BASF SE NA O.N.
Commented by André Will-Laudien on October 4th, 2023 | 07:50 CEST
Mega battery deal at First Phosphate, BASF, VW and BYD with buy signals
The last IAA in Munich was a memorable showdown for the local automotive industry. More than 750 exhibitors from 109 countries showcased their e-mobility innovations. In addition to autonomous driving with AI support and various new technical features, however, one topic in particular preoccupied trade visitors: how can manufacturers get more power, longevity and safety into powertrain batteries? Li-ion technology has now been in use for over 20 years. But where is the future state of the art? BASF and First Phosphate have new developments to offer in this regard. Manufacturers like BYD and Volkswagen have the global market shares to make these innovations fly. Where should investing be done now?
Read
Commented by André Will-Laudien on September 28th, 2023 | 08:05 CEST
Attention: Extended correction - Buy the right stocks now! Bayer, Viva Gold, TUI, and BASF are on the list!
Higher inflation and rising interest rates - this connection should be clear to investors. The interest rate level in Germany has moved from negative territory to 2.77% in the 10-year range, but stocks continued to rise cheerfully. The party led to all-time highs of 16,528 points in July, but the fundamental situation of the companies deteriorated in parallel. Only after repeated warnings from the US Federal Reserve did the explosive NASDAQ also enter a correction. And it continues. Yesterday, the CEO of US investment bank JPMorgan, Dimon, warned that the world may not be prepared for 7% capital market interest rates. He and Dr. Jens Erhardt, the CEO of the asset management company DJE, warn of stronger setbacks on the stock markets. Some stocks have already undergone a strong correction. Here is a brief overview.
Read
Commented by Armin Schulz on September 27th, 2023 | 09:05 CEST
Nikola, Saturn Oil + Gas, BASF - A Buy in difficult times?
These are challenging times on the stock market. Central banks have not announced the end of interest rate hikes, which is poison for growth companies. In addition, extreme weather conditions are affecting the production of some companies, and there are geopolitical tensions to consider, including the ongoing Ukraine conflict and the simmering dispute between the US and China. Recently, there have also been tensions between China and Germany. Following critical statements by Foreign Minister Baerbock to China's Xi Jinping, the German ambassador was summoned. Energy shortages are becoming increasingly significant for many companies in Germany. Today, we look at three companies suffering from the problems described.
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
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 Fabian Lorenz on September 14th, 2023 | 08:25 CEST
EU investigates BYD! Share staggers. BASF and First Phosphate bet on the battery market
Alarm bells at BYD. The European Commission is investigating the extent to which Chinese e-car manufacturers have received unauthorized subsidies for electric vehicles and can now flood the world market with cheap vehicles. This is weighing on BYD shares, which should actually benefit from the ongoing IAA. In contrast, First Phosphate reports another success. Following the preliminary economic evaluation, tests have now shown that phosphate rock from the Canadians is of high quality and suitable for producing lithium iron phosphate batteries. German chemical giant BASF is also expanding its activities in the battery sector. After setting up a plant in Germany, it is now moving to the United States. But analysts are currently skeptical about the stock.
Read
Commented by Nico Popp on September 5th, 2023 | 07:40 CEST
Climate revolution hanging by a thread: Siemens Energy, BASF, Manuka Resources
Most people agree that the economy must become climate-neutral. However, despite promising technologies, the path to climate neutrality is not without obstacles. Handelsblatt newspaper now quotes a joint study by three institutes, according to which seven raw materials are needed to master the transformation of the economy. These include graphite, rare earths, nickel, cobalt, iridium, lithium and manganese. The scientific community also recommends that policymakers promote the entire value chains of key technologies. We look at what this means and where investors can look for opportunities.
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
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 Nico Popp on August 17th, 2023 | 07:20 CEST
Return on investment thanks to recycling: NEL, RegenX Tech, BASF
Many people view recycling with skepticism and are reminded of regulations for waste separation, even though a significant portion of carefully sorted recyclables ultimately end up in incineration plants. On a large scale, however, recycling is a beacon of hope. For Germany, in particular, a functioning circular economy could bring many advantages - after all, energy requirements and dependence on foreign countries are high. Recycling is also about the future of the industry.
Read
Commented by Juliane Zielonka on August 3rd, 2023 | 07:35 CEST
dynaCERT, BASF, Daimler Truck AG: Investors pounce on logistics stocks, new opportunities and profit potentials
dynaCERT is developing a patented technology that generates hydrogen and oxygen on demand and delivers them through the air intake system to improve combustion and carbon emissions in various diesel engines. The Company has sold 93 HydraGEN™ units to a logistics company in Guyana to support the country's ambitious goal to reduce CO₂ emissions by 70% by 2030. BASF has cut its investment budget amid a global downturn to preserve cash. Amid takeover rumors from chemical company Covestro, BASF CEO Martin Brudermüller calls for support from the German government to improve the competitiveness of European chemical companies. Daimler Truck has launched a share buyback program in which up to 82.3 million shares may be repurchased. The Company expects a significant increase in profits with higher revenue and sales.
Read
Commented by Fabian Lorenz on August 2nd, 2023 | 09:55 CEST
Nikola Motors share unstoppable: Strong news also from BASF and Manuka Resources
Forget about a recession. These stocks are on the fast track or the verge of a breakout. For example, the Nikola share gained more than 15% in value yesterday. The reason was a new order in the US. This means that the shares of the manufacturer of zero-emission trucks have multiplied within two months. The Manuka Resources share could also be on the verge of a breakout. Due to the ramped-up gold production, exploration activities are expected to be financed through the next three years. An added kicker for the Australians could be their involvement in battery raw materials. As for BASF, the recent profit warning hardly affected them. Analysts express positivity, but the possibility of a dividend cut remains on the table.
Read