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


30. October 2020 | 13:26 CET

Sartorius, Intel, Royal Helium: How investors invest in the future

  • Investments
Photo credits: pixabay.com

The crisis divides the economy: On the one hand, some industries are forced into change or disappear from the market. On the other hand, there are also winners of the crisis: shares in the healthcare sector profit from the increasing demand for healthcare or laboratory products. Chip manufacturers are happy about full order books and are beneficiaries of the growing digitalization. The megatrend of the past few years has gained additional momentum due to the pandemic.

time to read: 3 minutes by Nico Popp
ISIN: CA78029U2056 , DE0007165631 , US4581401001


 

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


Sartorius: What follows after a 120% return on investment?

The shares of the Goettingen-based Company, Sartorius, were quickly named as a beneficiary of the pandemic. Indeed, the share price performance of the past years looks very impressive: The share price climbed like clockwork. Sartorius manufactures single-use products for the production of drugs and other laboratory supplies. At a time when millions of people are tested for a Covid-19 infection every week, and the race for a vaccine is entering a hot phase, the share price appears attractive.

The Company is also optimistic and recently increased its forecast. Although Sartorius has an ambitious valuation, additional business due to the pandemic is very likely. On a one-year horizon, the share price climbed nearly 120%. Although the dividend is only available in homeopathic doses, this is not important for investors. The share is a solid growth stock in a promising industry - but it is also a bit expensive.

Intel: chip giant does not get off the ground

In contrast, the Intel share is not expensive and currently offers an entry in the low double-digit price-earnings ratio range. Chips from Intel are found in many desktop PCs and laptops. The chip giant is also involved in many other areas and is indirectly considered an attractive investment in the leisure sector - gaming has long been a billion-dollar market, and the fastest chips often come from Intel. The chip manufacturer also covers topics like the Internet of Things.

In the year, there were rumors that Intel might in future rely on contract manufacturers from Taiwan for the production of chips. These plans have been rejected as it is vital to customers that high-quality chips come from Intel. The processors rightly have the reputation of being of high quality and often cost a little more than, for example, competing products from AMD. The share price trend shows the fact that digitization alone as a buzzword is no longer sufficient to attract investors. Intel shares have lost 26.2% over the past twelve months. Despite a low valuation and a stable dividend yield of well over 2%, the share currently shows no momentum.

Royal Helium: Investment in booming industries with a difference

Shareholders of the Canadian Company Royal Helium cannot complain about dynamics - the value has been volatile for months. The Company is searching for the noble gas helium in the south of the Canadian province of Saskatchewan. The gas is used as a propellant or packing gas and, is also used in medicine and chip manufacture. It is also known as a carrier gas for balloons and airships. Royal Helium operates in a traditional production area for the gas and expects long-term growth from its production.

As analysts from Cormark Securities report, the growing demand for helium could lead to a supply shortfall in the coming years, which will become even more significant. In the USA, about one-third of the need for helium comes from the medical sector. The noble gas is used in magnetic resonance imaging equipment. Other significant areas of application in the USA are carrier gas (17%), laboratory instruments (14%) or chip production (5%). In total, the analysts distinguish more than eight areas of application.

Given the market perspective around helium, the analysts of Cormark Securities see a price target of CAD 0.80 for the share - that is about 100% above the current price. Given the market capitalization of only about EUR 12.8 million, the share must be considered highly speculative. However, rapid price increases are possible, especially with such small caps. While shares like Sartorius are already expensive and stocks like Intel are not picking up speed, Royal Helium could be worth considering for speculative investors. After all, the helium market is also profiting from the booming healthcare and semiconductor industries.


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:

23. June 2021 | 12:21 CET | by Armin Schulz

Commerzbank, wallstreet:online, Volkswagen - What is the German stock market doing?

  • Investments

Last Friday, there was the so-called witches' Sabbath, and the DAX fell by over 300 points, but by Monday, the buyers returned. All signs point to economic recovery, also in the USA. The FED has announced that it does not intend to raise interest rates before 2023, despite inflation significantly higher than Germany. The European Central Bank has not yet announced anything about raising interest rates. They are trying to keep the economy going, and Mr. Draghi had tried to fan inflation for a long time but failed at the time. The ECB would undoubtedly like to see inflation of 2-3% over a more extended period, and that makes investing in stocks or other tangible assets still attractive.

Read

22. June 2021 | 15:02 CET | by Nico Popp

JinkoSolar, Defense Metals, Gazprom: Values for the yield kick

  • Investments

The fight against climate change is an ideological issue in many places. That is why there are bitter opponents of the measures. But clean energy should be in everyone's interest - at least if it is profitable to produce. Many people rightly have reservations about pushing technology onto the market solely based on subsidies. History has shown that this creates the wrong incentives and even restricts the development of technology that could become established in the long term.

Read

22. June 2021 | 14:07 CET | by Stefan Feulner

Steinhoff, Barsele Minerals, Bayer - This is explosive for the stock markets

  • Investments

Will the central banks change their direction, or will "the policy of cheap money" remain in place with unlimited bond purchases and zero interest rates to benefit growth? Last week, the markets were already caught on the wrong foot after the FED forecast two interest rate hikes for 2023. Then, the President of the St. Louis Fed, James Bullard, added even more salt to investors' wounds. He sees an accelerated tightening of monetary policy as a normal reaction to economic growth and rampant inflation in the wake of the economy's return from the Corona shock.

Read