October 14th, 2021 | 07:46 CEST
SAP, Kleos Space, Ballard Power - Igniting like a rocket
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The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.
Kleos Space - To the moon
The mission of Kleos Space is simple: guard borders, protect assets, save lives. The Australian-based Data-as-a-Service Company achieves all this with the help of nanosatellites. Each nanosatellite is launched into space in a cluster of four to scan the earth for radio frequency signals for geolocation. These are then processed using algorithms developed in-house to create data packets. The packets are delivered via API to government and commercial analytics and intelligence facilities worldwide and made available to decision-makers. The focus of the tracking is the maritime domain, i.e. the high seas.
Thus, selling the sensitive data is enormously helpful to coast guards, navies and maritime security companies to detect illegal and covert activities such as piracy, drug and human smuggling, illegal fishing and border violations. The packages also find buyers in the insurance, regulatory, environmental protection, and security industries. Kleos Space is paid for through a subscription model, ensuring recurring payments. That makes the business highly scalable. More than 160 customers from the public and private sectors have already been acquired, including 30 clients from the US government.
The Company launched its first cluster of four satellites back in 2020, and the second was launched into space in June on the SpaceX Falcon 9 Transporter-2 Rideshare mission. By the end of the year, number three is scheduled to follow in conjunction with the next SpaceX Transporter rideshare flight. The Luxembourg-based company plans to launch up to 20 clusters of RF reconnaissance satellites in the coming years.
Kleos Space is a highly exciting Company with a still moderate market capitalization of EUR 72.04 million. Industry peers such as Rocket Lab at EUR 3.5 billion or Spire at EUR 1.1 billion bring significantly more to the scales.
Kleos Space CEO Andrew Bowyer will present the Company today at the International Investment Forum's Small and Mid Cap Investor Conference via Zoom. For more information, visit: www.ii-forum.com.
SAP - Everything different than last time
Investors of the Walldorf-based software giant will probably still have fond memories of the figures for the third quarter of 2020. At that time, disappointing results were reported due to the weakly developing cloud business. After publication, the share tore a huge downward gap and collapsed from EUR 140 to around EUR 90 within two trading days. The gap has since been closed, the share is trading above the EUR 120 mark, and the publication of the first key data for the third quarter of the current year makes us want more.
Cloud revenues, in particular, are causing jubilation in the SAP camp. Revenue in this segment grew by 20% to EUR 2.39 billion. The licensing business performed better than analysts had expected. Overall, sales increased by 5% to EUR 6.84 billion compared to the previous year's weak quarter. The operating margin decreased by 0.9% to 30.7% due to the stronger increase in sales but was also above forecasts.
As a result of the pleasing quarter, the full-year forecasts could be raised for the third time in the current fiscal year. Management now anticipates currency-adjusted sales growth of 16 to 19%. Adjusted operating profit is now expected to decline by a maximum of 2% instead of 4% in constant currency.
The analyst community celebrated the surprising announcement of the outstanding preliminary figures. In addition to Jefferies, Warburg Research and Goldman Sachs also see the stock as a buy candidate. The US investment bank continues to leave its price target at EUR 145.
Ballard Power - Looking to the future
Ballard Power's vision is to provide fuel cell power for a sustainable planet. The Canadians' zero-emission PEM fuel cells enable the electrification of mobility, including buses, commercial vehicles, trains, ships, cars and forklifts. In the train segment, signing a contract made the delivery of eight FCmoveTM-HD fuel cell modules with an output of 70 to Spanish train manufacturer Talgo SA perfect.
Talgo SA, headquartered in Madrid, is considered a leader in the design, manufacture and maintenance of high-speed light rail trains. Talgo has operations in Spain, Germany, Kazakhstan, Uzbekistan, Russia, Saudi Arabia and the US and is known worldwide for its innovation and the high standard and reliability of its technology, according to Ballard Power.
Ballard Power shares closed up more than 9% after briefly testing the low for the year at USD 14.94. The formation of a double bottom could be confirmed with the crossing of the USD 16 mark.
Data is the commodity of the future. Kleos Space receives highly sensitive data from space, which is enormously important for the private and public sectors. The scalable business model offers an attractive long-term opportunity. SAP is doing better than expected, and Ballard Power is becoming interesting at current levels.
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