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August 6th, 2021 | 11:07 CEST

BioNTech, Formycon, Aztec Minerals, NanoRepro - Rollercoaster rides in the summer lull!

  • Commodities
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Summer lull and total standstill! Who has not just invested in BioNTech or Northern Data feels barely any movement in the portfolio. The stock exchanges are rehearsing the standstill, somehow nothing is going up, but this does not mean that things have to fall. Old sayings such as "What goes up, must come down!" have already been outdated for some time. For some stocks, the fantasy lasts endlessly; for other former hype candidates, the rally ends in the shredder. The hydrogen stock Nel has now lost 20% in one week. Many will say no problem because the stock market darling stands on a 3-year view still over 300% in the plus. Just someone probably has his initial investment above EUR 3. We keep trying with selective ideas.

time to read: 4 minutes | Author: André Will-Laudien

Table of contents:

    Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG
    "[...] China's dominance is one of the reasons why we are so heavily involved in the tungsten market. Here, around 85% of production is in Chinese hands. [...]" Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG

    Full interview


    BioNTech - New pecking order in the billionaire register

    Shareholders are going into overdrive with the summer hit "BioNTech". Yesterday alone it went up another 18%, the title has almost doubled on a monthly basis. The market capitalization has now even reached the USD 100 billion mark. It should be exciting in the next few days how far the vaccination fantasy still goes. Yesterday a small consolidation started.

    The big winners of the stock rocket are biotech investors Thomas and Andreas Strüngmann and BioNTech founder Uğur Şahin. Şahin holds around 17% of the Mainz-based Company, which translates into assets of around EUR 12 billion. The "Hexal twins" probably still hold 47% - a converted book value of EUR 34 billion.

    In the German register of billionaires, they are now in second place or on a par with Aldi Süd founder Karl Albrecht. Respect to the entrepreneurial skills of the family at this point. The miraculously increased share wealth should make real estate purchases around Lake Tegern even easier in the future.

    Formycon - Moving down without any announcement

    Another investment of the Strüngmann family is the Munich-based biosimilar specialist Formycon. Interested investors are wondering what has been going on with the Formycon share for a few weeks now.

    The Company had reported government funding in connection with the promising Covid-19 drug FYB 207 as recently as July. The Bavarian ministry plans to fund the development of this promising drug with a sum of EUR 12.7 million. The drug is expected to completely block cell infection in the human body by the SARS-CoV-2 virus.

    The share price has now fallen through the EUR 56 line, bringing the loss from the high of EUR 79.50 to 35%. Admittedly, the stock is still up over 100% for the year. To prevent a further slide, a tight stop should be set at EUR 49. However, operational news can lead to a strong rebound at any time.

    Aztec Minerals - Well positioned from Arizona to Mexico

    The exploration Company Aztec Minerals can definitely report successes. With the publication of the first drill results of the Phase 2 reverse circulation drill program, the management's expectations were clearly exceeded. All 5 holes intersected extensive gold and silver mineralization and extended the zones of mineralization to depth. Older prospects were also encountered, probably dating back to before 1900, when only very high-grade mineralization could be mined.

    The Canadian junior's focus is on properties in North, Central and South America. The explorer holds a 65% interest in the largest property, Cervantes, in Sonora, Mexico. It is a prospective porphyry gold-copper deposit. The Company also holds a 75% interest in the Tombstone multi-metal property in Cochise County, Arizona. This property is believed to contain recoverable mineralization of silver, lead, zinc and gold.

    The next data is now on the table in early August. Aztec Minerals and its joint venture partner Kootenay Silver Inc. have found additional gold-copper-molybdenum soil and rock geochemical anomalies at the Cervantes property in Mexico. The Phase 1 surface exploration program returned additional informative results specifically for the Estrella, Brazil, California Norte and Estrella Norte lines. Various rock chip samples returned grades up to 21.3 grams per tonne (g/t) gold (Au), with a full 10 samples containing more than 1 g/t Au. That sounds good.

    The Aztec-Kootenay joint venture has approved a Phase 2 reverse circulation drilling program of 22 wells for up to 5,000 meters, which is currently scheduled to commence in the fourth quarter of 2021. Funding for this is yet to be secured. The projects all sound very promising. Those who want to speculate on the drilling results better buy now because the market capitalization is still a manageable CAD 17 million.

    NanoRepro - With an anxious eye on the coming test winter

    We take a look at another stock that saw its share price multiply during the peak of the pandemic. NanoRepro AG, based in Marburg an der Lahn, specializes in developing, manufacturing, and selling medical self-tests and is primarily active in health planning and prevention. NanoRepro already has 24 rapid tests in its portfolio and is continuously expanding it.

    Unfortunately, after a twenty-fold increase through March 2021, the stock has returned to reality, giving up more than 75% from its high. It is currently trading between EUR 5 and 7. However, the share is not uninteresting at this level, as it is rumored that the Company wants to change its long-term strategy. And then there are the enormous liquid funds from the sales of the test kits from the heyday of the test euphoria.

    Every day it gets quieter and quieter around the share, and even the chairman of the supervisory board Olaf Stiller has been seen louder. The half-year figures will be published in September; until then, the share will continue to sway happily, driven by speculation. One thing should be clear: Millions of tests will be needed again in the fall because the vaccination rate does not really want to go up. Stay tuned to NanoRepro daily!

    The biotech sector always offers sufficient opportunities and, of course, also risks! BioNTech saw its first setback yesterday; Formycon and NanoRepro have been consolidating for some time. Aztec Minerals is a balanced bet on good drill results because the valuation fits.

    Conflict of interest

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    Der Autor

    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

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