Close menu

December 9th, 2021 | 05:01 CET

Rock Tech Lithium, Noram Lithium, Volkswagen: The highflyers of tomorrow

  • Lithium
Photo credits:

Today, batteries for electric cars are still primarily imported from Asia. But soon, most batteries manufactured in Germany should also come from Germany. A number of factories are already under construction in Salzgitter, Göttingen, Erfurt, Kaiserslautern and Grünheide. All these production sites are united by the need for lithium. No wonder that this critical element is becoming increasingly expensive. Shares in lithium companies, therefore, offer opportunities.

time to read: 3 minutes | Author: Nico Popp
ISIN: ROCK TECH LITHIUM | CA77273P2017 , Noram Lithium Corp | CA65542K1030 , VOLKSWAGEN AG VZO O.N. | DE0007664039

Table of contents:

    Rock Tech Lithium: Recycling as an ace up the sleeve

    One of the best-known investment stories around lithium is the German-Canadian Company Rock Tech Lithium. The Company plans to mine lithium in Canada in an environmentally friendly way and process it in Germany. A factory is planned for this purpose in Brandenburg, near Tesla. In the long term, Rock Tech Lithium is already thinking ahead and emphasizes that by 2030, around half of the lithium it needs will come from the circular economy. This perspective sounds promising, especially from an ESG perspective - after all, recycling is generally even better than any mining, no matter how sustainable.

    Rock Tech Lithium's share price staged a spectacular rally in late summer. Then an expected consolidation set in, and Omicron put additional pressure on the share price. However, as lithium prices are rising in parallel and the paradigm shift towards electric mobility is unstoppable, investors can see opportunities in the now more favorable prices. Rock Tech Lithium is well-positioned and scores with a long-term recycling strategy. However, based on the development of the past few months, it cannot be said that the share is at the beginning.

    Noram Lithium: Figures convince the market

    The situation is somewhat different for the US lithium company Noram Lithium. Noram operates the Zeus lithium project in Nevada and estimates that there are large quantities of lithium on the property, which can also be mined economically. Just recently, the Company published a preliminary economic feasibility study. The key data: A net present value of USD 1.29 billion, an internal rate of return (IRR) of 31%, and a break-even price of just USD 4,016.60 per ton of LCE LOM. According to Noram Lithium, the project could pay for itself after taxes in as little as 3.23 years. Furthermore, the Company points out that a possible extraction would result in comparatively little overburden and that other environmental impacts should also be low.

    Sandy MacDougall, CEO of Noram Lithium, commented, "This study is the most significant milestone to date for Noram and establishes us among a limited peer group as the newest, low-cost, high-grade, near-term lithium producer in North America. I am very pleased with what our team has accomplished quickly, on schedule, and at the right time given current and projected lithium carbonate demand." In 2022, Noram said it plans to "aggressively work toward establishing the preliminary feasibility stage." Noram Lithium's stock has already reacted positively to the key economic feasibility data, exiting a sideways move that has lasted for months on the upside. The Company, which in addition to the USA, also names Europe and Asia as potential target markets, is definitely interesting.

    Volkswagen: What is going on with Porsche?

    A rumor heard from VW circles a few days ago was quite interesting and quickly made the rounds on the market: According to this rumor, Volkswagen is planning to float part of Porsche on the stock exchange. According to the rumor, the Piëch family wants to sell shares in Volkswagen to take over Porsche shares. However, the family is to remain in charge of VW thereafter. The measure could provide Volkswagen with the necessary funds to continue investing in future technology. Since Volkswagen and Porsche are now closely intertwined, Porsche should also benefit from these investments. While such ramifications are not usually well-received in the market, VW's stock recently made a joyous leap. Since early summer, however, the share has been on a downward trend - only a jump above the EUR 200 mark will restore hope in the medium term.

    Although Volkswagen is on the right track and is rightly considered one of Germany's electric pioneers, the transformation is also a challenge. Growth companies such as Rock Tech Lithium or Noram Lithium could be more promising for investors. The latter Company is at an earlier stage, which could promise more momentum.

    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.

    Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.

    The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered here. Please also note our Terms of use.

    Der Autor

    Nico Popp

    At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

    About the author

    Related comments:

    Commented by Stefan Feulner on November 30th, 2022 | 12:01 CET

    Profit now from the energy transition - Rock Tech Lithium, Power Nickel, Shell

    • Mining
    • Lithium
    • Electromobility

    In the past, the internal combustion engine was at the center of the automotive industry, but this is now to change as quickly as possible in order to achieve the specified climate targets. Electrification is the magic word. However, there are high hurdles to overcome in implementing this. For example, it is still not certain whether the battery metals required for this, such as lithium, cobalt, copper and nickel, are available in sufficient quantities. Demand for the critical metals already exceeds supply. The beneficiaries are undoubtedly the producers of the scarce goods.


    Commented by Nico Popp on November 9th, 2022 | 10:07 CET

    The second Rock Tech Lithium? This is how Mercedes-Benz profits! Jack of all trades Infinity Stone Ventures

    • Mining
    • Lithium

    Anyone who has followed analysts' reports on lithium over the past few years knew that the price of this critical raw material for batteries was about to rise exponentially, reminiscent of the gloomiest forecasts of the pandemic - only extremely positively. Putting the actual price curve next to it shows that lithium has shot up almost vertically in recent years and has already reached the level of the 2030 forecasts. Using three stocks as examples, we outline what this means and how investors can take advantage of this market anomaly.


    Commented by Stefan Feulner on November 2nd, 2022 | 10:24 CET

    BYD, Infinity Stone Ventures, Rock Tech Lithium - Profiteers of the energy transition

    • Mining
    • Lithium
    • Electromobility
    • Commodities

    Electromobility plays a central role in achieving the ambitious goal of climate neutrality by 2050. Despite current production difficulties in the automotive industry due to the ongoing chip shortage, global supply chain problems and the effects of the war in Ukraine, demand for battery-powered vehicles continues unabated worldwide, as can be seen from the sales figures of electric car manufacturers. However, there is a problem here: the critical raw material lithium is already becoming scarce for the production of electric batteries. As a result, the already high prices are likely to rise further in the long term - to the advantage of the lithium producers.