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Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG

Dr. Thomas Gutschlag
CEO | Deutsche Rohstoff AG
Q7, 24, 68161 Mannheim (D)

info@rohstoff.de

+49 621 490 817 0

Interview Deutsche Rohstoff AG: "We can imagine additional investments in the field of electromobility."


Steve Cope, President, CEO and Director, Silver Viper

Steve Cope
President, CEO and Director | Silver Viper
1055 W Hastings St Suite 1130, V6E 2E9 Vancouver (CAN)

info@silverviperminerals.com

+1-604-687-8566

Interview with Silver Viper: Future price drivers and takeover fantasy


Karim Nanji, CEO, Marble Financial

Karim Nanji
CEO | Marble Financial
1200-1166 Alberni Street, V6E 3Z3 Vancouver (CAN)

info@marblefinancial.ca

+1-604-336-0185

Interview with Marble Financial: Fintech innovator plans expansion into the US


17. March 2021 | 12:50 CET

Rock Tech Lithium, Varta, Volkswagen - The German battery is coming!

  • Lithium
Photo credits: pixabay.com

If the statements of German board members are to be believed, Tesla is now facing a strong headwind from Europe. Tesla will invest around EUR 6 billion in the Gigafactory near Potsdam. Industry analysts estimate that the German automotive industry will invest around EUR 25 billion in the development of e-mobility in 2021 alone. The industry has woken up, leaving the sleeper car and meeting for a strategy session in the front railcar. It is time to look at stocks that can live up to this trend because they have recognized the signs of the times.

time to read: 4 minutes by André Will-Laudien


Dirk Harbecke, Executive Chairman, RockTech Lithium Inc.
"[...] In 2020, the die is finally cast in the automotive industry towards electromobility. [...]" Dirk Harbecke, Executive Chairman, RockTech Lithium Inc.

Full interview

 

Author

André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

About the author


Volkswagen - Power Day creates clarity

This put even Tesla's Battery Day in the shade. The world's second-largest automaker announced a complete strategy shift toward e-mobility. Over the last few quarters, restraint could still be felt on this topic, but now the floodgates seem to be open.

2020 also brought a big damper for VW, as the Volkswagen Group's global vehicle deliveries fell 15.2% to 9.3 million units in fiscal 2020 due to the Corona pandemic. After-tax profits dropped to EUR 8.8 billion. But now there is a range of announcements. A total of 6 Gigafactories are to be built in the next 5 years, by which time there will also be 18,000 fast-charging stations in Europe. In 2021, Volkswagen plans to release more e-models, and 1 million electrified vehicles will already be delivered this year.

In 2020, there was more than a threefold increase in VW's EV sales and a 175% increase in plug-in hybrids. Over the next 3 years, these shares will grow explosively. In China, Volkswagen plans to build 17,000 charging stations by 2025; by comparison, Tesla currently operates 20,000 fast-charging stations worldwide.

The VW Group now wants to return to its usual profit strength in the coming years by expanding its platform strategy. While Norway is already banning new internal combustion engines from 2025, Sweden, Denmark, the UK, the Netherlands, Israel and India are not planning to take this step until 2030. VW continues to refuse to comment on a timeframe for the end of the internal combustion engine, but Audi has announced that it would not develop a new generation of internal combustion engines from now on.

If you listen carefully to Herbert Diess' words, it becomes clear: Germany has now mentally arrived in the e-mobility age - and our virtues are reliability and thoroughness. That sounds like full throttle! Whether it will continue to fuel the share will be seen because the value has already risen by 40% in 2021 alone.

Varta - It's faster with the car battery after all

Who would have thought it? A month ago, there were figures from Varta, which were somewhat disappointing in their entirety. The share fell like a stone from EUR 180 to around EUR 100. Overall, the markets found too little information in the communication regarding the automotive battery sector plans. But now it is out, and the planned entry into e-mobility is again boosting the share price. Is the share now set for a quick comeback?

The Swabian Company wants to produce modern battery cells for electric cars and is currently building a production line for this purpose at its headquarters in Ellwangen. According to a report in WirtschaftsWoche, the new 21700 battery cell will initially find its use primarily in high-performance e-cars as a short-term accelerator or in new types of drive concepts. According to the report, negotiations with several car manufacturers are already underway, and more detailed information is expected in the coming weeks.

With this step, Varta is venturing into a still young but fiercely competitive market segment dominated primarily by Asian companies and the US carmaker Tesla. Should Varta succeed in gaining a foothold in this area with appropriate partnerships, the growth potential is enormous.

