December 16th, 2021 | 11:04 CET
Time for the rebound? HelloFresh, BYD, Troilus
When will the rebound finally come? Many investors are probably asking themselves this question these days. More minor recoveries are used to sell off, and sustainable positive development is stalled. Numerous shares from various sectors have lost significantly in recent days and weeks. DAX newcomer HelloFresh had disappointed with the outlook for 2022 but now receives backing from two analysts at once. BYD lost around 5% in value yesterday alone. The Chinese automaker has published ambitious sales targets for the coming year. Troilus Gold is unable to detach itself from the overall weak gold sector. At the same time, the CEO is optimistic about surprising positively with the upcoming resource update. All three companies could be ripe for a rebound if the stock market plays along.
time to read: 3 minutes
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Author:
Fabian Lorenz
ISIN:
HELLOFRESH SE INH O.N. | DE000A161408 , BYD CO. LTD H YC 1 | CNE100000296 , TROILUS GOLD CORP. NEW | CA8968871068
Table of contents:
"[...] Both the geology and the infrastructure around the project make for a very attractive cost structure. We expect to be able to produce at 50% of the current gold price. [...]" Bill Guy, Chairman, Theta Gold Mines Limited
Author
Fabian Lorenz
For more than twenty years, the Cologne native has been intensively involved with the stock market, both professionally and privately. He is particularly passionate about national and international small and micro caps.
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Troilus Gold - When is the update coming?
At Troilus Gold, investors are eagerly awaiting the next resource update. Justin Reid, CEO of the Canadian exploration company, recently expressed optimism in an interview that he would be able to surprise positively as part of the resource update and the pre-feasibility study. The project is located in the Canadian province of Quebec and covers 1,420 sq km. The mine extracted more than 2 million ounces of gold and 70,000 tons of copper from 1996 to 2010, until the former owner believed the mine had reached its limit - a misjudgment as has been shown. Troilus took over the mine in 2017. Since then, more than 150,000m have already been drilled. The initial resource estimate totaled 8.1 million gold equivalent ounces at a ratio of 85% gold to 15% copper. Since this valuation study (PEA), a good 81,000m more has been drilled. Then, in mid-October 2021, Troilus announced the extension of the PEA deposit by 300m with up to 4.9 g/t gold equivalent. The J-Zone also encountered up to 4.4 g/t gold equivalent. The program is currently running at full speed, with over 12,000m of drill material being recovered each month. Results are expected in the first half of 2022.
On its journey from explorer to gold producer, Troilus completed a financing round in June and subsequently had cash on hand of approximately CAD 53 million. The Company is currently valued at around CAD 137 million. It should be noted that the purchase of the mine in 2017 also included the acquisition of operational infrastructure. Troilus estimates its value at CAD 355 million. So if exploration continues to be so promising, the costs would be kept within limits until the start of gold production.
BYD on the trail of Tesla
Shareholders of Chinese stocks need particularly strong nerves at the moment. In addition to the generally depressed markets, companies are suffering because the Chinese government is tightening the reins more and more. Compared to technology stocks such as DiDi, Alibaba and others, BYD has held up well so far. But yesterday alone, the share of the Chinese car manufacturer went down. BYD has published ambitious goals in the field of electric mobility. In the coming year alone, it wants to increase sales figures in New Energy Vehicles (NEVs) - which include electric and hybrid vehicles - to a total of 1.1 million to 1.2 million vehicles. The total is split between around 600,000 pure electric vehicles and 500,000 to 600,000 plug-in hybrids. At least eight new NEV models are to contribute to the growth. BYD would then be only the second Company after e-pioneer Tesla to sell more than one million NEVs in a year.
HelloFresh: Analysts see over 50% share price potential
On November 15, the share price of HelloFresh was still above EUR 94. Since then, the Company has disappointed with a subdued outlook for 2022. In particular, investors and analysts had expected more in terms of adjusted EBITDA. As a result, the share of the DAX newcomer is now trading at just EUR 60. Too little, analysts think. Berenberg, therefore, renewed its buy recommendation yesterday. The price target is EUR 106. The investments of the cooking box supplier are groundbreaking for more growth and profitability in the future, the analysts say. The strategy will pay off in the medium term. Previously, Jefferies had already expressed an optimistic view. The analysts of the US investment bank had even slightly raised the price target for the HelloFresh share from EUR 109 to EUR 114 and confirmed the buy recommendation. The analysts do not believe that the adjusted operating margin (EBITDA) in the developed markets of around 20% should come under sustained pressure. In addition, HelloFresh will increasingly benefit from automation.
In the current stock market environment, numerous stocks are struggling. But the three stocks presented are ripe for a rebound. BYD is consistently pushing ahead with its expansion in the field of e-mobility. Troilus convinces with a full cash box and attractive valuation. Analysts remain convinced by HelloFresh, and the tightening Corona measures could boost the share of the cooking box supplier.
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