Menu

Recent Interviews

Andrew Davidson, CEO, Royal Helium Limited

Andrew Davidson
CEO | Royal Helium Limited
224, 4th Avenue South, S7K 5M5 Saskatoon (CAN)

davidson@royalheliumltd.com

+1 (306) 281-9104

Royal Helium CEO Andrew Davidson on NASA, SpaceX and the path to dynamic growth


Craig Taylor, CEO, Defense Metals

Craig Taylor
CEO | Defense Metals
605-815 Hornby St., V6Z 1T9 Vancouver (CAN)

craig@defensemetals.com

+1 (778) 994 8072

Milestones, ESG as an USP and the new openness of policy toward rare earths outside China - Defense Metals provides backgrounds


Alex Kent, Managing Director, Aspermont Limited

Alex Kent
Managing Director | Aspermont Limited
613 - 619 Wellington Street, WA, 6000 Perth (AUS)

Corporate@aspermont.com

+61 8 6263 9100

Aspermont shows the success of digitalization - Alex Kent has an agenda


04. November 2020 | 13:44 CET

General Electric, SolGold, Nikola - Take a close look!

  • Investments
Photo credits: pixabay.com

New times have dawned. In the USA, after the current stock market correction, people are celebrating a small upswing as if it were the latest landing on the moon. Yes, there were useful GDP data, after 6 months of negative figures October joined the ranks with a growth of +33.1% - but the levelled annual level is still a good 27% below the previous year. The next lockdown is imminent, which will inevitably come after the election given the new infection figures of 92,000 a day. The now noticeable recovery reflects the hard reset of the economy after the sharp declines since March. The stock market is betting that the economy will regain size in a few quarters. However, one should bear in mind the dowry: Exploding unemployment and the unprecedented national debt has been rampant for 12 years and is now being legitimized by the fight against the pandemic!

time to read: 3 minutes by André Will-Laudien


 

Author

André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

About the author


GENERAL ELECTRIC - the giant has turned

At General Electric, strong third quarter results and a much better than expected fourth quarter guidance have shown that CEO Larry Culp is successfully turning the Company around. Culp described the transformation of the old GE and its transformation to a digitized conglomerate to shareholders. Today, the process chains are linked together instead of fighting over the benefits within a confusing group.

Larry Culp has declared war on encrustations and is restructuring pedantically, area by area. He has already achieved about 75% of his target of more than USD 2 billion in cost reductions, coupled with a cash flow increase of another USD 3 billion in 2020. At the same time, the previously oppressive debt has been reduced by USD 11.7 billion to date. Fortunately, demand for most of the conglomerate's products is recovering significantly, and the presidential office recently provided the necessary image boost in the fight against the pandemic.

Earnings per share for the third quarter were 6 cents compared to the analysts' average estimate of -3 cents. Two more quarters like this and the share price is above the USD 10 mark. With his lean management techniques and spending cuts, Larry Culp has turned the Company around for the better, now there is still enough left to build up reserves for pension obligations, and GE is back. Once one of the most valuable Companies in the world, GE now has a capitalization of only USD 66 billion and is no longer represented in the major Dow Jones Industrial. But the chart smells like a clear saucer formation. If an old giant does not rise again...

SOLGOLD - copper and gold well mixed

SolGold plc is a leading exploration Company focused on the discovery of world-class copper-gold deposits. SolGold has a highly prospective first-mover advantage in Ecuador, but an under-explored section of the Andean Copper Belt which hosts several Tier 1 copper and gold projects. SolGold is on-site and has the right team to bring the ores to the surface. The regional exploration program of the first round is already fully funded through the end of 2021.

The Porvenir Project is located in southern Ecuador, approximately 100 km north of the Peruvian border. It is located in the easternmost metallogenic part of the Ecuadorian sector of the Andean Copper Belt, which hosts several of the world's largest and most significant copper and gold deposits in Colombia, Ecuador, Peru, Argentina and Chile. Drilling commenced on September 15, 2020, in the Cacharposa District within the Porvenir Project area and continues to produce excellent results. As the visual survey was equally good, the presence of an extensive, strongly mineralized porphyry copper-gold system is expected, and an additional 50,000 metres are being drilled to test this.

The Company has a market capitalization of CAD 1.04 billion and is quoted at CAD 0.54. The stock has tripled smoothly since the March low. With further good drilling results, the journey continues, because copper is on everyone's lips. The uncertainty in the outcome of the US election has already caused the gold price to jump above USD 1,900 - the chart breakout lurks at USD 2,035.

NIKOLA - Everyone looks at the little Tesla

The Nikola Corp. is a US startup that sees itself in an "early stage of development" and has to defend itself against detailed and far-reaching fraud allegations of a well-known short seller. Now an important date is approaching for the stock market players because the lock-up period - i.e. the blocking date for the sale of existing shareholders - expired last week, and the sale of further shares would put additional pressure on the already strained share price.

In mid-September, the share price suffered a 65% drop when, during a failed analyst conference, admissions had to be made that the share price was still at a very manageable level. Founder and Chairman Trevor Milton, has had to give up his position. The hydrogen technology Company sometimes generates hardly any significant turnover, but for the operational side, they have now poached a manager in Detroit. His name is Bruce Smith, and he has more than 30 years of manufacturing leadership experience and has managed several companies.

Nikola Corp. was created from a reverse merger with a SPAC to facilitate the Company's IPO. The current valuation is still very high at EUR 6.1 billion, which means that future developments must also bring significant progress; otherwise, there is a risk of a total sell-out. The Q3 figures will be released on November 9th - excitement for the announcement!


Author

André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

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:

03. March 2021 | 05:50 CET | by Nico Popp

ProSiebenSat.1 Media, Aspermont, Alibaba: Digital media as a multiplier opportunity

  • Investments

When investors think of the media industry, they often still have stories of declining circulation and dwindling audiences in the back of their minds. But they often forget that media companies have long since made a virtue of necessity and gone digital. It is precisely when traditional media companies' quality meets modern digital groups' possibilities that great opportunities arise for investors. We present three shares.

Read

25. February 2021 | 09:24 CET | by Carsten Mainitz

TAAT, GS Holdings, Aphria - lifestyle and wellness stocks with powerful upside potential

  • Investments

What does lifestyle and wellness encompass for you? Being active? Being pampered? Or a good meal followed by an espresso or a cigarette? The latter has become much less popular with Germans in recent years; the smoking rate has more than halved since 1980. Instead, the trend is toward greater health awareness: light and healthy food, natural supplements and gentle medicine. This trend can be observed worldwide and is continuing successively without any dependence on the economic situation. Because one thing is clear: people are saving money on their health last. Ideal conditions to now look at the securities of the following three companies.

Read

24. February 2021 | 08:45 CET | by Stefan Feulner

Home Depot, RYU Apparel, Lufthansa - Is the bubble bursting now?

  • Investments

It seems as if Allianz CEO Oliver Bäte gave the starting signal for a sharp correction in technology stocks as well as for cryptocurrencies over the weekend. The Group CEO expressed concern about the issue of financial market stability. He said the situation, especially in the stock markets, resembles the situation before the crash of 2008 and the crash of 2000. Stock market legend Jim Cramer also said on Monday that investors should swap expensive tech companies for cheaper, traditional companies that ride the wave of economic recovery. We will see if the current correction heralds a longer trend.

Read