May 17th, 2022 | 14:14 CEST
Nel share with a tailwind, but what are TeamViewer and Aspermont doing?
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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.
Aspermont with news on Thursday?
After good half-year figures, analysts at GBC have confirmed the price target of EUR 0.07. The experts expect a strong full-year result. Currently, the share of the Australian Company is quoted at EUR 0.012, and the market capitalization is just above EUR 30 million. Aspermont has successfully evolved from publisher of Mining Journal and Mining Magazine to a digital company. The decisive asset is the collected data pool of around 8 million decision-makers from the mining, energy and agriculture industries. Based on a XaaS model with recurring revenues, the Australians offer high-quality content for corporate customers. In the "Data" area, user behaviour patterns are marketed, and leads are generated. In the "services" area, the Company offers services such as content creation, advertising, sponsoring and events. The subscription model enables predictable cash flows and premium content generates additional income. At the end of March, the physical conference business also started up again with the organization of the "Future of Mining". In this area, revenues of AUD 1 million are expected again in the current year.
Overall, Aspermont increased sales in the second quarter by 39% to EUR 3.21 million compared to the same period last year. Gross profit climbed 43% to EUR 2.08 million. According to analysts at GBC, the gross margin was 65% and is expected to climb to 72% for the full year 2022. Currently, investors are waiting for the first deals under the joint venture "Blue Horseshoe". This digital platform for raising capital marked the Company's entry into the fintech business. Here, institutional investors are given the opportunity to invest in companies. There may be more on this already on Thursday, and then the Company will present at the virtual International Investment Forum. Free registration is available here.
Nel: The EU, analysts and king provide tailwind
Nel could convince recently with quarterly figures and the outlook. Because for the analysts of the RBC, the conversions of Nel were too low and the costs too high. Nevertheless, Nel is one of the most promising companies in the green hydrogen sector. Therefore, the analysts have confirmed their "Outperform" recommendation with a price target of NOK 24. The share is currently trading at NOK 13. Goldman Sachs also sees a price target of NOK 24 and recommends the Nel share as a "Buy". The hydrogen specialist has met analyst expectations, and rising order backlogs underpin the growth plans. Nel is currently also receiving support from politicians. Electrolysis capacities for hydrogen production are to be massively expanded in Europe. To this end, the European electrolyzer industry and the European Commission signed a declaration last week as part of the EU plan to make Europe independent of Russian fossil fuels. Nel CEO Jon André Løkke said, "The demand for green hydrogen is growing extremely fast. We are pleased with the European Commission's willingness to support us in achieving our common goals for green hydrogen production and expanding electrolyzer production capacity."
Nel can also count on royal support. At the very least, Spain's King Felipe VI was present at the inauguration of what Nel claims is the largest plant for the production of green hydrogen for industrial use in Europe. The plant is operated by Nel and the Spanish Iberdrola Group. It will be able to produce 3,000 tons of green H2, most of which will be destined for a nearby plant owned by the chemical company Fertiberia, which will use the hydrogen as a raw material for ammonia production, also reducing natural gas consumption. A true lighthouse project for Nel. Nel CEO Jon André Løkke: "This is truly the 'king of electrolyzers' and shows what we can achieve in the production of green hydrogen for European industry."
TeamViewer: Analysts remain cautious
The TeamViewer share also held up well in last week's tech sell-off. Analysts tend to be cautious, but price targets are above the share's current level. Analysts at Bankhaus Metzler have confirmed their buy recommendation for the German software company. TeamViewer has had a good start to 2022. In particular, the strong development with major customers was highlighted. Nevertheless, the analysts reduced the price target from EUR 23 to EUR 18. That was due to the changing interest rate environment and lower industry valuations. From UBS' point of view, TeamViewer had a relatively weak start to the year. Subscriber growth was not satisfactory. However, analysts at the major Swiss bank praised TeamViewer's cost control. Overall, the " Neutral " rating was confirmed with a price target of EUR 16.20. TeamViewer stock is currently trading at EUR 12.50.
Investors need strong nerves at the moment. At least there is positive newsflow at Nel, even if the really big orders are missing. At Aspermont, investors are hoping for new momentum on Thursday. TeamViewer seems to be on the right track in terms of costs.
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