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Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
CEO | Clean Logistics SE
Trettaustr.32, 21107 Hamburg (DE)

info@cleanlogistics.de

+49-4171-6791300

Interview Clean Logistics: Hydrogen challenge to Daimler + Co.


Matthew Salthouse, CEO, Kainantu Resources

Matthew Salthouse
CEO | Kainantu Resources
3 Phillip Street #19-01 Royal Group Building, 048693 Singapore (SGP)

info@krl.com.sg

+65 6920 2020

Interview Kainantu Resources: "We hold the key to growth in the Asia-Pacific region".


Justin Reid, President and CEO, Troilus Gold Corp.

Justin Reid
President and CEO | Troilus Gold Corp.
36 Lombard Street, Floor 4, M5C 2X3 Toronto, Ontario (CAN)

info@troilusgold.com

+1 (647) 276-0050

Interview Troilus Gold: "We are convinced that Troilus is more than just a mine".


07. July 2021 | 13:21 CET

Gazprom, Saturn Oil + Gas, BP - First-class trading opportunities: dispute in OPEC causes prices to fluctuate

  • Oil
Photo credits: pixabay.com

A few days ago, the Organization of Petroleum Exporting Countries (OPEC) and several cooperation partners broke off their negotiations on future production volumes without any results. The fact that no new meeting date has been set, as reported by several news agencies, raises eyebrows. At first, it seemed that an expansion of the oil supply was now off the table and that nothing would stand in the way of a further increase in the oil price in the short term. However, the markets are now playing a different card. Market participants fear a rise in inflation as a result of oil prices rising too sharply. In addition, fears are being voiced that OPEC could break up. We show you which stocks you can use to take advantage of the current volatility!

time to read: 3 minutes by Carsten Mainitz
ISIN: GAZPROM ADR SP./2 RL 5L 5 | US3682872078 , SATURN OIL+GAS O.N. | CA80412L1076 , BP PLC DL-_25 | GB0007980591


John Jeffrey, CEO, Saturn Oil + Gas Inc.
"[...] The Oxbow Asset now delivers a substantial free cash flow stream to internally fund our impactful drilling and workover programs. [...]" John Jeffrey, CEO, Saturn Oil + Gas Inc.

Full interview

 

Author

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

About the author


GAZPROM PJSC ADR - Price doubled

Just a few days ago, Brent oil was trading at USD 77. Thus, the black gold increased by 80% within the last 12 months and is trading at its highest level since October 2018. In the long term, crude oil prices will rise mainly due to increasing global activity in the real economy and thus based on increasing demand. However, the oil production levels of major countries may significantly impact the price level of the commodity in the short term, as is happening at the moment. Now the markets are playing the fear card.

In OPEC, the Saudis are setting the tone. Another heavyweight is Russia, which leads several cooperation partners. There were recent discussions about increasing daily production by 400,000 barrels per month starting in August to reflect the strengthening global economy. The talks failed because the United Arab Emirates demanded a higher production quota, and this was rejected. Is the organization now threatening to break up?

Gazprom is a beneficiary of higher commodity prices. Shares in the world's largest natural gas producer have doubled since last fall. Even though natural gas is its primary business, a production volume of 41.6 million tons of crude oil in the past fiscal year is no small feat. The group currently has a market capitalization of USD 92 billion. Despite the strong share price performance in recent months, the stock is still moderately valued with a 2022 P/E ratio of 5. The projected dividend yield is an impressive 10%!

SATURN OIL + GAS INC - Good news!

Recently, the emerging Canadian oil and gas producer reported a series of good news. Saturn has begun field development in southeast Saskatchewan on the newly acquired Oxbow property. Two new non-operated wells are scheduled to be drilled this summer, with the first well to be drilled promptly. The acquisition of the Oxbow property takes the Company into new dimensions. Oxbow's facilities are located in southeast Saskatchewan and currently produce nearly 6,700 BOE per day. Other key aspects include that the Oxbow property has extensive infrastructure and facilities with direct pipeline connections to the global distribution network. The project covers 11,484 sq km of land. Saturn expects over 1,000 producing wells, 60 major facilities, 2,500 kilometers of connected pipelines and 244 wells ready to drill. From undeveloped land to multiple drill sites and pipelines, Saturn acquired assets with a replacement value of approximately CAD 1 billion at a fractional value.

