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November 11th, 2022 | 11:36 CET

Jim Cramer warns, rally in the wings: Amazon, Commerzbank, Tocvan Ventures

  • Mining
  • Gold
  • Investments
  • ecommerce
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The German Retail Association reports that Christmas sales this year could suffer from poor consumer sentiment. The culprit - who would have thought - inflation. We explain that the fight against inflation is anything but a foregone conclusion and how investors can potentially make a big profit from the current mixed situation, using the three shares below as examples.

time to read: 3 minutes | Author: Nico Popp

Table of contents:

    Gary Cope, President and CEO, Barsele Minerals
    "[...] We are convinced that we could already leverage significant potential with a drilling program of around 35,000 meters. However, to finance this, we need a decision. Fortunately, there are already interested parties who can imagine advancing Barsele together with us. [...]" Gary Cope, President and CEO, Barsele Minerals

    Full interview


    Jim Cramer: Amazon bad, Commerzbank good?

    After Amazon announced its quarterly figures at the end of October, the stock began to tumble. The reason: sales fell short of market expectations. This fueled concerns that inflation could hit consumption hard. What the German Retail Association fears here in Germany with a view to the Christmas business is already a reality in the US. Because stocks like Amazon have always anticipated big growth, the market is not forgiving of even slight deviations in business performance. Although the business model is sustainable in the long term, stocks like Amazon's are coming under pressure. Most recently, US stock guru Jim Cramer emphasized that FAANG stocks, which include Amazon, have gotten too big.

    Cramer considers financial stocks to be more promising in the current market environment. He says these have the potential to become leaders again as higher interest rates revive the traditional banking business. That this is only one side of the coin, however, was shown a few weeks ago in an interview in Wirtschaftswoche with Commerzbank CEO Manfred Knof, in which the chief banker explained that other problems would level out the newly gained opportunities from higher interest rates.

    Crisis on crisis: Banks remain vulnerable

    Nevertheless, things do not look bad for bank stocks on the market: Over the course of a year, the Commerzbank share has gained around 10%. Amazon lost a whopping 43% in the same period and is likely to leave some investors shaken. Nevertheless, investors should not infer further potential from the outperformance of stocks like Commerzbank. The nervousness surrounding problems at Credit Suisse and the turmoil in the British financial system following the tax reform that has since been reversed a few weeks ago speak volumes: Just a few events are enough to put an entire industry on the spot. After this year's price gains, the drop for bank shares could be even higher. So how to invest?

    Is gold on the verge of a comeback? Tocvan Ventures with Deep Value

    In an interview with the International Investment Forum (IIF) at the Precious Metals Fair in Munich, gold expert and geologist Brodie Sutherland says he expects gold to perform nicely in the coming months. The precious metal recently increased in price dynamically. Initial experts see the precious metal also chart technically on the threshold of a new rally signal. In the event of rising gold prices, shares in companies that develop gold projects offer even greater opportunities. The advantage here is: Gold deposits that still need to be sufficiently quantified are valued at a fraction of their actual value. Given the challenging market environment, the discounts are even greater than usual. Therefore, companies such as the Canadian precious metals Tocvan Ventures have a fair amount of "deep value".

    In the case of Tocvan Ventures, there is also the fact that the Company operates in Mexico, not far from the US border in the state of Sonora. The advantage there is extremely low costs and the widespread heap leaching process, which allows even smaller projects to be brought into production quickly. Recently, Tocvan, which has the Picacho and Pilar projects, released new geological data on the El Picacho project showing a new 500-meter trend of high-grade gold deposits called Jabali.

    Tocvan Ventures: Rock samples make you want to know more

    "Jabali is located more than 2km from our San Ramon priority drill area and is characterized by a series of artisanal shafts and trenches along what appears to be a shallow dipping quartz-carbonate vein system. Jabali has already been approved for drilling, and surface work is currently underway to bring the property to a drill-ready condition. Even more exciting, these prospects represent only a fraction of our target areas, which include Murcielago, Tortuga, Virgen Maria, Cornea and Puerto," said Tocvan CEO Sutherland. Historical rock samples from the new trend show high grades, with approximately 21% of 80 rock samples containing grades greater than 5 g/t gold. On average, this group comes to 12.8 g/t gold. 49% of the rock samples contain more than 0.2 g/t gold. On average, this sample of 39 samples contains grades of 6.4 g/t gold.

    The Tocvan Ventures share offers an interesting opportunity, given the lull in the share price over the past few months. Firstly, gold is making a comeback, and secondly, Tocvan has uncovered potential on its projects that could suggest that there is "deep value" in the stock.

    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 hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH 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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