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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%"


Gary Cope, President and CEO, Barsele Minerals

Gary Cope
President and CEO | Barsele Minerals
Suite 1130 - 1055 W. Hastings Street, V6E 2E9 Vancouver (CAN)

info@barseleminerals.com

+1(604) 687-8566

Interview Barsele Minerals: 'I have never seen a project with such good general conditions'.


29. June 2021 | 14:04 CET

SAP, Barrick Gold, GSP Resource: How to invest smartly

  • Copper
Photo credits: pixabay.com

Stocks rise and rise. A little more than a year ago, the hope that not everything would be so bad in the end boosted share prices. The end of the pandemic now seems to be near. Linked to this is the hope that the future will bring many new things and that established companies, in particular, will be able to secure a large piece of the pie. But which sectors are exciting? We take a look at two different industries and discuss the opportunities and risks.

time to read: 3 minutes by Nico Popp
ISIN: SAP SE O.N. | DE0007164600 , BARRICK GOLD CORP. | CA0679011084 , GSP RESOURCE CORP. | CA36249G1090


Nick Mather, CEO, SolGold PLC
"[...] We knew the world was rapidly electrifying and urbanising and needing significant amounts of copper to do so. [...]" Nick Mather, CEO, SolGold PLC

Full interview

 

Author

Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

About the author


SAP: A sector of the future, but a dull stock

The SAP share is a solid standard stock. At the same time, SAP offers a fair amount of digitalization fantasy: Whether it is warehousing or human resources - SAP has the right software. Since the solutions complement each other in a modular way, companies can grow with SAP solutions. SAP is active worldwide and generates most of its revenue in Europe, closely followed by the USA. The emerging Pacific region accounts for about 15% of sales. More than half of sales still come from software and related consulting. The latter is a regular source of income even after the licenses have been purchased. Since the legal situation or even the technology is constantly changing, investors can expect recurring income. The profitable cloud business is also already an essential pillar for SAP and accounts for around a quarter of revenues.

Just recently, cybersecurity experts again pointed to increased risks associated with cybercrime. The ETF issuer Rize describes investments in IT security as securing the Company's existence and absolutely necessary. In addition to a modern IT infrastructure, the use of solutions from experienced companies also offers protection against criminals. Software in the cloud, in particular, can be updated and armed against threats with less effort. SAP's share price has moved sideways over the last three years and is currently trading around EUR 120. Although the trend is cautiously upward, the share is not a high-flyer.

Barrick Gold: This boredom-buster is not the first choice

The situation is similar for the world's second-largest gold producer, Barrick Gold. The stock has not been getting off the ground for months. After central banks communicated the first signals for higher interest rates, the gold price went into a dive - and dragged Barrick Gold's stock along with it. As an observer, one often has the impression that the Canadian share combines the worst of both worlds: If the gold market is up, the stock lags; if there are setbacks in the gold price, Barrick Gold falls significantly.

Even when earnings were bubbling last year, the market found fault with the value: The basic tenor was that Barrick should have used the high cash flows for investments. Since this failed to happen and a special dividend also was unable to convince investors, the share hardly got off the ground. Barrick is a fundamental investment but also a problem child. Instead of value, a gold mining ETF is more appropriate for cautious investors. A second option is to bet on a junior company with smaller capital investment.

GSP Resource: Commodities? Get your foot in the door with this stock!

One such junior Company is GSP Resource. The Canadians have made it their goal to do a lot with little capital. The Company has a call option on the Alwin project in the southwest of the Canadian District of British Columbia. There, GSP has already successfully drilled for gold, silver and copper. The latter commodity, in particular, has already occurred in samples in significant proportions. 1.29% copper equivalent over a distance of more than 14 meters speaks for itself. In addition, there is a takeover fantasy around GSP Resource: In the immediate vicinity, Teck Resources operates its massive Highland Valley mine. The proximity to this project alone gives rise to latent takeover fantasies around GSP Resource. As the share is currently only worth around EUR 5 million, the stock could be an opportunity for risk-conscious investors.

While many large commodity companies barely pick up steam even when prices are bullish, speculative penny stocks are inherently leveraged to commodity prices due to their valuation. In other words, the stocks function like a kind of warrant, making it possible to invest with only a tiny amount of capital. As the trend towards electric cars and renewable energy continues and copper is needed in this context, the GSP Resource share is an exciting candidate.


Author

Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

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:

21. July 2021 | 12:49 CET | by Armin Schulz

QMines, Varta, Siemens Energy - Who benefits from the copper shortage?

  • Copper

The copper price has moved significantly upwards over the past year. On the one hand, this is due to the increasing demand caused by sustainability topics such as renewable energies, e-mobility and global electrification. On the other hand, the metal has become scarce. Whereas 60 profitable copper projects were launched in 2008, only 36 were established in 2020, and this with declining mining values. In 2015 0.65% copper per ton was still being mined; this value will fall to 0.55% by 2025. Existing large copper mines will also need billions in the coming years to maintain their production levels. These additional costs will be passed on to consumers. Today we highlight three companies that either produce or need copper.

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20. July 2021 | 12:38 CET | by André Will-Laudien

BYD, Volkswagen, Kodiak Copper: The 1000 Dollar Correction!

  • Copper

The copper price had reached its interim high in May 2021 at around USD 10,500. Since then, we have seen a standard consolidation of 10-15%, which is not an unusual occurrence in an uptrend. The increase since the beginning of 2020 is over 100%. Copper mines have been able to post multiple performances in the same period, and the recent correction was accordingly somewhat higher. For many market participants, however, the medium-term scenario for the industrial metal is set. Since the political closing of ranks on e-mobility, demand for copper and battery metals has shot through the roof. Mine operators worldwide are alarmed; the currently recoverable capacities cover just 85% of the demand from 2022. Who can close the gap?

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19. July 2021 | 11:05 CET | by Carsten Mainitz

Barrick Gold, GSP Resource, SMA Solar - Buy Prices?

  • Copper

Raw materials and energy are central prerequisites for our life as we know it not to stand still. Often it is only when there are supply bottlenecks and significant price jumps that we become aware of the importance of what is suddenly no longer readily available. Due to their fundamental importance, commodities and energy are therefore forward-looking investment themes. We present three exciting companies. Who will win the race?

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