Close menu

August 12th, 2021 | 11:25 CEST

BASF, Meta Materials, IBU-Tec, SGL Carbon - Materials that dreams are made of!

  • Investments
Photo credits:

Whether e-mobility, aircraft technology or renewable energies - there are inherent scarcities and political implications in many high-tech materials essential for the German economy and future and resource-efficient technologies. Their production and further processing cost a lot of precious energy, and not all environmental or health impacts have been clarified. Mining companies and processing industries are therefore required to observe sustainability principles and not just implement them on paper. Some companies take a proactive approach to this issue, while others must first be forced into line politically. We take a look at some of the protagonists.

time to read: 4 minutes | Author: André Will-Laudien
ISIN: BASF SE NA O.N. | DE000BASF111 , IBU-TEC ADV.MATER. INH.ON | DE000A0XYHT5 , SGL CARBON SE O.N. | DE0007235301 , CA59134L1085

Table of contents:

    BASF - Important raw materials for industry

    BASF SE is one of the most important processors of raw materials in Germany. The Company has its origins in the Badische Anilin- & Soda-Fabrik, founded in Mannheim in 1865; today, its headquarters are in Ludwigshafen. BASF employs more than 110,000 people worldwide and operates at 390 production sites. With sales of around EUR 59 billion, BASF is the world's largest chemical company in terms of sales.

    In the context of sustainably produced industrial goods, BASF's pre-products are very important. In order to show a separation sharpness in the individual segments, innovative production processes are also gladly introduced under new names. The chemical group BASF, for example, groups its "green" plastic additives under the new brand "VALERAS". The new portfolio included all additives that offer significant sustainability value for plastics applications, such as improving durability, saving energy, reducing emissions or promoting biodiversity. The associated business unit is called "Performance Chemicals." In the coming months, the portfolio will be expanded to include additive packages for mechanically recycled plastics and their applications.

    On the other hand, in the battery technology sector, with production facilities for cathode materials in Harjavalta (Finland) and Schwarzheide (Brandenburg), the aim is to offer all precursors with a positive sustainability balance from 2022. That is to be made possible by responsible and reliable raw material procurement. At the same time, the chemical company aims to have the lowest carbon footprint along the supply chain.

    BASF shares are among the top performers on the DAX - up 35% over the past 12 months. As a highly cyclical stock, it is particularly suitable for dynamic investors.

    Meta Materials - High-tech materials for a sustainable future

    The high-tech Company Meta Materials Inc (META®) from Nova Scotia, Canada, produces a range of highly functional materials for various applications. Its proprietary technology platform includes three core competencies: holography, lithography, and wireless sensing with strong IT networking and artificial intelligence (AI) embedding. The versatile approach enables a host of solutions and functional prototypes to be developed faster and at a lower cost than traditional chemical synthesis. Target industries include energy, aerospace, defense and automotive. META® is well known for its collaboration with Airbus in the development of the metaAIR® laser glare shield for pilots. However, the application portfolio is already extensive.

    Metamaterials are a new class of functional materials developed based on unique patterns or structures. They interact with light and other forms of energy in ways not found in nature. The resulting properties and capabilities go beyond the specifications of natural materials and generally cannot be created using conventional material development or specialty chemical manufacturing technologies.

    Meta Materials' products have the status of enablers or system suppliers, enabling leading global brands (OEMs) to deliver breakthrough products in consumer electronics, 5G communications, health and wellness, aerospace, automotive and clean energy. To this end, META® has held a broad and growing portfolio of intellectual property, patents and trademarks since its inception. Its inventions have been introduced and recognized worldwide, which recently led to its inclusion in the ranks of the Global Cleantech 100 companies.

    The META® share is listed on the Nasdaq and German stock exchanges under the symbol MMAT. The share rose very strongly after its launch in 2020 and has now settled at approximately USD 3.60. At this price, the Company has a valuation of about EUR 890 million. In our opinion, the Company's attractive pipeline should be worth an initial investment.

