Menu

Recent Interviews

Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
CEO | Clean Logistics SE
Trettaustr.32, 21107 Hamburg (DE)

info@cleanlogistics.de

+49-4171-6791300

Interview Clean Logistics: Hydrogen challenge to Daimler + Co.


Matthew Salthouse, CEO, Kainantu Resources

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

info@krl.com.sg

+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)

info@troilusgold.com

+1 (647) 276-0050

Interview Troilus Gold: "We are convinced that Troilus is more than just a mine".


29. June 2021 | 12:37 CET

Siemens Energy, QMines, AUTO1 Group - Watch out: invest in the best stock market newcomers!

  • Gold
Photo credits: pixabay.com

IPO underpricing measures the difference between the price subscribers have to pay for new issues, i.e. the issue price and the prices then traded on the stock exchange. This phenomenon was first addressed in studies some 50 years ago. In sum, IPO underpricing exists worldwide. However, depending on the market phase, country and market capitalization size, this effect can look very different. It is, therefore, wrong to conclude that every IPO is a success. We separate the wheat from the chaff. Which stock is a clear buy?

time to read: 3 minutes by Carsten Mainitz
ISIN: SIEMENS ENERGY AG NA O.N. | DE000ENER6Y0 , QMines | AU0000141533 , DE000A2LQ884


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

 

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


Siemens Energy - Analysts see 40% upside potential

Siemens Energy was created through a spin-off from Siemens AG last year. Since the IPO on September 28, 2020, the parent company still owns 35.1%, and Siemens Pension-Trust e.V. still owns 9.9% of the spin-off. The first traded price was EUR 22.01; currently, the shares are trading at around EUR 25.50. The DAX-listed Group is thus valued at EUR 18.6 billion. Since the IPO, the shares have traded in a range of EUR 18.37 to EUR 34.49.

Siemens Energy is active worldwide along almost the entire energy value chain and employs around 91,000 people. Its product range includes gas turbines, steam turbines, generators, transformers and compressors. With a 67% stake in Siemens Gamesa Renewable Energy, Siemens Energy is also one of the global market leaders in the renewable energy sector. Siemens Gamesa is one of the largest wind power producers globally and recently reported a jump in profits.

The list of Siemens Energy's strategic initiatives and cooperation is immensely long and includes Salzgitter, RWE, Uniper and the Japanese Mitsubishi Group. The Company is still in the red. But already in the next fiscal year, according to analyst consensus, the Company will generate sales of EUR 30.2 billion and make a profit. The 2022 P/E ratio is currently 32, which is a high value, but it will drop noticeably in subsequent years. Experts forecast a net cash position of EUR 3 billion for the coming fiscal year. On average, analysts attest the stock an upside of a good 40% to EUR 36.

QMINES LIMITED - Significantly undervalued compared to competitors

At the beginning of May, QMines, the Australian-based exploration company, made its stock market debut on the ASX for AUD 0.30 per share. Its flagship project is Mount Chalmers, a high-grade historic copper and gold mine. The project has an existing resource and several high-priority exploration targets that offer significant growth potential. The Company has planned an aggressive exploration program to test a number of these targets, increase the existing resource, and enhance shareholder value. In addition, the Company owns three other projects.

At the end of May, the Company published excellent drill results on the main Mount Chalmers project. In total, the first test bores were carried out over almost 1,600m. Maximum values ​​of 13.4% copper, 6.1 g/t gold and 31 g/t silver were found. Further drilling over 3,000m was started. The share price subsequently jumped significantly but is currently back within sight of the IPO price of AUD 0.30 at AUD 0.34. The good drilling results increase the probability that the official resource estimates will be significantly higher in the medium term. With a market capitalization of AUD 38 million, the stock is not expensive, given the potential. Analysts believe that the stock is significantly undervalued compared to its competitors and believe that the shares have a potential upside of around 50%!

AUTO1 GROUP SE - Putting more horsepower on the road

At the end of February, the leading European digital automotive platform for online buying and selling used cars entered the scene. Through its established platforms: wirkaufendeinauto.de, AUTO1.com and Autohero, AUTO1 Group offers consumers and professional car dealers throughout continental Europe a quick and easy way to sell and buy used cars without time-consuming price negotiations. The Group is present in more than 30 countries with more than 80 brands and all price categories. Analysts forecast sales of EUR 4.1 billion for the current fiscal year, rising to EUR 5.7 billion in 2022. The Group will still be in the red in both 2021 and 2022. However, this does not stop analysts from granting the share an average upside potential of a good 50% to EUR 54.50.

Recently, the Company announced an innovative expansion of its financing mix with the issue of a digital bond as a security token offering (STO). According to the Company, this is the first STO in the German automotive sector. The offering has a maximum volume of EUR 4 million with a one-year maturity and an interest rate of 5% per annum. Professional investors only can subscribe to the digital bond with a minimum subscription amount of EUR 200,000. With this instrument, the Group provides vehicle dealers with liquidity by enabling them to finance the purchase of cars through to resale to the end customer. Everything is mapped digitally. The share is currently trading at around EUR 35, with a market capitalization of EUR 7.4 billion. The first traded price was just under EUR 46. Interim conclusion: Thanks to empirical capital market research - exceptions prove the rule!


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.


Related comments:

22. October 2021 | 13:23 CET | by Stefan Feulner

Infineon, Sierra Grande Minerals, Xiaomi - New attack

  • Gold

2020 shows an extreme increase in government debt in the Eurozone. Due to the Corona Crisis, the ratio of public debt to gross domestic product increased to 90.7%, according to the Eurostat statistics agency. The situation worsened further in the crisis countries, especially in Greece. There, the debt-to-GDP ratio was 205.6%, followed by Italy with 155.8% and Portugal with 133.6%. There is no end in sight to this spiral. In the long term, however, investors can protect themselves by investing in the precious metals sector.

Read

19. October 2021 | 13:13 CET | by Nico Popp

Plug Power, Central African Gold, Newmont: The best of both worlds

  • Gold

The risk appetite is back! Especially in the past week, shares around hydrogen and electromobility have climbed rapidly again. Even hydrogen stocks of the first hour were again kissed awake by the market. We highlight Plug Power, one such share, and list shares that tech-savvy investors can add to their portfolios.

Read

19. October 2021 | 13:06 CET | by Stefan Feulner

Steinhoff International, Osino Resources, Nordex - Best conditions

  • Gold

Despite concerns about a possible real estate crash in China as well as continued high inflation and investors' fears of demonetization, global indices pushed up again last week and are preparing for another assault on new all-time highs. In addition, strong business figures for the third quarter from the US supported the stock market barometers. The DAX also started the number season with good guidance from the software giant SAP.

Read