Menu

Recent Interviews

Matthew Salthouse, CEO, Kainantu Resources

Matthew Salthouse
CEO | Kainantu Resources
3 Phillip Street #19-01 Royal Group Building, 048693 Singapore (SGP)

info@krl.com.sg

+65 6920 2020

Interview Kainantu Resources: "We hold the key to growth in the Asia-Pacific region".


Justin Reid, President and CEO, Troilus Gold Corp.

Justin Reid
President and CEO | Troilus Gold Corp.
36 Lombard Street, Floor 4, M5C 2X3 Toronto, Ontario (CAN)

info@troilusgold.com

+1 (647) 276-0050

Interview Troilus Gold: "We are convinced that Troilus is more than just a mine".


John Jeffrey, CEO, Saturn Oil + Gas Inc.

John Jeffrey
CEO | Saturn Oil + Gas Inc.
Suite 1000 - 207 9 Ave SW, T2P 1K3 Calgary (CAN)

info@saturnoil.com

+1-587-392-7900

Saturn Oil + Gas CEO John Jeffrey: "Acquisition has increased production by 2,000%"


21. April 2021 | 09:30 CET

Evotec, NSJ Gold, Infineon - The winners of inflation!

  • Gold
Photo credits: pixabay.com

Inflation is coming in leaps and bounds. Although the Corona pandemic is not yet over, a strong economic recovery is emerging globally, driven by China and the United States. In the United States, price inflation was 2.6% in March and rising. Nevertheless, the Fed intends to continue its loose monetary policy, which was accelerated during the Corona Crisis, until at least 2023. In doing so, Fed Chairman Powell is overriding the basic principle of a central bank to take preventive action against inflation. There is a threat of monetary devaluation of historic proportions. We show how you can profit from this situation.

time to read: 3 minutes by Stefan Feulner
ISIN: DE0005664809 , CA62973P1071 , DE0006231004


Gary Cope, President and CEO, Barsele Minerals
"[...] I wouldn't be surprised if the project ends up showing more than 5 million ounces. [...]" Gary Cope, President and CEO, Barsele Minerals

Full interview

 

Author

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


Gold is the first choice

National debt of historic proportions, in addition to the recently approved Corona bailout program for EUR 1.9 trillion, a further planned program to improve the infrastructure in the US in the amount of USD 3.0 trillion. Fundamentally clear signs for the precious yellow metal. On top of that, the falling bond yields and real interest rate of just below 0% are the icing on the cake. Gold should have already completed the correction that has been running since August and trend significantly higher. The price has recovered considerably since the successful test of resistance at around USD 1,680 at the beginning of April and is currently trading around USD 100 higher at USD 1,776.23. However, from a technical perspective, the all-clear should only be given once the downward trend formed since August at USD 1,796.0 has been sustainably overcome. A retest of the old lows at USD 1,680 and a slide below this level is quite possible in the short term. However, from a fundamental perspective, we expect prices to rise in the long term and reach new highs. From this point of view, initial positions should already be established at the current level.

Mines offer leverage

In addition to investing in physical gold, shares in gold mine producers and explorers are an attractive addition to a portfolio. The two most prominent players, Barrick Gold and Newmont, alone have the potential to double in the next 12 months from a chart perspective. As a result of the correction that has been underway since last summer, even second-tier stocks have lost more than half of their market value in some cases and are more than cheap at current levels.

Extremely interesting is the project of the gold explorer NSJ Gold, newly founded by an experienced management team in the areas of financing, exploration, development and mining operations. The Canadians are betting on the past and have secured an option to acquire a 100% interest in the Golden Hills project in Arizona, which hosts highly prospective gold and copper deposits along the prolific Walker Lane Gold Trend.

High-grade copper and gold ore were mined there as early as the 1940s. The property is located 100 miles west of the Kay Mine, owned by Arizona Metals Corp. and 80 miles south of the Moss Mine, currently owned by Northern Vertex Mining Corp. The project consists of 7 patented and 94 unpatented mining claims covering 8.5 square miles. Currently, exploration drilling continues. To date, 5 drill holes have been completed within a radius of less than 100 meters from the previously discovered high-grade gold and copper ore vein zone.

The current Vice President of Exploration, Richard Kern, was responsible for the development of the Moss Mine in 1998 and is currently testing several high-grade targets. Should the nature of Golden Hills be anywhere near as high grade as its neighbors, there is enormous catch-up potential. Northern Vertex Mining, for example, has a market capitalization of CAD 112 million, while Arizona Metals is valued at CAD 200 million. NSJ Gold currently has a market capitalization of only CAD 4.8 million. In addition to Toronto, the stock has also been traded in Frankfurt for a short time.

Favorites in the healthcare sector

In a study, analysts at Barclays name Bayer and Evotec share as European favorites in the healthcare sector regarding protection against inflationary "overheating." The healthcare sector generally offers good protection against inflation, according to experts. Today, Evotec announced expanding its biologics production capacity with a second facility at its Toulouse site. "The ongoing coronavirus pandemic has further underlined the need for flexible and nearby capacity to produce biopharmaceuticals," said Evotec CEO Werner Lanthaler. Evotec estimates the investment volume at EUR 150 million. The French government will support the project with EUR 50 million. The facility will be "Evotec's first commercial biopharmaceutical production facility in Europe. It will provide much needed capacity, flexibility and quality for the development and production of biopharmaceuticals," the Company added.

Chips in short supply

Among semiconductor stocks, Barclays sees Infineon on its list of favorites, along with ST Mirco. According to the analysts, inflation "won't have too much of an impact" on the semiconductor industry, as companies will pass on higher costs to their customers. Thanks to the strength in demand, the sector has once again managed a good start to the year. However, capacity constraints could prove to be a brake in the course of the year. The price target was raised from EUR 37 to EUR 39; the verdict remained "equal weight."


Author

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.


Related comments:

02. August 2021 | 13:41 CET | by Carsten Mainitz

Triumph Gold, Steinhoff, Meyer Burger- Pennystock power for the portfolio!

  • Gold

It is unmistakable that we are at the beginning of high inflation. Even if the central banks want to make us believe that this is only a temporary phenomenon and not that bad - it is bad. Investors can protect their assets by investing in tangible assets such as shares, real estate or precious metals. For those who want a more speculative admixture, the following three stocks are attractive. Who is the outperformer?

Read

30. July 2021 | 14:07 CET | by Armin Schulz

Barrick Gold, Theta Gold Mines, Rio Tinto - Gold picks up again

  • Gold

After the FED meeting, the gold price was able to gain significantly. Both the lower quoted bond yields and the weakening USD helped the gold price jump. The FED held out the prospect of reducing bond purchases but did not give a fixed date. Global gold demand has brightened significantly compared to previous quarters. Only jewelry demand is well below pre-Corona levels. On the other hand, Central banks have bought three times more gold than usual in the quarter, namely 200 tons. Gold could now soar to new highs.

Read

30. July 2021 | 12:54 CET | by André Will-Laudien

Facebook, NSJ Gold Corp, PayPal - Disappointment despite record figures?

  • Gold

Many market exaggerations in the past can be traced back to expected paradigm shifts, which in the end rarely or never materialized. Growth expectations shot into the stratosphere during the dot-com period in anticipation of a completely new age thanks to the Internet and mobile communications. However, the estimates of the impact of the Internet at that time were still complete fantasy. Today, however, the dot-com business models dominate the online world, and the relevance of most platforms can neither be explained away nor is their existence threatened. On the contrary, the so-called FAANG shares have a stock market value of USD 8.5 trillion. We do the math again...

Read