03. March 2021 | 08:42 CET
Zoom, Goldseek Resources, Palantir - Attention: With these shares, you earn money!
The fact that anti-cyclical trading can pay off disproportionately should have become apparent to every investor since the Corona Crisis. In March 2020, in the greatest panic and after the first lockdown announcement, the DAX was quoted at 8,011.0 points. One year later, the German stock market barometer marked a new all-time high at over 14,000 points. Such opportunities come up again and again. At the moment, with the precious metals gold and silver. And in individual stocks, which lost value by various measures.
time to read: 4 minutes by Stefan Feulner
Time to position
The signs are currently pointing to a correction in the gold price. The optimism regarding a strong economic recovery put the precious metal well below the mark of USD 1,800.00 per troy ounce to currently USD 1,723.00. The current support zone extends between USD 1,680.00 to USD 1,720.00. Should this be broken, a short-term setback to USD 1,600.00 would be possible. In contrast, the long-term upward trend is still intact. Fundamentally, this is supported by the individual countries' rising debts and the central banks' very likely continued loose monetary policy. A short-term change in sentiment that destroys the current risk appetite can also occur at any time. In that case, the safe haven gold is likely to gain in importance more quickly than many people currently suspect. For this reason, investors should position themselves in the correcting market.
In addition to buying physical gold, there are good opportunities in promising mining stocks that have already primarily emerged from a correction. Goldseek Resources offer a very exciting investment opportunity. The explorer Company, led by John Deluce, a former Ernst & Young executive with an impressive resume in the mining industry, strictly follows the same roadmap in its projects to date. Properties in mining-friendly areas located in the vicinity of major gold producers are acquired at favorable terms and drilling programs are set up. After successful drilling results, these are finally passed on to the respective major in the best case. Goldseek Resources currently has 5 prospective projects under development, four of which are in the gold stronghold of Quebec and one property in historically gold-rich Ontario. The Hemlo camp in Ontario is located only 4 km north of the Hemlo mine operated by Barrick Gold.
Shareholder structure creates trust
The other four projects in Quebec also enjoy a prominent neighborhood. The Detour Gold Trend is drilling next to Wallbridge Mining, and Urban Barry is drilling next to Osisko Mining and Bonterra Resources. Osisko Mining also has a mine adjacent to the Quevillon project. Drilling programs are currently underway at all five properties, which are fully funded for 2021. Results are expected from four projects alone in the first quarter, with another result to be announced in the second quarter at the latest. Also, management is planning further acquisitions. The shareholder structure deserves a positive mention. The Company's management alone holds 61%, institutional investors hold 28%. The free float thus amounts to only 11%. The last financing round took place in November 2020 at CAD 0.37. Management plans to fund further drilling programs from cash flow. Below the previous placement level, another round should be out of the question. The share price of Goldseek Resources is currently at CAD 0.25, the market value at only CAD 8.0 million.
The trend continues
The Corona Crisis was undoubtedly the door opener for the Zoom video conferencing service. The platform was actually launched to organize video conferences in the business world. In their wildest dreams, the Americans could not have imagined that the worldwide lockdowns would turn the platform into a meeting place of all kinds. In addition to sports workouts and yoga sessions, families also came together to communicate, at least virtually. The figures reflected this and were still well above analysts' estimates. In the fourth quarter, revenue jumped 369% to USD 882.5 million. Zoom Video comes in at around 467,000 customers with more than ten employees, up 470%. In addition, the number of users who pay for an offer is steadily increasing. As a result, profits exploded to around USD 260 million, up from just USD 15.3 million in the same period last year. The ambitious goal of the San José-based Company is to keep up the pace.
Zoom expects a further 42% increase in sales for the current fiscal year, with the home office trend likely to continue in the future. The US-Americans want to replace the telephone systems of the enterprises and integrate their systems. According to the numbers, the share closed on Monday with a significant plus of over 20% at USD 453.81. From a chart perspective, the price is free to storm the all-time high at USD 588.79.
It has been a stormy few weeks for the data analysis specialist Palantir Technologies. It all started with the announcement of the figures for the 2020 financial year. Instead of a profit, the Company reported a loss of USD 148 million. After that, the lock-up period for management and existing shareholders ran for three days. Executives also made a tidy profit. Co-founder Stephen Cohen threw the majority of a total of 3.8 million shares overboard. The reallocation took place in the range between USD 25.00 and USD 26.00. The Palantir share price, which was still quoted at USD 45.00 at the end of January, fell to just under USD 22.50 at its peak. At the moment, volatility is easing somewhat. The critical support line at USD 22.50 was initially successfully defended. Currently, the price is fighting its way back to the level of the reallocations.
In fundamental terms, the focus is also back on the day-to-day business. To achieve the expected 30% revenue growth for the full year and 45% revenue growth in the first quarter alone with an adjusted operating margin of 23%, the acquisition machine is running. In the past quarter, important contracts in both the government and private customer business were signed. In addition to Rio Tinto, PG&E and BP, new customers include the US Army, the FDA and the US Air Force. Also, the cooperation with 3M has been expanded. Accordingly, 3M will significantly expand the use of the Palantir Foundry software. From a chart perspective, a break above the USD 27.50 mark would provide bullish signals.