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Lewis Black
CEO | Almonty Industries
100 King Street West, M5X 1C7 Toronto (CAN)

+1 (647) 438-9766

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Nick Luksha
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Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
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Trettaustr.32, 21107 Hamburg (DE)


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08. November 2021 | 11:28 CET

Deutsche Rohstoff, Saturn Oil + Gas, BP - Rise to hysteria

  • Oil
Photo credits:

Energy prices in Germany continue to rise, driving inflation beyond the 4% mark. Heating oil alone increased in price by around 80% within a year. However, there is no end in sight to the rise. The supply bottleneck and immense demand are likely to push oil prices above the psychological USD 100 mark in the next few years. Analysts at JPMorgan even see a new supercycle approaching the world and renewed their forecast to an oil price of USD 190 in 2025.

time to read: 3 minutes by Stefan Feulner
ISIN: DT.ROHSTOFF AG NA O.N. | DE000A0XYG76 , Saturn Oil + Gas Inc. | CA80412L8832 , BP PLC DL-_25 | GB0007980591

Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG
"[...] China's dominance is one of the reasons why we are so heavily involved in the tungsten market. Here, around 85% of production is in Chinese hands. [...]" Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG

Full interview



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

Undervalued with high potential

The climate turnaround is supposed to come, politicians argue about the earliest achievement of climate neutrality. But the transformation will not work that easily or quickly. Alternative energy sources such as wind and solar power alone will not supply the population with sufficient energy. Due to the increasingly scarce supply - the major oil companies are shifting toward green energy - and with the rising demand, black gold will become more precious than ever in the coming years.

Companies that concentrate purely on the production of light oil will therefore profit. A prime example of this is Saturn Oil & Gas, which is increasing its daily production twentyfold to 7,000 barrels per day by acquiring new areas and, in one move, becoming one of the leading producers. At the same time, the current price of CAD 4.00 is far from reflecting the Company's potential.

The analysts at Beacon Securities, for example, see a buy candidate with a price target of CAD 10.15 at the opening of their coverage. The "massive" valuation discounts, according to the experts, should only last temporarily. Saturn is at the lower end of the range on almost all valuation parameters, they say. According to Beacon, as soon as investors are convinced that the Company can deliver the expected growth and that liabilities will be significantly reduced soon, the valuation should move closer to the peer group average. If that happens, analysts agree, the stock could trade at two to three times its current price.

Results from the latest drill programs at the Loverna property were announced last week. All three Loverna wells were successful, began production in October 2021, and are consistent with the Company's internal light oil production guidance. Justin Kaufmann, senior vice-president of Saturn Oil & Gas, expressed satisfaction with the program's results, especially the southernmost well: "It was executed in a section not previously explored for the Viking oil formation and is delivering the largest production of the three wells executed. It is further proof of our geological model in the area, supports the development of five contiguous land sections of Saturn and reduces the risk for up to ten new ERH well locations."

Deutsche Rohstoff opens up

Deutsche Rohstoff AG is capitalizing on the momentum and further accelerating oil and gas production. In the process, Bright Rock Energy, a Wyoming-based portfolio company of the Mannheim-based Company, is starting production earlier than planned. The drilling results will reveal important insights into the development of the very extensive areas that Bright Rock holds in the Powder River Basin. In addition, applications are underway by Deutsche Rohstoff AG to permit additional drilling.

As we reported months ago, the CEO, Dr. Thomas Gutschlag, plans with investments outside the oil sector. In particular, the investment focus should be on the boom topic of electromobility. Ceritech, a subsidiary in which Deutsche Rohstoff AG holds 73.45%, has now been floated on the stock exchange. At present, Ceritech is an empty shell company, and there is currently no operating business in the company, which is traded on the Düsseldorf stock exchange. Instead, mining projects in gold or battery metals are to be added to the portfolio. In this way, the Mannheim-based company is building up a second mainstay alongside its successful oil business. The share remains exciting.

Gas contracts are a burden

Although BP wants to transform itself into a green company in the next few years, the British Company still earns plenty from its traditional business. BP earned USD 3.32 billion in the past quarter, adjusted for special items such as valuation changes on oil inventories, beating analysts' estimates. A year ago, adjusted earnings were only USD 86 million due to lower oil prices.

Management plans to use the proceeds to buy back more shares. In this way, an additional USD 1.25 billion is to be freed up. Investment bank Jefferies kept the oil company on "hold" and raised the price target to GBP 360. With free cash flow yields above 10% for 2022, the sector remains cheap, it said.

Despite the shift from fossil fuels to renewables, oil will continue to be needed in the coming years. Tighter supply is being matched by rising demand. In addition to BP and Deutsche Rohstoff AG, the undervalued oil producer Saturn Oil & Gas also benefits from this.


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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16. November 2021 | 12:58 CET | by Stefan Feulner

Nordex, Saturn Oil + Gas, TotalEnergies - Good numbers, bad numbers

  • Oil

While the third-quarter figures of many companies in the renewable energies sector were disappointing, oil companies were able to profit from rising oil and natural gas prices. Even though the recently concluded World Climate Conference resolved to move away from fossil fuels, experts believe that oil demand is likely to continue, if not increase, in the coming decade.


09. November 2021 | 13:17 CET | by Fabian Lorenz

Nordex, Gazprom, Saturn Oil + Gas: Rising oil and gas price drive

  • Oil

Leading politicians and industry leaders are meeting in Glasgow until November 12 for the climate conference. So far, however, there has been nothing more than "hot air" to report. Not only climate activists are disappointed. Even German Development Minister Gerd Müller criticized the interim results. "The emerging resolutions are not enough to achieve the 1.5-degree target," the CSU politician told Redaktionsnetzwerk Deutschland. There is also little news on the expansion of renewable energies. It is therefore not surprising that the oil price is picking up again. With a rise to USD 83.78, the price for the Brent variety has ended the correction. There is also no relief in sight for the price of gas. The shares of Gazprom and Saturn Oil & Gas are benefiting from this. But Nordex is also attracting attention with new orders.


03. November 2021 | 12:49 CET | by André Will-Laudien

Royal Dutch, BP, Saturn Oil + Gas: OPEC sends oil to 100 dollars!

  • Oil

The oil rally continues! In October, the Brent and WTI grades recorded an increase of around 10%. Market observers justified the friendly month with the good mood on the stock markets. The risk appetite returned due to the turn of the markets at the beginning of October. More volatile asset classes such as commodities benefited from this. Time and again, reference is also made to fuel reserves in China, which had recently fallen sharply. The world's second-largest economy could now buy more on the oil market to strategically replenish its reserves. Tension is rising in the oil market. Which stocks can benefit in this environment?