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September 2nd, 2021 | 10:52 CEST

Siemens, Barsele Minerals, Lufthansa - Shares to take off

  • Gold
Photo credits: pixabay.com

The stock indices continue to be on the rise. Disappointing labor market data and rising infection figures due to the Delta variant make possible interest rate hikes and an end to the bond-buying program by central banks a distant prospect. The ultra-loose monetary policy with further stimulus measures by the FED is thus likely to be continued and opens the door for further bullishness on the stock market.

time to read: 3 minutes | Author: Stefan Feulner
ISIN: SIEMENS AG NA O.N. | DE0007236101 , BARSELE MINERALS | CA0688921083 , LUFTHANSA AG VNA O.N. | DE0008232125

Table of contents:


    Barsele Minerals - Deadline extended

    In addition to equities, the precious metals markets are also benefiting from the strategy of the monetary guardians. These currently disregard rising inflation due to growth and jobs and thus offer excellent long-term conditions for gold. Due to the correction of the precious yellow metal, mining stocks offer attractive entry opportunities in the long term. An interesting deal is currently taking place in Scandinavia.

    In northern Sweden, about 500km from Stockholm, lies the 47,000-hectare Barsele project, 55% owned by Agnico Eagle and 45% by Barsele Minerals. If one goes by the statements of the management of Barsele Minerals, the project has a potential of over 5 million ounces of gold. In addition, the deposit contains recoverable raw materials such as silver, lead, zinc and nickel.

    Agnico Eagle advanced the drilling work over 160 km and a total of over 400 in the past years. Due to the shift in focus to North America, 100% of the deposit will be transferred to Barsele Minerals. Initially, a letter of intent was signed until the end of last month, but now extended until October 31. The purchase price is USD 45 million. In addition, Barsele Minerals will grant the contracting party 14.9% of its shares and 6 million warrants. In addition to issuing a convertible bond, a capital increase is planned to strengthen the equity further.

    The Canadians need capital above all for their ambitious goals. A total of 30,000 meters of drilling is planned over the next 24 months, which should raise the resource estimate to 3.5 million ounces of gold. The sound barrier of 5 million ounces should then be reached by deeper drilling, which currently only goes up to 450m. The Barsele Project currently offers enormous long-term potential. The Belcarra Group, which sits on the management board of Barsele Minerals, plans to take the project to the preliminary feasibility stage and does not rule out resale to larger producers. However, the current stock market value of EUR 47.36 million would then probably be far from sufficient.

    Siemens - Billions from Egypt

    At the beginning of the year, Siemens signed a letter of intent together with its partners Orascom Development and The Arab Contractors. The contract has been signed for the first part of a rail project worth billions of euros in Egypt, linking the Red Sea and the Mediterranean. The segment includes over 650 km of a rail network and has a contract value of around USD 4.5 million. Around USD 3 billion is to go to Siemens Mobility in the process. Siemens will provide high-speed and regional trains, locomotives and rail infrastructure, as well as related services. Construction of the section will run over 2 years. The first vehicles are to be delivered by the end of 2023 at the latest. Full completion is scheduled for 2027. Despite the monster contract, the share is weaker with a minus of around 1.20% and trades at EUR 139.20. From a chart perspective, a buy signal would be generated if the EUR 140.50 mark were exceeded.

    Lufthansa - Profiteer of the strike

    Rising figures due to the Delta variant and the announcement by the European Commission that it is again recommending stricter restrictions for travelers from the US to the member countries leave airlines further in uncertainty. Lufthansa's share price speaks a clear language. After an interim recovery to just under EUR 13, the airline is now flying south again and trading at a new annual low of EUR 8.50. The next intermediate stop is the support area at EUR 8. There is no reason to buy at the current level.


    The Corona pandemic with ever new mutations continues to leave the economy in uncertainty. An investment in airlines is currently more than risky. With further economic stimulus packages and ultra-loose monetary policy, the conditions for stocks and precious metals are excellent. The share of the mining explorer Barsele Minerals offers enormous development opportunities due to the project of the same name.


    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") may in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.

    Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.

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    Der Autor

    Stefan Feulner

    Stefan Feulner

    The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
    He is passionate about analyzing a wide variety of business models and investigating new trends.

    About the author



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