Menu

Recent Interviews

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".


14. June 2021 | 10:08 CET

Glencore, Barrick, Sibanye, Carnavale Resources - Inflation drives commodities!

  • Commodities
Photo credits: pixabay.com

The metal prices are going through the roof! After the first shock last week, when the People's Republic of China announced that it wanted to actively "fix" the prices for raw materials in the future, the next hammer followed at the end of the week: The consumer price index (CPI) in the USA set inflation at 5% - the highest level since mid-2008. Nevertheless, the central banks still see no reason to reduce the expansive monetary policy; risking an economic collapse in this fragile situation is too high. Given these settings, there are now two options for commodity investors to protect themselves against rising inflation: Invest directly in commodities or buy stocks in the commodities sector.

time to read: 4 minutes by André Will-Laudien
ISIN: GLENCORE , JE00B4T3BW64 , CA0679011084 , ZAE000259701 , AU000000CAV5


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

 

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


Glencore plc - Further expansion into gas

Glencore is starting to take greater advantage of opportunities in energy commodities. The commodities group and Russian oil and gas Company Novatek have signed a long-term supply agreement for liquefied natural gas (LNG) in the volume of 500 thousand tons per year.

The agreement was reached in early June on the sidelines of the International Economic Forum in St. Petersburg. Glencore will purchase the liquefied natural gas from Novatek's "Arctic LNG 2" plant on the Gydan Peninsula in northern West Siberia. It is delivered to various locations in Asia, where demand is very high. Access for ships via the Arctic Ocean and the route via the Bering Strait to Asia and China significantly shortens the usual transport routes, which increases the margin for Glencore.

The share price saw a volatile upward trend last week. After a short-term correction at EUR 3.63, the share price ended the week at EUR 3.85, just below the annual high of EUR 3.95. Driven by higher commodity prices, the price of the commodity producer and the world's largest commodity trader has been flying upwards for a year now. The prevailing inflation trend is convincing investors who are seeking their salvation in commodity-related investments. It can not go better - the trend is your friend!

Barrick Gold - High distributions to shareholders

Barrick Gold Corp. has confirmed that it will now pay out the first USD 250 million tranches of a capital return distribution totaling USD 750 million in mid-June. The exact amount is 14.05 cents plus a regular dividend of 9.00 cents per share, based on the number of outstanding shares as of May 28, 2021. This follows shareholder approval at Barrick's annual meeting on May 4, 2021. The remaining USD 500 million distribution is expected to be made in two equal tranches to shareholders of record on dates to be determined in August and November 2021.

As a result, the total shareholder return for 2021 rises to one of the highest in the industry. It marks another milestone on the proclaimed path to becoming the world's most valuable gold company. The recently released 10-year production outlook is supported by outstanding Tier 1 gold assets around the globe, with calculated mine lives much higher still.

Precious metals producer Barrick represents annual production of more than 7 million ounces, putting it at the top of the global gold mining list along with Newmont Mining. However, at EUR 19.2, Barrick shares are still a good 25% away from their summer high in 2020. Stock up!

Sibanye-Stillwater - Share buyback program announced

Sibanye-Stillwater is also doing splendidly at the moment. The South African announces that it will conduct a buyback through the market of up to 5% of its common shares issued as of May 31, 2021. The buyback program now formulated is a consequence of the Group's successful financial deleveraging and resumption of dividend payments in 2020 and is in line with the strategic capital allocation framework approved by the board in February 2021.

The Group's 2021 capital allocation framework prioritizes investments in operational sustainability, maintaining adequate cash reserves, paying dividends and prudent debt management. The long-term restructuring of the Company is now complete. It is, therefore, worth taking a closer look here!

Carnavale Resources - Multi-metal from Western Australia

The Australian Company Carnavale Resources, based in Western Australia, focuses on early-stage resource projects. Currently, 4 projects around platinum group metals, gold, nickel and copper are in focus. The strategy is driven by the unabated demand for batteries and so-called catalyst metals resulting from the political shouldering of decarbonization. Current properties include the Barracuda project, which contains nickel and copper, platinum group metals, the Grey Dam nickel project and two other gold projects.

At Kookynie, the third gold drill program has just been successfully completed. The high-grade intercepts include two meters, each with exceptionally high gold grades of 16.25 g/t and 3.34 g/t, respectively. Initial soil sampling is underway at the Ora Banda project to discover anomalies. Things are getting exciting at the Grey Dam nickel project. Here, the smallest particles are examined and interpreted with regard to influencing factors, such as the natural movements of the groundwater. In this way, indications of nickel sulfides and elements of platinum metals can be obtained to direct future work as efficiently as possible.

Currently, Carnavale has just under AUD 4 million left in its coffers, which will allow all drill targets to be worked this season. Early-stage exploration work offers the opportunity for significant increases in value but can also be unsuccessful. Therefore, it is essential to keep investments as low as possible and to replace projects that offer little perspective with new ones. In the end, the combination of different metals creates the prospect of robust resource estimates.

With 2.3 billion shares issued, the current market capitalization is AUD 19 million. The Company is 50% in firm hands, and the management is also significantly involved. All in all, Caranavale Resources is a good mix of projects with its development still in its infancy. A first position, therefore, makes perfect sense.


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:

19. October 2021 | 13:44 CET | by Fabian Lorenz

Barrick Gold, Standard Lithium, GSP Resource: Commodities booming

  • Commodities

Copper, lithium and oil are just a few examples of commodities whose prices are going through the roof. The shares of the producers of these commodities are benefiting as a result. In addition, there is now often a takeover fantasy. This applies, for example, to Standard Lithium. The US explorer has now also published positive data for its project. It also applies to GSP Resource. At least as far as drilling results and takeover fantasy are concerned. The share price, on the other hand, still has room for improvement. The same applies to Barrick Gold. The Q3 figures were convincing, with the gold company earning brilliantly on every ounce, but the shares are trading close to the year's low.

Read

05. October 2021 | 11:40 CET | by Fabian Lorenz

BioNTech, Varta, Sierra Grande Minerals - Is the countermovement coming?

  • Commodities

The BioNTech share was under intense pressure in the past trading week. But even at the start of the week, the bulls could not prevail with a countermovement. There is also good news from the new German biotech star. Ripe for a rebound are also the shares of Varta and Sierra Grande. At Varta, the presentation of Apple's new Airpods could herald a share price recovery. Sierra Grande is suffering from weak precious metal prices. The Company has just published positive drilling results. Investors could soon look forward to rising prices for all three shares.

Read

10. September 2021 | 13:50 CET | by Carsten Mainitz

Sierra Grande Minerals, Barrick Gold, Sibanye Stillwater - Tempting valuation levels

  • Commodities

Patience is a virtue. Especially on the stock market, investors are often required to be patient. Why do rising prices take so long to materialize, even though the relevant facts are already on the table? One or the other investor who has invested in commodity shares has undoubtedly experienced this or a similar situation. But those who take a longer-term view and make the proper sense of the relevant framework conditions that determine supply and demand will be successful. Precious metals have proven to be a protection against inflation over long periods of time. Various raw materials such as copper and lithium are experiencing rising demand as a result of electromobility. These three stocks offer opportunities.

Read