    IBU-Tec and SGL Carbon - Profiteers from the material shortage

    We want to take a brief look at two other companies from the high-tech materials sector. These are the specialty chemicals Company IBU-Tec and the carbon expert SGL Carbon.

    IBU-Tec, based in Thuringia, Germany, recently signed a memorandum of understanding with Blackstone Technology, an innovative German cathode manufacturer, to supply LFP battery material. The contract covers a quantity in the three-digit ton range in the first year and subsequently annual tonnages up to the mid-four-digit range. The IBU-Tec material is intended for use in cathodes of LFP battery cells, which are used, among other things, in the field of e-mobility, in special vehicle construction or stationary energy storage systems. With this potential new customer, IBU-Tec intends to further strengthen its position in the growth market of battery materials. The share has enjoyed the utmost attention for several months.

    The SGL Carbon Group, headquartered in Wiesbaden, Germany, is an international manufacturer of carbon and graphite products and glass and carbon fiber reinforced plastics. In carbon, graphite and composite materials, SGL is one of the world's leading companies. After a long restructuring phase, SGL's new focus is aimed in particular at the chemical, automotive, semiconductor, LED, lithium-ion battery and solar industries.

    Both companies have picked up the baton to be at the forefront of the materials supplier race. Prices have already jumped, yet they still offer decent potential. IBU-Tec can be collected below EUR 50, and SGL appears attractive again below EUR 8.50.

    The investment theme of high-tech materials in the large context of renewable energies and e-mobility has become a perennial favorite for investors willing to take risks. In some cases, valuations have already advanced considerably. However, new candidates such as Meta Materials are always sought after in this environment, and good company news is the order of the day here.

    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") may in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.

    Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.

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

    The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered 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 André Will-Laudien on September 26th, 2023 | 07:45 CEST

    Artificial Intelligence in Sellout! Nvidia, Defense Metals, ARM Holdings - Nothing works without rare earths!

    • Mining
    • RareEarths
    • AI
    • chips
    • Investments

    After long bull market movements, the stock market usually tends to rotate sectors, or the market enters a general consolidation. In the former case, investors can profit by reallocating their assets while exploring new investment opportunities. In the latter case, all stocks come down, and the capital market generally suffers from a change in sentiment and corrects recently exaggerated valuations. In the case of the new megatrend of Artificial Intelligence (AI), the stock market seems to sense a great need for correction. As if by magic, the blockbuster stock Nvidia rose by 250% in just 9 months. However, it has already retraced nearly 20% from its peak. Where do the opportunities lie for investors?


    Commented by André Will-Laudien on September 22nd, 2023 | 07:20 CEST

    Recalculation! These are the bare figures: TUI, Saturn Oil + Gas, Deutsche Bank - Buy prices non-stop!

    • Mining
    • Oil
    • travel
    • Investments
    • Banking

    Companies do not always have good figures in their baggage. Analysts listen very carefully to the words of those in charge. Often, it is only a minor sentence that changes entire valuations. TUI is slowly approaching pre-COVID figures. Saturn Oil & Gas must backtrack slightly because of substantial forest fires in Alberta, and Deutsche Bank aims to finalize the Postbank project in 2023. All three stocks offer good buying opportunities because the long-term prospects are quite convincing.


    Commented by Nico Popp on September 19th, 2023 | 08:25 CEST

    Interest rates at a high - What to consider now: Deutsche Bank, Vonovia, Viva Gold

    • Mining
    • Gold
    • Investments
    • RealEstate

    The European Central Bank (ECB) recently raised interest rates by 25 basis points. For many market observers, this could mean that the benchmark interest rate within the Eurozone has reached its peak. In the US, the signs also point to a pause in interest rates. Here, we explain what this means for various asset classes and how investors should navigate the high-interest rate environment. Additionally, we will explore an interest-free alternative that has its merits for various reasons.