December 17th, 2021 | 11:38 CET
TeamViewer, SAP, Osino Resources, ThyssenKrupp - These shares are far too cheap!
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"[...] We can make a big increase in value with little capital. [...]" David Mason, Managing Director, CEO, NewPeak Metals Ltd.
Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.
TeamViewer - The speculation about SAP does not subside!
The TeamViewer share could not be more volatile. For 5 months now, the value has struggled with a real sell-off. However, after a EUR 40 loss from the top, greater demand is coming back into the market in the EUR 10.8 to EUR 11.50 zone. Currently, the share trades an unusual number of pieces. It is strange because the management made personnel changes after the third profit warning. Why is investor activity as high as ever? Rumors say that the cooperation partner, the Walldorf-based SAP AG, has a sustained interest in TeamViewer's technologies and will soon enter the market with a takeover.
However, analysts have very different views of the Company. US bank JPMorgan has left its rating for TeamViewer at "Overweight" with a price target of EUR 21. "The digital transformation has picked up speed with the pandemic," analyst Stacy Pollard wrote in her 2022 outlook for the software industry. Double-digit growth beckons for years to come, with various IT topics ensuring correspondingly high demand.
On the other hand, other analyst firms are much more pessimistic and have trimmed their price targets. Deutsche Bank lowered its target for TeamViewer from EUR 16.50 to EUR 15.00 after the capital market day and left its rating at "Hold". Morgan Stanley recently sounded the same note. In an "Equal Weight" rating, the Americans also see the stock at only EUR 15.00, after having previously rated it at EUR 17.75. The return on a TeamViewer investment should be digital: Either the Goeppingen-based Company manages to increase its booking figures dramatically, or the downward pull continues. Collect below EUR 11.20 and hold out!
Osino Resources - That is what we like to hear from Namibia
Osino Resources has an attractive portfolio of exclusive exploration licenses. They are located within the prospective Damara mineral belt in Namibia, mainly near the producing Navachab and Otjikoto gold mines on a total area of about 6,700 sq km. The project is highly interesting because of the geographical comparability with the producing mines.
The Canadian explorer can not complain about a lack of investor interest. In the last private placement, they sold 9.545 million shares at CAD 1.10, which flushed almost CAD 10.5 million before costs into the till. Linked to this is also a half warrant at CAD 1.35 for a term of 22 months. With the exercise of this warrant, a further CAD 6.4 million in fresh funds could flow into the Company. The capital will be used primarily for further exploration at the Twin Hills gold project.
In recent days, initial results have been received from the drill program completed in December. Highlights of the work now completed read exceptionally well: 116,000m of drilling in the current year, including 71,000m of infill and step-out drilling, 30,000m of brownfields, 6,000m of greenfields and 9,000m of feasibility drilling (metallurgical, geotechnical and hydrological). The main Bulge and Twin Hills Central zones continue to produce very wide higher grade intersections, and samples collected are currently still being analyzed in the laboratory. Osino is thus on schedule to deliver an expanded resource late in the first quarter of 2022, with additional ounces expected from the expansion at Clouds and step-out drilling at Bulge and THC.
The stock market noted the numbers favorably, sending Osino's share price slightly higher. The share is still trading just near the placement price of the capital increase, but given the attractiveness of the properties, prices should soon go significantly higher.
ThyssenKrupp AG - Hydrogen fantasy in there
ThyssenKrupp AG, formerly heavily indebted, has undergone a real turnaround in the last 5 years. Unprofitable businesses have been divested, but one highlight of the Group's portfolio was the profitable elevator business. It was sold to a US investor consortium in the summer of 2020 for over EUR 17 billion to reduce debt.
After the sale, the share price of the former steel and technology Company fell to around EUR 4. It recovered to over EUR 12 in 2021. Now management has its sights set on a sustainable turnaround and announces it will massively expand hydrogen technologies. The plant engineering group has announced that it will expand its electrolysis capacity by around 5 GW per year - naturally also because the BMBF will generously fund this project. Subsidies are the basis for technological leaps, and Thyssen will be part of the game in the future.
Within four years to mid-2025, ThyssenKrupp aims to further expand its technology leadership along the entire green chemicals value chain, focusing primarily on the series production of high-volume water electrolyzers (H2Giga) the generation of synthetic fuels, and green ammonia and methanol. With these flagship projects, Thyssen is creating an initial spark for the design and implementation of hydrogen solutions on an industrial scale.
Martina Merz, Executive Board Chairwoman of ThyssenKrupp AG, formulates the new strategic direction as follows: "Bringing together this strength of our innovation-driven traditional company with scientific research in the hydrogen flagship projects is the recipe for success in implementing the National Hydrogen Strategy and keeping Germany's technology leadership competitive, internationally."
ThyssenKrupp shares reacted positively to the latest announcements and rapidly rose from EUR 8 to EUR 11. The stock is currently consolidating and at EUR 9.6 again offers a good medium-term entry opportunity.
TeamViewer remains a plaything of speculators, but the technology is good, and the market position promises growth. In Thyssen, the lineup has changed entirely in the last 10 years, and the hydrogen fantasy gives great encouragement. In Osino Resources, lab results in Q1-2022 should lead to a boost in valuation.
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