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Commented by André Will-Laudien on August 8th, 2023 | 09:50 CEST
Is Artificial Intelligence facing a crash? Facing the bear market with profit enthusiasm: BYD, VW, Nikola, and Power Nickel
The major stock markets reached new highs for the year last week. With interest rates continuing to rise, inflation still on the rise and recessionary tendencies, many market participants are wondering if the bull market will pause for a while. Because what has failed to materialize so far is a significant consolidation, which would be necessary to finally let off some steam and prevent losses of 20 to 50% within 6 weeks, as seen in 2000, 2008, 2011, 2015 and 2022. The respective starting points in those years were the volatile late summer months of August and September. Stocks such as Nividia, C3.ai and Palantir recently gained as much as 250% and have been buoyed by the AI wave. But how far can this trend go? Looking at the battery market, BYD, Nikola, and Power Nickel could be the next profit generators.
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Commented by André Will-Laudien on August 1st, 2023 | 08:20 CEST
Which now? Battery power or hydrogen? BYD, Altech Advanced Materials, BASF, Nikola Motors
The question of what future mobility will look like has yet to be entirely resolved. Currently, the governments in office are propagating the electric drive. However, after the fire on the "Fremantle Highway" in the North Sea, the question of the safety of the Li-ion batteries currently in use has arisen again. And who will pay for the EUR 500 million damage to the wrecked freighter? This does not even take into account the possible ecological inferno for the North Sea. EV batteries are expensive and require enormous resources to produce, yet there is no legal obligation to dispose of used batteries properly. Very short-term thinking, but Berlin is currently shining on issues of a curious nature. Where are the opportunities for us investors?
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Commented by Armin Schulz on July 25th, 2023 | 10:05 CEST
Manuka Resources, JinkoSolar, BYD - Vanadium, a critical raw material in the energy transition
The energy transition is a crucial step towards a sustainable energy supply. The storage of solar energy and the optimization of batteries for electric vehicles are important topics in this context. Vanadium can play a key role in these areas. The critical raw material is used in the battery industry as a cathode material in redox flow batteries, primarily for energy storage. Whether vanadium will also find its way into batteries for electric vehicles remains to be seen. Originally, the material was used as an important alloying metal in structural and tool steels to refine the steel.
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Commented by André Will-Laudien on July 24th, 2023 | 08:20 CEST
BYD, Varta and FREYR - who will build the perfect battery? First Phosphate with a big deal!
E-mobility is still in its infancy globally, with just 25.9 million pure electric vehicles on the road out of around 1.3 billion vehicles worldwide. The share is, therefore, just under 2%. Nevertheless, sales are growing strongly, especially in China, Europe and the US. China is the most important production country for electric cars. It is forecast that around 13 million e-cars will be produced in the Middle Kingdom in 2023, more than in Germany and the US combined. The production costs of e-cars are still significantly higher than those of combustion engines. The main price drivers are the batteries, which use rare metals in their production. China's dominance in the field of battery innovations is currently still very pronounced. Where are the opportunities for investors?
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Commented by Fabian Lorenz on July 19th, 2023 | 08:25 CEST
Nel share is unstoppable, but money is being made at BYD and Saturn Oil + Gas
Yesterday's quarterly figures from Nel were well received by the stock market. As a result, the share price reacted with a jump of over 8%. The hydrogen pureplay increased sales by 159% to NOK 475 million. The electrolyser business grew even more strongly. However, the net loss also rose significantly to NOK 342 million, but investors seemed to overlook this fact yesterday. The situation is different at BYD. The Company made a profit of billions in the first half of the year and continues to expand vigorously. The price war with Tesla does not seem to be leaving any impact. Oil producer Saturn Oil & Gas is also earning splendidly. In the first quarter, EBITDA increased by an impressive 332%. The Company aims to be debt-free by 2025. Will a substantial dividend come then?
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Commented by Nico Popp on July 17th, 2023 | 07:55 CEST
The hour of the problem solvers: BASF, BYD, dynaCERT
The transformation of industry is not proceeding smoothly. The best example is the recent profit warning from the chemical group BASF. Earlier, Lanxess and the Swiss company Clariant also revised their forecasts. The reason: The economic recovery in the second half of the year is likely to be slower than previously assumed. When the global economy falters, chemical companies are among the first to feel the effects - they produce many important basic materials and are linked to many other industries. Although BASF already sees demand for basic chemicals at a low level that is not expected to decline further, there are no signs of any recovery momentum either.
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Commented by Armin Schulz on July 13th, 2023 | 09:10 CEST
Altech Advanced Materials, Mercedes-Benz, BYD - Electricity storage for the future
The automotive industry is facing a revolution as it focuses more and more on electric vehicles. However, better batteries are needed to meet market demands for range and charging time. Better storage options are important not only for electric vehicles but also for renewables. When green power is abundant, it must be stored to be ready at night. The development of more powerful batteries offers potential for investments with attractive returns. With that in mind, we take a look at a company that offers such solutions and analyze two automakers in more detail.
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Commented by André Will-Laudien on July 13th, 2023 | 08:20 CEST
Batteries are the solution to the climate dispute! Varta and BASF explode, while BYD and Power Nickel step on the gas!
After months of losses, battery-related stocks are in high demand again. Varta and BASF are leading the way with up to 50% gains! Varta is delivering initial results from its restructuring efforts, reigniting investor enthusiasm. The China market leader in e-mobility, "Build Your Dreams" (BYD), has also made decent gains since its spring weakness. The Canadian company Power Nickel is preparing to supply the battery market with high-grade nickel. Which share should be preferred now?
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Commented by Fabian Lorenz on July 6th, 2023 | 07:00 CEST
Battery revolution in Germany: BYD, BASF, Altech Advanced Materials
Negative electricity prices? Last weekend, it happened again. In the meantime, 1 megawatt-hour of electricity costs minus EUR 500. It is a pity that there are no large-scale energy storage systems - YET. Altech Advanced Materials is working together with Fraunhofer IKTS on the next-generation battery, and it is "Made in Germany." The next milestone is due this year, and the FAZ sees room for improvement in the share price. Analysts see no room for improvement in BASF shares and recommend "sell". However, the DAX-listed company has just commissioned a battery factory, and demand is said to be high. BYD is also benefiting from high demand. Will the Chinese company soon be producing their e-cars in Germany?
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Commented by Stefan Feulner on July 4th, 2023 | 07:30 CEST
Records upon records at Tesla, BYD, Almonty Industries and XPeng!
Led by the innovation driver Tesla, which delivered better-than-expected quarterly delivery figures, Chinese competitors also boasted record sales. Thus, Elon Musk's plan to boost volumes through discounts worked. The increasing sales raise the demand for critical metals for the production of electric vehicles, benefiting the producers of these scarce resources in the long run.
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