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January 21st, 2022 | 11:02 CET

Samsung SDI, Altech Advanced Materials, Manz - Power stocks!

  • Technology
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How is the energy turnaround to be achieved exclusively with renewable energy generation? The sun does not shine at night, and the wind does not blow every day. The answer is energy storage. Batteries and accumulators will play an increasingly important role in the future. Whether for electric vehicles of all kinds (pedelecs, automobiles, buses) or as intermediate storage for renewable energies (at home on a small scale or in wind and solar parks on a large scale). Without new and increasingly efficient storage technologies, the world will not achieve climate neutrality. These three "power stocks" should benefit massively from this development.

time to read: 4 minutes | Author: Carsten Mainitz
ISIN: SAMSUNG SDI GDR(144A)/4 | US7960542030 , ALTECH ADV.MAT. NA O.N. | DE000A2LQUJ6 , MANZ AG | DE000A0JQ5U3

Table of contents:

    Samsung SDI - Global leader in large-scale storage batteries

    The global leader in large storage batteries is the South Korean Company Samsung SDI. Since the beginning of the year, the Company has bundled all its battery activities under the new brand "PRiMX" - "Prime Battery for Maximum Experience". The announcement to focus on new materials and better quality control mechanisms in the future is trend-setting.

    A cathode with a high nickel content and a reduced cobalt content will be used in the future. Silicon is envisaged for the anode, which should make the cells suitable for new, high-energy fast charging processes. Samsung SDI will also equip its quality control with artificial intelligence to detect defects even faster and more reliably using learning machines.

    The Company also recently announced that it had entered pilot production of cylindrical batteries like Tesla will use in its vehicles starting in 2023. Advantages of the new battery include higher energy density and an associated increase in production capacity. Samsung SDI currently has a clear lead in the development of this battery type. Industry experts suspect that Samsung SDI will supply its batteries to Tesla initially, as their battery production setup is currently lagging. That could allow Samsung SDI to make up ground in the ranking of major car battery producers in the future.

    Altech Advanced Materials - Innovative battery electrode technology from Germany

    Schwarze Pumpe is currently a hub of battery technology. Located south of Cottbus in the Lausitz region, the Heidelberg-based Company Altech Advanced Materials has chosen the town as the site for its new plant for nanocoating battery materials with high-purity aluminum oxide (HPA). This technology prevents the deposition of lithium particles on the electrodes, reducing the storage capacity during the next charging process and impairing the flow rate of the ions. In this way, the performance of lithium-ion batteries can be increased by 8% - 10% and their service life significantly extended by 20% - 30%.

    Only recently, the Company succeeded in coating silicon anodes with high-purity aluminum oxide in addition to the classic carbon cathodes. The main shareholder is the Heidelberg-based investment company Deutsche Balaton AG, which holds around 66% of the Company's share capital. The Company has not yet announced exactly when the groundbreaking ceremony for the new test facility in Schwarze Pumpe is to take place. Planning and approval procedures are currently underway with the municipality of Spreetal. At the highest stage of expansion, the plant is expected to employ 150 people. If successful, it is also planned to establish a raw materials production facility.

    The Company's choice of location was justified by the fact that several battery manufacturers are located in the vicinity. Tesla's Gigafactory, for example, is being built in Schwarzheide, just 45 km away. It is here that Altech Advanced Materials also sees its potential clientele. The Company has set itself the ambitious goal of becoming the world market leader in the nanocoating of battery materials.

    Manz - Major order from the UK

    Anyone who automatically thinks of Manz AG as a manufacturer of semiconductors, displays and solar modules is not entirely wrong. However, the Company laid the foundation for its entry into the construction of equipment for the production of lithium-ion batteries back in 2008 with the acquisition of the Tübingen-based engineering company Christian Majer. The know-how was further expanded in 2014 with the acquisition of the mechanical engineering division of Kemet Electronics Italy. These capabilities are now increasingly benefiting Manz.

    In the fall of 2021, the Company received an order in the double-digit millions from BMW to set up a highly integrated battery production line. Now came the next significant order, this time from the UK. The giant startup "Britishvolt", which is preparing to build the first gigafactory for e-car batteries on the island and whose value is already estimated by investors at more than USD 1 billion, has commissioned Manz to build a production capacity of 4 GW. This order is worth around EUR 70 million. Further orders are likely to follow given a production capacity of 30 GW planned in the highest expansion stage. However, this will only happen in the next few years. Battery production is not scheduled to begin until 2023.

    As a result, Manz can look forward to rich revenues in the future in addition to its solar and semiconductor business, which is running brilliantly anyway. A few days ago, Manz received a new order to set up a Fan Out Panel Level Packaging (FOPLP) system for the simultaneous packaging and coating of microchips with an additional metal layer to further optimize the performance parameters of the chips (redistribution layer). Manz is the world's only supplier of turnkey production lines for this process.

    Battery technology is a future technology. Companies in this field are likely to be among the stock market winners in the coming years. Anyone who wants to invest here can do so relatively safely with Samsung SDI and Manz. Those willing to take a higher risk certainly have the greatest profit potential with Altech.

    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 hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

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    Der Autor

    Carsten Mainitz

    The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

    About the author

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