Menu

Recent Interviews

Humphrey Hale, CEO, Managing Geologist, Carnavale Resources Ltd.

Humphrey Hale
CEO, Managing Geologist | Carnavale Resources Ltd.
Level 2, Suite 9 389 Oxford Street, WA 6016 Mount Hawthorn (AUS)

info@carnavaleresources.com

Interview Carnavale Resources: Good cards for long-term success


Bill Guy, Chairman, Theta Gold Mines Limited

Bill Guy
Chairman | Theta Gold Mines Limited
Level 35 (ServCorp), Intl Tower One 100 Barangaroo Ave, 2000 NSW Australia (AUS)

info@thetagoldmines.com

+61 2 8046 7584

Interview Theta Gold Mines: This team has already brought 20 mines into production


David Mason, Managing Director, CEO, NewPeak Metals Ltd.

David Mason
Managing Director, CEO | NewPeak Metals Ltd.
Level 27, 111 Eagle Street, QLD 4000 Brisbane (AU)

info@newpeak.com.au

+61 7 3303 0650

Interview New Peak Metals: Many chances for great success


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:

11. June 2021 | 08:05 CET | by Armin Schulz

BP, Royal Helium, Gazprom - Boosters for the Portfolio

  • Helium

Inflation is here. In the USA 4.2%, in Germany 2.5%. Meanwhile, it may be doubted that these values are of a short-term nature. Commodity prices have been rising for some time, and some craftsmen in Germany are switching to short-time work because they can no longer obtain materials or only at horrendous prices. Inflation means nothing else than a loss of value of money. So, where is the best place to invest at the moment? Dividends would be nice; ideally, more than 3% and additional price gains in stocks would be even nicer. We have picked out three stocks that we think are suitable inflation protectors.

Read

31. May 2021 | 11:14 CET | by Stefan Feulner

Nel ASA, Royal Helium, Nikola, Plug Power - Here comes the second chance

  • Helium

The correction of the stock exchange Highflyer of 2020, hydrogen, could be stopped for the time being. The first delicate, chart-technical stabilization tendencies can be recognized with many shares of the boom industry. The importance of hydrogen as an energy source will increase in the coming decades as governments work to reduce carbon dioxide emissions. Hydrogen produces no carbon dioxide when burned or used in a fuel cell to generate electricity. Thus, rosy times are ahead for the industry. Take advantage of the second chance!

Read

28. May 2021 | 08:14 CET | by Nico Popp

Royal Helium, NEL, Steinhoff: Quick profits? That is what counts!

  • Helium

Earning a lot of money in a short time is ideal for many private investors. But sometimes, things do not turn out the way one expects: share prices go on a roller coaster ride, or a major legal decision drags on. Using three stocks as an example, we explain what brave speculators should watch out for in order to achieve their goal as quickly as possible.

Read