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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:


    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.

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    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



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