December 14th, 2021 | 10:28 CET
Meta Materials, SAP, Palantir - Well prepared for the future!
New technologies are entering the mainstream ever faster. Cloud computing, machine learning using artificial intelligence and autonomous driving are coming out of the research departments and are influencing the economy and society to a great extent. In materials management, too, research is being conducted into new materials that have the prerequisites for turning the tide. Metamaterials are artificial materials that have specific optical, magnetic or electrical properties that do not exist in nature. A rosy future lies ahead for the market leader.
time to read: 3 minutes
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Author:
Carsten Mainitz
ISIN:
Meta Materials Inc. | US59134N1046 , SAP SE O.N. | DE0007164600 , PALANTIR TECHNOLOGIES INC | US69608A1088
Table of contents:
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 - Patent portfolio expanded
What all metamaterials have in common is that they obtain their properties from tiny structures at the molecular, even atomic, level. Material designers create atomic lattices from so-called unit cells and use smaller components than the length of the respective waves. Meta Materials has been researching these processes for more than 10 years and has a technology platform that includes three core competencies: holography, lithography and wireless sensing with strong IT networking and artificial intelligence embedding. The Canadians' developed functional films can be used in the consumer electronics, 5G communications, medical, aerospace, automotive and clean energy segments.
The acquisition of Nanotech Security Corp, a company specializing in nano-imprint lithography, has enabled Meta Materials to add security to its portfolio and further extend its market leadership. Currently, the Canadians now own a total of 247 patents (154 issued patents and 93 pending applications, including three design applications) in 65 patent families, of which 44 families include at least one issued patent. The total number of patents has thus expanded by 166% compared to 93 in 2020. The number of patent families also doubled from the previous year.
The third-quarter numbers were typical of a company that invests heavily in research. Revenue increased 111% to USD 1.79 million from USD 0.85 million in the first nine months of 2020, and net loss was USD 11.4 million, or USD 0.04 per share, due to heavy investments in Q3. Cash burn for operating activities reached USD 15.6 million after nine months, up from USD 5.9 million previously.
The market leader, which continues to expand, has a market capitalization of CAD 980 million. The market for metamaterials is growing rapidly at a rate of 24% per year. As a result, the future potential for the Canadians is enormous.
SAP - Analysts are enthusiastic
The software group SAP is aiming for market leadership in the promising cloud business. Despite a false start last year, which caused the SAP share to plummet more than 25% after the publication of the figures for the third quarter, the CEO of the Walldorf-based company, Christian Klein, continues to focus on the future segment. As he explained in an interview with Handelsblatt, SAP is undervalued in contrast to its competitors: "If the same standards were applied to our cloud business as to our competitors, we would have almost reached our current market capitalization. And in the traditional business, we have a huge customer base. On top of that, unlike many competitors, we still have almost 30% margin."
This opinion is shared by the analysts at the major Swiss bank UBS, who have raised their price target from EUR 130 to EUR 147. For the experts, SAP is a buy candidate, as the acceleration of the cloud business in the coming year will further drive the revaluation of the paper.
Palantir - Steps into the crypto market
While data analytics company Palantir Technologies surprised analysts on the upside with its third-quarter numbers and a 36% jump in revenue to USD 392 million, the stock price is not currently reflecting this. Since the annual high at USD 45 at the end of January, the value has corrected more than 60%. It is now just above the support at USD 18.30.
The US Company plans for an annual growth rate of at least 30% until 2025. The newly created "Foundry for Crypto" platform is to contribute to this. In particular, Palantir wants to offer industrialized compliance solutions here, i.e. "know-your-customer for potential crypto-exposed customers", and uses its knowledge in the field of anti-money laundering.
The development of metamaterials could set new standards in materials management. Meta Materials has a research edge with a diversified product portfolio and should benefit from the dynamically growing market. SAP is rated positively by analysts and should benefit from further cloud growth. Palantir is about to enter the crypto market, which should help the share bounce back after the significant correction.
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