STANDARD LITHIUM LTD
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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Commented by Stefan Feulner on March 27th, 2023 | 09:31 CEST
American Lithium, Blackrock Silver and Standard Lithium - Lithium is increasingly scarce
Lithium-ion batteries are the most common battery technology for electronic devices, electric vehicles and energy storage due to their high energy density and long life. In addition, the critical metal is used in the aerospace industry, medical technology and metal processing. Demand is rising dramatically, while supply can hardly keep up, mainly due to the mobility shift. Producers of the scarce commodity will undoubtedly emerge as the beneficiaries of this overhang in the future.
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Commented by Fabian Lorenz on January 17th, 2023 | 16:28 CET
Commodity stocks poised for a comeback? Barrick Gold, American Lithium, Globex Mining, Standard Lithium
Inflation is weakening, and the interest rate cycle is nearing its end. This argues for a comeback of gold mining stocks. In any case, the gold price is already pointing in the right direction. Now heavyweights like Barrick Gold must follow. Explorer shares offer disproportionate opportunities. However, Globex Mining is an interesting alternative for those who shy away from individual risks. With more than 200 investments in the commodity sector, the Canadians are positioned similarly to a fund. Currently, the cash balance alone corresponds to half of the market capitalization. In addition, there is positive news from the projects. The lithium sector is also starting to recover. Companies like Standard Lithium and American Lithium are recovering from the sell-off at the end of the year. In addition, takeover fantasy attracts.
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Commented by Fabian Lorenz on January 4th, 2023 | 07:17 CET
Takeover fever 2023? BioNTech, Barrick Gold, Standard Lithium, Manuka Resources
The pharmaceutical sector was already in takeover fever last year. BioNTech partner Pfizer, among others, made several acquisitions. The hunger for acquisitions is likely to continue in the current year as major pharmaceutical and biotech companies are looking to fill up their pipelines. The current year could also be exciting for gold stocks. In 2022, companies failed to keep pace with the positive gold price. Producers of raw materials for the energy transition could also get into takeover fever. Manuka Resources could benefit from the latest two trends. The Canadians have just carried out a capital measure to advance their projects. Corporations could also target specialists like Standard Lithium. Rumours that Tesla is looking at lithium projects have been doing the rounds for a long time. And what about Barrick Gold and BioNTech?
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Commented by Nico Popp on September 6th, 2022 | 12:54 CEST
Electricity price brake and "Lehman Moment" - Barrick Gold, MAS Gold, Standard Lithium
The German government plans to spend around EUR 65 billion on the third energy aid package. But how big the total package will end up being is unclear. Above all, the intervention in the electricity market is "incalculable," according to economist Michael Hüther. Will this result in a new "Lehman moment"? We focus on the risks of the aid package and shed light on how investors can respond.
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Commented by André Will-Laudien on August 2nd, 2022 | 12:43 CEST
How much lithium do BYD, VW, Tesla and Co. need? Standard Lithium, Edison Lithium - Who can deliver quickly?
Parallel to the electric car boom, many raw material prices have also exploded. Lithium has risen 1200% in price in Chinese yuan since the beginning of 2021, and nickel has risen by 40%. Against the backdrop of continued high global demand for e-vehicles, many high-performance batteries will be needed. As a result, just about every automaker is planning with its own specifications on how to handle battery procurement. BYD, VW, Daimler and Tesla already have their gigafactories or are currently planning them. Lithium is one of a battery's most important raw material components, along with nickel, cobalt, graphite and copper. However, the quantities available on the markets are limited, as producers are also still thin on the ground. We shed light on a market that is determined by shortages.
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Commented by André Will-Laudien on July 29th, 2022 | 09:57 CEST
Inflation, gold and silver - The pot is bubbling: Barrick Gold, Manuka Resources, First Majestic, Standard Lithium
The set-up for rising precious metals could not be better at the moment. Due to the enormous price surges for energy and technical equipment, the operating costs of mines are increasing, and exploration is also becoming more expensive. In the medium term, this should lead to declining production in the precious metals sector, especially since prices have been falling significantly for some time. However, physical availability is not given at the low spot prices, as an ounce of silver is currently still traded between EUR 23 and EUR 28. The converted spot price would be around EUR 19. We have interesting commodity stocks in focus.
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