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Heye Daun, President and CEO, Osino Resources Corp.

Heye Daun
President and CEO | Osino Resources Corp.
Suite 810 – 789 West Pender Street, V6C 1H2 Vancouver (CAN)

jbecker@osinoresources.com

Interview Osino Resources: "The market has not yet realized how fast we are advancing Twin Hills."


Bradley Rourke, President, CEO and Director, Scottie Resources Corp.

Bradley Rourke
President, CEO and Director | Scottie Resources Corp.
905 - 1111 West Hastings Street, V6E 2J3 Vancouver (CAN)

info@scottieresources.com

+1 250-877-9902

Interview Scottie Resources: Exciting Story in the Golden Triangle


Jerre Foo, Corporate Development Executive, Silkroad Nickel

Jerre Foo
Corporate Development Executive | Silkroad Nickel
50 Armenian Street #03-04, 179938 Singapore (SGP)

enquiries@silkroadnickel.com

+65 6327 8971

Silkroad Nickel: 'The course is set for dynamic profit growth.'


27. January 2021 | 09:23 CET

RYU Apparel, Plug Power, Netflix - strength and weakness!

  • Investments
Photo credits: RYU Apparel Inc.

The stock market is alive and kicking. With a new app called Reddit, 2.4 million users with an affinity for stocks are currently clicking through various discussion channels and, with self-imposed herd instinct, buying new stocks on the price list. Formerly inconspicuous stocks such as AMC Entertainment, BlackBerry or Nokia then go through the roof with crazy turnovers. A humble statement from management often follows this: "We can't explain the attention in our stock!" - but even after the announcement of such words, the turnovers go down only slightly, and sometimes the price gains even build up. Hard-nosed hedge fund managers learn to fear when they sell completely overpriced stocks short and are subsequently steamrolled by the bull community. With GameStop's move yesterday, Melvin Capital was hit; the short community around Tesla has probably long since given up.

time to read: 4 minutes by André Will-Laudien


 

Author

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


RYU Apparel - strategy rolled out, shops sold out

RYU Apparel, or "Respect Your Universe," is attracting attention as a new brand for Generation Z. The CEO Cesare Fazari takes advantage of the turn of the year, which many people are experiencing from home, to sum up his restructuring work. Through a complete reorganization, the brand relaunch in 2020 worked brilliantly, and investors were also back on the mat, paying in a total of CAD 6 million in fresh capital. Fazari intends to keep the pedal to the metal in 2021, as its long-term goal in 2030 is to establish a brand worth billions of dollars.

Looking at other newcomers from the past such as Abercrombie, Hollister or Under Armour, repeating such a brand build-up is possible in a short time. Once the hip factor has been ignited and the online community has been infected accordingly, things take off. Sometimes it's merely the right testimonial, like David Beckham for Calvin Klein back in the day. In today's categories, of course, we speak of influencers.

New at RYU is now the American wholesale, showing extreme growth rates due to the online boom. The team newly includes Grant Matzen, a seasoned sales and marketing professional with more than a decade of experience working with iconic brands in the sports and lifestyle apparel industry such as Under Armour, Vans, Quiksilver and Roxy. After building its Canadian home base, RYU is now turning its attention to building its sales and distribution teams in the US and Mexico.

New to the program is the golf division: the golf apparel design team is led by industry talent James Chapman, an expert in innovation, trends and fit with the support from cutting-edge digital 3-D design technology. Mr. Chapman is joined by Andrew Parr, as he has a diverse background in athletics. As a golfer himself, Mr. Parr has played in over 40 countries during his professional eight-year career. Mr. Parr is currently an assistant coach for the Canadian national team.

From a distance, things are going well at RYU - the times speak for the business model because even with limited movement radii, Generation Z wants to be dressed in the best possible way. In recent weeks, many hip items on the site were no longer available and out of stock. So please stock up your shelves! The RYU share also belongs in the shopping cart at CAD 0.15!

Plug Power - shorties get a raw deal

In a letter to shareholders, Plug Power comments on the current year. Apparently, in light of a massive stock rally of 1500% in 6 months, they feel obligated to provide a bit of clarity on operating expectations. On the one hand, Plug Power raises its 2021 revenue guidance, namely from USD 450 million to USD 475 million; at the same time, they also announced that 2020 went better than expected. The Company is increasing its 2024 target by more than 40% to USD 1.7 billion in total revenue. This paints a 4-year growth path on the wall.

