Strategy, Sranan Gold, BP: How to profit from Bitcoin, gold, and oil in 2025

Strategy – From software house to Bitcoin powerhouse

Strategy, formerly MicroStrategy, has completely left its roots as an enterprise software provider behind. Instead, the Company now dominates the market for publicly traded Bitcoin treasuries with over 628,000 coins held, representing approximately 3% of the future total supply. The second quarter significantly exceeded analysts' expectations, driven by the consistent accumulation strategy and rising Bitcoin prices. The majority of the Company's value is now based on these digital reserves. Classic software sales are stable, but are no longer the key value driver.

Strategy is using capital market instruments such as share issues, preferred shares, and bonds to make further Bitcoin purchases. The so-called 42/42 strategy aims to continuously expand holdings through 2027. Particularly noteworthy is the new STRC product, a variable preferred share explicitly designed as an alternative to money market funds. With monthly distributions and price stability mechanisms, it attracts liquidity-oriented investors. The capital flows directly into additional Bitcoin investments, thereby strengthening the balance sheet of all securities issued.

Strategy offers investors leveraged exposure to Bitcoin. Each common share currently represents approximately 198,500 Satoshis. However, this setup carries specific risks. A significant drop in the price of Bitcoin would jeopardize expansion plans. In addition, the Company finances ongoing interest and dividend payments through new issues. This cycle depends on continued market confidence. Management is focusing on strict cost control and only issue-related dilutions at attractive valuations. Investors here are less focused on classic corporate performance and more on a well-thought-out but volatile turbo version of Bitcoin. The share currently costs around USD 389.

Sranan Gold – Exploration in the promising Suriname project

Explorer investors should take a look at Suriname. Sranan Gold is rapidly advancing exploration of its Tapanahony project there. The 29,000-hectare concession is located in a historically gold-rich region where local small-scale miners have been active for decades. Their informal mining along a 4.5-kilometer trend provided clear indications that there is potential here. Previous owners such as IAMGOLD have already invested millions and left behind valuable data, including drilling with promising intervals such as 10 m with 5 g/t gold. Sranan is systematically building on this and combining historical knowledge with modern methods such as lidar measurements.

The foundation is already in place. The camp infrastructure and core storage facility are complete, and two of the Company's own drill rigs are ready for use. The initial 6,000 m program will start shortly in the prioritized target area "Randy's Pit." Recent samples from newly developed shafts up to 30 m deep by local miners confirm high-grade values of up to 76.6 g/t gold. This data will help the team led by Chief Geologist Dr. Dennis LaPoint to plan drill directions with precision. A prospecting program is running in parallel to test the mineralization beyond existing pits. A local laboratory will enable rapid assay results.

Sranan's management is crucial. LaPoint was instrumental in discoveries such as the Merian Mine. Together with CEO Oscar Louzada, the leadership duo brings over 30 years of Suriname experience and excellent local connections to the table. The latter speaks fluent Dutch, has stable community relations and administrative expertise. This speeds up work on site and minimises operational risks. Their stated goal is to define a multi-million-ounce deposit through targeted drilling. The geological similarity to successful neighbouring projects such as Founders Metals underscores the potential. The next drilling results will demonstrate whether the indicators from surface findings and historical data scale to depth. The share is currently trading at CAD 0.51.

BP – Strong dividend payer with question marks

BP remains an exciting candidate for dividend hunters. The British energy giant scores with an attractive dividend yield of around 6% and a clear goal of increasing its dividend annually above inflation. Regular share buybacks are also a plus. BP's operations shine with high refinery utilization of over 95% and low production costs. Strict portfolio management focuses on profitable core businesses. Disciplined cost management and an ambitious project portfolio, with ten new major projects set to add 200,000 barrels per day of production by 2027, underscore the Company's growth ambitions.

However, the challenges cannot be overlooked. BP's heavy dependence on oil and gas makes it vulnerable to commodity price fluctuations. At the same time, regulatory pressure is growing, particularly in Europe, and ESG concerns could limit its room for maneuver. The Company is currently under scrutiny from shareholder activists. They are pushing for more radical cost cuts, even though the USD 5 billion initiative is already underway. At the same time, strategic decisions such as the recent withdrawal from a major hydrogen project in Australia underscore the Company's realignment. The discovery of a large oil and gas field off the coast of Brazil highlights the Company's exploration skills, but also ties up capital in traditional sectors.

The quarterly figures showed adjusted net income of USD 2.35 billion. Operating cash flow rose to USD 6.27 billion. The combined distribution through dividends and buybacks targets long-term returns of around 10%. However, the current price-to-earnings ratio (P/E) of over 12 is well above the historical average and reflects increased expectations. BP is attractive for dividend fans, but those betting on strong price growth are likely to be disappointed given the moderate earnings expectations and high market dependence. The stock is currently trading at EUR 4.743.

In volatile markets, Strategy, Sranan Gold, and BP offer contrasting but promising opportunities. Strategy dominates as a leveraged Bitcoin proxy with its aggressive accumulation strategy, but is heavily dependent on crypto prices. Sranan Gold is rapidly advancing exploration in Suriname and could become a multiplier with successful drilling in the historic gold region. BP is a convincing dividend anchor with high payouts and operational strength, but struggles with its reliance on fossil fuels and regulatory pressure. For risk-tolerant investors, all three companies are worth a closer look – as a turbo, explorer, and dividend pillar in the current market environment.