TESLA INC. DL -_001
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?
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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.
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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.
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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 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.
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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.
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Commented by André Will-Laudien on February 15th, 2023 | 11:00 CET
Super Bowl spoils Tesla's bullish mood: Plug Power, First Hydrogen, Nel, ThyssenKrupp - Hydrogen is taking off!
In a true football thriller, the Kansas City Chiefs narrowly defeated their opponents Philadelphia Eagles, just before the end of the game. But it was not just on the field that fans were treated to a spectacle. The commercials during the billion-dollar live broadcast were also eye-catchers, as they are every year. One Super Bowl commercial was a good fight against Tesla's "Full Self Driving" (FSD) mode. Software entrepreneur Dan O'Dowd invested a total of USD 598,000 in his "Dawn Project" campaign. According to its homepage, its goal is to make computers safer for humanity. In the case of Tesla's FSD installations, the campaign sees this as not guaranteed and even judges them to be life-threatening for other road users. From Tesla's side, the content of the commercial was described as "fake". Exciting to see how this case will turn out. We turn away from e-mobility and look at the opportunities for hydrogen.
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Commented by Fabian Lorenz on February 8th, 2023 | 11:42 CET
More than 100% possible: Analysts on Nel ASA, Saturn Oil + Gas and the Tesla chaser BYD
Hydrogen specialist Nel ASA is entering the new year with a tailwind. The Norwegian company's stock has already gained more than 20% this year. Operationally, the Company aims to make significant progress in 2023 after a challenging previous year. A new order was reported to match this. And then analysts are also raising the price target. Analysts see over 100% price potential in the oil producer Saturn Oil & Gas. The experts assess the recent acquisition of the Canadians as positive and see a significant undervaluation compared to the peer group. In addition, analysts at Commerzbank see a rising oil price. For e-cars, Tesla has triggered price reductions. BYD is also affected by this. Things are also likely to get more uncomfortable in the primary market of China in 2023. Nevertheless, BYD should continue to grow in the current year.
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Commented by Fabian Lorenz on January 26th, 2023 | 20:11 CET
Big surprise for Tesla hunter BYD and JinkoSolar: when will dynaCERT share takeoff?
Now, this would be a real surprise: Will Tesla hunter BYD soon not only sell its e-cars in Germany but also produce them? According to media reports, the Chinese carmaker is talking to Ford about buying the plant in Saarlouis. Another Chinese group is also continuing to go full throttle: JinkoSolar. The solar group reports strong figures, the start of construction of a reference project and analysts increase the price target for the share. Investors are also waiting for a big bang from dynaCERT. The cleantech company wants to enter into trading with emission certificates. In addition, sales figures are increasing in the core business.
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Commented by André Will-Laudien on December 29th, 2022 | 09:20 CET
Top Asian Picks for 2023 in place of Tesla: Alibaba, Alpina Holdings, BYD, JinkoSolar: Invest in the best!
The Asian tech giants have not yet been able to break away from their downward trend in 2022. After losing almost 50% in 2021, e-commerce giant Alibaba again lost more than 15% at the end of the year, while other stocks such as Baidu and Tencent also posted double-digit losses. In the US, the once so-popular stocks were quickly removed from the funds. Currently, only die-hard fans are likely still invested. Fortunately, the tense situation has calmed down somewhat in recent weeks, and even the Chinese regulator is gradually realizing that the heavy monitoring of the digital economy is slowing down the growth prospects of its own economy. Some analysts have already downgraded Chinese GDP growth by a full 1.5 percentage points from 2022 to 2025. However, Asia can still score points in an international comparison. Where are the opportunities?
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