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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


26. January 2021 | 14:27 CET

Saturn Oil & Gas, Exxon Mobil, Nokia: A world without oil is still a long way off!

  • Investments
Photo credits: Saturn Oil & Gas Inc.

Many wish for a world without pandemics, without diesel on the roads, and ultimately without oil. However, a wonderful green picture exists only in the heads of ecological idealists, who forget everyday life and its many consumer products. Oil has been a raw material of many basic chemical industries for more than 200 years, far away from the primary petrochemical industry. Today, only 46% of the crude oil extracted goes into fuel production. In comparison, 54% is used in medicine, the cosmetics industry, in the manufacture of plastics and rubber substitutes, cleaning agents, or simply as a tar product in road construction. Therefore, it already needs a broad discussion on how to recreate standard processes and products that have always required crude oil's consistency and viscosity.

time to read: 4 minutes by André Will-Laudien


 

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 & Gas - on the leap to the next league

The small Canadian oil producer from Saskatchewan is currently suspiciously quiet. Presumably, the Company has been in strategic negotiations for several months and plans a change within the group. For this purpose, management hired strategy consultant Jean-Pierre Colin at the beginning of November. Colin has had a broad "oil career" at the international level and has been involved in negotiations on commodity strategy within the Canadian government and prominent political figures.

Without suspecting a storm is on the horizon, one can assume that well-paid consultants are only brought on board with specific intentions. Operationally, things continue to go well, with Saturn currently producing about 700 barrels per day. The price of WTI has risen by a good 25%. Since the rise, the difference to the operating production price of approximately USD 12 has been much more fun again. An expansion of the existing properties in the immediate vicinity would enable considerable synergy and volume effects in the refineries' resale or supply contracts.

Those who believe that after a serial inoculation against Covid-19 global economies will quickly return to business as usual can still stock up on oil stocks at very reasonable prices. Most major oil stocks are still over 50% off their 2016/2017 highs. While it is now known that 2018 will go down in history as the top year for tourism, only 50% of all ships are currently moving on the world's oceans. After the oil demand fell more sharply in the short term, when the supply was subject to a cut, the market is still struggling with overproduction.

Nevertheless, the environment is clearing up, especially for the smaller suppliers, who have an unfavorable situation, little liquidity, and excessively high production costs. Saturn combines exactly these points as thick advantages for itself: the location in the raw material country Canada, the low production costs, the lean company structure and the expansion potential in the near future. These are all the best strategic factors for a forward development, which the current share price of CAD 0.12 and a market value of EUR 18 million do not reflect at all. Expect some surprises in the near future!

Exxon Mobil - The oil giant plans cautiously

The history of Exxon Mobil in Germany began in Bremen in 1890 with Deutsch-Amerikanische Petroleum Gesellschaft (DAPG, later renamed Deutsche Esso GmbH) to operate Standard Oil's petroleum business in Germany. In 1999, the two American companies Exxon Corporation and Mobil Corporation, merged to form Exxon Mobil Corporation. The Esso and Mobil subsidiaries in Germany were merged in 2000 under the umbrella of the newly formed ExxonMobil Central Europe Holding GmbH, based in Hamburg. An international oil giant and a blue-chip on the stock exchange had been created.

Exxon Mobil has been generating high profits for several years and was therefore regularly among the most valuable companies in the world, according to the Financial Times Global 500. The Company's total market capitalization was USD 343 billion at the beginning of 2017, which was its last peak. With the decline in oil prices since 2018, the value dropped to its current level of about USD 200 billion. It is still on the FT list of stock market giants even now, but Exxon has already had to give up more than 50 spots to younger tech companies.

The Company's revenue fluctuates wildly; last year, it was about USD 215 billion, according to estimates, and its operating profit shrank from what used to be more than USD 45 billion to about USD 20 billion. Exxon has now become more cautious in its planning and has undergone a minor downsizing. Capital expenditures now amount to only USD 20-25 billion, and defacto dividends can now be paid from an oil price of USD 45. However, the cash flow yield only becomes interesting again above USD 70. Exxon Mobil is currently a clear economic play for better times after the pandemic and emerging economic activities. At the moment, you definitely need more breath.

Nokia - The Finns are back in the game

Nokia first became famous with the production of wooden articles and rubber boots. Later, it advanced to become a high-tech company in mobile networks and became a real competitor to the traditional league of Ericsson and Siemens. The excursion into the cell phone era succeeded very well with excellent basic models up to the classic phone point. The smartphone generation destroyed the future; even the small cooperation attempt with Microsoft failed due to the lack of a modern operating system. Nokia's share price lost over 90% from its highs at the turn of the millennium. Now Nokia is back with a new lineup!

The Company had fundamentally repositioned itself with two significant transactions in 2013. First, Nokia acquired Siemens' stake in the former Nokia Siemens Networks joint venture at the end of a profound restructuring. Second, the sale of all major Devices and Services businesses to Microsoft was announced. Since then, Nokia has been operating three business areas: mobile broadband networks, cartography, and mobile IT technologies.

Nokia has now been able to double its revenues again since 2013 to EUR 24 billion, and net income is expected to be positive in 2020. At present, banks are overflowing with new recommendations for Nokia shares, which is fueling the recent substantial rise in the share price. The reason: The operational turnaround has now been revealed - things are looking up again. Yesterday alone added a 14% price gain. Since the March low, the share has now gained 85% to EUR 3.92. With the European technology sector having weathered the Covid-19 storm well so far, Nokia's positive structural and cyclical momentum should continue into 2021. The market is now expecting a small dividend of around EUR 0.45 again - i.e., that is 1.2%. The Finns are back!


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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24. February 2021 | 08:45 CET | by Stefan Feulner

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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23. February 2021 | 09:25 CET | by André Will-Laudien

wallstreet:online, TeamViewer, HelloFresh - Internet Boom 3.0, the list of winners!

  • Investments

When the dotcom boom took its course at the turn of the millennium, many immature and unpromising business models came onto the market. Over time, the winners established themselves and delivered their proof of concept. Working models and mobile applications revolutionized the application layer - the Internet became ubiquitous, useful and offered many complementary applications for daily life. A selection of companies are now riding the third wave on the Internet - the so-called pandemic wave. These business models show their strengths primarily in the areas of life currently in the spotlight: Remote Banking, Distant Working and Food Delivery. We take a look at the cards of three successful protagonists.

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23. February 2021 | 09:20 CET | by Carsten Mainitz

TUI, Marble Financial, Zalando - Does it work?

  • Investments

The customer is king! Here, desire and reality sometimes diverge quite a bit. Companies that know, understand and fulfill their customers and their customers' wishes have a greater chance of operating profitably. We introduce you to three companies that focus on very different target groups. The question arises: happy customers = happy shareholders? We will tell you where the equation works out.

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