With these data-driven and scalable business models, investors are on the winning side: Aspermont, Palantir, and SAP!

Aspermont – Great opportunity for revaluation in the current year

2025 marked a turning point in many ways for Australian media and data company Aspermont. Last spring, the share price reached an all-time low of around AUD 0.003. Massive sell-offs by the heirs of the main shareholder, who died in 2024, had led to this considerable drop in the share price. In the meantime, the shares have recovered significantly.

Strategically, the specialized media provider for the global commodities industry has undergone a decisive transformation and now has the opportunity for a sustainable revaluation. The course for this was set by the commercial use of the Company's extensive database. This comprises around 190 years of archived content, drilling analyses, and industry-specific information from the traditional brands "Mining Journal" and "Mining Magazine."

Aspermont launched the pioneering platform "Mining IQ" as a beta version last summer. The search and analysis platform, based on a large language model (LLM), combines artificial intelligence (AI) with structured mining data. This allows historical and current information on projects, risks, ESG criteria, and capital market trends to be generated into usable and valuable analysis products for decision-makers in the commodities industry. The Company's crowning achievement was winning commodities giant Rio Tinto as a customer. Rio Tinto signed a data contract worth AUD 550,000, securing exclusive access rights for a specific period of time.

The database will be expanded in the coming quarters. With the "data-as-a-service" business, the Australians can count on recurring revenues and high margins from the subscription model. In addition, Aspermont expanded its presence in the areas of marketing services and events last year. Although Aspermont has been increasing its quarterly revenues for many years, it posted a loss in the past fiscal year.

With the new scalable business model, profits are only a matter of time. The Company is currently valued at around AUD 20 million at a share price of around AUD 0.006. In the past fiscal year, Aspermont generated revenues of AUD 15.4 million. However, the stock market generally values data-driven and scalable business models at x times annual revenue. With the rollout of the Mining IQ platform, the market should gradually revalue the stock.

Palantir – Very ambitious valuation

The US software giant specializes in data integration, analysis, and operational decision support. Its business model is based on making large, heterogeneous, and often unstructured data sets actionable for organizations, especially where decisions are critical, complex, and need to be made quickly.

Palantir offers three central platforms tailored to different customer groups and specific needs. Based on demand from security-related areas such as government, military, intelligence, and law enforcement, Palantir has expanded its business model to industry and commerce.

The latest platform, Palantir AIP (Artificial Intelligence Platform), combines the existing platforms with generative AI. This transforms Palantir from a data analysis provider to a central AI operating system for organizations that want to use AI productively and securely. AIP is currently the group's most important growth driver.

Monetization is mainly through subscription models. The Company is currently valued at USD 428 billion at a share price of USD 180. With projected revenue of USD 6.3 billion and profit of USD 2 billion for 2026, the key figures are more than impressive. Analysts consider the stock to be fully valued.

SAP – Analysts see 30% upside

SAP is Europe's largest software group and one of the world's leading providers of enterprise software. Its business model is based on providing companies with an integrated digital control platform for almost all business processes. With standardized but highly customizable software, companies can control their core processes from finance to production, logistics, sales, and human resources.

Analysts forecast revenue of EUR 41 billion and profits of EUR 8 billion for the German software company in the current year. At a share price of EUR 215, the Company has a market capitalization of EUR 248 billion. Experts believe the shares have further upside potential and have set an average price target of EUR 280 – implying roughly 30% potential gains.

Aspermont is poised for a revaluation with the rollout of its data-driven and scalable Mining IQ platform. Its customer, Rio Tinto, illustrates the potential that is not yet reflected in the Company's valuation of AUD 20 million. Palantir offers valuable products for a range of customer groups, but its valuation is very high. SAP has a strong competitive position in the enterprise software sector. Analysts believe the stock has further upside potential of 30%.