Palantir, Aspermont, ProSiebenSat.1 Media – Data as a gold mine! Where can you profit?

Palantir – More than a gold digger in the data age

Palantir has established itself not as a data miner, but as a manufacturer of state-of-the-art washing equipment for digital gold. The Company does not mine its own data, but offers platforms such as Foundry and AIP, which provide the tools customers need to gain strategic insights from their raw, unstructured data sets. For government agencies and corporations, this means translating the most complex information into operational decisions. This ability to refine data makes Palantir an indispensable partner in a world where information advantage determines success or failure.

Recent events underscore Palantir's strategy impressively. Boeing announced that it will use Palantir's Foundry platform in its defense division to manage production facilities and military programs based on data. At the same time, Palantir is consolidating its international presence through a significant partnership with the UK Ministry of Defense. This agreement, worth around USD 1 billion, includes investments of up to GBP 1.5 billion in the UK technology hub and makes London the European headquarters for the defense business.

This double coup demonstrates the growing scalability of the model. Recurring revenues from long-term SaaS contracts with government and commercial customers create planning security. Expansion into international markets and various industries, from aviation to telecommunications, diversifies the business and reduces dependencies. Palantir is positioning itself not only as a supplier, but as an architectural cornerstone for the data-driven transformation of entire organizations. The path from gold refiner to builder of digital infrastructure seems to be paved. Despite a high valuation, the stock is on its way to a new all-time high and is currently trading at USD 183.62.

Aspermont – From specialist publisher to data-driven intelligence provider

What began two decades ago as a traditional publishing house for the commodities industry has long since transformed into an agile media and data technology company. Today, Aspermont serves a global community of over 3.8 million professionals with digital content and provides mining companies with events and marketing solutions. Its core business is based on a scalable subscription model that delivers content as a service. The publishing house has now been successfully digitally transformed for nine years, paving the way for the next strategic step. The Company aims to become the leading provider of data-based intelligence solutions for the mining sector.

The outlook is promising, as the Company's most valuable asset is its unique data archive that contains data dating back more than 200 years in some cases. Aspermont has digitized historical issues of renowned trade publications, including the Mining Journal, and made them fully searchable. This exclusive data collection provides deep insights into project developments, technology trends, and market cycles. For decision-makers, this means a clear competitive advantage, as they can draw on a sound basis for risk analysis and strategic planning. This is a true moat, as no other provider offers such a comprehensive historical data source in this format.

Aspermont is looking to the future by monetizing this treasure trove of data through AI-powered products. The recently launched Mining-IQ platform for developing AI-based analysis tools and a partnership with industry giant Rio Tinto, which has secured exclusive access for six months, mark a strategic turning point. The goal is to make the business model even more resilient, supported by recurring subscription revenues, digital data services, and marketing and events for companies in the mining industry. This positions the Company not only as a media house, but also as an indispensable data analysis and data expertise partner for the entire raw materials industry. The share is currently trading at AUD 0.008.

ProSiebenSat.1 Media – Between advertising pressure and digital gold rush

For ProSiebenSat.1, the saying "data is the new gold" has long since become a strategic guideline. The classic television business now forms only the basis of a diversified, digital ecosystem. Today, the true value of the group lies in its ability to generate user attention via platforms such as the Joyn streaming service, e-commerce investments, and dating portals, and to monetize this data profitably. This information enables personalized advertising, which promises a higher ROI for customers and makes the Company less dependent on the volatility of the mass advertising market.

However, it is currently becoming apparent how difficult this transformation is. In mid-September, the group had to revise its forecast for 2025 downwards significantly. The reason for this is the continuing weakness of the economy, which is reflected in subdued advertising demand in German-speaking countries. At the same time, a change of power is taking place in the background. The Italian company MFE-MediaForEurope, controlled by the Berlusconi family, has increased its stake to over 75%, focusing on pan-European synergies. Two members of the supervisory board recently resigned to make way for representatives of the new majority shareholder.

Despite the short-term challenges, the long-term outlook remains exciting. The digital division around Joyn and Commerce is growing dynamically and is partially offsetting the setbacks in the TV business. The big question is whether the new ownership structure will manage to scale these data-driven business models more quickly and leverage the promised synergies. For investors, ProSiebenSat.1 is therefore a gamble on the future: if it succeeds in bridging the gap between traditional broadcaster and active digital group, the digital gold could be mined. The stock is currently under selling pressure and costs EUR 5.585.

The analysis shows three archetypal strategies for thriving in the data age. Palantir dominates as the architect of analytical infrastructures, turning raw data into strategic value. Aspermont demonstrates how historical specialist information can be refined with AI to create unique intelligence solutions. ProSiebenSat.1 Media, on the other hand, is struggling to sustainably transform its broad audience into a profitable, data-driven ecosystem. While the first two companies have a firm grip on their niches, the media group remains proof that access to data alone does not guarantee success - the key lies in intelligent monetization.