Close menu




June 22nd, 2023 | 08:20 CEST

PayPal, Star Navigation Systems, Palantir - Fully on course

  • Digitization
  • Technology
  • Software
  • AI
Photo credits: pixabay.com

Since the start of generative AI around Chat GPT, Google Bard & Co at the latest, artificial intelligence has become mainstream. There are many beneficiaries of the hype, above all, the graphics card specialist Nvidia, which exceeded the average expectations of analysts by about 50% with its current sales forecast. The reason for these numbers surpassing the consensus was the Company's "incredible orders" for data center upgrades. In addition to Nvidia, lesser-known companies are also benefiting from the revolution based on information and communication technology.

time to read: 3 minutes | Author: Stefan Feulner
ISIN: PAYPAL HDGS INC.DL-_0001 | US70450Y1038 , STAR NAVIGATION SYS GRP | CA8551571034 , PALANTIR TECHNOLOGIES INC | US69608A1088

Table of contents:


    Palantir - Brightened chart picture

    Without question, the forecasts of the largest developer of graphics processors and chipsets for personal computers, servers and game consoles has a positive pull on the whole industry. Thus Palantir could experience a revival after two relatively lean years on the stock market. Since the beginning of May, the share price of the data analysis company has performed by over 130% and is currently trading at USD 15.79, close to a prominent resistance level at the 2021 yearly low of USD 17.06. The price has already tested the mark once under high volume. Should a breakthrough succeed, the next hurdle to overcome would be the level around USD 20.55.

    The already bulging order books were now further filled with three orders worth USD 110.5 million from the US Air Force. The US Air Force concluded a contract worth USD 58.5 million for an advanced Data-as-a-Service platform solution. This contract includes automated data integration from multiple sources across the Department of the Air Force, including personnel, equipment, planning, health and other readiness data sources. For the space domain in support of Space Command and Control and Mission Partner, a DaaS platform has been ordered for two separate mission domains. In addition, the North American Aerospace Defense Command/US Northern Command is having a data platform developed by Palantir that cost USD 19.2 million.

    Star Navigation Systems - Unnoticed in the billion-dollar market

    An AI company almost unnoticed on the stock market is Star Navigation Systems, listed in Germany and Canada with a market value of CAD 24.12 million. The Company provides solutions for inflight analysis, satellite communication and data processing for aerospace, including hardware and software. A patent application has already been filed for the product "The Digital Twin" in the US and Canada.

    Star Navigation Systems' unique selling proposition is to perform in-flight edge computing and analyse the calculated data using artificial intelligence and advanced algorithms. This method enables real-time analysis of important parameters such as engine efficiency, aircraft structure or position data. The analysed data is then forwarded directly to the ground operators via satellite links. Thus, an aircraft can also be located outside the flight path.

    A Letter of Intent for the procurement of the In-Flight Safety Monitoring System was recently signed with Caverton Helicopters, which intends to use it as a complete solution for its helicopter and aircraft fleet in the future. The Company owns a combined fleet of 30 helicopters and aircraft.

    A significant upside for the Company, which has already been in business for 20 years, could also be in Africa. In addition to the aviation industry, the systems can also be used to track trucks, trains and ships. With the signing of a Letter of Intent with the Lapsset Corridor Development Authority, Star Navigation Systems has become part of East Africa's largest infrastructure project and is to provide the tracking and monitoring technology for the Lapsset Corridor Program, which is worth USD 30 billion. Applying a Subscription-as-a-Service model could mean recurring revenues of several 100 million USD in the future, according to management. In addition, sales of the hardware would increase enormously.

    PayPal - Game-changer by selling debt package

    The recently announced agreement, which has been commented on by both parties, could herald a trend reversal after months of decline in PayPal shares. Private equity firm KKR plans to purchase up to EUR 40 billion of PayPal's "Buy Now, Pay Later" loans in Europe. Upon completion of the transaction, PayPal expects to allocate approximately USD 1 billion for additional share repurchases in 2023, contributing to a new total of USD 5 billion in share repurchases this year.

