Menu

Recent Interviews

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".


John Jeffrey, CEO, Saturn Oil + Gas Inc.

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

info@saturnoil.com

+1-587-392-7900

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


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
ISIN: GB00B03MLX29 , GB0007980591 , CA80412L1076 , NO0010081235


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.


Related comments:

22. September 2021 | 10:28 CET | by Nico Popp

BP, Saturn Oil + Gas, Gazprom: Where growth meets low valuations

  • Oil

The climate turnaround is coming, but it will not happen overnight. One raw material that will be needed for a long time to come is oil. OPEC recently increased its demand forecast for 2022 by 4.2 million barrels - every day. The oil companies, which are currently valued low on the stock market, will therefore continue to earn good money for a long time to come. But here, too, the companies with the edge are those that are flexible and have a sustainable focus. We present three stocks.

Read

16. September 2021 | 13:17 CET | by Stefan Feulner

FuelCell Energy, Saturn Oil + Gas, Gazprom - The Renaissance of fossil fuels

  • Oil

There is no question that Germany has already achieved a great deal in terms of climate protection. In 2020, about 45% of its electricity came from renewable sources. However, the goal of becoming greenhouse gas neutral by 2045 is still a long way off. For this plan to become a reality, wind power still needs to be expanded significantly. The first half of the current year shows that it will not be possible to do without fossil fuels in the coming years. According to calculations by the Federal Statistical Office, over 56% of the total 258.9 billion kWh of electricity generated in Germany came from conventional sources such as coal, natural gas and nuclear energy.

Read

13. September 2021 | 11:47 CET | by Armin Schulz

Bayer, Saturn Oil + Gas, TUI - Which share will be the first to take off?

  • Oil

We have often heard that the profit is in the purchase; however, it is difficult to predict the low of a share and then enter at that low. Often it is better to wait for a reversal using charting techniques, which increases the probability of finding a profitable trade. Those who buy falling knives have certainly suffered losses more often. But there are always stocks that are not "in" with investors, so it takes longer to get the share price going. Especially companies that have had problems in the past must first regain the trust of their shareholders. Today we analyze the prospects of three companies that have had problems in the past and want to take off.

Read