Menu

Recent Interviews

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".


21. June 2021 | 13:32 CET

Royal Dutch Shell, Sierra Growth, Nel ASA - Stocks with increased profit opportunities

  • Investments
Photo credits: pixabay.com

Since the markets have been climbing incessantly, it is not easy to find exciting stocks with potential. Most of the time, the ratios are already much too high, such as the price-earnings ratio (P/E) or the price-sales ratio (P/S). It is crucial to quickly detect new trends and get in on time before the party is over. In the coming week, an important date is coming up for the large US big tech companies. The House Judiciary Committee will vote on some anti-trust legislation. As a result, tech stocks should be cautious. Today we have picked out three stocks where we think profit opportunities are particularly promising.

time to read: 3 minutes by Armin Schulz
ISIN: GB00B03MLX29 , CA8263191055 , NO0010081235


 

Author

Armin Schulz

Born in Mönchengladbach, he studied business administration in the Netherlands. In the course of his studies he came into contact with the stock exchange for the first time. He has more than 25 years of experience in stock market business.

About the author


Royal Dutch Shell - A favorable dividend stock

Oil prices marched to their highest level in 2 years last week. One would think that the Royal Dutch Shell share should also be somewhere around its 2019 highs. However, that is not the case. In June 2019, the share was quoted at around EUR 28.50. Currently, it is only EUR 16.50. One reason is the recent court ruling against Shell in the Netherlands in which the Company is required to improve its CO2 balance by 45%.

Many forget that the ruling will not open up any new oil fields for the time being, as was already called for in the IEA study. The old oil fields inevitably produce less over time, which means that the oil supply will be less, so the price will rise. At the same time, crude oil inventories in the US have fallen by 8.5 million barrels. The declining pandemic is not decreasing demand either; the opposite is true.

The increased oil price is flushing money into the coffers to drive forward the restructuring of the Group, e.g. expansion in the area of renewable energies. A P/E ratio of 8 is not typical for such large companies. Although the Group had to cut its dividend for the first time last year, the dividend yield is over 3%. Some analysts have issued price targets between EUR 25 and EUR 28. We believe that oil will be needed for a long time, and Shell will benefit from this.

Sierra Growth - Just before the news

Sierra Growth is a junior exploration company primarily engaged in the acquisition, exploration, and development of early-stage mineral projects focusing on gold, silver, copper, and molybdenum. The focus is currently on the main project in Nevada, but the Company is also active in Peru. On March 15, the Company announced the acquisition of three projects from Primus Resources.

The most interesting of the three projects is the Mildred Mine area, called Mildred/B&C Springs, where grab samples of up to 667 grams per ton of gold and 78.6 grams per ton of silver have been found. Additional copper was found up to 6.3%, zinc up to 8.36%, and lead up to 3.06%, among other elements such as tungsten. Strong gold and silver anomalies were found on the Glitra/Sat property. The Betty East project boasts up to 646 grams of silver per ton and 0.53 grams of gold per ton.

On May 25, it was announced that exploration work had been completed. A total of 1,805 soil samples have been collected from the 3 areas. Efforts have been made to test the properties in preparation for a resource estimate thoroughly. The results of the samples are expected in late June/early July. After the announcement of the acquisition of the three projects, the share price skyrocketed to CAD 0.25. Currently, one can buy the share for CAD 0.15. If the Company can deliver good results, a jump in the share price should be possible.

Nel ASA - Well positioned for the future

Nel ASA's quarterly figures caused the share price to fall from NOK 24 to NOK 16. The main reason for this was probably the poorer EBITDA. Although sales increased by 24% to NOK 156.9 million, the loss increased to NOK 74.3 million compared to a loss of NOK 64.6 million in the first quarter of 2020. On the positive side, the order backlog was a record NOK 1,085 million. Cash is still well-filled at NOK 3.25 billion.

So, where does the European darling of the hydrogen industry go from here? The US has ambitious goals in the hydrogen sector and wants to provide financial support to companies in the US to achieve them. Nel ASA will not benefit directly from this, but the Company can hope for funding from the German government's H2Global Initiative. Currently, a fully automated electrolysis production plant is being built in Heroya.

Meaningful partnerships have been established, including Aibel, which has a lot of experience in larger construction projects, or Wood Consulting, which operates internationally. The positive voices of the analysts are also slowly increasing so that one should have the share on the watch list. Currently, the share is in a sideways phase between NOK 16 and 18.75. An upward breakout has the potential to reach NOK 27.


Author

Armin Schulz

Born in Mönchengladbach, he studied business administration in the Netherlands. In the course of his studies he came into contact with the stock exchange for the first time. He has more than 25 years of experience in stock market business.

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:

20. October 2021 | 12:10 CET | by Carsten Mainitz

Formycon, Memiontec, Synlab - Act before it is too late!

  • Investments

When an unpredictable event occurs, humanity sees how powerless it is in the face of it. We saw this in the spring of last year with the outbreak of the Corona pandemic. Only since the approval of various vaccines has a normalization taken place. However, further, foreseeable problems are coming our way. According to expert forecasts, water demand will exceed supply by 40% as early as 2030. Some companies sense an opportunity to profit from the water shortage through novel technologies.

Read

14. October 2021 | 07:46 CET | by Stefan Feulner

SAP, Kleos Space, Ballard Power - Igniting like a rocket

  • Investments

The storage and processing of data will be one of the themes of our society for the coming years. Big Data will create scientific advances and innovations, increasing the competitiveness of both science and companies across industries. Already today, innovative startups are working on the processing of larger amounts of data using artificial intelligence. The potential is enormous, the predicted growth rates gigantic.

Read

11. October 2021 | 11:30 CET | by Armin Schulz

Allianz, wallstreet:online, Commerzbank - Quo vadis stock markets?

  • Investments

The markets are highly nervous at the moment. First, the Corona numbers went up again, then the Chinese real estate giant Evergrande was on the verge of collapse, and the supply chains are still not back in step. The result was falling indexes. That automatically leads to more fear, as the Fear and Greed Index also showed. Last week, the market calmed down slightly, and the fear index dropped from 27 to 34 points. In Germany, there is also the fact that more people have dabbled in equity investments due to a lack of interest rates. According to the Global Wealth Report, the purchase of securities grew by 65%. Many of the newly added shareholders know only rising stock markets. Consolidation would not hurt the market. On the other hand, there is hardly any alternative to investing money at the moment. It remains exciting.

Read