STANDARD LITHIUM LTD
Commented by Fabian Lorenz on April 23rd, 2025 | 07:20 CEST
40% SHARE PRICE EXPLOSION! Commodity war drives Standard Lithium and BMW partner European Lithium! News from Evotec!
Price explosion at Standard Lithium! The share price rose by more than 40% yesterday. The joint venture with Norwegian energy company Equinor has been classified as a "critical mineral project" by the US government. This indicates that the raw materials war with China goes far beyond rare earths. European Lithium has lithium and rare earths to offer. The stock is a real bargain, as illustrated by the new details on the rare earth project in Greenland. Talks are already underway with defense companies from the US and Europe, and analysts see multiplication potential. Evotec shareholders had likely hoped for a somewhat bigger price explosion following the presentation of the new corporate strategy. However, the biotech company is bidding farewell to its strong growth trajectory.
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Commented by Fabian Lorenz on March 20th, 2025 | 07:00 CET
TAKEOVER WAVE in ARMAMENTS and LITHIUM? Hensoldt, Standard Lithium, and BMW partner European Lithium
Is a takeover wave coming after the stock surge in the defense sector? Hensoldt's CEO has spoken out in favor of a consolidation of the industry in Europe. He plans to actively shape this process while also hiring thousands of new employees. At the same time, analysts advise selling Hensoldt shares. The share of European Lithium, on the other hand, is recommended for purchase. The Company is supporting BMW in its "Neue Klasse" and thus in the fight against competitors such as BYD. Trading has been suspended for days due to pending drilling results. There is also something going on at Standard Lithium in the US. Is the white gold on the verge of a comeback?
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Commented by Fabian Lorenz on March 14th, 2024 | 06:30 CET
Aixtron, Standard Lithium, Edison Lithium: Up to 200% upside potential!
The Aixtron share is working on a comeback. The last few trading days have been positive, and an analyst commentary also gives hope that the crash is over. After all, the medium-term prospects of the plant engineering company are considered promising. Lithium also appears to be recovering. The long-term prospects for the sector are promising. In the case of Standard Lithium, support at USD 1 has held, and analysts see a price potential of more than 200%. At Edison Lithium, a spin-off is creating price fantasy. Will the IPO of the cobalt business bring about a turnaround? In its core business, the Company is focusing on the raw material for the next generation of batteries.
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Commented by Fabian Lorenz on November 2nd, 2023 | 08:10 CET
14 million e-cars in 2023 alone: BYD, Standard Lithium and Defense Metals profit
In the current year, one in every five vehicles sold is expected to have an electric drive, according to the International Energy Agency (IEA). This would amount to 14 million vehicles and correspond to a growth of around 35% compared to the more than 10 million sold in 2022. Opportunities for investors lie dormant along the entire value chain of electromobility. BYD aims to capture a significant portion of these sales figures and replace Tesla as the number one player in the electric vehicle sector. While Warren Buffett is selling again, analysts are advising to buy. Standard Lithium and Defense Metals are benefiting from the rising demand for batteries. Both companies have exciting projects with compelling economic calculations and alleviate concerns about China potentially using lithium and other resources as a "weapon." So, is it time to buy?
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Commented by André Will-Laudien on October 26th, 2023 | 14:25 CEST
Lithium: The million-ton question! BASF, Standard Lithium, Edison Lithium, Varta - The Top List for 2024
Lithium-ion batteries are the most widely used battery type for electric vehicles and stationary energy storage. Estimates vary widely, but by 2025, we will need between 500,000 and 850,000 thousand tons of lithium, but in 2022 only 130,000 tons were produced. Against the backdrop of continued high global demand for e-vehicles, many high-performance batteries will be needed. Four gigafactories are currently being built in Europe, and the demand seems enormous. Each auto manufacturer has its own sourcing strategy, but there is currently a problem on the supply side because not every raw material is easy to obtain. Lithium is one of the most essential raw material components of a battery, along with nickel, cobalt, graphite and copper. Prices across the battery segment are under pressure due to the approaching economic downturn. What should investors look out for now?
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Commented by Fabian Lorenz on August 3rd, 2023 | 08:30 CEST
CleanTech stocks about to rally? Standard Lithium, FREYR Battery, RegenX Tech Corp.
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?
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Commented by Fabian Lorenz on July 27th, 2023 | 08:05 CEST
Plenty of upside potential: Plug Power, Standard Lithium, Defense Metals
After Nel ASA exceeded sales expectations in the second quarter, Goldman Sachs recommended the stock as a buy. The price target is NOK 20, offering almost 50% upside potential. Now Plug Power is also recommended as a buy, and analysts see a significantly higher price potential. Experts see nearly 200% price potential for Standard Lithium after the Company published convincing drilling results. Not yet on the screen of analysts is Defense Metals. But this could change soon. The Company is developing an exciting rare earths project in North America, and the preliminary economic valuation of over CAD 500 million gives the stock plenty of upside.
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Commented by Fabian Lorenz on June 28th, 2023 | 08:05 CEST
Hydrogen vs battery shares: From Plug Power to Standard Lithium and Power Nickel?
Who does the future belong to? Hydrogen or battery technology? The truth likely lies somewhere in the middle, and both technologies will find their place. However, it is clear that batteries currently have the upper hand in the context of electromobility. This can also be seen in the stock market. While companies like Nel ASA and Plug Power are struggling, Tesla, BYD & Co. are celebrating record sales. But success is heavily dependent on the supply of raw materials. Lithium and nickel are scarce and in high demand. Standard Lithium and Power Nickel are among the profiteers. Standard Lithium is recommended as a buy by analysts with around 100% price potential. Power Nickel has again published promising drill results, which could multiply the upcoming resource estimate. Plug Power is currently overshadowed by the Nucera IPO, but there is some interesting news.
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Commented by Armin Schulz on June 13th, 2023 | 07:50 CEST
Standard Lithium, Grid Metals, Volkswagen - Lithium is essential for electromobility
Electric vehicle sales continue to outpace sales expectations, driving demand for lithium, nickel and other battery raw materials. At the same time, the supply of these raw materials faces challenges, including technical problems with new types of lithium deposits, permitting procedures and social issues. This situation could lead to a 5-6 year opportunity for sustained higher lithium prices. First-to-market projects can achieve significant market valuation, so companies are focused on rapid implementation and revenue generation. We, therefore, look at two lithium companies and examine how Volkswagen plans to address the challenges in procurement.
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Commented by Fabian Lorenz on May 11th, 2023 | 12:40 CEST
Drumbeat in the lithium sector! BYD, Standard Lithium and Grid Metals
A major merger is brewing in the lithium sector: Australia's Alkem has announced its intention to take over its US competitor Livent. This is further impetus for lithium shares to complete their sharp correction. The Bank of America, among others, sees light at the end of the tunnel. The price of lithium has stabilized, battery manufacturers have reduced their inventories, and the reopening of China is causing demand to rise. Against the background of the threatened nationalization - or at least partial nationalization - of lithium projects in Chile, investors should closely examine where the mining areas are located. This is where Standard Lithium, active in the US, and Grid Metals, active in Canada, come into play. Are carmakers like BYD, Volkswagen or Tesla grabbing hold of exciting projects in North America?
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