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Humphrey Hale, CEO, Managing Geologist, Carnavale Resources Ltd.

Humphrey Hale
CEO, Managing Geologist | Carnavale Resources Ltd.
Level 2, Suite 9 389 Oxford Street, WA 6016 Mount Hawthorn (AUS)

info@carnavaleresources.com

Interview Carnavale Resources: Good cards for long-term success


Bill Guy, Chairman, Theta Gold Mines Limited

Bill Guy
Chairman | Theta Gold Mines Limited
Level 35 (ServCorp), Intl Tower One 100 Barangaroo Ave, 2000 NSW Australia (AUS)

info@thetagoldmines.com

+61 2 8046 7584

Interview Theta Gold Mines: This team has already brought 20 mines into production


David Mason, Managing Director, CEO, NewPeak Metals Ltd.

David Mason
Managing Director, CEO | NewPeak Metals Ltd.
Level 27, 111 Eagle Street, QLD 4000 Brisbane (AU)

info@newpeak.com.au

+61 7 3303 0650

Interview New Peak Metals: Many chances for great success


24. February 2021 | 08:29 CET

Saturn Oil & Gas, Royal Dutch Shell, BP, Plug Power - The oil specialists!

  • Oil
Photo credits: pixabay.com

Oil prices are currently moving at the upper edge of the annual range. In the case of oil, market participants expect a pioneering indication of the economy's state after Corona. Price buoyancy came once again from the US, where freezing winter weather led to logistical problems in the oil supply. There is a general trend of rising commodity prices, and successively all segments are affected. Commodity experts at the US investment bank Goldman Sachs expect oil prices to rise further in the coming months. Accordingly, the Brent price could rise to USD 70 per barrel in the second quarter and reach USD 75 in the summer months. Goldman Sachs has thus raised its previous forecast by USD 10 per barrel.

time to read: 4 minutes by André Will-Laudien


Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG
"[...] China's dominance is one of the reasons why we are so heavily involved in the tungsten market. Here, around 85% of production is in Chinese hands. [...]" Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG

Full interview

 

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 - The specialist from Canada

Just over a week before the next OPEC meeting, there is still no uniform line for future oil production policy. According to a Bloomberg news agency report, the oil giant Saudi Arabia wants to keep production constant, while the second oil giant Russia intends to expand production. Currently, Saudi Arabia, in particular, is helping to support prices with reduced production.

Saturn Oil & Gas Inc. can watch this hustle and bustle calmly because it produces oil at about USD 12 in Saskatchewan. Saturn currently produces about 700 barrels per day, no matter what the decisions in Vienna. Meetings are usually held twice a year, but the board is very conflicted. Particularly explosive this time is the agreement on a medium-term oil production rate until 2025 because global mobility trends are moving away from oil as a raw material.

In such times, the hour of the specialists strikes. Saturn Oil & Gas can adjust its production rate to demand because the wells' pressure naturally decreases over time, i.e., the initial production rate of a fresh well (approx. 70-120 barrels) gradually goes down over time. Thus, if oil demand increases dramatically, new wells are tapped to increase production. If demand falls, costs go down simultaneously because no new money is invested in exploration. Operational management thus leads to cash flow maximization.

Saturn Oil & Gas is considering expansion through acquisitions. Due to the rising demand, especially in North America, Saturn is monitoring its environment very closely and is also in a position to acquire new properties. Jean-Pierre Colin, the new strategy advisor, is responsible for this, and we would be surprised if several deals have not already been in the pipeline since his appointment. The Saturn Oil & Gas share has recently become quieter, trading stably between CAD 0.12-0.15. But those who get in now are buying a lot of potential. According to the 2019 strategic plan, production is to be increased by over 200%.

Royal Dutch Shell PLC - Sale of properties in Alberta

Alberta is Saskatchewan's neighboring state, and this is where significant portfolio sales by Royal Dutch Shell PLC are taking place. The oil multinational announced that it has sold its Duvernay shale light oil position in Alberta to Crescent Point Energy Corp. for a total amount of about USD 700 million. The transaction is subject to regulatory approvals and is expected to close in April this year.

