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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


25. January 2021 | 08:00 CET

Samsung, Xiaomi, Silver Viper: Business is booming here

  • Silver
Photo credits: pixabay.com

After the pandemic outbreak last year brought global economic activity to a brief standstill, business is now buzzing again. If you look at the statistics for sea and air freight, many transport capacities from Asia are currently fully utilized. The main reason for this is the high demand from many consumers in Germany and the USA for electrical appliances. Here's how investors can profit from this boom and why it pays to think outside the box.

time to read: 3 minutes by Nico Popp


 

Author

Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

About the author


Batteries and payment: Samsung has a finger in every pie

If you want to profit from the boom in consumer electronics, you simply buy the big manufacturers' shares - at least that's the assumption. The South Korean giant Samsung offers everything that we Germans enjoy in lockdown: TVs, smartphones, and all sorts of other technical bells and whistles, such as smartwatches. The South Koreans are also well positioned in memory chips and processors and are also known for their LCD technology. Even if electronics do not carry the Samsung brand name, the chances are good that some Samsung products are installed "under the hood."

Thanks to the excellent market power around smartphones and smartwatches, Samsung could also get involved in contactless payment besides purely consumer electronics. Google Pay already works without problems on Samsung's smartphones. Samsung has chosen battery production as another growth area. The Company already supplies batteries for Audi and could soon equip other German premium brands. Samsung is a jack-of-all-trades and the share price has rightly risen by more than 60% in the past twelve months. Many growth areas, including areas around electromobility, justify this increase.

Xiaomi: The challenger without an ESG profile

When it comes to smartphones, those who do not want to reach for the first best brand may buy a Chinese model like Xiaomi. An insider tip years ago, Xiaomi has become one of the largest smartphone manufacturers in the world. The Chinese concept is simple: They deliver reliable quality at a low price and score with innovation in flagship models.

Xiaomi's smartphones are - typical for Asian models - always a bit bigger. That makes the phones a bit unwieldy but offers large screens and even larger batteries. When it comes to battery life, no one can beat Xiaomi's models in a hurry. Besides smartphones, Xiaomi has all kinds of other products in its portfolio and sells fashion accessories, Bluetooth speakers, smartwatches and smart home accessories.

The share has put in a performance of around 110% over a period of twelve months. However, the value has been weakening a bit for a few days and is in consolidation mode. The P/E ratio for 2021 is currently 37. If the Company stays on the growth path with the upcoming quarterly figures, this will justify a continuation of the success story. The hunger for consumer electronics should remain even after the pandemic. Xiaomi has established a solid market position. Only in the area of sustainability do the Chinese have no unique selling points.

Silver Viper: In search of the precious metal

At first glance, Silver Viper has little in common with Samsung or Xiaomi. The silver Company from Canada is in search of the precious metal in Sonora, Mexico. The La Virginia property is still in the early stages of development. Silver Viper's goal is clear - to further define and develop silver deposits already found and bring the project into production in the long term with the help of partners, or sell it directly to a major producer. The region around the project seems to be predestined for such a project: Companies like Fresnillo, First Majestic and Silvercrest Mines are mining in the area due to the low costs and could be interested in La Virginia in the future.

However, the euphoria that drove the Silver Viper share to CAD 0.75 in the summer of 2020 has subsided, with the share now trading below CAD 0.40. The Company intends to continue exploration in 2021 and, at the end of September 2020, had funds of CAD 4.2 million. Given the dulling share price and the still filled cash register, it can be assumed that no further capital measures are pending in the short term.

For investors, the current market phase could be an excellent opportunity to look at Silver Viper. Unlike gold, for example, silver is also used as a kind of industrial metal in many areas. Examples include medical technology, consumer electronics, and many areas of renewable energy. In the end, Silver Viper has more in common with companies like Samsung or Xiaomi than one might think.


Author

Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

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:

02. March 2021 | 09:39 CET | by Stefan Feulner

Ballard Power, Silver Viper, First Majestic Silver - How to participate in the supercycle!

  • Silver

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NIO, Silver Viper, BYD: E-car investors should think outside the box

  • Silver

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First Majestic Silver, Silver Viper Minerals, Endeavour Silver - After the Short Squeeze is Before the Short Squeeze

  • Silver

Silver has performed much better than gold in recent weeks and months. Investors were able to book profits with the precious metal, while losses were made with gold investment. Often the prices of precious metals run relatively in unison. The fact that the demand situation of silver also includes the industry it can lead to short-term deviations, but also speculation can move prices powerfully in the short term. Some stocks in the silver sector began to rally during January as the market bet on a short squeeze in some candidates based on short-sale data. We give you an update and tell you where it's worth being involved.

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