Menu

Recent Interviews

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


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


 

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:

05. March 2021 | 10:35 CET | by Stefan Feulner

Steinhoff, Upco International, ProSiebenSat.1 - Facing a turnaround?

  • Investments

Are the stock indices at the turning point? Although the DAX once again reached new all-time highs this week, there was a lack of momentum to confirm them. A correction is already underway in tech stocks. The market for smartphone payments is also on the move. The Corona pandemic has reinforced the movement away from cash to contactless payment methods. The winners are companies that link multiple business areas.

Read

03. March 2021 | 05:50 CET | by Nico Popp

ProSiebenSat.1 Media, Aspermont, Alibaba: Digital media as a multiplier opportunity

  • Investments

When investors think of the media industry, they often still have stories of declining circulation and dwindling audiences in the back of their minds. But they often forget that media companies have long since made a virtue of necessity and gone digital. It is precisely when traditional media companies' quality meets modern digital groups' possibilities that great opportunities arise for investors. We present three shares.

Read

25. February 2021 | 09:24 CET | by Carsten Mainitz

TAAT, GS Holdings, Aphria - lifestyle and wellness stocks with powerful upside potential

  • Investments

What does lifestyle and wellness encompass for you? Being active? Being pampered? Or a good meal followed by an espresso or a cigarette? The latter has become much less popular with Germans in recent years; the smoking rate has more than halved since 1980. Instead, the trend is toward greater health awareness: light and healthy food, natural supplements and gentle medicine. This trend can be observed worldwide and is continuing successively without any dependence on the economic situation. Because one thing is clear: people are saving money on their health last. Ideal conditions to now look at the securities of the following three companies.

Read