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February 15th, 2022 | 11:28 CET

BYD, Yorkton Ventures, Standard Lithium - Winners of the mobility revolution!

  • Lithium
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The shift from fossil fuels to battery-powered vehicles is underway, and policymakers are keeping up the pressure with targets to reduce emissions from cars by at least 55% and trucks by 30% by 2030 compared to 1990 levels. Demand for New Energy Vehicles (NEVs) is growing tremendously. In addition to Tesla, Chinese manufacturers such as BYD, XPeng and NIO were also able to report double-digit growth rates in the past fiscal year. The prerequisite for this trend is the procurement of the existential raw material lithium. But this is becoming increasingly scarce.

time to read: 3 minutes | Author: Carsten Mainitz
ISIN: BYD CO. LTD H YC 1 | CNE100000296 , Yorkton Ventures Inc. | CA9872111096 , STANDARD LITHIUM LTD | CA8536061010

Table of contents:

    BYD - Growing giant from China

    Warren Buffett suspected years ago that BYD could develop into the coming star in the Chinese electromobility sky. For the investment legend, the BYD stake has more than paid off so far: at the end of last year, the share was already worth USD 5.9 billion, as can be seen from Berkshire's latest annual report. Even though the share price has lost value in recent weeks due to the weak overall market, in the long run, the Build Your Dream company should continue to expand its market share, especially in China.

    With a growth of 362% compared to January of the previous year in "New Energy Vehicles", the car manufacturer was able to shine once again. Credit Suisse analysts continue to see BYD as an outperformer and reiterated their price target at HKD 380, equivalent to EUR 42.67. In addition to pure car sales, the Chinese Company also shows leadership in other innovations. Metaverse is attracting more and more attention. Especially now with tech giant Facebook's recent name change to Meta Platforms Inc. to emphasize its focus on Metaverse. It has been revealed that BYD filed documents with authorities to register a Metaverse trademark under the name "BYD Metaverse" as early as December 27 of last year.

    Yorkton Ventures - Lithium portfolio with imagination

    The prerequisite for electric car manufacturers to continue to increase their growth figures exponentially is the presence of lithium, a critical raw material for batteries. Increased demand - experts predict between a factor of 20 and 40 by 2030 for lithium-ion cells - is offset by an excessively short supply. Lithium prices on the futures market have tripled since last year. The investment company Yorkton Ventures has a more than interesting business model and one that is appropriate for the current situation.

    The Canadians are currently building up a lithium portfolio to meet the increasing demand. Late last year, a group of three non-contiguous lithium properties, Key Lithium, Amisk West Lithium and Amisk East Lithium, collectively known as the Cyr-Kapiwak project, were secured in the James Bay area of Quebec. The acquisition agreement, which the regulatory authority has approved, has now been completed.

    The lithium project consists of 42 mineral claims covering a total area of 22.20 sq km. The area is located near Allkem's James Bay lithium concession area and about 3 km from the proposed James Bay mine. The Amisk West and Amisk East lithium permit areas are located several kilometers south of the Key lithium permit area. They are adjacent to Medaro Mining Corp's Cyr South lithium permit area. The Amisk permit areas include large portions of pegmatite-bearing granites that remain largely unexplored.

    In addition to the emerging lithium projects, the Vancouver-based Company also has two gold projects in Newfoundland and the Bellechasse-Timmins Gold Project in Quebec, which historically has 171,000 ounces of gold as a mineral resource at an average grade of 1.83 g/t gold.

    Newcomer Yorkton Ventures is listed in Frankfurt and Toronto (TSX-V) and currently has a market capitalization of CAD 10.7 million. The Company is led by experienced management and could be good for one or two surprises in the future.

    No peace at Standard Lithium

    It was almost to be expected that there is still no calm at the Canadian lithium producer Standard Lithium. Hindenburg Research claimed in a report that Standard Lithium was unlawfully failing to disclose information about the pilot project in Arkansas. Its publications state that Standard's plan to produce lithium for EV batteries in Arkansas was based on technology that did not work. The share price fell by more than 20%.

    After an extensive rebuttal on Standard Lithium's part and an explanation that the Company has been operating a pilot plant in Arkansas for more than 20 months to test its technology and that the public is regularly informed about it, the share price came to rest. But only for a short time. The reason lies in class action lawsuits in the USA in connection with the recently published short report. Thus, several law firms such as Bragar Eagel & Squire PC, Robbins LLP or Jakubowitz Law from New York write that they want to represent investors who had bought Standard Lithium shares between May 19, 2020, and November 17, 2021.

    Lithium is one of the most important commodities for the mobility transition. Yorkton Ventures is well on its way to building a world-class lithium portfolio. Standard Lithium is likely to remain troubled. If BYD is not slowed down by lithium bottlenecks, growth figures should continue to rise.

    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

    Carsten Mainitz

    The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

    About the author

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