Close menu

December 20th, 2021 | 12:39 CET

Porsche, Diamcor Mining, Aston Martin, Gucci - Who wants to do without luxury?

  • Diamonds
Photo credits:

The Ridley Scott film "House of Gucci" is currently running very successfully in German cinemas. The film's plot shows the disintegration of the Tuscan family dynasty, which is said to have happened in this or a similar way: Gucci has been writing bad numbers for years, is considered old-fashioned and outdated. The two company owners refuse fundamental renewals and stumble at the economic changes in the 1980s. The family runs into tax problems and inheritance disputes and ultimately fails to keep the group going. But the brand is strong, and a takeover by investors from abroad is quickly on the cards. So nothing stands in the way of the transformation of the House of Gucci. A film worth seeing about rising, world fame, mismanagement and decay. Many stock market stocks run in similar cycles; luxury stocks, in particular, are very susceptible to fads, but they also hold their value.

time to read: 4 minutes | Author: André Will-Laudien
ISIN: PORSCHE AUTOM.HLDG VZO | DE000PAH0038 , Diamcor Mining Inc. | CA2525312070 , ASTON MARTIN LAG.GLB.HLDG | GB00BN7CG237

Table of contents:

    Aston Martin - The major shareholder jumps in again

    One of the top luxury stocks in luxurious sports cars is the British cult brand, Aston Martin. The owners of the well-known car brand belong to the people with rather significant resources and, above all, good taste. In the cult movie series "James Bond 007", the products of Aston Martin were most recently staged by Daniel Craig.

    Between 2015 and 2020, the noble sports car manufacturer had to go through a tough restructuring. In the spring of 2020, Aston Martin was saved from bankruptcy by a financial injection from an investment consortium led by Canadian billionaire Lawrence Stroll. Daimler-Benz later took a further 20% stake. Stroll brought Tobias Moers, the former head of the Mercedes tuning brand AMG, to the British Company as CEO.

    Aston Martin more than doubled its sales in the third quarter of 2021, selling a total of 1,350 vehicles compared with 660 in the previous year. This is primarily due to the new DBX SUV model, which the British Company says explicitly targets affluent women and families. Nevertheless, Aston Martin did not make a profit. On the contrary, the pre-tax loss was GBP 98 million on sales of just GBP 238 million, partly due to higher financing costs.

    Lawrence Stroll bought 400,000 shares in December, investing a further GBP 5 million, and he now holds around 21.6% of the Company. Aston Martin's shares reached over EUR 26 in the middle of the year but fell to EUR 13 by December. Last week, there was a strong countermovement to EUR 15.2 with the entry of Stroll. Meanwhile, the Company confirmed its annual targets. The recently suspected need for consolidation has been impressively confirmed, and the current level is now attractive.

    Diamcor Mining - Diamonds are a girl's best friend

    Not only Marilyn Monroe was crazy about luxury in the form of diamonds. In recent years, the rare gems have gained a firm place in the physical asset allocation of international asset managers. Those looking for physical investments on the stock market can invest in diamonds as well as sports cars. However, there are very few listed diamond players. One small representative is Canada's Diamcor Mining. The Company is the proud owner of the Krone Endora project in the middle of a diamond district in South Africa. Right next door, one of the world leaders in the diamond business, De Beers Group of the Netherlands, is mining.

    In mid-November 2021, Diamcor raised its announced delivery of 2,750 carats another notch, putting a total of 2,925.66 carats up for sale. That brings the total amount of rough diamonds delivered and sold in the current quarter to 5,442.57 carats, a 25% increase from the previous quarter. Corresponding sales increased to USD 1.075 million. Additional rough diamonds that have been mined but not yet shipped will be held as inventory and shipped in the coming quarter.

    The Company is very pleased with the continued increase in processing volumes from Phase 1 production. They are confident of increasing historical processing volumes by 100%. In addition, the Company continues to advance its efforts in planning and developing a major second phase of upgrades to its processing facilities, which are on schedule for completion in the first half of 2022.

