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April 20th, 2021 | 07:10 CEST

BioNTech, SunMirror, Steinhoff - Great News!

  • Investments
Photo credits: pixabay.com

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 | Author: Carsten Mainitz
ISIN: US09075V1026 , CH0396131929 , NL0011375019

Table of contents:


    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.


    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.

    Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.

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    Der Autor

    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



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