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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".


22. February 2021 | 07:20 CET

Newmont Mining, Osino Resources, Palantir - It is time!

  • Gold
Photo credits: pixabay.com

Are we currently already in a stock market bubble? Many signs are pointing to it. New highs in the stock markets, party mood in Bitcoin, Etherum and Co, and enthusiastic small investors are the first warning signs. Of course, the feature article in a German daily tabloid is still missing. However, with further euphoria, this should not be far off. We reveal ways to protect yourself.

time to read: 3 minutes by Stefan Feulner
ISIN: US6516391066 , CA68828L1004 , US69608A1088


Heye Daun, President and CEO, Osino Resources Corp.
"[...] The processes in Namibia are predictable and the country itself is very safe. [...]" Heye Daun, President and CEO, Osino Resources Corp.

Full interview

 

Author

Stefan Feulner

The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.

About the author


Undisputed top dog

In contrast, gold has corrected to currently USD 1,780.00 from its peak last August of USD 2,069.70. From a chart perspective, there is still room to move to the target range between USD 1,680.00 and USD 1,720.00. Investors should at least look to get in position to build up initial positions in the gold sector. If considering an investment in gold mines, one cannot avoid the industry leader Newmont Mining. Last week, the world's largest gold producer underlined their leadership once again with outstanding figures. In the fourth quarter alone, net income more than doubled to USD 856.00 million compared to the same period last year. Earnings per share thus rose from USD 0.50 to currently USD 1.06.

In the full year 2020, which suffered from the Corona Crisis, the Company achieved an absolute record result despite reduced production of 6%. Here, net income totaled USD 2.14 billion, or USD 2.66 per share. In 2019, Newmont had earned USD 970.00 million, or USD 1.32 per share. The Company naturally benefited from the rising price of gold, which topped USD 2,000 last summer.

Significant dividend boost

Due to the excellent quarterly figures, investors could rejoice because of the rising share price and increased quarterly dividend. The board announced that the quarterly dividend for the fourth quarter of 2020 would be increased by 38% to USD 0.55. This dividend is the highest of any player in the industry. With USD 5.5 billion in cash and USD 8.5 billion in free money, the Denver, Colorado-based Company should be looking at more acquisitions in the coming years. Currently, the gold giant has a total market value of USD 45.35 billion. The share has corrected since the high in August of USD 72.22, to now USD 52.22. If one assumes another gold price correction to around USD 1,700, the USD 52.50 area offers attractive long-term entry opportunities.

Enormous development opportunities

Still significantly smaller, but no less impressive is the share of Osino Resources. The Canadian junior explorer focuses on the acquisition and development of gold projects in Namibia. With more than 17 exclusive drilling licenses, Osino Resources has enormous potential. They are all located in Namibia's prospective Damara Belt's central zone, mainly near and along strike from the producing Navachab and Otjikoto gold mines. The Canadians' flagship project is Twin Hills Central. It lies southwest of the high-grade Otjikoto mine and has been defined to date as 1.3km in length. The gold grade per tonne at the Otjikoto mine is still double that of Osino Resources' Twin Hills project. However, Osino Resources' advantage is that the current gold discoveries are already suspected over an area twice as large.

On the right path

Boron results published at the end of January show that relative successes to the mine located in the neighborhood are likely. For example, individual drill intercepts over 50m and 81m achieved above-average results of 1.75 g/t and 1.74 g/t gold, respectively. Analysts at Echelon Capital Markets already rated Osino as a "top pick" for the fourth quarter of 2020. The price target was set between CAD 2.30 and CAD 2.45. The current price is CAD 1.11. Chart-wise, the support line has been torn due to the recent market correction. Good support zones are offered between CAD 0.90 and CAD 1.00. In the long term, there are excellent growth opportunities for this stock. In addition, one cannot rule out a takeover by a larger market player.

Buy the dip

The exciting story around the data analysis Company Palantir Technologies continues. After the Company came up with outstanding sales figures last week, but an unexpected quarterly loss, the share price fell sharply. The reason, apart from the missing numbers in the black for the fourth quarter, was the Lock up end for the old shareholders on Friday past. Thus, the share price reached at least its current low on Thursday, only to close trading on Friday with a gain of more than 16% at the current price of USD 29.00.

Many market participants, including institutional players, took advantage and used the Dip to enter partially in larger numbers. The investment Company ARK Invest, led by the well-known investor Cathie Woods, expanded its exposure on Thursday by 5.3 million Palantir shares. In addition to investors, there are also increasing positive voices from analyst firms. Goldman Sachs upgraded the share from "neutral" to "buy" after the figures and raised the price target to USD 34.00. From Monday onwards, after all the turbulence, the day-to-day business should return to the foreground. The management set the target of achieving no less than USD 4.0 billion in annual sales by 2025. Should this be achieved, the share prices of the past few weeks were indeed a gift.


Author

Stefan Feulner

The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.

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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  • Gold

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