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Kinross Gold, Triumph Gold, Yamana Gold - the beginning of a rally

Mario Hose Mario Hose, Apaton
0 Comments| March 9, 2020

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The global economy is facing major challenges as the outbreak of the current corona virus disrupts supply chains in manufacturing and causes a collapse in demand for many products and services. Stock market professionals are reminded of 2008, when the US bank Lehman Brothers went bankrupt in the context of the subprime crisis and Hypo Real Estate in Germany had to be state-owned in order to avert the total collapse of the global economy.


The opportunity of gold stocks in 2020

In 2008, when investors around the world panicked and sent stock markets into a downward spiral, they also temporarily pulled out of gold company stocks. As a result, the share prices of the major gold companies also went into decline. Compared to other industries, however, share prices of the well-known companies working with gold recovered quickly. In 2020 everything is a little different, as the value of most gold companies has been trading at a low level for several years.


The price of the precious metal increased

In connection with the current corona crisis, there has so far been no significant price capers among the large gold companies. The price of a troy ounce of gold has risen since last summer from under USD 1,300.00 by more than 30% to now almost USD 1,700.00. Based on this situation, it can be assumed that shares of gold companies will be able to continue to trade at a stable price of the precious metal. The large companies such as Kinross Gold (TSX: K) with a market value of CAD 9.3 billion and Yamana Gold (TSX: YRI) with a market value of CAD 5.4 billion are much demanded by investors.


Triumph Gold as takeover target

Investors wishing to enter the market at an earlier stage of value creation usually invest in exploration companies. The Canadian company Triumph Gold (TSXV: TIG) explores and develops its own properties in the Yukon. The company already has Newmont on board as a major shareholder with a 9% stake. The exit strategy of investors in Explorer is usually a takeover by a producer - as soon as enough data on gold reserves is available. Triumph Gold's share price is still at a low level, but this also represents an opportunity. The company's most recent market value was CAD 19.0 million.



CONFLICT OF INTEREST & RISK NOTE
We would like to point out that Apaton Finance GmbH, the owner of news.financial, as well as partners, authors or employees of Apaton Finance GmbH may hold shares in the aforementioned companies and that there may therefore be a conflict of interest. Further details can be found in our ´Conflict of Interest & Risk Disclosure´.


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