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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".


10. March 2021 | 09:05 CET

K+S, Almonty Industries, ThyssenKrupp - revaluation underway, still cheap to get in!

  • Tungsten
Photo credits: pixabay.com

Many facets of stock market activity are exciting. Situations in which companies are re-evaluated and investors get in early enough are not only exciting but extremely lucrative. It is essentially about the Company venturing into new territory or getting back on its feet after restructuring and the potential not yet being priced into the share price for a long time. We present three shares where the revaluation is underway and where there is still great potential.

time to read: 3 minutes by Carsten Mainitz
ISIN: DE000KSAG888 , CA0203981034 , DE0007500001


Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG
"[...] China's dominance is one of the reasons why we are so heavily involved in the tungsten market. Here, around 85% of production is in Chinese hands. [...]" Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG

Full interview

 

Author

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

About the author


K+S - No accounting scandal! Will the EUR 10 mark now fall permanently?
Last month, K+S shareholders had to take a deep breath. The Federal Financial Supervisory Authority (BaFin) had initiated a special audit of the balance sheet by the German Financial Reporting Enforcement Panel. It was alleged that the Group had written-off its fertilizer business too little and too late. As a result, the share price corrected to around EUR 8.
Yesterday afternoon, the all-clear was given: the auditors Deloitte had issued an unqualified opinion on the consolidated financial statements as of December 31, 2020. In addition, the special write-down of EUR 1.86 billion was around EUR 140 million lower than announced. This positive news should now enable the share to make a sustained leap above the EUR 10 mark.
This Thursday, the Group will publish its figures for the past fiscal year. Perhaps investors will then also learn a little more about the current situation of the special audit. As K+S reported, the audit is still ongoing. Soon, however, the issue should be over. Then investors can concentrate on the Group's good medium-term prospects and look forward to further share price increases.
ALMONTY INDUSTRIES INC - absolute and relative strength
Almonty will become one of the world's leading producers of tungsten in the future. If everything goes according to plan, the Canadians will be the largest producer of the strategic metal outside China, with the Sangdong mine in South Korea. Tungsten is the chemical element with the highest melting and boiling points and is used in many important industrial sectors. The increasing demand with a manageable supply, which currently comes mostly from the People's Republic, makes rising prices very likely in the long term.
Last month also saw further positive news on the Company's second project, which is accelerated now that the tungsten project's decisive course has been set. This is the Sangdong molybdenum project. Almonty announced plans to start a major drilling program here in mid-April, lasting about 6 months. That will then enable a robust resource determination to be made per Canadian industry standard NI 43-101, among others, and will allow further conclusions to be drawn about the project's potential and economics. Molybdenum is very heat resistant and is often used for special alloys in stainless steel.
Frankly, we are not surprised that Almonty's shares have rallied in recent months, recently surpassing the CAD 1 mark and significantly outperforming competitors' shares. At a price of around CAD 1.16, the Company is currently valued at CAD 218 million and is by no means too expensive given its huge potential.
THYSSENKRUPP AG - hydrogen is the magic word
In recent years, steel stocks have not been a big winner. But those who bought shares in the Essen-based Group in the fall can look forward to a threefold increase in their investment. The MDAX-listed Company currently has a market capitalization of EUR 7.4 billion.
The Group has been trying to become profitable for some time. The disposal of the elevator business brought only brief relief. In recent months, a solution was sought for the important Steel division. The hope was to sell the loss-making unit to competitor Liberty Steel. However, this failed last month. Now the division is being restructured and will remain in the Group.
But where did the share price fantasy come from in recent months? The answer is hydrogen. This theme is currently being played heavily on the stock market, and investors attribute high valuations to the players. The subsidiary thyssenkrupp Uhde Chlorine sells electrolysers that produce hydrogen. Provided renewable energies are used to generate electricity, "green" hydrogen can be produced, which makes investors' hearts focused on sustainable investments beat faster. The Essen-based Company is also intensively examining partnerships to grow faster in this future market.


Author

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

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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Nvidia, Almonty Industries, BP - Scarcity drives prices!

  • Tungsten

The shift from fossil fuels to renewable energy sources is increasing the need for industrial metals. Copper's excellent thermal conductivity, along with its corrosion resistance, ease of processing, strength, durability and formability, offer unbeatable advantages in solar thermal applications. Tungsten's properties also play an increasingly important role in power, lighting, medical and aerospace applications. Companies producing the critical metal have significant upside opportunities in this regard.

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BASF, Almonty Industries, Millennial Lithium, BYD - All sold out?

  • Tungsten

Anyone who can offer scarce raw materials today is in a fortunate position as far as business prospects are concerned. In particular, metals and battery raw materials are in high demand and have become a bone of contention in globalization. That is because many critical metals are majority-owned by China, meaning that the regime decides on potential allocations to foreign countries. Admittedly, the Middle Kingdom wants to stay in business with the West, so long-term contracts exist. Nevertheless, the domestic industry is naturally given preferential treatment; we can only hope for political stability and incremental improvements in the West. Who are the interesting players in the tight commodity market?

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04. October 2021 | 12:36 CET | by Armin Schulz

BP, Almonty Industries, Standard Lithium - Which commodities offer the most potential?

  • Tungsten

Last Tuesday, the barrel of oil reached the USD 80 mark again for the first time since 2018, even though OPEC had recently increased production volumes. The discrepancy between supply and demand obviously could not be closed by the production increase. Comparing tungsten with gold, an investment in tungsten could beat gold by 70% since 2010. In the case of lithium, the price is also rising significantly. The automotive industry has decided to push ahead with its conversion to e-mobility in the interests of sustainability. So, the ambitious goal of charging only USD 100 per KWh of capacity in an e-car battery will not happen, making the price of e-cars much cheaper. Today, we take a look at three companies that produce these raw materials and analyze the potential.

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