Electromobility
Commented by André Will-Laudien on December 5th, 2023 | 06:30 CET
Next lithium boom in 2024? Freyr Battery, Edison Lithium, VW, Mercedes - Where are the 100% gainers?
The year 2024 promises to be highly interesting, that much is certain. The so-called electric boom has not yet taken place, and the falling lithium price of minus 80% in the current year speaks volumes. Of course, major investments such as a relatively expensive electric vehicle depend on the general situation and subsidies. However, neither of these contextual factors bode well. On the contrary, state subsidies are falling, and high inflation is weighing on private household budgets. So why not get the good old diesel through the MOT again? After all, continuing to drive an old vehicle is 100 times more sustainable than buying a new electric vehicle with rare and difficult-to-extract metals. While green thoughts are commendable, the costly construction of so-called gigafactories continues. On the stock market, the question arises: Who will ultimately emerge as the winner?
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Commented by Juliane Zielonka on November 30th, 2023 | 07:00 CET
Growth Industries in Focus: Investors see potential in Defense Metals, BASF and Volkswagen shares
Investors are looking for opportunities in growing markets. Looking at industries currently requiring rare earths - such as energy, defense, electromobility, and many more - leads to the mining sector. Someone has to supply the valuable raw materials so these industries can continue growing. Defense Metals' Wicheeda project in Canada shows promising results, particularly the increase to 6.4 million tons with a TREO content of 2.86%. BASF secures EUR 124.3 million in government funding for a green hydrogen plant in Ludwigshafen, planned in collaboration with Siemens Energy. Volkswagen is facing challenges, emphasized by VW board member Thomas Schäfer, who announced tough cuts to maintain competitiveness without closing plants. Volkswagen will have to respond to change with a more agile approach, especially as China advances in electromobility.
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Commented by Fabian Lorenz on November 22nd, 2023 | 07:20 CET
BYD with "Tesla killer", JinkoSolar with sales record, and Klimat X Developments with milestone payment
BYD is currently bursting with energy. The Chinese company is rushing from one sales record to the next. To ensure this continues in the coming year, BYD has unveiled two new "Tesla killers". The mid-range SUVs are designed to make life difficult for the Model Y. For those without a climate-neutral business model, CO2 certificates can be purchased from Klimat X Developments. The Company has just received a milestone payment. When will the shares of the innovative company benefit? JinkoSolar shareholders also need to be patient at the moment. The share is not taking off despite the solar group doing well operationally. While the Chinese have reason to celebrate, another competitor disappoints once again.
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Commented by André Will-Laudien on November 21st, 2023 | 07:15 CET
Attention: New battery technology in demand! Freyr Battery, Manuka Resources, Varta and IBU-tec in focus
Despite all ecological reservations, the electrified future is advancing. In an effort to combat climate change, politicians have decided on the complete electrification of the future. The plan to entirely displace fossil fuels will lead many countries into a new economic dimension that will outperform conventional economies for a long time. However, a beautiful, new world must be economically affordable. This requires significant technological advancement and a tremendous amount of money for the transformation; ideological thinking helps little in this regard. Central Europe, in particular, is an importer of raw materials and energy and is a long way from setting world-changing parameters. However, since everything has already been decided in Berlin, millions of batteries and stationary energy storage systems are now needed for the green transformation. The key here is access to the critical metals of the future. These strategic decisions are being evaluated in the stock market. It is worth doing the math.
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Commented by Armin Schulz on November 20th, 2023 | 07:20 CET
BYD, First Hydrogen, Nikola - Mobility in transition, which shares have long-term potential?
The mobility landscape has changed drastically in recent years. Traditional internal combustion engines are increasingly being replaced by more environmentally friendly alternatives such as electric vehicles and hydrogen fuel cells. These changes will also have far-reaching implications for transportation, altering how we move. Which technology will prevail? We look at three companies with different approaches to the topic and assess which companies are well-positioned for the future.
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Commented by Stefan Feulner on November 20th, 2023 | 07:00 CET
There is clearly room for improvement here - Volkswagen, Globex Mining, Siemens Energy
After the corrections of recent weeks, the bulls have regained the sceptre. Despite the uncertain geopolitical situation and supported by an easing interest rate front, technology stocks were also able to recover significantly from their recent lows for the year. In addition, Germany's leading index, the DAX, knocked on the psychologically important 16,000-point mark. Overcoming this level will likely result in an attack on the all-time high at 16,532 points still within this stock market year.
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Commented by Juliane Zielonka on November 17th, 2023 | 07:00 CET
Manuka Resources, BYD, Nvidia - Precious metals, electronics and AI - these investments are red hot
Electromobility is a driver for silver, which is indispensable in batteries, especially in electric cars, due to its high conductivity. Manuka Resources is an exciting investment candidate here with various projects Down Under. China's automotive giant BYD is expanding its European business amid strong competition and market exhaustion domestically. However, the Company criticizes the EU's business practices, especially the negative impact of the unbundling strategy on Chinese companies. But BYD has good prospects. Two heavyweights in the investment scene have now joined Nvidia. Read here what this means for investors.
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Commented by André Will-Laudien on November 14th, 2023 | 07:30 CET
Rapid energy transition, metals remain in demand! JinkoSolar, Globex Mining, BYD and VW under scrutiny!
"Goodbye Hydrogen" - that is how investors in H2 stocks might title their investment success in 2023. On average, shares in the booming sector lost up to 85% in 2021. But the year is not over yet. Plug Power shares were hit hard last week, experiencing a sell-off of over 35% after the Q3 figures. The fundamental environment was ignored for many months, but now gravity is returning and sending overvalued stocks into the cellar. It is an environment for buyers willing to conduct some analysis. We help navigate the figures.
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Commented by Stefan Feulner on November 10th, 2023 | 09:00 CET
Screaming for a turnaround - Siemens Energy, Edison Lithium, Rock Tech Lithium
The future belongs to green energy to achieve climate neutrality by the middle of this century. Despite political support, hydrogen, wind and solar stocks have suffered significant losses in recent months. The raw materials required for this have also slumped due to the threat of a global recession and are now at a two-year low, as in the case of lithium. In the long term, demand for critical raw materials will likely rise sharply again, heralding a new upward trend.
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Commented by Fabian Lorenz on November 9th, 2023 | 07:20 CET
BMW celebrates battery technology, BYD is coming to Europe, and Power Nickel offers a 100% opportunity!
News from the world of electromobility: BYD is putting pressure on European car manufacturers and wants to start production in Europe soon. But where? Saarlouis seems to be losing the competition for the first Chinese location in Europe. There are new indications of this. BMW, on the other hand, is celebrating its new battery technology, aiming to achieve more range than Tesla while significantly reducing costs. But what do analysts have to say about the Munich-based automotive group's shares? Experts see over 100% upside potential for Power Nickel shares. The Company is developing a high-grade nickel project in Canada and plans to produce it in a climate-friendly way. Will the new resource estimate boost the share price?
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