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Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG

Dr. Thomas Gutschlag
CEO | Deutsche Rohstoff AG
Q7, 24, 68161 Mannheim (D)

info@rohstoff.de

+49 621 490 817 0

Interview Deutsche Rohstoff AG: "We can imagine additional investments in the field of electromobility."


Steve Cope, President, CEO and Director, Silver Viper

Steve Cope
President, CEO and Director | Silver Viper
1055 W Hastings St Suite 1130, V6E 2E9 Vancouver (CAN)

info@silverviperminerals.com

+1-604-687-8566

Interview with Silver Viper: Future price drivers and takeover fantasy


Karim Nanji, CEO, Marble Financial

Karim Nanji
CEO | Marble Financial
1200-1166 Alberni Street, V6E 3Z3 Vancouver (CAN)

info@marblefinancial.ca

+1-604-336-0185

Interview with Marble Financial: Fintech innovator plans expansion into the US


22. March 2021 | 08:30 CET

Desert Gold, Barrick Gold, Aurelius Equity, TeamViewer - The April Winners!

  • Gold
Photo credits: pixabay.com

The March decline is over. Which stocks will be the winners in April? Gold turned in at USD 1,680 and ended up at USD 1,745 on Friday. The substantial rise in yields in the first quarter certainly helped here, bringing the US 30-year yield from 1.7% closer to the 2.5% mark. At this point, the inflation discussions start to get loud, which immediately feed through to the growth stocks on the NASDAQ. Borrowed money becomes more expensive, making it all the more difficult to re-finance growth companies. Often in history, interest rate turning points were also critical stock phases, but there was always a laughing winner: GOLD!

time to read: 3 minutes by André Will-Laudien


Jared Scharf, CEO, Desert Gold Ventures Inc.
"[...] Our SMSZ project is the largest contiguous land package of any exploration company in the region at 400km2 and overlays a 38km portion of the prolific Senegal Mali Shear Zone. [...]" Jared Scharf, CEO, Desert Gold Ventures Inc.

Full interview

 

Author

André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

About the author


Desert Gold - Best positioned in Africa

The search for gold in Africa already has a long history. Apart from the extraction of diamonds, crude oil, copper and coltan, gold in particular is an important component of African raw material extraction. In addition to the large gold-producing countries such as China, the USA/Canada, Russia and Australia, there are many smaller countries in which new gold mines have been developed in recent years. These include Ghana, Tanzania and Mali.

Desert Gold Ventures operates a 410 square kilometer project in the Senegal Mali Shear Zone (SMSZ) in western Mali. The SMSZ is associated with 5 adjacent mines and is considered the most extensive contiguous non-producing land package in the area with very prominent geological structural features.

Fieldwork resumed in early December 2020. The Company's joint venture partner, Indigo Exploration, has already completed its auger drilling program on the Djimbala concession area, located in the Yanfolila gold belt in southern Mali. All samples have been delivered to the laboratory for assaying and results should be available soon. A 20,000 meter drill program is already fully funded for 2021. Desert Gold is now focusing on the Gourbassi West, Gourbassi East and Barani East zones.

The goal of the exploration program is to develop a Tier 1 gold deposit that can be optimally integrated, especially for a significant gold producer. The Desert share price currently stands at CAD 0.15, so a major like Barrick Gold would only need to invest USD 16 million to secure this interesting property.

Barrick Gold - net debt reduced to zero

One more look at the world's second-largest gold company. Facing challenges in all regions, especially the Covid-19 pandemic, Barrick Gold has done an excellent job in 2020. CEO Mark Bristow is very pleased with the Company's performance, particularly its ESG strategy with all stakeholders, a critical factor in last year's performance.

Barrick Gold, which as recently as 2013 was saddled with a debt mountain of more than USD 13 billion, now has zero net debt, no significant maturities over the next 10 years and a robust balance sheet with strong liquidity of more than USD 5 billion. The quarterly dividend has tripled. The board recommended in the AGM that an additional USD 750 million of cash be distributed this year as a return of capital to shareholders.

