Close menu




August 3rd, 2023 | 08:30 CEST

CleanTech stocks about to rally? Standard Lithium, FREYR Battery, RegenX Tech Corp.

  • Mining
  • Lithium
  • Batteries
  • BatteryMetals
  • recycling
Photo credits: pixabay.com

FREYR Battery could break out of its sideways trend next week. On August 10, the Company will report on its performance in the second quarter. Analysts see significant upside potential. At Regenx, too, there are many indications of an exciting second half. The first recycling plant for the extraction of platinum and palladium is currently being ramped up. In addition, the Company intends to earn money from emission certificates in the future. Tension is also rising at Standard Lithium. When will the feasibility study for the Arkansas project be completed, and will Germany's Lanxess then move to strike?

time to read: 3 minutes | Author: Fabian Lorenz
ISIN: STANDARD LITHIUM LTD | CA8536061010 , Freyr Battery | LU2360697374 , REGENX TECH CORP | CA75903N1096

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

     

    RegenX: Environmentally friendly platinum and palladium extraction

    Recycling instead of extracting new resources from the Earth is undoubtedly the best source of raw materials. In the field of platinum and palladium, RegenX Tech is working on an environmentally friendly method. Currently, only 30% of the material is recovered from car catalytic converters, but the smelting furnaces used for this are anything but clean. And diesel catalytic converters are often not accepted at all. RegenX, listed in Canada and Germany, wants to change this. They have developed a chemical and process engineering CleanTech solution to recycle 90% of the platinum and palladium found in catalytic converters. In the process, RegenX has now moved well beyond research work.

    In April, the first module of the first industrial-scale plant was commissioned. The recycling plant in the US state of Tennessee is currently being ramped up and should reach full capacity utilization of 2.5 t per day as early as the current third quarter. The initial focus will be on diesel catalysts. RegenX CEO Greg Pendura: "We have developed technology that incorporates modern urban mining while promoting sustainability in a circular economy. We are excited to complete our commissioning phase and expand to a four-module facility".

    The potential is huge. Some USD 21.2 billion worth of metals are lost annually from scrapping diesel catalysts. And the market is growing despite the energy transition and electromobility: the total catalyst market is expected to reach a volume of around USD 73 billion in 2025. At USD 39.8 billion, diesel catalysts are expected to account for more than half. In addition to selling the recycled raw materials, RegenX also wants to earn money from trading emission certificates - this has already worked extremely well for Tesla.

    While the Company has yet to achieve significant revenues, the ramping up of the industrial recycling plant should change this in the coming months. If successful, the market potential makes the market capitalization of approximately EUR 22.5 million appear anything but high.

    Standard Lithium: Strong drilling results, strong price target

    Lithium companies show that the mining of raw materials can be lucrative. After the merger of Alkem and Livent, the takeover fantasy is awakening in the industry. One candidate is Standard Lithium. Currently, the stock is trading sideways at around USD 4.50. This could be the calm before the storm when the feasibility study of the Arkansas project is published.

    The Canadian company has two exciting projects in the US states of Texas and Arkansas. The feasibility study for the latter is currently underway. Recent drill results have been promising. For example, the Company reported a sample containing 581 mg/L of lithium. To the Company's knowledge, this is the "highest confirmed grade" ever found in Arkansas. The preliminary economic assessment (PEA) for the Arkansas project resulted in an after-tax net present value of USD 1.97 billion (using an 8% discount rate). The partner in the project is Lanxess. When the final feasibility study is available, the German chemical group may acquire a 49% stake in the project company. The last resource estimate from 2021 was around 1.2 million t of lithium carbonate equivalent. Mining an average of 30,000 tons of battery-grade lithium hydroxide monohydrate per year would give a mine life of 20 years.

    FREYR Battery: Will the breakthrough happen on August 10?

    FREYR Battery has also been moving sideways this year with significant fluctuations. Next week at the latest, things will get exciting again for the battery specialist from Norway. On August 10, the Company will report on its developments in the second quarter. Investors can expect news on the two planned battery factories "Giga Arctic" and "Giga America". Interested parties from Germany can join the conference call at 12:00 PM CET by dialing +49 32 221098334 (login 424929).

