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March 8th, 2022 | 12:07 CET

Nel, Hensoldt, Perimeter Medical: Hype share or sustainably attractive?

  • medtech
  • Technology
  • defense
  • Hydrogen
Photo credits:

Since Russia's attack on Ukraine, the world has turned upside down. Also, the stock market. The volatility is extreme, as is the uncertainty of many investors. It is worth taking a look at companies in sectors with good long-term prospects. More than ever, these include renewable energies and, as of almost two weeks ago, "unfortunately" also the defense industry. Hydrogen is a key technology, and Nel ASA is a specialist in this field. However, insider sales are causing uncertainty. The same happened at Hensoldt after a major shareholder cashed in - but only for a short time. Medical technology is on the sidelines these days, although companies like Perimeter are working on life-saving technologies.

time to read: 3 minutes | Author: Fabian Lorenz
ISIN: NEL ASA NK-_20 | NO0010081235 , HENSOLDT AG INH O.N. | DE000HAG0005 , PERIMETER MED.IMAG.AI | CA71385D1078

Table of contents:

    Perimeter: To revolutionize cancer surgery

    Before we move on to the industries of the day with renewable energy and armaments, let us first look at a candidate from the future market of medical technology: Perimeter Medical Imaging AI. The Dallas-based US company has a clear goal. They want to revolutionize cancer surgery with ultra-high-resolution, advanced imaging instruments in real-time. With the perimeter technology, surgeons, radiologists and pathologists will in the future be able to visualize microscopic tissue structures at the surgical margins during and after surgery. In order to achieve this goal, an important milestone was reached at the end of February. The US Food and Drug Administration (FDA) granted 510(k) clearance for the commercial launch of the flagship Perimeter S-Series OCT platform. In addition, the clinical trial of the Perimeter B-Series OCT platform in combination with ImgAssist AI in breast lumpectomy has begun. It will involve collecting and analyzing data from approximately 300 patients at eight sites. This study is expected to be completed before the end of the current year.

    The Company plans to roll out its flagship S-Series product at leading hospitals in the coming months and move forward with the B-Series study. To fund this, Perimeter has raised USD 48.7 million. Accordingly, the currently challenging capital market environment will not affect operational development. Instead, it offers an interesting entry opportunity. The share has lost around 50% of its value since its 2021 December high and is currently trading at EUR 1.77. Perimeter is listed on the Toronto Stock Exchange, NASDAQ, and Frankfurt. Its market capitalization is EUR 112 million.

    Nel: Key technology and insider sales

    Already 10 days ago, German Finance Minister Lindner described renewable energies as "freedom energies" and announced massive investments in the sector. The goal, he said, was to reduce dependence on fossil fuels - especially from Russia. Now Lindner has followed up on the weekend. By 2026, the federal government will provide around EUR 200 billion for Germany's climate-friendly transformation. The hydrogen sector, and thus Nel's stock, should benefit from this. Politicians regularly talk about hydrogen as a key technology. But hydrogen is not an energy source but rather an energy storage medium. Since hydrogen only occurs in a bound form, such as in water, it requires energy - such as wind or solar energy - to split it off. Nel insiders, however, do not yet seem convinced of the chances of success. The outgoing Nel CEO Jon André Løkke sold one million Nel shares just over two weeks ago. And last Thursday, a person close to Finn Jebsen, a member of the Nel board of directors, parted with a larger block of shares. Thus, 260,000 Nel shares were sold at an average price of EUR 1.53.

    Hensoldt: KKR cashes in, but prospects are right

    The share of Hensoldt was one of the few winners on Monday, with a temporary increase of over 10%. Since German Chancellor Olaf Scholz announced high investments in the German armed forces on February 27, 2022, the stock of the sensor and defense specialist shot up from EUR 12 to EUR 33. Since then, volatility has been high. Yesterday, the share price was around EUR 22. Before that, there had been a significant correction on Friday. The investor KKR significantly reduced its stake in Hensoldt. The Americans reduced their share from 17.8% to 8.3%. After the price increase not surprising and a sign that the share may have run a little hot. But the long-term potential is great. Not only in Germany. Yesterday, the French President also reiterated that France and the entire EU must invest in defense. And Hensoldt, with its state-of-the-art products, should not only profit from this. Last week, the "Welt am Sonntag" reported that the USA is interested in the passive radar developed by Hensoldt. However, the market capitalization is now a proud EUR 2.35 billion, and the P/E ratio is well into double digits. No mean feat, even if analysts' estimates for the coming years are likely to have some room for improvement in the meantime.

    Renewable energies, medical technology and defense are sectors with future potential. In the case of Perimeter, investors are counting on the successful product launch and will certainly need some patience. Hensoldt is currently clearly in the focus of investors but is no longer a bargain. At Nel, the mood of optimism is being weighed down by insider sales.

    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.

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    Der Autor

    Fabian Lorenz

    For more than twenty years, the Cologne native has been intensively involved with the stock market, both professionally and privately. He is particularly passionate about national and international small and micro caps.

    About the author

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