Menu

Recent Interviews

Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
CEO | Clean Logistics SE
Trettaustr.32, 21107 Hamburg (DE)

info@cleanlogistics.de

+49-4171-6791300

Interview Clean Logistics: Hydrogen challenge to Daimler + Co.


Matthew Salthouse, CEO, Kainantu Resources

Matthew Salthouse
CEO | Kainantu Resources
3 Phillip Street #19-01 Royal Group Building, 048693 Singapore (SGP)

info@krl.com.sg

+65 6920 2020

Interview Kainantu Resources: "We hold the key to growth in the Asia-Pacific region".


Justin Reid, President and CEO, Troilus Gold Corp.

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

info@troilusgold.com

+1 (647) 276-0050

Interview Troilus Gold: "We are convinced that Troilus is more than just a mine".


20. September 2021 | 10:25 CET

Drägerwerk, Royal Helium, Bayer: These shares are stepping on the gas

  • Helium
Photo credits: pixabay.com

Chemical products and gases are essential products for industry. These primary products are a good indicator of the current economic situation. Shortages are currently prevalent here as well. We explain why and outline three stocks related to this topic.

time to read: 3 minutes by Nico Popp
ISIN: DRAEGERWERK VZO O.N. | DE0005550636 , ROYAL HELIUM LTD. | CA78029U2056 , BAYER AG NA O.N. | DE000BAY0017


Andrew Davidson, CEO, Royal Helium Limited
"[...] We expect the first three wells to be drilled, cased, completed and tested by the second week of March [...]" Andrew Davidson, CEO, Royal Helium Limited

Full interview

 

Author

Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

About the author


Drägerwerk faces a positive future

The Drägerwerk share is currently taking a short breather. But business at the medical technology company is going exceptionally well. In the pandemic year 2020, both sales and order intake climbed significantly. Drägerwerk is a ventilation specialist and also does good business with anesthesia equipment. Nevertheless, it will not be possible to repeat the record year in this form. That is why the share is currently weakening. In principle, however, Drägerwerk is promising. The pandemic has exposed the weaknesses of the healthcare system and put the focus on necessary investments.

With a price-earnings ratio (P/E) of around 10, the stock is still not expensive. That opens up the potential for long-term investors in particular. Although the share hardly offers a dividend, at least the prospect speaks in favor of Drägerwerk. Given the shortage of personnel in the healthcare sector and the increasingly ageing patients, technology could be the key to an even better functioning healthcare system. The share is not a high-flyer but remains promising in the long term.

Royal Helium: Operational success and correction

Royal Helium is another promising stock. The budding helium producer is benefiting not only from demand from medical technology companies, which use the noble gas in devices for imaging procedures but also from the increasingly important space sector. Royal Helium owns about 400,000 hectares of rights to explore for helium. The project is located in the Canadian district of Saskatchewan and offers several advantages due to its geological features. Since there are few to no carbons in the production, mining in Royal Helium's area can be considered environmentally friendly. The district also requires low royalty rates compared to other regions and a diverse mix of service providers and skilled personnel due to the existing oil and gas industry.

Having successfully completed three wells in the first few months of the year, Royal Helium drilled the Climax-4 well in recent months, where evaluations are currently underway. However, initial results indicate that the helium deposits in this well could be more significant than in Climax-3. The share has corrected by around 50% since its highs of April above the EUR 0.60 mark; the value could become interesting again. Operationally, the Company has made progress in the meantime. The current level appears favorable to invest in the noble gas with indispensable properties for many industries.

Bayer: Dull share prices despite innovations

Like Drägerwerk and Royal Helium, Bayer shares have also suffered in recent months. Over a three-month period, the share price has fallen by around 15% and almost 20% over the year. But what is the reason for this? Fundamentally, things look good for Bayer. While 2020 was a challenging year for the Company, it is now apparent that many of the construction sites of previous years, such as the Monsanto acquisition, could be positive for Bayer in the long term. The seed business fits well with the current inflation debate.

With innovative pharmacological processes, such as cell and genetic engineering, the Rhinelanders are looking for a big breakthrough. That the Company is innovative in every area is demonstrated, for example, by a corn variety that is largely resistant to extreme weather events. The share price has fallen recently but is also promising given the attractive dividend yield of around 3.5%.


Bayer thus outperforms the competition from Drägerwerk. While the medical technology specialist offers good products but little imagination, Bayer could soon surprise. The same applies to Royal Helium. The Company is only valued at around EUR 43 million and must therefore be considered speculative. However, the share price performance in the first quarter shows that it also offers excellent opportunities.


Author

Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

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:

18. October 2021 | 11:18 CET | by Armin Schulz

Rock Tech Lithium, Royal Helium, Gazprom - Commodities as a booster for the portfolio

  • Helium

Inflation is hitting with full force. Construction costs and energy prices are right at the forefront, which currently know only one direction: up. In the USA, the inflation rate was 5.4%, and in Germany, 4.1%. Winter is just around the corner and demand for heating oil, gas, and the like is rising, with no end in sight at the moment. If you want to hedge against rising prices, it is best to buy shares in producers that profit directly from price increases. Today we analyze three companies from the commodity sector.

Read

05. October 2021 | 12:20 CET | by Stefan Feulner

Covestro, Royal Helium, Nikola - Where will this lead?

  • Helium

The situation is more than critical. Whether wood, steel or plastics, many raw materials are becoming increasingly scarce. The delays and interruptions in supply chains are jeopardizing smooth operations in business, industry and trade. Every sector is currently feeling the effects, from large corporations to small craft enterprises. Despite full order books, many companies are announcing short-time work. This situation is likely to worsen in the coming months.

Read

01. October 2021 | 12:45 CET | by Carsten Mainitz

Royal Helium, Gazprom, NEL - Now it is worth taking another look!

  • Helium

Helium is a sought-after noble gas essential for numerous applications due to its outstanding chemical and physical properties. It is used, for example, as a non-conductive, non-reactive coolant in medical laboratory equipment or in space rockets. It is also in demand in the electronics and nuclear industries. On Earth, helium occurs only in very low concentrations in the atmosphere due to its high volatility, although it is the second most abundant element in the universe after hydrogen. Helium is often a byproduct of oil and gas production. How can investors profit?

Read