Close menu




March 9th, 2022 | 12:14 CET

Kleos Space, Palantir, Deutsche Bank - Data like gold

  • Space
  • Software
Photo credits: pixabay.com

The nervousness caused by the dramatic situation in Ukraine is also spreading to the global capital markets. Germany's leading index, the DAX, fell to a new low for the year of 12,431.50 points. By contrast, gold, the crisis currency, was bullish and put an initial exclamation mark above the USD 2,000 per ounce mark. Data providers such as Kleos Space and Palantir, whose Gotham software provides analyses for the US armed forces, among others, are also in demand.

time to read: 3 minutes | Author: Carsten Mainitz
ISIN: KLEOS SPACE CDI/1/1 | AU0000015588 , DEUTSCHE BANK AG NA O.N. | DE0005140008 , PALANTIR TECHNOLOGIES INC | US69608A1088

Table of contents:


    Kleos Space - Third cluster ready

    Kleos Space, a Data as a Service company headquartered in Luxembourg, scans the Earth for high-frequency signals for geolocation using nanosatellites. It processes them with its AI-powered technology and creates finished data packages that are delivered to government and commercial analytics and intelligence entities globally to improve security on the world's oceans and target human trafficking, smuggling, piracy, or border violations. Kleos Space's customers, now numbering more than 50, include insurance companies, coast guards and shipping companies, in addition to governments and public authorities.

    After the launch of the third cluster consisting of four satellites was postponed, the Kleos Patrol Mission (KSF2) satellites are to be reprogrammed for another attempt with the SpaceX Transporter 4 mission. With launch into a sun-synchronous orbit, the Patrol Mission satellites will significantly increase data collection capacity. In addition, a partnership was formed with NASDAQ-listed geospatial analytics company Satellogic to pursue government and commercial RFPs. Satellogic is a leading provider of high-resolution satellite imagery to governments and commercial customers worldwide and currently has 17 satellites in low Earth orbit. Its high-resolution, high-frequency Earth observation platform improves access and affordability of geospatial data for mainstream applications.

    Eric von Eckartsberg, chief revenue officer of Kleos, said, "Satellogic is a complementary geospatial data and analytics provider, and we use our combined products and technologies to win large-scale government and commercial tenders." The Company also secured a data analytics contract with Advanced Ground Information Systems Inc. AGIS works for US government agencies and the US military and will integrate Kleos' geolocation data into its control systems.

    Kleos Space shares escaped the weak overall market and are currently bottoming out at around AUD 0.59, equivalent to EUR 0.40. Since data analysis is currently in high demand, especially from the military, it would not be surprising if Kleos Space takes off after the launch of the third cluster at the latest.

    Palantir - In demand from the West

    The shares of the Big Data company Palantir have already corrected sharply in recent months. Since the interim high of USD 29.19 last September, it went steeply downhill to the low of USD 9.74, representing a strong support line. Since then, the shares of the Denver-based Company have been trying to bottom out. Palantir is currently getting tailwind from the current geopolitical situation. CEO Alex Karp promoted the introduction of AI technology in the European military at the Munich Security Conference. According to Karp, this would be the factor that would enable states to defend their fundamental values in the future.

    Palantir once again received orders worth USD 34 million from the US Army to support the further development of the Army Intelligence Data Platform (AIDP), an AI-based battle management analysis system. The US military uses the platform to predict where militias or opposing armies will place ground mines, for example, to attack convoys of US forces.

    The trip to the Bavarian capital also appears to have paid off. The Bavarian State Office of Criminal Investigation plans to use an analysis system from the German subsidiary of US data company Palantir in the future. Palantir Technologies GmbH has been awarded the contract for the Bavarian State Criminal Police Office's (BLKA) "Cross-Procedure Research and Analysis System (VeRA)," the BLKA announced Monday. Bavaria could be a pioneer for other German states.

    Deutsche Bank - Hard hit

    After the recently reported positive figures, what still looked positive with regard to a possible chart-technical turning point, was abruptly stopped by the Ukraine conflict and the invasion of Russian forces. For days, stocks of financial institutions have been among the main losers in the market. With the successful defense of the support line of EUR 8 and a subsequent reversal candle, the decline was stopped, at least in the short term.

