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Humphrey Hale, CEO, Managing Geologist, Carnavale Resources Ltd.

Humphrey Hale
CEO, Managing Geologist | Carnavale Resources Ltd.
Level 2, Suite 9 389 Oxford Street, WA 6016 Mount Hawthorn (AUS)

info@carnavaleresources.com

Interview Carnavale Resources: Good cards for long-term success


Bill Guy, Chairman, Theta Gold Mines Limited

Bill Guy
Chairman | Theta Gold Mines Limited
Level 35 (ServCorp), Intl Tower One 100 Barangaroo Ave, 2000 NSW Australia (AUS)

info@thetagoldmines.com

+61 2 8046 7584

Interview Theta Gold Mines: This team has already brought 20 mines into production


David Mason, Managing Director, CEO, NewPeak Metals Ltd.

David Mason
Managing Director, CEO | NewPeak Metals Ltd.
Level 27, 111 Eagle Street, QLD 4000 Brisbane (AU)

info@newpeak.com.au

+61 7 3303 0650

Interview New Peak Metals: Many chances for great success


07. June 2021 | 10:45 CET

Mineworx Technologies, BASF, Nestlé - Circular economy investment idea

  • Investments
Photo credits: pixabay.com

Everything is finite, every material and every raw material. Here is where the idea of a circular economy comes in. The aim is to develop a regenerative system in which resource use and waste production, emissions, and energy waste are minimized by slowing down, reducing, and closing energy and material cycles. The following three companies are all involved in the circular economy in different ways. Shareholders can also benefit from this.

time to read: 4 minutes by Carsten Mainitz


 

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


MINEWORX TECHNOLOGIES LTD - Recycling goldmine

Recycling is an integral part of the circular economy. If you take a closer look at the recycling of copper, an important industrial metal, Aurubis stands out. The Hamburg-based company processes complex metal concentrates and various recycling raw materials and is a global leader in copper recycling. If the topic is water, then the name of the French Group Veolia may be familiar. Based in Paris, the Company operates primarily in the areas of water and wastewater, waste disposal and energy supply.

But there are often share price opportunities lurking in lesser-known companies. That is the case with Canada's Mineworx Technologies. The Company is getting into the lucrative business of recycling diesel catalytic converters and extracting the expensive precious metals palladium and platinum in an innovative, low-risk way. The Canadians specialize in the circular economy in the mining, electronic scrap and automotive catalytic converter sectors. Interestingly, the Company started as an exploration company and still holds two assets in Spain. But as mentioned, the music is now playing in recycling for diesel catalysts. Mineworx has established an innovative and patented process, addressing a market of more than 100 million catalysts worldwide. Around 80% of the world's production of palladium is used for catalytic converters. The prices for palladium and platinum are several times higher than those for gold.

The Company's fully planned and fully financed pilot plant is expected to be operational early in the third quarter of the current year and generate revenues by the end of 2021. Mineworx's process does not take the conventional smelting route but extracts platinum and palladium specifically from ground core catalyst materials and through a chemical process. The resulting concentrate is then sold to a refinery. Mineworx is forecasting sales of USD 100 million with a gross margin of about 20% once the plant is ramped up. The Canadians' cooperation partner in the commercialization is Davis Recycling. The Company is active in 13 US states and has been recycling catalytic converters for 20 years. Davis Recycling is to supply the necessary core materials. If the initial production ramp-up is successful, facilities are planned throughout North America.

Commercialization of the diesel catalyst recycling business in the US could easily lead to a revaluation of Mineworx Technologies. But the proof of concept has yet to be provided. However, we are optimistic that this will be achieved. Then the share should be valued next year at 2 to 4 times the sales achieved, i.e. at USD 200 million and more. Currently, one can still get in at a stock market value of a modest CAD 23 million.

