MERCEDES-BENZ GROUP AG
Commented by André Will-Laudien on May 18th, 2023 | 09:55 CEST
Attention in the battery sector: Varta in sellout, Mercedes, Power Nickel and IBU-tec with good prospects!
What a debacle for Varta! While many manufacturers worldwide are looking for clean battery solutions, things continue to go downhill for the company in Ellwangen. The linchpin of mobile electrification is the development of a super battery. The conventional battery market is dominated by the Chinese group CATL with a 38% share, followed by BYD. But there are also many smaller technology companies in Germany, such as Altech Advanced Materials and IBU-Tec, that are getting involved in the battery market. We go in search of sector highlights.
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Commented by André Will-Laudien on May 11th, 2023 | 12:30 CEST
Financial crisis - which financial crisis? Spring bull market ahead: Mercedes-Benz, Blackrock Silver, Nel ASA, Plug Power - Still getting in now?
The stock markets are jumping from one high to the next. If it even comes, the long-anticipated recession has already been mentally filed away. That is because the GFK consumer climate index has been rising for 8 months, and the ifo index is once again close to the 100 mark at 96.5, which is considered an expansion signal among economists. Uncertainty in the financial sector could not be greater due to overnight takeovers. But after 8 consecutive US interest rate hikes, some market participants now believe the hawkish period is over. Since the ECB has been reluctant to get into the inflation fight, only 5 rate hikes have been registered here. Gold, silver, and even lithium are sensing the arrival of spring once again. We will now focus on three interesting stocks.
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Commented by Nico Popp on May 8th, 2023 | 07:10 CEST
This battery technology is conquering the West: Mercedes-Benz, BYD, First Phosphate
The days when Chinese companies imitated German products and even copied them brazenly are long gone. At best, Chinese companies are still borrowing from German products in terms of design. When it comes to the technology itself, the Chinese have long been leaders - especially when it comes to batteries for electric cars. BYD, for example, has been producing lithium iron phosphate (LFP) batteries for a long time and uses them in its cars. Now the technology is spilling over into the West. We show what opportunities could arise from this.
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Commented by Armin Schulz on May 5th, 2023 | 08:30 CEST
Mercedes-Benz, Canadian North Resources, Varta - Shortage of battery resources
Electromobility and the energy transition are essential to creating a more sustainable future. However, we need raw materials such as copper, nickel, cobalt and lithium to achieve these goals. These resources are an obstacle for many companies. Therefore, car companies are trying to secure access to these scarce resources to secure supplies for their production. In some cases, they are even developing their own batteries. The best example is Volkswagen, which wants to build 6 battery factories in Europe. So today, we look at Mercedes-Benz, analyze a possible supplier with Canadian North Resources and conclude with Varta, Germany's largest battery manufacturer.
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Commented by Nico Popp on April 26th, 2023 | 08:40 CEST
Copper is becoming more and more interesting: Mercedes-Benz, Orestone Mining, Plug Power
The price of copper is also known among investors as "Dr Copper". The reason: the price of copper predicts economic crises more reliably than an economist and can be considered an indicator of economic activity. Currently, the demand for copper is exceptionally high because of its role as a jack-of-all-trades among metals. We explain which companies are dependent on copper and who can provide supplies.
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Commented by Nico Popp on April 17th, 2023 | 09:30 CEST
E-car surprise in China: Mercedes-Benz, BYD, Grid Metals
E-cars? Yes, please! At least, that is the case for Mercedes CEO Ola Källenius. He sees his company clearly focused on the electric drive - regardless of technology openness. This seems to be paying off at Mercedes: In the first quarter, the Swabians sold almost twice as many e-cars as in the previous year. But how far can this growth go? What do the absolute figures say? We make the comparison and outline investment opportunities.
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Commented by Juliane Zielonka on April 13th, 2023 | 10:57 CEST
Almonty Industries, Rheinmetall, Mercedes-Benz Group - Why the metal tungsten is pushing the energy transition
South Korea is supporting its economy by building new nuclear power plants. In this context, the country has entered into a cooperation with Great Britain to jointly use and further develop renewable energies and their technologies. For Almonty Industries, this means two more potential customers for its mineral, tungsten. Due to its extreme resistance, tungsten is also used in the construction of nuclear reactors. Meanwhile, Rheinmetall has won a new major order from China. And the Mercedes-Benz Group share also bodes well for global sales thanks to Q1/23 results.
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Commented by Juliane Zielonka on April 5th, 2023 | 12:31 CEST
Mercedes-Benz, Canadian North Resources, Rheinmetall: Canada leads the way in raw material supply for electromobility
The energy turnaround is prompting German carmakers such as Mercedes-Benz and defence companies such as Rheinmetall to further expand their search for precious metals. In particular, the Stuttgart-based DAX-listed company has chosen the treasure-rich country of Canada as a cooperation partner for the guaranteed supply of nickel, lithium and cobalt. For explorer Canadian North Resources, such agreements are ideal as the Company pushes ahead with its 100% owned Ferguson Lake nickel, copper, cobalt, palladium and platinum project: further drilling is promising.
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Commented by Juliane Zielonka on March 31st, 2023 | 18:08 CEST
Altech Advanced Materials, Mercedes Benz, FREYR Battery - Stocks with longevity
The battery industry is currently experiencing a significant upswing, driven by the EU's plan to phase out combustion engines in twelve years. Companies like Altech Advanced Materials are working hard to improve conventional batteries' charging capacity. Mercedes-Benz is feeling the impact of losing its third-largest shareholder, demonstrating that German thoroughness is at odds with innovation. The Kuwaiti sovereign wealth fund has turned its back on the Stuttgart-based automaker, while Scandinavian battery producer FREYR Battery is currently doing much better. They have teamed up with four global players to explore strategic partnerships.
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Commented by André Will-Laudien on March 21st, 2023 | 08:39 CET
Goodbye banks - the Greentech rally is on: Shares of BYD, Canadian North, Mercedes Group and BMW are in focus!
Blunt, clear text - that is what the Intergovernmental Panel on Climate Change had promised, in case governments still did not get it. The latest "State of the World Report" is clear. Hesitation is a thing of the past. The message: action is needed now and must be taken worldwide. This is the conclusion of the so-called synthesis report of the Intergovernmental Panel on Climate Change (IPCC), which was presented yesterday in Interlaken, Switzerland. Leading scientists have spent the past week wrestling with more than 650 government representatives to lay things out as transparently as possible. The conclusion is quickly formulated: Full throttle for the Greentech industry!
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