Momentum in the gold sector is very high, which is why we believe the acquisition merry-go-round will pick up this year. A promising explorer like Desert Gold could come up with an unexpected offer very quickly. Last week it was announced that Evolution Mining offered a 40% premium to the market price for Battle North Gold.

Aurelius Equity - Acquisition of Panasonic Battery Division

Aurelius Equity Opportunities SE is an investment company specializing in special situations. With the publication of the annual figures 2020, there will be significantly more corporate transactions again this year. In the last few days, the first takeover announcements were made, namely HÜPPE GmbH (manufacturer of shower walls) and Panasonic's European consumer battery business.

These transactions are good examples of Aurelius' successful carve-out model, whereby marginal businesses are taken out of large groups and developed further. The Panasonic transaction is a co-investment, as there are also plans to implement larger acquisition projects in the future. Panasonic's new group division employs around 900 people and comes in at EUR 230 million in sales for 2019.

The Aurelius share was one of the best performing German stocks in the last 4 weeks. The share price was able to jump up by 55%, but there are now chart resistances at prices around EUR 28.5.

TeamViewer - Sponsorship agreement with Manchester United

Sometimes an offensive move is just too much for shareholders. TeamViewer's share price is plummeting after an exciting marketing campaign. The reason for this is the announcement that the Company will become the main sponsor of the Premier League club Manchester United from the new 2021/22 season. The German software Company hopes that the marketing and sponsorship partnership will significantly increase its profile on the international stage.

Now, many companies would love to have this jersey spot but can't afford it. TeamViewer is following in the footsteps of Chevrolet and AIG and will appear in the media in a big way for the first time. After all, Manchester United has 1.1 billion supporters worldwide and is always at the forefront on the international turf.

"We are very excited about this great partnership with this legendary soccer club. It will further increase the international awareness of our brand and significantly contribute to marketing our comprehensive solution portfolio even better across all customer groups," says Oliver Steil, CEO of TeamViewer.

Details of the sports sponsorship agreement have been kept under wraps by all parties involved. The TeamViewer share acknowledged the contract with a weekly loss of 12%. Due to the predominantly positive effects of the deal, we expect the share price to recover soon.


Author

André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

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:

15. April 2021 | 07:24 CET | by André Will-Laudien

Coinbase, Plug Power, NSJ Gold Corp. - Bitcoin, inflation, gold - triple whammy!

  • Gold

The crypto craze has erupted. Nothing is currently causing as much of a stir as cryptocurrencies, their trading platforms and all the service companies surrounding them. Never before have there been such price surges in associated assets in such a short period. There is widespread talk of the crypto world as a means to combat inflation and provide a new payment system. Let's be honest: a currency that fluctuates by more than 500% every six months is hardly suitable for mapping the payment flows of millions of transactions in the goods sector. A Bitcoin that cost EUR 10,000 in the summer of 2020 has reached prices of over EUR 50,000 today. How should one deal with this alleged "currency" - Impossible, as Bitcoin itself is probably inflationary!

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15. April 2021 | 07:00 CET | by Nico Popp

Barrick Gold, Desert Gold, Steinhoff: Where inflation is an opportunity

  • Gold

Inflation is back! In the USA, annual inflation has already climbed to 2.6%. Experts believe that the 3% mark will also be targeted during the course of the year. What does this mean for investors? It is becoming increasingly more important to protect one's assets! Shares can play a central role here as these traditionally perform well during inflationary phases. But beware: Inflation strikes particularly hard at growth stocks that will only make profits in the distant future.

Read

14. April 2021 | 12:30 CET | by André Will-Laudien

Osino Resources, Barrick Gold, Sibanye Stillwater - Gold in Turnaround!

  • Gold

The large gold producers are left lying in the current environment. What counts on the capital markets is the slight inflation, which one gladly accepts, because the economies have been suffering for years from the prescribed minus interest rate and deflationary tendencies. In other stock market cycles, demonetization phases were always good times for the precious metals; this is not yet evident at present. After the significant correction in March 2020, there were sharp rises in mining stocks until late summer 2020, but a large part of the gains will gradually melt away again in 2021. Is there still hope for the precious metals?

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