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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


09. June 2021 | 10:41 CET

SAP, RYU Apparel, Zalando - Do not miss it!

  • Investments
Photo credits: pixabay.com

The Internet has turned our lives upside down and is now indispensable. According to a forecast by Statista, around EUR 2.37 trillion will be generated in the B2C e-commerce market with physical goods in 2023. According to this forecast, the fashion sector will account for the largest share of sales, at EUR 816.55 billion. The increasing importance of e-commerce is also reflected in the sales performance of global players such as Amazon. Be surprised by three exciting stocks.

time to read: 3 minutes by Carsten Mainitz


 

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


SAP SE - Almost 50% made up since price slide

At the current price level of EUR 118, the DAX listed group has already made up almost 50% since the crash last fall. With a market capitalization of around EUR 145 billion, the Walldorf-based Company is the third-largest software group in the world after Microsoft and Oracle. SAP recognized the potential of digital transformation early on and has developed strong, stand-alone cloud solutions such as SAP S4/HANA. Another strategic advantage of the Company is to be open for cross-platform applications. That means that SAP cloud computing solutions can be combined with third-party installations such as those from Google, Amazon Web Services or Microsoft Azure. This setup in cloud computing is a success factor.

However, the cloud issue was also why the share plummeted to around EUR 80 last fall. The group announced that it would focus even more intensely on cloud services and accept high investments for this. The market overreacted at the time because the long-term growth story is entirely intact. The share of revenue generated by the cloud business is expected to rise sharply in the next few years and reach 85% by 2025.

In general, the industry is on the upswing. Most recently, competitor Salesforce reported a good start to the fiscal year and increased its annual targets. The acquisition merry-go-round is also turning. Last December, Salesforce announced the acquisition of office communications service Slack for just under USD 30 billion. Salesforce specializes in cloud-based enterprise software and has acquired more than 60 companies.

RYU APPAREL INC - Out of step?

Over the past few years, the made-up word "athleisure" has become used as a term for sportswear and functional clothing worn in everyday life, also known as urban or activewear. The sportswear industry (Athletic Apparel industry) is dominated by Nike, followed by Adidas. Puma and Under Armour are other well-known players. In addition, there is a larger number of still small, innovative and dynamically growing companies that are increasingly attracting attention.

If you are looking for a small, still relatively undiscovered "athleisure" pearl for your sporty yield portfolio, you may find what you are looking for in Canadian RYU. While investors still had to put CAD 0.26 per share on the table in February, the price recently dropped to CAD 0.07 and is currently trading around CAD 0.10. What happened?

In March, the Company announced an excellent deal. RYU then secured CAD 10 million in convertible option bond financing with an annual interest rate of 7%, which seemed very remarkable given its market capitalization and high conversion price of CAD 0.35 per share.

Then came the bad news on May 11 - The transaction did not go through. One can only speculate as to why. In terms of newsflow, things have also been a bit quiet in recent weeks. But the motivated team of the manufacturer of modern and high-quality sports and functional clothing worn in everyday life will not be defeated. Above all, it is the transformation specialist and implementer of visionary growth strategies, CEO Fazari, and several first-class people. All of them have provided proof-of-concept several times in their professional lives, and all of them are convinced that RYU can become something great. In addition to the high level of innovation, another advantage is the high proportion of online sales and the associated high scalability of the business model. Currently, investors can still buy the shares at a favorable price.

ZALANDO SE - Annual forecast increased, share buyback started

Corona's significant boost to the mail-order business is nothing new. Of course, as Europe's leading online platform for fashion and lifestyle, Zalando has also benefited from this. The assortment ranges from nearly 2,000 globally known brands to local and fast-fashion brands to self-designed private labels. Zalando stores are locally tailored to the needs of customers in 17 different European markets. Zalando's logistics network with five central logistics centers enables efficient delivery to all customers in Europe.

At the beginning of May, Zalando raised its annual forecast for the current fiscal year. The reasons are the robust and profitable growth in the first quarter of 2021, continued high growth in the second quarter and a stable outlook for the second half of the year. Zalando now expects revenue growth of 26% to 31% to EUR 10.1 billion to EUR 10.5 billion and an adjusted EBIT of EUR 400 million to EUR 475 million. Previously, the group expected revenue growth of 24 to 29% and adjusted EBIT of between EUR 350 million and EUR 425 million. In addition, a share buyback program was recently approved. The Company will buy back shares up to a total purchase price of EUR 200 million, but not more than 20 million share certificates. The share buyback began on May 7 and will end no later than July 30, 2021.


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.


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18. June 2021 | 15:10 CET | by Carsten Mainitz

MorphoSys, Biogen, Sierra Growth - What is next?

  • Investments

Pharmaceutical stocks are a bit like that: Giants like Johnson & Johnson or Novartis have an extensive product portfolio and can cushion failures of individual products quite well. It is often a matter of life and death for smaller, specialized companies with every development. Just yesterday, this could be observed in the CureVac share after its Corona vaccine candidate only achieved an efficacy of 47% in the clinical 2b/3 phase. Within a very short time, it disintegrated the stock price. Meanwhile, biotech pioneer Biogen surprised with an unjustified share price rally, which, however, could come to an abrupt end after a new setback. The situation is different for MorphoSys. Its planned acquisition of Constellation Pharmaceuticals initially weighed heavily on the share price, but it holds exciting potential. And the Canadian mining Company Sierra Growth is operating in a completely different environment; however, it has a top opportunity to offer in the current inflationary environment and should not go unmentioned.

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18. June 2021 | 09:56 CET | by Nico Popp

Adler Modemärkte, Steinhoff, Osino Resources: Which penny stocks have substance?

  • Investments

Penny stocks often have something disreputable about them - at least in Germany. As soon as a share is quoted at less than EUR 1 in Germany, it is considered to be at risk of insolvency. The reason for this is that the minimum nominal value of German stock corporations is EUR 1. Abroad, however, things are quite different: In Australia, it is not uncommon for shares to trade even below one cent. For investors who are used to this, it is anything but disreputable. In concrete terms, it all depends on the companies themselves anyway. We profile three companies that are either penny stocks or were, not long ago.

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17. June 2021 | 13:52 CET | by Nico Popp

Daimler, Mineworx Technologies, BASF: Investing in the mobility revolution

  • Investments

The world keeps spinning - faster and faster, it feels. New technology is causing certain industries to rethink. Electromobility is one such catalyst: mining companies and companies from the chemical industry and other suppliers must prepare themselves because soon, most cars will run on batteries. There are great opportunities here - for carmakers who are on their toes and for resourceful experts in the field of recycling.

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