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Humphrey Hale, CEO, Managing Geologist, Carnavale Resources Ltd.

Humphrey Hale
CEO, Managing Geologist | Carnavale Resources Ltd.
Level 2, Suite 9 389 Oxford Street, WA 6016 Mount Hawthorn (AUS)

info@carnavaleresources.com

Interview Carnavale Resources: Good cards for long-term success


Bill Guy, Chairman, Theta Gold Mines Limited

Bill Guy
Chairman | Theta Gold Mines Limited
Level 35 (ServCorp), Intl Tower One 100 Barangaroo Ave, 2000 NSW Australia (AUS)

info@thetagoldmines.com

+61 2 8046 7584

Interview Theta Gold Mines: This team has already brought 20 mines into production


David Mason, Managing Director, CEO, NewPeak Metals Ltd.

David Mason
Managing Director, CEO | NewPeak Metals Ltd.
Level 27, 111 Eagle Street, QLD 4000 Brisbane (AU)

info@newpeak.com.au

+61 7 3303 0650

Interview New Peak Metals: Many chances for great success


07. May 2021 | 11:25 CET

Shell, BP, Saturn Oil + Gas, NEL: Black Gold Pearls

  • Oil
Photo credits: pixabay.com

One of the last commodities still in top shape is oil. On Tuesday, oil giant Saudi Aramco presented its figures for the recently ended quarter. Net income for the world's largest oil producer climbed 30% year-on-year in the first quarter of 2021, from USD 16.7 billion to USD 21.7 billion, thanks to rising oil prices. In terms of revenue, the oil giant reported a 20.6% increase to USD 72.6 billion. We rarely hear numbers like that, but optimism is spreading again among oil producers.

time to read: 3 minutes by André Will-Laudien


Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG
"[...] China's dominance is one of the reasons why we are so heavily involved in the tungsten market. Here, around 85% of production is in Chinese hands. [...]" Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG

Full interview

 

Author

André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

About the author


Shell - Together with Bosch and VW in the green

Now that is a development in the world of fuels: Bosch, Shell and VW have developed a renewable gasoline. Blue Gasoline is the name of this futuristic fuel, which contains up to 33% renewable components. It is said to save at least 20% carbon dioxide per kilometer, so decarbonization has been sufficiently considered. Here is a calculation: If you consider 1,000 VW Golf 1.5 TSIs with an annual mileage of 10,000 kilometers, you could save a total of more than 230 tons of CO2. The new fuel is expected to be available at German service stations as early as later this year.

The downside is that the price is still too high. Compared with the familiar E10 or Super 95, drivers will have to pay a lot more per liter for the CO2 savings because the price of the clean fuel will be in the premium region of Shell V-Power and the like - currently around 25 cents more than Super E10.

According to Bosch, renewable, CO2-reduced fuels are not a substitute for electromobility but a supplement. Whether the price will not hinder consumers' good intentions remains to be seen. So far, green models have worked almost exclusively through government subsidies. The Shell share has made itself comfortable between EUR 16 and EUR 18, and with a dividend yield of 3.8%, it is a sit-out value. The low at below EUR 10 now really seems to be history.

BP - Good figures and a share buyback

Oil multinational BP tripled its quarterly profit due to exceptional gas marketing, significantly higher oil prices and refining margins. Adjusted profit at replacement cost for the first quarter was USD 2.6 billion, up sharply from USD 0.8 billion for the same period in 2020. The operational highlight of the quarter was the start of production from two new gas projects - Raven in Egypt and the Satellite Cluster in India.

Moreover, the excellent cash flow was a surprise, reaching a total of USD 6.1 billion, while divestments and other proceeds amounted to USD 4.8 billion in the quarter. Included in this was USD 2.4 billion from the sale of a 20% stake in Oman's Block 61 and the receipt of the final tranche of USD 1.0 billion for the sale of the petrochemicals business to Ineos.

At least 60% of the excess cash flow is to be returned to shareholders through share buybacks, subject to some deleveraging to maintain a solid investment-grade rating. At EUR 3.68, BP is not far from a chart breakout with a target of around EUR 4.25.

Saturn Oil & Gas - Small and flexibel

Small players stand out positively: Saturn Oil & Gas from Saskatchewan (Canada) is in good shape. The current environment favors smaller flexible suppliers that can adapt to the changing circumstances surrounding the pandemic. The company ist far away from the big political issues surrounding black gold.

The WTI oil price has stabilized above the USD 60 mark, bringing a lot of calm to operating business. On-site pumps need their regular maintenance visits. Otherwise, contract logistics providers handle offloading, meaning oilfield management can be run with minimal input, even if pandemic-related constraints return. First quarter figures are still pending. Saturn Oil & Gas produces the converted barrel, including the gas, at around USD 12, which leaves quite a bit in the till at the current spot price of approximately USD 64.

The location in the raw material country par excellence, the low production costs, the lean corporate structure and the expansion potential in the near future. These are best strategic factors for a forward development, which the current share price of CAD 0.12 and a stock market value of just under EUR 21 million by no means reflect.

Nel ASA - Latent danger

Things are not going so well at Nel ASA at the moment. We had already noted the poor technical condition of the share in the last publications. Now the breakthrough occurred. The figures presented on Tuesday for the first quarter should pull the price out of its lethargy - after all, the share previously oscillated for weeks between EU R2.40 and 2.60 - but this shot neatly backfired.

Although the Norwegians increased sales by almost 24% year-on-year to NOK 157 million (equivalent to around EUR 15.5 million), the loss per share went up significantly. It was not expected that way. Since analysts' expectations were clearly missed, the share price has been falling sharply since then. After a 15% discount before the figures, the share price fell another 15% after the announcement. A 30% discount this week - that is hard stuff.

So far, there is no sign of a countermovement. Nel ASA is thus trading at the same level as it was last in the fall of 2020. Investors should pay special attention to the coming trading days. The next support line is at around EUR 1.50. The correction from above now accounts for exactly 50%.


Author

André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

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.


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17. June 2021 | 12:54 CET | by André Will-Laudien

Nel ASA, Plug Power, Deutsche Rohstoff AG: Oil explosion or hydrogen hype?

  • Oil

Brent prices are going through the roof! The stock markets have to digest their COVID trauma, and China is hoarding oil and other commodities to satisfy the upcoming boom. Many consumers worldwide are waiting for the delivery of their long-ordered products. Problem: Shortages of raw materials and chips are causing massive delivery delays around the globe. Then there were events like the blockade of the Suez Canal or the restrictive stance of OPEC. One would like to keep prices high; at least the Federal Reserve recently sounded the alarm: 5% inflation in a monthly rate! Warning shot or starting trend?

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15. June 2021 | 09:23 CET | by Stefan Feulner

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

  • Oil
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  • WTI
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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.

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10. June 2021 | 10:25 CET | by Nico Popp

BYD, Varta, Deutsche Rohstoff: These are the stocks of the future

  • Oil

New technologies are turning the markets upside down. Electromobility is fundamentally changing the automotive industry. Whereas in the past, it was engine technology that mattered, today, it is the batteries that determine which cars are considered modern and which are not. The trend toward renewable energy sources is also changing as wind turbines and solar cells require many different raw materials and drive demand. We highlight three companies along the supply chain.

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