Close menu




VOLKSWAGEN AG VZO O.N.

Photo credits: pixabay.com

Commented by Nico Popp on September 28th, 2023 | 09:05 CEST

Germany - Car Country? The exodus begins: Mercedes-Benz, Volkswagen, First Phosphate

  • Mining
  • phosphate
  • Electromobility
  • Energy

Cars still play a significant role in Germany. Many households have two vehicles, some even more. However, sales of new cars have weakened recently - the question of whether to buy a combustion engine or an electric vehicle, along with inflation, have deterred many buyers. German brand manufacturers are now being attracted to the US. There, they are enticed by subsidies and an intact market. Find out what the latest plans of Mercedes-Benz, Volkswagen, and others entail and which relatively unknown company could benefit.

Read

Commented by Nico Popp on September 20th, 2023 | 08:10 CEST

Investing in Value Chains - The End for an Institution: AMS Osram, Volkswagen, Almonty

  • Mining
  • Tungsten
  • Electromobility
  • renewableenergies

For years, the Transparent Factory in Dresden was a symbol of confidence at the end of the 1990s: Volkswagen wanted to catch up with the premium class in the modern car factory and had the Phaeton luxury sedan rolling off the production line there until 2016. After several years, during which the ID.3 electric car was manufactured there, the site is on the brink of closure - at least as a production facility. The property in the Elbe metropolis is too chic for VW not to find another use for it. The automotive industry is also undergoing change elsewhere. We outline three current cases and highlight possible investment opportunities.

Read

Commented by André Will-Laudien on September 19th, 2023 | 08:05 CEST

Hydrogen on sale! Here is the alternative: BYD, Altech Advanced Materials, BASF, Volkswagen

  • Innovations
  • Batteries
  • Electromobility
  • renewableenergies
  • Hydrogen

While the IAA Mobility ended with satisfied faces, it did not bring good vibes to local automotive stocks. More than 500,000 visitors attended to be convinced of innovations for a climate-friendly future. Half of the 750 exhibitors came from abroad, and 109 nations were represented. However, those who went with the expectation of finding major breakthroughs were disappointed. The familiar lithium-ion battery still dominates with over 95% usage. Industrially viable alternatives, however, are already in the development stage. Those who think ahead are opting for modern battery concepts.

Read

Commented by Stefan Feulner on September 18th, 2023 | 08:00 CEST

Automotive stocks surging - Nikola, First Hydrogen, Volkswagen AG

  • Hydrogen
  • greenhydrogen
  • Electromobility

While BMW faced a setback due to a downgrade by the British investment bank Barclays from EUR 107.50 to EUR 92.50 and the new rating "Underweight", other automotive stocks celebrated significant price gains. Especially in the field of alternative propulsion, there are companies with substantial growth potential that, despite the prevailing market correction, continue to hold promise for sustainable growth.

Read

Commented by André Will-Laudien on September 13th, 2023 | 08:45 CEST

IAA Mobility - There is more to come! Pressure on Volkswagen, BYD and Power Nickel increases

  • Mining
  • Nickel
  • Electromobility

The IAA Mobility closed its doors over the weekend. It was supposed to exude glitz and glamour, but the spark in the field of e-mobility doesn't seem to be flying, and sales figures are declining in Germany. There were only a few real innovations in Munich, but at least progress is being made with e-bikes. More than half of the 750 exhibitors came from abroad, a fact that the German automotive industry is feeling more and more. The Chinese manufacturer BYD presented five models, which will soon be launched in Germany. They are in direct competition with Volkswagen's ID range. Where do the opportunities lie for investors?

Read

Commented by Nico Popp on September 6th, 2023 | 09:00 CEST

Insider report shocks investors: Volkswagen, Mercedes-Benz, Altech Advanced Materials

  • Technology
  • Electromobility
  • Batteries

The ongoing international decline of German automakers is a recurring theme in the media. In reality, the consequences could be fatal for companies and Germany as a whole. An insider report from the German automotive industry reveals where the biggest problems lie and in which areas Chinese competitors have already outpaced Volkswagen, Mercedes-Benz and Co. Additionally, it delves into what is crucial for a comeback of the German automotive industry.

Read

Commented by Juliane Zielonka on August 31st, 2023 | 09:05 CEST

Strategic turning points in Chemicals, Automotive and Energy: Investment opportunities with Defense Metals, Volkswagen and BASF

  • Mining
  • RareEarths
  • Electromobility
  • Digitization

Rare earths are becoming increasingly important due to digitalization, especially for the electronics industry. Defense Metals, a company from Canada, is focusing on the extraction of rare earths at the Wicheeda project. Geotechnical investigations are progressing rapidly in order to develop the valuable raw material. Volkswagen reports an impressive 17.9% increase in car sales in July. Nevertheless, the Company is lowering its annual sales forecast due to growing competition in China. Germany's energy transition is affecting major corporations like BASF. The US company Cheniere Energy will supply BASF with liquefied gas in the future. To adapt to the new market conditions, BASF has successfully completed the spin-off of its mobile exhaust catalyst and precious metal services businesses. The new site surprises.

Read

Commented by Armin Schulz on August 29th, 2023 | 06:40 CEST

Volkswagen, Altech Advanced Materials, Varta - The future is electric - who will benefit?

  • Technology
  • Batteries
  • renewableenergies
  • Electromobility

The future of mobility is rapidly moving towards electrification, with more and more vehicles on the road being powered by electric motors. The trend towards electrification is expected to intensify in the coming years, bringing numerous benefits such as improved energy efficiency and reduced environmental impact. Talk of an "electric future" is gaining momentum in this context. The combination of technological progress and growing environmental awareness makes it clear that the "electric future" is not just a vision, but rather an unstoppable development that will fundamentally change our understanding of mobility and sustainability. Which companies will profit from this transformation?

Read

Commented by Juliane Zielonka on August 27th, 2023 | 09:00 CEST

Altech Advanced Materials, Volkswagen, FREYR Battery - Investment opportunity in the future energy storage market

  • Technology
  • renewableenergies
  • Batteries

The booming energy storage market will bring investments of USD 620 billion over the next 22 years, according to BloombergNEF. In this context, the focus shifts to Heidelberg-based Altech Advanced Materials AG, which specializes in emission-free energy storage solutions. Their innovative approach to generating energy from an abundant raw material in Europe - salt - is worth highlighting. Volkswagen is also striving for seamless supply in the electrification market and is re-sorting its semiconductor supply chains with the help of German taxpayer money. At Norway's FREYR Battery, quarterly results are in, surprising analysts.

Read

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

  • Mining
  • Nickel
  • AI
  • Batteries
  • renewableenergies

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.

Read