Close menu




June 30th, 2021 | 13:59 CEST

Gazprom, Theta Gold Mines, Yamana Gold: Which commodities are the best?

  • Gold
Photo credits: pixabay.com

Commodity prices have always been considered an indicator of fundamental changes in the global economy. It is not for nothing that the price of copper is known as "Dr. Copper" because of its role as an economic indicator. Oil and gold also have a signaling effect: when the energy commodity rises, it stands for an intact global economy and incipient inflationary tendencies. Gold is also an inflationary metal in a certain sense. Added to this is the property as crisis insurance. But which commodities are best suited for investment? We run through three scenarios using companies as examples.

time to read: 3 minutes | Author: Nico Popp
ISIN: GAZPROM ADR SP./2 RL 5L 5 | US3682872078 , THETA GOLD MINES | AU0000035701 , YAMANA GOLD INC. | CA98462Y1007

Table of contents:


    Gary Cope, President and CEO, Barsele Minerals
    "[...] We are convinced that we could already leverage significant potential with a drilling program of around 35,000 meters. However, to finance this, we need a decision. Fortunately, there are already interested parties who can imagine advancing Barsele together with us. [...]" Gary Cope, President and CEO, Barsele Minerals

    Full interview

     

    Gazprom: Giant with ESG deficiencies

    The energy giant Gazprom stands for extremely favorable extraction costs and high reserves - in the vastness of Russia, there are numerous deposits just waiting to be extracted. It is not without reason that Gazprom is an important partner for both Europe and Asia when it comes to energy. Even though energy companies in Europe are already facing headwinds from the courts, Gazprom's business continues unabated. Oil, gas and even dirty coal are still important sources of energy. Even in Europe, the "green wave" will not ensure that oil and gas lose much of their importance - there are too few alternatives. Even if Europe takes on a pioneering role in climate protection, Asia will likely step into the breach as a consumer. It is hard to imagine China rashly giving up its potential in favor of climate protection.

    Even if this attitude is regrettable from the point of view of climate protection, it is realistic. Europe, too, would do well to continue focusing on fossil energy sources instead of hectically going it alone to implement sustainable production methods and concepts within the industry. Whether this succeeds also depends on the construction of the Baltic Sea pipeline Nord Stream 2, which is politically controversial and leads from Russia to Europe. Gazprom's stock is cheap and also promising, given the continuing demand for oil. However, the Company does not yet have a strong ESG profile. A global player in the energy market should have that.

    Theta Gold Mines declares war on dilution

    More of a local hero than a global player is the Australian Company Theta Gold Mines. The Company is looking for gold in South Africa and is peppered with experts who have been active in mining in the past. Overall, Theta Gold Mines points out that its employees have already brought 20 mines into production in various capacities. Theta operates in the Golden Triangle in South Africa, geologically similar to the Carlin Trend in the United States. The Company aims to bring historic mines back into production and grow organically. Initially, underground mines will be re-exploited, and the resulting cash flow will be used to implement open pit projects. "By growing organically, we keep capital expenditures low and avoid unnecessary dilution or interest payments," CEO Bill Guy said in an interview a few weeks ago. According to a recently updated feasibility study, initial investments are expected to pay for themselves in as little as eight months.

    Overall, Theta Gold Mines expects to mine at terms slightly above 50% of current gold prices. Production is to start step by step as early as 2022. As befits a modern mining company, Theta Gold Mines also focuses on sustainability. In addition to positive effects for 20,000 people in the project's vicinity, Theta Gold Mines also invests in education and environmental protection. CEO Bill Guy says, "For example, we will succeed in ensuring that our project even has a positive effect on the groundwater level at the bottom line and that the impact on the environment is as small as possible." Like many Australian stocks, the stock is a penny stock and has weathered the slump in gold well. That speaks to pronounced relative strength. With Theta aiming to create facts and go into production as early as 2022, investors should keep the stock on their radar.

    Yamana Gold: Not all that glitters is gold

    The Yamana Gold share is also on many investors' watch lists. Although Yamana's name says it all, it is misleading: after all, silver and copper account for more than 10% of sales. From 2024, copper is to play an even more critical role at Yamana. That makes the Company interesting, especially in the wake of the hype surrounding electromobility. However, one stumbling block is the situation as a medium-sized raw material producer: minor problems or production failures have a more significant impact here. While large producers can compensate for such issues and small companies in the development stage do not have such worries, something can always happen with shares like Yamana. Yamana's recent share price performance also confirms this: the stock lost 17% over one month.


    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 news.financial. 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 Nico Popp on January 26th, 2023 | 20:07 CET

    Gold and war - rethink now! Barrick Gold, Globex Mining, Rheinmetall

    • Mining
    • Gold
    • Commodities
    • armaments
    • Growth

    Gold is shining again. The weaker dollar and the existing geopolitical risks are boosting the precious metal. But how should investors invest? What opportunities are there off the beaten track? And: Given the crises, does gold have to be in the portfolio? We highlight three hot stocks and provide insights and outlooks on the gold price and the overall geopolitical situation.

    Read

    Commented by Stefan Feulner on January 26th, 2023 | 20:00 CET

    Nordex, Manuka Resources, American Lithium - The profiteers of scarcity

    • Mining
    • Gold
    • Lithium
    • Commodities

    Besides the raging war in Ukraine, the discussion about the energy industry of the future accompanies us daily. It has already been decided that renewable energies such as wind power and photovoltaics will be the way forward. Likewise, the move away from the internal combustion engine to battery-powered electric motors is in the bag. But the implementation problems will be with us over the next few years. Where will producers get the raw materials that are already in short supply? Another critical issue is energy storage. Here, too, there is an increasing demand for a raw material that is currently produced primarily in Russia and China.

    Read

    Commented by André Will-Laudien on January 25th, 2023 | 14:07 CET

    Last generation upswing 2023? TUI, Lufthansa, Alerio Gold, Aurelius - opportunities upon opportunities!

    • Mining
    • Gold
    • Travel

    The year 2023 has shown its friendly side in the first weeks. Despite highs in the indices, however, there is light and shade. For example, the Association for Consumer Research (ACR) recently found in a survey that consumers in Germany are entering the new year with significantly more confidence in economic development. This means that the ACR consumer climate index has risen for the fourth time in succession. The propensity to buy things nevertheless remains at a very low level. The new purchases indicator thus fell by 2.4 points to minus 18.7 points. Uncertainty in the face of crises and inflation remains very pronounced, with many households expecting significantly higher heating bills in the coming months. Many are putting money aside for this, which is now not being used for other expenses. However, shares are being bought, and we give a few examples.

    Read