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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".


05. May 2021 | 09:14 CET

Infineon, Triumph Gold, Ballard Power - Invest in the future now!

  • Investments
Photo credits: pixabay.com

The earnings season is in full swing. In addition to Corona winners such as TeamViewer or Zalando, which continue to profit from the consequences of the pandemic, biotech companies working to combat the virus also shine with solid figures. On the other hand, companies directly involved in the energy turnaround are disappointing at first glance. In addition to electric carmakers currently struggling with production stoppages due to the acute global chip shortage, renewable energy stocks have also missed analysts' forecasts.

time to read: 3 minutes by Stefan Feulner
ISIN: DE0006231004 , CA8968121043 , CA0585861085


 

Author

Stefan Feulner

The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.

About the author


Triumph Gold - Best conditions

The conditions for a rising gold price could not be better. Rising inflation due to the ever-inflating money supply and historical debt levels provide a healthy long-term breeding ground for the precious yellow metal. Moreover, gold miners are in better fundamental shape than ever after a record 2020 and are sitting on mountains of cash to invest in new projects. Interesting second-tier mine operators with substantial assets abound due to the wave of consolidation that has been underway since August.

One diamond in the rough is the exploration Company Triumph Gold. The Canadians, in which heavyweight Newmont already has a 12.8% stake, operate the Freegold Mountain project in the Dawson Range gold belt of Yukon. The project covers an extensive area of the Big Creek fault zone, a structure directly associated with epithermal gold and silver mineralization and gold-bearing porphyry copper mineralization.

Recently, Triumph Gold additionally secured the Big Creek property, which is believed to host gold and copper. The property consists of 258 contiguous quartz mining claims in Yukon's Whitehorse Mining District. Drilling programs are expected to begin here in the spring. With about CAD 5 million in cash, Triumph Gold is funded for the entire year. Currently, the stock is forming a floor around CAD 0.16. With an expected friendly gold market, the Canadians should benefit disproportionately.

Ballard Power - Worse than feared

Yesterday, the Canadian manufacturer of fuel cells, Ballard Power, was brought back to earth. The Company, based in Burnaby near Vancouver, British Columbia, completely collapsed compared to the same period last year and missed analysts' already less euphoric estimates for both sales and losses. Revenue of USD 17.6 million was a crisp 26% below the first quarter of 2020, while analyst firms on average were expecting revenue around USD 25 million. Loss per share was also below forecasts at USD 0.06. The gross margin came in at 15%.

Despite the weak results, management is well prepared for the future. The reason is the bulging war chest of USD 1.3 billion. Ballard Power CEO Randy MacEwen plans to attack this during the year and accelerate investments in technology, products, advanced manufacturing and localization. The Canadians are seeing growing interest, particularly in fuel cell buses in Europe. As a result, follow-up orders were captured from Wrightbus and Solaris. In the truck market, joint development work was advanced with the Weichai-Ballard joint venture in China and with MAHLE on a fuel cell engine for the European market.

Also announced earlier this week was a strategic collaboration with Linamar focused on powertrains and components for the Class 1 and Class 2 vehicle markets in North America and Europe. Overall, the Company sees 2021 as a transition year with high investments to be prepared for strong long-term growth.

Infineon - Better than expected

Chip manufacturer Infineon, on the other hand, raised its forecast. The semiconductor market, which has exploded, and the continuing recovery in the automotive industry, keep the profits of the Neubiberg-based Company flowing. Management expects sales of around EUR 11.0 billion for the full year 2021. Capital expenditure is expected to remain at EUR 1.6 billion for the full year. The operating margin has also been raised from 17.5% to 18%.

The reason for the optimism lies in the excess demand in almost all segments. Electronics for accelerating the energy transition and for work and home life, for example, remain in high demand. Despite the positive news, the price of Infineon shares went south by more than 4%, trading at EUR 32.20. The outlook for the current third fiscal quarter was solid for market participants, but it no longer came as a surprise and was therefore already priced into the share price.

In the 32 area, there is a striking support zone that has been formed since the beginning of the year. Should this zone be sustainably broken, the next target would be a run to the EUR 28 range.


Author

Stefan Feulner

The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.

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.


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