Menu

Recent Interviews

Matthew Salthouse, CEO, Kainantu Resources

Matthew Salthouse
CEO | Kainantu Resources
3 Phillip Street #19-01 Royal Group Building, 048693 Singapore (SGP)

info@krl.com.sg

+65 6920 2020

Interview Kainantu Resources: "We hold the key to growth in the Asia-Pacific region".


Justin Reid, President and CEO, Troilus Gold Corp.

Justin Reid
President and CEO | Troilus Gold Corp.
36 Lombard Street, Floor 4, M5C 2X3 Toronto, Ontario (CAN)

info@troilusgold.com

+1 (647) 276-0050

Interview Troilus Gold: "We are convinced that Troilus is more than just a mine".


John Jeffrey, CEO, Saturn Oil + Gas Inc.

John Jeffrey
CEO | Saturn Oil + Gas Inc.
Suite 1000 - 207 9 Ave SW, T2P 1K3 Calgary (CAN)

info@saturnoil.com

+1-587-392-7900

Saturn Oil + Gas CEO John Jeffrey: "Acquisition has increased production by 2,000%"


17. August 2021 | 11:32 CET

Varta, Nordex, Saturn Oil & Gas - Buy or Sell?

  • Oil
Photo credits: pixabay.com

It was a generally positive week on the stock market last week; however, things seem to be more unsettled this week. After the jump above the 16,000 point mark in the DAX, profit-taking is to be expected. On Monday, negative news from Asia weighed in on the mood: In China, the retail and industry's economic data were weaker than expected. In addition, the spread of the Delta variant of the Covid-19 virus is worrying market participants. On the corporate side, analysts are speaking out. Varta, for example, has failed to meet expectations, and the forecast hangs on Apple. In contrast, the shares of Nordex and Saturn Oil & Gas have been recommended as a buy. A 200% price potential beckons.

time to read: 3 minutes by Fabian Lorenz
ISIN: VARTA AG O.N. | DE000A0TGJ55 , NORDEX SE O.N. | DE000A0D6554 , SATURN OIL+GAS O.N. | CA80412L1076


John Jeffrey, CEO, Saturn Oil + Gas Inc.
"[...] The Oxbow Asset now delivers a substantial free cash flow stream to internally fund our impactful drilling and workover programs. [...]" John Jeffrey, CEO, Saturn Oil + Gas Inc.

Full interview

 

Author

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


Saturn Oil & Gas - GBC sees 200% price potential after takeover

GBC Research sees significant price potential with the share of Saturn Oil & Gas Inc. (ISIN: CA80412L1076). After positive company news from the oil producer, the analysts have confirmed their price target of CAD 0.46. Currently, the share is quoted at around CAD 0.15. Saturn Oil & Gas Inc. has successfully completed the acquisition of Oxbow assets in the province of Saskatchewan. The Company has thus succeeded in jumping into a whole new league. Daily oil and gas production is up by more than 2,000%. As a result, Saturn Oil & Gas' annual sales should climb to around CAD 160 million and profits to CAD 60 million. From GBC's point of view, the acquisition strengthens Saturn's financial and operational power. It said the area's economics are secure, with about 70% of projected production secured for next year, 60% for year two, and about 50% for years three and four. The new size offers more flexibility to adapt to changing market conditions while improving financial capacity. Analysts expect net income to catapult from CAD -3.3 million in 2020 to CAD 66.30 million in 2023 - all based on current resources. That would allow the Company to ultimately pay off the debt incurred for the acquisition in just two years.

"The completion of this transformative acquisition has truly taken Saturn to new heights and put our brand on the map at a very attractive purchase price," said John Jeffrey, CEO of Saturn. "We have added high-quality light oil assets to our portfolio, which now has a robust long-term inventory of future development drilling targets that are very economical at current commodity prices. The Saturn team is excited about the opportunity to generate compelling returns for our shareholders while helping to meet the world's growing energy needs in an environmentally responsible manner under stringent Canadian regulations."

