January 3rd, 2022 | 09:00 CET
Meta Materials, BASF, Nvidia - Win with innovative companies in 2022!
The protection of intellectual property through patents is crucial for innovative companies. According to data from the DPMA (German Patent and Trademark Office), patent applications in artificial intelligence have recently risen sharply. Exciting developments are also taking place in materials management. New materials have a high disruptive potential.
time to read: 3 minutes
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Author:
Carsten Mainitz
ISIN:
Meta Materials Inc. | US59134N1046 , BASF SE NA O.N. | DE000BASF111 , NVIDIA CORP. DL-_001 | US67066G1040
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Author
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.
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Meta Materials - Market leader in an exciting future field
Meta Materials is a developer of high-performance functional materials and nanocomposites. Metamaterials are man-made composite structures made from conventional materials such as metals and plastics but are engineered to have new or improved properties. As a result, meta-materials can possess certain optical, magnetic or electrical properties that do not occur naturally.
The Canadians have been researching these processes for more than 10 years. They have a technology platform that combines the three core competencies of holography, lithography and wireless sensor technology with strong IT networking and artificial intelligence. The functional films developed are used in consumer electronics, 5G communications, medical, aerospace, automotive and clean energy applications.
Meta Materials is the market leader. Innovations and the associated securing patents are essential to keep the competition at bay. The Canadians already surpassed their self-imposed goal of having 200 patents by the end of 2021 with the acquisition of Nanotech Security Corp. in November, a company specializing in nano-imprint lithography. That brought its patents to 247. In 2022, the Company plans to file at least 30 new patents.
High investments with still comparatively modest sales are still leading to losses. Analysts expect revenues to multiply this year to USD 14 million and a significant reduction in losses to around USD 38 million. On average, experts believe the share will more than double. The strongly growing future market and the strong competitive position form the basis of the positive assessment. Currently, the Nasdaq-listed Company is valued at USD 690 million.
BASF - Top performer
The German DAX stock also has a lot to do with patents. BASF applies for an average of more than 1,000 patents every year. That makes the Ludwigshafen-based Company the international leader in a five-year comparison of all classic chemical and pharmaceutical companies. This innovative strength is based on a high research and development budget of more than EUR 2 billion per year. It is also worth noting that around 10,000 employees, or approximately 9% of the Group's workforce, work in research and development. Other ingredients of success are creative and interdisciplinary approaches, cooperations and several academic research alliances. As a result, the Group interacts with around 250 universities, institutes and research groups worldwide.
The chemicals group with its Chemicals, Materials, Industrial Solutions, Surface Technologies, Nutrition & Care and Agricultural Solutions segments is broadly based. Innovation approaches range from battery materials to "high-performance computing," where the Company has participated in numerous quantum computing ecosystems. Despite all the future dreams, 2021 was disappointing for BASF shareholders. In relative terms, the Company's shares significantly underperformed the German benchmark index. But in absolute terms, too, the performance was disappointing, with share prices falling by just a few percentage points. If analysts are to be believed, the stock is on the up again this year. The experts see an average upside of 27%. The valuation is attractive, with a 2022 P/E of 11 and an expected dividend yield of 5.6%.
Nvidia - Good performance
With a share price increase of over 130% in the past year, the shares of the graphics card specialist and artificial intelligence computer company were among the best performers on the US Nasdaq technology exchange. Several growth drivers should also enable a dynamic pace of expansion in the coming years. Experts single out the fields of autonomous driving, gaming, data centers and cloud computing. Since the new all-time high, marked at the end of November at almost USD 347, the shares have corrected somewhat. Analysts currently estimate the price potential at around 13%. However, the Company, valued at a market capitalization of USD 735 billion, is no longer cheap, with a 2022 P/E ratio of 68.
Meta Materials could shake up the materials industry in a big way. A diversified product portfolio, extensive patents and a research edge should allow the Canadians to benefit above average from industry growth. With BASF and Nvidia, investors are too betting on innovative companies that have been positioned in the market for a long time.
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