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September 2nd, 2021 | 12:15 CEST

Heidelberger Druckmaschinen, Troilus Gold, TUI: The Power of Transformation

  • Gold
Photo credits: pixabay.com

Transformations are the salt in the soup of the stock market. Whenever companies break new ground, win new customers or enter completely new territory, opportunities arise for investors. At the beginning of such developments, the market usually does not quite believe in the chances. But then, more and more investors jump on the bandwagon and boost the share price. The further transformations go, the greater the associated opportunities. We present three companies that are breaking new ground and classify their prospects.

time to read: 3 minutes | Author: Nico Popp
ISIN: HEIDELBERG.DRUCKMA.O.N. | DE0007314007 , TROILUS GOLD CORP. NEW | CA8968871068 , TUI AG NA O.N. | DE000TUAG000

Table of contents:


    Bill Guy, Chairman, Theta Gold Mines Limited
    "[...] Both the geology and the infrastructure around the project make for a very attractive cost structure. We expect to be able to produce at 50% of the current gold price. [...]" Bill Guy, Chairman, Theta Gold Mines Limited

    Full interview

     

    Heidelberger Druckmaschinen: Innovative like Elon Musk

    The Heidelberger Druckmaschinen share fought its way back into the stock market Bundesliga in 2021 - at times, the venerable Company from Neckarstadt had even become a penny stock. But the Heidelberg company made a virtue out of necessity. In addition to the digital transformation, which the Company from the printing industry has been driving forward for many years, it entered the wallbox business. The offer: charging infrastructure for business customers, parking garages and, in the future, smart homes in the private sector. As recently as January, Heidelberger Druck doubled its capacity, and in June, it went one better with a new production line. Heidelberger Druck has recognized its opportunity and is doing everything it can to take advantage of it.

    Since charging infrastructure is subsidized by the state and electric cars are becoming the standard, Heidelberger Druck's decision to move in this direction is right. The Company already has a 20% market share in charging stations - there is no longer any question of a stopgap solution. The Company still has little equity and must therefore be considered fragile. However, the course for a promising future has been set. Heidelberger Druck shows how transformation works.

    Troilus Gold: Production costs of USD 850

    The Canadian Company Troilus Gold is also in the midst of a transformation process. The Company operates on the site of a historic mine in Québec. The mine was previously in production but at significantly lower quotations of gold. However, the owners at the time had a different focus and did not invest enough in exploration. Troilus Gold is now taking advantage of this and wants to leverage the omitted potential of the past. The aggressive exploration shows that this is not just lip service: the Troilus Gold team has drilled around 250,000 meters in recent years and documented a resource of 8.1 million ounces of gold. The end goal is to have a mine that will produce gold and copper for more than twenty years. "If we invest CAD 350 million, we can produce 250,000 ounces of gold annually over 22 years, as well as appreciable copper deposits. The cost of extraction for gold is USD 850 per ounce - that is a very comfortable situation given the current price of gold," CEO Justin Reid said in a July interview.

    Troilus Gold raised capital a few months ago. The Quebec government indirectly participated in the financing. Reid and his team see this as a great sign of confidence in the project. The Company leader sees Troilus Gold as well-financed with around CAD 55 million in the coffers amid a transformation phase that gradually lowers the project's risk. For investors, this could create great opportunities. "We have a lot of resources. We are heading towards a final feasibility study, and we are publishing regular drill results. These are all events that show the market that the risk of our project is diminishing bit by bit," Reid summarized. The stock has been moving sideways for a year and has shown weakness recently. Investors may consider getting a foot in the door at Troilus on attractive terms, given the project's positive key data.

    TUI: What is next?

    Many Germans put their foot in the door in recent months by booking a package tour. Unfortunately, the Delta variant spoiled many trips abroad and ensured that popular destinations became risk areas. Although vaccinated and recovered people are largely spared restrictions, the once smoothly running package vacation is still associated with some thrills because of Corona. The tour operator TUI is also feeling the effects of this.

    Just months ago, the Company was hoping for a successful summer. It is now likely to be not quite as successful as expected. The Company, which has been rescued by the state, still has some uncomfortable months ahead of it. But it is also clear that travel will settle down under Corona conditions. However, the TUI share will only really enter positive waters beyond the EUR 5 mark. Currently, there is too much uncertainty associated with the stock.


    While Heidelberger Druck is successfully moving into new business areas, TUI has to struggle with the existing conditions. Both companies are in trouble, but Heidelberger Druck seems to have the advantage. The development of Troilus Gold could be even more dynamic. Here, good conditions for raw material production meet a secure location and a long mine life.


    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.

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    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



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