Electromobility
Commented by Fabian Lorenz on January 2nd, 2026 | 07:10 CET
BYD vs. Tesla! AI beneficiaries BioNTech and Rio Tinto partner Aspermont! Stocks for 2026?
A bombshell just before New Year's Eve! BYD has knocked Tesla off its electric vehicle throne. The Chinese company is now also the global market leader in purely electric vehicles. However, the stock clearly disappointed in 2025. One potential winner in 2026 could be Aspermont shares. The Company combines the booming commodities sector with a scalable technology business model in what is likely a unique way. The stock appears anything but expensive. BioNTech shareholders, on the other hand, had little to cheer about in 2025, as the stock lost almost 30% of its value. However, important study data is due in the current year. Analysts see a buying opportunity.
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Commented by Fabian Lorenz on December 29th, 2025 | 07:40 CET
Alternative to DroneShield and Standard Lithium! NEO Battery Materials set to take off in 2026! Drones, robotics, and more in one stock
Drones, robotics, and electromobility are megatrends. Billions of dollars in capital are flowing into these industries. As a result, DroneShield and Standard Lithium were among the high flyers of the year. However, after share price gains of 330% and 170% respectively, they are anything but cheap. NEO Battery Materials has what it takes to become a price rocket in 2026. The Canadian company has developed more cost-effective, silicon-reinforced batteries that offer higher storage capacity and faster charging. Very importantly, commercialization is set to begin in 2026 at a factory in South Korea. Orders are already in place, and shortly before Christmas, NEO Battery became part of South Korea's defense industry ecosystem.
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Commented by Carsten Mainitz on December 29th, 2025 | 07:35 CET
Rally in sight – Zinc is the secret beneficiary of the steel boom and electric vehicles! Recognize the potential in Pasinex Resources, BYD, and Salzgitter!
The year 2025 was marked by sharply rising prices for raw materials. These included precious metals, especially silver, critical raw materials, but also industrial metals such as copper. The bottom line is that this year's rally passed zinc by. Starting at high prices in January, the price of the volatile industrial metal fell by around 10% over the course of the year. Zinc is used in a wide range of industrial and technological applications: as corrosion protection for steel, in alloys, and as electrode material for certain types of batteries. As the long-term growth drivers remain intact, investing in zinc offers good opportunities. Companies such as Pasinex Resources, which have high-grade deposits and can therefore achieve well above-average margins, are to be favored.
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Commented by André Will-Laudien on December 29th, 2025 | 07:15 CET
Record year – Will 2026 be even better for BYD, Kobo Resources, Palantir, and DroneShield?
After an exceptionally strong 2025, investors are asking whether the rally can continue into 2026. Gold and silver reached new all-time highs at the turn of the year, and promising gold stocks such as Kobo Resources have gained more than 40% in recent weeks. Palantir Technologies, expensively valued but still widely recommended by analysts, has continued to reward shareholders. The V-shaped movement at DroneShield is also exciting, with its shares already doubling from their December sell-off lows. Meanwhile, BYD is entering a decisive phase as it accelerates its expansion strategy in Europe. What should investors focus on next?
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Commented by André Will-Laudien on December 22nd, 2025 | 06:55 CET
Will 2026 start with another surge? We evaluate BYD, NEO Battery Materials, and DroneShield
In December, many market participants start thinking about the next investment period – in this case, the year 2026. The 2025 investment year was one of the best periods of the past 20 years for both the DAX and the NASDAQ, with gains of 18.7% and 20.8%, respectively. Even the Trump tariff crash in April was offset entirely within just two weeks. The drivers of the upswing remain the US administration's policy, which is perceived as "supportive," as well as ongoing geopolitical conflicts and still tolerable interest rates between 2.7% (Bund) and 4.0% (USD Treasury) in the ten-year range. For the coming year, some experts expect another wave of inflation, high commodity prices, and rising energy costs. These are all factors that could once again stifle the economic upturn and bring additional volatility to the markets. And let's not forget: AI and defense seem to be at their peak — so who will lead the next revaluation of the stock markets?
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Commented by Armin Schulz on December 22nd, 2025 | 06:00 CET
The key to billions in profits: High-performance batteries in the spotlight at NEO Battery Materials, Volkswagen, and DroneShield
While sluggish economic data currently dominates, disruptive technologies are unleashing enormous profit potential. Artificial intelligence, electromobility, and new safety requirements are fueling demand for specialized high-performance batteries. These key components are driving not only autonomous vehicles, but also AI infrastructures, robotics, and drone systems, generating growth markets worth billions. We analyse NEO Battery Materials, a manufacturer of high-performance batteries, electric vehicle manufacturer Volkswagen, and drone specialist DroneShield.
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Commented by Nico Popp on December 18th, 2025 | 07:00 CET
Dividend comeback: Why Mercedes-Benz and VW look outdated compared to RE Royalties' model
In a market phase in which interest rates have peaked, and tech stocks are ambitiously valued, investors are once again turning their attention to the oldest source of income in stock market history: dividends. But the hunt for the highest returns often turns out to be a dangerous undertaking, because a high percentage payout is usually not a sign of strength, but a warning signal for falling prices or structural problems. While German automotive giants Mercedes-Benz and Volkswagen attract investors with seemingly favorable valuations and generous returns, their business model is facing the most expensive transformation in history. In this environment, RE Royalties, a Canadian niche stock, is coming into focus. Its business model is specifically designed to generate stable cash flows from the megatrend of the energy transition without bearing the operational risks of an industrial group.
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Commented by Fabian Lorenz on December 17th, 2025 | 07:20 CET
BUY RECOMMENDATIONS and INSIDER SALES: D-Wave, Siemens Energy, Graphano Energy
Insider alert at D-Wave Quantum. The CFO and directors have cashed in nicely, putting a temporary damper on the stock's rally. A new "Buy" recommendation has so far failed to give the stock any new momentum. Graphite is often overshadowed by lithium and other critical metals in the public perception. However, demand is expected to increase significantly in the coming years due to the growing market for batteries for electric vehicles and energy storage. Graphano Energy is benefiting from production in Canada, and investors can get in early. Those who got in early with Siemens Energy are enjoying a tenfold increase. And if analysts are to be believed, the rally is not over yet. According to them, the stock is still cheap.
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Commented by Armin Schulz on December 17th, 2025 | 07:05 CET
How Bayer, WashTec, and Volkswagen will earn more money in the future with digitalization and AI
Artificial intelligence is already generating measurable profits in industry today. In the pharmaceutical and chemical industries, it is revolutionizing research and accelerating the market launch of vital products. Mechanical and plant engineering is tapping into recurring sources of revenue with AI-based services and strengthening customer loyalty. And in the automotive industry, autonomous driving is highly popular and will shape the future. These advances prove that the productive phase of AI has begun. Three companies show how technology translates into competitive advantages and robust margins: Bayer, WashTec, and Volkswagen.
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Commented by Armin Schulz on December 17th, 2025 | 07:05 CET
Electric mobility is booming, lithium prices are rising again – An assessment of BYD, Power Metallic Mines, and Volkswagen
The era of the combustion engine is coming to an end. A new ecosystem of technology, raw materials, and manufacturing power is emerging, presenting extraordinary opportunities for early investors. The race toward electrification is in full swing, driven by exploding registration numbers and a rapidly expanding charging infrastructure. But the real leverage lies deeper. Access to critical metals, which are the lifeblood of every battery, is indispensable. As supply chains reorganize, three very different companies are positioning themselves: the emerging giant BYD, the raw materials explorer Power Metallic Mines, and the traditional heavyweight Volkswagen.
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