Close menu




November 16th, 2023 | 07:30 CET

Desert Gold, Nordex, RWE: Gold and wind energy as solid investments: Portfolio diversification for sustainable growth

  • Mining
  • Gold
  • Energy
  • Sustainability
Photo credits: RWE AG

At first glance, gold and wind energy may appear to be complementary, but they have surprising connections. While gold is considered a 'safe haven' and investment, the increasing importance of renewable energies, such as wind power, is impacting the global energy market. Desert Gold is an experienced explorer with a 440 sq km gold property in West Africa, with 20 gold zones that may contain promising precious metal deposits. Wind turbine manufacturer Nordex impresses with solid business in the third quarter. RWE, as a global player, appears to be one step ahead with its offshore wind projects. Find out here why both investments can be worthwhile.

time to read: 4 minutes | Author: Juliane Zielonka
ISIN: DESERT GOLD VENTURES | CA25039N4084 , RWE AG INH O.N. | DE0007037129 , NORDEX SE O.N. | DE000A0D6554

Table of contents:


    Nick Mather, CEO, SolGold PLC
    "[...] We knew the world was rapidly electrifying and urbanising and needing significant amounts of copper to do so. [...]" Nick Mather, CEO, SolGold PLC

    Full interview

     

    Desert Gold in Mali: Mali - A country in transition with promising investment opportunities

    There is currently a lot going on in Mali in West Africa. In order to avoid sinking into the chaos of fake news, local NGOs are working to train local journalists and bloggers to fact-check reports. Because in the long term, the decision on war and peace in the Sahel lies in the hands of a digitized young generation connected via social networks. The NGOs aim to resolve conflicts before they escalate further. The plan nzz.ch/feuilleton/medien/mali-schulung-von-journalisten-und-bloggern-gegen-hass-im-netz-ld.1764802 seems to be working, as the country has a lot to offer.

    Mali is rich in mineral resources, including phosphate, uranium and limestone, and is one of the largest gold producers in Africa. The leading companies in Mali are B2Gold, Barrick Gold and AngloGold Ashanti. In 2022, the global market capitalization of gold mining was estimated at around USD 198 billion and is expected to rise to around USD 260 billion by 2030. This corresponds to a CAGR of approximately 3.5% from 2023 to 2030. linkedin.com/pulse/global-gold-mining-market-size-share-growth-trends-outlook-howard Solid, relaxed growth with a desire for the safe haven.

    One up-and-coming gold producer in Mali is Desert Gold Ventures. The explorer company has used the last few years to explore its 440 sq km SMSZ project extensively. There are more than twenty gold zones in this project. Desert Gold Ventures has the potential to become one of the most important mine operators in the region. According to the latest results, the project is located in Gold Zone 1 and has Inferred mineral resources of 769,200 ounces of gold. In addition, there are Measured and Indicated (M&I) mineral resources of 310,300 ounces of gold. This highlights the project's potential desertgold.ca/projects/smsz-project and positions it among well-known world-class gold deposits.

    Nordex: Successful quarterly figures and promising prospects

    In contrast to Siemens Energy, investors in Nordex can look forward to share price gains. The North German company performed well in the past quarter. Nordex posted earnings before interest, taxes, depreciation and amortization (EBITDA) of EUR 48 million in Q3/2023, compared to a loss of EUR 27 million in the same period of the previous year. Someone has done their homework.

    "The third quarter was characterized by a high installation rate for the Nordex Group. This allowed us to achieve an improvement in our sales and earnings as more lucrative projects were completed," says CEO Jose Luis Blanco about the results. The Nordex Group confirmed its outlook and continues to expect an increase in revenues to between EUR 5.6 and 6.1 billion in 2023, compared to EUR 4.5 billion last year, and an EBITDA margin between -2% and +3%, compared to -1.5% in 2022.

    What makes wind energy so exciting for investors: The European Commission launched a public consultation on renewable energy permits in January 2022 to accelerate progress towards the target of 40% renewable energy by 2030. According to a recently published report by Kings Research, the global wind energy market size reached USD 112.23 billion in 2022 and is expected to reach USD 278.43 billion by 2030, growing at a CAGR of 13.67% from 2023 to 2030. renewableenergymagazine.com/wind/global-wind-power-market-to-record-robust-20231114

    Solid investments in classic precious metals and the growth sector of wind energy can provide good portfolio diversification

    The run on the latest forms of energy continues. Energy group RWE and Hyundai Engineering & Construction, a subsidiary of the prestigious Hyundai Motor Group from Korea, have signed a Memorandum of Understanding (MoU) to cooperate in the fields of offshore wind and green hydrogen. Both companies aim to accelerate the energy transition in Korea by promoting offshore wind while contributing to the growth of the hydrogen economy.

