Electromobility
Commented by Nico Popp on October 12th, 2022 | 12:34 CEST
Is electric refueling getting more and more expensive? There are solutions! Mercedes-Benz, Altech Advanced Materials, Varta
Diesel is unlikely to cost less than EUR 2 per litre anytime soon. But at least modern combustion engines are considered efficient and flexible. Current media reports about electricity costs at charging stations for e-cars show a different picture. Some providers are shamelessly exploiting the shortage of charging stations and rising energy prices. Prices of EUR 0.70 per kilowatt hour are not uncommon at public charging stations. Those who fill up a lot in public areas often pay more for electromobility than for driving a combustion engine. But what does this mean for the trend toward electric driving?
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Commented by André Will-Laudien on October 11th, 2022 | 10:50 CEST
Stocks on a roller coaster ride, pay particular attention here: BYD, Manuka Resources, Porsche, VW
Currently, there are few highlights to report from the stock market. However, the mega-deal for 100,000 e-vehicles between BYD and Sixt is worth mentioning. The successful IPO of Porsche AG was also quite exciting, and for VW, it is an important strengthening of liquid funds for the transformation process towards e-mobility. In addition to inflation figures of just under 10%, we are also seeing significant markdowns in the Bund futures. Interest rates continue to rise, and a wake-up call for precious metals is spreading. Here are a few ideas.
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Commented by Stefan Feulner on October 7th, 2022 | 11:20 CEST
BYD, Altech Advanced Materials, NIO - Battle for the battery of the future
Electromobility is considered a key technology in the transformation of the transport sector. In 2021 alone, the number of new registrations, as well as the market share of battery-powered vehicles, more than doubled. In addition to the charging infrastructure, efficiency plays a decisive role in the spread of e-cars. BYD is currently the leader with its Blade battery. However, a newcomer entered the market in recent months that could shake up the battery market with a novel technology.
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Commented by Nico Popp on October 6th, 2022 | 14:11 CEST
Where to bet on the comeback now? Amazon, Tocvan Ventures, BYD
The major stock indices are currently in comeback mode. Commodities are also picking up again. There are many reasons for this: First, the markets have already anticipated much of the negative. At the same time, there are signs of hope. In Europe, for example, gas prices are falling, and meteorologists are predicting good conditions for a mild winter. Even if the forecasting power of meteorologists beyond the weekly horizon should not be overestimated, there is justified comeback potential on the market. We take a look at three stocks.
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Commented by André Will-Laudien on October 6th, 2022 | 12:44 CEST
Hydrogen - the fuel for transportation and logistics stocks: Plug Power, dynaCERT, ThyssenKrupp, and Daimler Truck with imagination
Hydrogen technology finally seems to be gaining momentum on the industrial side. Time and again, companies such as Plug Power or Nel ASA are reporting various orders from the private and public sectors. Unfortunately, conventional diesel drives still dominate the transportation and logistics sector. However, the exhibitors at the IAA Transportation in Hannover have quite different goals: They want to lead truck transport into a climate-neutral logistics era. This requires a willingness to invest and appropriate technological support. Fleet operators, meanwhile, are already shuffling their feet and waiting for the producers to give the green light. There are great opportunities for investors to be involved right from the start.
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Commented by André Will-Laudien on October 5th, 2022 | 12:37 CEST
E-mobility and hydrogen: BYD, Almonty Industries, Thyssen, Nel ASA - Things are really starting to happen now!
In the current geopolitical constellation, the globalized world is showing its real weaknesses. For commodity-dependent Europe and especially Germany, the situation even presents itself as a medium-term showstopper for industry because as winter approaches, governments will have to decide where the remaining gas reserves may be drawn from. But if there is not enough, the decision will likely be made in the direction of the population, and the industry will then have to look for alternatives. Despite the cost of electricity, e-mobility seems to be finding its way, and hydrogen is also slowly getting off the ground. What does this mean for individual stocks?
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Commented by Nico Popp on October 5th, 2022 | 10:58 CEST
Do not miss this train! Volkswagen, Varta, Infinity Stone Ventures
After the sell-off and crisis mood, the first investors are looking to the distant future. Now that the market has already priced in a recession and the energy crisis also seems to be largely represented in share prices, it is worth looking at the sectors that offer opportunities in any future. Car manufacturers and mobility providers remain attractive regardless of the current market situation. The reason: mobility is the key to prosperity and well-being. Just think of journeys to work or on vacation. The mobility of the future will be electric. Positioning oneself here makes sense. We take a look at three shares that are currently in focus.
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Commented by André Will-Laudien on October 4th, 2022 | 12:59 CEST
Shares in focus: VW, Porsche, Barsele Minerals - Big shifts, many opportunities!
At the moment, shares are becoming cheaper rather than more expensive. What is unusual is not the fact that prices are falling, what is disturbing is the phase of falling valuations that has now been going on for some time. In the current environment of rising capital market interest rates, refinancing is also becoming more difficult for companies, and it now has its price again. Volkswagen AG from Wolfsburg owns many stakes in valuable automotive brands. In order not to let the debt increase further, parts of the holdings are now being placed on the stock exchange. Not a bad way to fill the coffers again. What should investors look out for now?
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Commented by André Will-Laudien on September 30th, 2022 | 12:36 CEST
Higher, faster, further: BYD, Infinity Stone, Porsche, Varta - The energy transition stock portfolio is wanted!
The words "energy turnaround" are used a lot in public. The majority understand it to mean the use of GreenTech to generate energy while avoiding dangerous climate gases. Unfortunately, the leaks from the Nord Stream 2 pipeline, which is not in operation, are leaking the amount of gas into the atmosphere every day that the state of Denmark consumes in an entire week. This makes us painfully aware of how strongly warlike actions counteract efforts to save the climate. On the stock market, it is important to turn our gaze away from current events and toward a more peaceful future, where good ideas for sustainable change will also be rewarded. Which stocks belong in the portfolio?
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Commented by Juliane Zielonka on September 29th, 2022 | 10:57 CEST
Barsele Minerals, K+S, BYD - Sweden as a crisis winner?
Due to the explosions in the Baltic Sea pipelines Nord Stream 1 and 2, a switch to other energy sources is inevitable, especially for German industry. Fertilizer producer K+S, based in Kassel, is affected by this. The situation is different with Barsele Minerals. The Canadian company is exploring large gold areas in sunny Sweden and plans to mine up to 3.5 million ounces of the precious metal in the future. Electric car and battery manufacturer BYD, on the other hand, has sufficient resources in its home country of China and is preparing to make the leap into the European market. Find out here which shares are now defying the crisis.
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