increased profit forecasts for the fourth quarter. The new flagship Company, Han, in particular, is likely to sell like hot cakes. The analysts also expect significant sales in 2021. At the moment there are 40,000 orders for the Han. For the last two months of 2020, being November and December, 10,000 orders for each month are expected for the new flagship.

Better than expected

Although the fuel manufacturer Plug Power disappointed investors and analysts with its loss, the Company was able to impress in terms of sales and outlook. With a loss of USD 0.11, the Company fell short of analysts' forecasts. The analysts bet on a loss of only minus USD 0.07. In contrast, sales were significantly better than expected at USD 125.6 million. The forecast here was only USD 106.5 million.

Outlook and "Green Deal"

Plug Power remains optimistic that it will be able to achieve its medium-term goals. The sales target for 2024 is USD 1.2 billion, followed by an operating profit of around USD 200 million and an adjusted EBITDA margin of over 20%. With the green deal announced by the new US president, these forecasts appear to be quite realistic.


Author

Stefan Feulner

The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.

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.


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  • Investments

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