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Andrew Davidson, CEO, Royal Helium Limited

Andrew Davidson
CEO | Royal Helium Limited
224, 4th Avenue South, S7K 5M5 Saskatoon (CAN)

davidson@royalheliumltd.com

+1 (306) 281-9104

Royal Helium CEO Andrew Davidson on NASA, SpaceX and the path to dynamic growth


Craig Taylor, CEO, Defense Metals

Craig Taylor
CEO | Defense Metals
605-815 Hornby St., V6Z 1T9 Vancouver (CAN)

craig@defensemetals.com

+1 (778) 994 8072

Milestones, ESG as an USP and the new openness of policy toward rare earths outside China - Defense Metals provides backgrounds


Alex Kent, Managing Director, Aspermont Limited

Alex Kent
Managing Director | Aspermont Limited
613 - 619 Wellington Street, WA, 6000 Perth (AUS)

Corporate@aspermont.com

+61 8 6263 9100

Aspermont shows the success of digitalization - Alex Kent has an agenda


29. October 2020 | 13:19 CET

SAP, Triumph Gold, JinkoSolar - Mutti blows to get started!

  • Investments
Photo credits: pixabay.com

It seems done. Yesterday afternoon, the German Chancellor Angela Merkel (German nickname: Mutti) decided on the second lockdown of this year due to the vastly increasing number of cases in the Corona Pandemic. Although this lockdown is supposed to be somewhat "lighter and more social" than the first, it is causing uncertainty among the population and the capital markets. It remains to be seen whether the stock markets will reach a new low after the experience in spring, or whether they will only get shaken vigorously for a short time. Should the worst-case scenario occur, the central banks with their money printing machines will undoubtedly be ready again. So a second chance to get started? In any case, keep an eye on gold stocks.

time to read: 2 minutes by Stefan Feulner


 

Author

Stefan Feulner

The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.

About the author


Chance from the second row

After the gold price reached its high of over USD 2,030.00 in early August, it has since corrected at a high level of around USD 1,900.00. Uncertainties due to the pandemic, the US elections - which will be finalized on November 3, and the high national debt, should provide the precious metal with a further tailwind. Triumph Gold, a growth-oriented Canadian gold exploration and development Company with a large land package in the mining-friendly Yukon, has also returned to lower price level. While the value in the summer of 2019 was still at CAD 0.72, the current value is only CAD 0.22. The market capitalization is the equivalent of almost EUR 20 million.

Program expansion

Recently, the Canadians announced that it had completed the fully funded exploration program PR20-07. This program included minor trenching and reconnaissance sampling as well as 2,068 metres of diamond drilling. The partially near-surface surveys are now in the evaluation and analysis phase. According to Jesse Halle, Vice President of Exploration, several of the reconnaissance samples collected indicate that gold mineralization is much more widespread than previously thought. As a result, the 2021 exploration program will expand.

Conflicting quarterly figures!

SAP would have expected the third quarter figures to sound similar to those of its competitor, Microsoft. After all, it was precisely the cloud business that helped the US Americans to achieve a leap in profits because of the Corona pandemic. In the past financial quarter, which lasted until the end of September, profits increased by 30 percent year-on-year to USD 13.9 billion. Revenue grew by twelve percent to USD 37.2 billion. "Demand for our cloud offerings led to a strong start to the financial year," said Amy Hood, CFO of Microsoft.

Disappointment all along the line

Microsoft's joker, the Cloud business, was responsible for the weak results of the Walldorf-based Company, which felt the full force of the crisis at SAP. The plan for the Cloud Division was for sales of EUR 8.3 to 8.7 billion, but now the figure is still EUR 8 to 8.2 billion.

Analysts lower targets

The development of the former model Company was also incomprehensible to the analysts. Goldman Sachs, for example, took the Walldorf-based Company off the "Conviction Buy List" and lowered its price target from EUR 160 to the current EUR 120. JP Morgan kept the value at "neutral" and left the price target at 120 EUR. The attempt by Hasso Plattner, former CEO and current Supervisory Board member, to support the share price at around EUR 100 by purchasing SAP shares with a value of EUR 250 million failed, for the time being. The share is currently still in free fall at just under EUR 94.

Still promising

One of the world's leading companies in the photovoltaic industry, JinkoSolar, was forced to give up feathers despite a buy recommendation from the leading Swiss bank. The target price was raised to USD 55. However, this means that the current share price of 57 USD is still above the target price. The quarterly figures announced for today should be exciting. In any case, there is no way around investing in solar stocks in the future.


Author

Stefan Feulner

The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.

About the author



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  • Investments

When investors think of the media industry, they often still have stories of declining circulation and dwindling audiences in the back of their minds. But they often forget that media companies have long since made a virtue of necessity and gone digital. It is precisely when traditional media companies' quality meets modern digital groups' possibilities that great opportunities arise for investors. We present three shares.

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Home Depot, RYU Apparel, Lufthansa - Is the bubble bursting now?

  • Investments

It seems as if Allianz CEO Oliver Bäte gave the starting signal for a sharp correction in technology stocks as well as for cryptocurrencies over the weekend. The Group CEO expressed concern about the issue of financial market stability. He said the situation, especially in the stock markets, resembles the situation before the crash of 2008 and the crash of 2000. Stock market legend Jim Cramer also said on Monday that investors should swap expensive tech companies for cheaper, traditional companies that ride the wave of economic recovery. We will see if the current correction heralds a longer trend.

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