Nordex - Commodity and logistics markets causing problems

Investment bank Jefferies left its rating on Nordex (ISIN: DE000A0D6554) at "buy" with a price target of EUR 25 after the quarterly figures. The improvements in profitability, balance sheet and order intake were positive. However, the analysts have reduced their earnings estimates for the wind turbine manufacturer despite the good figures. They noted there is currently short-term price pressure. The wind energy group is clearly feeling the effects of the pandemic through distortions in the raw materials and logistics markets. In the first half of 2021, Nordex increased its sales from EUR 2.0 billion to EUR 2.7 billion. On an EBITDA basis, the Hamburg-based Company generated a profit of EUR 68.4 million, compared with a loss of EUR 70.8 million in the same period last year. The net loss of EUR 180 million in H1 2020 was improved but remained significantly red at EUR 64 million. Order intake increased from EUR 1.81 billion to EUR 1.96 billion. At the end of June, the order backlog was EUR 7.7 billion, EUR 400 million less than the same date last year. No changes were made to the forecast for 2021: Sales are expected to be between EUR 4.7 billion and EUR 5.2 billion. A positive EBITDA margin of between 4.0 and 5.5% is to be achieved.

Varta - Big disappointment

The biggest disappointment of the past stock market week was delivered by Varta (ISIN: DE000A0TGJ55). The battery group presented the eagerly awaited half-year figures and failed to meet expectations. In the first six months of 2021, Varta increased sales by only 1.8% to EUR 397.6 million. EBITDA was nevertheless increased by around 10% to EUR 112.3 million. Net profit increased from EUR 39.9 million to EUR 45.6 million in the first six months of 2021. "We have announced that in 2021 we will once again increase last year's very good operating result and achieve an EBITDA margin of around 30%. After the first six months, we can say: our plans are fully on track," Varta CEO Herbert Schein commented on the figures. Thus, the speculations on a forecast increase were disappointed. After the Varta share had already lost double digits on Friday, it continued its downward slide on Monday. Analysts also lowered their thumbs. Investment bank Kepler Cheuvreux has renewed its "Reduce" rating for the Varta share. Whether the targets for 2021 will be achieved depends almost exclusively on the market launch of the Apple Airpods 3. Their presentation is expected for September, and Varta should again be the battery supplier for Apple's bestseller. Kepler Cheuvreux's price target for Varta shares remains at EUR 105, below the current level.


Saturn Oil & Gas Inc. has set the course for new sales and profit dimensions with the acquisition. Nordex is feeling the distortions in the commodity and logistics markets. At Varta, it is likely to take some time for investors to digest the disappointing quarterly figures.


Author

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



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:

22. September 2021 | 10:28 CET | by Nico Popp

BP, Saturn Oil + Gas, Gazprom: Where growth meets low valuations

  • Oil

The climate turnaround is coming, but it will not happen overnight. One raw material that will be needed for a long time to come is oil. OPEC recently increased its demand forecast for 2022 by 4.2 million barrels - every day. The oil companies, which are currently valued low on the stock market, will therefore continue to earn good money for a long time to come. But here, too, the companies with the edge are those that are flexible and have a sustainable focus. We present three stocks.

Read

16. September 2021 | 13:17 CET | by Stefan Feulner

FuelCell Energy, Saturn Oil + Gas, Gazprom - The Renaissance of fossil fuels

  • Oil

There is no question that Germany has already achieved a great deal in terms of climate protection. In 2020, about 45% of its electricity came from renewable sources. However, the goal of becoming greenhouse gas neutral by 2045 is still a long way off. For this plan to become a reality, wind power still needs to be expanded significantly. The first half of the current year shows that it will not be possible to do without fossil fuels in the coming years. According to calculations by the Federal Statistical Office, over 56% of the total 258.9 billion kWh of electricity generated in Germany came from conventional sources such as coal, natural gas and nuclear energy.

Read

13. September 2021 | 11:47 CET | by Armin Schulz

Bayer, Saturn Oil + Gas, TUI - Which share will be the first to take off?

  • Oil

We have often heard that the profit is in the purchase; however, it is difficult to predict the low of a share and then enter at that low. Often it is better to wait for a reversal using charting techniques, which increases the probability of finding a profitable trade. Those who buy falling knives have certainly suffered losses more often. But there are always stocks that are not "in" with investors, so it takes longer to get the share price going. Especially companies that have had problems in the past must first regain the trust of their shareholders. Today we analyze the prospects of three companies that have had problems in the past and want to take off.

Read