Menu

Recent Interviews

Humphrey Hale, CEO, Managing Geologist, Carnavale Resources Ltd.

Humphrey Hale
CEO, Managing Geologist | Carnavale Resources Ltd.
Level 2, Suite 9 389 Oxford Street, WA 6016 Mount Hawthorn (AUS)

info@carnavaleresources.com

Interview Carnavale Resources: Good cards for long-term success


Bill Guy, Chairman, Theta Gold Mines Limited

Bill Guy
Chairman | Theta Gold Mines Limited
Level 35 (ServCorp), Intl Tower One 100 Barangaroo Ave, 2000 NSW Australia (AUS)

info@thetagoldmines.com

+61 2 8046 7584

Interview Theta Gold Mines: This team has already brought 20 mines into production


David Mason, Managing Director, CEO, NewPeak Metals Ltd.

David Mason
Managing Director, CEO | NewPeak Metals Ltd.
Level 27, 111 Eagle Street, QLD 4000 Brisbane (AU)

info@newpeak.com.au

+61 7 3303 0650

Interview New Peak Metals: Many chances for great success


17. May 2021 | 10:29 CET

Aspermont, SAP, Square - "Digital transformation" megatrend as a snack for the portfolio!

  • Digitization
Photo credits: pixabay.com

Paper tigers are threatened with extinction, and the threat is called digitalization. The simple definition of digitization (the conversion of analog formats into digital formats and their processing or storage in a digital system) conceals countless individual cases and, in total, the far-reaching upheaval of entire industries and sectors of the economy. In the following, we present three companies that are all profiting from the megatrend. Here are the yield drivers for your portfolio.

time to read: 3 minutes by Carsten Mainitz


 

Author

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

About the author


ASPERMONT LIMITED - Harvest time has begun

The extensive transformation of a business model does not happen overnight. Of course, a favorable outcome is desirable, but this is anything but certain. Aspermont can be described as a success story. The Company is the market leader with its two longest-serving regular publications for the mining sector, Mining Journal and Mining Magazine. The transition from print to media took time. The successes of the digital transformation strategy can now be reaped.

As a global B2B service provider whose success is based on the publications mentioned, the huge database of more than 7 million selected contacts in management positions is a crucial asset. The highly scalable service spectrum as XaaS (Anything as a Service) primarily comprises "content." In addition, cross-selling leverages commercial success. In October 2020, in response to the travel and contact restrictions of the Corona pandemic, Aspermont created a new division, Virtual Event & Exhibition (VEE). After just a few months, this new division generated more than AUD 1 million. Aspermont has succeeded in acquiring more than 100 new business customers for the VEE platforms, even outside the focus industries, including high-profile companies such as Dassault, Hexagon, S&P, Olympus, SAP and Honeywell. They do not just book one or two-day events but are committed through twelve-month contracts and often request additional services from the product universe.

Aspermont is debt-free. In the first half of the current fiscal year, which ended in March, the Australians achieved a 22% increase in subscription revenues to more than AUD 4 million thanks to growing customers. In our view, the revenue potential of Aspermont's business model is just beginning. Scaling and cross-selling still leave significant room to grow. The current market value is around AUD 58 million. Analysts rate the stock as a doubler at this level.

SAP SE - Ironing out the price dip: work in progress

With a current market capitalization of EUR 140 billion, the DAX-listed Company is the third-largest software group in the world after Microsoft and Oracle. SAP recognized the potential of the digital transformation early on and purposefully developed robust, standalone cloud solutions such as SAP S4/HANA, but has also always been open to cross-platform applications. Therefore, it is possible to connect SAP cloud computing solutions via open interfaces even with third-party installations such as Google, AmazonWebServices or Microsoft Azure. This openness is an essential argument for many customers and a success factor for the Germans.

Last fall, the share price collapsed to below EUR 100 but is now trading above this mark again at EUR 114. At that time, the share price slide was triggered by the fact that the originally issued targets had been cashed in. A few days ago, at the Annual General Meeting, CEO Klein emphasized the correctness of the strategic decisions made. Focusing even more intensely on cloud services and accepting high investments for this was the right thing to do in the long term in the interests of customers, despite the short-term negative impact on the balance sheet and the share price. "We cannot sacrifice the success of our customers and our growth potential in order to optimize our margins in the short term," Klein emphasized.

The software company based in Walldorf near Heidelberg, Germany, earned EUR 5.28 billion last year, 57% more than the year before. The dividend increased by EUR 0.27 to EUR 1.85. The Company has announced that it will be massively stepping up its cloud business over the next few years - by 2025, the share should already be 85%.

SQUARE INC - For now, no more appetite for Bitcoin

Square Inc. is a financial service and mobile payment company based in San Francisco, California. It was launched in 2009 by, among others, the go-getting Twitter founder Jack Dorsey. Organically and through many acquisitions, the Company has grown rapidly and is now valued at around USD 95 billion. When Square went public in 2015, it was valued at just USD 2.9 billion. The share has corrected almost 30% in recent weeks. However, analysts continue to maintain their positive assessment of the share and formulate an average price target of USD 275.

The Company's basic idea was to offer a simple payment option for customers at merchants by linking software and hardware products. That is, mobile devices and computing devices should be transformed into payment and point-of-sale solutions. The goal is to build an entire "merchant ecosystem." With the launch of the Cash App several years ago, the Company has taken a significant step. Square is equally a big proponent of cryptocurrencies and invested heavily in Bitcoin in recent months. A few days ago, however, Square now surprisingly announced that it currently had no plans to invest more in Bitcoin.


Author

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

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:

04. June 2021 | 10:53 CET | by André Will-Laudien

Brokers in the storm of digitalization - Commerzbank, wallstreet:online, Palantir, SAP

  • Digitization

The stock market madness goes into the next round. If it was GameStop last time, it is now AMC Entertainment. Plus 600% in 2 weeks and the day before yesterday a smooth doubler in one day. The share started at 30 and ran in the high to USD 70. Then yesterday came the issue of 11 million shares to increase liquidity supposedly. Good marketing stunt! The Company is, of course, taking advantage of the high share price to place USD 500 million. That is a sum the Company could not have raised at all six months ago. Yesterday, the Company warned that its share price was far too high.

Read