Menu

Recent Interviews

Humphrey Hale, CEO, Managing Geologist, Carnavale Resources Ltd.

Humphrey Hale
CEO, Managing Geologist | Carnavale Resources Ltd.
Level 2, Suite 9 389 Oxford Street, WA 6016 Mount Hawthorn (AUS)

info@carnavaleresources.com

Interview Carnavale Resources: Good cards for long-term success


Bill Guy, Chairman, Theta Gold Mines Limited

Bill Guy
Chairman | Theta Gold Mines Limited
Level 35 (ServCorp), Intl Tower One 100 Barangaroo Ave, 2000 NSW Australia (AUS)

info@thetagoldmines.com

+61 2 8046 7584

Interview Theta Gold Mines: This team has already brought 20 mines into production


David Mason, Managing Director, CEO, NewPeak Metals Ltd.

David Mason
Managing Director, CEO | NewPeak Metals Ltd.
Level 27, 111 Eagle Street, QLD 4000 Brisbane (AU)

info@newpeak.com.au

+61 7 3303 0650

Interview New Peak Metals: Many chances for great success


31. May 2021 | 09:29 CET

Steinhoff, Osino Resources, Barrick Gold - From gambler stocks to gold pearls

  • Gold
Photo credits: pixabay.com

What is the best way to invest your money? Opinions are divided on this question. Some want to make a quick profit and are prepared to accept significant losses to do so. But this path is psychologically complex for most people to cope with. Then there are the growth-oriented ones, who are willing to take calculable risks and make bigger profits. The last group invests conservatively and wants to build up a passive income over the long term through dividends. They shy away from risk. In line with this categorization, we have picked out 3 stocks today, taking into account the title of the Frankfurter Allgemeine Zeitung: Has the commodity super cycle begun?

time to read: 2 minutes by Armin Schulz


Nick Mather, CEO, SolGold PLC
"[...] We knew the world was rapidly electrifying and urbanising and needing significant amounts of copper to do so. [...]" Nick Mather, CEO, SolGold PLC

Full interview

 

Author

Armin Schulz

Born in Mönchengladbach, he studied business administration in the Netherlands. In the course of his studies he came into contact with the stock exchange for the first time. He has more than 25 years of experience in stock market business.

About the author


Steinhoff - It remains exciting

For months, the question has been discussed whether Steinhoff will succeed in putting the accounting scandal behind it, which almost brought the Company down. The Company is still in the process of restructuring, and accounting freedoms are being used very cleverly. The Pepco investment was successfully placed on the Warsaw Stock Exchange and floated. In addition to proceeds of around EUR 900 million, the value of the investment in Steinhoff's books was significantly adjusted upward.

Another important role in the settlement negotiations with creditors is the subsidiary Pepkor, which covers 50% of the receivables. In April, a real estate deal between Steinhoff International Holding and Pepkor was rubber-stamped, with Steinhoff reporting a bottom-line book gain of about 50% on the previous Pepkor valuation. Pepkor's numbers were substantial in both revenue, +8.1%, and operating profit, +18.5%.

Shareholders are currently waiting for June 4, when the court in Amsterdam will address the Hamilton and Lancaster motions. Steinhoff, therefore, remains a hot bet that should only be taken by very speculative investors. If Steinhoff gets back on its feet, larger price jumps beckon, but a total loss is also possible.

Osino Resources - Great potential

Osino Resources is led by an experienced management team that sold the then Namibia project Auryx Gold to B2 Gold for USD 160 million in 2011. The new project area is 6,577 km² and the current main project is named Twin Hills. It is located north of the country's capital and benefits from good infrastructure and a mining-friendly government.

Following the initial discoveries at Twin Hills, accelerated project development was decided for 2021, as there are already two producing gold mines nearby. On May 26, the Company announced that 32,893m of 42,000m of in-fill holes have already been drilled. Of the planned 25,000m of exploration drilling, 17,889m has already been completed. Gold up to 2.66g per ton has been detected. More than 130 assay results are still pending and these should be available in two months at the latest.

The Company has a large exploration pipeline, and Twin Hills is just the beginning. The shareholder structure can also be seen as a plus: 34% are in institutional hands, 38% are held by insiders and only 28% by retailers. In addition, the gold price is currently rising. Anyone who wants to invest in gold is certainly in good hands here in the long term.

Barrick Gold - Profits from high commodity prices

Barrick Gold, one of the world's largest gold producers, announced its first-quarter 2021 results on May 5. The Company increased its profit by 78%. Revenue for the first quarter was nearly USD 2.96 billion, an increase of 8.8%. Due to high gold and copper prices, January-March 2021 net income was USD 507 million, up from USD 285 million year-on-year.

Gold production declined 12% to 1.1 million ounces. Despite this, production targets for 2021 are expected to be met. The Company improved on many ESG metrics and the Porgera project may resume operations. There were also some promising drill results from the exploration program.

As icing on the cake, in addition to a quarterly dividend of USD 0.09, shareholders will receive one-third of the USD 750 million capital return distribution of USD 0.14 per share. The record date for receiving this special distribution was May 28. Barrick Gold's stock has broken the downward trend of consolidation and will certainly see higher prices as gold and copper prices rise.


Author

Armin Schulz

Born in Mönchengladbach, he studied business administration in the Netherlands. In the course of his studies he came into contact with the stock exchange for the first time. He has more than 25 years of experience in stock market business.

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:

18. June 2021 | 14:39 CET | by André Will-Laudien

Carnival, TUI, Desert Gold - A total upswing or is it all over again?

  • Gold

It is probably one of the strangest travel waves since we could remember. For months we Germans could not leave our own country's borders without great effort; the ski season in 2020/21 fell victim to the COVID pandemic almost completely. Now we experience amazingly low incidences, which probably would have come even without lockdown...but let's take that as a given because some action had to be taken as public proof of action, after all. Now travel is possible again with good conditions for the vaccinated and a bit more cumbersome for recovered, healthy and non-vaccinated. Exciting to observe: How are the travel companies doing now?

Read

18. June 2021 | 11:34 CET | by Stefan Feulner

Bayer, White Metal Resources, Barrick Gold - Trendsetting news

  • Gold

At Federal Reserve's meeting, runaway inflation was the topic par excellence. With US consumer prices up 5% in May, market participants assumed at least an announcement of a pullback in bond market volume. However, an interest rate hike, which would actually be necessary for price stability, is not considered before 2023, according to FED Chairman Jerome Powell. Thus, through the continued ultra-loose monetary policy, he refers to the attitude that economic growth and a rising stock market are more important than low inflation.

Read

16. June 2021 | 11:59 CET | by Armin Schulz

Barrick Gold, Triumph Gold, Bayer - is a golden summer coming?

  • Gold

An old stock market adage says: Sell in May and go away. In German: Sell your positions; in summer, the market will consolidate. There was a slight correction at the beginning of May, but the DAX has been climbing since then. It is currently trying to reach the 16,000 point mark. The price of gold recently traded above USD 1,900 for the first time again, which can certainly be understood as a sign that investors want to secure their money from inflation. While the US Federal Reserve emphasized that it does not want to take any countermeasures for the time being, the US Treasury Secretary Yellen recently surprised with the statement that higher interest rates would be good for the United States. It remains exciting. There is the possibility of a golden summer on the markets.

Read