Close menu

July 8th, 2021 | 12:33 CEST

Gazprom, Aztec Minerals, Steinhoff: Fast takeovers instead of lengthy procedures

  • Commodities
Photo credits:

Commodity investments are in demand, especially in times of sharply rising prices. Many investors focus exclusively on the big names. But there are also speculative second-line stocks that are suitable for investment. In the next few minutes, we will explain what investors need to watch out for and why penny stocks should not be exclusion criteria.

time to read: 3 minutes | Author: Nico Popp
ISIN: GAZPROM ADR SP./2 RL 5L 5 | US3682872078 , AZTECH MINERALS CORP. | CA0548271000 , STEINHOFF INT.HLDG.EO-_50 | NL0011375019

Table of contents:

    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


    Gazprom: Solid, but ...
    If you were to ask passers-by to name a commodity company, Gazprom would undoubtedly be a frequently mentioned candidate. Why? The Company supplies Germany with Russian gas, among other things, and has already been involved in one political dispute or another. Not least, former German Chancellor Gerhard Schröder advises the energy giant. Gazprom is currently making a name for itself with the Nord Stream 2 pipeline. The connection between Russia and Germany is intended to ensure that Gazprom can continue to supply energy to Germany for many years to come. Germany's Western allies, such as the USA, are critical of Germany's growing influence in Europe and openly oppose the pipeline. The project is also controversial within Germany. Since Russia does not exactly apply democratic standards to the opposition, there have been repeated calls for the project to be called off at the last minute, thereby throwing billions into the sand. But that does not seem to be the case at the moment - construction work is continuing. Moreover, Russia could sell its gas to the east instead of the west - after all, China's hunger for raw materials is unabated. It can also be argued that a joint project like Nord Stream 2 offers a reason to stay in the conversation.

    Gazprom's stock is hardly suffering from political tensions. While Russian energy companies have always been valued lower, this across-the-board valuation discount ensures that political scandals and anything else that makes the headlines in the short term is hardly a factor in the share price. What is more, the gas keeps flowing: In March, Gazprom delivered 13% more gas than expected. Gazprom's stock is benefiting from the company's good market position. On top of that, it pays a hefty dividend. The share is solid but not a high-flyer.

    Aztec Minerals: Project developer with good drilling results
    In contrast, the young Company Aztec Minerals has the potential to become a high-flyer. Aztec operates in America and is advancing its flagship Cervantes project in Sonora, Mexico. It is a gold and copper project joined by CRD, a property in Arizona that offers the potential for silver, lead, zinc and gold. On the latter, Aztec most recently reported drill results of 5.71 g/t gold and 40.5 g/t silver over a distance of 32 meters. All five holes encountered gold and silver occurrences. "Our initial results from the 2021 drill program exceed our expectations and show large grades," said Aztec CEO Simon Dyakowski.

    Aztec Minerals is currently valued at only about EUR 15 million. Especially in the early stages of exploration, drill results can decisively change the market's view of the project. Aztec Minerals has a clear strategy: instead of bringing projects into production itself, Aztec Minerals focuses on the development and pursues the goal of advancing properties to such an extent that they become attractive to large commodity companies who then make a takeover bid. And this creates a lot of potential for shareholders. Firstly, drill results are likely to drive share prices, and, secondly, takeover bids are usually at a premium to the current share price. The Aztec Minerals share is exciting and suitable for speculative investors looking for a portfolio addition that stands for dynamism.

    Steinhoff: Shareholders in court
    Shareholders of Steinhoff have also been looking for dynamism in their portfolios in recent months. The furniture group, involved in an accounting scandal a few years ago, is still deep in the legal mess. For months, gamblers hoped that this legal dispute would be settled and drove the stock up. Most recently, however, Steinhoff suffered a setback. A ruling diminished hope for a settlement of the conflict, and the share price plummeted. Steinhoff remains a share for gamblers.

    While it hardly makes a difference whether these gamblers invest their capital at the roulette table or in the ailing furniture group, the situation at Aztec Minerals is different: Here, the development of raw material projects in the early stages is part of everyday business. Instead of hoping for court rulings, Aztec shareholders are waiting for a strategy that the team involved has already successfully implemented to work out again. For those who find stocks, like Gazprom, too dull, Aztec can achieve the same results with a much smaller capital investment. However, investors should bear in mind that such investments are highly speculative.

    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 in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.

    Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.

    The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered here. Please also note our Terms of use.

    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

    Related comments:

    Commented by Fabian Lorenz on December 5th, 2023 | 06:40 CET

    More than 30% with Plug Power, Siemens Energy, and Globex Mining! What is next?

    • Mining
    • Commodities
    • renewableenergies
    • Energy
    • fuelcell

    Is the Plug Power share about to triple? Despite being one of the disappointments of 2023 along with Siemens Energy, both shares have risen in recent days. And analysts see further upside potential. The price target for the hydrogen specialist, in particular, is surprising. On the other hand, Globex Mining is performing well operationally throughout 2023. The shares of the mining incubator from North America have gained over 30% in value this year, outperforming commodity giants such as Barrick Gold. The Canadians' recent transaction shows that the business model has potential and is appealing to investors.


    Commented by Stefan Feulner on August 22nd, 2023 | 07:30 CEST

    Full speed ahead - Continental, Globex Mining, Rheinmetall

    • Mining
    • Commodities
    • armaments

    Jackson Hole casts its shadow ahead. On Thursday, leading central bankers, including ECB Chief Christine Lagarde, will meet again to discuss the further interest rate strategy, taking into account the current inflation figures and the still looming recession. Positive signals concerning an easing of monetary policy could thus help the markets back into rally mode.


    Commented by Juliane Zielonka on August 10th, 2023 | 08:55 CEST

    Gold rush mood at Manuka Resources and Rock Tech Lithium, and Bayer writes billion-dollar losses

    • Mining
    • Gold
    • Commodities
    • Lithium

    Australian gold and silver explorer Manuka Resources has successfully shipped its third gold shipment to Australasia's leading independent precious metals assayer, ABC Refinery. Shares in Manuka Resources rose nearly 8% following the news. In addition, the Company now plans regular weekly shipments as it processes various stockpiles from its Mt Boppy gold project. Bayer AG is reporting losses of billions of dollars due to write-downs in its Monsanto agriculture division, again fueling breakup rumors. The group is struggling with significant declines in its glyphosate-based weedkiller business, which is weighing heavily on its finances. A promising newcomer on the commodities horizon is emerging right in Germany's Brandenburg region. There, Rock Tech Lithium is working to develop battery-grade lithium hydroxide monohydrate by building and operating lithium hydroxide production facilities.