16. February 2021 | 11:00 CET
CureVac, Desert Gold, TUI - These are the big winners!
Slowly one no longer hears the topic of the Corona Crisis. Every day there are new developments on the table. Will the lockdown be lifted, when will people be allowed to travel again, and when will retail and restaurants reopen their doors? In the first phase of the pandemic, you could identify the winners, for example, online retailers like Amazon. We should keep a close eye on which industry is benefiting or who is starting to make a comeback.
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ISIN: CA25039N4084 , NL0015436031 , DE000TUAG000
"[...] We have a clear strategy for neutralizing sovereign risk in Papua New Guinea. [...]" Matthew Salthouse, CEO, Kainantu Resources
Desert Gold - The debt profiteer
Yes, you are right. Investments in gold or gold mines are boring. I agree, researching the price of gold is certainly not as exciting as analyzing a new technology like blockchain, artificial intelligence or deep learning. But the fact is that a gigantic mountain of debt has piled up due to central banks printing money over the past decades. According to the Federal Reserve, interest rates are likely to remain unchanged until at least 2023. Jerome Powell recently made it clear that there would be no tapering of the Fed's monthly bond purchases in the near future.
For one thing, there was no inflation and the labor market was still far from the target. Now is not the time to talk about an exit from loose monetary policy, Powell said. That's a great long-term breeding ground for investing in gold mining stocks. One exciting stock is Desert Gold Ventures. The Company has its exploration focus in the West African nation of Mali, the continent's third-largest gold producer.
At the core of its portfolio are two gold exploration permits with large land areas, one for the SMSZ project, one of the largest gold exploration projects in West Africa, and the other Djimbala. In early December, the Company launched the most extensive exploration program in history at the Senegal Mali Shear Zone reference project. The fully-funded program provides for the drilling of 20,000 meters with additional demand drilling of a further 20,000 meters. In 2021, a breakthrough is expected at the SMSZ project, where several promising advanced stage targets are located in the right regional setting. Desert Gold's share price corrected from the August 2020 high of CAD 0.35 to the current CAD 0.18. The financing ran over at CAD 0.28. First, this is a steep discount to the price at the time, and second, the 20,000-meter drill program is at least one step further along.
CureVac - things are still going well
It is a little later than the competition around BioNTech, Moderna or AstraZeneca, but things are going well at the vaccine manufacturer CureVac. EMA, the European Medicines Agency, has now included the Tübingen-based Company's vaccine in its rolling review. The process is faster than conventional reviews, but just as thorough, the EMA wrote in a statement. The decision is based on preliminary results of laboratory tests and clinical trials, it said. From these, the EMA said it is clear that the vaccine stimulates the production of antibodies against the coronavirus.
Meanwhile, the Tübingen-based vaccine manufacturer's partner, pharmaceutical giant Bayer, plans to ship the vaccine from its plant in Wuppertal later this year. CureVac had launched the pivotal trial for its vaccine with more than 35,000 participants in December. The Tübingen-based Company expects to be able to submit regulatory applications for the drug in the second quarter. For marketing and production, CureVac recently allied itself with the Leverkusen-based pharmaceutical and agrochemical group Bayer and also brought on board other partners such as Rentschler Biopharma, the British pharmaceutical group GlaxoSmithKline, Wacker Chemie and Fareva.
TUI - When will the starting signal be given?
The rapid ramp-up of the vaccination program in most countries is boosting the optimism of tourism giant TUI. Thus, the Hanover-based Company expects a quick recovery of the slumped travel business in the summer. Whereas customers had primarily paid attention to value for money in the past, flexibility is now the top priority. According to Andryszak, two-thirds of all new bookings are currently so-called flex bookings, allowing vacationers to change or cancel flight packages or accommodation bookings free of charge up to 14 days before arrival. According to Saxon Prime Minister Michael Kretschmer, the indications for Easter vacation are very bad, and it is possible there could be no Easter vacation within Germany.
Too much mobility through travel and tourism, is poison. One would destroy everything which one built up laboriously since December. These are more or less the words that the Prime Minister of Saxony told 'Bild am Sonntag'.
The TUI share presented itself firmly in the market yesterday and was quoted at EUR 3.93 shortly before the market closed. A break above the EUR 4.08 mark would provide follow-up potential to EUR 4.80. However, due to the vague news situation, an entry is an absolute risk investment.