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Welcome, we're back with another shareholder TV expert interview. Florian, from logistics, is here. We're starting the show very dynamically. It's about GoPro and a new camera, the Hero 8. This is the video, a video that was actually recorded with the camera. What do you think of the products? Is it promising for future sales development?
The product, Schlecker, is the right one, you have to say. Sales compared to the previous year are another 30% plus across the Sybase. The CDU said yes, very happy about it, and he has to be. Sales have to be good because GoPro really went all in. It's like standing here on a snowboard, hurtling down a mountain in a dangerous situation.
Even the company massively increased its presence in the car, which was discussed in the car. They had built up a rodent population for this event, the presentation of this new camera, and you can see that they doubled their revenue in Monterey Jack and now also have net debts of one million. Cameras have suffered significant losses in the last quarter, according to dpa - sales have plummeted by 50 million, so one has to start worrying.
Will GoPro survive? But this could be the breakthrough, this one that's proving very popular. No action camera has ever sold as well. How much profit it will generate is still unknown. They're saying, "Okay, we're going to break into the profit zone now." Looking at the estimates for next year, analysts are slightly optimistic.
There will be profits, a P/E ratio of 10, so it's a great bargain. So we're in a very exciting situation, a super hot stock. The share price could double next year if everything goes according to plan. However, the plan is still to deepen the operational performance. They still have to show it; they've disappointed many times before, like when they presented a drone that had to be recalled, and so on and so forth.
It's now on our watchlist. We'll take a closer look at what I would wait for. Could this simply be the starting signal to exit? We've also had some minor insider sales recently, so it's still up in the air. But this could be a very exciting year for active access. We've put it back on our watchlist due to these surprisingly strong sales.
So, if so, we'll continue to observe next year to see if the share prices can be sustained. We'll look at the next stock, AMD Andy. A small update on the start after the extreme rise: what I think of this increase is a consolidation phase. It's flourishing, which is very good, as we've often seen. They've presented surprisingly strong products.
We were thrilled that they've finally skipped years and are really sweeping things along. And this is now actually showing. New market researchers released studies in Q3. They've increased their market share in the desktop chip sector from 13% to 18%. So, things are really booming. It's not a bargain.
The price per kilogram is at 63, but it's falling to 35. Next year, corresponding profits will rise, and we stand by our thesis: the products are so strong. It will be a bit of a surprise. This could still offer potential for further positive developments for months to come. Surprises and technically simply strong, no reason to sell the stock.
You can even buy it again as soon as it regains momentum. Even today, we can't avoid looking at Tesla and the Cybertruck, which is still a big topic. An analyst has spoken up, however, and said how much the seller trusts the structured approach. What did he say? Look, the most well-known Tesla analyst has become a bit questionable in my view.
In May, we were still discussing it, and he said that in the worst- case scenario, the Tesla stock could fall to $10. Up until now, he's always been a big fan of Tesla. In May, he said it could fall to $10. Since then, nobody cares about the model, so in other words, sales would be disappointing again, and he sees too many problems.
But now he's spoken up again after the Cybertruck became a question mark. Suddenly, he's become very optimistic again. He points to the Burg, which so far has been extremely exciting, already ten and A $45 share price is very, says okay, Burgeis, in the best case, it's about €440,500 per share. His reasoning, to come back, what a question, he sees hundreds of thousands of sales of cybertech per year in 2024, that's quite possible, we talked about it, on second glance, bold, exciting design, maybe also briefly linked to the video, practically seen on stage with the smashed windows, now see what WOM80 himself drives, exactly, so here's a funny video, or mask, has fallen off the press, immediately drove with pylons, it's a huge device driver tractor, it really stands out, so stay in the media, stay in talks, to drive, then in a few years, significant sales will be given, it has been pointed out by others that the Diga factor in China alone can produce for around 50,000 sales per year, so in the best case, but one must point out that we are still in reality here, or rather, I think he also ran the red light, wait a minute Where he is then allowed to drive, the others already have one, purely legally speaking, would like to always, so one has to stay in the present.
We now have new sales for Germany, Tesla sales compared to the previous year have increased by over 400, but at the end of November, Theissen, but curves and Germany, 280 is not many when you see BMW and Daimler sell around 30,000. I even have around 60,000, meaning market shares, and that means in Germany it was 0.1 percent, so it is also necessary that one has such successes as the two contracts, and it would also be good that the word at 1 beats the team.
Unfortunately, the media interest is not as great as for the Model 3, and not like at the soundcheck either. Technically, we are doing well, a buy signal has been made, that's true, we could actually run 90 plus, so whoever has the stock can let the profits run, if any. Clearly, Tesla is highly valued, overvalued from the perspective of many.
