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Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
CEO | Clean Logistics SE
Trettaustr.32, 21107 Hamburg (DE)

info@cleanlogistics.de

+49-4171-6791300

Interview Clean Logistics: Hydrogen challenge to Daimler + Co.


Matthew Salthouse, CEO, Kainantu Resources

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

info@krl.com.sg

+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)

info@troilusgold.com

+1 (647) 276-0050

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


15. June 2021 | 09:23 CET

Palantir, Saturn Oil + Gas, RWE - Attention: 200% for your portfolio!

  • Oil
  • Gas
  • WTI
  • Hotstock
Photo credits: pixabay.com

The stock markets have run hot, and cryptocurrencies such as Bitcoin, Etherum and Co. are too volatile. In contrast, you do not feel comfortable investing in gold and silver despite fundamentally good prospects, such as the high national debt and the risk of rampant inflation. The alternative of leaving the money in the savings account is also no longer effective due to the negative interest rates. We show you an investment with which you can not only preserve your capital but multiply it.

time to read: 3 minutes by Stefan Feulner
ISIN: US69608A1088 , CA80412L1076 , DE0007037129


John Jeffrey, CEO, Saturn Oil + Gas Inc.
"[...] The Oxbow Asset now delivers a substantial free cash flow stream to internally fund our impactful drilling and workover programs. [...]" John Jeffrey, CEO, Saturn Oil + Gas Inc.

Full interview

 

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.

About the author


Lack of investment as leverage

Speculation that demand will boom as the global economy recovers from the aftermath of the coronavirus pandemic is giving crude oil a further boost. North Sea Brent crude price is up 0.6% to a two-year high of USD 73.12 per barrel. Even in the long term, we will not be able to do without oil despite the energy transition. Instead, Rosneft CEO Igor Sechin warned that "the world risks an oil shortage as climate concerns hurt fossil fuel investments."

Saturn Oil & Gas set an example for the entire petroleum industry last week. The Company confirmed the completion of its previously announced transformative acquisition of light oil assets in the Oxbow area of southeastern Saskatchewan. Most of which is located in one of North America's most economical oil areas, making it one of North America's most significant oil producers. The total cost of the acquisition was USD 93 million. It was financed through a combination of proceeds from the previously announced senior secured term loan, a brokered private placement and a concurrent non-brokered private placement. As a result, the Canadians are acquiring approximately 280,000 net acres for just 1.4x cash flow, or only about CAD 14,000 per flowing BOE. Recent competitors were putting more than CAD 30,000 per flowing BOE on the table.

Production increased tenfold

Saturn Oil & Gas previously produced only 500 to 700 barrels of oil per day. With the acquisition, this will now be expanded by a factor of 10 (!) to up to 7400 barrels per day. At the same time, Saturn Oil & Gas ensured that the repayment of the loan plus debt service is fully secured until summer 2023 by selling large parts of the oil production for the next two years. For the next three years, the Company also identified the potential to generate annual free cash flow by optimizing and re-completing more than 500 existing wells.

Revaluation not perceived

After a brief jump to CAD 0.21, the Saturn Oil & Gas share price started to retreat again and is currently trading at CAD 0.15. Due to the reported secure earnings from hedging, this is not understandable. Analysts at GBC Research highlighted the potential in a recent study. By optimizing process flows and new wells, the Company's net amount will increase to CAD 65 to 70 million per year within 12 months. Converted to today's market capitalization of CAD 83.8 million, it would raise the potential return to 78 - 84% per year. As a result, a price target of CAD 0.46 has been announced, up 200% from the current price.

Is the breakout coming?

Meme stocks are all the rage right now. One of the most popular since the hype began has been the stock of Palantir Technologies. In January, the Reddit sub-community, WallStreetBets, managed to drive the price of the data analytics specialist from USD 26 to USD 45 within a few days. Since then, the stock has weakened in the wake of disappointing annual figures and the end of the lock-up period for existing shareholders, reaching a low for the year of USD 17.06 in mid-May.

Due to solid figures for the first quarter and the announcement of several prestigious orders, Palantir pushed back towards the breakout level at around USD 24.70. The share price then fell to a low for the year of USD 17.06 in mid-May. At the end of May, it was announced that the US company is expanding its cooperation with the US Special Operations Command (USSOCOM). The contract is worth a total of USD 111 million, including an option to extend, with USD 52.5 million accruing directly when the contract is awarded. A breakout above the mark would mean upside potential initially to USD 30.

Starting signal at RWE

Sideways has been the direction of the energy group RWE for more than a year. In a corridor between EUR 31 and EUR 35, the share oscillates relatively untouched by the considerable hype around renewable energies. Now, wind could come into the chart in the truest sense of the word. RWE has launched a multi-billion wind power project off the British North Sea coast. However, it will take up to 5 years before the Sofia wind farm on Dogger Bank is completed. A total of 100 turbines, with a combined capacity of 1.4 gigawatts, will be installed around 195 km off the northeast coast of the UK. The cost of the wind farm is around EUR 3.5 billion. From a chart perspective, the share should break through the resistance zone at EUR 35. On the downside, there are interesting entry opportunities at the current level.


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.

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:

21. October 2021 | 10:11 CET | by Carsten Mainitz

Gazprom, Saturn Oil + Gas, TotalEnergies - Rising prices continue to create a party atmosphere

  • Oil

Europe is currently experiencing an energy crisis. Drivers are noticing it clearly at the gas pumps and users of gas heating systems in their bills. The reasons are manifold: the recovery of the economy after Corona, the curbing of coal-fired power generation for climate protection reasons, the growing hunger for energy of emerging economies and, last but not least, weather effects. In Germany, there is an additional reason: the phase-out of nuclear energy is currently causing a strong expansion of gas-fired power generation to secure the baseload. The beneficiaries of this development are the oil and gas producers - and thus their investors.

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06. October 2021 | 12:56 CET | by Stefan Feulner

BYD, Saturn Oil + Gas, Royal Dutch Shell - Explosion on the oil market

  • Oil

The Organization of Petroleum Exporting Countries OPEC and its alliance partners led by Russia (OPEC+) have decided to increase production only gradually, despite tight supply. Demand is recovering strongly as the Delta variant of the coronavirus subsides. The result is skyrocketing oil prices, which are the highest they have been in seven years. In contrast, oil producer shares are still far from their highs.

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28. September 2021 | 13:31 CET | by Fabian Lorenz

Nel, JinkoSolar, Saturn Oil + Gas: It looks good!

  • Oil

Shares from the solar, hydrogen and oil sectors are in demand again. And the chances are good that it will continue. The federal elections are creating a good mood for solar and hydrogen; whether it is a traffic light or Jamaica, the new government will be greener. So good news for Nel and JinkoSolar. Both have also reported positive news. But oil stocks could also be in for a hot fall. That is because little work is being done on new projects, and demand will remain high for decades to come. So oil could become scarce despite the trend toward clean energy, according to one expert. Saturn Oil & Gas should benefit from this. The Canadians just bought huge oil reserves at a bargain price.

Read