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Ryan Jackson, CEO, Newlox Gold Ventures Corp.

Ryan Jackson
CEO | Newlox Gold Ventures Corp.
60 Laurie Crescent, V7S 1B7 West Vancouver (CAN)

info@newloxgold.com

+1 778 738 0546

Newlox CEO Ryan Jackson on building a green gold producer with a rapid growth trajectory


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


16. November 2020 | 09:48 CET

Velocity Minerals, B2Gold, Delivery Hero: We take up the fight!

  • Gold
Photo credits: pixabay.com

The news of a vaccine against Corona with a success rate of 90% caused markets to skyrocket since last Monday. While the Dow Jones and the S&P set 500 new records, gold plummeted by as much as USD 118 in one day. Gold's most significant daily drop in more than seven years also wiped out its breakout from a 3-month downward wedge last Friday.

As gold futures closed below USD 1,890 this week on the Comex, the strong sell-off below this support brings with it the possibility that the zone between USD 1,750 and USD 1,800 will be tested again before the correction of the safe-haven metal's large gains finds a significant bottom. The gold futures base of USD 1,800 has technically become a critical support level, an area that dates back to the bull market of 2008.

time to read: 4 minutes by André Will-Laudien


Nick Mather, CEO, SolGold PLC
"[...] We knew the world was rapidly electrifying and urbanising and needing significant amounts of copper to do so. [...]" Nick Mather, CEO, SolGold PLC

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


Velocity Minerals - Gold from Eastern Europe

Velocity Minerals is a gold exploration Company focused on Eastern Europe. Central projects are located in Bulgaria, a member of the European Union since 2007 and an attractive target for mining investments. The Black Sea state has 7.1 million inhabitants and a GDP of USD 70.1 billion. With a per capita income of USD 9,313, the country ranks 75th in the world in terms of national income. Bulgaria's mining law was passed in 1999 and will be amended entirely in 2021. The current royalties in mining are meager and cheap compared to more established mining countries like Canada, Peru and Chile.

Velocity has a 70% joint venture interest in the Rozino Gold Project and has additional option agreements on the Kardzhali and Gorubso properties. Velocity is the first and only Company in Bulgaria to have approved and built a carbon-in-alkali processing plant. A promising sign for the "green" European mining industry.

Meanwhile, there are several positive analyst assessments of Velocity. The Globe and Mail reported in its October issue that Haywood Securities' analyst, Pierre Vaillancourt, began coverage of Velocity Minerals (CAD 0.46) with a "buy" rating and a stock target of CAD 0.90. The Globe's David Leeder writes in its "Eye on Equities" column that analysts are targeting stocks at an average of CAD 1.15. Mr Vaillancourt says in a note: "While we recognize that there is still significant work ahead of us to build a critical resource, we believe there is good potential for the development of satellite deposits as part of a wider mining complex in Bulgaria."

Velocity shares have had a 52-week range of CAD 0.20 to 0.54 and are currently trading at around CAD 0.46. The speculative value has a capitalization of only CAD 52 million, which has increased 31% over the year, but when gold turns, highly dynamic Velocity is a good investment.

B2Gold Corp - Floating on a good wave

B2Gold Corp reported adjusted earnings per share of 15 cents for the third quarter of 2020, broadly in line with consensus estimates. The bottom line was an 88% improvement from 8 cents in the prior-year quarter, reflecting solid performances in all of the Company's businesses and higher gold prices. Revenues reached a record USD 487 million, reflecting 57% year-on-year growth. This positive development was driven by a 36% increase in the average realized gold price and a 21% improvement in gold ounces sold.

Based on the assumption of a gold price of USD 1,900 per ounce for the remainder of 2020, B2Gold expects to generate cash flows from operations, in excess of, USD 900 million in 2020. A smaller B2Gold cooperation partner successfully repaid its debt. Calibre Mining made an early acquisition payment totalling USD 15.5 million to B2Gold which is now debt-free, and B2Gold has completed the repositioning of the group.

Over the past year, B2Gold's share price has gained a full 96%, compared to the industry's 45% increase. The Company has a market value of CAD 8.2 billion at a price of CAD 7.85. This does not have to be the end of the line for the figures.

Delivery Hero - Evil got under the wheels

Delivery Hero has been listed on the DAX since September 2020 but has virtually no business in Germany. Those who want to test Germany's new Dax Company and have a delicious menu delivered, will be disappointed: In this country, the group is not taking any orders, as the Berlin-based Company sold the German brands Foodora, Lieferheld and Pizza.de to its Dutch competitor, Takeaway.com, for around EUR 1 billion at the end of 2018. Delivery does business in over 40 countries and employs around 25,000 people. The most important market is Asia, with a sales share of more than 40 percent, followed by Africa and the Middle East. In Europe, Delivery Hero is still represented in the north and southeast, and Latin America is also considered a significant growth market.

