December 7th, 2020 | 09:39 CET
Nordex, Osino Resources, home24 - good news far from being processed in the price
Information is not always wholly and immediately reflected in the price of securities. Especially for companies outside the large caps, this information processing takes longer, which often opens up suitable trading and investment opportunities for investors. Who will win the race?
time to read: 2 minutes
|
Author:
Carsten Mainitz
ISIN:
CA68828L1004 , DE000A0D6554 , DE000A14KEB5
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.
Tag cloud
Shares cloud
Nordex - oversubscribed capital increase
At the beginning of December, Nordex SE raised around EUR 200 million from international institutional investors in a capital increase. According to the Company, the transaction, in which 10.7 million share certificates were offered at a price of EUR 18.90, was substantially oversubscribed.
The North German wind turbine manufacturer intends to use the inflow of funds to continue growing, implement strategic measures and strengthen its balance sheet. At the end of September, the Group had orders in hand in the "Projects" and "Service" segments worth EUR 7.9 billion. As these orders are increasingly processed using the latest product platform, higher margins can be realized in the future.
The fresh capital strengthens the equity base and enables accelerated growth. However, consolidation often occurs shortly after a capital increase due to the dilution effect. After a short break, the Company, which is currently valued at a market capitalization of around EUR 2.2 billion, should be able to grow further.
Osino Resources - good news with great potential
Osino Resources Corp. is a Canadian gold exploration Company focused on the acquisition and development of gold projects in Namibia. Namibia is mining-friendly and considered one of the most stable jurisdictions on the continent, both politically and socially. The Company holds a total of 23 exclusive prospecting licenses in the vicinity and along the mineralized zones of the producing gold mines Navachab (QKR Namibia) and Otjikoto (B2Gold Corp.). The management has extensive experience in the development of mine projects and their sale. The discovery of new mineral deposits is a catalyst for rising prices in the short term. In the medium term, it is the potential to sell projects or the whole Company.
Osino owns an area of an impressive 6,577 square kilometres. This year the Company focused, among other things, on the definition and development of the new Twin Hills gold discovery. In mid-November, Osino reported good news, which in our opinion is not yet sufficiently reflected in the share price. Interpretation of drill results from the Both Clouds East and West sections within the Twin Hills Central Zone suggests that the length of the mineralization trend has doubled from 1,500 to 3,000 metres.
The stock is quoted at CAD 1.25 and has a market capitalization of CAD 125 million. Given the vast land package and good news flow, the stock is favorably valued.
home24 - a double opportunity for investors
home24 is a leading pure-home & living e-commerce platform in continental Europe and Brazil. The Berlin-based Company employs more than 1,500 people worldwide and is active in seven European countries. home24 is present in Brazil under the brand "Mobly".
Recently, the Company raised its targets for the current fiscal year due to an increase in incoming orders and higher profitability. Based on the strong performance of the share and a significantly increased liquidity, the Company, valued at just under EUR 500 million, will be included in the DAX on December 21.
At the end of last week, home24 announced plans to initiate the process for an IPO of its Brazilian subsidiary. The IPO will take place in February 2021 at the earliest and will contribute to accelerating the growth of the Brazilian Company. Such "spin-offs" often give the shares of the parent company a good performance, but statistically speaking, the spin-off companies perform even better. And here lurks a double opportunity for investors.
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 in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.
Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.
Risk notice
Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on news.financial. These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.
The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.
The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered here. Please also note our Terms of use.
