Recent Interviews

Matthew Salthouse, CEO, Kainantu Resources

Matthew Salthouse
CEO | Kainantu Resources
3 Phillip Street #19-01 Royal Group Building, 048693 Singapore (SGP)

+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)

+1 (647) 276-0050

Interview Troilus Gold: "We are convinced that Troilus is more than just a mine".

John Jeffrey, CEO, Saturn Oil + Gas Inc.

John Jeffrey
CEO | Saturn Oil + Gas Inc.
Suite 1000 - 207 9 Ave SW, T2P 1K3 Calgary (CAN)


Saturn Oil + Gas CEO John Jeffrey: "Acquisition has increased production by 2,000%"

06. September 2021 | 12:17 CET

Paion, Diamcor, DeFi Technologies - This is where the music plays

  • Diamonds
Photo credits:

After the Fed announcements, the DAX and Dow moved sideways, despite a rise at the beginning of last week. Many stocks in these indices are now also considered fundamentally expensive if one follows the standard work of fundamental analysis by the Graham and Dodd Model, which roughly speaking sees a fair value for stocks with a price-earnings ratio of a maximum of 15. If you want to bring performance into your portfolio, you need stocks that are not in the direct focus of analysts. If there is an interesting story behind it, you can get a booster in your portfolio at an early stage. Today, we highlight three shares with interesting news and stories.

time to read: 4 minutes by Armin Schulz
ISIN: PAION O.N | DE000A0B65S3 , Diamcor Mining Inc. | CA2525312070 , DeFi Technologies Inc. | CA24464X1069



Armin Schulz

Born in Mönchengladbach, he studied business administration in the Netherlands. In the course of his studies he came into contact with the stock exchange for the first time. He has more than 25 years of experience in stock market business.

About the author

Paion - Sales jump strongly

Paion is a specialty pharma company that focuses on anesthesia and intensive care. More and more drugs are now receiving approval in other countries. Currently, there are three important preparations: GIAPREZA, XERAVA and Remimazolam. For the latter, the sales partner Hana Pharm received marketing authorization for South Korea on August 31. Originally, only the 50mg version was approved there, but now the 20mg version is also approved.

The product XERAVA has been offered in direct sales in the Netherlands since September 1. On September 2, it was announced that Clinigen Group PLC has exclusive rights to distribute Paion AG's products in the UK. The figures for the first half-year were mixed. On the one hand, sales increased by EUR 3.52 million to EUR 3.62 million compared to the previous year, on the other hand, a minus of EUR 10.44 million was reported.

For a research-based pharmaceutical company, losses are the rule at the beginning. With three marketable products now, the tide is slowly turning and sales are already increasing significantly. The analysts at Frankfurt Main Research expect losses in the next two years, but the break-even point should be reached from the end of 2023, at the latest in 2024. Therefore, the price target was raised to EUR 4.

Diamcor - Expands production of diamonds

What woman would not be delighted with a diamond ring from Tiffanys? The chances of the diamond coming from Diamcor have increased significantly since Tiffanys made a strategic investment of USD 10 million in Diamcor. Tiffanys has thus secured a right of first refusal on the rough diamonds. Diamcor focuses on identifying, acquiring and operating diamond projects that the Company can quickly bring into production to generate cash flow.

The experienced management team acquired the Krone-Endora project in South Africa from De Beers, the world's largest diamond producer and trader. The area is close to one of the largest diamond mines in the world, Venetia, which produces 50% of all diamonds in South Africa. A majority of these diamonds are of gem quality. Many diamond experts believe that existing mines cannot meet the growing demand for natural diamonds. Rising prices would be the logical consequence.

Resources are reported at 1.38 million carats under the NI 43-101 standard. In the current quarter, the Company collected over USD 1.02 million with three diamond tenders. These showed that the quality of the stones is good, which is reflected in strong dollar-per-carat values. The Company is currently entering the final phase to increase the volume of processing. Once this phase is complete, production is expected to increase by 100%.

