Recent Interviews

Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG

Dr. Thomas Gutschlag
CEO | Deutsche Rohstoff AG
Q7, 24, 68161 Mannheim (D)

+49 621 490 817 0

Interview Deutsche Rohstoff AG: "We can imagine additional investments in the field of electromobility."

Steve Cope, President, CEO and Director, Silver Viper

Steve Cope
President, CEO and Director | Silver Viper
1055 W Hastings St Suite 1130, V6E 2E9 Vancouver (CAN)


Interview with Silver Viper: Future price drivers and takeover fantasy

Karim Nanji, CEO, Marble Financial

Karim Nanji
CEO | Marble Financial
1200-1166 Alberni Street, V6E 3Z3 Vancouver (CAN)


Interview with Marble Financial: Fintech innovator plans expansion into the US

24. March 2021 | 06:02 CET

Aspermont, ProSiebenSat.1 Media, Porsche - It is all about speed!

  • Investments
Photo credits:

When it comes to digitization, Germany probably slept through everything announced in the Digital Pact a few years ago. For years, it has been impossible to make mobile calls without interruption, and anyone who doesn't live in a major city center doesn't have much luck with the Internet either. Now, in the pandemic, these shortcomings are coming to light. Digital society, far from it! How simple it would be to have online-controlled admission systems and access control for our popular cultural institutions. Whether restaurants, cinemas, theaters, ski lifts or zoos - if travel to Mallorca is made possible, then surely, regulated openings for those seeking recreation in their own country should be too. But, imposing bans is more fun than listening to and implementing intelligent ideas - poor Germany!

time to read: 4 minutes by André Will-Laudien



André Will-Laudien

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.

About the author

Aspermont Ltd. - Digital understanding in its purest form

A specialist in digital content is Aspermont Ltd. from Australia. The media group, which sells print magazines and also its digital business, is a media capital market companion for many companies in the commodities sector. Aspermont earns through steadily increasing advertising revenue, which is a result of its growing user base. Scaling is now required because digital business models initially require high investment costs, but the resulting reach makes it possible to dock completely new services.

More than 250,000 active users a month bustle around the website, generating a total of 7.5 million digital touchpoints. Creativity is now required to evaluate these touchpoints in the best possible way and inspire the prospective customer on new services. In this way, the average revenue per customer can be increased without a significant increase in the user base. One proven method is to dock connected business models.

Aspermont raised around AUD 3 million through a capital increase of 100 million shares at the beginning of March, increasing its cash position to a comfortable AUD 7 million. It is obvious to equip the many contacts in the financial market with an additional bridging function, e.g. a financing platform. The only thing missing is a connection to a local broker who can support the companies seeking capital with the appropriate services. Aspermont pretends to be a spider in the web because it knows both the seeking side and the capital provider very well. The connecting points are provided by the in-house data analysis of corresponding user behavior.

Aspermont's stock, with a capitalization of around AUD 67 million, is still a bargain compared to other data analysts and media experts like Palantir or Snowflake on NASDAQ. In our opinion, Aspermont should be able to make up this valuation gap bit by bit with its interesting business approach. The Aspermont share is traded in Germany with a high turnover on Tradegate.

ProSiebenSat.1 Media - What a Turnaround Looks Like

ProSiebenSat.1 Media SE is one of Europe's leading media groups. Its core business consists of advertising-financed free TV, which is received in some 50 million households in Germany, Austria and Switzerland. With 15 free and pay TV stations, the Company is well-positioned to reach all commercially relevant target groups in German-speaking countries. The formats it produces are also sold to other TV stations around the world.

ProSieben can be found on all digital platforms and is in permanent competition with RTL Luxembourg and Axel Springer Medien. According to the latest evaluation of the Media Association, ProSieben was the big winner in the social media ranking of German media brands in February. The current seasons of "Germany's Next Topmodel" and "The Masked Singer" have enabled the station to take off on Instagram and TikTok. On the other hand, Axel Springer's flagship "Bild" lost ground once again and is even falling behind RTL.

