AMD, Veganz Group, and Heidelberger Druckmaschinen AG on a roll

Heidelberger Druck with defense fantasies

Not a week goes by without a company mutating into a player with defense fantasies. Most recently, it was Salzgitter AG, which jumped 35% after announcing approval for the delivery of its SECURE 500® armored steel, only to lose all its gains after issuing a profit warning. Now, Heidelberger Druck is taking center stage among "defense investors".

The reason for the 20% rally to EUR 1.90 is the announcement of a cooperation with defense supplier Vincorion, which develops emergency power generators for the Eurofighter, Europe's leading fighter jet system, among other things. Heidelberger Druckmaschinen will design control technology for Vincorion in the future. The aim is to develop modern power management and distribution systems that can be used in various military applications.

The long-term cooperation has been set out in a memorandum of understanding. The focus is on promoting technological sovereignty and strengthening domestic value chains, which represents a strategically important step for both companies.

"This is our first concrete project in the defense industry," CEO Jürgen Otto told the news agency dpa. The Company is thus joining a growing number of German industrial companies that are repositioning their technologies for military applications in the wake of the current defense spending rally.

Veganz Group – Discrepancy with intrinsic value

Veganz Group shares have gained over 330% to EUR 19.45 since the beginning of December last year. Nevertheless, the market capitalization of EUR 36.53 million still appears to be significantly undervalued compared to the intrinsic value of the disruptive portfolio.

The planned sale of OrbiFarm GmbH alone will bring EUR 30 million plus a share of profits into the Berlin-based company's coffers.

In addition, the innovator in plant-based food technologies was able to significantly strengthen its equity base through combined capital measures with a total volume of around EUR 7.1 million. According to the Company, the new shares will mainly be used to strengthen the equity base, expand production capacities, and finance further growth. This is offset by a long-term bond with a volume of around EUR 10 million.

The team led by CEO Jan Bredack sees Mililk FoodTech GmbH, founded at the end of June, as a growth driver, initially focusing on plant-based milk alternatives.

A novel, patented 2D printing process opens up completely new possibilities for the production of plant-based milk alternatives. A production site has already been selected in the US, which is expected to produce over 60 million litres of oat milk and other plant-based alternatives annually. Up to six plants are planned for Europe.

The process enables oat milk to be produced in a highly concentrated form in plates. For large consumers such as coffee chains or fast food restaurants, the product is then reconstituted with organic-quality water and made suitable for baristas.

The advantages are considerable: long shelf life, up to 85% less weight and volume, up to 94% less packaging material, and CO₂ savings of up to 90%. In addition, no refrigeration is required. This not only drastically reduces transport and logistics costs, but also significantly minimizes packaging waste.

Veganz is currently in talks with strategic investors. The Berlin-based company's goal is to continue to operate as the majority shareholder after a planned entry with a total volume of between EUR 10.0 and 20.0 million.

AMD – Unleashed

Chip manufacturer AMD has more than doubled since the tariff shock on April 9 of this year. At USD 175.36, the share price even catapulted itself just above the significant resistance level of USD 174. However, caution is still advised, as AMD shares appear to be increasingly overbought. In addition, the US company is set to publish its quarterly figures on August 5. Anything less than exceeding forecasts could bring the current rally to an abrupt halt.

The news that AMD is considering massive price increases for its Instinct MI350 AI chip sparked euphoric buying. According to a media report, the US company plans to raise the price of its high-end GPUs from around USD 15,000 to around USD 25,000, an increase of almost 70%. Despite the hefty markup, the new price level would still be below that of its direct competitor, NVIDIA, whose Blackwell B200 is priced at over USD 30,000.

According to an analysis by HSBC, this move signals not only strong demand in the market for AI hardware but also customers' willingness to pay higher prices for powerful alternatives to NVIDIA. Market observers also see this as a clear indication of rising margins and possible sales jumps in the coming quarters.

With the MI300 series, AMD is increasingly positioning itself as a serious competitor in the booming AI hardware market, which has been dominated by NVIDIA to date. The prospect of higher average selling prices coupled with growing demand strengthens the Company's strategic position. Especially in the context of massive infrastructure investments by hyperscalers and cloud providers, AMD has created a powerful and attractively priced alternative with the MI350 and MI355X models.

Heidelberger Druck is transforming itself into a company with defense industry appeal, while AMD is thrilling investors with price increases for its AI chip. At Veganz Group, the intrinsic value is likely to exceed the market capitalization significantly.