Close menu




XPeng Inc ADR

Photo credits: pixabay.com

Commented by Stefan Feulner on July 4th, 2023 | 07:30 CEST

Records upon records at Tesla, BYD, Almonty Industries and XPeng!

  • Mining
  • Tungsten
  • Electromobility

Led by the innovation driver Tesla, which delivered better-than-expected quarterly delivery figures, Chinese competitors also boasted record sales. Thus, Elon Musk's plan to boost volumes through discounts worked. The increasing sales raise the demand for critical metals for the production of electric vehicles, benefiting the producers of these scarce resources in the long run.

Read

Commented by Stefan Feulner on September 6th, 2022 | 10:43 CEST

XPeng, Infinity Stone Ventures, Rock Tech Lithium - Enormous growth potential

  • Mining
  • Lithium
  • Electromobility
  • Batteries

Bad news for all BYD shareholders, stock market legend Warren Buffett is selling off part of his shares, causing the recently strongly performing stock to falter. Despite the short-term share price turbulence of the Chinese market leader, e-mobility is set for exponential growth in the coming years due to the achievement of climate targets. This development, in turn, is fueling global lithium demand. The raw material needed to build electric car batteries is already becoming scarce. The main beneficiaries of the shortage are likely to be producers of the metal.

Read

Commented by Stefan Feulner on August 25th, 2022 | 10:38 CEST

Rock Tech Lithium, Globex Mining, XPeng - Time to act

  • Mining
  • Commodities
  • Lithium
  • Electromobility

It is all or nothing for climate change. The supply of critical raw materials is already barely guaranteed in the Western world for many urgently needed materials. Dependence on China is crushing. The Canadian government has now signed memoranda of understanding with German automakers Volkswagen AG and Mercedes-Benz Group AG to develop supply chains for nickel, lithium, cobalt and other key minerals used in electric vehicles. At least this is a first step, but it will be far from sufficient. The primary beneficiaries, on the other hand, are the mining companies, especially in North America.

Read

Commented by Stefan Feulner on July 4th, 2022 | 12:11 CEST

Extreme growth in demand for Ganfeng and Edison Lithium, XPeng and NIO with solid sales figures

  • Electromobility
  • Lithium

The auto industry faces a massive supply problem in the coming years. The reason for this lies in the exploding demand for lithium, an elementary raw material for electromobility. While the lithium market was 33,000t per year globally in 2015, it rose to 85,000t by 2022. By 2030, when the German government plans to have 15 million electric cars on German roads, experts predict an annual demand of up to 400,000t. There is already a clear shortage of supply. The profiteers here are the lithium producers. After a sharp correction in the lithium sector, new opportunities are opening up in the long term.

Read

Commented by Stefan Feulner on May 4th, 2022 | 10:22 CEST

BYD, Nevada Copper, XPeng - New opportunities for copper shares

  • Copper
  • Electromobility

After a brilliant year on the stock market in 2021 and reaching new 10-year highs, the copper price reached new highs again at the beginning of March, after the start of the Ukraine conflict. Since then, the base price has been correcting at a high level. However, due to the plan of politicians to practice an even faster switch to renewable energies, the demand for the elementary red metal is increasing significantly. Experts forecast a new supercycle for the next few years. Producers of the scarce commodity are the primary beneficiaries of this trend.

Read

Commented by Stefan Feulner on February 3rd, 2022 | 10:19 CET

TeamViewer, Kodiak Copper, XPeng - Opportunities after the setback

  • Copper

It is numbers season again. The Goeppingen-based company TeamViewer achieved its forecasts, which had been revised downwards twice. Whether the remote maintenance business is sustainable after the pandemic has subsided remains to be seen. By contrast, demand for raw materials for the energy transition is almost sure to be sustainable. In particular, the eminently essential copper is likely to be subject to a further increase in demand for years to come.

Read

Commented by Stefan Feulner on November 25th, 2021 | 13:42 CET

XPeng, Meta Materials, Aixtron - Welcome to the Metaverse

  • Technology

Sound fundamental analysis is essential to be successful in the stock market in the long term; at least, this was the basic rule before the Reddit hype about GameStop & Co. The news that Facebook wants to reinvent itself under the name "Meta" prompted investors to buy shares in the Company of the same name. The Company is quite promising and has great potential in the long term due to the development of new materials for 5G, photovoltaics and consumer electronics. From our side, "Congratulations, dear Meta shareholders."

Read

Commented by Stefan Feulner on October 29th, 2021 | 14:13 CEST

XPeng, Graphano Energy, K+S - The fear of emptiness

  • graphite

There are shortages in all sectors. In addition to the chip shortage, which is affecting the automotive industry, there are also shortages of metal, plastic, and even packaging material for Christmas presents. Even at technology giant Apple, there is concern about whether the all-important final quarter can be spared supply disruptions due to fragile global supply chains. There is no end to this problem in sight in the longer term; on the contrary, the shortage of raw materials due to the energy transition exacerbates this circumstance.

Read

Commented by Stefan Feulner on October 13th, 2021 | 12:19 CEST

XPeng, Central African Gold, Volkswagen - It will not work without metals

  • Gold

Decarbonization is the magic word when it comes to achieving the ever-tighter climate targets. The phase-out of coal and the move away from fossil fuels, oil and natural gas is a done deal. However, considerable quantities of copper, lithium, cobalt and nickel are needed to ensure the energy turnaround, whether for electromobility, solar or wind technology. A limited supply is already matching the enormous demand. A stalling of ambitious plans is already preprogrammed.

Read

Commented by Stefan Feulner on August 30th, 2021 | 13:22 CEST

BYD, AdTiger, Xpeng - Way clear for further share price gains

  • Digitization

As expected, the highly anticipated symposium in Jackson Hole turned into a non-event. Although FED Chairman Jerome Powell is concerned about inflation at current levels, he considers the price increases to be a temporary phenomenon that does not require any changes in key interest rates. Nor was a specific date given for scaling back bond purchases. The ultra-loose monetary policy is thus preparing the ground for further price rises in the asset classes of equities, real estate and precious metals.

Read