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Humphrey Hale, CEO, Managing Geologist, Carnavale Resources Ltd.

Humphrey Hale
CEO, Managing Geologist | Carnavale Resources Ltd.
Level 2, Suite 9 389 Oxford Street, WA 6016 Mount Hawthorn (AUS)

info@carnavaleresources.com

Interview Carnavale Resources: Good cards for long-term success


Bill Guy, Chairman, Theta Gold Mines Limited

Bill Guy
Chairman | Theta Gold Mines Limited
Level 35 (ServCorp), Intl Tower One 100 Barangaroo Ave, 2000 NSW Australia (AUS)

info@thetagoldmines.com

+61 2 8046 7584

Interview Theta Gold Mines: This team has already brought 20 mines into production


David Mason, Managing Director, CEO, NewPeak Metals Ltd.

David Mason
Managing Director, CEO | NewPeak Metals Ltd.
Level 27, 111 Eagle Street, QLD 4000 Brisbane (AU)

info@newpeak.com.au

+61 7 3303 0650

Interview New Peak Metals: Many chances for great success


11. June 2021 | 08:26 CET

Varta, MorphoSys, Theta Gold Mines - Strong tailwind from politics!

  • Gold
Photo credits: pixabay.com

As an entrepreneur, it is a particular challenge today to find business models that will come into political focus in the near future. We had this at the turn of the millennium in mobile communications when licenses were sold for future generations. In the meantime, there have been important changes in infrastructure and energy policy - one man's joy is another man's sorrow - and now the government is considering the expansion in the direction of climate protection, only approving new houses with mandatory solar installations. Another major intervention, but certainly in the right direction!

time to read: 3 minutes by André Will-Laudien


Bradley Rourke, President, CEO and Director, Scottie Resources Corp.
"[...] The transaction offers benefits to all parties: Shareholders now have three promising projects in their portfolio. [...]" Bradley Rourke, President, CEO and Director, Scottie Resources Corp.

Full interview

 

Author

André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

About the author


Varta - On the way up again

Varta is becoming an expert in a wide variety of battery systems. Wireless headphones, batteries for drills and robotic mowers, power for insulin pumps and for measuring devices in industry - all this would hardly be possible without technology like that from Varta. And batteries for electric cars are also expected to roll out of the factory halls soon.

The lithium-ion batteries made by the Baden-Württemberg-based Company are becoming a perennial favorite. In the recent past, they have benefited from the boom in the wireless headphones business. Tech giants like Apple and Samsung power their devices with Varta button cells. The Company has also recently been working on so-called smart labels, where the battery is printed directly on paper. Printed lithium-ion cells are also in the works, for example, for intelligent skin patches on the wrist to monitor bodily functions.

However, the biggest source of hope at present is probably the electromobility business. In March, the MDAX-listed group announced its entry into the production of batteries for electric cars. Innovative cells are to be produced on a pilot line at the Company's headquarters in Ellwangen by the end of the year. The Company has already landed its first customer from the automotive industry but has given no name. If everything goes as planned, the business with the automotive sector could provide the group with the next big growth spurt.

After a short phase of weakness up to EUR 108, the Varta share has sparked a new price surge and quickly climbed above the EUR 130 mark. From a chart perspective, the old highs at EUR 160-180 are now on the agenda again. The necessary operating figures must come in; otherwise, it will not work.

MorphoSys - Giant takeover in the USA needs to be digested

MorphoSys AG is planning to buy the US Company Constellation Pharmaceuticals Inc. for the equivalent of EUR 1.4 billion. The Bavarian-based biotech announced an agreement to acquire Constellation for the equivalent of EUR 24.80 per share in cash, which represents a total equity value of EUR 1.4 billion, according to the Company. It is expected to be completed in the third quarter of 2021.

In addition, MorphoSys will enter into a long-term strategic financing partnership with Royalty Pharma plc. The agreement, subject to certain conditions and upon closing of the transaction with Constellation, provides, among other things, for the following: Royalty Pharma will make an upfront payment of EUR 1.17 billion to MorphoSys to support the Company's growth strategy. The proceeds will be used to fund the acquisition of Constellation and to develop the combined pipeline further.

