Close menu




February 11th, 2022 | 13:46 CET

1000% possible: Varta, Standard Lithium, Power Nickel: The super battery is coming!

  • Electromobility
Photo credits: pixabay.com

In view of advanced stock market valuations, rising inflation and disrupted supply chains, many market participants wonder whether the 1000% is possible in 2022. It is! Because right now, there are many young companies with revolutionary approaches to solving the climate crisis. Innovation and fortune are needed here to launch the ultimate solution to our future problems at the right time. Battery technology remains a good starting point because the issues of range, service life, and recycling have not yet been satisfactorily resolved. Maybe the tenbagger is among the following 3 companies?

time to read: 4 minutes | Author: André Will-Laudien
ISIN: VARTA AG O.N. | DE000A0TGJ55 , STANDARD LITHIUM LTD | CA8536061010 , Power Nickel Inc. | CA7393011092

Table of contents:


    Terry Lynch, CEO, Power Nickel
    "[...] Nickel, therefore, benefits twice: firstly from its growing importance within batteries and secondly from the generally growing demand for such storage. [...]" Terry Lynch, CEO, Power Nickel

    Full interview

     

    Standard Lithium - Shortsellers are still on the move here

    It is already the second short-seller attack on the lithium producer Standard Lithium from Arkansas. This time the disturbing fire comes from the old acquaintance Hindenburg Research. The reporters, specializing in sales studies, have zeroed in on the prospective lithium producers with an extensive report. Apart from the fact that the accusations are pretty poorly researched, they were again quickly refuted by Standard Lithium.

    Analysts have already reacted, and they currently see no reason to deviate from their positive assessment of Standard Lithium (SLI). Dr. Andy Robinson, the operating director of SLI, is very surprised by the accusations but sees no impact on the development of his Company and even calls the action of the short-sellers "bizarre". The cooperation partners Koch Industries and Lanxess immediately renewed their commitment to Standard Lithium. Plans are being continued, some even accelerated, and the first results should follow soon.

    Standard Lithium continues to see itself on an excellent path to becoming the first major lithium producer in the USA. The delivery of the coveted battery metal is to be started as early as the end of 2022, and the test operation is running with good results so far. We have targeted the stock many times. In 2021 it was permanently too expensive, now the price has halved in just 3 months. If the support zone at EUR 4.5 to 5.0 holds, it could go back up significantly. SLI is certainly no longer a tenbagger, but a 50% increase is always possible. Speculative!

    Power Nickel - The development of high-grade nickel deposits

    Lithium-ion battery demand currently consumes 8% of the world's annual nickel production of 2.7 million tons. It is estimated that only 42%, or about 1 million tons, of this nickel, is suitable for battery production because of its purity. Canadian explorer Power Nickel has a flagship project called NISK in Quebec. With mineralization for nickel, copper, cobalt, palladium and platinum, NISK slays almost all the critical future metals in one property. That puts it in a prime position to supply the growing North American market for lithium-ion batteries with high-grade nickel.

    Power Nickel evolved from the predecessor company, Chilean Metals. Today, the new Company has a mining investment portfolio with an 80% interest in Consolidation Gold & Copper. Consolidation Gold & Copper, in turn, owns a 100% interest in the Golden Ivan project in British Columbia's Golden Triangle.

    In addition, the Company is also well represented with concession rights in Chile. They include Zulema, a property covering approximately 4,300 hectares in the Atacama Mineral Belt, as well as Negro and Hornitos, two properties covering about 9,000 hectares in the Atacama Province in Region 3 of Chile, and Tierra de Oro, a property covering approximately 5,667 hectares located in Chile's prolific iron oxide-copper-gold belt.

    The Company plans to focus on battery raw materials in the future. According to a 2021 study by the Nickel Institute, nickel's share of modern batteries will develop from about 39% to 58% in 2025. Even though nickel is not always in the name, it helps reduce greenhouse gas emissions in many battery technologies, so the fundamental goal of producing clean energy solutions is much closer with the use of nickel.

    Currently, demand already exceeds existing supply, with the price of nickel exploding 27% in the last 12 months to USD 23,500 per ton. With its NISK project, Power Nickel is well-positioned to supply high-quality nickel to battery producers and support the development of next-generation electrical technologies. The Power Nickel share has not yet been discovered and can be purchased for around CAD 0.19 in Canada or with a limit in Berlin. You should take a closer look!

    Varta - The commitment in the field of e-mobility is growing

    It has become quiet around the Varta share. In our last reports, we had repeatedly identified the zone of EUR 110 to 140 as a trading range. With the sell-off at the beginning of the year, the share price went down to EUR 86.70. So far, the share price has only recovered a meager 7% from this decline, and the technical pressure remains.

