Close menu




July 12th, 2022 | 14:09 CEST

Waiting is not an option! BioNTech, MAS Gold, BASF

  • Gold
  • Biotechnology
  • Inflation
Photo credits: pixabay.com

Inflation is rising and rising. In construction, inflation has already reached almost 20%. Even in everyday life, double-digit inflation rates are not far away. At the same time, infection figures are rising, and it is still uncertain whether gas will flow through Nord Stream 1 again in the coming weeks. Given this mixed situation, many investors are asking how they should invest. Because one thing is clear: waiting is not an option - the real return on many asset classes is clearly negative. We take a look at three stocks and check their future prospects.

time to read: 3 minutes | Author: Nico Popp
ISIN: BIONTECH SE SPON. ADRS 1 | US09075V1026 , MAS Gold Corp. | CA57457A1057 , BASF SE NA O.N. | DE000BASF111

Table of contents:


    Bill Guy, Chairman, Theta Gold Mines Limited
    "[...] Both the geology and the infrastructure around the project make for a very attractive cost structure. We expect to be able to produce at 50% of the current gold price. [...]" Bill Guy, Chairman, Theta Gold Mines Limited

    Full interview

     

    BioNTech: Well prepared for the fall

    Whether BioNTech can emerge as the winner of the Corona situation is not yet certain. Since BioNTech has two hot candidates for the upcoming Corona season, the Company is well-positioned. Actually. Experts from the US Food and Drug Administration (FDA), among others, are currently discussing which vaccines should be launched on the market in the fall. The manufacturers offer solutions specifically directed against Omicron or products intended to be effective against both the original type and Omicron. Doses of the first batches of the vaccines are also still in stock. Given the number of possible solutions, experts warn that the logistics surrounding the vaccines could become more complex, and BioNTech's margins could suffer.

    Nevertheless, the chances are good that the vaccine professionals from Mainz will be able to offer exactly what experts are demanding and vaccinators are accepting in the fall. Since the pandemic has shown that a lot can happen and little can be planned, BioNTech could be well-positioned. The stock also looks attractive from a chart perspective. The share is currently fighting its way out of the sideways movement that has lasted since February. However, it remains to be seen whether the breakout will be successful - BioNTech is now an established stock, making big jumps less likely.

    MAS Gold: Is history repeating itself?

    MAS Gold is the opposite of an established value - at least in Europe. The Company is exploring the La Ronge gold belt in Canada's Saskatchewan province. MAS Gold has several promising smaller properties and is developing them in parallel. The plan is to implement a hub-and-spoke model, where a central processing plant reduces costs and creates flexibility. But for these goals to be achieved, the gold in the ground is critical. A few weeks ago, MAS Gold announced drill results from one-third of its winter drill program. Grades ranging from 0.49 g/t to 3.06 g/t came to light. The task of the Company, led by mining legend Jim Engdahl, will now be to further delineate the deposits and get a picture of the high-grade zones.

    MAS Gold's own belief in moving its projects forward is also evidenced by a financing round involving management and company insiders. With the overall market weakening, especially on the financing side, the stock has come under significant pressure despite the recent successful closing of the capital tranche. This "cliffhanger" can be an opportunity for courageous investors: If MAS Gold successfully implements its strategy and the gold market picks up speed in the wake of general uncertainty, current price levels could be promising. The development of inflation and gold during the 1970s could provide guidance. At that time, gold also only got going with a time lag!

    BASF: More fear than hope

    And what about industrial companies? During past crises, investors could always be sure: In the long term, stocks like BASF always get back on track. And today? Today, energy-intensive industries such as chemicals are threatened with collapse. BASF is painstakingly giving itself a sustainable profile, but tens of thousands of precursors from the Ludwigshafen plant still depend on fossil fuels. If contrary to plans, no more gas flows through Nord Stream 1 in two weeks, shares like BASF will likely come under renewed pressure. The Ludwigshafen shares have already fallen by around 16% in the last three months.


    Inflationary pressure and crisis fears are a dangerous mix. One thing is certain: those investors who do nothing will have to accept a loss of purchasing power in any case, and those who invest incorrectly, likewise. One approach could be to focus on companies that suffer little from the energy price shock and may even have a low valuation. One such candidate, albeit a highly speculative one, is MAS Gold. BioNTech also looks interesting at the moment.


    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.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and the like on news.financial. These contents are exclusively for the information of the readers and do not represent any call to action or recommendations, neither explicitly nor implicitly they are to be understood as an assurance of possible price developments. The contents do not replace individual expert investment advice and do not constitute an offer to sell the discussed share(s) or other financial instruments, nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but a journalistic or advertising text. Readers or users who make investment decisions or carry out transactions on the basis of the information provided here do so entirely at their own risk. No contractual relationship is established between Apaton Finance GmbH and its readers or the users of its offers, as our information only refers to the company and not to the investment decision of the reader or user.

    The acquisition of financial instruments involves high risks, which can lead to the total loss of the invested capital. The information published by Apaton Finance GmbH and its authors is based on careful research. Nevertheless, no liability is assumed for financial losses or a content-related guarantee for the topicality, correctness, appropriateness and completeness of the content provided here. Please also note our Terms of use.


    Der Autor

    Nico Popp

    At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

    About the author



    Related comments:

    Commented by Stefan Feulner on August 8th, 2022 | 10:10 CEST

    Analyst comments on BYD, Barsele Minerals and Rheinmetall

    • Mining
    • Electromobility
    • Commodities
    • Gold

    After the significant correction since the end of February due to the outbreak of the war in Ukraine, stocks have been clearly on the rise again since the lows in mid-June. The Dow Jones gained around 12% in recent weeks. The number season for the second quarter is also surprisingly positive. Already several experts have called the end of the bear market. Analysts were also extremely optimistic for the rest of the fiscal year following the results.

    Read

    Commented by Juliane Zielonka on August 5th, 2022 | 11:54 CEST

    Meta Materials, JinkoSolar, BioNTech - Smart technologies as growth boosters

    • Innovations
    • Technology
    • metamaterials
    • Biotechnology

    Solar and photovoltaic companies have been hot in the financial markets since the shifts in the energy market. Chinese supplier JinkoSolar, for example, is now launching solar batteries for home use. Smart buildings are an important component in urban city planning. Where there is plenty of sunshine, its energy is converted for personal use, and Australian residents are benefiting from JinkoSolar's technology. In order to increase the efficiency of such energy sources, Meta Materials offers innovative solutions that make solar systems even more cost-effective. Thanks to numerous patents, they also have a business model, which will please long-term investors in terms of growth opportunities. Rather unpleasant, however, are the measures planned by the German government for the coming fall and winter. Masks or vaccination is the calculation, which will at least bring some joy to BioNTech shareholders.

    Read

    Commented by Stefan Feulner on August 4th, 2022 | 13:53 CEST

    Crash! Which shares are attractive now - TeamViewer, Viva Gold, Infineon

    • Mining
    • Gold
    • Technology
    • Investments

    The technology sector has been in a sharp correction for months. The leading technology index from the US alone, the Nasdaq-100, recorded price losses of around 34% up to its low. Since the middle of last month, a countermovement has set in. However, many companies are still at an interesting entry level. Currently, the season for the publication of the figures for the second quarter is also underway. Here it becomes clear which companies you can build on in the future or which title you should remove from your portfolio.

    Read