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Nick Mather, CEO, SolGold PLC

Nick Mather
CEO | SolGold PLC
1 King Street, EC2V 8AU London (GB)

emichael@solgold.com.au

+44 20 3823 2125

SolGold CEO Nick Mather on building a major gold and copper mining company


Jared Scharf, CEO, Desert Gold Ventures Inc.

Jared Scharf
CEO | Desert Gold Ventures Inc.
4770 72nd St,, V4K 3N3 Delta (CAN)

jared.scharf@desertgold.ca

Desert Gold Ventures CEO Jared Scharf on West Africa and its potential


Stephan Dorfmeister, Finance Department, Deep Nature Project GmbH

Stephan Dorfmeister
Finance Department | Deep Nature Project GmbH
Untere Hauptstraße 168, 7122 Gols (AT)

office@deep-nature.at

+43 681 10139055

Like Aurora Cannabis and Canopy Growth, Deep Nature Project GmbH focuses on value chain


11. September 2020 | 10:50 CET

Newcrest Mining, Barrick Gold, Blackrock Gold: Eat and be eaten

  • Gold

Major gold producers are shining with fundamental data. This increases the scope for important acquisitions. At the same time, young companies are attracting attention. Is a wave of takeovers following?

Gold has become a serious alternative for many investors. Even investment professionals, who until now have tended to focus on bonds, are now adding precious metals to their portfolios. Due to high liquidity and certain investment guidelines among professional investors, equities are also increasingly becoming the focus of attention. But not all shares are the same - investors should not blindly buy everything that has "gold" or "mining" in its name.

time to read: 3 minutes by Nico Popp


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

 

Newcrest Mining on expansion course

The best example is the share of Newcrest Mining. The Australian company's share price has suffered losses over the course of a year, falling by 9.5% compared to last September. Newcrest benefits disproportionately from rising gold prices and scores with its fundamental data due to low costs. The pandemic has led to a number of projects not being able to continue as originally planned.

Nevertheless, Newcrest Mining's strategy seems promising: The company wants to continue to expand and selectively acquire promising projects. Although the gold producer's portfolio already contains more than 80% gold projects, potential acquisition targets are likely to return to this focus. Since Newcrest Mining has suffered primarily from the pandemic in recent months, the hesitant development of the share price could even be an opportunity in the long term. But be careful: With a price/earnings ratio of over 23, the share is anything but cheap despite last year's "cargo jam".

Barrick Gold before freedom from debt

The Barrick Gold share, on the other hand, got off to a much better start: on a one-year horizon, the share posted a substantial gain of around 64%. The company even relies on gold to about 95% and is spontaneously the first address for many investors when it comes to the shares of a gold mining company. Barrick Gold came through the Corona crisis better than Newcrest Mining and also convinces with low costs. Nevertheless, the gold producer never tires of turning its portfolio upside down.

Unprofitable projects are being sold and new ones bought. In the past, Barrick set the course for today's success early on. This is also reflected in the fundamental data: Barrick Gold has the potential to be debt-free by the end of the year - this creates new potential for the company to make acquisitions and other investments. The stock is therefore quite interesting, but here as well the valuation is already ambitious.

Blackrock Gold wants to stay on the road to success

In exploration companies such as Blackrock Gold, the price-earnings ratio is usually impossible to determine at all due to the lack of profits. However, such stocks can be an exciting addition to a portfolio - if you can evaluate the fundamentals and integrate such stocks sensibly into your own investment strategy. Blackrock Gold is valued at around 70 million euros and is searching for gold and silver in the US state Nevada. Most recently, the ongoing exploration program on the Tonopah West property returned 3,603.4 grams silver equivalent over a 1.5 metre interval. Previous results at Blackrock Gold were encouraging and gave a significant boost to the stock: On a one-year horizon, the stock has more than tripled in value.

Looking forward, the Company intends to continue on this course and emphasizes that further results from the current drill program are pending in the coming months. Blackrock Gold has numerous claims in Nevada and sees the potential to consolidate and combine these claims over the long term. Of course, there is still a long way to go, but the drilling results to date and the associated market reaction already indicate that the stock is increasingly in the focus of investors.

Young companies with disproportionate opportunities

In order to bet on shares from the gold industry, investors must first and foremost know the general conditions. For producers, in addition to low costs, a well-diversified portfolio is also important in order to be able to compensate for possible production fluctuations. It is also important for producers that extracted reserves are replaced by new deposits in the ground. This is where young exploration companies come into the picture as potential takeover candidates. As companies like Newcrest Mining or Barrick Gold have done their homework and created financial flexibility, the chance of takeovers for smaller companies is growing. In these cases, investors are often offered above-average returns in a short period of time.


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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24. September 2020 | 09:15 CET

Barrick Gold, Blackrock Gold, Osino Resources: buy when weak?

  • Gold

The price of gold and silver has come under pressure in the past few days and so too has the price of the shares of the companies involved in the creation of value for precious metals. The fear of another lockdown in connection with the Corona pandemic seems to be worrying the markets. Against this backdrop the central banks and governments continue to support the economy with measures. The correction in precious metals may now be an opportunity to enter, because when the presses are running at full speed, the oldest currency in the world is usually a safe haven.

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18. September 2020 | 09:00 CET

BHP Group, Newcrest Mining, SolGold: Getting bogged down or putting all your eggs in one basket

  • Gold

When it comes to investing in commodity companies, the BHP Group is a household name. The British company is active worldwide, mining coal, iron ore, copper and other commodities and has long been considered a solid dividend earner. But recently the company has disappointed: Special effects put pressure on profits, unrest in Chile made life difficult for BHP and the Corona pandemic also left its mark: the bottom line at the end of the financial year at the end of June was a profit of no less than EUR 6.75 billion. While the mood among investors was not particularly good, BHP cut its dividend by around ten percent, thus spoiling shareholders’ sentiment even further. On a year-on-year basis, the share price fell by around 1.4%. In view of the good performance of copper following the outbreak of the pandemic, this is too little for many investors.

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15. September 2020 | 11:00 CET

B2Gold, Barrick Gold, Desert Gold: Did Warren Buffett bet on the right horse?

  • Gold

The price of gold has stabilized above the USD 1,900.00 per troy ounce mark in recent weeks. Against the background that the Corona Pandemic is not slowing down and that a second wave is becoming measurable in many places, the actions taken by governments and central banks are continuing cheerfully, thus ensuring further demand for the world's oldest currency. Those who want to protect their assets are probably best off buying shares in a gold company like Warren Buffett, and for those who can't decide, there is also a solution.

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