Close menu




VARTA AG O.N.

Photo credits: pixabay.com

Commented by Nico Popp on February 9th, 2022 | 10:31 CET

Varta, Defense Metals, BYD: What does Tesla need more urgently?

  • RareEarths

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.

Read

Commented by Fabian Lorenz on February 8th, 2022 | 11:23 CET

Varta, Nel ASA, Almonty Industries: Get in now?

  • Tungsten
  • Electromobility

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?

Read

Commented by Carsten Mainitz on February 7th, 2022 | 13:56 CET

Edison Lithium, Standard Lithium, Varta - Winners of the lithium shortage!

  • Lithium

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.

Read

Commented by Nico Popp on February 4th, 2022 | 13:09 CET

Varta, Triumph Gold, Barrick Gold: Interest rate turnaround? That's what Goldman Sachs says!

  • Gold

Interest rates are rising - at least in the US, at least a little bit. But the market has turned signals of normalcy into warning signals. Rising interest rates could stall the recovery, and in general, rising rates would be poison for the stock market, which would become less attractive relative to interest-bearing securities. Here is why this argument is flawed, what Goldman Sachs has to say about it, and which stocks might benefit.

Read

Commented by André Will-Laudien on January 27th, 2022 | 13:10 CET

Varta, JinkoSolar, Barsele Minerals - Green tech: After the sell-off is before the rally!

  • Gold

Green tech stocks were the clear favorites of investors in 2021. Many stocks from the energy, climate or metals sectors reached multi-year highs. First, the hydrogen hype ran, then the stock market focused on battery makers and e-mobility, and toward the end of the year, uranium and lithium suppliers were bullish. A healthy rotation of green themes, further spurred by the Glasgow climate conference in November. Now some prudence has returned, prices fell slowly at first and then violently in the last few days. Where are the opportunities now?

Read

Commented by Nico Popp on January 24th, 2022 | 10:13 CET

Mini P/E, dynamic growth and ESG profile: Varta, Saturn Oil + Gas, Gazprom

  • Oil

We have associated modern energy sources, such as batteries or even hydrogen, with future investments for years. Indeed, it is extremely appealing to use renewable energies to feed both the power grids and the engines of ships and trucks. But this transformation is a Herculean task. We look at why investors have great opportunities in this regard and which shares are particularly suitable.

Read

Commented by André Will-Laudien on January 19th, 2022 | 13:45 CET

BYD, Almonty Industries, Varta - E-mobility needs critical metals!

  • Tungsten

The pandemic has disrupted supply chains in the raw materials sector. In Brandenburg, a new Tesla electric car is expected to roll off the assembly line every 45 seconds in the future. But the permits for the water supply are dragging on. The new plant was supposed to go "online" in 2021. In addition to the regulatory requirements, however, it is primarily the availability of scarce raw materials that hamper the innovative spirit of the high-tech industry today. In particular, metals and battery raw materials are in high demand and have become a bone of contention in globalization. We look at both sides of the increasingly complex supply relationship.

Read

Commented by André Will-Laudien on January 7th, 2022 | 11:46 CET

Varta, Nordex, Kodiak Copper: The 100% opportunity with copper in 2022!

  • Copper

The climate decisions made in Glasgow in November are casting their shadows far ahead. It is becoming clear to the protagonists: electromobility and efficient electricity storage are increasingly important for the energy transition. Consistent decarbonization requires research, development and production of drives, batteries and components. The red conducting metal copper is an essential component of electrical components of all kinds. Today, an e-drive vehicle requires three to four times the amount of copper as an internal combustion model, plus the great demand in industrial manufacturing processes. The earth's reserves are exhaustible, and copper, in particular, is pretty much on the edge. We take a look at some interesting investment opportunities.

Read

Commented by Carsten Mainitz on January 5th, 2022 | 11:23 CET

Noram Lithium, Varta, Allkem - Profit from the growing hunger for lithium!

  • Lithium

Along with cobalt and manganese, lithium is one of the raw materials of the mobility revolution. The silvery white-grey light metal is needed to produce rechargeable batteries with a very high energy density, such as those used in electric cars. Demand is growing enormously, but there is insufficient production capacity. As a result of this constellation, the price of battery-grade lithium carbonate has risen fivefold in the last year and a half. And it does not look like the situation will ease. Mining group Rio Tinto warns that in the future, only 15% of the supply deficit of battery-grade lithium carbonate can be extracted from existing projects. Lithium producers and explorers will benefit from these conditions. Which lithium stock will make the running this year?

Read

Commented by Fabian Lorenz on December 30th, 2021 | 11:40 CET

Varta, Nel ASA, Almonty Industries: Buying opportunities for 2022?

  • Tungsten

Even though 2021 felt like it was all about COVID-19 and vaccine manufacturers such as BioNTech, Valneva and Novavax, the energy and mobility revolution was one of the dominant themes. Evidence of this is the boom in e-cars in Germany. The Association of International Motor Vehicle Manufacturers (VDIK) estimates that one in four new cars in this country will be electric in 2021. There is a good chance that hydrogen, lithium & Co. will continue to electrify investors in the coming year. Here we present three companies benefiting from the megatrends but whose share prices have come back significantly from their highs: Hydrogen specialist Nel ASA, battery pioneer Varta and future tungsten giant Almonty.

Read