Electromobility
Commented by Stefan Feulner on November 7th, 2023 | 06:50 CET
Cameco, GoviEx Uranium, Nel ASA - The coast is clear
According to political plans, Germany wants to become climate-neutral by 2045, while the US has set itself this target for the middle of the current century. These targets are to be achieved through the use of renewable energies, heat pumps, electromobility and electricity and hydrogen networks. Outside of Germany, nuclear power is still being maintained, without which the climate targets could not be achieved, according to experts. While the price of uranium has climbed to a new 13-year high in recent weeks, renewable energy companies have been stumbling from one annual low to the next. Now, a bottom seems to be forming, at least in the short term.
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Commented by Stefan Feulner on November 6th, 2023 | 07:30 CET
These shares are right on trend - BYD, Defense Metals, Rheinmetall
After the correction of recent weeks, the DAX was able to send a positive signal for a year-end rally by exceeding the 15,000-point mark. Despite the escalating events in Gaza, the world's stock markets appear to be heading north. They are receiving a tailwind from monetary policy. This could mean the end of interest rate hikes for the time being. The badly battered companies in the technology sector, in particular, are likely to benefit from this.
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Commented by Fabian Lorenz on November 2nd, 2023 | 08:10 CET
14 million e-cars in 2023 alone: BYD, Standard Lithium and Defense Metals profit
In the current year, one in every five vehicles sold is expected to have an electric drive, according to the International Energy Agency (IEA). This would amount to 14 million vehicles and correspond to a growth of around 35% compared to the more than 10 million sold in 2022. Opportunities for investors lie dormant along the entire value chain of electromobility. BYD aims to capture a significant portion of these sales figures and replace Tesla as the number one player in the electric vehicle sector. While Warren Buffett is selling again, analysts are advising to buy. Standard Lithium and Defense Metals are benefiting from the rising demand for batteries. Both companies have exciting projects with compelling economic calculations and alleviate concerns about China potentially using lithium and other resources as a "weapon." So, is it time to buy?
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Commented by Armin Schulz on November 2nd, 2023 | 07:55 CET
K+S, First Phosphate, Volkswagen - Phosphate: From fertilizer to high-tech application
Phosphate is an important nutrient for plants and animals and is used in agriculture as a fertilizer. It is also used in the food industry as an additive. Recently, however, the raw material has been needed in the high-tech environment. Battery manufacturers have an increased need for phosphate to produce lithium iron phosphate batteries, which are already used in some electric vehicles. The phosphate content in these batteries contributes to their stability and durability. If this technology becomes standard in all electric vehicles, demand will increase dramatically. So today, we take a look at fertilizer producer K+S, introduce a future producer in First Phosphate, and look at how Volkswagen is progressing in the area of electromobility.
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Commented by Armin Schulz on October 31st, 2023 | 07:40 CET
Power Nickel, Mercedes-Benz, BYD - No electromobility without nickel
Nickel has undergone a remarkable transformation in recent years and has become a key component of electromobility. While the demand for environmentally friendly vehicles is steadily increasing, nickel is becoming increasingly important as an indispensable component in batteries. Nickel contributes to achieving higher energy density in batteries, which translates into greater driving range. It also allows for a reduction in the amount of cobalt in the batteries, making electric vehicles even more environmentally friendly. Therefore, we look at a future nickel producer and analyze Mercedes-Benz and BYD in terms of opportunities and risks.
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Commented by Juliane Zielonka on October 30th, 2023 | 08:10 CET
Innovative technologies and raw materials: BASF, Almonty Industries and Volkswagen in focus
BASF, through its subsidiary BASF Mining Solutions, has launched a new process for extracting raw materials in the mining industry. With it, the chemical company increases speed and accuracy in the extraction of valuable raw materials. One valuable raw material is the critical metal tungsten, which is used mainly in aerospace technology. Shares of Almonty Industries, the world's leading tungsten mine operator, have shot up 11.32% over the past month. What is triggering this strong demand among investors? Meanwhile, in terms of demand, Volkswagen is feeling immense competitive pressure in the EV segment. To ensure that the Group does not lose the race, CEO Oliver Blume is opting for drastic measures.
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Commented by Juliane Zielonka on October 27th, 2023 | 07:00 CEST
Porsche share, Globex Mining, Bayer AG - Who offers the most profitable return?
Despite good figures, economic turbulence in the major customer China continues to make Porsche cautious about its forecasts for the coming year. The situation is quite different for the explorer Globex Mining, which has a mineral property with the valuable raw material vanadium in its portfolio. Vanadium is used in nuclear power plants, aircraft and spacecraft. Its 1% interest in a mineral property that can generate an expected annual free cash flow of USD 235 million for the next 21 years puts it in a good position. The net present value in this account from the interest is also positive. Bayer, on the other hand, has lost another glyphosate lawsuit. Find out what is so significant about this case here.
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Commented by Fabian Lorenz on October 26th, 2023 | 09:10 CEST
Analysts love cash flow stocks: Nel, Volkswagen, Saturn Oil + Gas
What do investors and analysts dislike in times of high interest rates? Losses and debt. By contrast, they love high cash flow. Free cash flow. With it, a company can finance itself, pay off debt or distribute money to shareholders. And this is precisely Nel's problem. While the loss has been reduced, the Norwegians are still a long way from generating positive cash flow. But analysts still see potential. Analysts see more than 100% upside potential for Saturn Oil & Gas. The oil producer is developing into a cash flow monster, and the upcoming quarterly figures should be convincing again. Volkswagen is also winning over experts. Can the VW share really double? However, there is also a sell recommendation.
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Commented by Juliane Zielonka on October 26th, 2023 | 08:30 CEST
First Phosphate, FREYR Battery, Mercedes Benz - Open road for electromobility
Canada's First Phosphate Corp. has secured USD 170 million in potential financing from the Export-Import Bank of the United States (EXIM) to advance its ambitious plans to create a strategic reserve of purified phosphoric acid in the North American lithium iron phosphate (LFP) battery market. FREYR Battery is also pushing into the US market, moving forward with the merger of its Delaware subsidiary. In Germany, road tolls will be introduced as a CO2 tax starting December 1, 2023. Mercedes-Benz is not fully reimbursing the tolls to its haulers. On the contrary, they have something truly monumental in mind...
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Commented by Fabian Lorenz on October 25th, 2023 | 08:10 CEST
New stock favorites? BYD, JinkoSolar, dynaCERT
Hydrogen, electromobility and solar energy are without doubt among the absolute industries of the future. The growth prospects for the coming years are excellent. However, companies from all these sectors are currently struggling on the stock market. Today, we take a look at new and old favorites. BYD's preliminary quarterly figures were compelling, and analysts are giving their approval. JinkoSolar is evolving into the number one in the solar sector, and the Chinese can be pleased about new orders. There is also positive news at dynaCERT. The hydrogen and emission reduction specialist could even be on the verge of a game-changer.
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