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Nick Mather, CEO, SolGold PLC

Nick Mather
CEO | SolGold PLC
1 King Street, EC2V 8AU London (GB)

emichael@solgold.com.au

+44 20 3823 2125

SolGold CEO Nick Mather on building a major gold and copper mining company


Jared Scharf, CEO, Desert Gold Ventures Inc.

Jared Scharf
CEO | Desert Gold Ventures Inc.
4770 72nd St,, V4K 3N3 Delta (CAN)

jared.scharf@desertgold.ca

Desert Gold Ventures CEO Jared Scharf on West Africa and its potential


Stephan Dorfmeister, Finance Department, Deep Nature Project GmbH

Stephan Dorfmeister
Finance Department | Deep Nature Project GmbH
Untere Hauptstraße 168, 7122 Gols (AT)

office@deep-nature.at

+43 681 10139055

Like Aurora Cannabis and Canopy Growth, Deep Nature Project GmbH focuses on value chain


01. September 2020 | 05:55 CET

TUI, SolGold and Klöckner & Co - Rediscovery with early warning

  • Turnaround

News makes share prices. All the more so when, after a long dry period, positive news heralds the turnaround of a company, share prices often shoot up within a very short time. Sometimes phases are also exciting when the market rediscovers companies that have been ignored for a long time or simply wrongly valued. And as the Berlin banker Carl Fürstenberg once said: "Unlike the streetcar, the stock market does not ring the bell to get in and out." We ring three times for you.

time to read: 2 minutes by Mario Hose


 

TUI AG - The start signal for share price recovery

The Corona crisis has hit the travel group TUI hard. It is hardly surprising that the share has lost around 60% compared with the same period last year. There are now signs of a recovery. Within a week the share price increased by 10%, within a month it was 5%.

The recovery is clearly linked to securing a sufficient financial cushion to survive the crisis. In mid-August, the company agreed with the German government on an additional stabilization package of EUR 1.2 billion. This package is linked to a number of conditions that must be met by September 30. KfW had already provided TUI with EUR 1.8 billion in April.

Last week, the company published the announcement that it intended to increase its capital. The TUI boss confirmed this yesterday: "We have to do something about the balance sheet, let's take a look at it". With the corresponding news flow, the TUI share should now have found its bottom. The starting signal for a continuing recovery has been given.

Klöckner & Co SE - The magic word is digitalization

As expected, Klöckner & Co posted losses in the first half of the year. The share price has roughly doubled since the Corona lows and yesterday closed Xetra trading at EUR 5.15. The SDAX Group is one of the world's largest producer-independent steel and metal distributors and one of the leading steel service center companies.

However, too many investors are still putting the stock in the wrong pigeonhole. Because as a pioneer of the digital transformation in the steel industry, the company is well on the way to digitalize the supply and service chains throughout and to develop the independent industry platform XOM Materials into the dominant vertical platform not only for the steel and metal industry but also for neighboring industries. The analysts of the Deutsche Bank formulate a price target of 6.70 EUR.

SolGold - It is not only gold that shines

SolGold is focused on the discovery and development of world class copper-gold projects in Ecuador. The company has been active in the country since 2012 and focuses on the Ecuadorian portion of the world's richest copper-gold belt, the Andean Copper Belt.

SolGold's flagship project is Alpala in the north of the country (SolGold ownership 85%). Alpala has a resource of 21.7 million ounces of gold, 9.9 million tonnes of copper and 92.2 million ounces of silver. According to a recent study (PEA), the project (NPV) is valued at USD 4.4 billion, after capital development costs of USD 2.7 billion, an IRR of 25.9% and a payback period of 4 years. The mine life is projected to be 55 years. These already impressive figures are calculated on the basis of a gold price of USD 1,300.00 per ounce. However, the precious metal is currently trading 50% higher. Copper has also risen sharply in value in recent months. The industrial metal is predicted to have a rosy future in view of the strong demand from the electric mobility sector.

SolGold is currently valued at around USD 650 million - in addition to Alpala, the company's assets include a further 13 projects. It is only a question of time when this valuation discrepancy will be resolved.


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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21. July 2020 | 14:17 CET

dynaCERT, EXMceuticals, windeln.de - waiting for the turnaround

  • Turnaround

Investors usually assume that their investment should increase from the time they enter the market. The sellers of the shares have already given up this hope or they see the potential as limited, but sometimes it is also personal circumstances that contribute to a decision to sell. As soon as the demand for a company's shares exceeds the supply, the value will usually rise. Usually, positive news about an industry or a company is the trigger for a renewed increase in interest.

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25. May 2020 | 15:44 CET

Aurora Cannabis, Lufthansa, Saturn Oil & Gas, TUI - the twofold candidates

  • Turnaround

In the context of the Corona Pandemic, share prices came under pressure from numerous sectors and companies. The continued existence of renowned companies was at risk shortly after the announcement of measures against the spread of Covid-19. In order to prevent worse, the state had to use financial support programs to secure the existence of companies after its restrictions to protect people's lives. Every crisis also offers opportunities, and investors can now take advantage of them.

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