October 16th, 2020 | 11:20 CEST
Amazon, Apple, Almonty: Triple-A: Unique position is required!
Table of contents:
Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.
Amazon - Jeff Bezos rules online ordering
If one were to interview Jeff Bezos, one would hear that the already overpowering Amazon will probably have conquered the entire consumer world in 10 years. Whoever wants to buy a product today doesn't even bother to visit a small, specialized platform anymore. Scrolling on Amazon, there would be a good chance of finding multiple suppliers for a single product. Jeff Bezos knows about this fact. It is why Amazon is rarely the cheapest provider because Bezos scores with speed, availability, and first-class customer service.
Purchasing may not be the most inexpensive alternative, but it will be the easiest. Thus it runs approximately with the online giant, with over USD 300 billion revenues and nearly 40% profit growth in the year also be valued at USD 1.7 trillion. However, hardly anyone knows the real profit pearl of Amazon, it is not the sale of goods, but the rental of the world's largest computer architecture, bundled in the AWS division. This architecture is where scalability comes alive - the boss Jeff Bezos is above all doubt, he is on top.
With assets of around USD 132 billion, he tops the list of the richest. A regiment that sometimes makes you lonely! The Amazon stock, in any case, has increased exactly 1,000% in the last seven years and has doubled since the March correction. Jeff, you are the greatest!
Apple - Steve Jobs vision has now come true
If he were still alive - he would probably be incredibly proud and fascinated by his visionary intelligence. Steve Jobs predicted at the launch of the first iPhone in 2007 that "people out there will be doing everything with smartphones in 10 years" - he was right about that it only took about 13 years. Now the cell phone is everywhere doing everything, tracking everything, and knows everything - the perfect companion for all among us.
You don't know many people who stay away from mobile devices altogether anymore. The story of Apple itself is similar to that of Amazon, only better, higher, and further. Apple today is valued at USD 2.1 trillion, has grown 1,000% in 7 years, and generates nearly USD 80 billion cash flow per year. Tax payments are avoided as far as possible in favour of the shareholders. International accounting is as simple as that.
The new iPhone 12, with 5G technology, was presented on 13 October. The starting price remains at USD 1,299.00, a bargain for the fastest generation of cell phones. Like Amazon, however, it is not the delivered device that brings the best profit. No, it is the data that each user voluntarily provides and the services that get used around the cell phone. Apple is THE stock market story of the century!
Almonty - Whoever uses high-tech needs rare metals
The third A in our Triple-A approach focuses on an often forgotten fact. High-tech producers need rare metals, and those have become rare on this planet. Often in the hands of regimes like China. Almonty owns tungsten mining sites in Spain, Portugal, and South Korea. They produce tungsten concentrate about 50 kilometres from Salamanca and 260 km northeast of Lisbon. The South Korean project will be the largest in the group and will go into production in 2022. All three mines together account for a high single-digit percentage of the world's tungsten reserves, making Almonty an essential supplier for modern industries. The Deutsche Rohstoff AG still owns 12% of Almonty - an asset that will likely get sold for a fair price.
Almonty has a second story that is very interesting: It has a large molybdenum deposit below the Sangdong tungsten deposit in South Korea. The current valuation of Almonty is based solely on tungsten assets. The molybdenum deposit is referred to as the "Deep Moly Deposit" and has a vertical thickness of up to 400m. Exploration work carried out by Korea Tungsten Mining Co Ltd (KTMC) resulted in a preliminary resource estimate of 16.3 million tonnes, grading 0.4% MoS2 (molybdenum disulphide), depicting an extracted quantity of approximately 52,000 tonnes (calculated at 80% yield). At a current molybdenum price of USD 18,250/tonne, the discounted present value would therefore be over USD 500 million. Almonty itself, however, is only valued at just under CAD 140 million on the stock exchange.
Conclusion: If you are looking for market leaders and real values, you are interested in all Triple A-shares. Which one of these will make the running in the next ten years? We don't know - but one thing is sure, without tungsten, the high-tech world of Amazon and Apple would not work. At the current rate of CAD 0.77 CAD or EUR 0.51, Almonty is worth a speculative admixture.
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