March 23rd, 2022 | 10:47 CET
Stocks that change the world: TeamViewer, Perimeter Medical, Nordex
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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.
TeamViewer: What will happen in May?
Although TeamViewer was quickly considered the pandemic stock par excellence in March 2020, the value has lost since then. So, what had happened? On the one hand, a private equity firm divested some of its shares, and on the other, TeamViewer failed to turn the hype into good numbers. However, for a few months now, TeamViewer has been a comeback candidate. The Company is becoming better known, and there are some links to larger companies, such as SAP. A few months ago, the research portal researchanalyst.com wrote of an "interesting purchase candidate" with a view to the market capitalization: "Now that the Göppingen-based Company is already cooperating with the software giant from Walldorf, a takeover by SAP, including a stay in Germany, would be obvious. Such technology is currently still missing from the major corporation's portfolio."
TeamViewer plans to present figures at the beginning of May. Since potential buyers do not want to tie themselves down, takeover speculation is only likely to speed up after better figures. The fact that private equity firm Permira is still on board with TeamViewer also fits the picture: the investment professionals know how to prepare exits. They are probably already turning the right screws to make TeamViewer more attractive. As the share is still trading below its high for the year and new potential is emerging above it, the stock should not be missing from any watchlist.
Perimeter Medical: Technology against cancer
Perimeter Medical Imaging is a company that looks similar today to what TeamViewer did before investors got involved. The Canadian company has made it its business to offer solutions around cancer operations that, on the one hand, increase patient well-being and, at the same time, save costs. For example, when tissue is removed during breast cancer surgery, doctors send it to pathology, and there it is examined for cancer cells. If the surgical procedure was thorough, further treatment steps begin; otherwise, there is a risk of follow-up surgery. It is precisely here where Perimeter Medical Imaging comes into play. The Company enables surgeons to directly analyze tissue in laboratory quality at the operating table. The results are available before the patient is sutured - so if necessary, further tissue can be taken, and a follow-up operation is prevented.
Perimeter Medical Imaging's technology has been approved by the US Food and Drug Administration. Clinical trials are expected to be completed by the end of 2022 at a breast cancer center in Houston, Texas. The Company estimates a USD 3.7 billion market for its innovation and talks of potentially high margins. In addition to breast cancer, the approach to detecting tissue abnormalities could offer benefits in other use cases - the underlying AI technology is flexible, after all, and only needs to be fed the appropriate data. Since December, the stock has lost about 50% of its value and is just getting ready to exit the downtrend. The Company is at an early stage, but the opportunities are obvious. The market is open to new methods against cancer.
Nordex: Figures still not right
Even if renewable energies have always seemed sensible: Wind power and photovoltaics have never been as hip as they are today. Climate change is seen as a threat to humanity. In addition, just a few hours' flight east of us, an autocrat can invade a neighboring country and bully his own population thanks to lavish oil and gas billions. These are good conditions for the Rostock-based wind turbine manufacturer Nordex. The reduction of bureaucracy around approval procedures for wind turbines and power lines, which has already been announced for Germany anyway, is likely to be pursued with even more verve given the new situation. Nevertheless, the trees are not growing to the sky for Nordex. The reason lies in the Company's weak margin, which stood at around 1% at the end of last year - too little for the capital market. Rising energy prices and the associated transport costs are not making the outlook for Nordex any better.
For this reason, too, the stock has halted its recovery rally. Only when the figures for the Rostock-based company are also right is the market likely to push the share up again. However, Nordex is operating in a promising area. The situation with Nordex is similar to that with TeamViewer: once companies have reached a certain size and implemented a mature business model, the market wants to see results. Perimeter Medical, on the other hand, is in a different phase: the growth company has a promising product and is testing it in trials this year. In such market phases, the market usually focuses on opportunities rather than getting lost in the small details of quarterly figures.
Conflict of interest
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