TESLA INC. DL -_001
Commented by Fabian Lorenz on August 4th, 2022 | 14:31 CEST
BYD chases Tesla, First Hydrogen is undervalued, and ITM Power with a buy signal
Hardly any other industry has such excellent prospects for the future as renewable energies. Whether electric mobility or hydrogen - all technologies are urgently needed and promoted. Among others, e-car manufacturer BYD is benefiting from this. In China, the Company is shining with significantly increasing sales figures and is on its way to knocking Tesla off its throne as the number 1 in the industry. It could happen faster than expected, as the Company plans to open its first showrooms in Germany and Sweden as early as October. ITM Power is overshadowed by Nel and Plug Power in the hydrogen sector. Analysts see a share price potential of over 100%. First Hydrogen also has potential. Analysts are currently observing the hydrogen newcomer's rise to the top tier and say there is an undervaluation compared to peer group company McPhy Energy.
Read
Commented by André Will-Laudien on August 2nd, 2022 | 12:43 CEST
How much lithium do BYD, VW, Tesla and Co. need? Standard Lithium, Edison Lithium - Who can deliver quickly?
Parallel to the electric car boom, many raw material prices have also exploded. Lithium has risen 1200% in price in Chinese yuan since the beginning of 2021, and nickel has risen by 40%. Against the backdrop of continued high global demand for e-vehicles, many high-performance batteries will be needed. As a result, just about every automaker is planning with its own specifications on how to handle battery procurement. BYD, VW, Daimler and Tesla already have their gigafactories or are currently planning them. Lithium is one of a battery's most important raw material components, along with nickel, cobalt, graphite and copper. However, the quantities available on the markets are limited, as producers are also still thin on the ground. We shed light on a market that is determined by shortages.
Read
Commented by Juliane Zielonka on May 12th, 2022 | 13:07 CEST
Cardiol Therapeutics, Tesla, Bayer AG - Instead of trading chronically overvalued shares, treat the chronically ill instead
No sooner does the US government under Biden seek to influence the Supreme Court in the Monsanto case than the Bayer share slides 7%. But is this share price slide justified? Bayer AG has made provisions for the possible ruling in June and set aside reserves for chronic diseases. Chronic diseases are also a focus of Cardiol Therapeutics. According to the World Health Organization (WHO), the prevalence of chronic diseases increased by 57% worldwide by 2020. Cardiol focuses on heart health in this regard. The share stands at about EUR 1.12 and is seen by analysts at an average of about EUR 7. Meanwhile, Tesla investors are currently experiencing what overvalued shares can do to their portfolios. Their CEO is speculating that he will no longer accept new customers. Why? You can read about it here...
Read
Commented by Juliane Zielonka on April 7th, 2022 | 14:30 CEST
Phoenix Copper, Nordex, Tesla - Gold rush mood at the beginning of the supply chain
If the EU turns off the gas tap from Russia, alternatives are needed quickly to keep Germany running as a business location. With its wind turbines, Nordex SE is facing cybersecurity challenges, and Tesla shareholders are looking anxiously at the antics of their CEO, who is putting on yet another corporate hat. Producers are reeling from supply chain disruptions and other unreliabilities these days. So it is good to know there are reliable companies at the top of the supply chain: Phoenix Copper, with its raw material deposits of copper, gold and zinc, is not only an explorer on the hunt for the best mineral resources but also a collector.
Read
Commented by Juliane Zielonka on March 8th, 2022 | 13:30 CET
First Hydrogen, Tesla, Toyota - Hydrogen leads the way in logistics
For today's International Women's Day, we look at the discoverers of hydrogen sources. There are virtually no climate-damaging emissions where hydrogen is already being used as a form of propulsion today. First Hydrogen is a company that has chosen hydrogen-powered logistics vans as its niche to bring providers like Amazon and UPS up to speed. Things are finally getting mobile at the Gigafactory just outside Berlin, as Elon Musk gets the green light for the start-up. Meanwhile, Toyota's assembly line is at a standstill due to a cyberattack. The Japanese carmaker is also struggling with an emissions scandal involving a subsidiary.
Read
Commented by Stefan Feulner on January 27th, 2022 | 11:06 CET
BYD, Defense Metals, Tesla - The long-term beneficiaries of climate change
The post-pandemic global economic recovery and rising investment in more climate-friendly energy infrastructure are driving higher commodity prices amid supply chain disruptions. Shortages of industrial metals, which are urgently needed for climate change, are likely to materialize further in the coming years. This will be significantly exacerbated by the swelling trade conflict between the USA and China. There is a threat of massive bottlenecks in production and sharply rising prices for the respective materials.
Read
Commented by Armin Schulz on December 28th, 2021 | 11:30 CET
Tesla, Altech Advanced Materials, BYD - The battle for the battery of the future
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.
Read
Commented by André Will-Laudien on June 22nd, 2021 | 12:07 CEST
Varta, BYD, NIO, Tesla, Almonty Industries - Battery becomes next billion-dollar topic!
The extent to which reality sometimes diverges from stock market trends is especially noticeable in hotly traded stocks. Early last week, it was the postponement of CureVac's vaccine launch that caused the stock price to lose 50% briefly. Then on Friday, there was the virtual AGM of Varta AG. The mood was very good in the run-up and the share reached a 5-month high of EUR 142. But then there was a correction of over 10% and the price found itself yesterday at EUR 127. The reason: premium manufacturers like Porsche are now going into battery research themselves. This opens up a competitor for Varta among the intended customers - they certainly had not bet on this, but the battery issue is a billion-dollar thing!
Read
Commented by André Will-Laudien on March 15th, 2021 | 08:51 CET
TESLA, NIO, Kodiak Copper: E-mobility drives the copper price!
The copper shortage continues as demand continues to rise steadily. The battery of an electric car uses about three to four times as much copper as a conventional combustion vehicle. It should also not be forgotten that the charging infrastructure's construction also requires considerable amounts of copper. And growth in renewable energies is also driving demand. Last year, the largest copper mine in the world was again the Escondida mine in Chile's Atacama Desert. With a production of 1.2 million tons, it alone accounts for about 5% of global output. However, Chile will not be able to meet the world's copper demand on its own.
Read
Commented by André Will-Laudien on January 7th, 2021 | 10:06 CET
Nevada Copper, Glencore, Tesla: E-mobility seeks copper!
Almost unnoticed, the copper price recently climbed to a 7-year high. No wonder, because the political efforts favoring e-mobility are intensified nearly every week! The complete changeover to the "electric car" is seemingly a done deal in Brussels. Regardless of the never-ending discussions about the lopsided eco-balance concerning battery production & disposal, the political will is spreading among the population. With tax incentives, the topic of "solar energy" could also be pushed forward, so why shouldn't company fleets and company cars be promoted appropriately. The consumer often feels good about the income tax, and we can recite a 7-verse poem about this topic in Germany.
Read