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July 22nd, 2022 | 16:42 CEST

BYD, Tocvan Ventures, Nel ASA, Plug Power - Money is flowing into these turbo stocks!

  • PreciousMetals
  • Commodities
  • Electromobility
  • Hydrogen
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Some companies were under extreme pressure during the crisis and lost a good 2/3 of their share price. Today, it is essential to assess whether the business models can recover quickly after the crisis or whether the adjustment path could be a bit slower. Following the latest interest rate hikes, also in Europe, the economic environment could cloud over for the time being. That is because higher interest rates also make financing much more difficult. We look at a selection of potential "turbo stocks" that should immediately be back on investors' lists if momentum picks up.

time to read: 4 minutes | Author: André Will-Laudien
ISIN: BYD CO. LTD H YC 1 | CNE100000296 , TOCVAN VENTURES C | CA88900N1050 , NEL ASA NK-_20 | NO0010081235 , PLUG POWER INC. DL-_01 | US72919P2020

Table of contents:

    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


    BYD - The high-flyer outperforms Tesla

    In China, BYD has long since left Tesla behind because it operates in a much more moderate price segment. A much bigger competitor will emerge in the next few years in the form of VW, which offers much cheaper entry-level models for the Chinese market.

    The performance of the BYD stock is impressive against the backdrop of ever-increasing vehicle sales, thanks to good vertical integration. In recent months, however, Tesla's stock has been down 25%, while BYD has continued to climb, reaching a new all-time high of EUR 41.85 in July 2022.

    There is now further expansion news for Japan after making the leap into Europe with Norway in 2022. BYD will begin selling battery-powered electric cars in Japan next year, it was revealed at a brand conference in Tokyo. Early next year, BYD will begin selling a small, all-electric battery car called the ATTO 3, followed by two more EV models. BYD stock is consolidating a bit in the EUR 35 area right now, but with a stop at EUR 32.50, investors can still sleep easy.

    Please also see our brand new detailed report on BYD:

    Tocvan Ventures - In search of cheap goldfields

    Tocvan Ventures is an opportunistic exploration company from Canada with two significant gold projects in Mexico. Yesterday, the gold price dropped below the USD 1,700 mark, making the venture approach even more attractive. That is because Tocvan was founded to take advantage of the ongoing downturn in the junior mining exploration sector by having management identify and develop interesting properties, including historical ones. Thus, it is not the current spot price that matters but rather the expectation through 2025 and beyond.

    Tocvan has approximately 36 million shares outstanding and currently has a 100% interest in two properties in Sonora, Mexico, namely the Pilar and El Picacho projects. Both are gold and silver deposits. Yesterday there was important news - following the completion of the latest phase of drilling, seven holes totaling 1,382 meters were drilled. Drilling focused on step-out targets along the 4-T Zone and a newly discovered trend between the Main Zone and the 4-T Area. Initial metallurgical results were obtained from column leach tests, suitable for determining potential gold recovery in various project areas. During a 30-day test period, all four samples returned astonishing gold recoveries above 85%. The grades of the ore samples ranged from 0.4 to 5.0 g/t AU, and the measured gold recovery ranged from 85 to 96%.

    "These initial results are encouraging and indicate that gold recovery from oxide material at Pilar has the potential to be relatively high," said CEO Brodie Sutherland. "We are currently working to validate these results in a certified laboratory." The next round of drilling here could yield further promising results fairly quickly. Soon, the price of gold should also reflect the economic truths of demonetization and unchecked debt growth. The two Tocvan projects are, therefore, very promising. The jurisdiction in Mexico is known to be excellent for young explorers. The Tocvan story should still offer a lot of surprise potential. Speculatively worth buying!

    Nel ASA versus Plug Power - Who has more steam in the boiler?

    In these volatile days, it makes sense to take a closer look at the beaten-up growth protagonists. Nel ASA and Plug Power are two excellently positioned companies when it comes to covering the future market of hydrogen. They are the central focus of the European and US climate debate and their extensive subsidies.

    Nel ASA recently landed the largest order in the Company's history. For the share, this meant a chart-technical liberation blow! Since the announcement of the 200-megawatt order at the beginning of the week, the stock has gained over 20% in value. Above all, this should shock short sellers, who had been betting on a further sell-off. According to Finanstilsynet, about 5.4% of all outstanding Nel shares are sold short. From a chart perspective, the hydrogen stock is now sending extremely positive signals above EUR 1.55, and the 200-day line has also been clearly broken from the bottom to the top. The share is not cheap, but the momentum is right again and is attracting follow-on purchases. It is getting tight for the shorties.

    Plug Power's share price performance is similar, up 10% in a week, but here the fundamental outlook has deteriorated somewhat due to political uncertainties, as it is suddenly uncertain whether parts of the US government will support Biden's historic environmental package. The billions in investment were to be used to sustainably subsidize the fight against climate change while pushing through tax increases for corporations and wealthy individuals. However, the forward momentum of the environmental authorities was recently thwarted by the Prime Court, and Republicans are also railing against rising taxes. But Plug Power's stock should be able to shrug this off in a good stock market environment. Pay attention to the momentum and set a tight stop at EUR 16.50. In a direct comparison, Nel ASA currently looks better, but fundamentally it is valued twice as high as Plug Power.

    The current volatile environment remains the setup for the coming weeks. Growth stocks are always on the buy list in the short term. Nevertheless, the bear market is probably not over yet. BYD is already almost a standard stock. Nel and Plug Power are the clear H2 top dogs. Tocvan Ventures is betting on a recovery of the gold price and a shining future in Mexico.

    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 hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

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    Der Autor

    André Will-Laudien

    Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

    About the author

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