Close menu




September 28th, 2020 | 14:57 CEST

Palantir Technologies, Velocity Minerals, SNP Schneider-Neureither & Partner: where do the opportunities lie now?

  • Investments
Photo credits: pixabay.com

Last week investors were shaken from severe market volatility. While the Dow Jones was able to make up almost all its losses by the weekend, losing just under 2% on the balance and the Nasdaq even gaining just under 2%, investors had to put up with a decline of around 5% in the Dax and around 4.5% in the price of gold. So where do the opportunities lie now?

time to read: 2 minutes | Author: Carsten Mainitz
ISIN: US69608A1088 , CA92258F3007 , DE0007203705

Table of contents:


    Palantir Technologies - An eagerly awaited first listing

    With Palantir Technologies, a much-discussed tech company enters the stock market this Wednesday. The company will be placed directly on the market without a book building process. Market observers expect a valuation of around USD 22 billion. Citadel Securities will accompany the transaction as a market maker. Citadel had already accompanied Spotify and Slack in their direct placements in the past.

    The data analysis specialist, founded in 2004 and based in Denver, Colorado, has several prominent founders and investors on board, such as Peter Thiel, co-founder of PayPal. Its client base includes government institutions, security agencies, and secret services.

    In the run-up to the listing, the distribution of voting rights and company valuation was hotly debated. Different classes of shares give the founders a disproportionate number of voting rights. Palantir expects to achieve a turnover between USD 1.05 billion and 1.06 billion in the current year, which would correspond to a growth of more than 40 percent compared to the previous year. Should a valuation of USD 22 billion be achieved, this would correspond to more than 20 times the turnover in 2020. We are excited.

    Velocity Minerals - A favourable valuation of the share

    The Canadian-based gold exploration and development company, Velocity Minerals, is focused on the exploration and development of an emerging gold district in south-eastern Bulgaria. The company's strategy is to develop a low-cost operation in which multiple projects deliver gold concentrates to an existing central processing facility.

    The news flow in recent weeks has been very positive. Drilling in the "Kazak" zone has discovered near-surface and high-grade gold grades. Kazak is located approximately 2km south of the Rozino Gold Project, for which a feasibility study was only published in August. This study demonstrates the potential of the project with a net present value of CAD 163 million: Firstly, the study assumes a gold price of USD 1,500, which is well below the current level. Secondly, new exploration zones such as "Kazak" are not included in the calculation.

    Given the weak gold price in recent days, the small price setback is understandable. With a price of CAD 0.425, the share is valued at around CAD 50 million. This offers investors a favourable opportunity to build up and expand their positions.

    SNP Schneider-Neureither & Partner - Another large corporation uses SNP solutions

    SNP went public in 2000. Since then, the Heidelberg-based company has become the world's leading software provider for managing complex digital transformation processes. With its proprietary software, SNP accelerates the secure transformation of IT landscapes and data structures. This saves time and money for customers. Companies are thus more agile and can adapt to ever-faster challenges.

    Last week Fujitsu and SNP announced an agreement on strategic cooperation and the use of SNP solutions. The goal of the strategic partnership is to enable Fujitsu customers to automate, flexibly, and securely transform their IT landscapes and data structures to SAP S/4 HANA. The agreement has a minimum contract term until the end of 2024, which means that SNP will receive at least a turnover in the lower double-digit million euro range.

    At the end of August, SNP had confirmed its outlook for the full year 2020, according to which consolidated sales of between EUR 145 million and EUR 170 million and an EBIT margin in the mid-single-digit percentage range are planned.


    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.


    Der Autor

    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.

    About the author



    Related comments:

    Commented by Armin Schulz on May 30th, 2023 | 10:00 CEST

    Barrick Gold, Desert Gold, Deutsche Bank - What happens after the US debt ceiling is lifted?

    • Mining
    • Gold
    • Copper
    • Banking
    • Investments

    In the US, the Democrats and Republicans have agreed on a compromise in the debt dispute. This means that the US can take out more loans, which will ultimately result in an increasing money supply. This could further fuel inflation, while on the other hand, it could boost the gold price. In recent months, the gold price has soared due to the turbulence in the banking sector and was able to mark a new high. Nevertheless, this is remarkable because the FED had raised interest rates significantly, which would typically have tended to argue for a falling gold price. If interest rates do not rise further or even fall, this would be another positive signal for gold. We, therefore, look at 2 gold companies and analyze Deutsche Bank.

    Read

    Commented by Fabian Lorenz on May 25th, 2023 | 07:40 CEST

    Caution with TUI and Varta! Smartbroker Holding with 85% price potential!

    • Investments
    • travel
    • renewableenergies
    • Batteries

    At around EUR 6, the TUI share is trading at an all-time low. Is now the time to buy into the tourism group? One analyst warns against it and believes the share price could fall by a third. Caution is also advised with Varta. The former German battery hopeful is fighting for survival. Analysts halve the price target and recommend selling the share. And the shareholders' association SdK is also sounding the alarm. A total loss cannot be ruled out. Instead of catching a falling knife, focusing on shares in an upward trend, such as Smartbroker Holding, is worthwhile. The share is one of the current year's high flyers, and analysts believe further price increases of over 80% are possible. Thanks to the new app, EBITDA could increase more than tenfold.

    Read

    Commented by Nico Popp on May 22nd, 2023 | 09:55 CEST

    Now things can move very quickly: Amazon, Deutsche Bank, Defence Therapeutics

    • Biotechnology
    • Banking
    • Investments

    The DAX is close to its all-time high, and the S&P 500 and Nasdaq-100 have also made up considerable ground recently. Although the markets are still marked by uncertainty, there are initial positive signals - the indices speak a clear language, although there are still stragglers. We explain how close the next rally is and which stocks could recover significantly in the short term.

    Read