    Meanwhile, Varta is taking the right operational path and strengthening its commitment in the field of e-mobility. To this end, a new subsidiary was recently founded, whose business purpose is to invest in e-mobility companies. At the expanded main plant in Ellwangen, the Company is working very intensively on the "super battery", which can be charged quickly and has a corresponding range. With the so-called V4Drive battery, Varta produces an ultra-high performance car battery that can be charged within a few minutes. However, Varta has not yet shown much of its cards here.

    From a chart perspective, the stock first has to climb back up to the EUR 110 mark, and then it should make faster progress. Since the share is analytically not cheap with a P/S of 3.8, we do not expect a tenbagger at this point, but rather a moderate increase. Nevertheless, Varta sits in the middle of the storm of developing a super battery, which can produce surprising mega news at any time! On March 31, investors should learn more about the 2021 fiscal year - we are not euphoric for this date.


    The battery market is under full steam. According to lawmakers, things have to move quickly so that the topic of climate protection finally delivers tangible progress. Many companies are researching and developing, but some simply supply the raw materials! Varta and Standard Lithium are very well positioned. The newcomer Power Nickel can surprise its investors with corresponding progress in the current year.


    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") currently hold or hold shares or other financial instruments of the aforementioned companies and speculate on their price developments. In this respect, they intend to sell or acquire shares or other financial instruments of the companies (hereinafter each referred to as a "Transaction"). Transactions may thereby influence the respective price of the shares or other financial instruments of the Company.
    In this respect, there is a concrete conflict of interest in the reporting on the companies.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.
    For this reason, there is also a concrete conflict of interest.
    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and the like on news.financial. These contents are exclusively for the information of the readers and do not represent any call to action or recommendations, neither explicitly nor implicitly they are to be understood as an assurance of possible price developments. The contents do not replace individual expert investment advice and do not constitute an offer to sell the discussed share(s) or other financial instruments, nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but a journalistic or advertising text. Readers or users who make investment decisions or carry out transactions on the basis of the information provided here do so entirely at their own risk. No contractual relationship is established between Apaton Finance GmbH and its readers or the users of its offers, as our information only refers to the company and not to the investment decision of the reader or user.

    The acquisition of financial instruments involves high risks, which can lead to the total loss of the invested capital. The information published by Apaton Finance GmbH and its authors is based on careful research. Nevertheless, no liability is assumed for financial losses or a content-related guarantee for the topicality, correctness, appropriateness and completeness of the content provided here. Please also note our Terms of use.


    Der Autor

    André Will-Laudien

    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.

    About the author



    Related comments:

    Commented by Fabian Lorenz on January 26th, 2023 | 20:11 CET

    Big surprise for Tesla hunter BYD and JinkoSolar: when will dynaCERT share takeoff?

    • Electromobility
    • Energy
    • renewableenergies

    Now, this would be a real surprise: Will Tesla hunter BYD soon not only sell its e-cars in Germany but also produce them? According to media reports, the Chinese carmaker is talking to Ford about buying the plant in Saarlouis. Another Chinese group is also continuing to go full throttle: JinkoSolar. The solar group reports strong figures, the start of construction of a reference project and analysts increase the price target for the share. Investors are also waiting for a big bang from dynaCERT. The cleantech company wants to enter into trading with emission certificates. In addition, sales figures are increasing in the core business.

    Read

    Commented by Juliane Zielonka on January 26th, 2023 | 20:10 CET

    Freyr Battery, Auxico Resources, Plug Power - Rare earth battery boom in e-Mobility

    • Mining
    • RareEarths
    • fuelcell
    • Electromobility

    One of Norway's largest financial services companies is increasing its equity stake in Plug Power, the US hydrogen fuel cell company. The reason: Nikola Motors has selected the Company to upgrade its new e-mobility fleet with clean fuel cells. Freyr Battery also has similar ambitions. Here, Impact Clean Power Technology, the Polish manufacturer of battery systems for heavy-duty vehicles, has signed an agreement with Freyr to purchase clean batteries. Both big deals have one thing in common: demand for rare earths and valuable metals to make green technologies a reality. That is where Auxico Resources, a mineral exploration company focused on Africa, comes in.

    Read

    Commented by André Will-Laudien on January 25th, 2023 | 13:51 CET

    Take cover - Tesla reports figures today! BYD, NIO, Power Nickel, BASF: Here we go with e-mobility!

    • Mining
    • Nickel
    • Electromobility
    • Energy

    The tension is rising. How will the annual figures of the industry leader in e-mobility, Tesla, really turn out now? By the end of 2022, there was a 70% slump in the share, and Elon Musk, the founder, had USD 100 billion less in the account within 8 weeks. He himself was to blame because in order to finance the Twitter takeover, he had to part with Tesla shares. For the year 2023, we are now interested in the expectations that will be placed on e-mobility. The fact is that many countries, including Germany, are now gradually withdrawing subsidies. So the new mobility must now learn to walk by itself. Where are the opportunities for investors?

    Read