Shell said the transaction includes the transfer of approximately 450,000 net acres in the Fox Creek and Rocky Mountain House areas, currently producing approximately 30,000 barrels of oil equivalent per day. The properties consist of about 270 wells, and associated infrastructure is part of the deal. A Shell statement said of the sale that it is optimizing its upstream portfolio to generate cash. Shell is apparently in a divestment phase, which could also interest neighboring Saturn Oil & Gas.

Shell plans to focus more on the Permian Basin in the future, and the portfolio should be more resilient and less risky.
Royal Dutch shares are stable in the market at EUR 16.8, up 70% since October 2020.

British Petroleum PLC - Commitment to geothermal energy

BP is breaking new ground in its energy mix and focusing on sustainability. With other investors, BP is committed to Eavor Technologies, which describes itself as a leader in scalable geothermal technology. The current round of funding is worth over USD 40 million and is attracting huge interest.

Investors in the round included BP Ventures, Chevron Technology Ventures, Temasek, BDC Capital, Eversource and Vickers Venture Partners. Eavor emphasized that the investments and associated partnerships are critical to the commercialization of its technology. Eavor's technology, known as the "Eavor Loop," uses the earth's natural heat like a giant rechargeable battery, according to the Company's website. What sets this technology apart from other forms of geothermal energy is a scalable "go anywhere" solution. In other words, applications can be used around the globe regardless of location.

BP is taking another step into the green energy economy with this investment. Since the "Deep Horizon" disaster, BP has invested over USD 50 billion in environmentally friendly projects. A promising sign of making amends for a disaster. At EUR 3.27, BP shares are about 30% above the sell-off lows of October 2020.

Plug Power - corrective movement gains momentum

In many posts, we had pointed out the overvaluation of the stock Plug Power. The entire hydrogen sector is correcting almost daily in 5-10% discounts. For Plug Power, this means a loss of around 30% from the beginning of the month high of EUR 60. Since the price-to-sales ratio is still out of this world at 30, the correction is likely to continue for a few more weeks. The stock market community had probably overinvested in hydrogen in recent months and the valuations are reminiscent of the year 2000. Those who have been invested here for a long time are still sitting on historic gains that are unparalleled even in the best stock market decades. The level is still high enough to exit, but the chart technique indicates further downside potential.


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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17. June 2021 | 12:54 CET | by André Will-Laudien

Nel ASA, Plug Power, Deutsche Rohstoff AG: Oil explosion or hydrogen hype?

  • Oil

Brent prices are going through the roof! The stock markets have to digest their COVID trauma, and China is hoarding oil and other commodities to satisfy the upcoming boom. Many consumers worldwide are waiting for the delivery of their long-ordered products. Problem: Shortages of raw materials and chips are causing massive delivery delays around the globe. Then there were events like the blockade of the Suez Canal or the restrictive stance of OPEC. One would like to keep prices high; at least the Federal Reserve recently sounded the alarm: 5% inflation in a monthly rate! Warning shot or starting trend?

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15. June 2021 | 09:23 CET | by Stefan Feulner

Palantir, Saturn Oil + Gas, RWE - Attention: 200% for your portfolio!

  • Oil
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  • WTI
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The stock markets have run hot, and cryptocurrencies such as Bitcoin, Etherum and Co. are too volatile. In contrast, you do not feel comfortable investing in gold and silver despite fundamentally good prospects, such as the high national debt and the risk of rampant inflation. The alternative of leaving the money in the savings account is also no longer effective due to the negative interest rates. We show you an investment with which you can not only preserve your capital but multiply it.

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10. June 2021 | 10:25 CET | by Nico Popp

BYD, Varta, Deutsche Rohstoff: These are the stocks of the future

  • Oil

New technologies are turning the markets upside down. Electromobility is fundamentally changing the automotive industry. Whereas in the past, it was engine technology that mattered, today, it is the batteries that determine which cars are considered modern and which are not. The trend toward renewable energy sources is also changing as wind turbines and solar cells require many different raw materials and drive demand. We highlight three companies along the supply chain.

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