BASF SE - Sells stake in specialty chemicals group Solenis

The Ludwigshafen-based Company is one of the largest chemical groups in the world. The Company has come a long way since it was founded in Mannheim in 1865 as Badische Anilin & Soda-Fabrik. In the last fiscal year, the Rhineland-Palatinate-based Company generated sales of EUR 59 billion with 110,000 employees at over 390 production sites and in more than 80 countries. Business activities are combined in the six segments Chemicals, Materials, Industrial Solutions, Surface Technologies, Nutrition & Care and Agricultural Solutions. Given the size of the Group and its broad scope, it is not surprising that it publishes news on partnerships, innovations and collaborations seemingly every three days.

Last week, news agency Bloomberg reported that BASF was looking to divest its stake in specialty chemicals Company Solenis. BASF holds a 49% stake in the Company. Solenis was formed in 2019 from a merger of a company bought by CD&R with a BASF division. Solenis primarily makes water treatment chemicals and most recently had annual sales of about USD 3 billion. Investors like the DAX member, which currently has a market capitalization of EUR 63 billion. Analysts like the Company's advantageous strategic positioning, its moderate valuation with a P/E ratio of 15 in 2022, and its generous dividend yield of 5%. On average, the experts give the shares an upside potential of 13%.

NESTLE SA - Reorganization of the water business underway

Nestlé is a leading global food company founded in Switzerland in 1866. The "Nestlé Waters" water division has over 90 production standard locations in 34 countries and includes brands such as S. Pellegrino, Perrier, Nestlé Pure Life, Arrowhead, Deer Park and Vittel. As a result, the issue of recycling bottles and cans is also important to the Swiss. The Group has repeatedly been at the center of several water scandals in recent years. At the end of March, the Group completed the reorganization of its water business in North America by closing the sale of several brands to One Rock Capital Partners for USD 4.3 billion.

In the past financial year, the Group with 273,000 employees achieved sales of CHF 84.3 billion and earnings per share of CHF 4.21, of which CHF 2.75 was distributed to shareholders as dividends. At CHF 112.90, the stock has a 2022 P/E of 25 and a market capitalization of CHF 318 billion. Nestlé aims to make its entire water portfolio climate-neutral by 2025.


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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18. June 2021 | 15:10 CET | by Carsten Mainitz

MorphoSys, Biogen, Sierra Growth - What is next?

  • Investments

Pharmaceutical stocks are a bit like that: Giants like Johnson & Johnson or Novartis have an extensive product portfolio and can cushion failures of individual products quite well. It is often a matter of life and death for smaller, specialized companies with every development. Just yesterday, this could be observed in the CureVac share after its Corona vaccine candidate only achieved an efficacy of 47% in the clinical 2b/3 phase. Within a very short time, it disintegrated the stock price. Meanwhile, biotech pioneer Biogen surprised with an unjustified share price rally, which, however, could come to an abrupt end after a new setback. The situation is different for MorphoSys. Its planned acquisition of Constellation Pharmaceuticals initially weighed heavily on the share price, but it holds exciting potential. And the Canadian mining Company Sierra Growth is operating in a completely different environment; however, it has a top opportunity to offer in the current inflationary environment and should not go unmentioned.

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18. June 2021 | 09:56 CET | by Nico Popp

Adler Modemärkte, Steinhoff, Osino Resources: Which penny stocks have substance?

  • Investments

Penny stocks often have something disreputable about them - at least in Germany. As soon as a share is quoted at less than EUR 1 in Germany, it is considered to be at risk of insolvency. The reason for this is that the minimum nominal value of German stock corporations is EUR 1. Abroad, however, things are quite different: In Australia, it is not uncommon for shares to trade even below one cent. For investors who are used to this, it is anything but disreputable. In concrete terms, it all depends on the companies themselves anyway. We profile three companies that are either penny stocks or were, not long ago.

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17. June 2021 | 13:52 CET | by Nico Popp

Daimler, Mineworx Technologies, BASF: Investing in the mobility revolution

  • Investments

The world keeps spinning - faster and faster, it feels. New technology is causing certain industries to rethink. Electromobility is one such catalyst: mining companies and companies from the chemical industry and other suppliers must prepare themselves because soon, most cars will run on batteries. There are great opportunities here - for carmakers who are on their toes and for resourceful experts in the field of recycling.

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