Close menu

December 16th, 2021 | 11:04 CET

Time for the rebound? HelloFresh, BYD, Troilus

  • Gold
Photo credits:

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 | 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:

    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.

    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.

    Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.

    The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered here. Please also note our Terms of use.

    Der Autor

    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.

    About the author

    Related comments:

    Commented by Fabian Lorenz on March 23rd, 2023 | 08:00 CET

    Gold to USD 3,000? Barrick Gold and Desert Gold profit. What is going on at Vonovia?

    • Mining
    • Gold
    • RealEstate
    • Inflation

    Will the price of gold rise to USD 3,000 per ounce before the end of the year? That is what investment professional Leigh Goehring thinks is possible. He is a managing director at Goehring & Rozencwajg, manages a commodity fund, among other things, and expects a "decade of inflation." If the forecast comes true, gold stocks will at least be an attractive portfolio addition. In addition to industry heavyweights like Barrick Gold, explorers can be worthwhile as leverage to the gold price. One such explorer is Desert Gold. The share of the Canadian company reacted yesterday with a price jump of over 10% to a project update. In contrast, the outlook for "concrete gold" remains challenging. Vonovia, for example, was once again downgraded by analysts despite the significant share price losses of recent months. At the same time, there are also positive comments.


    Commented by Armin Schulz on March 23rd, 2023 | 07:58 CET

    Manuka Resources starts gold production. Can Varta and K+S manage the turnaround?

    • Mining
    • Vanadium
    • Gold
    • fertilizer
    • Batteries

    On March 22, all eyes were on the FED decision. Will the balancing act between fighting inflation and stabilizing the banking system succeed? The collapse of Silicon Valley Bank and the difficulties of Credit Suisse have caused plenty of uncertainty. The result has been significant premiums in the price of gold and cryptocurrencies as people try to protect their money. But regardless of the interest rate decision, there is interesting news on companies that have been under pressure recently and are waiting for a turnaround. We take a look at three of those candidates today.


    Commented by André Will-Laudien on March 22nd, 2023 | 10:49 CET

    A new banking crisis in 2023? Deutsche Bank, Blackrock Silver, Commerzbank - Gold and Silver are back!

    • Mining
    • Gold
    • Silver
    • PreciousMetals
    • Banking

    Central bankers are currently in a huge dilemma. They should fight the price pressure with a tough interest rate policy and gradual withdrawal of liquidity. However, this increases the existing risk of recession and the danger of a new financial crisis worldwide. In fact, past interest rate restrictions have already left grinding marks in the US banking system because gigantic write-downs on price losses still lie dormant in the books of institutions that had believed in eternally low interest rates. After the collapse of Silicon Valley Bank and the forced takeover of Credit Suisse, uncertainty has again taken a stranglehold on the markets. Gold and silver reacted with a giant leap. We look at the current situation.