    Most recently, Battery had reported receiving EUR 100 million from the EU Commission. The sum comes from the EU's EUR 3.6 billion CleanTech pot for funding e-mobility related projects. In the case of FREYR, the construction of a battery cell factory in Norway will be subsidized.

    The analysts at Morgan Stanley recommend the stock of FREYR Battery with an "Overweight" rating and a price target of USD 13. Currently, the stock is trading at just over USD 8.


    All three stocks discussed are facing important weeks. Already next week, it becomes exciting with FREYR Battery. However, the Company is already valued at USD 1.1 billion. Delays in the construction of the planned factories should therefore be avoided. RegenX is already further ahead - albeit on a smaller scale. The first plant is ramping up, and the market capitalization is a manageable USD 22.5 million. Standard Lithium has two very exciting lithium projects. If these are successfully developed, the first companies should come knocking soon.


    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.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and the like on news.financial. These contents are exclusively for the information of the readers and do not represent any call to action or recommendations, neither explicitly nor implicitly they are to be understood as an assurance of possible price developments. The contents do not replace individual expert investment advice and do not constitute an offer to sell the discussed share(s) or other financial instruments, nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but a journalistic or advertising text. Readers or users who make investment decisions or carry out transactions on the basis of the information provided here do so entirely at their own risk. No contractual relationship is established between Apaton Finance GmbH and its readers or the users of its offers, as our information only refers to the company and not to the investment decision of the reader or user.

    The acquisition of financial instruments involves high risks, which can lead to the total loss of the invested capital. The information published by Apaton Finance GmbH and its authors is based on careful research. Nevertheless, no liability is assumed for financial losses or a content-related guarantee for the topicality, correctness, appropriateness and completeness of the content provided 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 October 2nd, 2025 | 07:15 CEST

    Graphite problem solvers with small valuation: SGL Carbon, Mercedes-Benz, Graphano Energy

    • Mining
    • graphite
    • Electromobility
    • Batteries

    Battery-grade graphite is classified as a critical element in both the US and the EU. The reason: supply chains have been too dependent on China. Recent geopolitical shifts have caused decision-makers on both sides of the Atlantic to rethink their approach to graphite and other critical raw materials. Secure sources are now in high demand. At the same time, sustainability and environmental protection remain key requirements for projects. In this article, we explain the latest developments in the graphite market and how investors can benefit from them.

    Read

    Commented by Armin Schulz on October 2nd, 2025 | 07:00 CEST

    Buckle up for the new precious metals era: Barrick Mining, Silver North Resources, and First Majestic Silver in focus

    • Mining
    • Gold
    • Silver
    • PreciousMetals
    • Investments

    The signs are pointing to a new precious metals era. Driven by geopolitical upheaval, persistent inflation, and unprecedented demand from central banks, gold and silver are reaching new record highs. While gold shines as a safe haven, silver is also benefiting from the industrial boom, for example, in solar technology. This unique constellation opens up extraordinary opportunities for investors. Against this backdrop, it is worth taking a closer look at three companies. We analyze industry leader Barrick Mining, the exploration company Silver North, and the gold and silver producer First Majestic Silver.

    Read

    Commented by Armin Schulz on October 1st, 2025 | 07:10 CEST

    How BYD Leverages Its Lead, How Power Metallic Mines Benefits, and Why Mercedes-Benz Needs to Catch Up

    • Mining
    • Nickel
    • Copper
    • Electromobility

    The next phase of electromobility has begun. It is no longer vehicle sales that determine the winners and losers, but rather the fierce battle for the raw materials used in their construction. While demand for copper, lithium, nickel, and cobalt is exploding, supply bottlenecks and political dependencies threaten to slow down the profitable ramp-up. Those who secure the most valuable resources today will control the entire market tomorrow. Reason enough to take a closer look at the strategic moves of BYD, Power Metallic Mines, and Mercedes-Benz, which are now setting the course for the coming decade.

    Read