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Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
CEO | Clean Logistics SE
Trettaustr.32, 21107 Hamburg (DE)

info@cleanlogistics.de

+49-4171-6791300

Interview Clean Logistics: Hydrogen challenge to Daimler + Co.


Matthew Salthouse, CEO, Kainantu Resources

Matthew Salthouse
CEO | Kainantu Resources
3 Phillip Street #19-01 Royal Group Building, 048693 Singapore (SGP)

info@krl.com.sg

+65 6920 2020

Interview Kainantu Resources: "We hold the key to growth in the Asia-Pacific region".


Justin Reid, President and CEO, Troilus Gold Corp.

Justin Reid
President and CEO | Troilus Gold Corp.
36 Lombard Street, Floor 4, M5C 2X3 Toronto, Ontario (CAN)

info@troilusgold.com

+1 (647) 276-0050

Interview Troilus Gold: "We are convinced that Troilus is more than just a mine".


14. April 2021 | 08:18 CET

BYD, Rock Tech Lithium, Varta: The mobility revolution starts now

  • Lithium
Photo credits: pixabay.com

Nowadays, when major automakers run commercials, they are almost always exclusively ads for electric cars. Even if e-cars were a fig leaf for automakers until recently, they are now getting serious. Volkswagen announced an electrification offensive weeks ago and emphasized its intention to invest massively in its supply chains, referring to battery metals and batteries. This commitment is also urgently needed - competitors from the Far East have already come a long way.

time to read: 3 minutes by Nico Popp
ISIN: CNE100000296 , CA77273P2017 , DE000A0TGJ55


Dirk Harbecke, Executive Chairman, Rock Tech Lithium Inc.
"[...] In 2020, the die is finally cast in the automotive industry towards electromobility. [...]" Dirk Harbecke, Executive Chairman, Rock Tech Lithium Inc.

Full interview

 

Author

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


BYD: China feels the breath of the German automotive industry

One example of this is BYD. Just ten years ago, the Company was known only to those in the know. However, the former battery manufacturer is now also a carmaker and has various models on offer that are also quite well received by customers. BYD's significant advantage is that the Chinese continue to build their batteries and have an excellent connection to China's raw material sources. China has been strategic for decades when it comes to raw materials. Sometimes contracts are concluded with entire countries, massive investments are made in the infrastructure there and billions are made available. As a result, lithium, rare earths and other critical metals are less scarce for Chinese companies than those from the US or Europe.

But is that enough to be successful? BYD put on a brilliant rally last year - the stock climbed 285%. However, BYD lost more than 30% over three months. One reason for this could be that the market valued BYD and NIO together with Tesla as pioneers of the mobility revolution. In the meantime, it has become clear that the Europeans and Americans can also build e-cars - and secure access to raw materials. Coupled with the know-how and strong brands, companies like BYD remain challengers. The valuation is sometimes too high for that.

Rock Tech Lithium: Sustainable mining, innovative processing

The situation is quite different for the German-Canadian lithium Company Rock Tech Lithium. Here, the market does not seem to have realized how great the Vancouver-based Company's potential with German Executive Chairman Dirk Harbecke is (also read the interview). Rock Tech has a promising property in Canada, where the Company plans to mine lithium by 2023. Compared to South American deposits, lithium can be easily removed from the surface thanks to high grades. The lithium, which is mined according to Western environmental standards, is then to be further processed. Rock Tech Lithium has applied for patents for this and expects to gain competitive advantages from its technology.

Since the production of basic materials for battery production also generates by-products, Rock Tech Lithium is already making every effort to either reduce these products or make them usable in other ways. To this end, Rock Tech Lithium has already concluded an agreement with GP Papenburg. The associated cost advantages are not even considered in the current calculations. Rock Tech estimates to be profitable already at a lithium price of USD 7,500 - currently, lithium trades beyond USD 10,000, with a tendency to increase further. Rock Tech Lithium's stock combines Canadian mining and German engineering. Since the Company wants to implement the final refining steps of lithium in Germany and is already considering locations, Rock Tech Lithium is also closely linked to the success of the German mobility offensive. This investment story hits the spirit of the times, the Company is solid and the share is thus worth an investment.

