September 1st, 2021 | 12:56 CEST
First Majestic Silver, Aztec Minerals, CureVac, Valneva - Opportunities upon opportunities!
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Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.
First Majestic Silver - First the silver squeeze, then the big correction
One of the largest silver mines in Mexico is First Majestic Silver. When a silver price of USD 100 was chased through social media platforms at the beginning of the year, wild private investors bought the stock without reflecting much on the proper valuation. The price reached EUR 21.80 and then fell back to below EUR 10 after the rumors were resolved. That was exactly where the price had started before.
In the meantime, First Majestic has presented decent figures. The price is stabilizing, although silver itself has fallen below USD 24 again. Sales reached a robust performance of USD 154.1 million after the start of production at the Jerritt Canyon mine, which is a new quarterly record. The average silver price achieved of USD 27.32 per ounce was even a positive surprise, with the sustainable production price at USD 19.42. Well done! A total of USD 15.6 million remained as profit, and the cash equivalent balance reached USD 227 million.
With these numbers, First Majestic Silver is back on track. The chart sends further buy signals above EUR 10.50. Collect now - and take the next move in silver!
Aztec Minerals - A good explorer setup
The exploration Company Aztec Minerals specializes in gold and silver, focusing on properties in North, Central and South America. The junior explorer holds 65% of the largest project Cervantes in Sonora (Mexico), a prospective porphyry gold-copper deposit. The Company also holds 75% interest in the Tombstone multi-metal property in Cochise County, Arizona.
Most recently, there was news on the joint venture with Kootenay Silver Inc. on initial gold-copper-molybdenum geochemical anomalies in the Cervantes rocks. The Phase 1 surface exploration program returned very good grades in chip samples of up to 21.3 grams per tonne (g/t) gold (Au) specifically for the Estrella, Brazil, California Norte and Estrella Norte targets, with a full 10 samples containing more than 1 g/t Au. Phase 2 will now drill 5,000 meters beginning in the fourth quarter. We look forward to seeing the results.
Aztec Minerals has a good setup for further success with its 2 sites. Gold and silver prices could stabilize slightly soon due to inflationary tendencies. Currently, one can still buy-in based on approx. CAD 0.32 at a market capitalization of CAD 19 million.
CureVac - Is something coming after all?
Far away from the precious metals, the investment community is wondering about what is happening at CureVac. The cards do not look very good for the Tuebingen-based biotech Company. So far, the hope is for a second-generation COVID-19 vaccine. But not only CureVac is developing the vaccine further, but all other competitors are also, of course, doing the same.
After the brute crash of the share in July to below EUR 40, opinions are increasing that it could still work. Because like BioNTech and Moderna, CureVac is working on other mRNA-based therapies in addition to COVID-19 vaccines. From preclinical work on HNF4A mRNA therapies to treat liver fibrosis and cirrhosis, the Tuebingen-based biotech Company has now presented data published in the Journal of Hepatology. There is reason to believe that success will also be forthcoming soon.
Whether the share, far from the COVID fantasy, also deserves a valuation of EUR 11.4 billion cannot be answered seriously from today's perspective. CureVac remains very volatile; yesterday, it went down again by 7%. Disappointing as we think, but that should not have been the last rash in the vaccination thriller! Continue to monitor.
Valneva - A new kind of vaccination from France
While the share of BioNTech has not progressed further recently, the paper of Valneva has ignited veritable price fireworks in recent days. The value has almost tripled within two weeks. Is this increase justified?
The reason: France has a new approach for all people who do not want to rely on the mRNA vaccine. Valneva relies on the classic system with an inactive virus (dead vaccine) for its Covid-19 vaccine candidate VLA2001. However, the Valneva product has not yet been approved anywhere. However, the Company itself expects a favorable decision in the UK before the end of the year.
The rally of the papers of the French vaccine manufacturer Valneva accelerated again yesterday. The value gained a good 57% compared to the previous day's close in Paris at the peak to just under EUR 30 but fell back to EUR 21.50 in the evening. The Bild-Zeitung immediately reported on the "new Corona hype" on its website. In the meantime, the share also already has a weighting of EUR 3 billion - for comparison: the Mainz-based Company BioNTech, which is listed on the New York technology exchange Nasdaq, currently comes to the equivalent of around EUR 71 billion, and the share price gain since the end of January 2020 is a valiant 1100%. Moderna takes the cake with a market capitalization of EUR 126 billion and an increase of 1700%. No wonder investors are jumping on the "new guy".
Perhaps Valneva will soon really go through the roof - if the vaccine is approved, this can happen within a few days. Another vaccine share for big headlines!
The stock market gives and takes. In the case of precious metals, monthly swings are generally in the 10-20% range. In the case of vaccine manufacturers, good or bad news can mean a swing of more than 50%. Aztec Minerals is well-positioned for interesting precious metal discoveries in Mexico and Arizona.
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