July 20th, 2021 | 11:28 CEST
Mineworx Technologies, Siemens, Bayer - Innovation is the trump card
Table of contents:
MINEWORX TECHNOLOGIES LTD - Innovative recycling process
The Canadians specialize in the circular economy in the mining, electronic scrap and automotive catalytic converter sectors. Mineworx has developed an innovative and patented process for recycling diesel catalysts and is now taking the next steps towards commercialization. The Company is addressing a market with more than 100 million catalysts worldwide. Around 80% of the world's production of palladium is used for catalytic converters. Palladium and platinum prices are significantly higher than gold.
Mineworx's process does not take the conventional smelting route but instead extracts platinum and palladium specifically from ground core materials of the catalysts and through a chemical process. The Company's thoroughly planned and fully financed pilot plant is expected to be operational by the beginning of the current year's third quarter and generate initial revenues by the end of 2021. The resulting concentrate will then be sold to a refinery. The Canadians' collaboration partner for commercialization is Davis Recycling. The Company is active in 13 US states and has been recycling catalysts for 20 years. If initial production is successful, plants are planned throughout North America.
Recently, Mineworx and Davis Recycling formed a joint venture, PGM Renewal LLC, with Mineworx holding a 55% interest and Davis a 45% interest. Mineworx will contribute its technologies and processes, according to the joint venture agreement, and Davis will be responsible for supply chain management and material preparation for the diesel catalysts. Profits generated from platinum and palladium recovery from the used diesel catalysts will be shared among the partners in proportion to their respective shareholdings.
The commercialization of the diesel catalyst recycling business in the US could easily lead to a revaluation of Mineworx Technologies if the business takes off well. Currently, the Company is valued at only CAD 31 million.
SIEMENS AG - Focused to grow faster
The new Siemens CEO, Roland Busch, has formulated ambitious goals for the technology group in the medium term. Following many years of restructuring and the spin-off of units such as Infineon and Osram or the completed spin-off of the energy or medical technology business, the Group is now focusing on a new core business that is strongly linked to the area of digitalization.
Software, automation and digital infrastructure are core elements to grow faster than the industry in the future. "Our growth drivers are digitalization, automation and sustainability. In this context, our core business and our digital business are mutually reinforcing," Busch said. Shareholders are also set to benefit from a share buyback program of up to EUR 3 billion by 2026 and a rising dividend. At prices around EUR 125, the Bavarians are valued at EUR 107 billion.
BAYER - A long tradition
Bayer is a life science company with a history of more than 150 years. The Group's core competencies are in the fields of health care and agriculture. The approach is to deliver products and services for a growing and aging population with the central areas of health and nutrition. The Company focuses its research and development activities on improving people's quality of life by preventing, alleviating and curing diseases. The spectrum of its business activities thus extends far beyond Covid, which is currently the subject of widespread media coverage, with its partnership with CureVac. Currently, the DAX-listed Company is valued at EUR 48 billion at prices around EUR 49.
Innovation is a central cornerstone for the economic success of a company. Sooner or later, this is also reflected in the share price. Siemens and Bayer are suitable investments for more conservative investors, while Mineworx Technologies is suited to more risk-averse investors. The share of Mineworx Technologies could be on the verge of a revaluation.
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