Varta: Lots of speculation with little concrete information

Also closely linked to the German mobility turnaround is the Varta share. The battery specialist is known for its high-performance button cells. For months, there have been rumors that the Company might also be involved in the production of batteries for electric cars. In the meantime, solid plans have emerged. But it is not yet certain what will become of these plans. As it currently stands, Varta only represents the last part of the value chain and produces batteries. The extent to which the Company can score in this area and be competitive is still up in the air.

The share has also already gained around 460% over three years. Until the stock develops further potential, Varta should put more facts around its battery plans on the table. Indeed, the Rock Tech Lithium share has also risen sharply, but from a lower valuation level. In addition, the Company wants to send product samples to potential customers in April. If the product is right and the first customers bite, the Rock Tech Lithium share should outpace the competition from Varta and BYD on the stock market.


Author

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



Conflict of interest & risk note

In accordance with §34b WpHG we would like to point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH may hold long or short positions in the aforementioned companies and that there may therefore be a conflict of interest. Apaton Finance GmbH may have a paid contractual relationship with the company, which is reported on in the context of the Apaton Finance GmbH Internet offer as well as in the social media, on partner sites or in e-mail messages. Further details can be found in our Conflict of Interest & Risk Disclosure.


Related comments:

27. April 2021 | 12:04 CET | by Carsten Mainitz

Samsung SDI, Rock Tech Lithium, Nikola - The future is electric, and these stocks are going with it

  • Lithium

The future is electric. Battery electric, to be precise. A few years ago, there was still talk of a battle of the systems, i.e. diesel vs. hydrogen, battery vs. fuel cell, and this now seems to have been decided: the battery-electric drive has won the race - at least for the time being. However, one thing should not be underestimated: If everyone wanted to drive only battery-electric cars, there would have to be a massive expansion of the electric infrastructure with fast-charging options. And the problem of raw material supply should not be underestimated at the moment. Current battery productions still contain heaps of rare earths and metals, such as lithium, cobalt, lanthanum, etc. In the following, we present three companies that are likely to profit massively from the current e-mobility trends. So buckle up!

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19. April 2021 | 16:58 CET | by André Will-Laudien

Rock Tech Lithium, BYD, Millennial Lithium - The lithium boom is coming!

  • Lithium

The lithium theme is gaining tremendous momentum. According to Bloomberg data, junior lithium companies have already raised about USD 530 million this year. One of the largest capital raises has been Lithium Americas Corp. which has raised a total of USD 500 million through placements in 6 months. The reason for this high level of activity is the announcements by the automotive industry that they plan to invest record amounts in mobile battery technology over the next 5 years. We are talking about a total of over USD 50 billion that Tesla & Co. will soon be launching in order to get their hands on future mobility. Climate change activists should be happy about this. Here are a selection of stocks that are putting the pedal to the metal on this.

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08. April 2021 | 09:32 CET | by Stefan Feulner

Volkswagen, Rock Tech Lithium, NIO - It is getting dramatic for Germany!

  • Lithium

Metal processing industries and steel manufacturers in Germany are increasingly reporting delivery problems and rising costs resulting from significantly increasing raw material prices. Due to the strong growth in demand resulting from the energy transition, it is becoming increasingly difficult to secure the supply of raw materials in the long term. The dependence on China, which currently has a virtual monopoly on many metals, has been evident for a long time. As early as 2008, the then German President Horst Köhler called for a raw materials strategy for the Federal Republic. Little has happened since then, but the bottleneck is steadily approaching. According to the motto of a former SPD politician: "Germany is doing away with itself."

Read