December 8th, 2021 | 14:41 CET
BYD, Graphano Energy, Heidelberger Druckmaschinen - Tesla urgently needs this
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"[...] 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
Graphano Energy - Rare player from North America
In contrast to the lithium explorers, celebrated on the stock market for months and whose valuations are already equivalent to a bubble, it is relatively quiet around companies dedicated to the anode material graphite. But the material is as important as it is scarce, and demand is enormous. Analysts at the major Swiss bank UBS predict that if there is a 100% switch to battery-powered vehicles, demand for graphite will explode by around 264%. What graphite also has in common with lithium as a raw material is its dependence on China. Approximately 70% of graphite production takes place in the Middle Kingdom.
In contrast, there is hardly any production of the urgently needed material in North America. Graphano Energy is one of the few exceptions that the US government could encourage with its program to "secure all North American supply chains for all materials of strategic importance." The Company's vision is to extract graphite with its state-of-the-art, environmentally friendly mining technology and bring it to market in battery-grade form. In this regard, the Company's Lac Aux Bouleaux project is adjacent to TIMCAL's Lac des Iles graphite mine in Quebec to the south, a deposit producing 25,000t annually. The infrastructure is first class, and in addition, the metal is widespread in the region in the Grenville Province rocks. It has been commercially mined in a number of deposits between Mount Laurier to the north and the Ottawa River to the south.
A Phase 2 exploration update was recently submitted. A total of 190 samples are being assayed in the laboratory, with analytical results of 50 samples released. Among these, graphitic carbon (Cg) varies from 0.34% to 23.5%. 19 samples contain over 10% Cg, 12 samples between 5% and 10% Cg and the remaining samples below 5% Cg. Luisa Moreno, Chief Executive Officer of Graphano Energy, is optimistic about the results going forward as ongoing prospecting has led to new graphite discoveries and potential drill targets. Once assay results are complete, plans for the next drill program and a resource estimate should be announced.
Graphano Energy's stock trades in Frankfurt at an attractive long-term entry level due to a steeper pullback.
BYD - Rough wind
A rough wind is blowing against listed Chinese companies at the moment. After US authorities recently published new rules for dealing with foreign shares, shares of Alibaba and NIO went down. The risk of delisting for Chinese stocks remains because certain reporting requirements are being demanded, which the Chinese government will almost certainly oppose. In contrast to the bulk of Chinese stocks, the electrical engineering company BYD held its own to some extent with a price loss of around 4%. Nevertheless, the regained mark of EUR 33 should be observed more closely. Should the title slip below it again, a next stronger stop would only be found again at EUR 29. On the upside, breaking the resistance at EUR 35 would generate a new buy signal.
Heidelberger Druckmaschinen expands electromobility
The chart of the SDAX company Heidelberger Druckmaschinen is school-like. After peaking at EUR 2.88 in mid-November, a short consolidation phase back to the support area at EUR 2.40 followed. The share is now preparing to mark a new high.
The latest news is encouraging and promises considerable share price potential for the future. Heidelberger Druckmaschinen AG is significantly expanding its range of products in the field of electromobility by acquiring the charging station technology of the energy company EnBW. According to a spokesperson, the parties have agreed not to disclose the purchase price. The Company aims to attract a new customer base with municipal utilities, local authorities, and companies with public charging points. Sales of the new charging points are scheduled to start in the middle of next year.
The energy transition is underway, and the electrification of transport is picking up speed. However, a significant supply deficit for the necessary raw materials such as lithium and graphite is looming for the next few years. Graphano Energy is one of the few players in North America and should enjoy strong demand. Shares in Heidelberger Druckmaschinen are also likely to be in demand due to the e-mobility strategy.
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