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Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG

Dr. Thomas Gutschlag
CEO | Deutsche Rohstoff AG
Q7, 24, 68161 Mannheim (D)

info@rohstoff.de

+49 621 490 817 0

Interview Deutsche Rohstoff AG: "We can imagine additional investments in the field of electromobility."


Steve Cope, President, CEO and Director, Silver Viper

Steve Cope
President, CEO and Director | Silver Viper
1055 W Hastings St Suite 1130, V6E 2E9 Vancouver (CAN)

info@silverviperminerals.com

+1-604-687-8566

Interview with Silver Viper: Future price drivers and takeover fantasy


Karim Nanji, CEO, Marble Financial

Karim Nanji
CEO | Marble Financial
1200-1166 Alberni Street, V6E 3Z3 Vancouver (CAN)

info@marblefinancial.ca

+1-604-336-0185

Interview with Marble Financial: Fintech innovator plans expansion into the US


02. March 2021 | 10:11 CET

BYD, Rock Tech Lithium, Xiaomi - Licensed to print money!

  • Lithium
Photo credits: pixabay.com

The triumph of electric cars continues unabated, with new players constantly entering the market. The era of fossil vehicles seems to be over. What is overlooked is that the significantly increasing demand can hardly be met in the future due to the lack of raw materials. The demand for lithium batteries is enormous. One Company is now planning a major coup and wants to become the first and most important producer in Europe. The signs are good. If the plan succeeds, a new unicorn will be born.

time to read: 3 minutes by Stefan Feulner


Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG
"[...] China's dominance is one of the reasons why we are so heavily involved in the tungsten market. Here, around 85% of production is in Chinese hands. [...]" Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG

Full interview

 

Author

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


Rock Tech Lithium - The breakthrough!

Little has happened in the lithium market in recent years. Neither investments flowed into the industry, nor did prices rise, although the age of electromobility had long since begun. Only China has been positioning itself for some time to secure its supply of battery-grade lithium. Due to the exploding sales figures of electric car manufacturers, lithium demand will significantly exceed supply by 2022 at the latest. Massive bottlenecks are imminent, and calls for lithium producers ex-China are becoming louder and louder. The Canadian Company Rock Tech Lithium, which German Chairman Dirk Harbecke leads, is now planning the big coup and wants to become a pioneer in Europe. With tailwind from a capital increase placed in January, in which among others the prominent serial founder Peter Thiel took 5% from the Company plus an option of another 5%, wants to secure the lithium supply of the German automotive industry in the future.

Rock Tech Lithium could serve the entire value chain. The Company's own lithium sulfate mine in Ontario, Canada, can now be brought into production thanks to the successful capital increase. The mined raw material is then to be processed into lithium sulfate in Canada. This concentrate will then be further processed into lithium hydroxide in a converter, which will then be the first in Europe. This process will help to minimize transport costs and environmental impact. According to the Company's management, the first converter will produce around 24,000 metric tons of lithium hydroxide per year, which corresponds to a supply of approximately 500,000 cars.

The possible location is said to be Saxony-Anhalt, not far from Tesla's Gigafactory in Grünheide and BASF's new cathode plant in Schwarzheide. If the Company succeeds in producing 24,000 tons of lithium hydroxide per year, sales would be around EUR 250 million. According to management, profit from the value chain, i.e., mining activities plus operation of the converter, would be at least EUR 40 million after taxes. If these figures come anywhere near, the stock will face a revaluation.

Volkswagen - With pressure to the top

Even if many investors speculate on cooperation with the US carmaker Tesla through the long-standing connection between Elon Musk and Rock Tech shareholder Peter Thiel, a purely German joint venture with the Volkswagen Group is evident. The German flagship Group is massively pushing its investments in electromobility. VW plans to invest a total of EUR 33 billion in electromobility by 2024. In addition to the costs of converting existing plants and setting up its production of battery cells, considerable funds are flowing into research and development.

Electric cars are expected to account for up to 8% of sales as early as 2021. That would mean sales of just under 750,000 electric vehicles. Along the way, Tesla would have been overtaken as the world market leader on the right. Volkswagen's market capitalization is currently EUR 35.98 billion. Competitor Tesla weighs in at EUR 546.99 billion, which is more than fifteen times its stock market value.

Xiaomi - Cobbler, stick to your trade!

The sales figures for electric vehicles are also continuing to rise in China. The Han model produced by BYD performed particularly strongly in January. Sales of a total of 19,871 BYD models are 183% better than in the same period last year. The majority of BYD plug-in car sales are accounted for by the Han model with 12,103 units, including 9,298 fully electric and 2,805 plug-in hybrid models.

In contrast, there was a denial of building its electric car from electronics manufacturer Xiaomi. For a long time, there have been speculations that Xiaomi wants to produce its own electric vehicle. Thus, they tried to compete directly with the US giant Apple. The Company headquarters have now denied this. Xiaomi rose to become the number three best-selling smartphone in the world last year.


Author

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



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:

14. April 2021 | 08:18 CET | by Nico Popp

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

  • Lithium

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.

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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."

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23. March 2021 | 13:56 CET | by Carsten Mainitz

Varta, Rock Tech Lithium, Millennial Lithium - all signs point to growth

  • Lithium

Electromobility and technology are inextricably linked to the topic of energy storage. Leading scientists predict lithium batteries and lithium-ion batteries will continue to dominate this decade. Market experts predict a fivefold increase in lithium demand by 2025. In this context, it is becoming increasingly important that lithium deposits outside China are developed to create the greatest possible security of supply. We introduce you to two companies that could become important lithium producers in the future. We also take a closer look at Varta's plans to enter the e-mobility market. Who is the most significant yield driver for your portfolio?

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