Menu

Recent Interviews

Heye Daun, President and CEO, Osino Resources Corp.

Heye Daun
President and CEO | Osino Resources Corp.
Suite 810 – 789 West Pender Street, V6C 1H2 Vancouver (CAN)

jbecker@osinoresources.com

Interview Osino Resources: "The market has not yet realized how fast we are advancing Twin Hills."


Bradley Rourke, President, CEO and Director, Scottie Resources Corp.

Bradley Rourke
President, CEO and Director | Scottie Resources Corp.
905 - 1111 West Hastings Street, V6E 2J3 Vancouver (CAN)

info@scottieresources.com

+1 250-877-9902

Interview Scottie Resources: Exciting Story in the Golden Triangle


Jerre Foo, Corporate Development Executive, Silkroad Nickel

Jerre Foo
Corporate Development Executive | Silkroad Nickel
50 Armenian Street #03-04, 179938 Singapore (SGP)

enquiries@silkroadnickel.com

+65 6327 8971

Silkroad Nickel: 'The course is set for dynamic profit growth.'


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


Bradley Rourke, President, CEO and Director, Scottie Resources Corp.
"[...] The transaction offers benefits to all parties: Shareholders now have three promising projects in their portfolio. [...]" Bradley Rourke, President, CEO and Director, Scottie Resources Corp.

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:

14. May 2021 | 11:09 CET | by Stefan Feulner

Troilus Gold, NIO, Steinhoff - Worries are on the rise!

  • Gold

Fears of rampant inflation are driving world stock markets lower this week. After the much higher than expected US consumer prices in April to 4.2%, the inflation rate is higher than at any time since 2008. However, the Federal Reserve, which should take preventive action against the overheated price increase, does not yet see any great danger in the significant rise and wants to continue to adhere to the ultra-loose monetary policy until at least 2023. Seldom have the conditions for an investment in gold been better than in the current situation. Take your chance!

Read

14. May 2021 | 08:16 CET | by Carsten Mainitz

Kinross Gold, SunMirror, Yamana Gold - Volatility is rising, now what?

  • Gold

Rules and exceptions. A well-known saying goes that there is no rule without exception. Looking at yesterday's stock market as a snapshot, one might conclude that "volatility is rising and everything else is falling." Right, or wrong? It is often just a matter of perspective and a snapshot in time. Long-term evidence is that precious metals stocks are a good investment idea during difficult stock market periods. We have brought several of them.

Read

13. May 2021 | 07:50 CET | by Nico Popp

Yamana Gold, Goldseek Resources, Bitcoin Group - Small stocks, big profits?

  • Gold

With inflation on the rise and the threat of financial repression growing, what to do? The price of gold has been recovering for weeks, and Bitcoin and other cryptocurrencies are also holding remarkably steady. The reason: the market is already pricing in possible risks in the future. But the recent price rises could be just the beginning. We outline possible investment ideas around gold and cryptocurrencies.

Read