ASPERMONT LTD
Commented by Fabian Lorenz on January 2nd, 2026 | 07:10 CET
BYD vs. Tesla! AI beneficiaries BioNTech and Rio Tinto partner Aspermont! Stocks for 2026?
A bombshell just before New Year's Eve! BYD has knocked Tesla off its electric vehicle throne. The Chinese company is now also the global market leader in purely electric vehicles. However, the stock clearly disappointed in 2025. One potential winner in 2026 could be Aspermont shares. The Company combines the booming commodities sector with a scalable technology business model in what is likely a unique way. The stock appears anything but expensive. BioNTech shareholders, on the other hand, had little to cheer about in 2025, as the stock lost almost 30% of its value. However, important study data is due in the current year. Analysts see a buying opportunity.
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Commented by Nico Popp on December 23rd, 2025 | 07:10 CET
From publisher to data company: Why Aspermont needs to close the valuation gap with Glacier and Informa
There is a clear two-tier society on the stock market when it comes to the valuation of information providers. Traditional media companies that depend on advertising revenue are often traded at low single-digit multiples. Data providers, on the other hand, which retain their customers through subscriptions and proprietary databases, enjoy the high valuations of the tech sector. Aspermont, the Australian market leader for B2B information in the commodities sector, is currently undergoing this lucrative transformation. A look at the competition reveals where the journey could lead. While the Canadian company Glacier Media shows how to profitably combine news and data, the British giant Informa proves that specialized B2B information is a billion-dollar business. Aspermont is currently aggressively adapting these successful models, but is still valued by the market like an old-fashioned newspaper publisher. Yet the Company has long since proven that it can win over wealthy customers in the B2B segment.
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Commented by André Will-Laudien on December 17th, 2025 | 07:25 CET
Can AI extend its marathon into 2026? Broadcom, Oracle, Aspermont, and Alibaba now in the portfolio?
Despite all the doom and gloom, the AI sector could once again perform strongly on the stock market in 2026, as the ongoing investment cycle in AI infrastructure is expected to lead to transformative monetization, according to Wedbush analysts. They anticipate high-tech stocks to gain a further 20%. Fidelity analysts calculate positive earnings growth in the IT sector of around 25%, supported by rising profitability driven by AI. Vanguard expects AI to offset negative shocks and drive US growth above widespread consensus forecasts with an 80% probability, thanks to enormous productivity gains. Only Barclays has recently expressed "bubble fears," deeming the hype overblown. How will it really play out? Here are a few indicators.
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Commented by Armin Schulz on December 8th, 2025 | 07:15 CET
Leveraging AI revenue potential: The master plan from Novo Nordisk, Aspermont, and Deutsche Telekom
Artificial intelligence is permeating the economy and creating an unprecedented productivity boost. Efficiency gains of 25% in manufacturing and savings of one trillion dollars by 2030 in supply chains are just the beginning. This growth potential of up to 0.8 percentage points per year leverages the profitability of pioneers and clearly separates them from the rest of the market. Who are the pioneers who are already applying this disruptive force today and will translate it into concrete profits in the future? Three companies are leading the way: Novo Nordisk, Aspermont, and Deutsche Telekom.
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Commented by Nico Popp on December 4th, 2025 | 06:55 CET
How suppliers like Aspermont, CATL, and Continental turn the world's complexity into profit
"During a gold rush, don't sell shovels - sell treasure maps." In a world driven by technological disruption, geopolitical tensions, and the trend toward decarbonization, investors need to think one step ahead. Often, it is not the end manufacturers who benefit most, but the specialized suppliers and service providers operating behind the scenes. They take the complexity off their customers' hands – whether it is building an electric vehicle, optimizing tyre compounds, or deciding where to build the next billion-dollar mine. Those who understand this principle will find exciting options on the stock market right now. We present three companies.
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Commented by Fabian Lorenz on November 27th, 2025 | 07:15 CET
Plug Power poised for a 250% rally? Buy TKMS and Rio Tinto partner Aspermont shares?
Plug Power shares are not for the faint-hearted. This year, too, a spectacular rise was followed by a crash of over 50% within just a few weeks. But now, a positive analyst report is causing a stir. Is a gain of more than 250% really possible for the hydrogen specialist? Aspermont shares currently appear to be a real bargain. The figures for the fourth quarter were certainly convincing. And the business model, with its perhaps unique combination of artificial intelligence and raw materials, is only just getting started. And what is TKMS doing? The euphoria following the IPO has now faded. But analysts have now upgraded the stock and are recommending it as a "Buy".
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Commented by Armin Schulz on November 4th, 2025 | 07:05 CET
The three stocks for the AI revolution: How to profit with Alibaba, Aspermont, and Palantir
In an era where autonomous AI agents manage complex processes and data-driven decisions generate over 50% more growth, technological advancement determines market dominance. Even traditional industries such as mining are experiencing a revolution through real-time data. Investing in this future means backing the right pioneers. Three companies, Alibaba, Aspermont, and Palantir, exemplify how these megatrends can be capitalized on.
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Commented by Fabian Lorenz on October 30th, 2025 | 07:10 CET
Nvidia and Nokia fuel AI hype! 100% chance with TeamViewer, D-Wave Quantum, and Rio Tinto partner Aspermont
Nvidia's billion-dollar investment in Nokia is fueling the AI hype. Investors looking for undiscovered AI gems should take a look at Aspermont. The Company combines two booming industries: AI and raw materials. Rio Tinto, a global corporation, has already been won over. Will D-Wave Quantum convince the US government to get on board? This speculation drove the stock to a new all-time high, but a sharp correction followed. However, the rebound is underway. Investors in TeamViewer have been waiting in vain for a rebound after the crash. Insider purchases by the executive and supervisory boards have so far come to nothing. Meanwhile, analysts see 100% price potential. Buy now?
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Commented by Nico Popp on October 21st, 2025 | 07:00 CEST
Insights instead of data – this revolution is transforming entire industries: Aspermont, RELX, Verisk Analytics
Companies continue to evolve – luxury sports car manufacturer Lamborghini once built tractors. But what if, instead of building something entirely new, companies build on their experience and transfer a historically grown wealth of knowledge to the present? We present three exciting business models that demonstrate how modern AI innovations need a solid foundation to thrive. When that foundation exists, the opportunities for investors can be tremendous. Let's dive in with Aspermont, RELX, and Verisk Analytics.
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Commented by André Will-Laudien on October 15th, 2025 | 08:30 CEST
Correction and high volatility- Triple AAA is the order of the day: Amazon, Aspermont, and Alibaba keep their promises!
A lot is happening right now — up and down, left and right! Stock markets have become increasingly volatile, reacting to the latest political statements, especially those from US President Donald Trump. While the crypto world is experiencing a sharp correction, investors are once again turning to precious metals and critical raw materials. Aspermont is an expert in raw materials. The Company has been building its network for several decades – now the harvest phase seems to be starting. Amazon and Alibaba have already launched their Black Friday sales this year, but the big shopping event kicks off with Thanksgiving. We take a closer look at profitable business models and strong stocks that are well-positioned to weather the next storm!
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