Close menu

August 3rd, 2021 | 13:12 CEST

Amazon, Aspermont, Zoom - Economies of scale without end

  • Digitization
Photo credits:

The reporting season is in full swing. While e-commerce giant Amazon disappointed both investors and analysts with a weak outlook, Apple and Tesla came up with better than expected numbers. Unnoticed by the mainstream, a publishing company is evolving into a media technology company with unlimited scaling potential. Be there from the start to profit from the next Amazon.

time to read: 3 minutes | Author: Stefan Feulner
ISIN: AMAZON.COM INC. DL-_01 | US0231351067 , ASPERMONT LTD | AU000000ASP3 , ZOOM VIDEO COMM. A -_001 | US98980L1017

Table of contents:

    Unlimited possibilities

    At Aspermont, the leading media services provider for the global commodities industry, an end to growth is rather unlikely in the next few years. On the contrary, the transformation from a pure publishing house - Aspermont's publications such as Mining Journal and Mining Magazine have a history of over 185 years - to a global online B2B service provider should mean rosy times ahead for the ambitious Australians.

    Better than Netflix

    The digital transformation strategy included launching an Anything-as-a-Service (XaaS) model for B2B media, distributing high-quality content at a cost to a growing global audience. Through its long history, Aspermont has gained over 7.5 million registered contacts from the mining, energy and agriculture segments. These are now to be integrated and monetized step by step into the XaaS model. In addition to industry news, customers will also be offered premium services such as research, data and live or virtual events on an individualized basis. Payment runs via a multi-level, personalized flat rate model.

    Expansion only just beginning

    Aspermont has established itself as the absolute market leader in the mining industry. The next step is to expand into other segments and countries by developing the disruptive B2B platform, creating huge economies of scale. The geographic expansion alone should make the cash registers ring in the future; only 7% of the 4 million active users are from Asia. The expansion of activities into China is, therefore, a top priority for the management. With a well-filled cash position of around EUR 4.6 million, Aspermont intends to grow inorganically by acquiring new holdings in addition to developing new products. A B2B financing platform seems just as likely as cooperation with an online broker.

    Quarterly figures show growth

    The figures for the past quarter have just been released. The gross profit increased by 22% to EUR 1.74 million compared to the previous quarter and the gross margin climbed from 58% to a strong 65%. Growth is seen in all segments. The Data segment with 140% should be highlighted. The segments XaaS with 25% and Services with 9% completed the excellent result. Overall, EBITDA increased by 10% to EUR 0.25 million. Currently, the figures are still at a low level. However, it is already apparent that the economies of scale are taking effect. The stock market value of Aspermont is currently EUR 44.53 million. If you want to invest in innovation and growth, this is the right place for you.

    Growth instead of security

    Like a phoenix from the ashes, Zoom rose from the ashes last year due to the Corona lockdowns. But its rapid popularity came at a price. Originally, the video conferencing service was intended for business-to-business use only. In the wake of the lockdown, however, the free service also became interesting for private customers, who arranged to meet for workouts and yoga classes, in addition to video calls. In turn, this prompted bystanders to join other people's meetings and contribute content, some of which was undesirable or repulsive.

    Now users from the US have gone to court to sue Zoom for inadequate security precautions. The Company wants to settle the class-action lawsuit with a payment of up to USD 85 million. However, the settlement with the plaintiffs still has to be approved by the competent judge in California. The share opened with a loss of more than 5% but already turned back into the green zone in the course of trading.

    Offline comes back

    Online was the only way to store during the lockdown. As a result of the rising vaccination rate and significant relaxations, people are increasingly shopping in retail stores again. The fact that even Amazon's growth would weaken should hardly come as a surprise to anyone. Nevertheless, stock exchange traders were disappointed by the latest forecasts of the online retailer for the current quarter. The group held out the prospect of sales of up to USD 112 billion, a weakening in growth to a maximum of 16%. After the sell-off, the share price should stabilize in the USD 3,300 range. In the long term, we continue to see Amazon as the undisputed market leader.

    Amazon received a dampener after the announcement of the figures. Concerning the chart technical situation, we advise watching the title closely, as with Zoom. In contrast, the share of the online media Company Aspermont is extremely promising in the long term.

    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.

    Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.

    The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered here. Please also note our Terms of use.

    Der Autor

    Stefan Feulner

    The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
    He is passionate about analyzing a wide variety of business models and investigating new trends.

    About the author

    Related comments:

    Commented by Juliane Zielonka on August 31st, 2023 | 09:05 CEST

    Strategic turning points in Chemicals, Automotive and Energy: Investment opportunities with Defense Metals, Volkswagen and BASF

    • Mining
    • RareEarths
    • Electromobility
    • Digitization

    Rare earths are becoming increasingly important due to digitalization, especially for the electronics industry. Defense Metals, a company from Canada, is focusing on the extraction of rare earths at the Wicheeda project. Geotechnical investigations are progressing rapidly in order to develop the valuable raw material. Volkswagen reports an impressive 17.9% increase in car sales in July. Nevertheless, the Company is lowering its annual sales forecast due to growing competition in China. Germany's energy transition is affecting major corporations like BASF. The US company Cheniere Energy will supply BASF with liquefied gas in the future. To adapt to the new market conditions, BASF has successfully completed the spin-off of its mobile exhaust catalyst and precious metal services businesses. The new site surprises.


    Commented by Stefan Feulner on June 22nd, 2023 | 08:20 CEST

    PayPal, Star Navigation Systems, Palantir - Fully on course

    • Digitization
    • Technology
    • Software
    • AI

    Since the start of generative AI around Chat GPT, Google Bard & Co at the latest, artificial intelligence has become mainstream. There are many beneficiaries of the hype, above all, the graphics card specialist Nvidia, which exceeded the average expectations of analysts by about 50% with its current sales forecast. The reason for these numbers surpassing the consensus was the Company's "incredible orders" for data center upgrades. In addition to Nvidia, lesser-known companies are also benefiting from the revolution based on information and communication technology.


    Commented by Juliane Zielonka on June 15th, 2023 | 07:25 CEST

    Nvidia, Defense Metals, Uniper - Valuable commodities for trillion-dollar digital market

    • Hydrogen
    • Rare Earth Elements
    • Energy
    • Digitization

    Digital transformation is critical for industrial companies worldwide to remain competitive and gain strategic advantage. In this context, Nvidia and Hexagon have partnered to provide companies with a comprehensive set of solutions for accelerating industrial digitalization. Defense Metals, on the other hand, secured the supply of essential rare earths for the global energy transition with a successful hydrometallurgical trial and feasibility study. The Wicheeda project in British Columbia strengthens the local energy supply and offers strategic advantages in defence, security and green technology. Uniper, an international energy company, relies on biomass instead of natural gas for energy production. With the construction of a syngas plant in the Netherlands, the Company aims to replace natural gas with sustainable gas in chemical production processes.