Gas
Commented by Juliane Zielonka on January 27th, 2023 | 11:45 CET
Commodity stocks pick up, Saturn Oil + Gas, RWE, BASF - Forward-looking with high returns
Central and Northern Europe are firmly enveloped in wintry temperatures. BASF AG's balance sheet is just as frosty as the current weather because its subsidiary Wintershall Dea is no longer doing business with Russia. The consequence for BASF is a minus of EUR 1.4 billion. Business is entirely different for RWE, with the figures exceeding analyst expectations. Thanks to the commodity trading division, the Company is doing exceptionally well, so DZ Bank has set RWE at "Buy" with a fair value of EUR 53 per share. Valuable raw materials such as oil and gas are extracted by the Canadian company of the same name, Saturn Oil & Gas. Thanks to a new takeover, their production potential has increased by a whopping 140%.
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Commented by André Will-Laudien on January 11th, 2023 | 12:56 CET
Hydrogen versus oil and gas in 2023 - Uniper, Saturn Oil + Gas, Nel ASA, Plug Power? The 150% chance!
The example of Uniper shows how quickly a misguided energy policy can backfire. For years, the German government had relied on cheap gas from Russia, even co-financing a brand-new pipeline, but then came the political end. With the Ukraine war, the eastern gas source dried up, and several billion euros invested in destroyed pipelines will never be seen again. Uniper, the biggest gas importer, had to be saved from bankruptcy. In addition to the sharp rise in supply costs, the German citizen now has to bear the additional debt of almost EUR 50 billion for the Uniper bailout. It could not have come at a worse time. Who are the secret winners?
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Commented by Juliane Zielonka on January 2nd, 2023 | 11:49 CET
Tocvan Ventures, BASF, BYD - These companies are set to scale up
Gold is a key ingredient in the telecom industry. If Apple scales up its iPhone and iPad production in India with partner BYD, the demand for gold will increase immensely. Canadian explorer Tocvan Ventures specializes in exploring and mining gold sites in Mexico. After successfully exploring the area in the "Pilar Project", the Company is going to the next round. Analysis of the percentage of gold in the current drilling is pending. Things could also be looking up again for BASF. Subsidiary Wintershall Dea has discovered a hot commodity in the Norwegian Sea.
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Commented by Fabian Lorenz on December 28th, 2022 | 08:05 CET
Outperformer stocks in 2023? BioNTech, Steinhoff, Saturn Oil + Gas, K+S
Will energy stocks continue to be outperformers in 2023? In any case, in 2022, MSCI World Energy clearly outperformed MSCI World. In the case of individual stocks, Shell, for example, has gained over 45% in the current year. Jefferies recommends the stock as a buy with a target price of GPX 3100 (pence). Warren Buffett has also invested billions in the oil sector in 2022. Chevron and Occidental Petroleum are among Berkshire Hathaway's seven largest holdings. Energy, after all, is likely to be in demand in 2023. Those looking to bet on a laggard should look at Saturn Oil & Gas. The Canadian oil producer faces a milestone in 2023, and analysts see over 200% upside potential. BioNTech enters the new year with solid newsflow. And what is Steinhoff doing after the horror news?
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Commented by Nico Popp on December 12th, 2022 | 11:21 CET
Oil price shock! Money is made here: Shell, Saturn Oil + Gas, Siemens Energy
OPEC+, i.e. the oil cartel plus other oil-producing countries such as Russia, Oman, Kazakhstan and Mexico, cut oil production a few days ago. Viennese economist Franz Wirl believes the measure is too drastic. He and other observers suspect that OPEC+ wants to cash in again, given an impending recession. What role does the OPEC+ decision have for the oil price, and which stocks can profit? We provide answers!
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Commented by Armin Schulz on December 7th, 2022 | 09:50 CET
TotalEnergies, Saturn Oil + Gas, Shell - Energy shares as a booster for the portfolio
Now it is here, the oil embargo against Russia. The oil price was volatile before, and now with the new sanctions, it could get even more chaotic. The International Energy Agency fears that Russia could significantly reduce its oil production. That would cause the supply on the market to drop sharply and the oil price to rise. If there is a global recession, this will reduce demand, but due to the steadily increasing population, the need for oil continues to grow. As of November, there are 8 billion people living on our planet. The supply of oil will remain important in the coming years. We, therefore, take a look at three companies in the sector.
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Commented by Juliane Zielonka on November 24th, 2022 | 14:14 CET
Rheinmetall, Saturn Oil + Gas, Amazon - These shares are growing in the face of crises
Tech groups like Amazon are laying off 10,000 employees to get back on track. Shareholders will be happy, and Amazon's Alexa department employees should quickly sign up with Indeed. The department is posting the biggest losses in 2022. Rheinmetall AG is off to a good start through the crisis. Thanks to the "ring swap" deal, the Düsseldorf-based company is now supplying the Greeks with fresh tanks. In turn, the Greeks give their Soviet-designed tanks to Ukraine's soldiers. Rheinmetall's share price has risen by 127.14% since the beginning of the year. Also among the crisis winners is Saturn Oil & Gas. With its numerous active oil drilling projects, investors have a broadly diversified portfolio at their disposal.
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Commented by André Will-Laudien on November 1st, 2022 | 12:26 CET
Halloween of energy prices: Shell, BP, Saturn Oil + Gas, Nel ASA - Is this the peak yet?
It sounds ambitious! To completely transform Europe in terms of energy supply, the European Union would need to invest a good EUR 300 billion in alternative energy sources, infrastructure and raw material supply contracts by 2030. By 2021, Germany alone was importing 45% of its fossil fuel energy from Russia, its valued partner until then. After the invasion of Ukraine, this business partner will likely be taken off the list. But this also means that the very favorable sources for Central Europe will no longer be accessible. So prices for electricity, heating and mobility will remain high. Which stocks can benefit from this scenario?
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Commented by Fabian Lorenz on October 27th, 2022 | 10:14 CEST
Buffett loves oil stocks: BP, Shell, Saturn Oil + Gas, K+S
Warren Buffett loves oil stocks. This year, he has invested billions in the industry. Chevron and Occidental Petroleum are among Berkshire Hathaway's seven largest holdings, and together they are even number two in the portfolio after Apple. Buffett likes business models with high cash flows and stable demand. And oil stocks offer both. This also fits with the statement by Goldmann Sachs that despite the high investments in renewable energies, the share of fossil energy has remained stable above 80% in the last 10 years. If you want to do it like investor legend Buffett, you should look at oil stocks such as BP, Shell or the almost ridiculously cheaply valued Canadian newcomer Saturn Oil & Gas. However, the German K+S is also hooked on oil, and the share is trending friendly.
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Commented by Juliane Zielonka on October 21st, 2022 | 10:01 CEST
RWE, Saturn Oil + Gas, Shell - Accompany the energy turnaround with these shares
Temperatures are dropping in Central and Northern Europe, but investor sentiment remains heated in the ongoing debate on the energy transition. Those who want to invest in sustainable companies would do well to take a close look at which fossil and renewable energies are currently being used and are enabling companies to generate growth and profits. RWE is betting on solar in the US, Saturn Oil & Gas from Canada is ensuring an increase in fossil energies for global economic supply, and Shell is going on a buying spree for natural gas. Read the background here.
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