STANDARD LITHIUM LTD
Commented by Fabian Lorenz on April 5th, 2022 | 11:58 CEST
Varta, Standard Lithium, Edison Lithium: Shares profit from e-mobility
Tesla has reported a new delivery record. This confirms the high demand for e-cars, and demand is necessary because the energy turnaround will hardly work without a consistent shift to e-mobility. In Germany, this development is compounded by the reduction in oil supplies from Russia. The demand for batteries and their components - above all lithium - is correspondingly high. The price per ton of lithium carbonate knows only one way: up. Today, more than EUR 70,000 per ton is being paid for the "white gold". Investors can profit from this: One of the favorites in this area is Standard Lithium. After a breather, the share is stepping on the gas again. The still largely undiscovered Edison Lithium share also has potential. Battery specialist Varta is having a more challenging time. The figures were okay. The outlook did not convince analysts, but there is hope.
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Commented by André Will-Laudien on March 8th, 2022 | 11:03 CET
Rheinmetall, Altech Advanced Materials, Varta, Standard Lithium - Who can deliver?
Oil, gas, steel, and wheat - these are the goods that are becoming extremely scarce due to the Ukraine crisis. Scarce in the sense of expensive. Because, in the case of oil, OPEC does not yet want to adjust its production quotas. After all, they are currently earning splendidly with prices of up to USD 135 for Brent. Russia and Ukraine are important producers of steel and wheat, in addition to their 11% market share in oil and gas production. Steel is likely to be real short supply, as the start-up of several idle blast furnaces will take the West some time. And as for wheat, the futures market tells us it is up 46% this year. So it is clear the commodity rally and supply chain theme continues. Which companies should we be paying attention to?
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Commented by André Will-Laudien on February 21st, 2022 | 12:46 CET
Varta, Standard Lithium, Edison Lithium - The demand for lithium is going through the roof!
E-mobility is permanently changing today's automotive industry. More and more electrified passenger cars are finding their way onto our roads, and the growth prospects for this booming industry are expected to improve even further in the coming years in light of increasing climate concerns. The Boston Consulting Group estimates that electric cars will account for 47% of global markets by 2025, up from 12% in 2020 - that is a very bold forecast! But it does show a way forward. Thanks to the accelerated acceptance of environmentally friendly vehicles among consumers, one metal, in particular, is moving into the spotlight: lithium. And it is here that investors should pay attention.
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Commented by Carsten Mainitz on February 15th, 2022 | 11:28 CET
BYD, Yorkton Ventures, Standard Lithium - Winners of the mobility revolution!
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.
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Commented by André Will-Laudien on February 11th, 2022 | 13:46 CET
1000% possible: Varta, Standard Lithium, Power Nickel: The super battery is coming!
In view of advanced stock market valuations, rising inflation and disrupted supply chains, many market participants wonder whether the 1000% is possible in 2022. It is! Because right now, there are many young companies with revolutionary approaches to solving the climate crisis. Innovation and fortune are needed here to launch the ultimate solution to our future problems at the right time. Battery technology remains a good starting point because the issues of range, service life, and recycling have not yet been satisfactorily resolved. Maybe the tenbagger is among the following 3 companies?
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Commented by Stefan Feulner on February 10th, 2022 | 12:34 CET
Standard Lithium, Yorkton Ventures, Deutsche Bank - The new favorites
For many years, shares of banks and financial service providers underperformed the overall market. With the end of the ultra-loose monetary policy of the central banks and several possible interest rate hikes due to continued high inflation, stocks are benefiting disproportionately and sometimes break through their downward trends that have prevailed for years. In addition to high energy costs, the blame for the enormous price increases lies with the further rise in raw material prices. Because of the demand side due to the energy transition, lithium, in particular, is rushing from high to high.
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Commented by Stefan Feulner on February 8th, 2022 | 10:48 CET
BYD, Altech Advanced Materials, Standard Lithium - Battle for pole position
Germany is not the only country where the energy turnaround is at the top of the political agenda. Achieving climate neutrality in the transport sector by 2045 is a particular challenge. After all, according to the Federal Environment Agency, the sector is responsible for around 20% of total greenhouse gas emissions. In the passenger car sector, both the automotive industry and politicians are focusing on battery technology. As a result, a battle has broken out between electric car manufacturers for the longest ranges and shortest charging times. Young companies with innovative technologies are flocking to the market and could become the new stock market stars soon.
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Commented by Carsten Mainitz on February 7th, 2022 | 13:56 CET
Edison Lithium, Standard Lithium, Varta - Winners of the lithium shortage!
Electromobility is only at the beginning of enormous growth. The primary beneficiaries are companies that produce or are on the way to producing the imperative raw materials such as lithium, cobalt, copper and nickel. Demand is significantly outstripping supply, with an increasing tightening. As a result, commodity prices are rising, and so are producers' profits.
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Commented by Fabian Lorenz on February 3rd, 2022 | 10:56 CET
Barrick Gold, Standard Lithium, Alerio Gold: Commodity stocks after the crash
Lithium and gold stocks have little in common at first glance. The lithium sector has undergone a severe correction in recent weeks. Albemarle, for example, has lost around 30% in value. In the case of the 2021 investor darling, Standard Lithium, it was almost 50%. What lasted only a few weeks in the case of lithium has dragged on for months in the case of gold shares. Again, industry heavyweights like Barrick Gold and young producers like Alerio Gold are trading well below their highs. And this brings us to the common thread. Both lithium and gold stocks appear ripe for a rebound. The lithium price is trading near all-time highs, and gold is trading back above USD 1,800. In addition, Barrick has released top numbers. Alerio Gold and Standard Lithium are also worth a closer look.
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Commented by André Will-Laudien on January 26th, 2022 | 10:07 CET
Siemens Energy, Nordex, Noram Lithium, Standard Lithium - After the crash, new hype ahead?
Climate change is one of the greatest challenges of our time. In order to jointly achieve the goals of the Paris Climate Agreement, a reduction of CO2 emissions in the transport sector is necessary. A significant contribution is being generated in the shift to e-mobility. Manufacturers in Europe and Asia are countering the industry leader Tesla with high double-digit billion sums for research and development. With 350,000 electric vehicles sold in Germany, 2021 will be a new record year for the industry. In 2022, experts estimate that there will be 450,000 plus hybrids. However, the green plans of the traffic light government require 1.6 million electric vehicles per year. Where are the opportunities lurking for climate-oriented investors?
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