Menu

Recent Interviews

Matthew Salthouse, CEO, Kainantu Resources

Matthew Salthouse
CEO | Kainantu Resources
3 Phillip Street #19-01 Royal Group Building, 048693 Singapore (SGP)

info@krl.com.sg

+65 6920 2020

Interview Kainantu Resources: "We hold the key to growth in the Asia-Pacific region".


Justin Reid, President and CEO, Troilus Gold Corp.

Justin Reid
President and CEO | Troilus Gold Corp.
36 Lombard Street, Floor 4, M5C 2X3 Toronto, Ontario (CAN)

info@troilusgold.com

+1 (647) 276-0050

Interview Troilus Gold: "We are convinced that Troilus is more than just a mine".


John Jeffrey, CEO, Saturn Oil + Gas Inc.

John Jeffrey
CEO | Saturn Oil + Gas Inc.
Suite 1000 - 207 9 Ave SW, T2P 1K3 Calgary (CAN)

info@saturnoil.com

+1-587-392-7900

Saturn Oil + Gas CEO John Jeffrey: "Acquisition has increased production by 2,000%"


02. September 2021 | 12:58 CET

Nordex, Talkpool, HeidelbergCement: Construction goes green and digital - Investors profit

  • Investments
Photo credits: pixabay.com

Do you know what all electrical appliances have in common? They have become smaller and smaller over the years. Advances in electrical engineering and digitization have ensured that even complex devices have become smaller and smaller while at the same time being powerful and more energy-efficient. As a result, numerous possibilities have opened up - for example, in the area of the Internet of Things. The interplay of sensors and small electronic devices offers users new possibilities, saves money, and protects the environment. We present three titles on the topics of the Internet of Things and environmental protection.

time to read: 3 minutes by Nico Popp
ISIN: NORDEX SE O.N. | DE000A0D6554 , Talkpool AG | CH0322161768 , HEIDELBERGCEMENT AG O.N. | DE0006047004


 

Author

Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

About the author


Nordex: Sensors help save

Wind turbine manufacturer Nordex is a familiar name on the trading floor. But the Company and its products have undergone an evolution. Years ago, people were not quite sure about wind energy, but today the solutions from Nordex are part of the energy mix as a matter of course. In order to maintain complex turbines, which are often installed offshore, smart solutions are essential. If sensors make it unnecessary for technicians to make the arduous and expensive journey to a wind turbine, a lot has already been achieved. If sensors continuously collect data and "think for themselves," that is the jackpot for a company like Nordex. For example, Nordex relies on sensors that can detect and report icing on wind turbines. Then heating elements kick in, guarantee operation and prevent worse.

Sensors and the digital evaluation of usage data can also help store electricity or feed it into the grid at a later stage. Nordex has suffered a bit on the stock market over the past three months. The market does not seem to like the low profitability. However, the order books are full, and the Company is well-positioned in a promising sector. Investors should nevertheless wait for a bottom to form.

Talkpool: Green technology boosts margins

One company that aims to successfully bring together the topics of the Internet of Things and sustainability is the Swiss Talkpool Group. Talkpool offers various solutions around climate protection and energy-saving and takes an intelligent approach throughout: Sensors monitor the indoor climate, for example, and help improve air quality and reduce water and energy consumption. Talkpool also offers solutions for detecting water damage to buildings at an early stage. In this way, significant damage can usually be avoided. Studies show that digital design and construction are on the rise - as a survey by PwC shows, 79% of construction companies want to use these innovative methods. But only less than 20% already have a strategy for implementing this step. Although digital processes in construction do not yet mean the use of smart products, the associated revolution is likely to significantly increase the willingness to break new ground with sensors and other equipment. Last but not least, climate protection is in vogue and many building owners want a smart home.

In addition to building solutions, Talkpool also focuses on making cell towers more climate and environmentally friendly. To this end, Talkpool is using a new type of anchoring system that uses less concrete. The Company is also working on better integrating the masts, often perceived as visually disturbing, into the environment. Around 5G, the demand for radio masts and their sustainable use is likely to increase. Talkpool's shares have only been listed on a German stock exchange for a few months and usually trade in Sweden. There, the share price has moved sideways over the past few months, although the Company has been growing successfully for some time. Sales climbed by 28% in the second quarter and the margin also increased significantly from 3.7 to 6.1%. The response of potential customers to Talkpool's solutions is also said to be positive. Investors should keep the stock on their radar. It is quite possible that the share price will also pick up soon.

HeidelbergCement: Why an app?

One share that can also benefit from the construction boom is HeidelbergCement. The Company focuses on building materials and, at first glance, has little to do with digital solutions. But this impression is deceptive: With the OnSite app, the Company has presented a solution intended to better connect construction companies and architects in the future. The goal: more efficient processes, fewer errors, more time, lower costs. This digital fantasy has not yet infected the share - over three months the value has lost 1.4%. That it will ever get that far is also rather unlikely. Cement and concrete still play the leading role at HeidelbergCement, accounting for more than 80% of sales.


HeidelbergCement clearly shows where the direction in construction is heading: Construction is becoming more digital. Providers of regenerative solutions, such as Nordex, are also focusing on sensors and innovative data analysis. However, stocks like Talkpool could be more attractive for investors: Here, low valuations and a business that seems to be really taking off is enticing.


Author

Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

About the author



Conflict of interest & risk note

In accordance with §34b WpHG we would like to point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH may hold long or short positions in the aforementioned companies and that there may therefore be a conflict of interest. Apaton Finance GmbH may have a paid contractual relationship with the company, which is reported on in the context of the Apaton Finance GmbH Internet offer as well as in the social media, on partner sites or in e-mail messages. Further details can be found in our Conflict of Interest & Risk Disclosure.


Related comments:

16. September 2021 | 11:58 CET | by André Will-Laudien

Siemens Healthineers, PuriflOH, Fresenius, Novavax - Focusing on health!

  • Investments

The pandemic outbreak in 2020 ushered in a new era. People's health is once again moving to the center of attention. Politicians worldwide see themselves obligated to make public life safe, but whether this will be 100% successful remains questionable. Ultimately, it will depend on the commitment of private companies to what extent the existing health issues can be solved and by what means. On the capital markets, the healthcare sector has been sailing on the highest wave for months because the dangers for billions of people need to be reduced, and framework conditions for public life need to be created. Who benefits the most?

Read

14. September 2021 | 12:02 CET | by Fabian Lorenz

MorphoSys, HelloFresh, Aspermont - Price halving or rebound?

  • Investments

Investors are likely to speculate on a rebound in the Valneva share in the coming days; because the price slide of over 30% on Monday was violent. Stifel analysts see sales and earnings estimates for 2020 and 2021 in jeopardy after the UK government unexpectedly canceled a major order for the COVID-19 vaccine under development. Investors have been waiting for a rebound in MorphoSys shares for some time. The latest analyst assessment gives little hope. If Bernstein Research has its way, HelloFresh could soon be down almost 50%. Aspermont seems ripe for a rebound - the share is interesting from a chart perspective, and analysts advise buying.

Read

10. September 2021 | 11:16 CET | by Stefan Feulner

GameStop, wallstreet:online, Nikola - It goes on blithely

  • Investments

The ECB is following the lead of the FED. Although some council members warned not to ignore the risk of too high inflation, an end to the ultra-loose monetary policy is not in sight. Only the purchase of government and corporate securities under the Corona emergency purchase program should be "moderately" lower in the fourth quarter. The pro-growth decision is a balm for the stock markets. New highs should follow after the last mini-corrections.

Read