Batteries
Commented by Stefan Feulner on March 4th, 2024 | 07:30 CET
C3.ai, Altech Advanced Materials, BYD - Ready for the rebound
The major stock market barometers, the DAX and Dow Jones, continue to surge and rush to new highs almost daily. Currently, one of the hottest sectors is the semiconductor industry, which is reporting record figures due to the emergence of artificial intelligence. In contrast, another future topic, electromobility, is currently in correction mode. Market leaders such as Tesla and BYD have seen their stock market value fall dramatically. Currently, it appears that these stocks have found a bottom from which the next upward movement could begin.
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Commented by Stefan Feulner on February 27th, 2024 | 07:15 CET
BYD, Edison Lithium, Nikola - Electromobility continues to advance
The German government's decision to stop the environmental bonus has caused a drastic decline in new registrations of electric cars in Germany. After almost 55,000 battery-powered vehicles in December, the number dropped to 22,500 in the first month of the year. According to ADAC, citing data from the Federal Motor Transport Authority, the percentage share of electric vehicles in total new registrations plummeted from 22.6% to 10.5%. By contrast, the situation outside Germany looks considerably more positive. Around 1,120,000 new registrations were registered in the US in 2023, representing a growth of 54%. China remains by far the largest market, with 6.66 million electric vehicles sold, and the growth curve continues to rise at 24%.
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Commented by Armin Schulz on February 26th, 2024 | 07:00 CET
Plug Power, First Hydrogen, Daimler Truck - Hydrogen: the game changer in transportation
The rapid development of electromobility has undoubtedly brought many advantages. However, there are some questions regarding its suitability for use in commercial transportation. The issues concerning the weight of the batteries, the long recharging time, and the limited range cannot be ignored. In view of these facts, it is questionable whether electric vehicles can completely replace diesel fuel in commercial transportation. There is a need for further technological advances, such as hydrogen propulsion. Although hydrogen has not yet received the same level of attention as electric vehicles, its potential suggests that it can solve the current problems.
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Commented by Fabian Lorenz on February 20th, 2024 | 08:00 CET
Sell Varta shares? Nel and Altech Advanced Materials with new opportunities
The bad news for Varta seems to be unending. First, a cyber attack paralyzed the Company. Now, analysts are lowering their thumbs and recommending selling the share. Estimates for the years 2024 and 2025 have been lowered. As a result, Altech Advanced is increasingly becoming the German battery hopeful. Even though Altech's share price has declined significantly in recent months, the Company is on track operationally. The current year will be exciting. Things also remain exciting for hydrogen shares. While Nel and Plug Power & Co. still need to prove the future viability of their business models, they are receiving billions in support.
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Commented by Stefan Feulner on February 19th, 2024 | 07:00 CET
Renk, Manuka Resources, and Airbus with explosive news
Germany's leading index, the DAX, managed to surpass the 17,000-point mark significantly this week, reaching a new all-time high at 17,198.50 points. After a weak IPO year in Germany in 2023, in which only three companies dared to go public, the Renk Group set an exclamation mark with a rocket launch. Whether the high level of the DAX can be maintained will also depend on Allianz, Fresenius and Heidelberg Materials, which will publish their figures for the past financial year in the coming week.
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Commented by Juliane Zielonka on February 15th, 2024 | 07:00 CET
Manuka Resources, Delivery Hero, Siemens Energy: Project innovations for significant growth
Vanadium is a critical raw material that is considered an important addition to conventional lithium-ion batteries due to its high energy density. It is used in electric vehicles as well as in vanadium redox flow batteries for long-term storage of renewable energy. Manuka Resources is on the verge of developing a vanadium area off the coast of New Zealand and is securing fresh capital for this purpose. Delivery Hero is also talking about opening up new regions. Expanding international business for the Berlin-based platform operator is one of the priorities for 2024. Siemens Energy is also focusing on expansion. The Germans are heading far west, to 'the land of the free and the home of the brave'...
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Commented by Stefan Feulner on February 5th, 2024 | 07:30 CET
Nikola, First Hydrogen, Nel ASA - Upheavals create enormous potential
After the hype in the hydrogen sector at the beginning of the decade, in which companies such as Plug Power, Nel ASA and others rose to crazy valuation levels, a phase of calming and normalization followed. In retrospect, it was no surprise that these stocks lost over 90% of their value. Nevertheless, the hydrogen fuel cell sector is on the move. New players are entering the market whose innovations could knock the top dogs off their thrones. However, there is no doubt that this sector has a bright future due to climate change.
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Commented by Juliane Zielonka on February 2nd, 2024 | 07:15 CET
BYD, Edison Lithium, Siemens Energy - Which energy transition stocks are worth considering now
The global energy transition is being shaped by key players in electromobility and renewable energies. The Chinese car manufacturer BYD continues its expansion in Europe with a new production facility for passenger cars in Hungary. BYD also focuses on sodium-ion batteries as an alternative to lithium-ion batteries for budget and mid-range models. The junior explorer, Edison Lithium, plays a decisive role here in the procurement of raw materials for battery production. Edison Lithium can meet the demand for raw materials for sodium-ion batteries with flying colours and is using this strategic move to its advantage. Edison Lithium's sites are all located in Argentina, which is back on the geopolitical trading floor thanks to its new president, Javier Milei. Siemens Energy, on the other hand, posted solid quarterly results despite ongoing challenges at offshore wind turbine problem child Siemens Gamesa. The Company is increasingly breaking away from its former parent company, Siemens, and will appoint two high-calibre individuals to the Supervisory Board to drive the transformation further.
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Commented by André Will-Laudien on January 16th, 2024 | 07:15 CET
E-mobility boom 2024, when will the German vehicle market take off? BYD, Edison Lithium, VW, BMW
The last word in e-mobility has not yet been spoken. While BYD is leading the sales list worldwide, Tesla is struggling with important supplier parts and has had to halt production temporarily. German manufacturers have used the last two years to catch up on technical backlogs and are preparing to score points in the "electric world", too. Last year, buyers were offered a state environmental bonus on top, but this was cancelled before Christmas. Now, the market has to prove that it can survive with fewer subsidies. Where are the opportunities for investors?
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Commented by André Will-Laudien on January 8th, 2024 | 07:00 CET
Start of the year with GreenTech hype! Will BYD, Klimat X Developments, Plug Power and Freyr Battery deliver now?
The year 2024 will be the next test for GreenTech shares. In the past investment year, despite bullish markets, they were the biggest losers in the portfolio. Plug Power and Freyr Battery incurred the most significant negative returns, ranging from 70 to 80%, but BYD and Klimat X also saw a slight decline. However, with the resolutions passed in Dubai and new government climate protection programs, things could pick up again in the new year. But who can win the coveted government contracts? We analyze the opportunities and risks.
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