Menu

Recent Interviews

Heye Daun, President and CEO, Osino Resources Corp.

Heye Daun
President and CEO | Osino Resources Corp.
Suite 810 – 789 West Pender Street, V6C 1H2 Vancouver (CAN)

jbecker@osinoresources.com

Interview Osino Resources: "The market has not yet realized how fast we are advancing Twin Hills."


Bradley Rourke, President, CEO and Director, Scottie Resources Corp.

Bradley Rourke
President, CEO and Director | Scottie Resources Corp.
905 - 1111 West Hastings Street, V6E 2J3 Vancouver (CAN)

info@scottieresources.com

+1 250-877-9902

Interview Scottie Resources: Exciting Story in the Golden Triangle


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.'


19. April 2021 | 07:19 CET

q.beyond, Blackrock Silver, Navstone - New name, new focus, undiscovered potential?

  • Silver
Photo credits: pixabay.com

"Everything new, fresh and free is the fair May." This line of text from the song written by Hermann Adam von Kamp some 200 years ago is still a saying today, in a modified form, that stands for change or a new beginning. We have brought you three companies, all of which have recently been given new names, which stand for a shift in business focus, and some cases, even for a completely new start. Where are the undiscovered yield opportunities?

time to read: 5 minutes by Carsten Mainitz


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

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


Q.BEYOND AG - Profiteer of digitalization

In May 2020, QSC AG renamed itself q.beyond. QSC went public 21 years ago, almost to the day. The Company wanted to capture a significant share of the market for high-speed Internet access. Back then, SDSL, which today seems more like the "Stone Age" given the 5G perspective. The enormous technological change in the telecommunications and Internet industry has made many business models obsolete over time but has given rise to even more. Topics such as cloud or IoT are among the disruptive trends of digitalization.

In 2019, the Company sold its stagnating telecommunications business as part of a strategic realignment. With the associated complete repayment of financial liabilities and the available net liquidity, the Company held out the prospect of acquisitions. q.beyond has evolved into a cloud, SAP and IoT specialist. The Company stands out positively in the highly fragmented market due to two aspects. First, q.beyond covers almost the entire digital value chain through combined expertise in cloud, SAP and IoT. Secondly, it is the strategic focus that the Company places on a few industries (including retail, manufacturing, energy) and can demonstrate a great deal of expertise. Another development is also exciting - the Company was recently named top supplier by the EHI Retail Institute for the Zero-Waste Assistant installed at Fressnapf. This sustainability solution aims to reduce merchandise destruction and make predictive price adjustments. This facet represents added value for customers and significantly complements the range of services and increases marketing opportunities. Ultimately, the strategic realignment will be reflected in significantly rising margins in the medium term.

The figures for the past fiscal year do not yet reflect the success of the transformation. Analysts also expect a loss in the current fiscal year and a return to profitability only in 2022. For a long time, the dividend continuity of EUR 0.03 was considered unshakable. Now, no dividend will be distributed, for the time being, a good decision given losses. All in all, the analysts approve further upside potential for the share. The experts from Warburg are the biggest optimists with a price target of EUR 2.90.

BLACKROCK SILVER CORP - Commodity guru buys silver

Investor legend Jim Rogers recently answered in an interview the question of what he was currently investing in: "Silver." Rogers, who founded the legendary hedge fund Quantum Funds together with George in 1970, is referred to by many as a commodity guru, as he predicted a new commodity supercycle before the tech crash a good 20 years ago. But why silver in particular? Rogers cited several reasons for his favorite. Modern Monetary Theory (MMT) is based on the premise that governments no longer reduce their debts in the traditional way but through inflation. In the past, inflation and crises have always led to gold and silver rising as crisis currencies. Whether this argument will be weakened because of cryptocurrencies remains to be seen. Second, the much greater distance of the silver price from the all-time high than gold clearly speaks for silver. Third, Rogers pointed out that silver is also in demand as an industrial metal.

So if you trust Rogers' good nose and want to "leverage" the investment in silver, you should take a detailed look at the exploration company Blackrock Silver. The Company focuses on the exploration and development of projects in the "silver state" of Nevada. The most significant, historic silver discoveries in the US state included the Comstock Lode and Tonopah Silver District in western Nevada within the so-called Walker Lane Trend. Blackrock Silver's larger project, "Tonopah West," covers an extensive area west of the Tonopah Silver District. Blackrock's objective is to prove the western extension of the District and restore the Tonopah Silver District to a significant producing area. To this end, 40,000 meters are being drilled as part of the current drilling program. The goal is to be able to produce a resource estimate by the end of 2021.

