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Recent Interviews

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".


13. July 2021 | 10:42 CET

JinkoSolar, Barsele Minerals, Newmont: The takeover merry-go-round is spinning

  • Gold
Photo credits: pixabay.com

Raw materials are the key to new technology. Whether silver, copper or other metals - many technologies, such as electric cars and solar panels, drive demand for metals. As these technologies triumph, so does the demand for raw materials. Using three stocks as examples, we explain how investors can profit.

time to read: 3 minutes by Nico Popp
ISIN: JINKOSOLAR ADR/4 DL-00002 | US47759T1007 , BARSELE MINERALS | CA0688921083 , NEWMONT CORP. DL 1_60 | US6516391066


Jared Scharf, CEO, Desert Gold Ventures Inc.
"[...] Our SMSZ project is the largest contiguous land package of any exploration company in the region at 400km2 and overlays a 38km portion of the prolific Senegal Mali Shear Zone. [...]" Jared Scharf, CEO, Desert Gold Ventures Inc.

Full interview

 

Author

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


JinkoSolar: Where will it go from here?

The JinkoSolar share is a real hot potato - in a positive sense! In the past three months alone, the stock has climbed by an impressive 47%. The reason is the great demand for solar modules and the good products of JinkoSolar. The Company scores high on both durability and efficiency. Both are points that are important to potential buyers of solar modules. The third factor is price. Here, too, the world market leader JinkoSolar is perfectly positioned. We remember the price war around solar modules about ten years ago. At that time, more and more German companies slid into bankruptcy. The reason: The Chinese were simply cheaper. At the end of this price war and the concentration of suppliers in Asia, JinkoSolar is the winner.

With demand for solar panels continuing to grow, the Company is perfectly positioned. Despite the recent price gains, the stock still has some room to run. From EUR 55, however, the value could increasingly encounter resistance. Whether JinkoSolar will reach the EUR 74.10 mark from last year again so quickly is questionable. The Company is well-positioned, but the stock is also known for its volatility.

Barsele Minerals: A plan - 18 months to go

Barsele Minerals is another volatile stock. The Company partnered with mining giant Agnico Eagle to develop the Barsele project in Sweden. Barsele holds 45% of the project and Agnico Eagle 55%. A letter of intent now allows the young Company from Canada to take over the entire project. Barsele would have to raise CAD 45 million, and Agnico would have to sign over a 14.9% stake in its shares. In addition, there would be options to buy a further 6 million shares at CAD 1.25 per share. Agnico Eagle believes in the project's success and is convinced that it is better off with Barsele Minerals. The young Company plans to drill 30,000 meters over the next 18 months and upgrade the project to make it easy for Barsele to finance the complete takeover.

The Barsele project represents promising gold deposits within an attractive infrastructure in northern Sweden. Sweden itself is a sought-after mining location and shines with corporate taxes of only 22%. In addition, the high environmental standards of the country meet the desire of many investors for sustainably mined raw materials. Since Agnico Eagle has entered into a letter of intent, which provides for a large part of the payment for the project in shares of Barsele Minerals, investors can take this as a sign of confidence. Currently, the stock is trading at CAD 0.75. There is still a lot of air until the exercise price of the options to be granted to Agnico Eagle with a strike price at CAD 1.25. Key data around Barsele looks promising. Investors should have the value on their radar.

Newmont: Is Europe becoming attractive for the giant?

Investors always have the Newmont share on their radar. The world's largest mining group generates around three-quarters of its sales with gold. In addition, there is a lucrative copper business. Newmont has benefited from rising commodity prices in recent quarters. Although the dividend yield is only around 2% and the share price potential is also limited for a big ship like Newmont, the share can be a solid addition to a portfolio for cautious investors. Since the Company has also been working on its costs recently, Newmont should be able to ride out fluctuations in the commodities market.


Since companies like Newmont always have to replace their mined raw materials, the Company could even play a role in the constellation between Barsele Minerals and Agnico Eagle. Currently, the giant is not yet represented in Europe. As a promising project in a sought-after mining destination, Barsele Minerals could attract the interest of other majors. JinkoSolar, on the other hand, is not a takeover candidate. First, the Company itself is well-positioned, and second, it is already expensive. It is more likely that JinkoSolar will use its shares as a takeover currency.


Author

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



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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  • Gold

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  • Gold

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  • Gold

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