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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".


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%"


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
ISIN: CA80412L1076 , US30231G1022 , FI0009000681


 

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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02. August 2021 | 11:26 CET | by Armin Schulz

The Very Good Food Company, Amazon, Anheuser-Busch Inbev - Change in shopping behavior due to the pandemic

  • Investments

The Corona Crisis has changed the shopping behavior of people worldwide. On the one hand, there is a trend towards more online shopping; on the other hand, people are spending more money on higher-quality food, which in most cases is still bought locally. In Germany, this can be seen very clearly in a study by the Gfk market research institute. Discounters in Germany saw a 1.4% drop in sales in the first half of 2021, while supermarkets showed a 6.3% increase. Due to the pandemic, practically all special expenses such as restaurant visits, vacations, etc., fell away, and the money saved is invested in higher-quality products in the supermarket, among other things.

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29. July 2021 | 13:56 CET | by André Will-Laudien

Alibaba, Memiontec, MorphoSys - Now the rally after the sell-off!

  • Investments

The regulator's pressure is getting bigger and bigger. China has tightened the thumbscrews on technology giants and especially their online education companies - triggering a stock market quake on its own stock market. In some cases, well-known tech stocks lost double digits, even though the affected areas only affect fractions of annual sales. Government regulation of the USD 100 billion-plus education market is likely to weaken confidence in China's stock markets for the long term. And the fact that China's trade relations with the US have also reached a low point does not make things any better. Are there still opportunities?

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28. July 2021 | 10:14 CET | by Nico Popp

Barrick Gold, Mineworx, TUI: Summertime is investment time

  • Investments

Invest or consume? Given the difficult months many of us have had, it would be understandable to unwind now: sun, beach and sea beckon despite rising numbers. But it may also make sense to think more long-term in the face of rapid change. Central banks are allowing more inflation and the printing press continues to run fast. Especially in the current summer lethargy, this can be an opportunity for people with foresight.

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