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Andrew Davidson, CEO, Royal Helium Limited

Andrew Davidson
CEO | Royal Helium Limited
224, 4th Avenue South, S7K 5M5 Saskatoon (CAN)

davidson@royalheliumltd.com

+1 (306) 281-9104

Royal Helium CEO Andrew Davidson on NASA, SpaceX and the path to dynamic growth


Craig Taylor, CEO, Defense Metals

Craig Taylor
CEO | Defense Metals
605-815 Hornby St., V6Z 1T9 Vancouver (CAN)

craig@defensemetals.com

+1 (778) 994 8072

Milestones, ESG as an USP and the new openness of policy toward rare earths outside China - Defense Metals provides backgrounds


Alex Kent, Managing Director, Aspermont Limited

Alex Kent
Managing Director | Aspermont Limited
613 - 619 Wellington Street, WA, 6000 Perth (AUS)

Corporate@aspermont.com

+61 8 6263 9100

Aspermont shows the success of digitalization - Alex Kent has an agenda


18. January 2021 | 12:53 CET

Riot Blockchain, Upco International, Microsoft - Game changer Blockchain - more than just Bitcoin!

  • Blockchain
Photo credits: pixabay.com

Blockchain is more than just Bitcoin. This cryptographic chaining process in a decentralized "accounting system" forms the technological basis for the cryptocurrency and allows for other diverse applications. Profound upheavals are on the horizon in many areas of the economy, with currencies, payment services and assets just a few examples. A vast field of application is blockchain-based contracts, so-called smart contracts stored in a programming language. In general, blockchain offers the advantages of tamper-resistance and lower transaction costs, among others. But the technology also comes up against limitations with some adverse side effects such as low efficiency and high energy consumption. Blockchain is not a cure-all, but the market for a wide variety of areas is enormous and enables providers to grow dynamically, sometimes exponentially, in the long term. We introduce you to three profiteers of the blockchain growth trend.

time to read: 2 minutes by Carsten Mainitz


 

Author

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


RIOT BLOCKCHAIN INC - Potential vs. Valuation

Riot Blockchain is focused on mining bitcoin. Based in the US state of Colorado, the Company holds minority investments in the blockchain space.

Riot is one of the largest publicly traded bitcoin miners operating and based in the US. It is gradually expanding its capacity and also implementing various measures to increase efficiency. As a miner of Bitcoins, the Company benefits directly from their appreciation in value. Riot's share price has multiplied in recent weeks in the wake of the bull market in cryptocurrencies. While the share price was still less than USD 4 in November, it reached USD 18 by the end of the year and then recently climbed to USD 30. At the current price level of around USD 25, the Company is valued at USD 1.7 billion.

In our opinion, the share price currently contains too many premature praises and the probability of a continuing price correction is high. Investors should keep in mind that Riot has not been profitable so far. Analysts expect a fivefold increase in sales to USD 50 million in the current year. But below the line, only USD 0.02 per share should remain as profit. The value of the minority interests also does not provide a justified explanation for a company valuation of well over USD 1 billion at this point. Nevertheless, Riot is a long-term beneficiary of rising Bitcoin prices and its holdings' operational progress. After a price correction, the stock is worth a look again.

UPCO INTERNATIONAL INC - blockchain revaluation underway?

The share price of Upco International increased significantly in recent weeks. In our opinion, the increase does not stem from developments in the core telecommunications business but is based on the potential of other "digital services." Specifically, this involves a proprietary blockchain-based solution for payment services.

Upco is a licensed global telecom carrier in the international VoIP (Voice over IP) wholesale business and operates primarily in niche markets. However, the fantasy for the stock, with the potential to revalue the Company, is UpcoPay. UpcoPay is an innovative, secure, and convenient direct payment solution between individuals and merchants. UpcoPay is expected to complement an e-wallet before the end of the year, including to top-up balances or enable payments via the app.

At the beginning of December, the stock was trading at just CAD 0.04, rising to CAD 0.17 in January. At the current CAD 0.14, the Company is still very moderately valued at just under CAD 13 million. Upco can convert existing telecom customers to "pay" and also attract other customer groups. According to the Company's statement, an important milestone is a proof-of-concept, which will initially be provided in Europe this year. If this is successful, the share will still have a long way to go before reaching its highs.

MICROSOFT CORPORATION - Basic Investment

The tech giant now has a market capitalization of USD 1.6 trillion. For the current year, analysts expect consolidated sales of USD 158 billion. That values the Company at about 10 times projected revenue, with a 2021 P/E of 32 and a 2022 P/E of 29.

Microsoft generates nearly half of its revenue from its Windows operating system and application development tools for servers. The fast-growing cloud computing segment accounts for about a quarter of revenues. The Company also offers a wide range of blockchain/smart contract solutions. After Amazon, Microsoft is the largest cloud provider in the world.

With the Microsoft share, investors participate in the growth of a broadly positioned, established, and profitable software Company that reflects all relevant trends. The stock is, therefore, a fundamental investment. The Company will present its Q2 figures on January 26.


Author

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



Conflict of interest & risk note

In accordance with §34b WpHG we would like to point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH may hold long or short positions in the aforementioned companies and that there may therefore be a conflict of interest. Apaton Finance GmbH may have a paid contractual relationship with the company, which is reported on in the context of the Apaton Finance GmbH Internet offer as well as in the social media, on partner sites or in e-mail messages. Further details can be found in our Conflict of Interest & Risk Disclosure.


Related comments:

28. January 2021 | 10:28 CET | by Stefan Feulner

Software AG, Upco International, Moderna - Here's the new WhatsApp!

  • Blockchain

WhatsApp is the world's leading messenger service, with over two billion users chatting, calling and sending photos to each other. However, by announcing that it was changing its privacy policy, the Facebook subsidiary has done itself a disservice. Users are now running away in droves. Competitor Telegram gained over 25 million new users within three days, and Signal was the most downloaded app in the Apple Store. Another company is also benefiting from the WhatsApp debacle, but this one can do much more than just Messenger.

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11. January 2021 | 10:15 CET | by Carsten Mainitz

Bitcoin Group, BIGG Digital Assets, Square Inc.- incredible potential!

  • Blockchain

The market penetration of cryptocurrencies and the tokenization of crypto assets are still at an early stage. The benefits of blockchain-based transactions are clear. Bitcoin marked an all-time high last week at USD 41,000, quintupling in 12 months. Professional investors are becoming increasingly interested in the crypto asset class. Ultimately, the triumph of crypto depends on regulators and general acceptance. However, the multi-faceted Group of payment service providers or specialized (software) solution providers are also interesting for investors. After all, these are cutting themselves an ever-larger slice of PayPal's colossal pie. We introduce you to promising companies, some of which are still relatively unknown, that have huge upside potential.

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05. January 2021 | 08:39 CET | by André Will-Laudien

BIGG Digital Assets, NEL ASA, BYD: The Bitcoin Crypto Rally Continues!

  • Blockchain

Exactly 5 weeks ago, we looked at the BTC exchange rate as it just bounced off the USD 20,000 mark. Over the weekend, it again reached a new high of USD 34,790. Yesterday we saw a violent correction to USD 27,975, just like that, 20% in 4 trading hours. Crypto investors are used to volatility; it will be another hell ride in 2021 anyway because the strong supporters of the Bitcoin already see a new world currency. The supporters of the FIAT dollar, on the other hand, would rather quickly ban the Bitcoin to protect the financial systems from questionable changes. With just 21 million units, the Bitcoin has no reserve character, because only a few wealthy people on this globe can buy a unit of it. It will be interesting to see how the US dollar - Bitcoin - gold currency triangle develops this year.

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