Close menu

October 12th, 2020 | 07:22 CEST

K+S, EXMceuticals, Steinhoff: all a matter of timing

  • Timing
Photo credits:

"The market is always right." There is much truth in the stock market wisdom when viewed over the long term. In the short term, prices are only a snapshot, especially in times of sharp price fluctuations. Sometimes it just takes a little longer for shares to move up again after a long downward phase or bottom formation. Here are three companies that are in exciting positions.

time to read: 2 minutes | Author: Carsten Mainitz
ISIN: CA30207T1049 , DE000KSAG888 , NL0011375019

Table of contents:

    K+S AG: takeover candidate?

    At the end of 2019, the fertilizer and salt producer K+S had announced that it wanted to sell its salt business in North and South America, and therefore press ahead with the urgently needed reduction of debt. Now the MDAX group has announced the closing of the deal - a consortium around the investment Company Stone Canyon Industries Holdings has been awarded the contract for USD 3.2 billion. The transaction has to be approved by the antitrust authorities, and then the purchase price is to be paid in cash in summer 2021.

    Now, the Kassel-based Company can concentrate fully on the construction of the new potash plant in Canada. With this strengthening and the sale of the American salt business, K+S will be placing great emphasis on the fertilizer sector. Potash prices are currently at rock bottom, but many long-term and anti-cyclical investors see favourable entry opportunities here.

    The comments of the analysts were mixed. Bankhaus Lampe now classifies K+S as a takeover candidate and formulates a price target of EUR 12.00. At the weekend, the share came out of trading at EUR 7.06. Within one week, the share price increased by 16%. The market value is currently at EUR 1.35 billion, allowing for further upside potential.

    EXMceuticals INC - good news so far ignored

    The medical cannabis company EXMceuticals has big plans. Listed on the Canadian Stock Exchange (CSE), the Company is confident in the potential health and wellness benefits of hemp and cannabis. EXM wants to be a large producer of high-quality cannabis ingredients for the pharmaceutical and nutraceutical market. The Portuguese refinery centre is designed for the purification of the extracts and will be used to distribute the manufactured materials throughout the world.

    There have been several positive reports over the past weeks, which have been ignored by the market.
    For example, EXM recently announced that it is now a member of the Portuguese Association of Pharmaceutical Industries (APIFARMA). EXM's interests are currently represented by an association that brings together industry, development initiatives, and the wider health community. The association helps to promote innovation, support robust regulatory systems, maintain high-quality standards, uphold ethical practices, and advocate sustainable health policies.

    In recent months, there has also been news regarding capitalization. The Company succeeded in the summer with a capital increase, and most recently, with the conversion of loans into equity. EXM addresses a large sales market, and the investors need some patience.


    The ailing Company has been struggling for a long time to survive, especially since the balance sheet scandal from about three years ago. The HHL Leipzig Graduate School of Management, which annually evaluates the financial communications of German stock corporations for Manager Magazin, gave the Company low marks. Steinhoff was awarded a "lemon" and ranked the last place among the 158 companies examined.

    Nevertheless, the stock market did not seem to be interested in it. Share prices increased by 20% last week. Here chart technical considerations could have played a role.

    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.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.

    The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered here. Please also note our Terms of use.

    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