Close menu

August 2nd, 2021 | 13:41 CEST

Triumph Gold, Steinhoff, Meyer Burger- Pennystock power for the portfolio!

  • Gold
Photo credits:

It is unmistakable that we are at the beginning of high inflation. Even if the central banks want to make us believe that this is only a temporary phenomenon and not that bad - it is bad. Investors can protect their assets by investing in tangible assets such as shares, real estate or precious metals. For those who want a more speculative admixture, the following three stocks are attractive. Who is the outperformer?

time to read: 3 minutes | Author: Carsten Mainitz
ISIN: TRIUMPH GOLD CORP. | CA8968121043 , STEINHOFF INT.HLDG.EO-_50 | NL0011375019 , MEYER BUR.TECH.NAM.SF-_05 | CH0108503795

Table of contents:

    TRIUMPH GOLD CORP - When will the first results of the current drilling program come?

    Gold does not yield interest, but it is considered a fail-safe investment and protection in rough stock market times. According to surveys, 25% of all Germans over the age of 18 hold gold. The medium-term prospects for the price development of the precious metal are positive because the prospect of a continuing loose monetary policy of the US Federal Reserve puts pressure on the dollar and is causing the gold price to rise. Currently, the price per ounce is around USD 1,815. Those who want to profit from a rise in the gold price and are looking away from established producers should take a closer look at the shares of Triumph Gold.

    Triumph Gold focuses on the development of the Freegold Mountain gold-copper project in the Yukon Territory in northwestern Canada. The Company was able to expand the area a few months ago by acquiring 258 claims adjacent to zones of the 200 sq km Freegold Mountain project. Teck Resources, a Canadian billion-dollar diversified resource company, became a major shareholder as part of the transaction. Phase I of the 2021 diamond drilling program is currently underway at the Freegold Mountain property, covering 8,000 meters. The program's objective is to identify new inferred resources and upgrade inferred resources to indicated resources at both the Nucleus and Revenue deposits. In addition, zones of mineralization outside of the deposit areas are to be discovered and developed.

    At a later stage, the Phase II program envisages the further drilling of 8,000 meters on several zones. With a market capitalization of CAD 23 million, the Company is moderately valued. In the course of the current drilling program, positive results could quickly lead to rising share prices.


    Since spring, the share price of the South African furniture group has dropped significantly. For several years, the Company has been suffering from the consequences of a massive accounting scandal. Steinhoff has been trying to settle with the injured parties for some time. However, this is proceeding very tenaciously. Now there are new developments that can encourage shareholders. The South Africans increased the settlement offer significantly by 66% to EUR 613 million for injured parties. Due to the positive business development, the Group saw itself in a position to increase the offer noticeably. That should increase the chances of satisfying the creditors' meetings in the Netherlands and South Africa.

    MEYER BURGER TECHNOLOGY AG - Important partnership unilaterally terminated

    Meyer Burger shareholders in recent years have had to put up with a lot. The manufacturer of machines to produce solar cells and panels was increasing without a chance in the face of competition from China. While sales were still at CHF 1 billion in 2011, they were only CHF 90 million in the last fiscal year. The share price showed a similar development, reaching a low of CHF 0.10 last summer. In the wake of the general recovery of the markets in the last 12 months and a new corporate strategy, the share price was able to rise again significantly to around CHF 0.50.

    The Company aims to become the leading supplier of solar modules with the "Made in Europe" label. Production is currently underway at the former Solarworld facilities in eastern Germany and is expected to reach a capacity of 3.6 GW by 2025 and 6.4 GW by 2027. Meyer Burger aims to achieve CHF 400 to 450 million in sales and an EBITDA margin of 25 to 30% as early as 2023. Group sales should reach CHF 2 billion in the medium term with an EBITDA margin of over 30%.

    These are very ambitious targets. But the Company is generally said to have a technology lead of several years. Recently, however, the Swiss had to take a severe blow. Oxford PV terminated its exclusive cooperation with Meyer Burger to commercialize its perovskite tandem photovoltaic technology. The Company is now considering legal action. Many market observers see perovskite tandem systems as the future of high-efficiency photovoltaics. The stock reacted negatively to the announcement, and many analysts classified the news as surprising and negative but digestible.

    An investment in shares is the right answer to rising inflation. For those who want to take an increased risk and the associated opportunity for high returns, the three titles presented are suitable. Triumph Gold offers the opportunity to participate in a high-potential gold explorer at a moderate valuation. Meyer Burger is exciting given the newly formulated strategy, but also not a sure-fire winner. Steinhoff is a speculation on a settlement with the injured parties of the accounting scandal.

    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 André Will-Laudien on September 28th, 2023 | 08:05 CEST

    Attention: Extended correction - Buy the right stocks now! Bayer, Viva Gold, TUI, and BASF are on the list!

    • Mining
    • Gold
    • Pharma
    • chemicals
    • travel

    Higher inflation and rising interest rates - this connection should be clear to investors. The interest rate level in Germany has moved from negative territory to 2.77% in the 10-year range, but stocks continued to rise cheerfully. The party led to all-time highs of 16,528 points in July, but the fundamental situation of the companies deteriorated in parallel. Only after repeated warnings from the US Federal Reserve did the explosive NASDAQ also enter a correction. And it continues. Yesterday, the CEO of US investment bank JPMorgan, Dimon, warned that the world may not be prepared for 7% capital market interest rates. He and Dr. Jens Erhardt, the CEO of the asset management company DJE, warn of stronger setbacks on the stock markets. Some stocks have already undergone a strong correction. Here is a brief overview.


    Commented by Nico Popp on September 26th, 2023 | 07:20 CEST

    Dry spell despite the Housing Summit? New safe havens ahead! Aroundtown, Vonovia, Globex Mining

    • Mining
    • Gold
    • RealEstate

    Shares in real estate companies are once again on the rise. The reason: the interest rate break is here, and with it, the hope of falling capital costs. At the same time, industry representatives and the German government are struggling to find solutions at the Housing Summit. We shed light on the current situation in the real estate market, explain why politicians' promises are of little use and highlight alternatives in an industry that is currently in vogue for several reasons.


    Commented by André Will-Laudien on September 25th, 2023 | 08:35 CEST

    Make a return instead of sitting on the sidelines! Nel ASA, Desert Gold or Nikola Motors - Who belongs on the buy list?

    • Mining
    • Gold
    • Hydrogen
    • Inflation

    Despite the bull market, the hydrogen sector is feeling the global investment slump, not to mention precious metals. Once again, the US Federal Reserve has issued warnings on the inflation front, but this time, after 11 consecutive hikes, it has not turned the interest rate screw. The refinancing rate remains at 5.5%, but the accompanying wording has greatly unsettled the markets. Capital market rates shot up, reaching a whopping 4.55% for 30-year US Treasury bonds - the highest level in 10 years. We take a look at values that have fallen sharply. Where can adequate yields be expected?