November 30th, 2021 | 11:13 CET
BYD, Standard Lithium, Graphano Energy: Electromobility drives share prices
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"[...] We know exactly what we are doing and are implementing what we consider to be a proven technology in an industrially applicable and scalable way. [...]" Uwe Ahrens, Director, Altech Advanced Materials AG
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.
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.
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