May 12th, 2021 | 11:29 CEST
Nordex, Desert Gold, Palantir - The comeback of the year
While technology stocks are currently still in correction mode, gold is about to make its big comeback. Even the US Treasury Secretary Janet Yellen could not stop the precious metal with the announcement of a possible interest rate hike. The fear of a significant increase in inflation is currently too intense. The extreme jumps on the commodity markets strengthen the concerns of investors. There is still an opportunity to invest in fundamentally favorably valued mining stocks in addition to gold. Please do not wait until it is too late.
time to read: 3 minutes
|
Author:
Stefan Feulner
ISIN:
DE000A0D6554 , CA25039N4084 , US69608A1088
Table of contents:
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.
Tag cloud
Shares cloud
Desert Gold Ventures - The 100%-chance
After correcting from last year's high of USD 2,075 to its interim low of USD 1,678 by early March, gold successfully retested that low in late April. Since the formation of a double bottom, the precious yellow metal went steeply uphill. Not necessarily to be expected, it was even possible to break through the broad resistance zone at USD 1,820 on the first move. The next resistance to the upside would be the vertical resistance zone at USD 1,860 until the uptrend formed since August 2020 could be taken out.
In addition to the national debt, as already mentioned above, the escalating price increases speak for an investment in gold. However, not only the precious yellow metal itself benefits from the inflation concerns, but also the corresponding gold mining stocks. In addition to the big players such as Barrick Gold or Newmont, which delivered excellent quarterly figures, mining stocks from the second tier also offer enormous opportunities.
The highest price of the gold mining explorer Desert Gold Ventures, for example, was exactly 100% higher than the current price. However, this does not in the least reflect the performance of the Canadians. Desert Gold's focus is on Mali, the number four producer of gold in Africa. Here, projects of industry giants such as B2Gold, Barrick and the Sadiola and Yatela mines of the consortium of AngloGold Ashanti, Iamgold and the government of Mali, among others, are located in the near vicinity. The Canadians' portfolio focuses on two gold exploration permits with large land areas: the SMSZ project and the Djimbala project in western Mali.
Recently announced results at the SMSZ project showed that Desert Gold is looking for the yellow metal in the right place. There are 5 large mines near the project, both north and south. According to the Company, the 410 sq km property is the most extensive contiguous non-producing land package in this region of the country. Exploration drilling is proceeding according to plan. Currently, a good quarter of the planned 20,000 meters of drilling has been completed. Based on the current results, 10 additional target areas have also been identified. That promises a consistent, year-round news flow. Desert Gold is one of the most interesting second-tier mining stocks, and interested investors should buy it at the current level as a portfolio addition.
Palantir - Long-term success story
Even the CEO Alex Karp speaks of his Company Palantir as a long-term investment. A long breath and strong nerves are required for the US data analysis company in any case. While the share price was still at USD 45 in mid-February, yesterday, after the publication of the quarterly figures, a share cost only USD 17.06. However, in the course of trading, the price turned significantly positive and climbed during trading to just under USD 20. The reason for the positive run is the continued positive outlook concerning the solid growth of the Company.
For the second quarter, the Company expects revenues of USD 360 million, while analysts expected only USD 344 million. Palantir aims to grow at 30% annually through 2025. Excluding special items, the US Company generated earnings of 4 cents per share, which was in line with analysts' expectations.
In addition to the publication of the quarterly figures, the data-mining Company announced that Bitcoin will be accepted as a means of payment by customers in the future and is considering making investments in cryptocurrencies itself. In the long term, the share is more than interesting due to the high economies of scale but very volatile.
Nordex - Weak figures, ambitious outlook
Due to postponements caused by the Corona pandemic and the winding down of low-margin business, management predicted a weak first quarter weeks ago. As a result, the net loss of EUR 55 million was significantly higher than in the same period of the previous year. Operating earnings before interest, taxes, depreciation and amortization fell by around one-fifth year-on-year to EUR 10.4 million, with the corresponding margin dropping to 0.8% from 1.4%.
Despite the weak opening quarter, the annual forecast was confirmed. Sales are expected to climb further to EUR 4.7 to 5.2 billion in 2021. The EBITDA margin is expected to range between 4.0 and 5.5%. For 2022, the Company forecasts sales of around EUR 5 billion with an EBITDA margin of 8%.
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.
