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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


01. June 2021 | 11:44 CET

Royal Dutch Shell, BP, Gazprom, Saturn Oil + Gas - The oil rally is starting now!

  • Oil
Photo credits: pixabay.com

Now it is getting really exciting on the oil market. Brent is scratching at the USD 70 mark and WTI is preparing to leave the USD 67 mark behind. At the moment, oil prices are moving at the upper end of their annual range. In addition to a general shortage of raw materials, there is now some inflationary pressure, and to add, many market participants expect a travel boom in the summer. All of this requires energy, and most of it is still made up of fossil components. For some time now, oil prices have benefited from the prospect of a gradual increase in demand. The decisive factor is the economic recovery, especially in the USA, China and large parts of Europe. In this environment, the oil ministers of the OPEC+ Group intend to discuss their production policy on Tuesday.

time to read: 4 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


Saturn Oil - A quantum leap in corporate strategy

Now it is known, and it sounds wonderful. Saturn Oil & Gas is becoming a completely different company because the current acquisition is a real quantum leap. For a total of CAD 93 million, they are acquiring all 450 assets of the Oxbow area in southeastern Saskatchewan, most of which are located in one of the most attractive oil areas in North America.

Financing for the deal is currently in full swing and will be finalized in the next few days. It consists primarily of a CAD 82 million senior secured term loan, a best-effort private placement for aggregate proceeds of CAD 12 million with an additional greenshoe of 15% led by Echelon Wealth Partners Inc. and a concurrent private placement for aggregate proceeds of CAD 18.4 million - a total equity injection of CAD 32.2 million is expected. The first tranche of the CAD 7.75 million equity financing has now closed.

A portion of the proceeds from the first tranche closing will be used to fund a down payment with the vendor. The Company expects to close the balance of the announced financing components by June 4, 2021. In our view, the deal is well negotiated and in the clear - the jump in the share price speaks volumes.

Saturn expects the Oxbow properties to generate an operating profit of CAD 65 million to CAD 70 million over the next 12 months. That would make the cost of capital easy to bear and also leave a lush net surplus. Forward sales were also stepped up again at the current level, ensuring the currently strong margin at the low production price of CAD 12 per barrel.

The stock market reacted to the news with a price jump of almost 100% from previously CAD 0.12 to now CAD 0.23. In our opinion, however, this should only be the beginning of a comprehensive revaluation.

Royal Dutch Shell - Getting geared towards climate change

A small revolution took place on Wednesday in the district courtroom of The Hague in the Netherlands. The district judge found that the British-Dutch Royal Dutch Shell, based in The Hague, is responsible for its CO2 emissions, thus contributing significantly to global warming. Furthermore, the mismanagement is said to have serious consequences for the inhabitants of the Netherlands, the inhabitants of the Wadden Sea area and the rights of the people in the Netherlands. A strong verdict!

Consequently, the Group must reduce its greenhouse gas emissions by 45% by 2030 compared to 2019. And not only within the Group but also with its customers. 17,300 citizens and 7 environmental associations had sued the Group for compliance with the climate targets of the 2015 Paris Climate Agreement. Now the implementation is getting serious; meaningless announcements are a thing of the past, now action must be taken!

Shell has its headquarters in The Hague and is therefore subject to Dutch jurisdiction. For the first time, a court wants to force an international oil giant to implement the targets agreed in the climate agreement and to do so worldwide. And: An appeal has no suspensive effect. Shell must therefore deliver with immediate effect because the right to climate protection has been placed above the interest of a final decision. The Shell share has moved slightly down again from its high of EUR 18.75. Fundamentally, the share remains a basic investment.

British Petroleum - New photovoltaic giga-plants in Europe

BP has been going green for quite some time. Now the Group has integrated more green power projects into its energy portfolio. British solar developer Lightsource BP (BP's stake is 50%) has teamed up with Portuguese Company Insun to build solar farms with a total capacity of 1.35 GW over the next 5 years.

In Greece, it plans to set up another 640 MW in cooperation with partner Kiefer TEK. Access in Greece is mainly based on tenders. More than 1 GW of wind and solar projects were submitted in the last tender, of which orders of up to 350 MW were awarded. With the entry of Greece, Lightsource BP is now present in 14 countries and has a project portfolio of 20 GW on three continents.

The Spanish projects are in the early stages of development and will be located in Moura, Castelo Branco, Mogadouro, Chamusca and Viseu. In total, these projects require an investment of approximately EUR 900 million. Lightsource BP has more than 2 GW under development in Spain; with this new transaction, the Company now has more than 3.5 GW of capacity across the Iberian Peninsula.

BP shares are stuck at around EUR 3.50 and have been little stirred for 3 months, but they are captivating with a dividend yield of over 5%.

Gazprom - Forecast raised despite the dispute over Nord Stream 2

The political dispute over Nord Stream 2 is turning into a farce. Only a few 100 km are still open and Europe has clearly declared its support for this project. The pipeline is intended to significantly increase the capacity for Russian natural gas deliveries to Germany. Some European countries, the USA and the Green Party are vehemently opposed to this project. However, US President Joe Biden wants to refrain from imposing sanctions against Nord Stream 2.

For Annalena Baerbock (German Party The Greens), the pipeline is a power-political basis for Kremlin-affiliated politicians, such as in Belarus. The German government, however, remains committed to the EUR 9 billion project. Gazprom itself, of course, wants to complete the pipeline to supply the European market with energy in the long term.

The Company has now raised its forecasts for the current year, despite the disputes over Nord Stream 2. Gas exports rose significantly in the first five months and the latest production figures also sound good. The Russian commodities giant expects to produce 506.5 billion cubic meters this year, up 11% from last year.

The Gazprom share is continuing to climb steeply, but the EUR 6 mark is taking its toll.


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
  • Gas
  • WTI
  • Hotstock

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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