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Commented by André Will-Laudien on September 6th, 2022 | 11:50 CEST

The Tesla hunters: BYD, VW, Altech Advanced Materials, Varta - Which share is ahead?

  • Electromobility
  • Batteries
  • Technology

Alongside autonomous driving and new car-sharing concepts, electromobility represents the mobility of the future. With the electrification of the drive and the storage of the energy required for this in powerful batteries, combustion engines are now to disappear from our roads by 2035 - this is the almost unanimous political view. The aim is to reduce hazardous emissions to health and, simultaneously, to cut emissions of climate-damaging carbon dioxide. This is accompanied by a fundamental change in the automotive and supplier industry: In terms of value, the battery will be by far the largest cost factor in the automobile in the future. What is the current status?

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Commented by Nico Popp on August 16th, 2022 | 12:18 CEST

Gamechanger for chip manufacturers: Infineon, BYD, BrainChip, Volkswagen

  • Electromobility
  • chips
  • Technology

Computer chips remain in demand. German manufacturer Infineon recently told Handelsblatt that the Company is planning deliveries with a lead time of around two years or more together with customers. As the newspaper estimates, this market situation is favorable for investors and ensures robust margins. We get to the bottom of the chip boom and explain where investors can find opportunities and where risks lie.

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Commented by Armin Schulz on August 3rd, 2022 | 14:15 CEST

Alpha Copper, Nordex, Volkswagen - Has the copper price found its bottom?

  • Mining
  • Copper
  • Electromobility

On July 15, the copper price briefly traded below USD 7,000 per ton. Since then, the price has risen strongly again to over USD 7,800 per ton. Copper has the reputation of being a leading indicator for the economy, as the metal is used in almost all industrial sectors and electrical products. Fears of a recession have been present in the markets for some time, driven by inflation and recently rising interest rates. Added to this is the zero-Covid policy of the Chinese, which leads to falling demand from commodity-hungry China. The latest statements by FED Chairman Jerome Powell give the markets hope that the worst is over. The copper price so far confirms this view.

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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?

  • Mining
  • Lithium
  • Electromobility

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 Nico Popp on July 20th, 2022 | 13:12 CEST

Where is the next 749% lurking? Volkswagen, Edison Lithium, Rock Tech Lithium

  • Lithium

While many commodities have priced in a recession these days, "white gold" is shining brighter than ever. Lithium, an important basic material for accumulators and batteries, is referred to as "white gold". As recently as 2020, the price of a ton of lithium carbonate was quoted at just over USD 8,000. Today, the coveted substance stands at a whopping USD 71,000. Here is how investors can profit from this trend and which companies need to dress warmly.

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Commented by Nico Popp on July 6th, 2022 | 11:54 CEST

Synergy effects as a risk buffer: Amazon, wallstreet:online, Volkswagen

  • Investments
  • Online
  • Shopping
  • Broker

Experienced value investors look for an "economic moat" in attractively valued companies. These business model characteristics make it particularly immune to external influences and disruptive factors. These include, for example, low-priced items that are a hit with consumers thanks to strong brands and are therefore readily purchased even in times of crisis. Another form of "economic moat" can be different divisions and business units that complement each other. We highlight three synergy stocks and explain how they can be stable investments.

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Commented by André Will-Laudien on June 29th, 2022 | 12:10 CEST

The super battery is coming: Varta, Altech Advanced Materials, BYD, VW - Who will supply it?

  • Technology
  • Electromobility
  • Battery

In times of energy scarcity, storage is essential in addition to generation. Engineering firms worldwide are currently searching for the "super battery." It should contain fewer pollutants, be rechargeable many times, allow for a high capacity and not cause problems during later disposal. We will not be able to reconcile all of these criteria anytime soon, but in the overall process, even incremental steps are having a significant effect as the energy storage sector evolves into the next trillion-dollar market. Here is a selection of companies that are already making a major contribution.

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Commented by André Will-Laudien on May 25th, 2022 | 11:46 CEST

Infineon, BrainChip, Daimler, Volkswagen - High-tech stocks at their best!

  • Electromobility
  • AI
  • Innovations

The global automotive business is operating according to new laws. That is because e-mobility is a done deal, and if politicians' pronouncements are anything to go by, combustion engines will be history from 2030. As a result, the prerequisites for the industry are also changing because intelligent and powerful chips remain the basis for the further development of future mobility. Supply chains and Chinese reliability are still a problem, and high raw material prices will not make the new vehicles any cheaper. Innovations could be an effective means of combating the erosion of margins. Who is ahead in the market of high-tech players?

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Commented by Stefan Feulner on April 19th, 2022 | 11:43 CEST

Volkswagen, Phoenix Copper, Nordex - Act quickly

  • Copper
  • renewableenergies

The German cabinet wants to minimize dependency on Russian oil and gas and, at the beginning of April, passed the so-called Easter Package at the suggestion of Vice-Chancellor and Federal Economics and Climate Protection Minister Robert Habeck. It has been the largest amendment to energy policy legislation in decades. The Easter package comprehensively amends various energy laws in order to accelerate and consistently drive forward the expansion of renewable energies. To put this amendment into practice, the demand for raw materials, which are already in short supply, will drastically increase, positively affecting producers.

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Commented by Nico Popp on April 9th, 2022 | 07:22 CEST

The next e-car revolution: Volkswagen, Altech Advanced Materials, BYD

  • Electromobility
  • Technology

Higher, faster, further - and cheaper too? Manufacturers and suppliers of electric cars are breaking new ground these days with new battery compositions and innovative technology. At the same time, the aim is to make electromobility as sustainable as possible. That means traceable and transparent supply chains and the avoidance of metals from dubious sources. We get to the bottom of three interesting representatives from the electromobility field and tap into investors' opportunities.

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