    Diamcor's stock is currently trading between CAD 0.32 and CAD 0.35. Cash flow is sufficient for the planned expansion steps. With the mine expansions, the volume produced is steadily increasing, advancing the Company's value well. Those who want to invest in the luxury sector are well diversified with a diamond prospector.

    Porsche SE - The IPO insider tip for the coming year

    Porsche Automobil Holding SE (Porsche SE for short), listed on the DAX since September, is a holding company with investments in the mobility and industrial technology sectors. Today, it sees itself primarily as an anchor shareholder and long-term investor in the Wolfsburg-based Volkswagen Group, in which it holds 53.3% of the ordinary shares. In the Stuttgart-based sports car manufacturer Dr. Ing. h.c. F. Porsche AG, Porsche SE is only indirectly involved via its investment in Volkswagen AG.

    Renewed speculation about an IPO of carmaker Porsche and changes in VW's shareholder structure have strongly driven the shares of VW's major shareholder Porsche Holding in recent weeks. According to "Handelsblatt," VW's owner families Porsche and Piëch, are also looking into reducing their VW stake in the process. The families hold 53% of the Wolfsburg-based group through Porsche Holding. VW, in turn, is the parent company of Stuttgart-based sports car maker Porsche.

    According to speculation, the family owners could use the proceeds from a partial sale of their VW stake to finance a majority stake in Porsche. It is conceivable that they could also relinquish their majority of voting rights in the process but still remain VW's largest shareholder ahead of the state of Lower Saxony, which has held a 20% stake in VW for decades. That would allow the families to raise up to EUR 15 billion without giving up control of the VW Group. A later IPO of Porsche, the sports car pearl, would bring in further billions for the family owners and make a direct investment in the luxury car manufacturer possible. From this point of view, Porsche SE preferred shares with a market capitalization of EUR 26.4 billion are certainly undervalued. But speculation is speculation. Interesting!

    Luxury goods manufacturers have always had a high appeal on the stock market. They were also suitable, for example, to achieve portfolio diversification compared to other sectors. However, the China Evergrande issue could cause an international capital shortage, which in turn would weigh on luxury stocks in particular. Diamcor is a small luxury player with positive cash flows and a low valuation.

    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 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

    André Will-Laudien

    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.

    About the author

    Related comments:

    Commented by Stefan Feulner on February 25th, 2022 | 07:58 CET

    Rheinmetall, Diamcor, Hensoldt - The scenario escalates

    • Diamonds
    • armaments

    All the diplomatic attempts to resolve the situation in Ukraine peacefully have failed. Russia is already in eastern Ukraine with its troops, and the police are reporting fighting throughout the country. In his televised speech launching the war against Ukraine, Russia's President Putin threatens the West with a massive counterstrike. The markets fall into deep red territory. By contrast, the defense industry is benefiting alongside precious metals and oil. Orders should thus continue to rise over the next few years. After the expected sanctions, energy prices are also likely to explode, so there is no end in sight to the inflationary spiral.


    Commented by Juliane Zielonka on February 17th, 2022 | 12:10 CET

    Peloton, Diamcor, Bayer - Trust, tangibles and expertise

    • Diamonds

    Peloton gets in shape with streamlining just like its existing customers. 90% of early adopters remain loyal to the Company. Rough diamonds achieve new record prices, Diamcor profits, and so do its investors. Bayer comes up trumps in the agricultural business with innovative solutions for corn cultivation. In the upcoming market phase, investors want to be prepared. Investing in price-setters that take advantage of strong inflation makes sense. We take a look at three investment opportunities.


    Commented by André Will-Laudien on February 1st, 2022 | 13:47 CET

    Lufthansa, TUI, Diamcor Mining, Aston Martin - Grab strong gains now!

    • Diamonds

    Germany is home to more than 2 million people with assets of more than EUR 1 million - in 2010, this figure was still a good 600,000. The threshold for belonging to the top one per mille is rising steadily. Currently, liquid assets of around EUR 5.5 million are needed to belong to the wealthiest 1 per mille of Germans. Nevertheless, luxury is not only found among the rich because the desire for extravagance is a widespread character trait and less a question of money. We look at companies that rely on liquid clientele.