    Investors were mainly concerned about the exposure to Russia and Ukraine. Deutsche Bank has around 1500 technology employees in Russia, about 10% of the global tech workforce. Shortly after the Russian attack on Ukraine, the financial institution announced that the bank had prepared for various scenarios and created contingency plans.


    Stock markets remain in free fall following the escalation of the Ukraine conflict. Both Palantir and Kleos Space show relative strength and can even profit from the current situation with their data analysis systems. In contrast, financial stocks such as Deutsche Bank continue to be among the losers and should currently only be observed.


    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 hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and the like on news.financial. These contents are exclusively for the information of the readers and do not represent any call to action or recommendations, neither explicitly nor implicitly they are to be understood as an assurance of possible price developments. The contents do not replace individual expert investment advice and do not constitute an offer to sell the discussed share(s) or other financial instruments, nor an invitation to buy or sell such.

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

    The acquisition of financial instruments involves high risks, which can lead to the total loss of the invested capital. The information published by Apaton Finance GmbH and its authors is based on careful research. Nevertheless, no liability is assumed for financial losses or a content-related guarantee for the topicality, correctness, appropriateness and completeness of the content provided 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



    Related comments:

    Commented by Armin Schulz on April 14th, 2026 | 07:40 CEST

    100% Gain Potential? SAP CEO Issues Warning! Aspermont, with Its Moat & Reset, and Snowflake Could Offer Significant Upside

    • bigdata
    • Digitization
    • Commodities
    • AI
    • cloud
    • Software

    Data is the oil of the 21st century, but not every data-driven business model delivers reliable returns. While tech giants groan under margin pressure and disappointing forecasts, a quiet shift is taking place. Investors are discovering specialized providers with recurring revenues and defensive niches. The trick lies in identifying those companies that turn raw data into predictable cash flows—without hype, but with substance. Those setting the course for tomorrow today are looking at three very different companies: SAP, Aspermont, and Snowflake. All seem to have what it takes to double in value.

    Read

    Commented by André Will-Laudien on April 8th, 2026 | 07:15 CEST

    Oil Prices Be Damned: SpaceX IPO in Focus - Alphabet, First Hydrogen, and Oklo in the spotlight

    • Hydrogen
    • SMR
    • cleantech
    • Space

    The time has come! Last week, Bloomberg and the Wall Street Journal reported that SpaceX had filed an application for a stock offering with the US Securities and Exchange Commission (SEC). Despite all the headwinds facing the capital markets, Elon Musk is convinced that he will raise up to USD 75 billion with the initial public offering of the space technology startup. Only just under 5% of all shares are expected to be freely tradable. This is already causing major ETF providers to break out in a cold sweat, as they must somehow replicate the new market heavyweight - with an initial valuation of nearly USD 2 trillion - as a "MAG 8" stock. The target date for the stock offering is June. It remains to be seen whether the current market climate can even handle such a massive offering. It is unlikely to be a surefire success. Alphabet has already positioned itself with a stake acquired in 2015. We calculate what that might mean this summer and present some other good ideas.

    Read

    Commented by Nico Popp on April 2nd, 2026 | 07:15 CEST

    Nothing works without tungsten: Why the price surge continues and why SpaceX, Rheinmetall, and Almonty are in the spotlight

    • Mining
    • Tungsten
    • Defense
    • hightech
    • Space

    Instead of chasing digital pipe dreams, investors and industry are increasingly turning their attention to tangible commodities. The supply of critical metals is essential to our prosperity. In this new era, tungsten has taken on special strategic importance. With the highest melting point of any metal and a density exactly matching that of gold, the metal is an irreplaceable component in the defense industry, aerospace, and semiconductor manufacturing. The current market environment is characterized by a massive price surge compared to the previous year, with prices exploding from around USD 300 per MTU at the start of 2025 to over USD 2,750 per MTU today. Analysts at the trade magazine Mining Journal argue in detail in a recent analysis that this development is not a speculative bubble. Rather, the rally is driven by non-negotiable demand patterns and the physical depletion of global inventories. Unlike the silver bubble of 1980, this trend is supported by a multi-year delay in the commissioning of new Western production capacity, which is why the tight price environment is likely to persist for at least another two years. For Almonty, the only Western tungsten producer building relevant capacity within these two years, this represents a unique opportunity.

    Read