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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


19. January 2021 | 10:19 CET

Sibanye-Stillwater, Desert Gold Ventures, Barrick Gold - Take advantage of the consolidation to enter quickly!

  • Gold
Photo credits: pixabay.com

When the broad stock market is bullish and the prices of cryptocurrencies go through the roof, it is expected that crisis-proof investments stagnate or fall. Such has been the case with gold recently. But even if the bull market feeds the bull market, a stock market correction is inevitable. Corona and central bank policies' economic scars are too massive to be ignored in the long run. Profiteers from this new reality will undoubtedly be precious metals prices. Those who have fair quality shares of gold producers or gold explorers in their portfolio will outperform the gold price. We present three promising players, where an engagement in the current gold price consolidation will pay off.

time to read: 2 minutes by Carsten Mainitz


Ryan Jackson, CEO, Newlox Gold Ventures Corp.
"[...] We quickly learned that the tailings are high-grade, often as high as 20 grams of gold per tonne; because they are produced by artisanal miners, local miners who use outdated technology for gold production. [...]" Ryan Jackson, CEO, Newlox Gold Ventures Corp.

Full interview

 

Author

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

About the author


SIBANYE-STILLWATER LIMITED - a clear buy

Sibanye-Stillwater, based near Johannesburg, is South Africa's leading producer of gold and precious metals and is also one of the world's largest players. The Group operates a total of 10 mines, 8 of which are located in South Africa and 2 in the USA. The Group holds a strong platinum and palladium position, with their combined production accounting for almost 40% of the Group's sales. Analysts estimate Sibanye-Stillwater's revenues at USD 7.9 billion in the past fiscal year and USD 9.9 billion in the current year.

Even more intriguing is a look at earnings forecasts and company valuations. For 2020, the average expectation of the experts is a consolidated profit of USD 1.7 billion. In 2021, this is expected to increase by over 70% to USD 3 billion, resulting in a low 2021 P/E ratio of 4!

While the stock has had a phenomenal performance in recent months, the signs still point to growth. Sibanye-Stillwater's strong market position lends security. Also, a very favorable Company valuation allows only one conclusion: Buy. This opinion is also shared by the majority of the 11 analysts who rate the share and calculate an upside potential of 23%.

DESERT GOLD VENTURES INC - waiting for exploration results

The second company we are looking at is also active in the African mining sector. Desert Gold Ventures Inc. is a gold exploration and development company focused on two projects in Mali. The 1.2 million sq km West African nation is one of the continent's top 5 gold producers.

At the core of the portfolio are two gold exploration permits with large land areas: the SMSZ project and the Djimbala project. A few weeks ago, the joint venture partner, Indigo Exploration, in which Desert Gold also holds an interest, announced that they had started exploration work at the Djimbala Gold Project. The Djimbala Gold Project impresses with its sheer size of 100 sq km. The project's proximity to active producing mines is already a positive.

In the summer, when the share reached a high of CAD 0.35, a consolidation phase set in. At the current price level of CAD 0.15, Desert Gold is valued at only CAD 21 million. As soon as new information about the ongoing exploration program is released, the chances of returning to the summer high are good.

BARRICK GOLD CORPORATION - solid spot landing

Last week, Barrick Gold reported production data for the past fiscal year, meeting previously formulated gold and copper output forecasts. Barrick operates in 13 countries worldwide, particularly in North and South America, and Africa. The portfolio includes many of the world's most prolific gold districts and includes several copper projects.

In 2020, a total of 4.8 million ounces of gold were produced, hitting the Group precisely in the middle of the forecast range of 4.6 to 5.0 million ounces of gold. In terms of copper production, 457 million pounds' production volume was at the lower end of the spectrum. On February 18 the Group will release more details on Q4 and the past fiscal year.

Barrick Gold is the second-largest gold producer in the world. If you believe in a gold price rise, you can't avoid the stock as a fundamental investment. Analysts are optimistic and believe that the share price will increase by 32%.


Author

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

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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  • Gold

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  • Gold

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  • Gold

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