To add personnel to further expansion and development, the Canadians also announced that Kevin Smith has been recruited as Vice President, Corporate Development. Smith has over 20 years of experience in the energy and financial services industries, most recently serving as Vice President of Business Development for Renaissance Oil Corp. - he built the first independent oil and gas producer in Mexico in over 80 years. In addition, Smith held leadership positions in investment banking.

The Company also announced that the conversion of the special warrants issued in the oversubscribed CAD 32.2 million private placement to acquire the Oxbow Property will now become freely tradable common shares and share purchase warrants. Each unit per special warrant will consist of one common share of the Company and one common share purchase warrant, with each warrant entitling its holder to acquire one common share of the Company at an exercise price of CAD 0.16 for a period of 24 months from the date of issuance of the special warrants. The share is currently quoted at CAD 0.135. The analysts of GBC are convinced of the prospects of the Canadians and formulate a price target of CAD 0.46.

BP - Analysts see almost 50% price potential

In a recently published study, the US bank JPMorgan raised its price target for the British crude oil company from 440 to 480 pence, or EUR 5.61, and confirmed its "Overweight" rating. That currently results in an upside of almost 50%! The experts refer to the good "ongoing capital discipline." High cash flows can be generated from this, which are also above the analysts' previous expectations, and allow the buyback of own shares to be significantly increased. In the short term, the experts believe that OPEC's rejection of higher production volumes will lead to rising oil prices and, as a result, stimulate positive share performance.


At the moment, there is a lot to be said for high volatility in oil and gas stocks. Although the economy is picking up and demand for the commodity is rising, the dispute in OPEC, excessively high oil prices and thus rising inflation are still a burden. It is a matter of taste whether investors invest in large companies such as Gazprom or BP or smaller emerging players such as Saturn Oil+Gas.


Author

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

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:

21. October 2021 | 10:11 CET | by Carsten Mainitz

Gazprom, Saturn Oil + Gas, TotalEnergies - Rising prices continue to create a party atmosphere

  • Oil

Europe is currently experiencing an energy crisis. Drivers are noticing it clearly at the gas pumps and users of gas heating systems in their bills. The reasons are manifold: the recovery of the economy after Corona, the curbing of coal-fired power generation for climate protection reasons, the growing hunger for energy of emerging economies and, last but not least, weather effects. In Germany, there is an additional reason: the phase-out of nuclear energy is currently causing a strong expansion of gas-fired power generation to secure the baseload. The beneficiaries of this development are the oil and gas producers - and thus their investors.

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06. October 2021 | 12:56 CET | by Stefan Feulner

BYD, Saturn Oil + Gas, Royal Dutch Shell - Explosion on the oil market

  • Oil

The Organization of Petroleum Exporting Countries OPEC and its alliance partners led by Russia (OPEC+) have decided to increase production only gradually, despite tight supply. Demand is recovering strongly as the Delta variant of the coronavirus subsides. The result is skyrocketing oil prices, which are the highest they have been in seven years. In contrast, oil producer shares are still far from their highs.

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28. September 2021 | 13:31 CET | by Fabian Lorenz

Nel, JinkoSolar, Saturn Oil + Gas: It looks good!

  • Oil

Shares from the solar, hydrogen and oil sectors are in demand again. And the chances are good that it will continue. The federal elections are creating a good mood for solar and hydrogen; whether it is a traffic light or Jamaica, the new government will be greener. So good news for Nel and JinkoSolar. Both have also reported positive news. But oil stocks could also be in for a hot fall. That is because little work is being done on new projects, and demand will remain high for decades to come. So oil could become scarce despite the trend toward clean energy, according to one expert. Saturn Oil & Gas should benefit from this. The Canadians just bought huge oil reserves at a bargain price.

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