VARTA AG O.N.
Commented by André Will-Laudien on March 14th, 2022 | 13:23 CET
The battery sensation: Varta, BYD, NIO, Power Nickel: Shares down, oil price above USD 150?
Since the invasion of Russian troops in Ukraine, the changes in the world are now clearly noticeable. Above all, it is tragic that thousands of people have died, and millions are once again forced to flee their homes. There is despair and compassion all over the globe because most nations have been blessed with peace for decades. The standard of living has also increased significantly in 95% of regions. Now, time seems to be running backward again: raw materials, food and everyday necessities are becoming dramatically more expensive, leading to substantial inflationary spurts sector by sector and pushing the level of prosperity back again. But it also shows: We humans must become more independent of fossil energy and advance alternative technologies. We show you shares that are in line with this trend.
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Commented by André Will-Laudien on March 8th, 2022 | 11:03 CET
Rheinmetall, Altech Advanced Materials, Varta, Standard Lithium - Who can deliver?
Oil, gas, steel, and wheat - these are the goods that are becoming extremely scarce due to the Ukraine crisis. Scarce in the sense of expensive. Because, in the case of oil, OPEC does not yet want to adjust its production quotas. After all, they are currently earning splendidly with prices of up to USD 135 for Brent. Russia and Ukraine are important producers of steel and wheat, in addition to their 11% market share in oil and gas production. Steel is likely to be real short supply, as the start-up of several idle blast furnaces will take the West some time. And as for wheat, the futures market tells us it is up 46% this year. So it is clear the commodity rally and supply chain theme continues. Which companies should we be paying attention to?
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Commented by Nico Popp on February 25th, 2022 | 10:15 CET
Varta, Almonty Industries, NEL: New battery metal and hydrogen hope
Hydrogen is dead; are batteries the future? Not at all! If you talk to industry representatives, it quickly becomes apparent that energy sources for mobility are undergoing rapid change. Batteries that were the ultimate yesterday may be hazardous waste tomorrow. The reason: new material mixtures make batteries in electric cars more durable and better. Investors who back the wrong horse are quickly left out in the cold. Current developments in hydrogen show that even the lamest horse has a chance in the long term. We take a closer look at three shares for you.
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Commented by André Will-Laudien on February 21st, 2022 | 12:46 CET
Varta, Standard Lithium, Edison Lithium - The demand for lithium is going through the roof!
E-mobility is permanently changing today's automotive industry. More and more electrified passenger cars are finding their way onto our roads, and the growth prospects for this booming industry are expected to improve even further in the coming years in light of increasing climate concerns. The Boston Consulting Group estimates that electric cars will account for 47% of global markets by 2025, up from 12% in 2020 - that is a very bold forecast! But it does show a way forward. Thanks to the accelerated acceptance of environmentally friendly vehicles among consumers, one metal, in particular, is moving into the spotlight: lithium. And it is here that investors should pay attention.
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Commented by Stefan Feulner on February 17th, 2022 | 11:20 CET
Nel ASA, Power Nickel, Varta - Positioning for the price explosion
In the last two years of the pandemic, both private households and commercial enterprises felt the impact of blown supply chains, from chip shortages to lack of lumber, to packaging materials. Extreme consumption is also taking place due to the ambitious achievement of climate targets. Electromobility is gobbling up enormous resources of key raw materials such as copper, lithium and nickel. Due to the significantly increasing demand for batteries, the demand for nickel is expected to continue to rise strongly in the coming years.
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Commented by Carsten Mainitz on February 15th, 2022 | 13:35 CET
Almonty Industries, Mercedes-Benz Group, Varta - Highs and lows, what to do?
Without raw materials, life in many sectors of the economy comes to a standstill. The economically most important raw materials with a high supply risk are referred to as critical raw materials. The European Commission counts 30 elements in this group, including tungsten and lithium. Demand rising sharply above supply has caused prices to increase significantly for some time. Raw material producers are on the winning side. Buyers have to do their homework.
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Commented by André Will-Laudien on February 11th, 2022 | 13:46 CET
1000% possible: Varta, Standard Lithium, Power Nickel: The super battery is coming!
In view of advanced stock market valuations, rising inflation and disrupted supply chains, many market participants wonder whether the 1000% is possible in 2022. It is! Because right now, there are many young companies with revolutionary approaches to solving the climate crisis. Innovation and fortune are needed here to launch the ultimate solution to our future problems at the right time. Battery technology remains a good starting point because the issues of range, service life, and recycling have not yet been satisfactorily resolved. Maybe the tenbagger is among the following 3 companies?
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Commented by Nico Popp on February 9th, 2022 | 10:31 CET
Varta, Defense Metals, BYD: What does Tesla need more urgently?
The future of mobility is electric. But which companies will ultimately come out on top? Currently, battery manufacturers and suppliers of preliminary products are developing innovative solutions. At the same time, supposed market experts preach that China is dominant in electromobility anyway. So how should we invest? We take a closer look at three stocks for you.
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Commented by Fabian Lorenz on February 8th, 2022 | 11:23 CET
Varta, Nel ASA, Almonty Industries: Get in now?
The electric car is currently outpacing the combustion engine: around 350,000 pure e-cars were registered in Germany alone in 2021. According to the Center of Automotive Management (CAM), this means that the market share has almost doubled to 13% in one year. Germany is now the third-largest single market for pure electric vehicles after China and the United States. However, according to CAM, China is ahead with around 2.7 million electric vehicles. Nevertheless, due to global subsidies, the trend toward electromobility will continue, creating opportunities for investors. The winners in electromobility include battery and raw material producers such as Varta and Almonty Industries. Demand for hydrogen - and therefore Nel - will also increase. All three stocks have lost significant ground. But there are positive developments. Is it worth getting in now?
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Commented by Carsten Mainitz on February 7th, 2022 | 13:56 CET
Edison Lithium, Standard Lithium, Varta - Winners of the lithium shortage!
Electromobility is only at the beginning of enormous growth. The primary beneficiaries are companies that produce or are on the way to producing the imperative raw materials such as lithium, cobalt, copper and nickel. Demand is significantly outstripping supply, with an increasing tightening. As a result, commodity prices are rising, and so are producers' profits.
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