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Lewis Black, CEO, Almonty Industries

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

info@almonty.com

+1 (647) 438-9766

Interview with mine operator Almonty Industries: "Tungsten makes e-cars better"


Nick Luksha, President, Prospect Ridge Resources

Nick Luksha
President | Prospect Ridge Resources
1288 West Cordova Street Suite 2807, V6C 3R3 Vancouver (CAN)

info@prospectridgeresources.com

Interview Prospect Ridge Resources: These fillets taste good to the market


Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
CEO | Clean Logistics SE
Trettaustr.32, 21107 Hamburg (DE)

info@cleanlogistics.de

+49-4171-6791300

Interview Clean Logistics: Hydrogen challenge to Daimler + Co.


16. November 2021 | 10:02 CET

Deutsche Telekom, MAS Gold, K+S: An insider tip against inflation

  • Gold
Photo credits: pixabay.com

The latest trends are usually first seen abroad and then gradually spill over into the German-speaking world. Examples include delivery services, co-working spaces and Uber. One trend that German savers, in particular, can do without is inflation. But here, too, everything looks as if Europe is emulating the USA. While the US has already been hit hard by inflation, with inflation hovering around 6% in recent months, the figures in Europe are lower. But in a globalized world, it is only a matter of time before inflation rises here too. We present three stocks that investors think of when it comes to inflation protection.

time to read: 3 minutes by Nico Popp
ISIN: DEUTSCHE TELEKOM ADR 1 | US2515661054 , MAS Gold Corp. | CA57457A1057 , K+S AG NA O.N. | DE000KSAG888


David Mason, Managing Director, CEO, NewPeak Metals Ltd.
"[...] We can make a big increase in value with little capital. [...]" David Mason, Managing Director, CEO, NewPeak Metals Ltd.

Full interview

 

Author

Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

About the author


Deutsche Telekom: Solid boredom buster

Deutsche Telekom is a true people's stock. At the end of the 1990s, the stock market debut of the pink giant attracted many private investors to the trading floor for the first time - and immediately caused them to slip. After a brief period of hype, the share price plummeted. But the stock has recovered - at least a little. Today, the share price is almost higher than it has been in the past 10 years. At the same time, the stock offers a dividend yield of more than 3%. Since telecommunications services have become an indispensable part of the modern world and the Internet is now just as much a part of essential services like electricity or heating, Deutsche Telekom shares can certainly be considered an attractive inflation investment. Why? The contributions for Internet and mobile communications flow in month after month. Deutsche Telekom also has a certain pricing power over its customers. If necessary, increases of a few percent can be easily hidden or otherwise concealed in new service packages. Since Deutsche Telekom scores with good performance, customers will remain loyal to the Company even if it becomes a little more expensive.

However, for a share to be suitable as a long-term investment, the Company must also be able to convince in operational terms. In the case of Deutsche Telekom, the assessment is mixed. Although the Company scores particularly well with a strong US business and otherwise with promising developments in almost all areas, such as T-Systems, the Company offers cautious investors only a low equity ratio. In chart terms, the share has fallen back again after a positive signal in the summer. Beyond EUR 17.50, it will be decided whether the share can take off in the long term. Currently, the signs are somewhat on a sideways trend.

MAS Gold: Many good reasons and EUR 10 million market capitalization

The MAS Gold share is of a completely different caliber than Deutsche Telekom. The project developer in the Canadian district of Saskatchewan is currently valued at only around EUR 10 million. The Company has set itself the target of reporting a gold resource of 1 million ounces and finds the best conditions for this in one of the most popular mining locations in the world. The target is the La Ronge gold belt, where MAS Gold has several projects and wants to create synergies between these projects. Centralized processing facilities could ensure that capital expenditures are reduced when measured against the individual project. MAS Gold calls this strategy a hub-and-spoke model and is also working on acquisitions of properties in the region in parallel to the exploration of existing deposits.

MAS Gold's approach is interesting because it allows the Company to actively influence several factors to increase valuations: First, multiple projects provide a steady flow of news following exploration work, which should attract new investors. Second, synergies at a later stage of development could justify share price premiums, and third, MAS Gold's multiple projects within a region give it an information advantage in potential acquisitions. While the hub-and-spoke model also offers regional concentration risk, regional risks should not be as significant in mining-friendly Saskatchewan. The stock is highly speculative, but that makes it all the more suitable as a small portfolio addition with multiplication potential. Although the gold market is currently anything but "hot", these are perfect conditions for anti-cyclical investors who build up positions gradually and in tranches.

K+S: Nice trend, but...

Like MAS Gold, the K+S share is also considered a suitable choice for inflation protection. The fertilizer and salt producer benefits from rising prices for agricultural commodities and has also freed itself operationally in the past year. Most recently, K+S reported a 32% increase in revenues to EUR 746 million. Earnings also improved - after taxes, the Company posted a profit of EUR 1.279 billion. So everything is rosy at K+S? After the figures, several analysts issued "hold" recommendations. Although the share has recently shown a clear upward trend, there are several resistances ahead. The air is likely to become thin at EUR 18 at the latest, probably even before that.


While K+S is one of the obvious choices for investors regarding inflation protection, this deliberate effect could be quickly nullified in the event of profit-taking after the end of the short-term uptrend. The Telekom share is somewhat less hot in this context. The market has distributed even less advance praise at MAS Gold - the value has been trading sideways for months, but at the same time offers some possible catalysts for rising prices. A rising gold price could leverage this potential.


Author

Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

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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26. November 2021 | 14:06 CET | by Carsten Mainitz

MAS Gold, K+S, Klöckner & Co. - For fans of real assets!

  • Gold

Inflation has certainly not yet reached its peak. The scenario of only a short phase of major losses in purchasing power - according to the position of the central banks - must be doubted anyway. Therefore, forward-looking investors should invest in tangible assets such as stocks, bonds or commodities. Anyone thinking of building up or expanding a commodities portfolio should take a closer look at the following stocks. Who is winning the race?

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Gazprom, Tembo Gold, Nvidia - Inflation and rare goods

  • Gold

Inflation has jumped not only in the USA but also in Germany. With an inflation rate of 4.5% in October, we now have the highest value in Germany in almost three decades. One driver of monetary devaluation is the cost of energy, which has become significantly more expensive, especially in the past year. While the oil price was still in negative territory at the beginning of the pandemic, it was recently quoted above USD 80. The chip shortage can be observed in the automotive industry, but graphics cards are also rare and are traded at a significant premium to the recommended retail price. Graphics cards are used for mining cryptocurrencies. It seems that bitcoin is increasingly becoming a value protection asset and competes with gold, the number one inflation protection.

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22. November 2021 | 12:50 CET | by Nico Popp

Amazon, Desert Gold, Deutsche Telekom: First movers are rewarded

  • Gold

Is it Christmas again? History is currently repeating itself: incidences are rising, Austria is going into lockdown, and German investors are gearing up for a form of contemplation that no one had expected after the vaccination successes in the summer. But life with a home office and delivery services also has advantages for passionate investors: There is plenty of time to take care of one's finances. Investors can profit since the market does not yet attach much importance to the dangers of inflation and the major central banks' ignorance of inflation. We present three stocks for long home office days.

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