January 21st, 2022 | 14:10 CET
Airbus, Kleos Space, BP: Experience this space visionary live!
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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.
Airbus: Good prospects, meager share price performance
For many investors, the Airbus share still stands for aircrafts such as the A320 or the Eurofighter. But the portfolio also includes Ariane rockets and satellites. The Defence & Space division accounts for around 20% of total revenues. Reason enough to take a closer look at the Company. In the first nine months of the fiscal year, the Franco-German group increased sales by a whopping 16.6% to around EUR 35.2 billion. Despite the good figures, the pandemic is still determining short-term decisions. In the aircraft sector, however, production figures are expected to rise again in the coming months. Aircraft are still the most important sales driver, accounting for 68% of sales.
In the duel with Boeing, Airbus scores with more solid finances and the disaster surrounding the Boeing 737 Max, which customers and airlines do not see in a positive light. In a phase in which international air traffic is gaining momentum again, Airbus could secure market share. The defense and space sector should also benefit. However, the share has not yet returned to its pre-Corona level, which shows that it is not exactly a high-flyer on the stock market. Airbus also does not pay a dividend.
Kleos Space: Data from space
Kleos Space also does not pay a dividend - but shareholders would hardly expect a payout. Kleos Space is a growth company for data from space with offices in Australia, London and Luxembourg. Kleos Space satellites are already orbiting the earth. They have a unique view of regions such as the Mediterranean or other areas where smugglers, traffickers and pirates are up to mischief. Kleos Space satellites detect radio frequency transmissions in remote regions, and artificial intelligence interprets this data. Shipowners, border guards, police authorities and many others can purchase a data subscription and thus protect themselves against illegal practices - for example, the kidnapping of entire ships, including crew and cargo, is not uncommon. Shipowners who have early indications of planned criminal activity can organize support or change their route.
This January, Kleos had planned to send a third group of satellites into orbit. Due to technical problems with a device that was supposed to deploy the satellites in space, Kleos Space postponed the mission until April. Kleos Space stresses that the postponement will not negatively impact the Company's revenue plans. Interested investors can learn more about Kleos Space's specific 2022 plans at the International Investment Forum (IIF) on February 17. Andy Boyer will present and then take questions from the audience. Attendance is free, but advance registration is required. With Kleos Space's stock currently trading well below its all-time high, but the Company's equity story more exciting than ever, investors should keep this stock on their radar.
BP: This is how much oil price hype is getting through to investors
Investors should also keep BP on their radar - but for different reasons. Companies like BP are currently struggling with the energy transition. For oil producers, this is a complex undertaking. Although BP, like other major suppliers, has long been relying on wind power in parallel, investors and all citizens of Germany feel the downside of this strategy: Because hardly any investments are being made in oil or gas worldwide, prices are rising. Given the latest geopolitical tensions in the Middle East and the smoldering Russia-Ukraine conflict, oil prices are likely to remain supported. That is good news for companies like BP. However, the former oil multinationals are hardly generating any growth anymore. Instead, geopolitical uncertainty increases the need for security among companies in the commodities sector. Kleos Space's offer should also consider commodity companies operating in sensitive regions.
Investments in space have long since ceased to be utopian and are also highly relevant on Earth. Potential customers often only appreciate how valuable it can be to proactively counter risks once the damage has occurred. In the future, Kleos Space's services may find themselves being used for even more purposes than they already are. Since the business model is scalable, attractive returns beckon.
Conflict of interest
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