Close menu




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:


    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.

    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 André Will-Laudien on September 28th, 2023 | 08:05 CEST

    Attention: Extended correction - Buy the right stocks now! Bayer, Viva Gold, TUI, and BASF are on the list!

    • Mining
    • Gold
    • Pharma
    • chemicals
    • travel

    Higher inflation and rising interest rates - this connection should be clear to investors. The interest rate level in Germany has moved from negative territory to 2.77% in the 10-year range, but stocks continued to rise cheerfully. The party led to all-time highs of 16,528 points in July, but the fundamental situation of the companies deteriorated in parallel. Only after repeated warnings from the US Federal Reserve did the explosive NASDAQ also enter a correction. And it continues. Yesterday, the CEO of US investment bank JPMorgan, Dimon, warned that the world may not be prepared for 7% capital market interest rates. He and Dr. Jens Erhardt, the CEO of the asset management company DJE, warn of stronger setbacks on the stock markets. Some stocks have already undergone a strong correction. Here is a brief overview.

    Read

    Commented by Nico Popp on September 26th, 2023 | 07:20 CEST

    Dry spell despite the Housing Summit? New safe havens ahead! Aroundtown, Vonovia, Globex Mining

    • Mining
    • Gold
    • RealEstate

    Shares in real estate companies are once again on the rise. The reason: the interest rate break is here, and with it, the hope of falling capital costs. At the same time, industry representatives and the German government are struggling to find solutions at the Housing Summit. We shed light on the current situation in the real estate market, explain why politicians' promises are of little use and highlight alternatives in an industry that is currently in vogue for several reasons.

    Read

    Commented by André Will-Laudien on September 25th, 2023 | 08:35 CEST

    Make a return instead of sitting on the sidelines! Nel ASA, Desert Gold or Nikola Motors - Who belongs on the buy list?

    • Mining
    • Gold
    • Hydrogen
    • Inflation

    Despite the bull market, the hydrogen sector is feeling the global investment slump, not to mention precious metals. Once again, the US Federal Reserve has issued warnings on the inflation front, but this time, after 11 consecutive hikes, it has not turned the interest rate screw. The refinancing rate remains at 5.5%, but the accompanying wording has greatly unsettled the markets. Capital market rates shot up, reaching a whopping 4.55% for 30-year US Treasury bonds - the highest level in 10 years. We take a look at values that have fallen sharply. Where can adequate yields be expected?

    Read