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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".


John Jeffrey, CEO, Saturn Oil + Gas Inc.

John Jeffrey
CEO | Saturn Oil + Gas Inc.
Suite 1000 - 207 9 Ave SW, T2P 1K3 Calgary (CAN)

info@saturnoil.com

+1-587-392-7900

Saturn Oil + Gas CEO John Jeffrey: "Acquisition has increased production by 2,000%"


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
ISIN: CNE100000296 , CA77273P2017 , KYG9830T1067


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

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:

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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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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