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August 24th, 2022 | 12:16 CEST

Sellout completely exaggerated! Lufthansa, TUI, MAS Gold - Shares, 100 times cheaper than Plug Power!

  • Mining
  • Gold
  • Travel
  • Tourism
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Rising commodity prices have recently pushed inflation in Europe above 8% and caused equities worldwide to fall into sellout mode. With ongoing geo-conflicts, economic forecasts for global growth are now becoming even gloomier. The travel market is suffering from high prices and ongoing staffing shortages. A war-torn environment is also not really an appetizer for exciting long-haul travel. Hopes are therefore pinned on a near end to the war in Ukraine and subsequent normalization of our daily lives. Which stocks could then benefit very quickly?

time to read: 4 minutes | Author: André Will-Laudien
ISIN: TUI AG NA O.N. | DE000TUAG000 , LUFTHANSA AG VNA O.N. | DE0008232125 , MAS Gold Corp. | CA57457A1057 , PLUG POWER INC. DL-_01 | US72919P2020

Table of contents:

    Bill Guy, Chairman, Theta Gold Mines Limited
    "[...] Both the geology and the infrastructure around the project make for a very attractive cost structure. We expect to be able to produce at 50% of the current gold price. [...]" Bill Guy, Chairman, Theta Gold Mines Limited

    Full interview


    Gold and silver - Always good for liquidity creation

    In the wake of the FED's multiple rate hikes, capital market participants ask why gold and silver are not getting wind under their wings. The Euro has now lost a good 15% in 12 months against the US dollar, so the precious metals in Germany have become even more expensive than they should be. Here the first fact takes effect, which has already been validated for gold and silver for 20 years: The value retention property is a fact. Due to the high inflation, the gold price quickly reached the USD 1,800 mark again but immediately bounced back. Silver was able to briefly conquer the USD 21 mark but is already struggling again with USD 19. It is noticeable that just in sell-off phases with shares and bonds, slightly higher levels with precious metals serve to generate liquidity. However, during the oil crisis in the 70s, there was real panic buying in gold and silver. One should, therefore, never praise the day before the evening has come! The next gold rally is probably already in preparation.

    MAS Gold - It should be exciting in the fall

    For the Canadian company MAS Gold Corp., the gold price, which is currently perceived as low, is a reason to consistently continue its exploration. Because if gold is searched for properly, one can shine with a useful resource estimate. MAS has focused on potential gold projects in the prospective La Ronge gold belt in Saskatchewan. The area's name follows that of the adjacent lake Lac la Ronge and is believed to be derived from the extensive beaver activity found by the French. Lots of nature and interesting architectural structures.

    Saskatchewan is a state with good infrastructure, and the many water resources support an environmentally friendly energy supply. MAS Gold's goal is to continue to develop the recently acquired historic 1 million ounces of gold from its portfolio and recently updated resources on the Preview-North and Greywacke Lake properties towards 1.5 million ounces. The chances of this happening are good. The higher the valuation, the more likely it is that a subsequent mine project will be realized. Recent drilling at North Lake has proven up to 8.79 g/t AU over 3 meters.

    The stock is backed by strong stakeholders. Jim Engdahl, a veteran in the commodities sector, has Eros Resources and Comstock Metals on board as core investors with a combined 24%, with another 22% held by insiders and institutional investors. Despite all the positive framework data and extensive investments in the properties, the Company is only valued at EUR 11 million on the stock exchange. Analytically, it is thus much too cheap compared to the industry. MAS will be presented to a larger audience in 2022. According to reports, the interest is very high.

    Lufthansa and TUI - Fully booked, but with huge problems

    It has been quite a remarkable summer. For two years, travel was minimal, and tour operators and cruise lines experienced the most difficult years of their existence. Billion-dollar packages had to be made available for Lufthansa, TUI and Carnival, and several capital increases temporarily secured liquidity but diluted existing shareholders considerably.

    In the meantime, the storm has blown over somewhat, but despite being theoretically fully booked, things are not really going well. Too many employees were made redundant during the downturn, and as in the catering industry, they are now missing at every turn. Consumer protection associations are now proposing that in future trips should no longer be paid for in advance, as the degree of fulfilment leaves a lot to be desired. Instead of demanding lengthy refunds, travelers could, in future, take partial deductions for non-performance straight away - a whole new approach for a scolded industry.

    Lufthansa and TUI are prominent industry representatives on the German share price list. Both shares have lost between 30 and 70% of their market value in the last 2 years, but this does not make them cheap by any means. That is because the book values have fallen accordingly due to the debt build-up. Although profits can be expected again in 2023, no one knows today what restrictions will apply in the long-haul travel business over the winter. TUI's debt currently exceeds its equity by a factor of 4, while Lufthansa is in a better position, quoted at only 20% above book value. Those who look ahead with rose-colored glasses by at least 3 years can get in here. However, one should not underestimate the current problems of the industry. Both companies are far from being out of the woods.

    Stocks are still under pressure, and precious metals have also been treading water for months. While the Euro is getting cheaper every day, gas is reaching a 12-year high of just under USD 10,000. So inflation continues to take shape. It is not good for the beleaguered travel market, and precious metals investors should be on the jump by now because of the permanent devaluation of other assets.

    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") currently hold or hold shares or other financial instruments of the aforementioned companies and speculate on their price developments. In this respect, they intend to sell or acquire shares or other financial instruments of the companies (hereinafter each referred to as a "Transaction"). Transactions may thereby influence the respective price of the shares or other financial instruments of the Company.
    In this respect, there is a concrete conflict of interest in the reporting on the companies.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.
    For this reason, there is also a concrete conflict of interest.
    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

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    Der Autor

    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

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