A new Dax group without business in Germany - this is new in the history of the German leading index. Meanwhile, the share price has been going round and round for a month now. The Company was admitted to the DAX at around 90 EUR. Then within 6 weeks it went up steeply to EUR 115 (+27%), but then came "Vaccine Monday" and Delivery lost over 20% in the week until it stabilized on Friday at around EUR 99. A vaccination reduces the isolation of the people and instead inspires the restaurants in their core business of catering.

At the moment another takeover attempt is underway in Asia, but not without problems. The food delivery Company is supposed to sell its Korean business for the planned takeover of its competitor Woowa. The responsible department of the South Korean antitrust authority, KFTC, had advised the authority's decision-makers to make the sale of the South Korean subsidiary, Yogiyo, a condition for the joint venture. Investors were again disappointed by the news, with the share price falling by around 7.5 percent by Friday. With a market capitalization of EUR 19.7 billion, Delivery Hero is valued at 18 times its turnover, with growth in 2020 a staggering 70%. If one looks at the Nasdaq, this seems appropriate at the moment for specific industries, especially for an exploding delivery business in the pandemic. However, if this no longer applies, Delivery will have to be very careful.


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:

26. November 2020 | 11:36 CET | by Nico Popp

Osino Resources, Barrick Gold, Newmont: So are the doublers in Africa?

  • Gold

When it comes to growth, professional investors look to Africa as well as Asia. In 2018 Rwanda and Guinea were the world's fastest-growing economies: the economies of both countries grew by 8.6%. Even countries like Benin, Ethiopia, Gambia or Burkina Faso are still among the top 20 in the world. But what is the reason for high growth in Africa anyway? In addition to a young and rapidly growing population, which drives the domestic market, education from a level of training is also an essential factor. Only in this way can emerging economies also participate in more complex value creation. Legal security and stability are also important factors when foreign investors look to Africa. One country that is considered highly developed and legally secure within Africa is Namibia.

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19. November 2020 | 09:27 CET | by Nico Popp

AngloGold Ashanti, Blackrock Gold, Newmont: Investing in gold - but how?

  • Gold

Gold investors are in a comfortable situation: The precious metal has lost a little from its highs, but still shows excellent relative strength at the USD 1,900 an ounce mark. Although news of vaccines has taken some pressure off the markets in the short term, the big picture for gold investors remains intact. The crisis of the century requires trillion-dollar measures. This flood of money, in turn, increases the risk of further problems and could drive inflation. Contrary to the opinion of many investors, it is not inflation that drives the gold price, but their expectations. Given the measures already taken and those still in the pipeline by governments and central banks, there is every reason for increased inflationary expectations. But how does an investment in the expected gold boom succeed?

While grandmother still hid bars and coins under the bed, today's investors can resort to gold ETCs. These usually securitize physical gold and can also be held in custody at attractive fees and actively traded. Yield hunters nevertheless prefer to use gold shares. The reason: stocks such as AngloGold Ashanti, Blackrock Gold or Newmont usually offer leverage on the gold price. Depending on how a Company develops, the gold reserves in the ground are also valued.

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13. November 2020 | 12:40 CET | by André Will-Laudien

Pfizer, BioNTech, Desert Gold - inoculate portfolios with gold!

  • Gold

After only three days, disillusionment already! The winners of yesterday are the losers of today. Since Monday's vaccination rocket, the markets have been hanging around up there, looking to see if any more buyers have left the sickbed of the last bear market. Unfortunately, no, the case is rather that airlines are, on average, down 5% again and a battered TUI is looking for further state aid which pushes the price back towards 4 euros. The problematic week began as the Dow rose by 4% to a new record high, and yields on ten-year government bonds shot up by almost 17% in a single day as investors relinquished security. Oil prices rose by 8% as people now believe that the stalled economy is coming back to life.

Meanwhile, the US dollar index rose by about 60 basis points, while even some exotic currencies with higher beta jumped too. Of course, some gold and silver enthusiasts wonder if a vaccine is enough to kill both the Covid-19 virus and the bull market in precious metals as gold and silver lost between 5 and 9%. However, if you look at the markets today, the chances are that smart money, in particular, will start to buy the dips in the precious metals.

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