    This is in line with the country's net-zero target by 2050 and the government's plans to increase renewable energy capacity to 108.3 GW by 2036, of which 34.1 GW is dedicated to wind energy, including 24 GW for offshore wind. It is important to note that South Korea is surrounded by sea. The partnership also aims to explore business opportunities globally in the offshore wind sector.

    RWE's third-quarter results from Q3/23 are also impressive. Thanks to good earnings from international power generation, a robust Supply & Trading business, and expansion in renewables, adjusted EBITDA reached EUR 6.2 billion. Adjusted net income amounted to EUR 3.4 billion. In the first nine months of 2023, more than EUR 10 billion was invested in acquisitions and projects in the renewable energy sector. Currently, 100 projects with a total capacity of 7.8 GW are under construction in ten countries.


    Gold is and remains a safe haven in uncertain times with geopolitical tensions and should be integrated into well-diversified portfolios for balance. Taking a closer look, Nordex has had a successful business year. However, attentive investors who scrutinize Siemens Energy are aware of potential challenges. In such cases, it can be helpful to take a more meta approach and invest in an energy company like RWE, which is responsible for establishing entire offshore wind parks. With Desert Gold in Mali, West Africa is also suitable for long-term strategies, especially as the young, digitally connected generation there can decide the country's future. With its countless natural resources, Mali has excellent prospects for international engagement. Those who prefer a local approach should look closer at Nordex, while those who think globally are in good hands with RWE.


    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

    Juliane Zielonka

    Born in Bielefeld, she studied German, English and psychology. The emergence of the Internet in the early '90s led her from university to training in graphic design and marketing communications. After years of agency work in corporate branding, she switched to publishing and learned her editorial craft at Hubert Burda Media.

    About the author



    Related comments:

    Commented by André Will-Laudien on October 22nd, 2025 | 07:35 CEST

    Gold and silver – New record highs! Keep an eye on Barrick, Agnico Eagle, Desert Gold, and First Majestic!

    • Mining
    • Gold
    • Silver
    • Commodities

    Silver prices broke through the USD 53 mark for the first time at the beginning of the week, and gold is attempting to reach the USD 4,300 mark. Precious metal enthusiasts have been anticipating these moves for a long time, but traders on the futures exchanges clearly have not. In addition to extreme physical scarcity, the exploding prices are also attributed to heavy short squeezes. The physical silver market is under tremendous pressure as the availability of real metal to hedge the numerous futures transactions is severely limited. This imbalance is causing erratic market reactions and driving the spot price into an almost exponential sell-off. The current rally in precious metals is driven by geopolitical uncertainty, industrial demand factors, and the search for safe investments. In times of excessive government debt, the weakness of the US dollar is now also weighing on the market. Which companies should investors keep a close eye on now?

    Read

    Commented by Fabian Lorenz on October 22nd, 2025 | 07:30 CEST

    SHARE PRICE EXPLOSION for commodity gems!? Nordex, Aurubis, Salzgitter, and Power Metallic Mines!

    • Mining
    • Lithium
    • Copper
    • Commodities
    • Steel
    • Wind
    • renewableenergies

    Shares in the commodities and precious metals sector have been unstoppable in recent weeks. Power Metallic Mines could soon become an explosive latecomer to the rally. There are good reasons for this, as the CEO recently made clear. At Aurubis, the rally appears to be over for now. Analysts are skeptical, and the major shareholder is cashing in his shares - albeit in an unusual way. So should you sell now, too? The past few months have been unusually positive for Nordex. There is currently no sign of a slump in the wind business. What are analysts saying after the latest order intake?

    Read

    Commented by Carsten Mainitz on October 22nd, 2025 | 07:25 CEST

    The stock market success stories Almonty Industries, TKMS, and Steyr Motors are opening a new chapter - and it is still not too late to get in!

    • Mining
    • Tungsten
    • CriticalMetals
    • Automotive
    • hightech
    • Defense

    The trade conflict between the US and China is intensifying and reaching a new strategic dimension. Beijing is deliberately restricting exports of critical raw materials and rare earths that are indispensable for high-tech industries, defense, and the energy transition. Western industries are coming under pressure, security of supply is faltering, and prices are rising. Meanwhile, the beneficiaries of this situation, such as producers of critical raw materials, are experiencing a boom. What happens next, and what does the stock market newcomer TKMS have to do with it?

    Read