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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".


John Jeffrey, CEO, Saturn Oil + Gas Inc.

John Jeffrey
CEO | Saturn Oil + Gas Inc.
Suite 1000 - 207 9 Ave SW, T2P 1K3 Calgary (CAN)

info@saturnoil.com

+1-587-392-7900

Saturn Oil + Gas CEO John Jeffrey: "Acquisition has increased production by 2,000%"


25. May 2021 | 10:50 CET

ThyssenKrupp, SunMirror, Siemens Energy - Putting the energy transition in jeopardy

  • Commodities
Photo credits: pixabay.com

The pandemic issue is slowly fading into the background on the news pages. The energy transition is currently on everyone's lips again. Of course, the election campaign is beginning. The German Green Party positions itself and is calling for a complete switch to alternative energies. On its homepage, you can read the sentence: "We have a plan for the energy world of the future!" However, whether this plan has been thought through to the last point can be more than doubted. Phasing out climate-damaging coal and switching to completely alternative energies requires raw materials whose import is in no way guaranteed for the next few years due to scarcity.

time to read: 3 minutes by Stefan Feulner
ISIN: DE0007500001 , CH0396131929 , DE000ENER6Y0


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

Stefan Feulner

The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.

About the author


ThyssenKrupp - Restructuring underway

After the Federal Constitutional Court declared the Climate Protection Act partly unconstitutional at the end of April, the German government significantly tightened up the new climate targets. Germany now wants to be climate-neutral by 2045, five years earlier than planned. The already ambitious targets are tough on Germany as an industrial location with its not entirely unimportant steel industry. The sector is responsible for almost a third of all industrial CO2 emissions in Germany. Instead of reducing their CO2 emissions by 55%, companies now have to cut them by 65% by 2030. ThyssenKrupp is faced with a Herculean task and additional costs in the low double-digit billions. Management is therefore calling on policymakers not just to set new targets and make further announcements but to come up with a targeted strategy for achieving the best way of protecting the climate while at the same time maintaining competitiveness.

Fundamentally, the industrial Group was recently able to convince with its figures for the second quarter. Increased sales of industrial components and the recovery in the automotive sector helped the Essen-based Company increase sales by 4% to around EUR 8.6 billion, 4% more than a year earlier, and post an operating profit of EUR 220 million. The previous year had seen a loss of EUR 190 million. As a result of the positive developments, the Company increased its forecasts for the year. A double-digit sales growth is expected at the end of the fiscal year in September, and in terms of operating profit, CEO Merz envisages a mid-three-digit million euro figure.

The Supervisory Board gave the CEO the green light to press ahead with the spin-off of the steel operations from the Group as a whole. The declared aim is to make the steel division of the mining group, which is in crisis, competitive again under its own steam. The result could be a spin-off or an independent subsidiary with its own financing. A merger with other steel producers, on the other hand, would be out of the question. Despite the encouraging news, the share continues to consolidate in the EUR 9.50 range. After a tripling of the share price since November 2020, we await further developments.

SunMirror AG - On the pulse of time

The Swiss multi-asset manager SunMirror wants to answer where to get the essential and scarce metals to cope with the energy transition. The Company focuses on the strongest long-term growth drivers through new technologies, such as the renewable energy sector and the electrification of transport. By investing in unique and, due to high demand, rather critical commodity projects that include important industrial metals or rare earths, SunMirror aims to build a portfolio that is well equipped for the energy transition.

Currently, the Swiss Company operates three properties in Australia and focuses on gold in addition to lithium, tin, nickel and iron ore. Recently, the analysts of Sphene Capital attested the share further potential up to a level of EUR 174.30, an upside potential of more than 20% to the current price at EUR 149.

The successful placement of a EUR 10 million convertible bond with maturity until mid-2022 shows that the Company is fully in line with the trend. As the subscription price of CHF 70 is significantly below the current price, the entire amount should flow into the Company's equity after conversion. In addition, SunMirror reported a letter of intent from an investor, Barracuda Group, to subscribe to a capital increase of 1 million shares. The expansion of the portfolio is expected to accelerate after the successful capital increase. The issue hits the nail on the head.

Siemens Energy - The calm after the storm

Calm has returned to the Company's headquarters following the short-term suspension of the share price of its subsidiary Siemens Gamesa last week. Spanish media reported that the parent Company Siemens Energy wanted to take the Company off the stock exchange. Siemens Energy already owns 67% of the Group. The latter denied the report but did not rule out a future takeover.

The step would also be more than logical due to the upcoming restructuring. While Siemens Energy should expect interest in gas turbines to continue to flatten out in the future, the offshore wind power sector, where subsidiary Siemens Gamesa is the market leader, should remain in strong demand. From a chart perspective, the stock, which is currently trading at EUR 25.92, is on the verge of a buy signal. Overcoming the resistance at EUR 26.50 would result in a short-term potential of 20%.


Author

Stefan Feulner

The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.

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.


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