Plug Power +71%! CAUTION with Evotec! Buy Walmart partner MiMedia shares?

MiMedia: Exciting stock for the second half of the year

The chances are good that MiMedia's stock will break out of its sideways movement. When the Company reports on the first half of 2025, significant progress in market penetration should be evident. MiMedia is a provider of cloud-based storage solutions for personal media files, including photos, videos, music, documents, and text messages. Through apps and desktop clients, the platform offers a seamless cross-platform user experience with a focus on private and secure data backup.**

MiMedia recently entered into a significant partnership with Chinese smartphone manufacturer Coolpad. The aim of this cooperation is to pre-install the MiMedia cloud platform on up to 5 million devices over a period of two years. The integration will take place both in new devices and via software updates for existing users. Coolpad, which has a particularly strong presence in emerging markets such as India, Southeast Asia, and Africa, will thus provide MiMedia with access to a large and growing user base. The partnership strengthens MiMedia's global reach and lays the foundation for recurring revenue through paid storage subscriptions and additional services within the app.

Even more exciting was the news in March: MiMedia announced a high-profile partnership with Walmart Latin America. Under the agreement, the MiMedia app will be integrated into over 18 million smartphones in Mexico via Palmaris' mobile brand "Bait" – both on new devices and via an OTA update on existing Android phones. In addition, MiMedia will become part of Walmart's digital ecosystem, which includes the popular services 'Cashi' (digital wallet) and 'Salud' (health platform). This link offers potential access to a user base of over 46 million people. For MiMedia, this not only means market penetration, but also the opportunity to embed the use of its services in existing everyday applications – a significant competitive advantage in the cloud sector.

With its partnerships with Coolpad and Walmart Latin America, MiMedia is establishing two clear strategic footholds in Asia and Latin America. Both collaborations aim to significantly scale the user base and position MiMedia as a potential global provider in the personal cloud services sector. This presents an exciting growth profile for investors: if MiMedia succeeds in activating and monetizing part of its target user base, the stock – which is also traded on the Stuttgart and Frankfurt stock exchanges (current price: EUR 0.33) – should still have significant upside potential.

Plug Power: A breakthrough?

Plug Power shares are looking back on a strong June - the shares of the struggling hydrogen pure play gained around 70%.

The jump in the share price in recent days is due to a decision by the US government: The current tax package ("Big, Beautiful Bill") includes a two-year extension of the tax credit for clean hydrogen – from the original end date in 2026 to January 1, 2028. Plug Power, as a major US specialist in hydrogen systems and production, is likely to benefit from this. In the event of the subsidy being discontinued, there had already been speculation about the insolvency of the former hydrogen favorite. The short ratio is likely to have been correspondingly high, and this will probably have been a catalyst for the recent jump in the share price, as short sellers are likely to have covered their positions.

At the beginning of the month, rumors about the possible extension of subsidies and purchases had already caused a stir. However, there were also operational reasons for the strong performance in June. Plug Power announced a billion-dollar deal with Allied Green Ammonia. According to the agreement, the existing partnership was expanded to include a 2 GW electrolyzer project in Uzbekistan. The project volume is USD 5.5 billion. Finally, CFO Paul Middleton contributed to the buying mood for Plug Power shares. He reported several insider purchases in June, sending a vote of confidence in the Company.

The June rally is therefore based on a combination of operational news, insider purchases, and a short squeeze. However, investors should not ignore the fact that Plug Power remains in fundamental trouble. The US company is struggling with weak growth and high losses.

Evotec: Profit warning?

Has Evotec's momentum already faded? Last week, the German biotech company announced that it had joined the renowned British research network NURTuRE-AKI. The consortium is dedicated to researching acute kidney injury (AKI) and is coordinated by Kidney Research UK. As part of this partnership, Evotec will use its AI-powered platform "PanHunter" to analyze large amounts of clinical and molecular biological data. The aim is to identify new biomarkers and therapeutic approaches that could significantly improve the diagnosis and treatment of AKI.

The move strengthens Evotec's position as a research-driven biotech company focused on complex disease states. Particularly in the field of kidney medicine, which has often been neglected in the past, this commitment represents a strategic expansion of the scientific network. The collaboration also underpins Evotec's business model of supporting biopharmaceutical partners in the development of personalized and data-driven drugs.

Evotec's share price has gained over 10% since the beginning of last week and is trading above EUR 7 again. According to Warburg Research, there is still more to come. They see the fair value of the biotech stock at EUR 11.30. However, analysts expect a profit warning. Evotec is 1 of 16 companies on the "Warburg Guide to Warnings" list. Nevertheless, the stock is recommended as a "Buy".

MiMedia's stock is ripe for a jump. With a positive report on the first six months, it should be able to break out of its sideways trend. Plug Power investors should not be too dazzled by the June rally. The Company continues to struggle with weak growth and high operating losses. If Warburg is right, a profit warning at Evotec would likely quickly wipe out the recent price gains.