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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


01. March 2021 | 09:48 CET

E.ON, Defense Metals, SAP - Outperform with strong sustainability companies!

  • ESG
Photo credits: pixabay.com

Sustainable investments play an increasingly important, sometimes decisive role for asset managers and institutional asset management. The embedding of ESG (Environment, Social and Governance) criteria in the corporate philosophy of the "money multipliers" and in particular in the process of investing money serves to differentiate from the competition, to improve risk management, to open up new business areas and to act in anticipation of possible EU regulations. For listed companies, this means making themselves attractive to investors through a transparent and comprehensive ESG policy. Several examples show that investors can outperform the broad market with ESG stocks. We present three promising investments.

time to read: 3 minutes by Carsten Mainitz


Dirk Harbecke, Executive Chairman, RockTech Lithium Inc.
"[...] In 2020, the die is finally cast in the automotive industry towards electromobility. [...]" Dirk Harbecke, Executive Chairman, RockTech Lithium Inc.

Full interview

 

Author

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

About the author


E.ON SE - Dividend hunter season is about to start

E.ON is a flagship candidate in terms of sustainability. No matter which research, system or rating one uses in ESG, the DAX group is almost always among the TOP 10. In the last 6 months, the stock has significantly underperformed the DAX and is 20 percentage points behind the benchmark. This extreme underperformance of the stock offers an excellent anti-cyclical investment opportunity.

Since the acquisition of Innogy from RWE and the sale of the renewable energy business to its competitor, RWE has become E.ON's largest shareholder with 15%. The expected synergies in the amount of EUR 600 to 800 million per year will take effect from 2022. E.ON's vision is to position itself as an operator of European energy networks and to provide modern customer solutions as an innovation driver of the energy transition in Europe. The topic of electromobility plays a vital role in this. Central to this are the challenges posed by the increasing interconnection of production and supply in local network structures.

On March 24, the EUR 22.3 billion Essen-based Group will publish its figures for the past fiscal year. In mid-May, shareholders can look forward to an attractive dividend. The payout will be determined at the Annual General Meeting on May 19. The dividend yield is likely to be above 5%, which should lead to buying by dividend hunters in the coming weeks. Analysts at Credit Suisse and Berenberg also see opportunities with the formulated price targets of EUR 10.30 and EUR 10.50, respectively, representing an upside potential of a good 20%.

DEFENSE METALS CORP - this will be a good year

The Canadian exploration Company focuses on the further development of the Wicheeda Rare Earth Project with a size of about 1,700 hectares in British Columbia. In February, the Company reported excellent results of hydrometric separation of material in the pilot plant. A preliminary feasibility study is planned before the end of the first half of 2021. A drilling program is also scheduled for the summer to upgrade further and increase the deposit size.

Rare earths are relevant to many industries. China's dominant market position generally leads to a desire for production outside the People's Republic, thus making supply chains more secure. Another aspect is sustainability, although, at first glance, there is a contradiction between ESG and supplying the defense industry with rare earths. Defense Metals intends to differentiate itself significantly with its future production by implementing ESG criteria in rare earth production.

The Company is still a tiny stock market player with a market capitalization of CAD 32 million. The quality of the project and the delivered results are excellent. In the coming weeks and months, there will be important news flow related to the project's advancement. The potential upcoming IPO of competitor USA Rare Earth at more than USD 1 billion should significantly boost the entire sector's sentiment. Defense Metals' stock is thus very promising for many reasons.

SAP SE - clear need to catch up

According to MSCI, the Walldorf-based Group is one of the most sustainable companies in Germany. Founded in 1972, the software company is now one of the largest players in the industry worldwide. Its stock market value is currently a remarkable EUR 125 billion.

SAP is the market leader for business software and serves customers in 25 industries worldwide, from small and medium-sized businesses to large corporations. SAP's solutions enable customers to quickly analyze data and implement machine learning and applications related to the Internet of Things.

The performance of SAP and DAX over the last 5 years is roughly on par. However, the gap has widened significantly in recent months, with SAP shares lagging the leading index by 32% over this period. Since the industry environment and the Group's growth prospects are positive, the stock should soon catch up again.


Author

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

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. March 2021 | 09:03 CET | by Carsten Mainitz

Bayer, dynaCERT, JinkoSolar - green performance stars!

  • ESG

Sustainable investing has developed from a "nice to have" to a "must-have." Many empirical studies have also shown that investors who invest "green" do not have to forego returns. On the contrary, there are indications that a skillful weighting of ESG factors - these stand for Environment, Social, Governance - can improve the risk-return ratio. We show you three ESG stocks with which you will outperform in the truest sense of the word!

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09. February 2021 | 08:20 CET | by Nico Popp

Siemens, Almonty, Rheinmetall: ESG check of classic industries

  • ESG

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11. December 2020 | 12:51 CET | by Carsten Mainitz

Linde, Saturn Oil & Gas, Bayer – green return opportunities for 2021

  • ESG

The issue of sustainability is attracting more and more attention in investment decisions. Companies that do not adhere to ESG standards are likely to be increasingly left out in the cold in the future. ESG refers to the consideration of criteria from the environmental (Environmental), social (Social) and responsible corporate management (Governance) areas. But definitions of what is sustainable or green vary widely. We highlight three very different ESG stocks for you. Who has done its homework best?

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