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August 9th, 2022 | 13:03 CEST

From hands off to comeback: Rheinmetall, MAS Gold, Siemens Energy

  • Mining
  • Gold
  • Turnaround
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When the government announces the big move, investors had better wait for the results first. Since the Rheinmetall share presented quarterly figures a few days ago, the stock has turned negative. The reason: the order books have not filled as quickly as expected immediately after Chancellor Scholz's turnaround speech. In uncertain times, we take a look at shares between hype and opportunity and highlight three shares with a unique economic cycle.

time to read: 3 minutes | Author: Nico Popp
ISIN: RHEINMETALL AG | DE0007030009 , MAS Gold Corp. | CA57457A1057 , SIEMENS ENERGY AG NA O.N. | DE000ENER6Y0

Table of contents:

    Ryan Jackson, CEO, Newlox Gold Ventures Corp.
    "[...] We quickly learned that the tailings are high-grade, often as high as 20 grams of gold per tonne; because they are produced by artisanal miners, local miners who use outdated technology for gold production. [...]" Ryan Jackson, CEO, Newlox Gold Ventures Corp.

    Full interview


    Rheinmetall: Do not overestimate the figures

    Instead of EUR 13 to 15 billion, military forces will likely order the equivalent of only EUR 10 to 12 billion from Rheinmetall in 2022. The stock market has been shocked by these figures. But is this really bad news? In order to answer this question, one need only look back to 2021, when Rheinmetall sold EUR 4.7 billion worth of defense equipment. So the special boom that investors have long rejoiced about with regard to Rheinmetall still exists.

    In fact, the number of orders could even increase. That is, if military planners and finance ministers make common cause, and armaments orders are democratically decided. Since Rheinmetall has primarily benefited from rising demand from democracies in the wake of developments since February 24, investors should not overestimate the latest figures because democracies may be slow, but they are usually reliable. Nevertheless, Rheinmetall still has little room to move downward after the correction. Those who believe in the value in the long term should only really worry below the EUR 150 mark. Basically, the outlook for Rheinmetall is good.

    MAS Gold: With AI into the golden future?

    The MAS Gold share also offers a promising perspective. The commodity prospector around CEO and mining veteran James Engdahl wants to consolidate several projects in the La Ronge gold belt and create synergies between the projects. In doing so, the Company intends to rely on a so-called hub-and-spoke model, i.e. the synergistic use of infrastructure and processing facilities on the one hand and technology on the other. MAS Gold's partners include Axiom Group. The Company uses data to make work easier for farmers and mining companies. Thanks to satellite photos and their evaluation utilizing artificial intelligence, it is possible to make forecasts for promising sites for exploration or even provide information on the cultivation of grain and the necessary amount of fertilizer or pesticides.

    In mid-May, MAS Gold drilled 1.05 g/t gold over a distance of 39.3 meters and announced financing at the same time. In the meantime, the capital injection of CAD 3 million has been completed, and representatives of the Company also participated extensively. Since the share of MAS Gold is quoted in the area of its long-term course lows, the value could become attractive again for speculative investors. In the past, gold has often reacted with a time lag after inflationary phases and then risen. A friendly market environment for gold could bring MAS Gold a turnaround.

    Siemens Energy: Sand in the gears

    The share of Siemens Energy recently developed positively, but on a one-year view, the value is still about 30% behind. The reasons lie in the business with fossil fuels. Although Siemens Energy's turbines were in high demand in connection with the maintenance of Nord Stream 1, the division is under pressure. Wind power subsidiary Siemens Gamesa is also having problems. As a result, Siemens Energy posted a loss of EUR 533 million in the past quarter - it had already posted a loss the year before. This suggests that the problems are deeper and are not only due to the events since February. The share is stuck in a downward trend. After the recent rise, investors may become more cautious. Siemens Energy is more a case for traders and less for Buy and Hold.

    While Rheinmetall should find its way back on track, since orders postponed are not cancelled, things look different at Siemens Energy. The problems at competitor Nordex show that wind power is not a foregone conclusion and the competition is relentless. Instead, a case for buy-and-hold is MAS Gold. Here, too, there are long-term financing risks, but the share is quoted at the bottom and is currently anything but booming. Anticyclically, MAS Gold could offer opportunities - provided investors have staying power.

    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

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    Der Autor

    Nico Popp

    At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

    About the author

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