Analysts could now start doing the math and conclude the revenue forecast, which is admittedly made without any profit statements. Plug Power is growing at a weighted revenue rate of just under 38% (CAGR). So far so good. Also calculated with a sharp pencil, the 2024 price-to-sales ratio for a current market capitalization of USD 33.4 billion is a mere 20. The Company is thus valued with a factor of 20 times sales in 4 years, or even with a factor of 72 in relation to the current day if the increased forecast is taken into account.

In 2000, it was believed that such exaggerations could never happen again, but such ratios did not even exist then. So central bank money, Robin Hood investors and momentum buyers drive fashion stocks like Plug Power into orbit and force even rational short-sellers to capitulate. Conclusion: The stock market has become a pure long-term event - the steamroller is flattening any other opinion and its representatives are successively going broke. One should look at the spectacle nevertheless to see where it leads. Unknowing is forbidden!

Netflix Inc - growth back to normality

Another representative of the online business is the media company and streaming expert Netflix Inc. Netflix beats expectations in the overall numbers with the Q4 figures, but overall growth seems to lose some steam. This was expected, as the large number of new streaming providers naturally takes a little potential out of the top dog's quiver.

Globally, some 8.5 million households signed up for a new Netflix account in the last three months of 2020. That far exceeded Wall Street analysts' expectations and the Company's forecast for the quarter. However, those exact 8.5 million net subscriber additions are roughly the same number Netflix has already added in Q4 of 2018 and 2019. In other words, the Company has simply returned to normal after some volatile previous quarters.

Speaking among partygoers, Netflix is currently having a bit of a hangover, as the return to historical growth levels suggests that Netflix has already put the pull-forward effect of pandemic subscriber growth behind it. In plain English, this means that the group will probably still be able to hold up well but will tend to move sideways without new stimulus on the strategy side. Management's forecast again calls for a net growth of 6 million subscribers in Q1. That is just as much a tick lower than in 2018 and 2019. The small discount in the share price after the announcement of the figures of 7% seems justified at the moment. After all, with revenues of USD 25 billion, Netflix also has a market capitalization of USD 250 billion.

That is easy to calculate, a factor of 10, and therefore 7 times cheaper than Plug Power. It is also easy to justify analytically: Netflix has not yet developed hydrogen TV technology. However, the broad top formation of the share between USD 480 and USD 580 since July 2020 is striking. Netflix must not announce a disappointment - otherwise, the share price is probably missing at least 25%. But maybe it will go into another Robin Hood round before that?


Author

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



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.


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14. May 2021 | 05:40 CET | by André Will-Laudien

E.ON, Commerzbank, Scottie Resources - Surprisingly good figures!

  • Investments

That was a Father's Day stock market! German holidays are always a popular time for corrections because only half of the otherwise usual market participants are actually involved. The crypto values had to give up a lot after Elon Musk announced on Twitter that he would no longer allow Bitcoins as a means of payment at Tesla in the future, as their extraction is highly negative for the climate. At the same time, he called for the development of a "green coin" that can be obtained with sustainable technologies. Bitcoin lost 12%. In the group of altcoins, there were discounts up to 50%. We take a look at some stocks with special movements.

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13. May 2021 | 10:35 CET | by Carsten Mainitz

Steinhoff, Sierra Growth, Vantage Towers - Don't sell in May

  • Investments

Upwards. The shares of the companies mentioned should move in this direction, even in the short term. The wide-ranging menu of opportunities has something for every taste: the still little-noticed "infrastructure stock" Vantage Towers is one of Europe's leading radio mast operators, which analysts still believe has a lot to offer. The permanent restructuring case and penny-stock Steinhoff seems to have finally burst the knot. Speaking of bursting, with new project progress, the exploration Company Sierra Growth could take off virtually overnight.

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13. May 2021 | 10:30 CET | by André Will-Laudien

Alibaba, Tencent, Baidu, The Place Holdings: These are the Chinese Doublers!

  • Investments

After weeks of correction in Asian Internet stocks, there are now signs of a revival. On the one hand, the relative valuation to the well-known NASDAQ darlings has decreased significantly. On the other hand, the Chinese benchmark index has already undergone a 20% correction in 2021. Meanwhile, the government has raised its growth forecast to +8.4% in 2021. If we think in terms of post-pandemic categories, when China's major consumer countries pick up steam, Chinese equities should be able to bounce back very quickly.

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