Constellation is a clinical-stage biotech company focused on epigenetics. It develops new cancer drugs. Its two lead product candidates, Pelabresib, a BET inhibitor, and CPI-0209, a second-generation EZH2 inhibitor, are in mid to late-stage clinical trials. With this, MorphoSys is making a giant leap.

Initially, the stock market reacted somewhat huffily to the news. Unfortunately, there are no examples of successful German takeovers in the USA, for instance, Daimler-Chrysler or Bayer-Monsanto. Even though it is a barrel of money in the short term, the deal should pay off in the long term. The MorphoSys share has already digested the shock somewhat and is trending back towards EUR 70. We recommend increasing the holdings.

Theta Gold Mines Ltd. - A new star from Australia

In times of high stock prices and rising inflation figures, investors naturally look towards stability and preservation of monetary value. Gold stocks have compensated a large part of inflation in the past because precious metals are not multipliable like other economic goods. In this note-banked environment, smaller explorers and mines are receiving varying levels of investor attention depending on the stage of development of their projects.

We have focused on a new stock, Australia's Theta Gold, as production of the yellow metal in South Africa is on the horizon as early as 2022. The Company owns over 62,000 hectares of gold mining claims and 43 historic properties, most of which are located within the Eastern Transvaal Gold Fields northeast of Johannesburg. Exploration is directed at high-grade, near-surface gold reef deposits at the Pilgrims Rest and Sabie Gold Fields, 350km from South Africa's largest city.

The Company has recently brought on board some ex-Harmony Gold experts. The latest exploration from April indicates a suspected resource of 684,000 ounces of gold, with initial plans calling for production from 2022. The low production costs are remarkable; they are only about USD 950. A pre-feasibility study for underground mining was completed in mid-April. There should be more news here shortly.

Theta Gold shares have also recently started trading in Frankfurt, with more pieces naturally circulating on the parent exchange in Australia. Due to the manageable time until the start of production, Theta should immediately respond to an upward trend in the gold price.


Author

André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

About the author



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.


Related comments:

18. June 2021 | 14:39 CET | by André Will-Laudien

Carnival, TUI, Desert Gold - A total upswing or is it all over again?

  • Gold

It is probably one of the strangest travel waves since we could remember. For months we Germans could not leave our own country's borders without great effort; the ski season in 2020/21 fell victim to the COVID pandemic almost completely. Now we experience amazingly low incidences, which probably would have come even without lockdown...but let's take that as a given because some action had to be taken as public proof of action, after all. Now travel is possible again with good conditions for the vaccinated and a bit more cumbersome for recovered, healthy and non-vaccinated. Exciting to observe: How are the travel companies doing now?

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18. June 2021 | 11:34 CET | by Stefan Feulner

Bayer, White Metal Resources, Barrick Gold - Trendsetting news

  • Gold

At Federal Reserve's meeting, runaway inflation was the topic par excellence. With US consumer prices up 5% in May, market participants assumed at least an announcement of a pullback in bond market volume. However, an interest rate hike, which would actually be necessary for price stability, is not considered before 2023, according to FED Chairman Jerome Powell. Thus, through the continued ultra-loose monetary policy, he refers to the attitude that economic growth and a rising stock market are more important than low inflation.

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16. June 2021 | 11:59 CET | by Armin Schulz

Barrick Gold, Triumph Gold, Bayer - is a golden summer coming?

  • Gold

An old stock market adage says: Sell in May and go away. In German: Sell your positions; in summer, the market will consolidate. There was a slight correction at the beginning of May, but the DAX has been climbing since then. It is currently trying to reach the 16,000 point mark. The price of gold recently traded above USD 1,900 for the first time again, which can certainly be understood as a sign that investors want to secure their money from inflation. While the US Federal Reserve emphasized that it does not want to take any countermeasures for the time being, the US Treasury Secretary Yellen recently surprised with the statement that higher interest rates would be good for the United States. It remains exciting. There is the possibility of a golden summer on the markets.

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