Electromobility
Commented by Fabian Lorenz on September 28th, 2022 | 11:22 CEST
Time for bargain hunters? Plug Power, Varta and Pathfinder Ventures
Growth stocks are currently under particular pressure. But this can also create opportunities for bargain hunters. Perhaps in the case of Varta? The share has crashed sharply after a profit warning. Now, the first analyst has upgraded the share from "sell" to "buy". But even his reasoning does not sound like a new growth story. Plug Power also tends to live on the hope of growth. While the new production facility is technically a milestone, it needs more. In contrast, things are going well at Pathfinder Ventures. The still unknown tourism company is profiting from the camping boom in North America, and its valuation is anything but expensive.
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Commented by Armin Schulz on September 27th, 2022 | 11:01 CEST
Kodiak Copper, Nordex, BYD - Copper price indicates recovery of the economy!
Copper is considered a leading indicator of the economy. The red metal is built into almost all electrical products and is needed in many industries. If we compare the spot price of copper with the futures, we can see that the premium per metric ton has increased significantly. This is matched by the fact that China imported 8.1% more copper through August, despite the country's Zero-COVID strategy. In contrast, Chile, one of the largest copper producers, exported less than last year. So supply remains tight, partly due to demand from Europe, which is significantly expanding renewables. So today, we look at three companies around copper.
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Commented by Stefan Feulner on September 26th, 2022 | 10:28 CEST
BYD, Globex Mining, Newmont, Freeport-McMoRan - Copper with doubling potential
The price of copper has lost around a third since March of the current stock market year. Investors are selling the metal, which is known as an economic barometer, due to global recession fears and concerns of a drop in demand. However, due to the great importance of copper with regard to the energy turnaround, the tide is likely to turn again soon. Mining companies and commodity traders are already warning of a massive shortage of the world's most important metal. Goldman Sachs expects the price of copper to reach USD 15,000 per ton by 2025, which would mean a doubling of the current level.
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Commented by Stefan Feulner on September 23rd, 2022 | 10:10 CEST
BYD, Kleos Space, Palantir - Market leaders in the clearance sale
In the wake of the major interest rate hike, the US Federal Reserve increased by 75 basis points, and the stock markets again went into a dive. After the statement by Chairman Jerome Powell, the Dow Jones lost more than 1,000 points over the day, and the Nasdaq technology index also ended the day with significant losses. That threatens a further test of the lows for the year. In the course of this, established market leaders from various sectors corrected and now offer attractive long-term entry opportunities at a reduced level.
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Commented by Stefan Feulner on September 21st, 2022 | 13:41 CEST
Rock Tech Lithium, Edison Lithium, Albemarle, Allkem - Defying the recession
Fears of a global recession continue to grow, with prices for commodities such as copper, lumber, cotton and even grains correcting sharply. In contrast, the lithium price continues to hold at a high level after the explosive rise at the beginning of the year. The reason for this is the continued strong demand from the electric car industry. In China alone, sales of electric cars amounted to 3.2 million units last year, and 5 million vehicles are expected to be delivered this year. In contrast, the existing supply of lithium resources is scarce. In addition to existing producers, the primary beneficiaries of this shortage are the exploration companies, which have already been able to secure attractive properties.
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Commented by Fabian Lorenz on September 21st, 2022 | 12:33 CEST
BYD, Varta, Globex Mining: Shares with diversification
Diversification reduces risks. This applies not only to investments but also to companies. BYD, for example, sells not only cars but also batteries, commercial vehicles and more. The focus is currently clearly on the car division, but the Chinese group is also stepping on the gas in its foreign expansion in other areas. With more than 200 holdings in the commodities sector, Globex Mining is also broadly diversified, and its cash holdings alone now account for a good half of its market capitalization. In addition, there is positive news from the projects. Varta is trying to diversify with its entry into battery production. However, the Company is not making any progress in this. Perhaps there will be news at an investor conference next week.
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Commented by Nico Popp on September 20th, 2022 | 12:53 CEST
Trade war and new world order: BYD, NIO, Almonty Industries, Airbus
Just a few weeks ago, US carmaker Tesla succeeded in signing long-term contracts in China for the supply of crucial battery metals. At the same time, market experts emphasize that the situation for Western customers in China is becoming increasingly uncertain. The US is also not helping to ease the situation with subsidies for e-cars and batteries, most of which come from the United States. We highlight three stocks and explain how things could go in the current situation.
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Commented by Juliane Zielonka on September 16th, 2022 | 11:52 CEST
Altech Advanced Materials, Tesla, BYD - German engineering before Germany as a business location
Germany is the land of engineers, and German engineering is known worldwide for its outstanding quality. Altech Advanced Materials, for example, has launched a joint venture with the Fraunhofer Institute IKTS to commercialize even more powerful batteries than before. CERENERGY® batteries can be used for renewable energy storage as well as for industrial and private household applications. They are resource efficient and provide a reliable energy supply. German e-car enthusiasts can also look forward to the launch of three BYD models in Germany. And competitor Tesla is moving from Germany back to the US - President Biden has created a government lure...
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Commented by Fabian Lorenz on September 14th, 2022 | 13:05 CEST
Analysts are bullish on BYD, less bullish on Varta and news from Infinity Stone Ventures
In terms of sales figures, BYD has already overtaken industry star Tesla. But the share could not benefit from this due to the partial sales of major shareholder Berkshire Hathaway. After the price slide, it now seems to be regaining its footing. Analysts are bullish and see great opportunities for the Chinese e-car maker in foreign expansion, among other things. Experts see few opportunities at Varta at the moment, and the chart is battered. Most recently, an analyst reduced the price target to EUR 65. The newsflow currently offers little hope. Infinity Stone Ventures is an entirely different story. The specialist for critical raw materials in Canada benefits from the political environment and is expanding its lithium areas. More news can be expected in the fall.
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Commented by André Will-Laudien on September 7th, 2022 | 13:41 CEST
Artificial intelligence shopping with these stocks: Infineon, BrainChip, Porsche, VW
It is hard to imagine tomorrow's high-tech applications without them: small, miniaturized chips that take over the intelligent control of our modern appliances. These nimble marvels must not only perform their programmed tasks but also save power and space. Engineering centers worldwide are trying to develop chips that learn from exogenous influences, i.e. that detect their environment through speech recognition or corresponding sensor technology, evaluate states and develop reaction categories. For example, if an object the size of a ball rolls from the right edge of the road across the center of the lane, such systems are supposed to trigger braking with the help of optics and sensor technology. Bravo if it works - where are the opportunities in the current stock downturn?
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