Yesterday, the reaction on the stock exchange was correspondingly euphoric. By midday, the share price had already reached just under EUR 130, and it was able to hold steady at EUR 129 until the evening. Whether the explosive rise will last remains to be seen. The critical thing for Varta will be how quickly and concretely it comes to a joint development table with the automotive industry.

Rock Tech Lithium - A Canadian Lithium Stock with German Management

In September 2020, Dirk Harbecke (Chairman of Rock Tech Lithium) said, "What is still underestimated in the broad population is really that we are dealing with a revolution here. Batteries will continue to change our whole society further and further!" A statement with foresight, as even then he spoke of the "Golden Decade for lithium-ion batteries." However, his words have taken on a new significance in recent days because the car manufacturers have made up their minds. Registration rates in Germany speak the same language for consumers: in 2020, 2.9 million vehicles were registered, and the number of electric and hybrid cars increased by 200%. In February, electric vehicles already accounted for 9.4% of total registrations, and hybrid vehicles were even stronger at 27.1%.

Rock Tech Lithium wants to support the sustainable mobility turnaround, and it takes that into account in its production processes. Ultimately, it is about lithium's availability, or more precisely, about so-called converters, which represent the necessary technical infrastructure for lithium processing. When production of the coveted lithium begins in 2023, all the necessary precautions will have been taken to supply Germany with this essential raw material. The Company is already talking to major German customers who will later purchase the production volumes.

Following the recent publicity of the entry of several anchor investors, Rock Tech now expects to put financing for the lithium converter in place towards the end of 2021. This includes completing the plant design, the site decision and the conclusion of initial supply contracts. The prerequisite is the start of lithium hydroxide production in the Company's pilot plant from the spring; this creates the so-called "proof of concept" for the subsequent major investment.

Due to the positive outlook, the market capitalization has already increased tenfold compared to the middle of last year. The management's expectations have been fulfilled in the best possible way because now the industry is under power - Volkswagen and Varta are among the main protagonists. Rock Tech Lithium will gain proper momentum as an essential raw material supplier.


Author

André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

About the author



Conflict of interest & risk note

In accordance with §34b WpHG we would like to point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH may hold long or short positions in the aforementioned companies and that there may therefore be a conflict of interest. Apaton Finance GmbH may have a paid contractual relationship with the company, which is reported on in the context of the Apaton Finance GmbH Internet offer as well as in the social media, on partner sites or in e-mail messages. Further details can be found in our Conflict of Interest & Risk Disclosure.


Related comments:

14. April 2021 | 08:18 CET | by Nico Popp

BYD, Rock Tech Lithium, Varta: The mobility revolution starts now

  • Lithium

Nowadays, when major automakers run commercials, they are almost always exclusively ads for electric cars. Even if e-cars were a fig leaf for automakers until recently, they are now getting serious. Volkswagen announced an electrification offensive weeks ago and emphasized its intention to invest massively in its supply chains, referring to battery metals and batteries. This commitment is also urgently needed - competitors from the Far East have already come a long way.

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08. April 2021 | 09:32 CET | by Stefan Feulner

Volkswagen, Rock Tech Lithium, NIO - It is getting dramatic for Germany!

  • Lithium

Metal processing industries and steel manufacturers in Germany are increasingly reporting delivery problems and rising costs resulting from significantly increasing raw material prices. Due to the strong growth in demand resulting from the energy transition, it is becoming increasingly difficult to secure the supply of raw materials in the long term. The dependence on China, which currently has a virtual monopoly on many metals, has been evident for a long time. As early as 2008, the then German President Horst Köhler called for a raw materials strategy for the Federal Republic. Little has happened since then, but the bottleneck is steadily approaching. According to the motto of a former SPD politician: "Germany is doing away with itself."

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23. March 2021 | 13:56 CET | by Carsten Mainitz

Varta, Rock Tech Lithium, Millennial Lithium - all signs point to growth

  • Lithium

Electromobility and technology are inextricably linked to the topic of energy storage. Leading scientists predict lithium batteries and lithium-ion batteries will continue to dominate this decade. Market experts predict a fivefold increase in lithium demand by 2025. In this context, it is becoming increasingly important that lithium deposits outside China are developed to create the greatest possible security of supply. We introduce you to two companies that could become important lithium producers in the future. We also take a closer look at Varta's plans to enter the e-mobility market. Who is the most significant yield driver for your portfolio?

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