TESLA INC. DL -_001
Commented by André Will-Laudien on March 27th, 2024 | 08:30 CET
Watch out: DAX record chase! Automotive stocks in the fast lane: Mercedes-Benz, Globex Mining, VW and Tesla
The DAX 40 index is chasing from one high to the next, surpassing the 18,400 mark yesterday. In addition to artificial intelligence, it is primarily high-tech and defense stocks that are moving the market. The automotive stocks are still in the doldrums, as an expected decline in GDP also means smaller household budgets. Nothing is worse for the industry than the postponement of new car purchases until next year. The stockpiles are getting bigger, and dealers are plunging into desperate discount battles. However, the market is changing noticeably. Currently, there are clear buying candidates; we analyze the current situation.
Read
Commented by Juliane Zielonka on March 15th, 2024 | 06:00 CET
Altech Advanced Materials, Tesla, E.ON - Accelerators of the Future in Europe
Germany's automotive industry is in a state of upheaval. With an annual turnover of EUR 411 billion, solutions are urgently needed to drive electrification forward. E.ON, as one of the largest utilities, is investing billions in European infrastructure for this purpose. The Company is also increasing its dividend. Heidelberg-based Altech Advanced Materials is launching stationary battery storage systems on the market at the beginning of April. It has also published the results of the current feasibility study for its second pillar: a special coating for silicon battery anodes that ensures greater power and longevity. These are exactly the sticking points that customers have been complaining about so far. Tesla also relies on silicon batteries in its models. This week, Elon Musk visited the German plant in Grünheide, and has some good news in store...
Read
Commented by André Will-Laudien on February 28th, 2024 | 08:00 CET
E-mobility versus combustion engines: Tesla and BYD stumble, Mercedes-Benz and Globex Mining in Vogue!
The Tesla plant in Brandenburg is discharging polluted wastewater into the canals. Permissible limits for phosphorus and nitrogen are exceeded by up to six times. Elon Musk has not yet reacted to the accusations, as he is busy planning the expansion of his production facility. If the authorities were to take action here, the plant could also be subject to a production stop until the harmful sources are eliminated. Once again, environmental protection and the climate debate clash with the self-interest of foreign producers seemingly not on the radar of existing EU regulations. The water debate is nothing new. Since the plant in Grünheide went into operation, local communities have had to contend with a drop in the groundwater level because the plant draws an impermissible amount of water. For those finding Tesla unsympathetic due to these issues, look for other opportunities in the automotive sector!
Read
Commented by Juliane Zielonka on December 28th, 2023 | 07:40 CET
From record production to billion-dollar deals: Prospera Energy, Occidental Petroleum and Tesla in the spotlight
The world is undergoing an energy transition, and pioneering projects in Saudi Arabia demonstrate the significant role of renewable energy. Energy companies like Prospera Energy are experiencing record production with over 1,500 BOE/D. Value appreciation and a focus on reserves make Prospera Energy an attractive investment candidate, especially given the rising global demand for oil and gas. Warren Buffett is backing precisely these types of companies, such as Occidental Petroleum (OXY). The planned acquisition of CrownRock for USD 12 billion promises a significant increase in sales for the oil and gas company. Berkshire Hathaway is, therefore, increasing its stake in OXY by 5.2 million shares. While Tesla faces challenges with its electric vehicle (EV) doors, BYD is outperforming in the global BEV market. The Chinese car manufacturer has already overtaken Tesla in terms of market share, recording a 68% increase compared to the previous year. The future of electric mobility could lie in Chinese quality and reliability and, above all, in oil and gas companies. Where is the next profit leap?
Read
Commented by André Will-Laudien on August 30th, 2023 | 07:45 CEST
The IAA is just around the corner, and e-mobility is faltering - Where is the super battery? BYD, Tesla, Varta and First Phosphate in focus
Professor Ferdinand Dudenhöffer sees electric mobility on the decline. Despite the EU's ban on internal combustion engines from 2035, the switch to electric drive will take even longer than expected. In a recent interview, he sees the declining subsidies as of September 1 of this year as a possible showstopper. The reason: most purchases of e-vehicles are tax-motivated, and the increased interest rates have made expensive electric cars less competitive in leasing models. In addition, there are the technical limitations in safety, range and operating time compared to the mature, fuel-efficient combustion vehicles. So the challenge is to invent clean, efficient and safe battery technology. Where are the opportunities in this highly dynamic industry?
Read
Commented by André Will-Laudien on July 11th, 2023 | 06:55 CEST
Hydrogen ahead of e-mobility! Nucera rises, Tesla falls - What are First Hydrogen, Nel and Plug Power doing?
The complete renewal of the energy landscape is gobbling up trillions. While the EU wants to spend at least EUR 300 billion over the next 10 years on e-mobility, wind and solar power, there are now already many private investors jumping on the bandwagon. Joe Biden's Inflation Act includes, in addition to some social issues, the energetic renewal of the superpower USA, which has been purely fossil-fuel driven for decades. In the hydrogen sector, the profitable H2 subsidiary ThyssenKrupp Nucera has ventured into the market. With a capitalization of EUR 2.7 billion, a clean start has been made. It will be interesting to see how strongly the parent company ThyssenKrupp can profit from the revaluation of its subsidiary. We analyze the opportunities in the volatile hydrogen sector.
Read
Commented by Fabian Lorenz on April 6th, 2023 | 09:42 CEST
Winners in electromobility: BYD, First Phosphate, Leoni, Tesla
Electromobility is unbearable. The US electric pioneer delivered 422,875 vehicles in the first three months of the year. This figure slightly exceeded analyst forecasts of 421,000 units. In the Gigafactory in Grünheide, 5,000 electric cars are coming off the production line every week, making about 250,000 per year. If Tesla has its way, there could be 1 million e-cars annually in a few years. But Tesla is not the only winner in electric mobility. BYD is also convincing in terms of sales, and analysts are raising the price target. More e-cars also mean more batteries. First Phosphate wants to profit from this. Once the current capital increase is completed, there is an opportunity to get in. A cable manufacturer should also be in a good position, but unfortunately, shareholders at Leoni face a total loss.
Read
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.
Read
Commented by Nico Popp on February 23rd, 2023 | 15:03 CET
Unknown and better than Tesla? BYD, First Phosphate, Varta
BYD wants to have sold a whopping 1.86 million cars in 2022. That is about 500,000 more than competitor Tesla. Despite this, Elon Musk's company is still considered an e-car giant. Why is that? Certainly, the focus on Western markets has to do with the fact that many investors from the US and Europe still favour Tesla. We look at why thinking outside the box can pay off and how it can help investors seize opportunities.
Read
Commented by Fabian Lorenz on February 15th, 2023 | 11:40 CET
Is Tesla hunter BYD almost 100% in? Has the Nel share run hot? When will Manuka Resources jump on?
The Nel share has performed amazingly well in recent months. From mid-October to early February, it increased by around 70% to EUR 1.70. Since then, the stock has been taking a well-deserved breather. Will the rally continue? According to Goldman Sachs, the air is getting thin. But there is also positive news. There is also that of BYD. The Tesla hunter is building another battery factory, and analysts are raising their estimates after solid figures. Manuka Resources wants to present strong drilling results. For this purpose, a new drilling program near an existing mine has now been approved. In addition to gold and silver, high-grade copper deposits, zinc, and lead are expected. In addition, a complete reassessment is still possible.
Read