Menu

Recent Interviews

Jerre Foo, Corporate Development Executive, Silkroad Nickel

Jerre Foo
Corporate Development Executive | Silkroad Nickel
50 Armenian Street #03-04, 179938 Singapore (SGP)

enquiries@silkroadnickel.com

+65 6327 8971

Silkroad Nickel: 'The course is set for dynamic profit growth.'


Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG

Dr. Thomas Gutschlag
CEO | Deutsche Rohstoff AG
Q7, 24, 68161 Mannheim (D)

info@rohstoff.de

+49 621 490 817 0

Interview Deutsche Rohstoff AG: "We can imagine additional investments in the field of electromobility."


Steve Cope, President, CEO and Director, Silver Viper

Steve Cope
President, CEO and Director | Silver Viper
1055 W Hastings St Suite 1130, V6E 2E9 Vancouver (CAN)

info@silverviperminerals.com

+1-604-687-8566

Interview with Silver Viper: Future price drivers and takeover fantasy


07. October 2020 | 11:45 CET

Nornickel, Newcrest Mining, Triumph Gold: Which stock benefits from rising gold prices?

  • Gold
Photo credits: pixabay.com

While the price of gold is slowly but surely picking up speed again, many investors are asking themselves with which share they will best profit, from rising precious metal prices. Many investors initially think of stocks such as Rio Tinto or BHP Billiton - but these companies are virtually not involved in the mining of precious metals. To profit from rising prices, investors must take a closer look. At first glance, Nornickel's stock seems to promise more of an investment in a producer of industrial metals. Still, the company also has many precious metals on offer - platinum and palladium account for more than 40% of the commodities produced. More critical are nickel and copper with a share of almost 50%. Gold and silver are only by-products.

time to read: 2 minutes by Nico Popp


Steve Cope, President, CEO and Director, Silver Viper
"[...] In our experience, the local communities are supportive and friendly. [...]" Steve Cope, President, CEO and Director, Silver Viper

Full interview

 

Author

Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

About the author


Nornickel: Environmental disaster impacts

Even before the crisis, analysts assessed Nornickel as being solidly positioned. However, the stock has mostly escaped the commodity boom since the outbreak of the pandemic: On a one-year horizon, investing in Nornickel has yielded zero return. Among other things, an environmental scandal in Siberia has burdened the share. A tank of Nornickel spilt 21,000 tons of diesel and threatened a nature reserve. Observers even compared the incident with the 1989 accident of the oil tanker Exxon Valdez, and even Russian President Putin intervened and publicly criticized regional authorities and company management.

Despite the wide range of strategic industrial and precious metals on offer, Nornickel's stock does not currently appear to be the right choice for investors who want to profit from the precious metal boom. Although platinum and palladium are also climbing, the metals appear to be too dependent on demand from the starving automotive industry.

Newcrest Mining: Good fundamentals, scarce stock

The situation at the Australian mining company, Newcrest Mining, is more straightforward. The company produces around 85% gold. Copper plays only a minor role. Thus the share qualifies itself from the outset as a suitable precious metal investment. Even before the pandemic, Newcrest was committed to the expansion and pursued the goal of acquiring promising projects. Newcrest also attaches great importance to the exploration of new deposits. In the first half of the year, for example, Newcrest succeeded in identifying new deposits at the Red Cris Mine in Canada.

However, this good news has not been rewarded by the stock market: On a one-year horizon, the stock lost 12.8% - Newcrest Mining's shareholders did not benefit from the recent precious metal boom. Only short-term investors with the right hand could make a quick profit between March and August. Given the company's solid fundamentals and, in particular, its low costs, the stock seems to be well prepared for further losses.

Triumph Gold: Interesting shareholders

On a one-year horizon, even Triumph Gold's stock failed to convince all investors and posted a loss of around 12%. The company is exploring for gold and copper in a 200 km² area in the so-called Dawson Range, in the Canadian district of Yukon. The company recently completed the search for mineralization near the surface and is set to release more detailed results in the coming weeks.

Jesse Halle, Triumph's exploration manager, is already confident that the results will reveal the new potential for the project. These results are to be explored in more detail from 2021.

Thanks to successful financing round, this exploration program is already secured - shareholders do not need to fear any further capital measures. In the past, big names have participated in financing rounds: Currently, Newmont Mining and other professional investors are among the shareholders, in addition to the Zijn Mining Fund. The company has a current market value of only EUR 23 million.

Smallcaps with more imagination

While stocks such as Nornickel or Newcrest Mining score with mature business models and a high degree of transparency, stocks such as Triumph Gold offer investors a high degree of imagination. This is due to the early stage of exploration activity - virtually every report from the company can trigger significant market reactions. This can make even small investments promising in the long term. For many larger companies, however, small improvements and achievements are often less critical.


Author

Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

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.


Related comments:

19. April 2021 | 08:35 CET | by Stefan Feulner

NIO, NewPeak Metals, Barrick Gold - The calm before the storm!

  • Gold

The stock indices are still in a celebratory mood. Both the DAX and the Dow Jones benchmark index again reached historic highs last week. In addition to all the euphoria, there was the successful debut of the crypto exchange Coinbase, which also helped Bitcoin, Etherum & Co to achieve new all-time highs. Meanwhile, the first signs of life came from the precious metals for the first time in months. Gold was able to stop its losing trend since the beginning of the year and should become interesting again due to the fundamental data. One can profit from the favorable entry opportunities!

Read

19. April 2021 | 08:10 CET | by Mario Hose

Plug Power, Desert Gold, Bayer - Shares with opportunities despite all-time highs?

  • Gold

Almost all indices are near their all-time highs. No wonder, given the expansive monetary policy and the associated inflation expectations. Commodity prices, in particular, are seeing a sharp rise. Thursday, gold was able to break the resistance area at USD 1,750. Despite this positive environment, however, some stocks are far from their all-time high. We will take a closer look at these today.

Read

15. April 2021 | 07:24 CET | by André Will-Laudien

Coinbase, Plug Power, NSJ Gold Corp. - Bitcoin, inflation, gold - triple whammy!

  • Gold

The crypto craze has erupted. Nothing is currently causing as much of a stir as cryptocurrencies, their trading platforms and all the service companies surrounding them. Never before have there been such price surges in associated assets in such a short period. There is widespread talk of the crypto world as a means to combat inflation and provide a new payment system. Let's be honest: a currency that fluctuates by more than 500% every six months is hardly suitable for mapping the payment flows of millions of transactions in the goods sector. A Bitcoin that cost EUR 10,000 in the summer of 2020 has reached prices of over EUR 50,000 today. How should one deal with this alleged "currency" - Impossible, as Bitcoin itself is probably inflationary!

Read