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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".


John Jeffrey, CEO, Saturn Oil + Gas Inc.

John Jeffrey
CEO | Saturn Oil + Gas Inc.
Suite 1000 - 207 9 Ave SW, T2P 1K3 Calgary (CAN)

info@saturnoil.com

+1-587-392-7900

Saturn Oil + Gas CEO John Jeffrey: "Acquisition has increased production by 2,000%"


17. August 2021 | 11:12 CET

Memiontec, Bayer, Aurubis - Do not miss this trend!

  • Investments
Photo credits: pixabay.com

According to estimates by some experts, water demand will already exceed supply by 40% in 2030. That is a dramatic forecast and should wake us up. Of course, climate change is an influencing factor. The increasing water consumption of agriculture in the wake of the growing population presents us with major challenges. In addition, water treatment plays a central role. Some promising investment ideas can be derived from the scarcity problem of the vital resource water.

time to read: 3 minutes by Carsten Mainitz
ISIN: Memiontec Holdings Limited | SGXE56008290 , BAYER AG NA O.N. | DE000BAY0017 , AURUBIS AG | DE0006766504


 

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


MEMIONTEC HOLDINGS LTD - Business is going well

Memiontec Holdings is a provider of complete water management solutions in Asia. Recently, the Singapore-based Company reported that it could secure three new orders in Indonesia with a total value of SGD 5.5 million. With these new orders, the current order backlog has grown to approximately SGD 81.6 million. The new orders relate to two wastewater treatment projects and one water treatment project in Indonesia. The need in the island nation is huge; almost every second Indonesian has no access to clean water.

Memiontec is focusing on the fast-growing cities in China, Indonesia and mainly on the city-state of Singapore. The water and wastewater management specialist serves several demand groups, including municipalities, cities and industrial companies. The Company covers the entire value chain in the water segment with complete solutions for freshwater and wastewater management as well as water treatment solutions.

With the recently published half-year figures, the Company documents that business is going well. Sales climbed by 86% to SGD 27 million. Profit increased at an enormously disproportionate rate. Profit after tax multiplied from a low base to SGD 0.48 million. Earnings per share increased from SGD 0.01 to SGD 0.22. The Company is currently valued at SGD 54 million.

BAYER AG - Renewed burdens

Agriculture accounts for about 70% of the world's freshwater consumption. Water will soon become a decisive bottleneck factor in agriculture in regions with water shortages. In this context, the DAX-listed Company focuses its agrochemicals business on targeted research activities to ensure water-efficient agriculture. Bayer is also developing products and technologies for improved wastewater treatment. In the media, the legacy from the acquisition of US competitor Monsanto is present. Here, several lawsuits are pending against Bayer in the US over a carcinogenic fertilizer. The Group also has a strong pharmaceuticals business.

The most recently published half-year figures were disappointing. High costs and negative exchange rate effects weighed on results. Due to renewed provisions for possible charges in the US glyphosate litigation, the Group posted a billion-dollar loss in the second quarter. These charges will also lead to a significant drop in profits for the full year, even though Bayer recently raised its sales outlook for 2021. Analysts believe the Group will again post a substantial profit of just under EUR 5 billion in 2022. Thus, the 2022 P/E ratio is a moderate 10.

AURUBIS AG - Share corrects from all-time high

Aurubis is one of the world's leading copper recyclers and suppliers of non-ferrous metals. Because of limited resources, the recycling economy is of great importance. Every year, the Hamburg-based company produces more than 1 million tons of marketable copper cathodes with a purity content of 99.99% in its European smelter network. These are then processed into a wide variety of copper or copper alloy intermediates.

At the end of July, the shares reached a new all-time high of EUR 87. Shortly after that, with the presentation of the nine-month figures, a price correction set in. The good quarterly figures were not good enough. In addition, some market participants had expected an increase in the annual targets.

Aurubis benefited from high metal prices in the wake of the global economic recovery and rising demand due to the growth in electromobility. The Group collected high refining charges for copper scrap (recycling) and sulfuric acid, which is produced in copper production. Earnings before taxes almost doubled in Q3 to EUR 83 million. After nine months, the Hamburg-based company can look back on a pre-tax profit of EUR 268 million, more than double the figure for the same period last year. Higher energy prices had a negative impact in Q3.


Resources are finite. We all know that, but we do not act accordingly. An ever-growing world population and increasing demand for resources, coupled with climate change, suggest that the balance will be lost. Water is a key example. With stocks like Bayer and Memiontec, investors can bet on innovative players in the field of "water". Bayer is a global Company with several business units. Memiontec is a more focused way to profit from the investment trend.


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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