Predictions
Tilray Inc
Start price
Target price
Perf. (%)
€2.84
23.01.23
23.01.23
€3.00
23.01.24
23.01.24
-34.71%
24.01.24
24.01.24
Could be worthwhile Investment >10% per year
Standard Investments for future growth
Some uniques
Differentiated customer and product portfolio
Standard Lithium Ltd
Start price
Target price
Perf. (%)
€3.34
23.01.23
23.01.23
€1.00
23.01.24
23.01.24
-61.41%
24.01.24
24.01.24
Could be very worthwhile Investment >20% year
Small cyclical dependencies
Revenue growth >5% per year expected
Very low/no dividend yield expected
Solaredge Technologies Inc
Start price
Target price
Perf. (%)
€270.95
23.01.23
23.01.23
€110.00
23.01.24
23.01.24
-75.31%
24.01.24
24.01.24
High Investments for future growth
Leading role in innovation
Differentiated customer and product portfolio
Sustainability is very important
SMA Solar Technology AG
Start price
Target price
Perf. (%)
€77.30
23.01.23
23.01.23
€70.00
23.01.24
23.01.24
-36.61%
24.01.24
24.01.24
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
PVA TePla AG
Start price
Target price
Perf. (%)
€22.08
23.01.23
23.01.23
€22.00
23.01.24
23.01.24
-8.61%
24.01.24
24.01.24
EBIT growth >5% per year expected
Fair valuation
Standard Investments for future growth
Normal challenges to pay loans and raise capital
Nextera Energy Inc.
Start price
Target price
Perf. (%)
€75.79
23.01.23
23.01.23
€65.00
23.01.24
23.01.24
-30.45%
24.01.24
24.01.24
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
Fair valuation
High dividend yield expected
Livent Corp.
Start price
Target price
Perf. (%)
€22.50
23.01.23
23.01.23
€15.00
23.01.24
23.01.24
-32.90%
24.01.24
24.01.24
EBIT growth > 30% per year expected
Fair valuation
Differentiated customer and product portfolio
Very low/no dividend yield expected
Li-ft Power Ltd.
Start price
Target price
Perf. (%)
€6.95
23.01.23
23.01.23
€6.00
23.01.24
23.01.24
-41.22%
24.01.24
24.01.24
Good rating
High Investments for future growth
Revenue growth > 30% per year expected
Sustainability is little important
LPKF Laser & Electronics AG
Start price
Target price
Perf. (%)
€12.07
23.01.23
23.01.23
€15.00
23.01.24
23.01.24
-15.41%
24.01.24
24.01.24
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
positive Cash Flow expected
ITM Power plc
Start price
Target price
Perf. (%)
€1.01
23.01.23
23.01.23
€1.00
23.01.24
23.01.24
-44.87%
24.01.24
24.01.24
Known brand
Very Future proof/growth oriented business model
Growths faster than the competition
Small cyclical dependencies
IBU tec advanced materials AG
Start price
Target price
Perf. (%)
€37.30
23.01.23
23.01.23
€20.00
23.01.24
23.01.24
-55.17%
24.01.24
24.01.24
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
Fair valuation
positive Cash Flow expected
Hexagon Purus As
Start price
Target price
Perf. (%)
€2.40
23.01.23
23.01.23
€1.00
23.01.24
23.01.24
-67.15%
24.01.24
24.01.24
High Investments for future growth
Capable Management
Good culture
Revenue growth >5% per year expected
Canadian Solar Inc.
Start price
Target price
Perf. (%)
€38.83
23.01.23
23.01.23
€20.00
23.01.24
23.01.24
-42.31%
24.01.24
24.01.24
Could be very worthwhile Investment >20% year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
BioNTech SE ADR
Start price
Target price
Perf. (%)
€131.45
23.01.23
23.01.23
€100.00
23.01.24
23.01.24
-30.00%
24.01.24
24.01.24
Rising EBIT margin expected
Good rating
High Investments for future growth
Valuable balance sheet
BeiGene Ltd ADR
Start price
Target price
Perf. (%)
€244.00
23.01.23
23.01.23
€150.00
23.01.24
23.01.24
-38.11%
24.01.24
24.01.24
Could be worthwhile Investment >10% per year
Top 10 in its market
Small cyclical dependencies
Future proof or reliable business model
Baidu Inc. A ADR
Start price
Target price
Perf. (%)
€124.40
23.01.23
23.01.23
€105.00
23.01.24
23.01.24
-21.30%
24.01.24
24.01.24
Revenue growth > 30% per year expected
Fair valuation
Very capable Management
Very small cyclical dependencies
Amazon.com Inc.
Start price
Target price
Perf. (%)
€89.40
23.01.23
23.01.23
€140.00
23.01.24
23.01.24
61.43%
24.01.24
24.01.24
Could be worthwhile Investment >10% per year
Revenue growth > 30% per year expected
EBIT growth > 30% per year expected
Rising EBIT margin expected
Allkem Ltd.
Start price
Target price
Perf. (%)
€8.48
23.01.23
23.01.23
€6.00
23.01.24
23.01.24
-33.50%
24.01.24
24.01.24
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Allgeier SE
Start price
Target price
Perf. (%)
€31.40
23.01.23
23.01.23
€25.00
23.01.24
23.01.24
-34.08%
24.01.24
24.01.24
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Coinbase Global Inc.
Start price
Target price
Perf. (%)
€51.69
22.01.23
22.01.23
€55.00
22.01.24
22.01.24
6.95%
30.01.23
30.01.23
Little Investments for future growth
Risky balance sheet
ROE lower than 10% per year
Little innovation
Hive Digital Technologies Ltd.
Start price
Target price
Perf. (%)
€3.08
22.01.23
22.01.23
-
20.04.26
20.04.26
18.18%
12.01.24
12.01.24
Could be worthwhile Investment >10% per year
Significant cyclical dependencies
Coinbase Global Inc.
Start price
Target price
Perf. (%)
€51.69
22.01.23
22.01.23
-
20.04.26
20.04.26
-12.54%
30.04.23
30.04.23
Probably not worthwhile Investment
Kala Pharmaceuticals Inc.
Start price
Target price
Perf. (%)
€16.44
22.01.23
22.01.23
-
22.01.24
22.01.24
-30.29%
16.02.23
16.02.23
Coinbase Global Inc.
Start price
Target price
Perf. (%)
€51.69
22.01.23
22.01.23
-
22.01.24
22.01.24
31.57%
05.02.23
05.02.23
Could be very worthwhile Investment >20% year