Currently, one has to push While the mast is cleverly used to stay in the conversation, and the initial distance has been overcome, the focus shifts to solar. A new home storage system is being launched with the help of a partner, or in collaboration with a partner. This is very exciting, especially considering the fastest- growing markets next year, namely storage systems.
Waiting times are long because they are simply too expensive, making it worthwhile to store solar energy overnight. This will now become more affordable, thanks to this Gigafactory Store, which will be built worldwide. They announced plans to build a factory in America with GM for 2.3 billion, for example.
Those who are aware of this know that they can move forward in the next ten years. Of course, in the solar market, we already have our 2030 Mazda portfolio, which is dedicated to climate and environmental protection. Once in the portfolio, we are happy about it and will stick with it. We have also seen the business climate for the solar industry in Germany, specifically how optimistic the companies themselves are about next year and the future.
It is expected to reach a record level. A lot is happening here. SMA Solar already signaled to us in the interview that they are indeed very confident and optimistic about UPS Q1. Therefore, investments here naturally remain, as most people assume the stock will continue to be a buy. Of course, solar and Porsche are volatile, but thanks to the climate discussion and climate package, this should remain a winning sector.
In the last broadcast, I already spoke about it in more detail this week. Now there was also an analyst comment. The SOP stock is a shareholder, and one of the shareholders of our seven-week-old Polish company is also in the 2030 portfolio. And we are, of course, extremely pleased that it's not just that the stock is performing well in this area.
His friend simply enjoyed talking about it. They should enjoy doing interviews with the boss, Marco Fuchs. But that it's also working so well and taking off too quickly. DZ Bank can reiterate that the analysts have now raised their price target from 40 to 50. They say that due to the ESA Ministerial Council decision, they already...
40 percent more annual budget because more and more investments could fall to Earth for asteroid defense and for monitoring how dramatic climate change really is. Many contracts are being secured via satellite. As I said, the margin then rises smoothly from 498.6 percent. Therefore, letting profits run is clear; it's overheated, can take a short break, but can also rise a bit further.
In the long-term medium term, the potential is enormous. We have huge order backlogs; next year, 1.5 billion new orders should be added. It was confirmed again, great action. Now let's look at the host. No time because this year, one had the feeling that another compact was starting, that we had to fall asleep.
2020 could be the big year for Bitcoin. Shortly before the... I myself have Bitcoin, and so do our publishers. Basically, it's always a perspective how far one goes into the chart. So, Bitkom has simply beaten an asset class year-on-year, practically doubling, and still in recent weeks, concertedly.
What's normal now, and what's interesting now, is that DB Research has published a small study, and they believe there's a chance that cryptocurrencies will actually become the thing of the 21st century, and the scene could really take off because what has always been a bit of a problem is that if you and I go to the bakery and want to pay, where is Bitcoin acceptance?
It's not that widespread yet, but experts say they hope that all these legal issues will be resolved, even in China and elsewhere. In Europe, the legislation is already very favorable, as is becoming clear, and it will really catch on, perhaps through collaborations with Apple and others. And then you can briefly show them again, and then the prediction is that it will develop similarly quickly in terms of adoption, meaning just like the internet, which also started slowly and then increased exponentially.
In other words, by 2030 there could be 200 million hectares of forest. That's speculation, but that's what the whole thing is based on. Therefore, I actually believe that 2022 will continue positively, and hopefully the stock will rise as strongly as this year. As I said, a doubling of the share price, even though Garrido is being postponed, or yes, one always thinks a bit short-term for them, easier in the year-end view.
Okay, Power, last value for today. You had an interview with the boss, what did he have to report? Well, he looked very optimistically ahead. He's already showing his teeth, aiming for a smooth tripling of sales again by 2024. So there's real momentum after the start of one of the best hydrogen projects this year, and we just had a capital increase, bringing in around 100 million in funds.
So we've come under a bit of pressure in the short term, but it's still in the upward trend. We had the position so carefully after it got hot. We still have a residual position with and a positive outlook for 2030 in the portfolio. And what did he say? He's naturally optimistic, but I asked what's going on with BMW and the like.
You supply for BMW, after all. Factories for forklifts and especially small trucks that roar through the factory day and night to build modern cars alongside fuel cell systems, and he tells him he has a very good contact with BMW and Mercedes-Benz. They naturally hope for further growth here; already 700 systems are in use at BMW, 100 new ones in Leipzig.
So, to reiterate, they are excellently positioned technologically, especially for small robots and small delivery vehicles, using particularly lightweight fuel cells. There are many exciting topics, and so on. The bare bones, which we continue to enjoy, are of course particularly interesting in the conceptual phase.
We are fresh now, so I would wait for a new momentum to build, but we have good support, and basically, compared to other fuel cell stocks, we are very attractively valued, one has to say, due to the growth dynamics that will arrive here in the next few years. So, in the end, I was even pleased. Thank you, Florian, until the last time, goodbye.
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