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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


01. February 2021 | 07:20 CET

Royal Helium, Siemens Healthineers, Eckert & Ziegler - Is helium coming after hydrogen?

  • Helium
Photo credits: pixabay.com

Hydrogen as an investment topic is on everyone's lips. No other chemical element has such a large occurrence in the universe (outside the earth's crust). But it could also be lucrative to look at the second most abundant element in the universe: helium. Helium has the lowest melting and boiling points of all elements. It is used in low-temperature technology, especially as a coolant for superconducting magnets, e.g., medical technology for MRI (magnetic resonance imaging) equipment. We present investment ideas associated with helium, ranging from the noble gas extraction to its use in certain products. Which stock has the most potential?

time to read: 2 minutes by Carsten Mainitz


Andrew Davidson, CEO, Royal Helium Limited
"[...] We expect the first three wells to be drilled, cased, completed and tested by the second week of March [...]" Andrew Davidson, CEO, Royal Helium Limited

Full interview

 

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


ROYAL HELIUM LTD - share price tripled within a few weeks

Royal Helium is focused on exploring and developing a 400,000-hectare helium project in southern Saskatchewan, Canada. Last week, the Company reported that the first of three helium exploration wells, Climax-1, was successfully drilled to the planned depth of 2,600 meters. The Company will evaluate test data within the next three to four weeks. In the meantime, Royal Helium is starting the second exploration well (Climax-2), which is expected to be completed in several weeks.

Last December, Royal Helium raised the necessary funds for the exploration program through an oversubscribed capital increase. The issue price was only CAD 0.22 per share, the exercise price of the linked (whole) warrant with a term of 2 years was CAD 0.35.

Compared to the capital increase, the share price has almost tripled. The shares are currently trading around CAD 0.65, giving the Company a market value of CAD 57 million. Royal Helium is one of the largest helium lessees in the country. Thus, if positive, the test results of the exploration wells will substantially impact the share price. Royal Helium's valuation still has some room to run.

SIEMENS HEALTHINEERS AG - Established player with outperformance

Siemens Healthineers AG is the holding Company of the Siemens Healthineers Group. With several operating units, the Group is one of the world's largest manufacturers of equipment for medical imaging and laboratory diagnostics as well as for hospital IT systems. In addition, digital health services and services for healthcare facilities are offered.

Concerning the first-quarter figures published today, analysts had average forecast sales of EUR 3.595 billion, adjusted EBIT of EUR 562 million and EPS (reported) of EUR 0.33 or adjusted EUR 0.36. The Company will invite shareholders to its Annual General Meeting on February 12.

Since the IPO in March 2018, the stock has performed solidly, outperforming the MDAX by more than 20 percentage points. Even though analysts classify the stock as fairly valued at the current level, the future outperformance of the benchmark index should not be in question. With a market capitalization of around EUR 50 billion, Siemens Healthineers is an established and reliable player that should not be missing from any mid-cap portfolio.

ECKERT & ZIEGLER - Expansion in the USA

With more than 800 employees, Eckert & Ziegler Strahlen- und Medizintechnik AG is one of the world's largest suppliers of isotope technology components for medical, scientific and metrological purposes. The Berlin-based Company focuses on applications in cancer therapy, industrial radiometry and nuclear medical diagnostics. Operationally, the business is divided into the two divisions of Medical and Isotope Products.

Last week, the TecDAX Group announced plans to expand its production site in Boston, Massachusetts (USA), with a new production facility for the contract manufacturing of radiopharmaceuticals. The new so-called GMP facility is expected to be operational by the end of 2021. The Company intends to offer national and international pharmaceutical companies a one-stop solution for a wide range of radiopharmaceutical services.

Eckert & Ziegler is a well-known name in the market. The share has developed phenomenally in recent years. The Berlin-based Company is currently trading at around EUR 54 and has a market capitalization of around EUR 1.16 billion. Analysts at Hauck & Aufhäuser and DZ Bank see further potential and formulate a price target of EUR 70 and EUR 68.10, respectively.


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:

04. March 2021 | 09:03 CET | by Stefan Feulner

NIO, Royal Helium, Xpeng - the fierce battle for raw materials!

  • Helium

The market price is determined by supply and demand. Due to the global climate programs of politics, the pressure increases and the demand grows enormously in the coming years. Raw materials such as rare earth metals, lithium, helium, copper or even silver will become extremely scarce commodities. There is a threat of drastic price increases. In recent years, significant investments in raw material projects have been neglected. To provide more supply, it will now be a race against time. In any case, the producers will profit.

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15. February 2021 | 10:00 CET | by Nico Popp

Linde, Royal Helium, Siemens Healthineers: Which stocks are stepping on the gas?

  • Helium

When it comes to commodities, most investors think of tangible elements, such as copper and gold, or at least liquid substances, such as crude oil. But gases are also a lucrative business. Companies such as Linde have been proving for years that investors can make money from gases. We present business models around gas that are rock solid and anything but volatile.

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25. January 2021 | 07:35 CET | by Stefan Feulner

BYD, Royal Helium, Bayer - it's getting tighter and tighter!

  • Helium

Who will prevail in the battle for the crown in the electric car business? According to experts, the innovation leader Tesla has a technical lead of two to three years. In contrast, the Chinese government supports domestic carmakers such as BYD, NIO and Xpeng with financial injections to achieve climate policy goals in the country. The first winners are already in place. Because of the arms race, there is an extreme demand for the necessary raw materials. In the next few years, there is a threat of severe scarcity and thus dramatically rising prices.

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