Electromobility
Commented by Carsten Mainitz on February 13th, 2026 | 07:10 CET
The right stocks, the right timing: Silver Viper Minerals, Siemens, and Infineon – New all-time highs?
Siemens is marching ahead. Business is booming, annual targets have been raised, and the stock is at an all-time high. Infineon is still a long way off the historic levels seen during the New Market era, but it is heading in the right direction. The high price of silver, structural supply deficits, and the growing importance of high-grade properties in established mining regions are bringing Silver Viper Minerals shares into the focus of investor interest – especially after the brief correction at a high level. The timing is right!
Read
Commented by Fabian Lorenz on February 11th, 2026 | 07:00 CET
Will these stocks now trigger a price surge? BYD, Hensoldt, NEO Battery Materials!
While RENK shares have gained more than 10% in recent days, Hensoldt is treading water. Yet the sensor specialist is shining with major orders. Most recently, partner KNDS ordered systems for the Boxer and Leopard 2 tanks worth hundreds of millions. NEO Battery Materials also appears ripe for a price rally. The technology company offers manufacturers of drones, robots, and electric vehicles exactly what they need: customizable high-performance batteries produced in the West. Production is underway, orders are in place, and the company is already working on the next generation of batteries with strong partners. And what about BYD? The stock is clearly in a downward trend. Yet the company wants to double its sales in Germany and is taking Donald Trump to court in the US.
Read
Commented by Carsten Mainitz on February 9th, 2026 | 07:10 CET
Stellantis Slumps, BYD Holds Steady, Power Metallic Mines Poised to Soar!
The stock market is not a one-way street. While BYD has established itself as one of the world's largest manufacturers of electric vehicles, Stellantis has had to admit to misjudgments that will lead to write-downs exceeding its current market value. This recently shocked the stock market. By contrast, the outlook for Power Metallic Mines is bright. The Canadians have one of the largest polymetallic deposits in North America. This asset is valuable to many industrial groups. In times of building strategic reserves of critical raw materials, the company should attract more attention. Well-known investors have already jumped on board, and analysts attest to the stock's potential to double in value.
Read
Commented by Carsten Mainitz on February 6th, 2026 | 08:10 CET
These companies have the perfect growth formula: Silver North Resources, Barrick Mining, and ASTA Energy Solutions!
Favorable conditions and strong balance sheets provide the foundation for share price gains. This formula applies to all three companies mentioned. With its recent IPO and fresh funds, ASTA Energy Solutions can benefit significantly from the megatrend of the energy transition. High gold prices are filling Barrick's coffers, and the spin-off of its North American gold assets will provide an additional return lever. Well-financed Canadian explorer Silver North Resources is making strong progress. High-grade silver properties in Canada are being developed at a rapid pace, creating added value for shareholders. The high silver price provides additional support – a simple equation.
Read
Commented by Carsten Mainitz on February 4th, 2026 | 07:40 CET
Breaking news! This innovation is transforming the battery industry – What it means for NEO Battery Materials, DroneShield, and BYD
Artificial intelligence, electromobility, and drones are some of the topics that are highly favoured by investors. However, one crucial link in the chain is too often neglected: powerful, flexible battery solutions from Western industrialized countries. China's dominance must be broken as quickly as possible. With a new generation of cells, NEO Battery Materials could now shake up the market. The potential is huge, but this is not yet reflected in the market capitalization of around CAD 100 million.
Read
Commented by Armin Schulz on February 3rd, 2026 | 07:30 CET
BYD sales figures plummet! Power Metallic Mines as the raw materials king and Volkswagen on a transformation course
The electromobility boom is facing its toughest reality: the battle for lithium, copper, nickel, cobalt, and rare earths. While demand continues to rise, access to these critical raw materials will determine the winners and losers of the new era. This supply-side bottleneck confronts three very different players with fundamentally different challenges: the Chinese EV giant BYD in its tense domestic market, the up-and-coming supplier Power Metallic Mines, with its vast source of raw materials, and the long-established automaker Volkswagen, which is deep into a costly transformation. We take a closer look at where each stands today.
Read
Commented by Nico Popp on February 2nd, 2026 | 07:15 CET
Not all nickel is created equal: How Power Metallic Mines stands out from the crowd – Talon Metals and Magna Mining as role models
The nickel market has been experiencing a split for some time now, forcing investors to rethink their strategies. At first glance, there is enough of this important industrial metal available, as Indonesia has flooded the markets in the past with material from its huge laterite deposits. But appearances can be deceiving. There have long been two markets for nickel: a market for bulk nickel, which is produced primarily in Indonesia with high energy consumption and questionable environmental standards, and a premium market for high-purity, ESG-compliant sulfide nickel, which is indispensable for the high-performance batteries of the Western automotive industry. While prices on the London Metal Exchange (LME) are capped by the Indonesian oversupply, strategists such as Tesla and GM are paying significant premiums behind closed doors for material that is not only chemically pure but also geopolitically and ecologically sound. In this exclusive club of North American nickel projects, Power Metallic Mines is positioning itself as one of the most exciting stocks. With its high-grade NISK discovery in Québec, the Company occupies precisely the niche that Donald Trump has declared a matter of national security through the US "One Big Beautiful Bill" legislation.
Read
Commented by Armin Schulz on January 30th, 2026 | 07:35 CET
Electromobility needs graphite just as much as AI needs energy – a closer look at BYD, Graphano Energy, and Intel
The energy transition will reach a critical point in 2026: storage facilities will become systemically important infrastructure, driven by electromobility and the exploding demand for electricity from AI. This boom is driving demand for high-performance batteries and essential raw materials such as graphite to unprecedented heights. Anyone who wants to identify the structural winners of this megatrend should keep an eye on three key players: e-mobility pioneer BYD, raw materials specialist Graphano Energy, and chip giant Intel.
Read
Commented by Armin Schulz on January 28th, 2026 | 07:05 CET
The next major battery story is not being written in China – it is being led by the TSMC clone, NEO Battery Materials
The tech revolution has a blind spot. While billions are being poured into the development of AI, advanced robotics, and autonomous systems, one fundamental problem often remains unresolved: energy storage. The performance of these high-tech devices is determined by their weakest component - and increasingly that component is the battery. China dominates the mass market, but a critical gap is emerging: namely, demand for flexible, high-performance, non-Chinese battery solutions. This is precisely the vacuum NEO Battery Materials is stepping into with an approach that mirrors the semiconductor industry.
Read
Commented by Carsten Mainitz on January 26th, 2026 | 07:35 CET
2026 – The comeback of hydrogen stocks: Now it is substance that counts, not hype! The hidden potential of dynaCERT, Ballard Power, and VW
For years, hydrogen stocks were considered the promise of the future. The hype was followed by a hangover. Valuations have fallen sharply, and after a phase of exaggerated expectations, the focus is now shifting to robust business models and industrial scaling. dynaCERT stands out with its innovative bridge technology that meets high environmental standards. Its ready-to-use solutions for reducing emissions are convincing more and more customers from industry. As an established player, Ballard Power is driving the further development of fuel cells in heavy-duty transport. Volkswagen is taking a different approach. A few days ago, the automaker published key data for the past fiscal year, which came as a positive surprise.
Read