The share price has already jumped, rising from 0.08 Canadian dollars (CAD) to CAD 0.35 this year, but then consolidating to CAD 0.25. Currently, the share is at CAD 0.30 and thus has a market capitalization of CAD 22 million. If the tenders continue and the production can be increased, the Company could sell diamonds worth USD 3 million per quarter. At these values, the current company valuation is favorable.

DeFi Technologies - News all the time

The crypto market is a hot potato. Bitcoin and Co. entice with huge profits, but also significant setbacks. The technology behind it does not interest most people because that is more for techies. DeFi Technologies wants to decentralize the financial world, which is done using applications built on a blockchain. The idea is that this will make it possible to conduct transactions between people online without intermediaries or central authorities. When DeFi Technologies went public via a shell deal in January, a price firework catapulted the stock to CAD 3.25. After that, bitcoin crashed, and so did the DeFi share. On July 20, it was trading at CAD 0.48.

With the announcement of Russell Starr as Executive Chairman, everything changed. Suddenly there was news again. On August 9, the letter of intent to acquire DeFi Yield Technologies was announced. The same was true for Protos Asset Management GmbH on August 12. The wholly-owned subsidiary Valour managed USD 107 million in exchange-traded notes in the second quarter, as announced on August 16. Just three days later, the figure had risen to USD 140 million. On August 24, the Company joined the DeFi Alliance, where Coinbase is also active. Finally, on August 31, it was announced that the Company could generate 300,000 Shyft tokens from its Shyft Network node. The Shyft token is currently trading at USD 1.05.

The shares marched up to CAD 2.45 on the back of the rising crypto market and ongoing newsflow. Currently, the stock has risen too much, and one should urgently wait for a consolidation. It remains to be seen how sustainable the business model is and whether the price of the Shyft token will remain stable. If the price of the token jumps, rising share prices would be expected.

All three companies have an exciting story. Paion's sales are picking up strongly, and the Company now has three products on the market that need to be marketed globally. Diamcor has an excellent manufacturing base and a reputable partner in Tiffanys on its side. At DeFi Technologies, much depends on the crypto market; the share price currently resembles a roller coaster ride. One should act very cautiously here.


Armin Schulz

Born in Mönchengladbach, he studied business administration in the Netherlands. In the course of his studies he came into contact with the stock exchange for the first time. He has more than 25 years of experience in stock market business.

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:

17. September 2021 | 12:16 CET | by Stefan Feulner

LVMH, Diamcor, BYD - Consumption without limit

  • Diamonds

The gap between rich and poor is widening in Germany. The Corona pandemic has further exacerbated the situation. More than 13 million people, around 16% of the population, were below the poverty line and had to live on EUR 781 or less. In contrast, the number of millionaires in the Federal Republic continued to rise from 1.47 million to the current figure of 1.54 million. Due to the sudden rise of the nouveau riche, consumption and the purchase of luxury goods are also rising. After all, expensive cars, watches and diamonds are essential for prestige, to be able to show one's "wealth".


31. August 2021 | 10:37 CET | by Fabian Lorenz

Sales explosion? Novavax and Diamcor on the trail of BioNTech

  • Diamonds

When companies suddenly report strong jumps in sales, investors should take a closer look. On the one hand, there may be considerable opportunities for share price gains. On the other hand, it must also be checked whether the development is sustainable or whether it is a one-off or seasonal event. BioNTech has impressively shown that the Company and the share can profit from a sudden increase in sales. Who is next? Investors should take a closer look at the vaccine developer Novavax and the diamond producer Diamcor - it could be worthwhile.


27. August 2021 | 13:36 CET | by Nico Popp

LVMH, Diamcor Mining, Daimler: Enduring stocks from the luxury segment

  • Diamonds

Fancy watches, sparkling necklaces or a classy bag - in dreary times, people with money like to enjoy luxury items. Even though the Corona Crisis initially hurt the industry - after all, luxury goods are typically purchased while traveling - the sector is once again on the upswing. Asian customers, in particular, are keen to treat themselves. China's emerging middle class is so large that even large luxury companies are ringing the cash register. We take a look at three shares from the sector.