Close menu




November 30th, 2021 | 11:13 CET

BYD, Standard Lithium, Graphano Energy: Electromobility drives share prices

  • Electromobility
Photo credits: pixabay.com

After the sell-off last Friday, the stock market lights are back on green as of Monday. Shares from the electromobility sector can also benefit from this. These include the shares of BYD, Standard Lithium and Graphano Energy. In addition to a technical countermovement, the three companies have recently published positive news. BYD has received a significant order from Spain, Standard Lithium has secured fresh capital and a well-known investor, and newcomer Graphano Energy is successfully pushing ahead with its graphite project.

time to read: 3 minutes | Author: Fabian Lorenz
ISIN: BYD CO. LTD H YC 1 | CNE100000296 , STANDARD LITHIUM LTD | CA8536061010 , Graphano Energy Ltd. | CA38867G2053

Table of contents:


    Standard Lithium regains confidence

    The Standard Lithium share was one of the investor favorites in 2021. The attack by short-sellers a few weeks ago hurt all the more. However, Standard Lithium seems to recover more and more from this. The Company raised fresh funds through a capital increase, and it presented a renowned investor. The Koch Investments Group - whose founders belong to the wealthiest Americans - joins Standard Lithium with USD 100 million. Although the subscription price of USD 7.42 was slightly below the stock market price, it was still seen as a vote of confidence. In addition to the new capital, Standard Lithium and the Koch Group are exploring strategic opportunities to collaborate in several key areas to advance lithium production. Standard Lithium has also formally submitted a study (PEA) for the South-West Arkansas project. It is also publicly available on sedar.com. According to the study, 30,000 tons of battery-grade lithium hydroxide could be produced there annually over a 20-year period. The average operating costs are to be USD 2,599 per ton, which would require an investment of around USD 870 million. However, Koch's entry shows that the investment sum does not deter investors.

    Graphano Energy: Stock market newcomer with potential

    It is not only Lithium that is needed to build batteries. Graphite is essential for battery production. After processing, it acts as an important anode material and is indispensable in today's Li-ion cells. It exhibits excellent thermal conductivity combined with high-temperature resistance. Investors can profit from the increasing demand for graphite with Graphano Energy. The Canadian exploration and development company has focused on developing energy metal resources from exploration to production.

    After being spun off from the Canadian Manganese X-Energy, it has only been listed on the stock exchanges in Canada and Frankfurt for a few months. After a brilliant stock market start with a price jump from CAD 0.27 to CAD 1.20, the share has recently undergone a healthy correction. At a current price of CAD 0.85, the Company is valued at around CAD 13 million. Compared to the lithium explorers, this appears to be favorable. Most recently, information was provided on the promising progress of Phase II exploration in the Lac Aux Bouleaux (LAB) graphite concession area. This is located in an area known for graphite occurrences. Approximately 190 samples have been taken to a laboratory for analysis. To date, the analytical results of about 50 samples are available. The graphitic carbon (Cg) content 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, CEO of Graphano Energy, commented, "We are pleased that ongoing prospecting in our LAB permit area has resulted in new graphite discoveries and potential drill targets. Once assay results are complete, we will announce our drill program and plans concerning a resource estimate." The stock should regain momentum at the latest with details on the further drilling program and positive resource estimate.

    BYD to supply electric buses to Spain

    One of the big users of Lithium and graphite is BYD. The Chinese group is one of the major manufacturers of a wide variety of electric vehicles and batteries and benefits accordingly from the traffic turnaround. Like now, in Spain. There, BYD has landed a major contract for the supply of electric buses. The customer is Transports Metropolitans de Barcelona (TMB), the public transport operator in the Barcelona metropolitan region. The order covers the delivery of 25 electric 12-meter buses starting in 2022. The buses are to be assembled in Hungary and feature a 442 kWh LFP battery. The range is expected to be 400 km, and the battery can be charged by cable or pantograph. The order is part of TMB's 2025 strategic plan, which aims to phase out diesel transport and includes the renewal and decarbonization of the bus fleet to reduce air pollution in Barcelona. The order is part of a much larger tender. In total, TMB plans to purchase 210 electrified buses.


    The shift to electromobility will continue to electrify investors. Standard Lithium and Graphano Energy are benefiting from the massive increase in demand for batteries. BYD is among the cheaply valued manufacturers of electric vehicles.


    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

    Fabian Lorenz

    For more than twenty years, the Cologne native has been intensively involved with the stock market, both professionally and privately. He is particularly passionate about national and international small and micro caps.

    About the author



    Related comments:

    Commented by Nico Popp on January 12th, 2022 | 10:36 CET

    BYD, Altech Advanced Materials, Volkswagen: Who is as innovative as Tesla?

    • Electromobility

    For years, e-cars lagged behind conventional drives in many areas: The ranges were significantly lower, and comfort remained inferior to classic combustion engines. In the meantime, however, things have changed. Chinese manufacturers, in particular, are scoring points with ranges of 1,000 km. Modern e-cars have also long been packed with gadgets that make the hearts of tech-savvy car enthusiasts beat faster. Does this mean that the development of e-cars is at an end? Not at all! We present three companies from the industry and analyze their innovative strength.

    Read

    Commented by André Will-Laudien on January 6th, 2022 | 13:39 CET

    Nvidia, BrainChip, Daimler, Infineon - Not only Tesla can build e-cars!

    • Electromobility

    Intelligent and powerful chips remain in demand like road salt in the depths of winter. The supply chains are still struggling, and the scarce raw materials are increasing the cost prices. As a result, prices for high-tech materials will continue to skyrocket in the new year. The car manufacturers will probably be hit hardest, as it will not be possible to raise prices at will, especially in Europe, because of foreign competition. Innovation could be an effective means of combating the erosion of margins. We present a few innovative ideas for investors.

    Read

    Commented by Armin Schulz on December 30th, 2021 | 11:35 CET

    Standard Lithium, Manganese X Energy, Daimler Truck - The future of the battery

    • Electromobility

    Electric cars would never have existed with the conventional lead-acid batteries popularly used in remote controls and the like. The development only became possible with the invention of lithium-ion batteries, which can be charged much more often and thus significantly increase battery life. The advantage of electric mobility is emission-free driving. The disadvantage is longer refueling times, shorter range and the need for lithium and other rare raw materials, such as manganese. It is precisely the batteries that make electromobility so expensive. It is not for nothing that Tesla is trying to push the price down to under USD 100 per kilowatt-hour. Experts expect that the prices of internal combustion and e-cars will then converge.

    Read