Menu

Recent Interviews

Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
CEO | Clean Logistics SE
Trettaustr.32, 21107 Hamburg (DE)

info@cleanlogistics.de

+49-4171-6791300

Interview Clean Logistics: Hydrogen challenge to Daimler + Co.


Matthew Salthouse, CEO, Kainantu Resources

Matthew Salthouse
CEO | Kainantu Resources
3 Phillip Street #19-01 Royal Group Building, 048693 Singapore (SGP)

info@krl.com.sg

+65 6920 2020

Interview Kainantu Resources: "We hold the key to growth in the Asia-Pacific region".


Justin Reid, President and CEO, Troilus Gold Corp.

Justin Reid
President and CEO | Troilus Gold Corp.
36 Lombard Street, Floor 4, M5C 2X3 Toronto, Ontario (CAN)

info@troilusgold.com

+1 (647) 276-0050

Interview Troilus Gold: "We are convinced that Troilus is more than just a mine".


01. July 2021 | 11:12 CET

Siemens Healthineers, Royal Helium, Linde: Three stocks with momentum

  • Helium
Photo credits: pixabay.com

Good health is the most valuable commodity. Especially those who have everything materially want nothing more than to remain healthy in the case of illness. People are also becoming more circumspect when it comes to preventive checkups. A few years ago, the cliché prevailed that men, in particular, gave doctors a wide berth. Today, prevention and regular checkups are considered a must. In this context, imaging techniques are becoming increasingly important: Whether an intervertebral disc or cardiovascular problem - modern medical technology equipment allows doctors to closely monitor and make the appropriate diagnoses.

time to read: 3 minutes by Nico Popp
ISIN: SIEMENS HEALTH.AG NA O.N. | DE000SHL1006 , ROYAL HELIUM LTD. | CA78029U2056 , LINDE PLC EO 0_001 | IE00BZ12WP82


Andrew Davidson, CEO, Royal Helium Limited
"[...] We expect the first three wells to be drilled, cased, completed and tested by the second week of March [...]" Andrew Davidson, CEO, Royal Helium Limited

Full interview

 

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


Siemens Healthineers: Breaking out to a new level

Siemens equipment has always been well represented in radiology systems around the world. The health division of the large conglomerate was spun off in 2018 and is also listed on the stock exchange as Siemens Healthineers. Although the Company is well-positioned, Siemens Healthineers suffered from the pandemic. Many preventive checkups were postponed, or chronic patients were reluctant to go to the doctor because of the general situation. Nevertheless, the bare figures did not turn out so badly. A 10% lower profit was acceptable to even the most skeptical given the unique situation.

The diagnostics division of Siemens Healthineers was able to profit from the pandemic. The rapid antigen tests, in particular, were in demand - the queues in front of the test centers still speak a clear language today. Should the delta variant of the virus encounter rising case numbers again in the fall, the high testing, which has declined somewhat because of low incidences, is likely to start up again. Siemens Healthineers is well-positioned and continuously rebuilding; the Company is thinking about selling its ultrasound division. Some time ago, it bought a cancer specialist in the United States. The share recently broke out to a new high and thus also looks good in the long term. Given the recent price gains, however, investors should wait a little longer. The next weakness is bound to come.

Royal Helium: Helium specialist takes the next step

The Royal Helium share is also going through a phase of weakness - at least if you measure the value against its highs. Royal Helium owns 400,000 hectares of promising land for helium production in the Canadian district of Saskatchewan. The Company has made news by successfully discovering helium deposits in three of three wells in recent months. Most recently, the Company secured financing of CAD 17.2 million. If the share price rises above CAD 0.75, Royal Helium could receive further funds, as the participants in the capital measure have received corresponding warrants. The financing is aimed at enabling extensive drilling and development work. Furthermore, seven new wells are planned.

After the first successful drillings have already caused the share to jump for joy, the current level could offer an exciting opportunity for new investors. In the course of the financing and the new shares, the share price has come back a little. However, if Royal Helium continues its expansion, as it did in the first quarter, the stock should become interesting again. Helium is currently in short supply, has always been expensive, and is used in medical technology, space travel and chip production. Royal Helium is a speculative small-cap in an exciting industry.

Linde: Positive development

The German Company Linde is also involved in gas. The Wiesbaden-based Company is one of the leading suppliers of gases for metal processing plants, the chemical industry, the food industry, and medicine. While the industry suffered from the general conditions in 2020, Linde held up quite well. Operationally, in particular, things went well. The Group is also benefiting from the renewed rise in energy prices. These had weighed on Linde in the previous year. The shift towards sustainability could also have a negative impact on Linde in the short term. In the long term, however, development in this area can also be an opportunity. The capital market is anticipating a positive development - the share has been developing positively for a year and gained around 30%. But Linde is no longer a high-flyer.

Gases, and especially special gases for medical technology, are an interesting field. In many places, helium and the like are only a by-product. In Saskatchewan, where Royal Helium operates, high concentrations make direct extraction a viable option. The continuing demand for medical equipment, but also for chips, and the underlying trend of rising commodity prices offer good prospects for stocks in the sector. While companies like Siemens Healthineers and Linde are very solid to dull, Royal Helium can add momentum to a portfolio. Investors should allocate such stocks according to their risk profile.


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:

18. October 2021 | 11:18 CET | by Armin Schulz

Rock Tech Lithium, Royal Helium, Gazprom - Commodities as a booster for the portfolio

  • Helium

Inflation is hitting with full force. Construction costs and energy prices are right at the forefront, which currently know only one direction: up. In the USA, the inflation rate was 5.4%, and in Germany, 4.1%. Winter is just around the corner and demand for heating oil, gas, and the like is rising, with no end in sight at the moment. If you want to hedge against rising prices, it is best to buy shares in producers that profit directly from price increases. Today we analyze three companies from the commodity sector.

Read

05. October 2021 | 12:20 CET | by Stefan Feulner

Covestro, Royal Helium, Nikola - Where will this lead?

  • Helium

The situation is more than critical. Whether wood, steel or plastics, many raw materials are becoming increasingly scarce. The delays and interruptions in supply chains are jeopardizing smooth operations in business, industry and trade. Every sector is currently feeling the effects, from large corporations to small craft enterprises. Despite full order books, many companies are announcing short-time work. This situation is likely to worsen in the coming months.

Read

01. October 2021 | 12:45 CET | by Carsten Mainitz

Royal Helium, Gazprom, NEL - Now it is worth taking another look!

  • Helium

Helium is a sought-after noble gas essential for numerous applications due to its outstanding chemical and physical properties. It is used, for example, as a non-conductive, non-reactive coolant in medical laboratory equipment or in space rockets. It is also in demand in the electronics and nuclear industries. On Earth, helium occurs only in very low concentrations in the atmosphere due to its high volatility, although it is the second most abundant element in the universe after hydrogen. Helium is often a byproduct of oil and gas production. How can investors profit?

Read