BASF SE NA O.N.
Commented by André Will-Laudien on February 27th, 2023 | 14:56 CET
A 100% rocket launched - Who builds the best battery? Tesla, First Phosphate, BASF and Varta
The Tesla investor day is getting closer. On March 01, the eccentric visionary Elon Musk will again address his disciples, this time from the new Gigafactory in Austin/Texas. Analysts went into the presentation of the annual figures with cautious expectations because many negative rumors were surrounding Elon Musk's electronics company: Fewer sales? Cars on stockpile? It came as no one had expected. Elon Musk delivered and, at the same time, taunted all the shorties who wanted to push his stock below USD 100 before the end of the year. It was a big mistake because the Texans even exceeded the analysts' estimates, and then there was no stopping them. Up 100% in only 6 weeks, and Cathie Wood can celebrate success with her ARK funds again. But Tesla is not alone among the 100% movers.
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Commented by Juliane Zielonka on February 15th, 2023 | 12:01 CET
Altech Advanced Materials, Volkswagen, BASF - Innovative strength pushes growth
In the hunt for the precious raw materials needed for the energy transition, carmaker Volkswagen now has Canada on its radar. There, the Company wants to extract the lithium it so urgently needs for electric batteries. The Company would do well to reorganize its supply chains, and the EU is pushing for a CO2-friendly transformation of the automotive industry. The Company Altech Advanced Materials promises a higher performance of electric batteries. Its innovative technology allows electric batteries to perform better, which is ideal for the energy turnaround demanded by politicians. Chemical giant BASF is experiencing that politics cannot always be to the advantage of its own company. Once again, it is the EU that wants to ban a product...
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Commented by Juliane Zielonka on February 2nd, 2023 | 08:00 CET
Copper on the rise: Kodiak Copper, BASF and JinkoSolar benefit
Global copper demand is estimated to double by 2035, requiring new mines, mine expansions and technological improvements at existing mines to boost production. One beneficiary of this boom is Kodiak Copper. Assay results from the recently completed drilling in late 2022 have increased the known mineralized envelope at both the Gate & Prime Zone discoveries at its British Columbia project. At the 6th International Investment Forum on February 15, CEO Claudia Tornquist will share more about this with interested investors. BASF is also taking steps to bridge the looming copper shortages due to high demand. A new cooperation is expected to accelerate copper mining. JinkoSolar, on the other hand, as a user of the highly sought-after metal, has struck another new deal. Hedge fund managers are excited.
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Commented by Juliane Zielonka on January 27th, 2023 | 11:45 CET
Commodity stocks pick up, Saturn Oil + Gas, RWE, BASF - Forward-looking with high returns
Central and Northern Europe are firmly enveloped in wintry temperatures. BASF AG's balance sheet is just as frosty as the current weather because its subsidiary Wintershall Dea is no longer doing business with Russia. The consequence for BASF is a minus of EUR 1.4 billion. Business is entirely different for RWE, with the figures exceeding analyst expectations. Thanks to the commodity trading division, the Company is doing exceptionally well, so DZ Bank has set RWE at "Buy" with a fair value of EUR 53 per share. Valuable raw materials such as oil and gas are extracted by the Canadian company of the same name, Saturn Oil & Gas. Thanks to a new takeover, their production potential has increased by a whopping 140%.
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Commented by André Will-Laudien on January 25th, 2023 | 13:51 CET
Take cover - Tesla reports figures today! BYD, NIO, Power Nickel, BASF: Here we go with e-mobility!
The tension is rising. How will the annual figures of the industry leader in e-mobility, Tesla, really turn out now? By the end of 2022, there was a 70% slump in the share, and Elon Musk, the founder, had USD 100 billion less in the account within 8 weeks. He himself was to blame because in order to finance the Twitter takeover, he had to part with Tesla shares. For the year 2023, we are now interested in the expectations that will be placed on e-mobility. The fact is that many countries, including Germany, are now gradually withdrawing subsidies. So the new mobility must now learn to walk by itself. Where are the opportunities for investors?
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Commented by Nico Popp on January 17th, 2023 | 16:30 CET
Blackout warning in the south - here's what's behind it: BASF, Manuka Resources, NEL
Last Sunday, operators of power grids in Baden-Württemberg advised people to refrain from unnecessary power consumption from 5 pm onwards because otherwise, energy would have to be imported from abroad. Plans around the mandatory installation of smart electricity meters had previously been made public. This shows that the energy transition is coming - whatever the cost. We look at three shares with a green future at exciting chart points.
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Commented by Fabian Lorenz on January 12th, 2023 | 14:20 CET
Shares ready for takeoff: Nel, Plug Power, BASF, Almonty Industries
The New Year rally is on! The Nel share has gained around 20% since New Year's Eve. There was a tailwind from Federal Minister of Economics Robert Habeck, including a major order from Germany. Analysts see further upside potential. This also applies to BASF. A US analyst sees an opportunity for a good 30% price gain for the chemical giant. BASF should benefit from the current sharp decline in gas prices. The agricultural boom is also playing into the DAX company's hands. Almonty Industries wants to benefit even more from the boom in electric mobility in the future. To this end, the Group intends to become one of the leading tungsten producers. The mega-mine in South Korea is scheduled to go into operation in the current year, 2023. Financing by the German KfW has been secured, and analysts see a share price potential of over 100%.
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Commented by André Will-Laudien on January 9th, 2023 | 17:38 CET
An explosive start to 2023 for GreenTech and battery shares - BASF, Manuka Resources, Freyr and Varta in turnaround
In 2023, international pressure to initiate the climate turnaround remains. One potential path is seen in e-mobility. Despite the enormous development efforts of the last 5 years, no battery solution has yet been launched that could match the performance characteristics of a last-generation diesel powertrain. Key characteristics here are cost and sustainability in manufacturing, range, lifetime and safety. Nevertheless, progress is being made in the chemical mix of battery components, and some companies are making a name for themselves here. We analyze the current status.
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Commented by André Will-Laudien on January 4th, 2023 | 07:08 CET
The big energy question in 2023: BYD, Altech Advanced Materials, Varta, BASF - Is the thread breaking?
Although the year 2023 starts with rising share prices, Central Europe is entering a difficult period. The start of the New Year brings a new situation for German consumers of refined products, as the purchase of crude oil via the Druzhba pipeline has now been stopped. Germany is thus implementing the oil embargo against Russia decided in the EU and losing a vital supply of oil overnight. As a result, the East German refinery in Schwedt reduced its throughput to 55% and is looking around for other suppliers. Whether this will work out in the short term is more than questionable. If the gas storage facilities are empty at the end of the relatively warm winter, the energy question will arise again. We now realize how fatally energy dependence on Russia has grown over the past decades. How tangible are alternative energies and the high-performance energy storage facilities they require?
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Commented by Juliane Zielonka on January 2nd, 2023 | 11:49 CET
Tocvan Ventures, BASF, BYD - These companies are set to scale up
Gold is a key ingredient in the telecom industry. If Apple scales up its iPhone and iPad production in India with partner BYD, the demand for gold will increase immensely. Canadian explorer Tocvan Ventures specializes in exploring and mining gold sites in Mexico. After successfully exploring the area in the "Pilar Project", the Company is going to the next round. Analysis of the percentage of gold in the current drilling is pending. Things could also be looking up again for BASF. Subsidiary Wintershall Dea has discovered a hot commodity in the Norwegian Sea.
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