Close menu




December 8th, 2021 | 14:41 CET

BYD, Graphano Energy, Heidelberger Druckmaschinen - Tesla urgently needs this

  • Electromobility
Photo credits: pixabay.com

Climate change is on the global agenda. The cry for decarbonization of the economy is getting louder and louder. Climate activists call for an even faster transition, while politicians follow suit with ever shorter targets. The plans are in place, but implementation is still a long way off. The lack of raw materials, in particular, is likely to silence the theorists in the near future. In addition to lithium, one raw material is essential for the production of lithium-ion batteries.

time to read: 3 minutes | Author: Stefan Feulner
ISIN: BYD CO. LTD H YC 1 | CNE100000296 , Graphano Energy Ltd. | CA38867G2053 , HEIDELBERG.DRUCKMA.O.N. | DE0007314007

Table of contents:


    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.


    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 news.financial. 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

    Stefan Feulner

    The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
    He is passionate about analyzing a wide variety of business models and investigating new trends.

    About the author



    Related comments:

    Commented by Nico Popp on October 22nd, 2025 | 07:10 CEST

    Hype and day-to-day business – What matters now: European Lithium, BMW, Mercedes-Benz

    • Mining
    • Lithium
    • CriticalMetals
    • Electromobility
    • RareEarths

    European Lithium shares have recently caused quite a stir. But what is behind the surge that has multiplied its value within just a few days? What role does the Company actually play - for the US and also for Europe? We sort through the many reports on European Lithium and show where the Company could be headed in the medium term. One thing seems certain: Without European Lithium, the outlook for the automotive industry on both sides of the Atlantic looks bleak. Reason enough to take a closer look at the background.

    Read

    Commented by Carsten Mainitz on October 21st, 2025 | 07:40 CEST

    Power Metallic Mines, RENK, BYD – An explosive combination! And the winners are?

    • Mining
    • Copper
    • Nickel
    • Gold
    • CriticalMetals
    • Electromobility
    • Defense

    Many topics are dominating the headlines. Peace in Gaza – and soon in Ukraine? This prospect initially put a significant damper on defense stocks – but only temporarily. After just a few days of correction, prices are already rising again. Gold at an all-time high is another major topic being covered in the media. Meanwhile, the geopolitical shifts we were reluctant to acknowledge for far too long are now catching up with many companies: China is cutting the world off from critical raw materials and rare earths. Read here to find out how investors can identify promising high-potential opportunities in this constellation.

    Read

    Commented by Armin Schulz on October 21st, 2025 | 07:25 CEST

    Who benefits, who suffers? The raw materials crisis in e-mobility: BYD, Graphano Energy, and Volkswagen

    • Mining
    • graphite
    • Energy
    • renewableenergies
    • Electromobility
    • rawmaterials

    The future of mobility is being decided in the battery factory. Innovative battery cells promise longer ranges and lower costs, but the road to getting there is marked by a fierce race for scarce raw materials and technological supremacy. This tension between disruptive progress and geopolitical risks creates unique opportunities for companies that navigate the transformation strategically. Today, we take a closer look at how BYD, Graphano Energy, and Volkswagen are currently positioning themselves.

    Read