Close menu




January 3rd, 2022 | 09:08 CET

Highflyers of the year sought: Alibaba, Osino Resources, Steinhoff

  • Gold
Photo credits: pixabay.com

The time between the years has a special magic: We come to rest and, after relaxing with the family, find the time to start thinking strategically about life planning and investing. But how does one successfully put these thoughts into practice? We present three stocks that investors could focus on with 2022 in mind and discuss whether investments are a good or a bad idea.

time to read: 3 minutes | Author: Nico Popp
ISIN: ALIBABA GR.HLDG SP.ADR 8 | US01609W1027 , OSINO RESOURCES CORP. ON | CA68828L1004 , STEINHOFF INT.HLDG.EO-_50 | NL0011375019

Table of contents:


    Bradley Rourke, President, CEO and Director, Scottie Resources Corp.
    "[...] The transaction offers benefits to all parties: Shareholders now have three promising projects in their portfolio. [...]" Bradley Rourke, President, CEO and Director, Scottie Resources Corp.

    Full interview

     

    Alibaba and the battle with Beijing

    Alibaba's stock has long been considered an insider tip and a safe bank. The retail giant was seen as a Chinese Amazon and thus benefited from the vast market in Asia and the Chinese open-mindedness towards digital solutions. But as early as 2020, the picture was tarnished for the first time. The Chinese state torpedoed the IPO of Alibaba subsidiary Ant Group. That was followed in 2021 by further repression by the Chinese state against its Internet groups and the near bankruptcy of real estate developer Evergrande. Above all, Beijing's muscle-flexing is irritating more and more investors. While excessive consumption of video games was still banned in 2021, tattoos will be at the turn of the year: anyone who wants to play soccer for China in the future must not be tattooed. Those who already have one or the other work of art on their skin will have to have it removed. While this new regulation has little to do with investment decisions at first glance, it clearly shows that the pendulum in China is now swinging towards autocracy rather than freedom.

    Alibaba's share price initially rose significantly before the turn of the year, but it has since run out of steam again. Over the course of a year, the stock has lost a whopping 49%. Even in the long term, the gains of 35% over five years are rather manageable. Currently, it looks as if the stock could bottom out above the USD 110 mark, but it cannot be ruled out that the rulers in Beijing will continue to make things difficult for companies like Alibaba. The stock is not a safe bank, but investors can keep it in mind.

    Osino Resources: Prepared for 2022

    Those concerned with investments in gold and who have their eye on promising projects will probably already have the Osino Resources share in the back of their minds. Osino Resources operates in Namibia, on the southwestern coast of Africa. The team around CEO Heye Daun has already successfully sold a gold project in Namibia in the past. Daun sees some parallels between Otjikoto, which is now successfully mining for B2Gold, and Twin Hills, as he revealed in an interview a few months ago: "Both projects are located in the same geological belt and have a very similar geological structure. The size is almost identical, and so is the infrastructure. Differences still lie in lower gold grades and a lower recovery rate at Twin Hills. However, we want to positively influence these factors with the planned drilling program," Daun said at the time.

    In the meantime, the Company has published drill results, including 257m of 0.73 g/t gold. The scope of the drilling program alone of around 116,000 meters shows in which league Osino Resources wants to play. Since the Company also has reliable anchor shareholders in the form of investors such as Ross Beaty, the team around Daun can demonstrate the feasibility of the Twin Hills project step by step. The share is currently trading below EUR 0.80 and can always jump above the euro mark. Inflation and sputtering supply chains could positively influence the investment environment for gold in 2022. Osino Resources is worth considering.

    Steinhoff: What needs to happen now

    Many investors are currently likely to be asking themselves whether the Steinhoff share is still worth considering. The furniture group, which spent years litigating with creditors after an accounting scandal, settled before the turn of the year. The share then shot up as if liberated. In the meantime, however, the price is crumbling again. We are now seeing what is regularly observed in investment stories such as the Steinhoff story: When an event has occurred that all investors have been waiting for for months or even years, an emptiness sets in. Steinhoff must now fill this void with perspective. It remains to be seen to what extent this can succeed in times of stuttering supply chains and with a furniture-related business model that is anything but "sexy". Steinhoff was one of the winners of 2021, but there is a high probability that this will not be repeated in 2022.

    While the air seems to have gone out of stocks like Steinhoff, Alibaba is driven by several major trends at the same time that cannot be stopped any time soon: Digitization and the rise of Asia cannot be reversed. However, it is also true that the central government in Beijing has the power to put any large corporation in its place. That should continue to weigh on the exchange rate. The more political repression and crises come into play, the more exciting gold becomes. Osino Resources seems to be in a promising position to benefit disproportionately from the next upward movement of the precious metal.


    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