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Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG

Dr. Thomas Gutschlag
CEO | Deutsche Rohstoff AG
Q7, 24, 68161 Mannheim (D)

info@rohstoff.de

+49 621 490 817 0

Interview Deutsche Rohstoff AG: "We can imagine additional investments in the field of electromobility."


Steve Cope, President, CEO and Director, Silver Viper

Steve Cope
President, CEO and Director | Silver Viper
1055 W Hastings St Suite 1130, V6E 2E9 Vancouver (CAN)

info@silverviperminerals.com

+1-604-687-8566

Interview with Silver Viper: Future price drivers and takeover fantasy


Karim Nanji, CEO, Marble Financial

Karim Nanji
CEO | Marble Financial
1200-1166 Alberni Street, V6E 3Z3 Vancouver (CAN)

info@marblefinancial.ca

+1-604-336-0185

Interview with Marble Financial: Fintech innovator plans expansion into the US


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


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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