ALERT at Nel ASA! BUYING OPPORTUNITIES in BYD and Walmart partner MiMedia stock?

MiMedia: Share price pullback presents entry opportunity

MiMedia currently appears to offer an exciting entry opportunity. Sometimes, share price performance and operational development diverge for a period of time—and that is precisely what is happening with this cloud company. After the share price doubled to EUR 0.64 within just three weeks in July, a correction was to be expected. But now the share price stands at EUR 0.40. At the same time, there has been very positive news from the provider of cloud-based storage solutions for personal media data such as photos, videos, music, documents and SMS.

MiMedia aims to gain a foothold in the world's most important mobile phone market – in terms of users and device manufacturers – through a partnership with ADG China. ADG specializes in bringing the programs and products of Western technology companies to Chinese smartphones. Now, ADG is tasked with promoting the sales of MiMedia's consumer cloud platform in China and persuading smartphone manufacturers to integrate it. For app providers, having their apps pre-installed on devices at the factory is the ultimate accolade.

ADG manager Chris DeAngelis commented: "We look forward to working with MiMedia and introducing their next-generation cloud platform to the mobile OEMs in China that we know well. We believe the timing is right and that OEMs are looking for a solution like MiMedia's to unlock attractive new recurring revenue streams, reduce churn, and differentiate themselves in the market, while extending the important value proposition of the cloud to their large customer base."

MiMedia was able to convince Chinese manufacturer Coolpad to pre-install its app in the first half of the year. Just a few months after the agreement was signed, tens of thousands of Coolpad smartphones with integrated MiMedia technology have already been manufactured. They are intended for the Latin American market. In the course of the year, the MiMedia app will also be available on Coolpad devices in other regions.

This should further advance the spread of the MiMedia app and soon enable significant revenue and profits. There is much to suggest that the share price will rise again.

Nel: Silence is an alarm signal

Unlike MiMedia, things are alarmingly quiet at Nel ASA: the latest operational announcements – partnerships, new products, orders – date back to May and April. The hydrogen pioneer is actually known for its very active communication. Either the new major shareholder, Samsung, has implemented a change in strategy, or there are no significant updates to report. The latter would be alarming and would make the hoped-for recovery of the share price a distant prospect. Since mid-January 2025, Nel shares have been trading at around EUR 0.20. Only in March was there a strong surge when Samsung's entry was announced. After that, however, disillusionment quickly set in. Apart from the CompassH2 hydrogen plant, no other joint initiatives have been presented so far.

The next quarterly figures will not be published until October. Hopefully, they will be better than in Q2, when Nel reported a decline in revenue from NOK 332 million to NOK 174 million. The alkaline electrolysis segment was blamed for this. Due to a lack of project milestones, revenues there fell by 70%. While revenue almost halved, the net loss rose from NOK -118 million to NOK -131 million. Particularly alarming at the time: order intake amounted to only NOK 71 million, 74% below the same quarter of the previous year. Due to the lack of news, it cannot be assumed that there has been any significant change in the development.

BYD is available in Europe

Does BYD offer an entry opportunity alongside MiMedia? After all, the Company finally appears to be gaining a foothold in Europe.

In July, significantly more vehicles were registered in the EU again. In the electric vehicle segment, BYD clearly outperformed the former market leader Tesla. Overall, new registrations of electric vehicles in the EU rose by 39.1% in July, and plug-in hybrids by 56.9%. The electric pioneer Tesla is still unable to benefit from this. New registrations for the vehicle manufacturer dominated by Elon Musk slumped by 42.4% – and by more than 50% in Germany. This means that Tesla sold only 6,600 vehicles in Europe in July. In contrast, BYD tripled its sales, selling 9,698 cars in July 2025. This means that the Chinese company sold around 80,000 vehicles in Europe in the first seven months of the year. However, the medium-term goal is still a long way off. In an interview, BYD's European president, Michael Shu, set a target of 800,000 units by 2030.

However, the price war in the domestic market is currently more important for the development of the stock. Its impact on BYD's profits in the first half of 2025 was less severe than expected. The Shenzhen-based company announced that it generated revenue of 371.28 billion yuan in the first half of the year, representing a 23.3% increase from the same period last year. Net profit rose by 13.79% to 15.51 billion yuan.

This development is all the more remarkable when one considers that research and development spending increased by 53% to 30.88 billion yuan during the same period.

The figures caused only brief jubilation on the stock market on Friday. With Wall Street weak, the share price on the Frankfurt Stock Exchange fell sharply in the afternoon.

BYD appears to be weathering the price war in China relatively well "so far". Either way, as the market leader, it is likely to emerge from this phase as the winner. Accordingly, buying the stock when it is weak could be worthwhile in the long term. Buying MiMedia shares at the current level looks attractive. The pullback appears exaggerated in light of the positive operational updates. In contrast, there is little reason to buy Nel shares at the moment.