Close menu

September 16th, 2021 | 12:45 CEST

Triumph Gold, First Majestic, Varta - Inflation is getting worse than we think - How to safeguard your assets!

  • Gold
Photo credits:

Inflation in the US eased slightly in August from July's 5.4% to 5.3%. Nevertheless, this is a high value. It would be premature to derive a trend reversal from this. Far more dramatic are the rates of inflation in wholesale prices in Germany. As the Federal Statistical Office recently reported, these rose by 12.3% year-on-year in August. It was the most substantial increase since October 1974, during the first oil crisis. Investors should invest in tangible assets such as shares, real estate, commodities, or precious metals to protect their assets. Who offers the best risk-reward ratio?

time to read: 3 minutes | Author: Carsten Mainitz

Table of contents:

    Bill Guy, Chairman, Theta Gold Mines Limited
    "[...] 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

    Full interview


    TRIUMPH GOLD CORP - Completed drilling program highlights potential

    The Canada-based exploration company focuses on advancing its Freegold Mountain project, located in the mining-friendly Yukon and covering 200 sq km. The area is 100% owned by Triumph Gold and is located in the Dawson Range copper-gold belt. The property hosts three mineral deposits, Nucleus, Revenue and Tinta Hill. The Company also owns 100% of the Big Creek and Tad/Toro copper-gold properties near the Freegold Mountain project.

    Recently, the Company announced the completion of a 19-hole, 6,615m diamond drilling program on the Freegold Mountain property in the Nucleus and Revenue areas. In advance of the campaign, the Company had completed an extensive study with Minerva Intelligence. This study involved the use of DRIVER artificial intelligence software. The analysis showed new gold and copper mineralization on Nucleus. Final assay results from the drill core are expected periodically in September and October.

    Preliminary results confirm two intersecting styles of mineralization forming the Nucleus gold-silver-copper deposit and an intersection of sulphide replacement and epithermal mineralization near the regional South Big Creek fault. New mineralization was also intersected southeast of the Nucleus resource area.

    "Triumph Gold has used enhanced deposit and geophysical modeling along with AI vectoring to identify and target under-explored areas of the Freegold Mountain project. We are very pleased to receive assay results confirming drill core observations from all areas, including newly identified mineralization intersected to the south and east of Nucleus," said Jesse Halle, VP Exploration at Triumph Gold.

    Investors can eagerly await further news, which should then include final evaluations. Preliminary data is positive and confirms the potential of the project. With a market capitalization of CAD 22 million, the Company is definitely worth a closer look.

    FIRST MAJESTIC SILVER CORP - 2022 should also be a record year

    With this year's acquisition of the US gold mine Jerritt Canyon, the situation of the silver producer, which was focused exclusively on Mexico until then, has improved significantly. The Canadians still have the goal of becoming the largest silver producer in the world. The new US asset has dramatically increased the profitability of the group.

    As CEO Keith Neumeyer recently detailed at the Gold Forum Americas 2021, 2021 will be a record year. The Company leader expects 2022 to be even better. Neumeyer based his confidence on further production expansion and the expectation of rising precious metals prices. In particular, he is bullish on silver. Because in his opinion, the ever-increasing demand from the areas of electromobility and solar will lead to a medium-term price increase. Analysts believe the title has an average price potential of 30%.

    VARTA AG - Several negative factors: 4-month low marked

    The share of the South German battery manufacturer has marked a new multi-month low in recent days. Prices around EUR 120 were last called four months ago. In particular, the current Apple figures have put the Varta share certificates under pressure, as Apple did not announce a new AirPod model as expected. Varta is a supplier to the US. The subsidiary VARTA Microbattery is already an innovation leader in micro-batteries and one of the market leaders in hearing aid batteries. Varta is also aiming to become the market leader in lithium-ion batteries for wearables, especially hearables.

    A few months ago, the group also announced its intention to enter the electromobility market with large-format batteries. In addition to an unfavorable chart situation of the share, the recent coverage by Bankhaus Metzler with a rating of "Sell" and a price target of EUR 106 caused some disruptive fire. According to the analysts, the growth story of the battery manufacturer is fading. While there is a growing demand for batteries for wireless headphones, prices are coming under pressure in the face of increasing competition.

    Investing in equities is the right response to rising inflation. Those looking to benefit from higher prices for precious metals and copper and looking away from established producers should look at the share of Triumph Gold. The share of First Majestic Silver is also interesting. In the case of Varta, the risks outweigh the rewards.

    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

    Carsten Mainitz

    The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

    About the author

    Related comments:

    Commented by Stefan Feulner on May 18th, 2022 | 11:37 CEST

    Barrick Gold, Desert Gold, Newmont - Golden times

    • Gold

    The situation with gold is more than paradoxical at the moment. On the one hand, the Ukraine war is raging with the threat of spreading to other countries. On top of that, inflation rates are jumping to levels the world has not seen in more than 30 years. As the icing on the cake, the Zero-Covid lockdowns in China are hampering supply chains that are already broken. Gold should therefore explode. However, the reality is different. The precious yellow metal is currently struggling to reach the USD 1,800 per ounce mark. However, the crisis currency is likely to prevail in the long term and pave its way above new highs.


    Commented by Fabian Lorenz on May 12th, 2022 | 11:12 CEST

    BioNTech, BYD and Desert Gold: Shares for the rebound

    • Gold
    • Electromobility
    • Biotechnology

    Is the rebound coming? After the heavy price losses of recent days and weeks, the market seems ripe for a countermovement. However, this would require a little more volume in the market. But then, especially companies that have not disappointed operationally should profit. BioNTech, for example, belongs to this group. The Company has published convincing figures, and analysts see up to 50% price potential. BYD's share price should also pick up speed again. Finally, the rapid shift to electric pureplay seems to be succeeding and HSBC has raised the price target. Gold was not a safe haven in the current correction. But it is worth looking at bombed-out stocks here as well. Desert Gold Ventures is one of them. The explorer has started a new drill program and secured financing.


    Commented by Armin Schulz on May 6th, 2022 | 10:43 CEST

    Barrick Gold, Edgemont Gold, Rio Tinto - Are gold stocks taking off again?

    • Gold

    With the start of the Ukraine crisis, the gold price skyrocketed, but since March 8, we find ourselves in a consolidation. The 200-day line is currently holding, and it could go up again from here. But let's look at the reasons for the weakness in the gold price. On the one hand, there is the strong dollar, which naturally puts pressure on the gold price, and on the other hand, bond yields in the US are climbing again. After the FED announced on May 4 that it would not raise interest rates by more than 0.5 percentage points, which was originally feared, the gold price jumped again. Demand for physical gold remains high. We look at three companies in the gold sector.