Close menu




January 5th, 2021 | 10:08 CET

Newmont, Triumph Gold, Yamana Gold - a new all-time high for gold as a turbo return!

  • Gold
Photo credits: pixabay.com

If one believes Commerzbank analysts, the gold price will rise to USD 2,100 by the end of the year and mark a new all-time high. In particular, the too loose monetary policy of central banks and the growing indebtedness of industrialized countries can be cited as reasons. With gold producers and gold exploration companies' shares, investors profit strongly from the precious metal price's development. We present promising investments.

time to read: 2 minutes | Author: Carsten Mainitz
ISIN: CA8968121043 , CA98462Y1007 , US6516391066

Table of contents:


    Bill Guy, Chairman, Theta Gold Mines Limited
    "[...] Both the geology and the infrastructure around the project make for a very attractive cost structure. We expect to be able to produce at 50% of the current gold price. [...]" Bill Guy, Chairman, Theta Gold Mines Limited

    Full interview

     

    Newmont - too low on forecasts

    By investing in Newmont, investors are betting on the success of the world's leading gold Company. In addition, Newmont produces copper, silver, zinc and lead. The US Group is active in North America, South America, Australia and Africa and brings USD 50 billion on the stock exchange scales.

    In December, the Company published its outlook for 2021 and subsequent years. The production forecast for this year is 6.5 million ounces of gold. Production is expected to increase to 6.5 to 7.0 million ounces of gold in the medium term (2025). However, pure production numbers say nothing about profitability. The guidance also includes reducing all-in sustaining costs (AISC) from USD 970 in the current year to USD 800 to USD 900 by 2025, with Newmont calculating an average selling price of USD 1,200 per ounce of gold. Given the current price level of the precious metal, these are very cautious forecasts.

    Newmont is a winner of rising gold prices. Investors will benefit significantly through higher share prices, and the dividend will also rise. That's because the base dividend is USD 1 annually and will increase with higher gold prices.

    Triumph Gold - huge land package with significant upside potential

    Triumph Gold is focused on the exploration of the Freegold Mountain gold-copper project. The project is located in the Yukon Territory, northwestern Canada, in a very mining-friendly jurisdiction. The sheer size of the project at approximately 200sq km is impressive.

    The Freegold Mountain project is located within the so-called Dawson Range, approximately 70 km northwest of Carmacks, along the Big Creek fault. The Big Creek fault is known as a structure associated with many of the significant local deposits. Prominent among these within the Dawson Range is Goldcorp's Coffee deposit.

    Since acquiring Freegold Mountain in 2006, Triumph Gold has identified more than 20 mineralized zones and conducted extensive exploration. At year-end the Company revised the number of funds raised in the recent capital increase slightly upward to CAD 6.75 million. This figure means Triumph Gold is fully funded for the 2021 exploration program. With a market capitalization of around CAD 30 million, the Company has quite a significant upside potential, with the vast land package ownership, the given positive newsflow, and a strengthening gold price.

    Yamana Gold - minor acquisition completed

    Yamana is a mid-tier producer of gold, copper and silver. The Canadians currently have a market capitalization of CAD 7.4 billion.

    On December 30, Yamana announced Monarch Gold Corporation's acquisition, a prospective smaller Canadian gold producer. Yamana is acquiring certain projects from Monarch for approximately CAD 200 million, or CAD 0.63 per share. Remaining projects will be spun off from Monarch via a spin-off.

    Yamana has been a success story for many years, growing on its own, and through acquisitions. Investors also back a dynamic mid-cap stock with a lot of potential.


    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.

    Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on news.financial. These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.

    The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered here. Please also note our Terms of use.


    Der Autor

    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



    Related comments:

    Commented by André Will-Laudien on September 30th, 2022 | 12:36 CEST

    Higher, faster, further: BYD, Infinity Stone, Porsche, Varta - The energy transition stock portfolio is wanted!

    • Mining
    • Gold
    • Electromobility
    • GreenTech

    The words "energy turnaround" are used a lot in public. The majority understand it to mean the use of GreenTech to generate energy while avoiding dangerous climate gases. Unfortunately, the leaks from the Nord Stream 2 pipeline, which is not in operation, are leaking the amount of gas into the atmosphere every day that the state of Denmark consumes in an entire week. This makes us painfully aware of how strongly warlike actions counteract efforts to save the climate. On the stock market, it is important to turn our gaze away from current events and toward a more peaceful future, where good ideas for sustainable change will also be rewarded. Which stocks belong in the portfolio?

    Read

    Commented by Juliane Zielonka on September 29th, 2022 | 10:57 CEST

    Barsele Minerals, K+S, BYD - Sweden as a crisis winner?

    • Mining
    • Gold
    • fertilizer
    • Electromobility

    Due to the explosions in the Baltic Sea pipelines Nord Stream 1 and 2, a switch to other energy sources is inevitable, especially for German industry. Fertilizer producer K+S, based in Kassel, is affected by this. The situation is different with Barsele Minerals. The Canadian company is exploring large gold areas in sunny Sweden and plans to mine up to 3.5 million ounces of the precious metal in the future. Electric car and battery manufacturer BYD, on the other hand, has sufficient resources in its home country of China and is preparing to make the leap into the European market. Find out here which shares are now defying the crisis.

    Read

    Commented by Stefan Feulner on September 27th, 2022 | 13:47 CEST

    Barrick Gold, Tocvan Ventures, Newmont, Glencore - Long-term positioning in gold makes sense

    • Mining
    • Gold
    • Commodities
    • Investments

    The FED's recent interest rate hikes and Chairman Jerome Powell's statement sent both equity and precious metals markets into the valley of tears. By all means, the monetary guardians want to curb rampant inflation. Whether this will succeed seems at least questionable. After all, it should not be forgotten that this would put an end to the already sputtering engine of the global economy. In addition, many already highly indebted countries are falling into ever greater problems due to higher interest payments. Thus, it is time to take a long-term, anticyclical position in the precious metals sector.

    Read