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April 27th, 2023 | 08:30 CEST

Vonovia, Desert Gold Ventures, Daimler Truck - Solid growth surprises investors

  • Mining
  • Gold
  • RealEstate
  • Electromobility
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Vonovia has secured a strong US partner to further secure its real estate business in Germany. Proceeds from the investment will support Vonovia's capital allocation plans while giving Apollo's insurance and institutional clients access to a portfolio of long-term, high-quality assets. High quality is also the acreage Desert Gold Ventures is exploring in Mali, Africa. New gold exploration areas have been defined that show promise. Gold will continue to gain importance in the near future, as it is a valuable component of numerous solutions in the energy transition. According to Daimler Truck CEO Daum, progress is still far too slow. But the Q1/23 result exceeds all expectations.

time to read: 4 minutes | Author: Juliane Zielonka
ISIN: VONOVIA SE NA O.N. | DE000A1ML7J1 , DESERT GOLD VENTURES | CA25039N4084 , Daimler Truck Holding AG | DE000DTR0013

Table of contents:

    Humphrey Hale, CEO, Managing Geologist, Carnavale Resources Ltd.
    "[...] Our projects are at the initial, high reward exploration stage. [...]" Humphrey Hale, CEO, Managing Geologist, Carnavale Resources Ltd.

    Full interview


    Vonovia: Affordable concrete gold thanks to joint venture partner Apollo

    Vonovia has found a reliable partner in US investor Apollo to sell shares in Südewo through a minority stake. In 2015, Südewo was integrated into the Vonovia Group and has since managed more than 21,000 flats in the German state of Baden-Württemberg. Vonovia emphasizes that nothing will change for tenants due to the sale and that the Group will continue to manage the flats.
    Apollo acquires around 30% of Südewo.

    Apollo is paying a purchase price of around EUR 1.0 billion, which is almost identical to the book value of Südewo on December 31. This investment is of particular interest to long-term investors and offers a good opportunity to invest in the Company.

    This transaction could have a significant impact on the currently weakening real estate market in Germany. In recent months, only a few major sales have been made, as high interest rates and falling property prices have created uncertainty. Now, this sale can send a strong signal to the market and provide more confidence for investors. Vonovia will be able to fully cover this year's refinancing needs through the transaction, which will close on May 31 2023.

    Desert Gold Ventures: Identifies new gold-in-auger value of 2,680 ppb - expansion of gold deposit thus on track

    **Desert Gold Ventures has defined new areas for gold exploration. Previously unexplored variations are located beneath a thin layer of laterite in close proximity to the Company's Mogoyafara South gold deposit in Mali, Africa, which contains an impressive 413,000 ounces of gold.

    The so-called auger drilling technique will be used to examine the rock. Auger drilling is used primarily for drilling at shallower depths and in loose rock. As auger drilling does not require pipes, the preparation and the final process is relatively straightforward.

    Desert Gold's SMSZ project covers an area of 440 sq km and is named after a 43 km long section of the prolific Senegal-Mali shear zone. It is associated with seven gold deposits that run along the SMSZ to both the north and south of the Company's project area. These include B2 Gold's Fekola mine, Barrick's Gounkoto and Loulo mines, and Allied Gold's Sadiola and Yatela mines.

    Jared Scharf, President and CEO of Desert Gold Ventures, emphasizes, "As expected, the new drill results confirm our belief that there is significant potential for the discovery of new lenses of gold mineralization near the Mogoyafara South deposit and along trend, north of the Gourbassi West North zone."

    Scharf has every reason to be optimistic. Industry insiders like him are convinced that the increasing use of renewable energy will increase demand for precious metals and, consequently, higher prices. This trend will continue in the near future, making it an important factor for investors looking for long-term investment options. Anyone interested in a live investor presentation is cordially invited to give the CEO their digital attention on May 10 as part of the 7th International Investment Forum. Mr. Scharf will present at 7:30 pm CEST (01.30 pm EST, 01.30 am HKT). Registration is free here.

    Daimler Truck: Surprises with significant profit in the first quarter of 2023

    The truck group Daimler Truck performed significantly better than analysts expected in the first quarter. From January to March, the adjusted operating result (Ebit) impressed with EUR 1.16 billion. Daimler Truck announced to its shareholders this week that analysts had expected an average of only EUR 976 million.

    Increased demand and higher sales figures compared to the previous year have led Daimler Truck to report an impressive 84% rise in adjusted EBIT in its industrial business to EUR 1.11 billion. As a result, the adjusted return on sales increased to 8.8% compared to 5.9% in the same period of the previous year. These impressive figures demonstrate Daimler's success and growth in industry.

    For the 2022 financial year, the Board of Management and Supervisory Board of Daimler Truck Holding AG will propose at the Annual General Meeting on June 21, 2023, that a dividend of EUR 1.30 per share be distributed.

    Regarding the energy turnaround and the associated efforts, CEO Martin Daum explains that implementing an environmentally friendly energy infrastructure requires long-term and physical construction work that cannot be accomplished overnight. Currently, lead times are often disproportionately long, which is an obstacle to the electrification of vehicle depots, for example. Energy utilities are responding to requests with multi-year timelines, highlighting the urgent need to speed things up. However, to still be able to act in a timely manner, all stakeholders need to take immediate action and drastically accelerate infrastructure projects.

    It is evident that the importance of precious metals in the growing green economy is becoming increasingly important and will thus remain an indispensable part of the global economic system. Investors would do well to think early about where to start and invest in the value chain. One candidate with potential is Desert Gold Ventures. For Daimler Truck Boss, Daum, it is as clear as daylight that the energy transition can only succeed with the corresponding efforts of the private sector. The Company surprised analysts and investors with a better-than-expected Q1 2023 result. Vonovia is taking in US money for the strained real estate market in Germany. With Apollo, the Group has a strong partner at its side to do well this financial year.

    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 hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

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    Der Autor

    Juliane Zielonka

    Born in Bielefeld, she studied German, English and psychology. The emergence of the Internet in the early '90s led her from university to training in graphic design and marketing communications. After years of agency work in corporate branding, she switched to publishing and learned her editorial craft at Hubert Burda Media.

    About the author

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