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Commented by André Will-Laudien on December 14th, 2022 | 12:00 CET
Climate protection & energy crisis: BYD, Mercedes, Globex Mining, Volkswagen - Invest in metals!
Those who want to switch from fossil energy to electrical forms of use forget the sometimes poor efficiency in converting fossil primary energy forms to electricity from the socket. Truly green solutions are defined per se by "GreenTech" applications that improve the overall energy balance or even reduce it to zero. A prerequisite for all efforts is access to inexpensive raw materials, especially high-tech metals. These are copper, iron, nickel, silver, and, as the scope of applications expands, silver, platinum and gold. By the fall of 2022, green power yields were between 43 and 66% of the grid capacity. Fossil fuels had a share of only 15 to 20%. Winter has now set in, and trouble looms as the fossil component is more than uncertain for Europe, and solar power yields are falling. Where is the solution?
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Commented by André Will-Laudien on December 12th, 2022 | 10:45 CET
100% is possible: BYD, Varta, Power Nickel, BASF: E-mobility stocks for 2023!
With advanced stock market corrections, rising inflation and disrupted supply chains, many market participants wonder if 100% is possible in 2023. It is! Because there are currently many challenges to solving the climate and energy crisis. More than ever, revolutionary ideas with vision are in demand. The pressure to innovate could not be higher in the area of batteries for e-mobility because the issues of range, service life and recycling have not yet been satisfactorily resolved for consumers. Some representatives of the industry have already recognized the signs of the times.
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Commented by André Will-Laudien on December 8th, 2022 | 09:22 CET
Gas is becoming scarce and raw materials increasingly expensive: Uniper, BYD, Defense Metals, and Nordex in focus
Five years ago, Tesla CEO Elon Musk announced the transportation revolution. Last week, it finally happened: Pepsi was the first company to receive the keys to the new Tesla e-truck called the "Tesla Semi." It is said to have a full 500 miles, or 800 km, range and can be charged in less than an hour with the appropriate high-voltage current. Because fossil fuel energy supplies are becoming more and more expensive, electric innovations are now entering all areas of business. But electricity from the socket also needs its sources. For this, in turn, all countries worldwide are making efforts to get GreenTech off the ground, i.e. the climate-neutral generation of electricity. Only then can e-mobility be said to benefit the environment. What is urgently needed for this are inexpensive energy and metal raw materials.
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Commented by Fabian Lorenz on December 7th, 2022 | 10:46 CET
Bayer, BYD, TubeSolar: Stocks for the year-end rally and beyond?
Investors are currently positioning themselves for the year-end rally. To that end, today, we look at three exciting and very different stocks. BYD has become Tesla's biggest competitor. But the "honeymoon" for electric vehicles in China is coming to an end, analysts say. What is the story? Bayer has increasingly emerged from the shadow of the glyphosate issue this year. Analysts continue to see upside potential for the DAX company. Just like the new German solar hopeful TubeSolar. If the energy turnaround is to succeed, companies like this are needed. After all, the Augsburg-based company is convincing with its innovative technology and could achieve rapid sales growth in the coming years - does this also apply to the share price?
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Commented by Armin Schulz on December 5th, 2022 | 11:18 CET
BYD, First Hydrogen, Daimler Truck - Green solutions as a booster for the portfolio
With the climate crisis worsening, the need for viable solutions and systems to reduce emissions is greater than ever. One area that has a major impact on emissions is freight transport. As the demand for freight transportation increases, so does the emissions released into the atmosphere. This not only has a serious impact on the environment but also affects the sustainability of the freight transport industry. So the question is, what kind of drive system will prevail in freight transport? Will it be electric propulsion or hydrogen propulsion with its fuel cells? We take a look at three companies that are focusing on different drive systems.
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Commented by André Will-Laudien on December 5th, 2022 | 11:03 CET
Debacle for e-mobility? BYD, Varta, Almonty Industries, Nordex - Farewell from the Qatar desert!
The German national soccer team has experienced its next World Cup debacle and attracted even fewer interested people to their TV sets than during the first World Cup elimination 4 years ago. Even during the third-round preliminary match, TV figures remained comparatively low. The DFB women thus retain the viewer record in 2023, which is nice. E-mobility could also suffer a significant setback in 2023 because if electricity prices continue to rise and availability falls, charging stations could have to be taken off the grid. According to the ADAC, Switzerland is planning a speed limit of 100 and driving bans on non-essential private trips with e-mobiles to prevent the risk of blackouts. The decision will be made in the National Council on December 12. But the stock market is still betting on Tesla & Co - who are the profiteers?
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Commented by Stefan Feulner on December 1st, 2022 | 09:46 CET
BYD, Auxico Resources, Hensoldt, Rheinmetall - Prepared for the future
Russia's invasion of Ukraine at the end of February this year changed everything. While global stock markets fell into a state of shock, shares in defense companies boomed. With the arms buildup in the Western world, the future looks bright for companies that were still viewed critically before the war of aggression. However, in order to produce enough tanks, aircraft and other war equipment, the industry needs a variety of critical metals for which demand already exceeds supply.
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Commented by André Will-Laudien on November 30th, 2022 | 11:58 CET
What to buy cheap? BYD and Uniper, BASF and Manuka Resources are on the rise
Even if BYD delivers close to 100,000 vehicles to Sixt in the next few years, this is not a guarantee for rising share prices. After all, major shareholder Warren Buffet is divesting his Chinese hobby horse. Does he know more? Is it a portfolio decision, or does he want to preemptively counter possible geopolitical surprises related to Taiwan? We do not know. The fact remains: Buffet has a lot of followers, and that is forcing the BYD price further and further down. Meanwhile, BASF reports good numbers and pushes further north with a seasonally firm DAX - who would have thought? We dive a little deeper.
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Commented by Nico Popp on November 28th, 2022 | 12:25 CET
Is this patent causing a rare earths quake? Nordex, Defense Metals, BYD
Wind power is a crucial component of the energy transition. Rare earths are used to increase the efficiency of wind turbines and electric motors. Dysprosium and terbium, in particular, are in demand. But although rare earths are anything but rare, they are only found in a few regions worldwide. Scientists at Darmstadt Technical University have now developed processes to use rare earths more efficiently. We explain the technology and shed light on three stocks related to rare earths.
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Commented by Stefan Feulner on November 24th, 2022 | 14:01 CET
BYD, Globex Mining, Nordex - When does it really start?
Climate change is one of the greatest challenges of our time. With tighter targets for climate neutrality and billions in subsidies, politicians are stepping on the gas. Renewable energies are the only way to achieve a CO2-neutral world. Despite the long-term rosy prospects, companies in the peace energy sector have corrected sharply in recent months, with even market leaders posting losses of over 50% on the stock market. This represents a new opportunity to participate in the energy transition over the long term.
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