Electromobility
Commented by Nico Popp on August 26th, 2025 | 07:00 CEST
Two-tier market for raw materials: BHP Group, Power Metallic Mines, BYD
The term "commodity" refers to a standardized, interchangeable product with no unique characteristics. However, this principle is beginning to falter. On the one hand, production conditions are becoming increasingly important for raw materials; on the other, in an era of conflicting power blocs, tariffs, and other trade barriers, raw materials are far from interchangeable. The further processing of raw materials also gives companies in the sector the opportunity to set themselves apart from the competition and generate unique selling points. Commodity? That was yesterday! We explain the current development using the examples of BHP Group, Power Metallic Mines, and BYD, and highlight the opportunities for investors.
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Commented by Stefan Feulner on August 25th, 2025 | 07:20 CEST
BYD, Antimony Resources, NIO – Strategically significant steps
The new trading week began with losses, with the DAX, Dow Jones, and, above all, the Nasdaq technology exchange stumbling. However, shortly before the end of the week, the US Federal Reserve, with its controversial chairman Jerome Powell, came out with renewed speculation about interest rate cuts. This triggered a rally that pushed the indices back towards their previous highs. However, caution is still warranted, as many valuations are more than ambitious.
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Commented by André Will-Laudien on August 20th, 2025 | 07:05 CEST
Rethinking energy! Siemens Energy, First Hydrogen, VW, and BYD for the winning portfolio
For a long time, it seemed that nuclear energy was disappearing from the global energy mix, but now there are clear signs of a change of course. The US, in particular, is pushing for a restart. The government has adopted an ambitious plan to quadruple nuclear power capacity. The focus is on small modular reactors (SMRs) - compact reactors that can be used in decentralized locations, are considered efficient and safe, and can also be built more quickly than conventional large-scale power plants. In addition to their role in domestic energy supply, SMRs are considered an important export product for allied countries looking to reduce their dependence on fossil fuels. At the same time, they offer the possibility of being flexibly combined with renewable energy sources, such as supplementing solar and wind farms to ensure base load capability. E-mobility also depends on a secure power supply. Which companies are attracting the most investor interest?
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Commented by Armin Schulz on August 14th, 2025 | 07:05 CEST
How Volkswagen, Power Metallic Mines, and Nordex aim to conquer the trillion-dollar energy transition market
Electrification is driving an unprecedented demand for raw materials. Lithium, cobalt, and rare earths are the new oil - essential for electric vehicles, wind turbines, and our climate-neutral future. But global dependencies and trade conflicts threaten to disrupt supply chains. Those who secure strategic supplies will dominate the transition. Today, we look at three companies that are benefiting from the energy transition – Volkswagen, Power Metallic Mines and Nordex – and analyze their current situation.
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Commented by Armin Schulz on August 12th, 2025 | 07:10 CEST
Lithium? Zinc! Steel! BYD's supply chains, Pasinex's deposits, thyssenkrupp's recycling: Your triple protection against trade wars
Trade conflicts are escalating! New US tariffs and stricter export controls on critical raw materials like lithium and rare earths are destabilizing global supply chains. Experts warn of rising prices and supply risks, especially for future-oriented technologies. Investors are therefore now seeking out resilient companies. Preference is given to those with vertically integrated supply chains, direct access to strategic mineral deposits, or revolutionary recycling technologies. Those who master the new reality of raw materials will win. Three players exemplify this transformation: BYD, Pasinex Resources, and thyssenkrupp.
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Commented by André Will-Laudien on August 11th, 2025 | 07:10 CEST
Buying frenzy – Indices are heading upward! Another 150% possible with Palantir, European Lithium, VW, and BYD
The NASDAQ and DAX 40 indices are basking in sunshine. A veritable buying wave is sweeping across tech stocks, especially Palantir Technologies. The share price continues to rise, driven by an almost irrational demand for AI and outstanding business performance. At the same time, short positions on this stock are rising sharply to over 50 million shares - a warning sign of potential short-covering scenarios. There is currently no sign of the typical summer slump. On the contrary, the stock markets are climbing from one high to the next as if the tariff decisions were a blessing for the global economy! In contrast, BYD is experiencing weaker-than-expected sales performance in July. Quarterly figures are down, and the stock is coming under considerable pressure. There is also plenty of movement in the commodities sector, as the US seeks stable supply chains. But where can these be found?
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Commented by Nico Popp on August 6th, 2025 | 07:00 CEST
Penny stocks with multiplier potential: Volkswagen, CATL, Pasinex Resources
The whole world is talking about critical metals. Base metals are falling through the cracks a little in the short term. But it is definitely worth considering base metals like zinc from an investor's perspective. After all, they are called "base" metals because they are urgently needed across many sectors and consumed on a large scale. According to the Center for Strategic & International Studies (CSIS), zinc is the fourth most mined metal in the world. What sounds like abundance is not the case. The International Zinc Association reports that annual zinc consumption will increase by around 700,000 tons by 2030. It is questionable whether supply can keep pace. Stocks like Pasinex Resources could benefit from this imbalance thanks to a unique business model.
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Commented by Nico Popp on August 1st, 2025 | 07:15 CEST
Auto crisis in Germany – Here is the solution: European Lithium, BMW, and Porsche
Fear is spreading through the German automotive industry. The latest figures from Porsche and BMW have been poor. Sales figures in China are collapsing, and tariffs on exports to the US are eating into profit margins. At the same time, buyers remain cautious when it comes to electric vehicles – whether due to the uncertain economic situation or the lack of convincing models, which are also quite expensive. The fact is that the German auto industry's next steps must be in the right direction. Those who invest in time could benefit in the long term. We explain the role lithium from Europe will play in the future of the automotive industry.
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Commented by André Will-Laudien on August 1st, 2025 | 07:00 CEST
This could be explosive for e-mobility! Watch out for BYD, Pasinex Resources, VW, and Mercedes
The latest quarterly results from the automotive sector have led to further disillusionment. High costs, ever-changing technological requirements, and stricter regulations are leading to declining margins. For two years now, Chinese manufacturers like BYD have been making weekly deliveries by ship to the affluent EU market. Initially highly praised and selling several thousand units quickly, everything now appears to be stalling, as huge stockpiles are suddenly piling up. Investors should keep a close eye on developments. Anyone thinking about modern batteries, for example, cannot ignore the critical metal zinc. Here are a few ideas for your portfolio.
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Commented by Fabian Lorenz on July 31st, 2025 | 07:20 CEST
BYD facing problems! 300% stock Steyr Motors delivers! Green light for Sranan Gold!
Steyr Motors appears to be delivering what shareholders were hoping for. Following the rapid rise in its share price this year, the Austrian company has now reported new orders. This could enable the Company to grow into its ambitious valuation. Gold explorer Sranan Gold is still attractively valued. The important drilling program will start soon. Is this also the starting signal for a rally in the share price? There is currently no talk of a rally at BYD. The Chinese company is facing challenges both in its domestic market and in Europe. In Europe, sales figures are falling short of expectations. Can new personnel and a revamped sales strategy bring about a turnaround?
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