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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".


15. April 2021 | 07:33 CET

SunMirror, 88 Energy, Gazprom - Commodity prices pick up

  • Commodities
Photo credits: pixabay.com

US oil reserves are shrinking, and at the same time, demand forecasts are being revised upward by OPEC and the International Energy Agency. The reason for this is the assumption that the Corona pandemic will calm down in the current year and will ultimately lead to an increase in global oil demand.
In general, commodity prices are picking up on the expectation of an economic recovery. Thus, gold has also left the lows of 2 weeks ago and is currently struggling to break the critical USD 1,750 mark. The first attempt was rejected.

time to read: 2 minutes by Armin Schulz
ISIN: CH0396131929 , AU00000088E2 , US3682872078


Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG
"[...] China's dominance is one of the reasons why we are so heavily involved in the tungsten market. Here, around 85% of production is in Chinese hands. [...]" Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG

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


SunMirror AG - Successful placement of convertible bond

SunMirror AG is committed to implementing lean processes through its holding structure, enabling the Company to react quickly to trends in the commodity markets.

SunMirror's portfolio includes iron ore, gold, cobalt, copper, lithium, nickel, rare earths and tin. The tin sector, in particular, is extremely interesting at the moment, as the conflict in Myanmar continues to smolder with no end in sight. Already in 2020, China bought half of the world's tin supply. Since the crisis in Mynamar, the price of tin has increased by about 70%. SunMirror owns a property in Australia, 23 km northeast of Marble Bar, where lithium, tantalum and tin were mined until 1986. However, since this was done by simple artisanal means, one suspects great potential in this area.

On April 12, 2021, SunMirror raised fresh capital of USD 10 million through the placement of a convertible bond. If the exploration of the area mentioned above is successful, then there is enough capital to start mining lithium, tin and tantalum again. One can look forward to further company news.

88 Energy Limited - High-risk investment with a great opportunity

A stock that is currently much discussed on Reddit is 88 Energy Limited. Within a few weeks, the share price jumped over 900%, driven by news, reaching a high of USD 0.0919 on April 5. After that, there were problems with the exploration well and the price collapsed to USD 0.011.

On April 12, 2021, the Company published an update. The sidewall cores taken in the Merlin-1 drill hole were analyzed on the surface before being sent to the laboratory for further analysis. Tests were taken in white and ultraviolet light to tease out fluorescence. Fluorescence is considered an indicator of the presence of oil. In the published photos, the fluorescence is clearly visible.

David Wall, the CEO of 88 Energy, sees the cores' tests as further evidence of the presence of oil. A list of expected results is to be published in the coming days. From today's point of view, it is safe to say that no oil has been found so far and that it will probably be necessary to wait until next winter in Alaska before drilling can continue. Should oil be found, 645 million barrels of potential have been promised.

Gazprom - Light and shadow

The news at Gazprom is literally overflowing. Let's start with the bad news. On April 13, 2021, it became known that Defense Minister Annegret Kramp-Karrenbauer (AKK) is said to have signaled a concession to the US on the Nord Stream 2 pipeline from Russia to Germany. The US has been trying to prevent the completion of the pipeline for some time. AKK wants to regulate the purchase of gas from Russia and make it dependent on Russia's behavior, among other things.

Now for the good news: On April 12, 2021, the feasibility study for the possible new pipeline between Russia and China via Mongolia was approved. The new pipeline is to be called Power of Siberia 2. The study is expected to be completed by the end of the year.

On April 14, 2021, we also heard from Russia that Gazprom plans to distribute half of its net profit to shareholders. That is equivalent to about USD 0.3176 per ADR share. As a result, the share gained more than 6%.


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:

19. October 2021 | 13:44 CET | by Fabian Lorenz

Barrick Gold, Standard Lithium, GSP Resource: Commodities booming

  • Commodities

Copper, lithium and oil are just a few examples of commodities whose prices are going through the roof. The shares of the producers of these commodities are benefiting as a result. In addition, there is now often a takeover fantasy. This applies, for example, to Standard Lithium. The US explorer has now also published positive data for its project. It also applies to GSP Resource. At least as far as drilling results and takeover fantasy are concerned. The share price, on the other hand, still has room for improvement. The same applies to Barrick Gold. The Q3 figures were convincing, with the gold company earning brilliantly on every ounce, but the shares are trading close to the year's low.

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05. October 2021 | 11:40 CET | by Fabian Lorenz

BioNTech, Varta, Sierra Grande Minerals - Is the countermovement coming?

  • Commodities

The BioNTech share was under intense pressure in the past trading week. But even at the start of the week, the bulls could not prevail with a countermovement. There is also good news from the new German biotech star. Ripe for a rebound are also the shares of Varta and Sierra Grande. At Varta, the presentation of Apple's new Airpods could herald a share price recovery. Sierra Grande is suffering from weak precious metal prices. The Company has just published positive drilling results. Investors could soon look forward to rising prices for all three shares.

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10. September 2021 | 13:50 CET | by Carsten Mainitz

Sierra Grande Minerals, Barrick Gold, Sibanye Stillwater - Tempting valuation levels

  • Commodities

Patience is a virtue. Especially on the stock market, investors are often required to be patient. Why do rising prices take so long to materialize, even though the relevant facts are already on the table? One or the other investor who has invested in commodity shares has undoubtedly experienced this or a similar situation. But those who take a longer-term view and make the proper sense of the relevant framework conditions that determine supply and demand will be successful. Precious metals have proven to be a protection against inflation over long periods of time. Various raw materials such as copper and lithium are experiencing rising demand as a result of electromobility. These three stocks offer opportunities.

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