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Allkem Ltd.

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Commented by Carsten Mainitz on September 22nd, 2022 | 12:47 CEST

Allkem, Infinity Stone, FREYR Battery - Nobody can avoid these stocks!

  • Mining
  • Commodities
  • renewableenergies

The current energy crisis makes us painfully aware of how much we have slept through the restructuring of our energy supply in recent decades. The famous scientist Carl Sagan explained in a speech already in 1990, 32 years ago, why a restructuring of the energy supply makes sense completely apart from the effects of the greenhouse effect. Namely, reducing dependence on difficult supplier countries, increasing energy security by extension of fossil resources, and stimulating the economy by creating new industries. Now, finally, we seem to be on the right track. Shareholders can also benefit greatly - if they back the right horses.

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Commented by Stefan Feulner on September 21st, 2022 | 13:41 CEST

Rock Tech Lithium, Edison Lithium, Albemarle, Allkem - Defying the recession

  • Mining
  • Lithium
  • Commodities
  • Electromobility

Fears of a global recession continue to grow, with prices for commodities such as copper, lumber, cotton and even grains correcting sharply. In contrast, the lithium price continues to hold at a high level after the explosive rise at the beginning of the year. The reason for this is the continued strong demand from the electric car industry. In China alone, sales of electric cars amounted to 3.2 million units last year, and 5 million vehicles are expected to be delivered this year. In contrast, the existing supply of lithium resources is scarce. In addition to existing producers, the primary beneficiaries of this shortage are the exploration companies, which have already been able to secure attractive properties.

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Commented by Carsten Mainitz on September 14th, 2022 | 13:24 CEST

Aspermont, Allkem, K+S - Shares for the fast lane

  • Digitization
  • Fintech
  • Lithium

We are living in turbulent times on the stock markets. War, energy crisis and inflation are shaping the moods of market participants. Anticipatory action and understanding the "big picture" and the long-term correlations between supply and demand are part of a stock market trader's toolkit. Exaggerations and understatements are part of the package. There is no getting around shares as a long-term form of investment. Because as stock market veteran André Kostolany said, "If you want to eat well, buy stocks; if you want to sleep well, buy bonds."

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Commented by Carsten Mainitz on July 20th, 2022 | 13:24 CEST

Barrick Gold, Tocvan Ventures, Allkem - The right stocks for times of crisis?

  • Gold
  • Silver
  • Commodities

War, climate change, inflation and rising interest rates: these are challenging times on the stock markets. The gold-rush mood in FinTechs and the eMobility sector has currently come to a halt. Which sectors offer the best long-term prospects? Commodities are and will remain a promising investment category, especially in times of high inflation. Who will make the running?

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Commented by Carsten Mainitz on June 1st, 2022 | 14:57 CEST

Allkem, Almonty, BYD - Are super batteries causing share prices to explode?

  • Tungsten
  • Electromobility
  • Battery

Battery or hydrogen? Opinions are divided on the subject of e-mobility. The lengthy charging process for lithium-ion batteries, in particular, is a constant source of criticism. But now there is hope: Scientists at Cambridge University have developed batteries that can be charged to 90% in five minutes, whereas conventional batteries take hours. However, in addition to lithium, they also require tungsten and niobium, which are among the critical raw materials. Boron and sodium could also play an important role in the future.

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Commented by Carsten Mainitz on May 11th, 2022 | 11:29 CEST

Defense Metals, ThyssenKrupp, Allkem - Raw materials for armaments

  • RareEarths
  • armaments

Times of war have their own dynamics. Many sectors of the economy suffer from the uncertainties it brings. However, one sector can confidently be called a war winner because, without defense equipment, there is no war. The supplier industries are also among the profiteers, provided demand does not collapse elsewhere to a greater extent. In addition, the defense industry is increasingly being classified as sustainable, which opens up access to previously closed ESG portfolios.

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Commented by Carsten Mainitz on February 17th, 2022 | 13:22 CET

Allkem, Kodiak Copper, BHP - Profiteers of high commodity prices!

  • Copper

The growth of electromobility will cause the prices of copper, lithium and other battery metals and critical raw materials to rise in the long term. Supply and demand are the determining influencing factors. Whether interest rates rise or not, whether stock markets wobble or not, the price trend will continue. Profiteers are (prospective) commodity producers.

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Commented by Stefan Feulner on February 3rd, 2022 | 13:46 CET

Allkem, Edison Lithium, NIO - The battery of the future

  • Lithium

The transformation from diesel- or gasoline-fueled vehicles to battery-powered electric vehicles is underway, the market is growing strongly, and automakers are increasingly adopting an electric strategy. However, this requires the necessary raw materials such as cobalt, copper, lithium and nickel. Increased demand meets a more than scarce supply. The result is sharply rising prices. The primary beneficiaries are the producers, who can expect growing sales in the coming years.

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Commented by Carsten Mainitz on January 25th, 2022 | 11:14 CET

Allkem, Triumph Gold, K+S - Take advantage of price setbacks!

  • Gold

What moves prices? When reduced to the core, it is supply and demand. So simple and yet so complicated. The forecast or anticipation of the two factors and the pricing of the future is what moves the stock market. Many developments and general conditions speak for rising commodity prices. While the prices of industrial and battery metals have been rising significantly for many quarters, the increases in precious metal prices, on the other hand, have been moderate. Where are the opportunities to take advantage of price declines?

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Commented by Carsten Mainitz on January 5th, 2022 | 11:23 CET

Noram Lithium, Varta, Allkem - Profit from the growing hunger for lithium!

  • Lithium

Along with cobalt and manganese, lithium is one of the raw materials of the mobility revolution. The silvery white-grey light metal is needed to produce rechargeable batteries with a very high energy density, such as those used in electric cars. Demand is growing enormously, but there is insufficient production capacity. As a result of this constellation, the price of battery-grade lithium carbonate has risen fivefold in the last year and a half. And it does not look like the situation will ease. Mining group Rio Tinto warns that in the future, only 15% of the supply deficit of battery-grade lithium carbonate can be extracted from existing projects. Lithium producers and explorers will benefit from these conditions. Which lithium stock will make the running this year?

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