October 21st, 2021 | 13:26 CEST
Palantir Technologies, Kleos Space, Airbus, Boeing - Profits from air and space travel
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Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.
Palantir Technologies - Deep analysis of the private data world
Palantir has little to do with climate other than tapping into a lot of energy with its data centers. Hopefully, Palantir is also thinking about sourcing green power - but this is not part of our analysis. Palantir processes gigantic amounts of data for its customers. As the world becomes more and more digital, the amount of data to be processed is also more and more extensive. In sum, the business model is promising and enduring, as the analysis of personal data has become a sought-after "commodity."
Palantir offers three platforms: Foundry, Gotham, Apollo. For global companies, Foundry is the focus, as it is primarily concerned with fast data processing. Gotham, on the other hand, is mainly used by the military to make validated decisions. Finally, Apollo is a continuous delivery system that supports internal software platforms. Palantir has broad data analytics applications for its customers with the services it offers.
Meanwhile, the software specialist continues to cause controversy in politics and society. However, while it is being debated whether such a company should exist at all, it is doing exceptionally well operationally. Recently, a new deal with the US military was landed, the volume of which amounts to more than USD 800 million.
Technically, the share has crystallized a solid floor at around EUR 20 in recent months. With the renewed test in October, things are now moving upwards again. The share is analytically expensive (P/E of 22), but it is possible to grow into the valuation in 2 to 3 years with dynamic growth. Worth buying in weakness.
Kleos Space SA - A new satellite program for 2022
Kleos Space SA (KSS) is a private Luxembourg high technology company that operates satellites in orbit, one of the main activities falls in the maritime application area. It is primarily concerned with identifying radio and motion activity because this is where things become visible that have long been hidden because of criminal intelligence. How Kleo's customers use this data depends on their business models and targets private and government interests in securing routes or evaluating illegal activities. In terms of security and validity, these are all areas of application with a high degree of explosiveness and qualitative demands.
Kleos Space will now launch its fourth satellite cluster in mid-2022. To support the construction and launch of the satellites, KSS has expanded its partnerships with Innovative Solutions in Space and Spaceflight, with whom it has worked on two previous missions. The new mission will offer increased capacity and more frequent satellite visit times and increase revenue opportunities for existing subscribers.
Kleos Space is also financially well-positioned for the launch of the fourth cluster following a recent AUD 12.6 million placement. The so-called Observer Mission (KSF3) will launch in the middle of next year. Each new launch will allow KSS to improve its satellite data collection and significantly increase the number of overflights over areas in demand. According to the Company, the fourth satellite cluster complements previous clusters and the upcoming Patrol Mission with an additional capacity of up to 119 million square kilometers of data collection per day. That is gigantic analysis capability - with optics from orbit. Kleos' current capitalization of just over AUD 134 million is large enough to put it well ahead of the pack in the choice of project partners.
At the International Investment Forum, Kleos Space CEO Andy Bowyer gave an insight into the company. A recording can be watched on the youtube channel of the IIF. Currently, the KSS share price has corrected 25% from the top. That produces new entry opportunities at a lower valuation.
Airbus SE versus Boeing - A nose ahead of the US competitor again
European aircraft manufacturer Airbus SE is still struggling with the aftermath of the Corona pandemic but can again report an increase in order intake. The beauty of this is the clear lead in deliveries over rival Boeing.
US aircraft manufacturer Boeing handed over 85 passenger and cargo jets to its customers in the third quarter. In the year to date, deliveries thus totaled 241 aircraft, as the Company recently announced in Chicago. This puts the US group well behind its European rival Airbus. In the first nine months of the year, Airbus completed 424 aircraft and delivered 40 in September alone.
In addition to the Corona Crisis, the main reason for Boeing's backlog is the longstanding flight ban on the 737 Max medium-haul jet. The manufacturer has only been allowed to deliver aircraft of this type again since November 2020 and is only slowly ramping up production. However, after deducting cancellations, the US group has received orders for 302 aircraft in the current year. Airbus received a net total of only 133 new orders.
Recently, Boeing has had a few problems with its 'Dreamliner' model. Some titanium parts have not been delivered in the desired thickness. However, the Italian supplier also works for the European aircraft manufacturer Airbus. Airbus immediately announced that no aircraft were affected. The price of the Airbus share could smoothly double since October 2020 but has now been going sideways for 6 months. No wonder as the price-earnings ratio is historically high at 31 and falls with greatly improved expectations only in 2023 to below 18. There is already a lot of positives priced in.
The stocks considered here come from different technology sectors. What Palantir can offer in terms of big data analytics, Kleos Space delivers in a unique and particular way. But aerospace technology as a whole is still waiting for the Corona end and the real new beginning.
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