Close menu

December 8th, 2021 | 14:41 CET

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

  • Electromobility
Photo credits:

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 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 André Will-Laudien on April 23rd, 2024 | 07:45 CEST

    Attention: DAX dividends! Car stocks pay out: Mercedes-Benz, MS Industrie, VW and BMW

    • Technology
    • hightech
    • Automotive
    • Electromobility

    The DAX 40 index has gone into reverse gear in recent weeks. In addition to the high-tech and artificial intelligence sectors, the multi-month bull market also included defense stocks in the interim phase. There is no real reason to celebrate among automotive stocks, as an expected decline in GDP also means reduced household budgets. This translates to fewer new vehicle sales, with many electric vehicles produced in bulk occupying important showroom space from dealers for months. The pain is increasing, and those looking to sell vehicles find themselves in ruinous discount battles with cheap Chinese imports. However, there appears to be a glimmer of hope on the horizon: interest rate cuts! They are expected in the second half of the year. We analyze the current situation.


    Commented by Juliane Zielonka on April 18th, 2024 | 07:00 CEST

    Volkswagen, Altech Advanced Materials, BYD - who can benefit from China's rise

    • Innovations
    • Technology
    • Electromobility
    • Batteries

    Chinese companies such as BYD benefit from state subsidies and domestic access to raw materials. BYD's subsidies have risen from EUR 220 million in just three years to EUR 2.1 billion. These sums are helping BYD dominate the Chinese electric vehicle market and increasingly penetrate the European market. Volkswagen cannot escape the pull of China either. As part of its "In China, for China" strategy, Volkswagen is expanding its cooperation network with Chinese partners. The aim is to reduce costs significantly in the development of EV technology. For companies like Altech Advanced Materials, close cooperation with Chinese market leaders such as BYD and Volkswagen offers the opportunity to commercialize innovative battery technologies that meet the needs of the changing market. One of these innovations, made in Germany by Altech Advanced Materials, increases the longevity of EV batteries by 30%. Here are the details.


    Commented by Armin Schulz on April 4th, 2024 | 06:30 CEST

    BYD, Cardiol Therapeutics, Super Micro Computer - Stock market gains thanks to innovation and specialization

    • Biotechnology
    • Electromobility
    • AI
    • Technology

    In the dynamic stock market environment, companies that invest in innovative technologies and specialization at an early stage stand out with above-average success. Amazon, once founded as a small online bookstore in a garage, is a shining example of this strategy. Through clever diversification and pioneering work in new technology fields, such as cloud computing with Amazon Web Services, Amazon has developed into one of the most valuable corporations. For investors, Amazon's rise underlines the golden opportunities: those with the foresight to invest in future-oriented companies can achieve above-average profits. We have selected three companies that aim to follow this path or have partially already done so.