Recent Interviews

Matthew Salthouse, CEO, Kainantu Resources

Matthew Salthouse
CEO | Kainantu Resources
3 Phillip Street #19-01 Royal Group Building, 048693 Singapore (SGP)

+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)

+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)


Saturn Oil + Gas CEO John Jeffrey: "Acquisition has increased production by 2,000%"

09. February 2021 | 08:20 CET

Siemens, Almonty, Rheinmetall: ESG check of classic industries

  • ESG
Photo credits:

There is no way around the chemical element tungsten when it comes to medical applications, particularly corrosion-resistant metal or certain armor-piercing ammunition. We present three companies directly or indirectly involved with the metal and whose shares are also worth looking at from an ESG perspective.

time to read: 3 minutes by Nico Popp
ISIN: CA0203981034 , DE0007236101 , DE0007030009

Dirk Harbecke, Executive Chairman, Rock Tech Lithium Inc.
"[...] In 2020, the die is finally cast in the automotive industry towards electromobility. [...]" Dirk Harbecke, Executive Chairman, Rock Tech Lithium Inc.

Full interview



Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

About the author

Siemens: Slim makes sexy

Siemens is the general store on the stock exchange. In addition to medical technology, such as X-ray machines and other equipment, which has now found its own place on the stock exchange as Siemens Healthineers, the Company also offers infrastructure, mobility and digital services. Although sales and profits have declined recently, incoming orders at the global corporation still cause optimism. As was the case with Siemens Healthineers, the electronics group also successfully floated Siemens Energy on the stock market. Although parts of Siemens Energy had also been growth drivers for the entire Group in recent years, the conglomerate had become increasingly confusing. Whenever several subgroups have little to do with each other, this results in high costs instead of synergies. Siemens actively countered this with its two IPOs.

Now the Company wants to focus more intensely on the areas of mobility and digital. The Company is also increasingly taking up the cause of sustainability but still has some way to go in this area. After the restructuring that has already taken place, the Company is well-positioned to attack again in the long term. On a one-year horizon, the DAX heavyweight has already gained more than 17%. Lean and sustainably positioned, there is undoubtedly more to come from Siemens in the long term.

Almonty Industries: Tungsten and ESG as a unique selling point

Tungsten producer Almonty Industries also demonstrates the fact that sustainability is increasingly reaching established industries. The Company recently announced that it had taken a significant step toward climate neutrality. In Portugal, the Panasqueira mine which is currently in production, is to be equipped with solar panels in the coming months. For the planned Sangdong mine in South Korea, the largest tungsten project globally, a sustainability report is being prepared to estimate the carbon footprint and take similar measures. For Almonty, an ESG concept is an important and unique selling point and a key to convince investors of the Company and its projects.

In addition to two active mines in Spain and Portugal, Almonty's stock thrives on the fantasy surrounding the South Korean Sangdong project. This mega-mine would lift Almonty's business to a new level. In addition, KfW, which recently granted a loan of USD 75 million, is a potent financial backer of the Company. The share price has been moving steadily upwards for months. Due to the wide range of tungsten applications, the projects outside China and the sharpened ESG profile, the share is by no means uninteresting.

Rheinmetall: A no-go for many

Rheinmetall shares are rarely mentioned in the same sentence as ESG criteria. The arms manufacturer is not included in the portfolio of many sustainably-minded investors as a matter of principle. However, almost half of the Company is also active in the automotive sector. The Company's figures for the first half of 2020 showed that armaments and automobiles complement each other well. While things didn't go quite as smoothly for automobiles, the armaments division boomed. As the year progressed, cars recovered and the figures got even better. Only recently, Germany announced that it had increased its defense spending. Other countries are also investing more in armaments again. Rheinmetall's shareholders are the beneficiaries.

However, as more and more investors follow sustainable criteria, Rheinmetall stock is always likely to be slightly disadvantageous. Investors must be aware of this. However, if one only looks at the bare figures, Rheinmetall is also not uninteresting. However, if you want to invest in line with the spirit of the times, it is better to focus on companies that have already sharpened their ESG profile. In addition to Siemens in blue chips, this includes Almonty Industries in the second-tier sector. The latter is also in an exciting corporate phase, thanks to the Sangdong mine currently under construction.


Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

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.

Related comments:

25. May 2021 | 08:16 CET | by Armin Schulz

Deutsche Bank, Mineworx Technologies, Deutsche Telekom - ESG stocks have enormous potential

  • ESG

ESG stands for Environmental, Social and Governance. The Environmental area covers environmental pollution or hazards, such as CO2 emissions and energy efficiency issues. In the Social space, health care, occupational safety and social commitment are assessed. Under leadership, one looks at sustainability, corporate values and their control processes. The trend towards ESG shares has increased significantly in recent years. Especially for the younger generation, sustainability is fundamental. We take a look at three companies that are addressing sustainability.


15. March 2021 | 09:03 CET | by Carsten Mainitz

Bayer, dynaCERT, JinkoSolar - green performance stars!

  • ESG

Sustainable investing has developed from a "nice to have" to a "must-have." Many empirical studies have also shown that investors who invest "green" do not have to forego returns. On the contrary, there are indications that a skillful weighting of ESG factors - these stand for Environment, Social, Governance - can improve the risk-return ratio. We show you three ESG stocks with which you will outperform in the truest sense of the word!


01. March 2021 | 09:48 CET | by Carsten Mainitz

E.ON, Defense Metals, SAP - Outperform with strong sustainability companies!

  • ESG

Sustainable investments play an increasingly important, sometimes decisive role for asset managers and institutional asset management. The embedding of ESG (Environment, Social and Governance) criteria in the corporate philosophy of the "money multipliers" and in particular in the process of investing money serves to differentiate from the competition, to improve risk management, to open up new business areas and to act in anticipation of possible EU regulations. For listed companies, this means making themselves attractive to investors through a transparent and comprehensive ESG policy. Several examples show that investors can outperform the broad market with ESG stocks. We present three promising investments.