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Matthew Salthouse
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Justin Reid
President and CEO | Troilus Gold Corp.
36 Lombard Street, Floor 4, M5C 2X3 Toronto, Ontario (CAN)

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John Jeffrey
CEO | Saturn Oil + Gas Inc.
Suite 1000 - 207 9 Ave SW, T2P 1K3 Calgary (CAN)


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20. April 2021 | 07:10 CET

BioNTech, SunMirror, Steinhoff - Great News!

  • Investments
Photo credits:

Shortly before the finish line, the going gets tough again. Many athletes and those who have to really "bite" in the last few meters before a deadline are probably familiar with this feeling. Everyday life in the Corona pandemic is also becoming more exhausting. Now, with BioNTech's announcement that it will double weekly vaccine dose deliveries to around 5.1 million units from the end of May, there may be a breakthrough in achieving herd immunity in Germany in the next few months. It is not only good news for the Company's shareholders but everyone. Below we present two other companies whose shareholders should be very pleased. Let us surprise you!

time to read: 4 minutes by Carsten Mainitz
ISIN: US09075V1026 , CH0396131929 , NL0011375019



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

BIONTECH - Billion-dollar deals ahead

There are several pieces of good news for shareholders of the Mainz-based biotech Company. The European Union will purchase another 100 million doses of Covid-19 vaccine Comirnaty this year through a corresponding option agreement. As a result, the EU will now receive 600 million doses of the vaccine, 250 million of them in this quarter alone. 600 million units would theoretically be enough to vaccinate the majority of the European population. However, voices are being raised that the vaccination should be carried out three times instead of twice, as was previously the case.

For Germany, this means that promised deliveries for Q4 will already arrive in the current quarter, giving the country an additional 10 million vaccine doses per quarter. Thus, the gap caused by insufficient or missing quantities from AstraZeneca or Johnson & Johnson can almost be closed. Currently, 6.6% of all Germans are fully vaccinated and 19.8% are vaccinated 1 time. According to the WHO, herd immunity occurs when 60 to 70% of the population is vaccinated. The BioNTech vaccine is now the most important element in achieving this goal. From the current 2.5 million vaccine doses per week, the supply volume will be expanded to 3.4 million doses from next week and 5.1 million doses from the end of May.

In the longer term, the ongoing talks with the EU are of interest, as EU Commission President Ursula von der Leyen recently informed us. Agreements are to be reached on the supply of 1.8 billion BioNTech vaccine doses for the period between the end of 2021 and 2023. These are to be used for boosters as well as for childhood vaccinations. Part of the agreement includes full manufacturing in the EU, not only of the vaccine but also of all essential ingredients. The order size in question is a multiple of the volume shipped by the end of the year. Should such a deal succeed, the share price should continue to rise.

SUNMIRROR - Well diversified commodity holding Company

SunMirror participates as a holding company in promising commodity projects and companies. In doing so, SunMirror has focused on two areas: Gold and critical raw materials. According to the EU, the list of critical raw materials includes 30 elements where the economic importance of the respective raw material within the EU and the associated supply risk are high.

SunMirror has a portfolio of mining and exploration companies with prospecting and mining rights for gold, lithium, nickel, tin and iron ore, among others. The portfolio includes three properties in Western Australia: the Moolyella project (lithium, tin), the Kingston Keith project (gold and nickel), and the Cape Lambert project (iron ore). High-quality projects are part of the recipe for the success of emerging companies, as well as the ability to refinance sufficiently.
Recently, SunMirror announced the successful issuance of a convertible bond with a volume of USD 10 million. The convertible bond with conversion rights entitles the holders to acquire a total of 133,305 bearer shares with a nominal value of CHF 1.00, and the conversion price is CHF 70 per share. The convertible bond matures on May 30, 2022.

The shares of the Swiss are listed on the Austrian stock exchange (Direct Market Vienna) and in Germany. At a current share price of EUR 163, the Company is valued at EUR 326 million. Even though the portfolio contains many opportunities, this is a proud price for an exploration company. Interested investors should be aware of the low liquidity of the stock.

STEINHOFF - IPO of subsidiary Pepco coming soon?

The past still weighs on the Company. The crisis found its origin in 2017. For a long time, the German-South African trading group was the supposed number 2 in the European furniture industry and known in Germany for the furniture chain Poco. Then air bookings blew up and a huge accounting scandal revealed itself. So that the lights do not go out entirely at the group, which has several subsidiaries, the holding saved itself with two protective shield proceedings and has been negotiating a future with creditors for a long time.

A few weeks ago, CEO De Klerk outlined concrete plans to allow the group to survive and grow again. The European activities, which are combined in the Pepco group and are wholly owned by Steinhoff, were to be reduced by 25% to 30% by the end of the current half-year. In addition, the Australian subsidiary Fantastic Furniture should be listed by the end of the year. Also, shares in the South African group Pepkor, in which Steinhoff currently holds 68%, are to be used to satisfy creditors' claims.

At the end of last week, things became more concrete. Steinhoff announced a resolution, after which the necessary approvals of the creditors are now to be applied for. The aim is to enable a listing of the Pepco Group and the placement of the shares held by Steinhoff. If the creditors approve, new life will be breathed into the Steinhoff share.


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.

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02. August 2021 | 11:26 CET | by Armin Schulz

The Very Good Food Company, Amazon, Anheuser-Busch Inbev - Change in shopping behavior due to the pandemic

  • Investments

The Corona Crisis has changed the shopping behavior of people worldwide. On the one hand, there is a trend towards more online shopping; on the other hand, people are spending more money on higher-quality food, which in most cases is still bought locally. In Germany, this can be seen very clearly in a study by the Gfk market research institute. Discounters in Germany saw a 1.4% drop in sales in the first half of 2021, while supermarkets showed a 6.3% increase. Due to the pandemic, practically all special expenses such as restaurant visits, vacations, etc., fell away, and the money saved is invested in higher-quality products in the supermarket, among other things.


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  • Investments

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28. July 2021 | 10:14 CET | by Nico Popp

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  • Investments

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