    In total, PayPal will receive the equivalent of around EUR 3 billion for the package, with EUR 1.8 billion to flow immediately. In addition to the liquidity boost, the US company also minimises the credit default risk, which has increased enormously due to the recession in Europe and the dwindling purchasing power. Following the announcement of the deal, PayPal shares continued their upward movement and are trading at USD 68.22, close to the downward trend at USD 71.46 established in August 2022. Should the trend be broken, a price gap at USD 75.52 would be next to close.


    Artificial intelligence has entered the mainstream and is likely to gain further importance in the future. Besides Nvidia, Palantir and Star Navigation Systems are some primary beneficiaries. PayPal, meanwhile, is benefiting from the sale of its European debt package.


    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 hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and the like on news.financial. These contents are exclusively for the information of the readers and do not represent any call to action or recommendations, neither explicitly nor implicitly they are to be understood as an assurance of possible price developments. The contents do not replace individual expert investment advice and do not constitute an offer to sell the discussed share(s) or other financial instruments, nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but a journalistic or advertising text. Readers or users who make investment decisions or carry out transactions on the basis of the information provided here do so entirely at their own risk. No contractual relationship is established between Apaton Finance GmbH and its readers or the users of its offers, as our information only refers to the company and not to the investment decision of the reader or user.

    The acquisition of financial instruments involves high risks, which can lead to the total loss of the invested capital. The information published by Apaton Finance GmbH and its authors is based on careful research. Nevertheless, no liability is assumed for financial losses or a content-related guarantee for the topicality, correctness, appropriateness and completeness of the content provided here. Please also note our Terms of use.


    Der Autor

    Stefan Feulner

    The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
    He is passionate about analyzing a wide variety of business models and investigating new trends.

    About the author



    Related comments:

    Commented by Armin Schulz on February 7th, 2025 | 06:30 CET

    Alibaba, Credissential, MicroStrategy – Innovative business models: where is the hidden potential?

    • AI
    • Technology
    • ecommerce
    • Software

    This week, the latest announcement by the US Federal Reserve that key interest rates would remain unchanged for the time being only briefly provided some reassurance. Instead, concerns about the ongoing risk of stagflation and the disruptive power of artificial intelligence are dominating the debate. Three companies, seemingly separated by industries and national borders, have more in common than first glance suggests: they have all deeply embedded digitalization in their DNA and are pursuing growth strategies. Today, we look at which business models could face challenges due to US tariffs and which ones appear safe.

    Read

    Commented by Juliane Zielonka on February 6th, 2025 | 08:30 CET

    Palantir, First Phosphate, BYD – AI, battery raw materials, and e-mobility are driving growth

    • Mining
    • phosphate
    • Software
    • AI
    • Electromobility

    Fresh quarterly figures and new projects for the electrified world shape this week's stock market. Palantir is posting impressive quarterly figures and achieving new price jumps on the stock market. Investors can expect further growth from the US company with the DOGE project from Trump and Musk. DOGE is streamlining bureaucratic structures, a huge opportunity for Palantir. Raw material producer First Phosphate is positioning itself in the booming market for LFP batteries and is planning sustainable large-scale production of battery raw materials in Canada. Meanwhile, Chinese electric automaker BYD is strengthening its presence in Germany with the appointment of an experienced domestic sales director and setting ambitious sales targets of 50,000 vehicles per year. The details.

    Read

    Commented by Stefan Feulner on February 4th, 2025 | 07:20 CET

    Baidu, dynaCERT, BYD – Using the Trump hammer

    • Hydrogen
    • greenhydrogen
    • Electromobility
    • Technology
    • AI

    After the Trump trades and the subsequent rally, is the Trump hammer coming next? After the stock markets reached historic highs in recent weeks, a sharp correction followed on Monday. The reason for this was the tariffs imposed by the US on Canada, Mexico, and China. The consolidation could continue to expand, given that the Buffett Indicator, which looks at the market capitalization of all US companies in relation to economic output, is at an all-time high. Nevertheless, there are undervalued value stocks that could escape the downtrend.

    Read