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Commented by Stefan Feulner on March 23rd, 2022 | 14:01 CET

Rheinmetall, Altech Advanced Materials, K+S - Seizing the momentum

  • Electromobility
  • Lithium

Since the outbreak of the Ukraine conflict about three weeks ago and the announcement of sanctions against Russian goods and companies, the winners and losers on the stock market have clearly emerged. While defense companies were not an investment object for fund managers or private investors from an ethical point of view in the recent past, there is now a strong investment in companies such as Rheinmetall, Hensoldt & Co. At the same time, no defense contracts have yet been awarded by the German government, nor is it clear whether the necessary raw materials will be available. Therefore, it would come as little surprise if the currently inflated valuations were to implode soon.

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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?

  • Technology
  • Electromobility

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 28th, 2022 | 10:33 CET

Shake-up in the auto industry - who loses, who benefits: Porsche, Altech Advanced Materials, Volkswagen

  • Electromobility

Porsche's planned IPO created a mood of celebration on the market at a turbulent time. The mood among the Porsche and Piëch families is also likely to be one of expectation. After all, they are to receive a blocking minority and would thus once again have more power over their Company. VW is also hoping for advantages from the IPO of its profitable subsidiary: For example, in investments in electromobility and in the valuation of the entire Group. Here's what the deal means for the companies involved and what the consequences could be for smaller technology providers.

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Commented by Fabian Lorenz on February 24th, 2022 | 12:17 CET

Analysts on TeamViewer, Allianz, Altech: Game-changer potential

  • Investments
  • Electromobility

The Ukraine crisis is currently shaking up the capital markets. But such a time also offers the opportunity to analyze one's portfolio and make changes where necessary. The assessments of analysts can help here. With TeamViewer, Allianz and Altech Advanced Materials, we present opinions on companies of different sizes and sectors. The figures and outlook of insurance giant Allianz have convinced analysts. TeamViewer's stock has recovered from its lows in recent weeks, but analysts are still predominantly cautious. When people think of German battery technology, they usually think of Varta. But there is also an exciting microcap. Game-changer potential is seen in Altech.

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Commented by Stefan Feulner on February 8th, 2022 | 10:48 CET

BYD, Altech Advanced Materials, Standard Lithium - Battle for pole position

  • Electromobility

Germany is not the only country where the energy turnaround is at the top of the political agenda. Achieving climate neutrality in the transport sector by 2045 is a particular challenge. After all, according to the Federal Environment Agency, the sector is responsible for around 20% of total greenhouse gas emissions. In the passenger car sector, both the automotive industry and politicians are focusing on battery technology. As a result, a battle has broken out between electric car manufacturers for the longest ranges and shortest charging times. Young companies with innovative technologies are flocking to the market and could become the new stock market stars soon.

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Commented by André Will-Laudien on January 28th, 2022 | 12:07 CET

Daimler, Altech Advanced Materials, Nel ASA, Varta - Battery bull market even without Tesla!

  • Technology

In 2021, many investor topics made hearts beat faster, whether e-mobility, hydrogen or lithium. Every megatrend had its green wave, and after the buying frenzy, there were also corrections. According to the latest statistics from the Deutsches Aktieninstitut, 12.1 million Germans were invested in shares, funds or ETFs. That corresponds to a shareholder quota of over 14% and delivers the third-highest result since records began in 1997. The new stock market players have to cope with fluctuations and uncertainties because the start of 2022 is incomparably bumpier than last year. We highlight current opportunities!

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Commented by Carsten Mainitz on January 21st, 2022 | 11:02 CET

Samsung SDI, Altech Advanced Materials, Manz - Power stocks!

  • Technology

How is the energy turnaround to be achieved exclusively with renewable energy generation? The sun does not shine at night, and the wind does not blow every day. The answer is energy storage. Batteries and accumulators will play an increasingly important role in the future. Whether for electric vehicles of all kinds (pedelecs, automobiles, buses) or as intermediate storage for renewable energies (at home on a small scale or in wind and solar parks on a large scale). Without new and increasingly efficient storage technologies, the world will not achieve climate neutrality. These three "power stocks" should benefit massively from this development.

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Commented by Nico Popp on January 12th, 2022 | 10:36 CET

BYD, Altech Advanced Materials, Volkswagen: Who is as innovative as Tesla?

  • Electromobility

For years, e-cars lagged behind conventional drives in many areas: The ranges were significantly lower, and comfort remained inferior to classic combustion engines. In the meantime, however, things have changed. Chinese manufacturers, in particular, are scoring points with ranges of 1,000 km. Modern e-cars have also long been packed with gadgets that make the hearts of tech-savvy car enthusiasts beat faster. Does this mean that the development of e-cars is at an end? Not at all! We present three companies from the industry and analyze their innovative strength.

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Commented by Armin Schulz on December 28th, 2021 | 11:30 CET

Tesla, Altech Advanced Materials, BYD - The battle for the battery of the future

  • Electromobility

Since climate change has become the focus of public attention, the goal of many countries is to reduce emissions. The transportation sector is the second-largest CO2 emitter; this includes motor vehicles. E-cars still cost significantly more than the conventional combustion engine because their batteries are still so expensive. Called out are costs under USD 100 per kilowatt-hour to bring the two vehicles together in price. Many different battery manufacturers are trying to improve the battery. Ideally, more energy can be stored, promising more range, the lifespan should be increased, and the batteries should become safer. Today, we look at three companies that have already made it a good bit of the way.

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Commented by André Will-Laudien on December 21st, 2021 | 13:24 CET

Standard Lithium, Altech Advanced Materials, BASF - The super battery for 2022!

  • Lithium

Whether e-mobility, aircraft technology or renewable energies, virtually all high-tech segments are looking for a suitable energy storage device. The development driver is climate protection, which will put mobility and energy generation and distribution on a new footing in the future. More environmentally friendly battery production processes are required to bring e-mobility to a level of efficiency similar to the most modern diesel technology, as well as a significant increase in performance with a simultaneous extension of service life. After all, what good is it if a vehicle eliminates emissions during operation but creates multiple pollutions during production and disposal of the energy cell? We highlight some of the companies at the heart of the technical revolution.

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