December 14th, 2021 | 12:40 CET
BioNTech, Bayer, Ayurcann: From vaccination records to cannabis
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For more than twenty years, the Cologne native has been intensively involved with the stock market, both professionally and privately. He is particularly passionate about national and international small and micro caps.
BioNTech: The cash register is ringing again, USD 400 price target
The BioNTech share has started the new stock market week positively. There are several reasons for this. More than 6.4 million vaccine doses were administered in Germany alone last week. That is a record, and BioNTech is likely to account for a significant portion of this. And also, in the coming weeks and months, it should ring in the cash box of the Mainzer strongly. The vaccination campaign for five to eleven-year-olds is starting this week. German Health Minister Karl Lauterbach explained his strategy against the Omicron virus variant at TV ("Anne Will") on Sunday and why he considers compulsory vaccination inevitable. "The booster vaccination is incredibly valuable." In triple-vaccinated individuals, he said, protection is 75% even against the Omicron variant, and those who do become infected usually do not become severely ill. "That is very noteworthy," the SPD politician said. Lauterbach expects vaccines adapted to Omicron to be available in the spring. Partners BioNTech and Pfizer are already working on that. In addition, BioNTech is already working to increase production capacity to about 4 billion doses for next year. Last week, Berenberg had reiterated its buy recommendation on BioNTech shares. The price target is USD 400.
Ayurcann: Strong growth and not expensive
In Germany, the new traffic light government has announced the legalization of cannabis. As the largest country in the EU, this has created new growth imagination in the cannabis sector. A new company has recently entered the German stock market to capitalize on the market opportunities: Ayurcann Holdings Corp., a leading provider of so-called post-harvest solutions. The Canadian Company specializes in pharmaceutical and beneficial products for adults made from the hemp plant within this segment. In addition, Ayurcann offers medical preparations and primarily addresses B2B customers. The Company is expanding into various recreational markets and currently ships its cannabis 2.0 products across Canada. Its main products are Fuego brand vapes and Vida brand tinctures, and they have been shipped to New Brunswick and Saskatchewan.
Ayurcann is benefiting from the gradual opening of regulated cannabis markets worldwide. The Company also sees growth opportunities in Europe as the political climate favors hemp medicinal approaches. In this context, the plans of the traffic light government could become a blueprint for the entire European Union. Even without this opening scenario, Ayurcann is growing strongly. In the first nine months of the year, the Company increased revenue by 137% to USD 1.9 million. Gross profit increased from USD 169,000 to USD 931,000, representing a gross profit margin of 49%. Meanwhile, Ayurcann has also completed the expansion of Phase 2 of its new Pickering plant, which will increase extraction capacity to 300,000 kg of input biomass and filling and co-packaging capacity for cannabis products to up to three million. Contracts for shipments to Manitoba, Ontario and Alberta in the coming quarters have already been signed. Accordingly, the market capitalization of around CAD 17 million does not appear too high, even compared to the billion-dollar valuations of industry heavyweights like Tilray, Aurora and Canopy. Ayurcann is only in an early corporate stage.
Bayer: From DAX heavyweight to gambler's stock
Bayer has shown for years that shares in the healthcare sector are also associated with risks. The proud aspirin company and former DAX heavyweight has become a plaything for courts and lawyers. Last week, Bayer scored a point. The Company won a lawsuit in the US concerning alleged cancer risks of glyphosate-containing weed killers. Accordingly, the share price rose by more than 5%. However, the tide could turn again this week. The decision of the US Supreme Court on a possible landmark hearing in the glyphosate dispute is eagerly awaited. However, the US Supreme Court will initially only decide whether or not to accept the case. According to a court document published Monday, the US Supreme Court wants to get the opinion of the US government in Washington on the case. Either way, nothing is won or lost. The glyphosate issue will continue to determine the performance of Bayer stock for some time to come. Credit Suisse left its rating on Bayer at "Neutral" with a price target of EUR 57 ahead of a decision by the US Supreme Court on a possible landmark hearing in the glyphosate dispute.
Corona and cannabis have become sustainable stock market trends. Investors can profit from these trends with BioNTech and newcomer Ayurcann. Bayer remains a share for gamblers for the indefinite future.
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