In early April, the Company announced that it had entered into a land exchange agreement with Nevada Select Royalties and three other landowners. The agreement covers surface use rights of three patented mining concessions covering 14.3 hectares, which were a gap in the Tonopah West concession area and adjacent to the mining concessions where the Company is currently drilling. In exchange for the three patented concessions that allow Blackrock "surface rights" to a depth of 100 feet (30.48 meters) in the new areas, Nevada Select Royalties will receive the rights below 100 feet to approximately 5.5 hectares on the Blackrock properties. The deposit area is fully attributable to Blackrock. There is a lot of potential in the stock and the stock market value of around CAD 101 million is still modest.

NAVSTONE SE - New start as a real estate company, 45% discount to NAV!

Navigator Equity Solutions reinvents itself. The m:access listed Company has renamed itself Navstone SE, reflecting its new business focus on "real estate". The Company closed the past fiscal year with low revenues of EUR 0.2 million (previous year: EUR 5.7 million) but still a positive net result of EUR 2.6 million (previous year: EUR 4.2 million). Both figures are mainly attributable to the sale of the investment in the IT Competence Group. Further positive effects arose with the realignment of the investment in net digital AG and the associated share price development.

The balance sheet showed excellent figures at the end of the year. Equity increased by EUR 1 million to EUR 15.1 million, with a high equity ratio of around 87%. After deducting the shares held in treasury, the net asset value (NAV) is around EUR 3.30 per share. This valuation ratio, which is important for investment companies and real estate companies, shows a significant discount of 45% between the net asset value and the stock market price. Liquidity increased significantly to EUR 13.4 million as of the reporting date (previous year: EUR 9.3 million).

Navstone is now focusing on the acquisition of high-quality residential portfolios for rental in European growth regions. The current focus is on the greater Dublin area. The Company is also involved in real estate development projects throughout Europe, either as a financing partner or (co-)developer. Given the solid balance sheet and the high cash position, the Company is significantly undervalued at around EUR 12 million and a NAV discount of 45%.


Author

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



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:

14. May 2021 | 06:30 CET | by Nico Popp

First Majestic Silver, Silver Viper, JinkoSolar: Investors have several irons in the fire

  • Silver

Silver is a sought-after metal: Gold's little brother is considered the perfect crisis metal. If you want to protect yourself against the uncertainties of the financial system, you are better off with silver coins than with gold coins. After all, the former has a lower value and is better suited as a substitute currency. But fortunately, the markets are currently still far from doomsday sentiment. Nevertheless, rising inflation and the growing importance of silver as an industrial metal for regenerative energy are arguments in favor of the precious metal. Reason enough to take a closer look at three companies that are more or less involved with silver.

Read

11. May 2021 | 11:05 CET | by Stefan Feulner

First Majestic Silver, Blackrock Silver, Xiaomi - The resurrection!

  • Silver

The precious metals gold and silver are celebrating a comeback since their correction low in March. The fear of impending inflation is now slowly entering the consciousness of every investor. But silver serves not only as a safe haven or capital protection. In times of the energy transition, gold's little brother is becoming increasingly important. For solar panels, sensors of wind turbines, in the entire e-mobility and the development of the 5G network, the white metal is indispensable. Take advantage of the still favorable opportunities and benefit from this development in the long term.

Read

03. May 2021 | 10:32 CET | by Armin Schulz

Amazon, Blackrock Silver, BYD - Growth, growth, growth!

  • Silver

Despite the pandemic, there is growth everywhere - but why? Looking for the answer to this question, one comes more and more often to the answer that there are hardly any alternatives. Cryptocurrencies are more for the younger generation. Then there are still precious metals, where prices are only slowly picking up, and there are bonds.
However, bonds have become entirely unattractive in the course of the money glut, so the only option left, especially for institutional investors, is to reach for shares. The billions from the bond market thus flow into the stock markets and ensure new highs despite the pandemic.
So you should invest your money in high-growth stocks. Based on this premise, we have taken a look at three promising candidates.

Read