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Humphrey Hale, CEO, Managing Geologist, Carnavale Resources Ltd.

Humphrey Hale
CEO, Managing Geologist | Carnavale Resources Ltd.
Level 2, Suite 9 389 Oxford Street, WA 6016 Mount Hawthorn (AUS)

info@carnavaleresources.com

Interview Carnavale Resources: Good cards for long-term success


Bill Guy, Chairman, Theta Gold Mines Limited

Bill Guy
Chairman | Theta Gold Mines Limited
Level 35 (ServCorp), Intl Tower One 100 Barangaroo Ave, 2000 NSW Australia (AUS)

info@thetagoldmines.com

+61 2 8046 7584

Interview Theta Gold Mines: This team has already brought 20 mines into production


David Mason, Managing Director, CEO, NewPeak Metals Ltd.

David Mason
Managing Director, CEO | NewPeak Metals Ltd.
Level 27, 111 Eagle Street, QLD 4000 Brisbane (AU)

info@newpeak.com.au

+61 7 3303 0650

Interview New Peak Metals: Many chances for great success


28. May 2021 | 09:12 CET

First Majestic Silver, NewPeak Metals, K+S - Soaring commodity prices

  • Commodities
Photo credits: pixabay.com

Commodity prices continue to soar. If we compare the first quarter of 2021 with 2020, we can assume an average price increase of 36.7%. As the raw materials market is currently unable to respond quickly enough to the high demand in many countries, prices are rising. An end to this spiral is currently not foreseeable, as more and more countries are slowly getting to grips with the Corona pandemic. Thus the demand for raw materials will continue to grow. We have picked out three exciting companies from the commodities sector today.

time to read: 3 minutes by Armin Schulz


Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG
"[...] China's dominance is one of the reasons why we are so heavily involved in the tungsten market. Here, around 85% of production is in Chinese hands. [...]" Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG

Full interview

 

Author

Armin Schulz

Born in Mönchengladbach, he studied business administration in the Netherlands. In the course of his studies he came into contact with the stock exchange for the first time. He has more than 25 years of experience in stock market business.

About the author


First Majestic Silver - Acquisition of a gold mine

First Majestic Silver announced the acquisition of the Jerritt Canyon Mine in Nevada at the end of April. The unique thing about it - the silver producer bought a gold mine and is now operating outside Mexico for the first time. The area is 308 km², and in the last 20 years, about 9.7 million ounces of gold have been mined there. The mine's seller is Sprott Mining, whose owner, Canadian billionaire Eric Sprott, now holds approximately 11.3% of First Majestic Silver's shares.

According to CEO Neumeyer, they looked at silver mines worldwide. The most exciting acquisition was this very gold mine, what with the life of the mine, the size of the land package and the expandability. Nevada is one of the best mining areas for the Company, as evidenced by its investment in Blackrock Silver, which is also active in the area. Shares were subscribed for CAD 1.25 million in a private placement.

The figures from the first quarter were good. Sales increased by 17% year-over-year, although at the same time, production fell slightly due to Corona. The increased silver price made it possible. In addition, record sales of silver coins and gold bars were achieved, and a dividend was announced. The stock has moved up since the numbers, but one should not forget the dwindling reserves. Assuming a rising silver price, First Majestic Silver can undoubtedly profit from this in the short term. It remains exciting.

NewPeak Metals - Which project will bring the breakthrough?

NewPeak Metals is an Australian junior explorer whose primary focus is on gold. The Company is diversified and owns various projects worldwide in Argentina, New Zealand, Finland and Sweden. Sweden takes a special place in this list, as tungsten and other strategic industrial metals are suspected there. Furthermore, the Company owns 30% of Lakes Blue Energy.

The goal for 2021 is to increase the Company's market value through the discovery of new promising deposits. The Company recently announced the completion of the drilling program at the Cachi Gold Project in Argentina, which, according to the Company, discovered an extensive mineralized precious metal system extending 10 km wide and 5 km long. The drilling program at New Zealand's Cap Burn Gold Project has also been completed and results are expected shortly.

Drilling is expected to commence on the two Finnish gold projects, Satulinmäki and Hopeavuori, starting this summer. The evaluation program of the Sweden project will be used to plan the exploration program, which is expected to begin in the third quarter. MMG Capital UK has been retained to advise on capital raising in Europe.

If Lakes Blue Energy's shares are allowed to trade again, it would significantly increase the investment value. Despite the large number of shares, the market capitalization is very low. The Company has many irons in the fire. Speculative investors should consider an investment.

K+S - On the upswing

K+S is benefiting from the good development of raw material prices in the agricultural sector. For a few days now, the tensions between the EU and Belarus have been helping the K+S share to make smaller price jumps. Investors hope that the EU sanctions will also affect the competitor Belaruskali, which served about 17% of the total potash market in 2020. If this supplier to Western Europe fails, it could additionally drive the price of potash.

The long winter has already done the Company well, as seen from the first-quarter figures. Revenues rose by 13.3% and EBITDA by over 26%. Analysts had expected much worse figures. The expected EBITDA for 2021 was raised by EUR 60 million. In addition, the US business was sold in April for EUR 2.6 billion and used to repay debt. No dividend is planned for this year.

The share has broken its downward trend, which had lasted since 2018, and at the same time established an upward trend. The next resistance at EUR 11.30 has almost been reached. The expected sanctions should be priced in by now. Before getting in, one should wait for a setback. However, the share must not fall below EUR 9.50; otherwise, the technical chart picture will cloud over significantly.


Author

Armin Schulz

Born in Mönchengladbach, he studied business administration in the Netherlands. In the course of his studies he came into contact with the stock exchange for the first time. He has more than 25 years of experience in stock market business.

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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  • Commodities

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Glencore, Barrick, Sibanye, Carnavale Resources - Inflation drives commodities!

  • Commodities

The metal prices are going through the roof! After the first shock last week, when the People's Republic of China announced that it wanted to actively "fix" the prices for raw materials in the future, the next hammer followed at the end of the week: The consumer price index (CPI) in the USA set inflation at 5% - the highest level since mid-2008. Nevertheless, the central banks still see no reason to reduce the expansive monetary policy; risking an economic collapse in this fragile situation is too high. Given these settings, there are now two options for commodity investors to protect themselves against rising inflation: Invest directly in commodities or buy stocks in the commodities sector.

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