In addition to its traditional TV business, the Group also operates the Joyn streaming platform and is active in the e-games, commerce and online dating sectors. All business areas combined form a sound basis for strong growth in the coming years. Especially in the pandemic, entertainment formats of all kinds and abundance are a welcome change from the everlasting lockdown. The upward trend since the brilliant turnaround in October could therefore continue for a while, although a market capitalization of more than EUR 4 billion is no mean feat either.

Porsche SE - Profit in the billions for the VW parent company

Since the spectacular takeover in 2008, PSE Holding has been the majority shareholder in Volkswagen AG with around 53%. Porsche Holding had gained a controlling interest in VW virtually overnight through the purchase and exercise of call options. At the time, the share price had risen to over EUR 1,000 due to an artificial shortage of shares; in the index, the ordinary shares were then exchanged for the more liquid, preferred shares.

PSE Holding does not have its own operating business, which means that its earnings are heavily dependent on the VW subsidiary's fortunes. After an interim plunge into the red, Porsche SE still posted a profit in the billions last year and is optimistic about the future.

Net profit in 2020 amounted to EUR 2.6 billion, the Stuttgart-based holding Company announced yesterday. Although this represents a year-on-year drop of around 40%, PSE was still in the red in the middle of the year due to the Corona slump in the automotive business. The stabilization in the automotive sector in the second half of the year made a decisive contribution to the recovery. For the year 2021, PSE expects a net profit of between EUR 2.6 billion and EUR 4.1 billion if the global economy continues to recover. In electromobility, the Company wants to play a shaping role in the upper segment.

Porsche SE's preferred shares have risen by a full 200% since March 2020 and will soon reach a new 13-year high. Since this higher valuation is primarily due to the well-positioned VW subsidiary, we advise caution at the level now achieved because a flourishing automotive business like 2015 to 2017 simply looks different.


André Will-Laudien

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.

About the author

Conflict of interest & risk note

In accordance with §34b WpHG we would like to point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH may hold long or short positions in the aforementioned companies and that there may therefore be a conflict of interest. Apaton Finance GmbH may have a paid contractual relationship with the company, which is reported on in the context of the Apaton Finance GmbH Internet offer as well as in the social media, on partner sites or in e-mail messages. Further details can be found in our Conflict of Interest & Risk Disclosure.

Related comments:

15. April 2021 | 07:15 CET | by Stefan Feulner

Alibaba, The Place Holdings, CureVac - Great opportunities lie here!

  • Investments

The German vaccination disaster is going into the next round. After the AstraZeneca vaccine's back and forth and the question of whether only younger people, older people or no one should be vaccinated with the vaccine, the American vaccine manufacturer Johnson & Johnson is now experiencing delivery stoppages. The return to "normality" once again seems to be a long way off. Another question to ask yourself. What will future life in the new normal look like in the hard-pressed inner cities?


14. April 2021 | 07:32 CET | by Carsten Mainitz

Aspermont, Atari, AMD - 'A' for exceptionally good investments!

  • Investments

1835, 1969 and 1972 - these dates are associated with the three companies presented below. All of them are classics, iconic for their industry. One, a media company, which can refer to the oldest, continuously appearing publications in mining and commodities. Another, an iconic video game producer whose fame is based on one of the first video games for home use and whose logo should be almost as well known as the one with the apple. And lastly, one of the leading producers of computer chips, whose success is fed by the attack on the market leadership position of an industry veteran and whose products are very much in demand today, especially in the field of Bitcoin mining. What they all have in common is that there is significant upside potential in them. Excited?


14. April 2021 | 07:25 CET | by Nico Popp

SAP, wallstreet:online, Bitcoin Group: Where digitization creates growth

  • Investments

German government offices, doctors' offices and even schools show that digitization is far from complete. The current pandemic is ruthlessly exposing the problems. Processes are still too complex, characterized by media disruptions, and data cannot be exchanged efficiently. Companies that offer digital solutions and have already gained experience with digitization can be the beneficiaries of tomorrow. We present three stocks.