Batteries
Commented by Fabian Lorenz on August 2nd, 2023 | 09:55 CEST
Nikola Motors share unstoppable: Strong news also from BASF and Manuka Resources
Forget about a recession. These stocks are on the fast track or the verge of a breakout. For example, the Nikola share gained more than 15% in value yesterday. The reason was a new order in the US. This means that the shares of the manufacturer of zero-emission trucks have multiplied within two months. The Manuka Resources share could also be on the verge of a breakout. Due to the ramped-up gold production, exploration activities are expected to be financed through the next three years. An added kicker for the Australians could be their involvement in battery raw materials. As for BASF, the recent profit warning hardly affected them. Analysts express positivity, but the possibility of a dividend cut remains on the table.
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Commented by André Will-Laudien on August 1st, 2023 | 08:20 CEST
Which now? Battery power or hydrogen? BYD, Altech Advanced Materials, BASF, Nikola Motors
The question of what future mobility will look like has yet to be entirely resolved. Currently, the governments in office are propagating the electric drive. However, after the fire on the "Fremantle Highway" in the North Sea, the question of the safety of the Li-ion batteries currently in use has arisen again. And who will pay for the EUR 500 million damage to the wrecked freighter? This does not even take into account the possible ecological inferno for the North Sea. EV batteries are expensive and require enormous resources to produce, yet there is no legal obligation to dispose of used batteries properly. Very short-term thinking, but Berlin is currently shining on issues of a curious nature. Where are the opportunities for us investors?
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Commented by Stefan Feulner on July 27th, 2023 | 06:50 CEST
RWE, Regenx Tech Corp., Varta - Under the spell of the numbers
The number season for the first half of 2023 is currently reaching its peak. Google parent Alphabet was able to beat analysts' expectations. In contrast, Deutsche Bank reported lower profits than expected. Due to weaker potash fertilizer prices, K+S AG had to lower its profit forecasts. In addition, there were further surprises that will likely affect future share prices.
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Commented by Armin Schulz on July 25th, 2023 | 10:05 CEST
Manuka Resources, JinkoSolar, BYD - Vanadium, a critical raw material in the energy transition
The energy transition is a crucial step towards a sustainable energy supply. The storage of solar energy and the optimization of batteries for electric vehicles are important topics in this context. Vanadium can play a key role in these areas. The critical raw material is used in the battery industry as a cathode material in redox flow batteries, primarily for energy storage. Whether vanadium will also find its way into batteries for electric vehicles remains to be seen. Originally, the material was used as an important alloying metal in structural and tool steels to refine the steel.
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Commented by André Will-Laudien on July 24th, 2023 | 08:20 CEST
BYD, Varta and FREYR - who will build the perfect battery? First Phosphate with a big deal!
E-mobility is still in its infancy globally, with just 25.9 million pure electric vehicles on the road out of around 1.3 billion vehicles worldwide. The share is, therefore, just under 2%. Nevertheless, sales are growing strongly, especially in China, Europe and the US. China is the most important production country for electric cars. It is forecast that around 13 million e-cars will be produced in the Middle Kingdom in 2023, more than in Germany and the US combined. The production costs of e-cars are still significantly higher than those of combustion engines. The main price drivers are the batteries, which use rare metals in their production. China's dominance in the field of battery innovations is currently still very pronounced. Where are the opportunities for investors?
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Commented by Stefan Feulner on July 24th, 2023 | 08:00 CEST
SAP, Altech Advanced Materials, Varta AG - Positive surprises
The first six months of the stock market year 2023 are already history and have been one of the more successful ones, despite uncertainties due to high inflation rates and growing geopolitical tensions. The German benchmark index DAX alone put in a performance of over 16%. The reporting season for the first half of the year is currently underway. Many companies were able to surprise positively, which should speak for further rising share prices.
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Commented by Juliane Zielonka on July 20th, 2023 | 06:40 CEST
High-tech as an investment opportunity - how Almonty Industries, NVIDIA and FREYR Battery are profiting from the boom
With KT's Mine Safety DX technology, tungsten producer Almonty Industries is conducting pioneering work in the Sangdong mine in South Korea. The solution enhances worker safety and promotes efficient mining practices, a sign of strong ESG commitment. Due to its high density, comparable to gold, tungsten is used in aerospace, automotive, sports and telecommunications applications. NVIDIA is also going high-tech, building the world's first supercomputer to give companies quick and easy access to AI. Norwegian company FREYR Battery, on the other hand, can look forward to EUR 100 million in EU funding as a non-member. Why? Find out here.
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Commented by Stefan Feulner on July 18th, 2023 | 07:10 CEST
FREYR Battery, Manuka Resources, Nio - The profiteers of the battery revolution
The future of batteries promises a revolution in energy storage. Advances in technology are enabling efficient storage systems that promote sustainable renewable energy integration. Tomorrow's batteries will play a central role in transforming our energy infrastructure. Following the correction of recent months, there are promising long-term opportunities for both manufacturers and producers of the required raw materials.
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Commented by Juliane Zielonka on July 7th, 2023 | 07:00 CEST
Grid Metals Corp., FREYR Battery, Mercedes-Benz - Mega opportunity in electrification: Lithium demand increases worldwide
The world is being electrified, and that requires resources! Canadian company Grid Metals Corporation, an exploration and development company located in Manitoba and Ontario, offers these resources. Grid Metals has now received initial drill results from the Donner Lake area, which is a promising lithium region. Manitoba's strategically valuable location makes it ideal for leveraging trading relationships with the US. Meanwhile, Norwegian company FREYR Battery posted a 33.19% share price increase after successfully assembling and charging the first semi-automatic lithium-ion battery cells at its facility. The Company plans to deliver samples to customers before the end of the second half of the year. Mercedes-Benz focuses on high-quality luxury vehicles to benefit from higher margins and affluent customers. A devastating accident occurred within the group at the Daimler Truck plant, which impacted the balance sheet.
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Commented by Fabian Lorenz on July 6th, 2023 | 07:00 CEST
Battery revolution in Germany: BYD, BASF, Altech Advanced Materials
Negative electricity prices? Last weekend, it happened again. In the meantime, 1 megawatt-hour of electricity costs minus EUR 500. It is a pity that there are no large-scale energy storage systems - YET. Altech Advanced Materials is working together with Fraunhofer IKTS on the next-generation battery, and it is "Made in Germany." The next milestone is due this year, and the FAZ sees room for improvement in the share price. Analysts see no room for improvement in BASF shares and recommend "sell". However, the DAX-listed company has just commissioned a battery factory, and demand is said to be high. BYD is also benefiting from high demand. Will the Chinese company soon be producing their e-cars in Germany?
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