Close menu




June 8th, 2022 | 14:13 CEST

Battery game-changers with relative strength: Mercedes-Benz, Altech Advanced Materials, Varta

  • Technology
  • Electromobility
Photo credits: pixabay.com

Last September, for the first time, more electric cars were registered in Germany than diesel. And rightly so! A study by the University of the Federal Armed Forces in Munich compared 790 vehicle models. These included gasoline, diesel, hydrogen cars, hybrids and fully electric vehicles. The result: if the entire life cycle of a car and its recycling are taken into account, electric cars are the most sustainable. So there can only be one way forward for the auto industry. We present three shares that can profit.

time to read: 3 minutes | Author: Nico Popp
ISIN: MERCEDES-BENZ GROUP AG | DE0007100000 , ALTECH ADV.MAT. NA O.N. | DE000A2LQUJ6 , VARTA AG O.N. | DE000A0TGJ55

Table of contents:


    Uwe Ahrens, Director, Altech Advanced Materials AG
    "[...] We know exactly what we are doing and are implementing what we consider to be a proven technology in an industrially applicable and scalable way. [...]" Uwe Ahrens, Director, Altech Advanced Materials AG

    Full interview

     

    Mercedes-Benz: Luxury that pays off

    Mercedes-Benz is the German premium manufacturer par excellence. The brand with the star still has a unique appeal. Meanwhile, the Swabians also have numerous electric bolides in their range. From sedans to SUVs - anyone who likes a star on the hood also has a wide choice of electric cars. In addition, Mercedes is far along in autonomous driving and has already equipped its S-Class with all kinds of bells and whistles. As a rule, these innovations are gradually arriving in the "smaller" vehicles toopppppppoiuuu5. So Mercedes-Benz will continue to score points with its technology for the foreseeable future.

    As a result, Mercedes- Benz is also shortening the gap to rival Tesla among the technology-savvy target group. Analysts also see Mercedes-Benz on a good path. The role model could be luxury companies that score points with close customer loyalty and low price sensitivity. It is hoped that Mercedes could also transfer these concepts to the car business. Although problems with brake systems recently led to a recall that is expected to affect up to one million vehicles, this has not noticeably shaken the share price so far. It could indicate that the general sentiment around Mercedes-Benz is very positive, and sales in the wake of the recalls are quickly absorbed by the market. The share continues to have good prospects!

    Altech Advanced Materials: Great things are on the horizon here

    Investors are also celebrating the good outlook at German industrial company Altech Advanced Materials. CEO Uwe Ahrens wants to make batteries in e-cars cheaper, more durable and safer. The key is said to be an anode coated with aluminium oxide. "Lithium-ion batteries, according to today's standard, already lose part of their capacity during the first charging cycle. Specifically, we are talking about around 15%. The cause is the formation of a boundary layer in which the lithium is bound. We can reproduce this boundary layer with the help of a ceramic coating so that the effect typical of lithium-ion batteries is eliminated and the capacity that would otherwise be lost is retained," Ahrens said in an interview.

    Altech is convinced that it can implement its process on an industrial scale and is currently building a pilot plant for this purpose in Schwarze Pumpe in Saxony. Business relationships already exist with representatives of German industry, such as SGL Carbon. CEO Ahrens is also a well-connected engineer in German industry. The share price has risen in recent months despite a challenging market environment. This relative strength can be an argument for investors, who should definitely keep the stock in mind. It is quite possible that Altech's technology will attract the interest of some industrial companies.

    Varta: Where is the fantasy?

    One of these companies could be Varta. The battery manufacturer is considered extremely innovative and is known for its good quality. Altech CEO Ahrens also has nothing but praise for Varta and emphasizes how the Company scores points on the market through its technological differentiation. Altech also wants to position itself in a similarly flexible way and cover various customer needs. The great e-car fantasy has now faded at Varta. The share has come down to earth. However, if Varta can also leverage its good reputation in the field of batteries for e-cars, new potential could emerge. So far, however, this does not seem to be the case.


    In order to profit from new technology, investors should either focus on shares that bring this technology to customers with attractive margins or on stocks that promise unique selling points. Altech Advanced Materials could offer such unique selling points. Soon, the Company will be able to convince potential customers - but also interested parties - of its technology.


    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 hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    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 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

    Nico Popp

    At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

    About the author



    Related comments:

    Commented by Stefan Feulner on May 21st, 2024 | 07:00 CEST

    Lynas, Almonty Industries, General Motors - Is the trade war escalating, and what is Tesla doing?

    • Mining
    • Tungsten
    • Electromobility
    • RareEarths

    The stock markets continue their record-breaking run. The Dow Jones Industrial has climbed to the 40,000-point mark for the first time in its history, and the DAX is also on the verge of breaking through the 19,000-point barrier. So far, so good, one might say. However, something is brewing in the background with regard to the trade war between the US and China, which could put enormous pressure on company margins in the future. As a result, critical commodities, in particular, are likely to be on the verge of a strong upward impulse.

    Read

    Commented by Armin Schulz on May 15th, 2024 | 06:45 CEST

    Volkswagen, Desert Gold, RWE - There is significant upside potential here

    • Mining
    • Gold
    • Electromobility
    • Energy

    The search for stocks with upside potential is like a treasure hunt in the depths of the financial markets. It combines analysis and intuition to find companies with solid fundamentals, innovation, and a good market environment for growth. Investors must show foresight and recognize many factors that make a share special. We have selected three candidates who have not stood out in recent months but still have significant catch-up potential.

    Read

    Commented by André Will-Laudien on May 6th, 2024 | 07:30 CEST

    Attention e-mobility 2.0, now China is in demand! BYD, Almonty Industries, VW, and Mercedes in focus

    • Mining
    • Tungsten
    • Electromobility

    Even though e-mobility has stuttered in Germany since the scrapping of the environmental bonus, the production of new vehicles "Made in China" is running at full speed. Manufacturers are still trying to pack more range, durability and stability into the units. Conceptually, electric vehicles only make sense if inexpensive electricity can be used for charging. Fast charging stations on the highway cost between 55 and 95 cents per kilowatt hour; Tesla charges an average of 43 cents but asks external customers to pay up to 64 cents. Without the tax disadvantage, optimized diesel vehicles have the same operating costs as electric vehicles. Where the combustion engine clearly scores points, however, is in winter operation, independence, and range. What is more, the battery in an electric vehicle needs to be replaced after 10 years, while the diesel engine has only just warmed up with 150,000 km of performance. Where are the opportunities for shareholders?

    Read