Electromobility
Commented by Nico Popp on February 23rd, 2023 | 15:03 CET
Unknown and better than Tesla? BYD, First Phosphate, Varta
BYD wants to have sold a whopping 1.86 million cars in 2022. That is about 500,000 more than competitor Tesla. Despite this, Elon Musk's company is still considered an e-car giant. Why is that? Certainly, the focus on Western markets has to do with the fact that many investors from the US and Europe still favour Tesla. We look at why thinking outside the box can pay off and how it can help investors seize opportunities.
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Commented by Fabian Lorenz on February 22nd, 2023 | 13:22 CET
Beware of Plug Power and Tesla. Better to bet on BYD and Defense Metals?
Caution is advised with e-car pioneer Tesla: Over the weekend, a video of an accident involving a Tesla and a stationary fire truck made the rounds on the Internet. This could once again bring the US authorities onto the scene. They had just ordered a "recall" for more than 360,000 vehicles. The reason was an increased risk of accidents. Tesla has to install an online update of the driver assistance software. And then Charlie Munger had also spoken out clearly for BYD and against Tesla. It was almost ridiculous, said the partner of Warren Buffett, how strongly BYD had asserted itself against Tesla. While Tesla is lowering prices, BYD has raised them. Experts also advise caution for Plug Power. Chart-wise, the stock is still battered, the estimates for the coming years seem ambitious, and a capital increase to finance the expansion is hardly avoidable. At the same time, electromobility and hydrogen are absolute topics of the future. Are investors therefore better off betting on BYD and Defense Metals?
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Commented by André Will-Laudien on February 20th, 2023 | 13:49 CET
The Greentech rally continues: Shares of ThyssenKrupp, Manuka Resources, BYD and Varta in focus
The pessimists among economists were proven wrong at the beginning of the year. No, the German GDP did not fall in 2022, but rose by a full 1.9%. Who would have thought that with the supply chain problems, growth would be possible at all? Due to the war in Ukraine, rising energy prices and record inflation, economic regeneration in 2022 turned out surprisingly better than expected. This is due to various special effects, such as restructuring our energy supply, which positively affected the German economy. So far, there has also been no gas emergency, which would have weighed heavily on industry. We look at opportunities in the emerging Greentech industry.
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Commented by Nico Popp on February 17th, 2023 | 17:05 CET
Rare earth revolution instead of China dependency: BYD, Auxico Resources, American Lithium
China's rise has been long planned. Thanks to strategically aligned five-year plans, the former agricultural state now has a dominant market position in many areas. Examples include the Greentech sector and the business with modern electricity storage systems for electric cars. But alternatives are slowly emerging. Alternatives that also give hope to German industry.
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Commented by Nico Popp on February 16th, 2023 | 22:10 CET
Rare earths are increasingly important: Rheinmetall, Defense Metals, Volkswagen
Der Spiegel, Die Welt, Münchner Merkur - in the past week alone, many media reported on the role of rare earths in the energy transition. The conclusion everywhere: rare earths are not rare but urgently needed. Mining sites, therefore, urgently need to be developed - ideally in a sustainable and environmentally friendly way. We focus on three companies in urgent need of rare earths or considered up-and-coming producers.
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Commented by Nico Popp on February 15th, 2023 | 12:11 CET
Inflation picks up again! Here is what the figures mean for Mercedes-Benz, Power Nickel and Varta
Inflation rates in the US remain high. Consumer prices rose more than expected in January. For investors, this has several meanings: On the one hand, the spectre of recession is likely to have been dispelled; on the other hand, the US Federal Reserve could continue to turn the interest rate screw. What does this mean for innovative companies involved in the mega-trend of electrification? We provide the answers!
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Commented by Juliane Zielonka on February 15th, 2023 | 12:01 CET
Altech Advanced Materials, Volkswagen, BASF - Innovative strength pushes growth
In the hunt for the precious raw materials needed for the energy transition, carmaker Volkswagen now has Canada on its radar. There, the Company wants to extract the lithium it so urgently needs for electric batteries. The Company would do well to reorganize its supply chains, and the EU is pushing for a CO2-friendly transformation of the automotive industry. The Company Altech Advanced Materials promises a higher performance of electric batteries. Its innovative technology allows electric batteries to perform better, which is ideal for the energy turnaround demanded by politicians. Chemical giant BASF is experiencing that politics cannot always be to the advantage of its own company. Once again, it is the EU that wants to ban a product...
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Commented by Fabian Lorenz on February 15th, 2023 | 11:40 CET
Is Tesla hunter BYD almost 100% in? Has the Nel share run hot? When will Manuka Resources jump on?
The Nel share has performed amazingly well in recent months. From mid-October to early February, it increased by around 70% to EUR 1.70. Since then, the stock has been taking a well-deserved breather. Will the rally continue? According to Goldman Sachs, the air is getting thin. But there is also positive news. There is also that of BYD. The Tesla hunter is building another battery factory, and analysts are raising their estimates after solid figures. Manuka Resources wants to present strong drilling results. For this purpose, a new drilling program near an existing mine has now been approved. In addition to gold and silver, high-grade copper deposits, zinc, and lead are expected. In addition, a complete reassessment is still possible.
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Commented by André Will-Laudien on February 15th, 2023 | 11:00 CET
Super Bowl spoils Tesla's bullish mood: Plug Power, First Hydrogen, Nel, ThyssenKrupp - Hydrogen is taking off!
In a true football thriller, the Kansas City Chiefs narrowly defeated their opponents Philadelphia Eagles, just before the end of the game. But it was not just on the field that fans were treated to a spectacle. The commercials during the billion-dollar live broadcast were also eye-catchers, as they are every year. One Super Bowl commercial was a good fight against Tesla's "Full Self Driving" (FSD) mode. Software entrepreneur Dan O'Dowd invested a total of USD 598,000 in his "Dawn Project" campaign. According to its homepage, its goal is to make computers safer for humanity. In the case of Tesla's FSD installations, the campaign sees this as not guaranteed and even judges them to be life-threatening for other road users. From Tesla's side, the content of the commercial was described as "fake". Exciting to see how this case will turn out. We turn away from e-mobility and look at the opportunities for hydrogen.
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Commented by Fabian Lorenz on February 9th, 2023 | 19:42 CET
BYD, American Lithium, Altech Advanced Materials: Shares in rally mode
The rally at the beginning of the year on the stock markets has surprised many investors. Among the winners are the shares of BYD, American Lithium, and Altech Advanced Materials AG. All three are already showing significant double-digit price increases after the first few weeks. And the chances are good that the positive developments will continue. That is because they are benefiting from the boom in electric mobility. In the current year, BYD is relying heavily on foreign expansion outside its home market of China. The first vehicles have now been delivered in India. In the future, the Chinese carmaker's batteries could contain lithium from American Lithium. In any case, the Canadian company has published a promising resource estimate, and the IPO of the uranium division may become the next share price driver. Altech Advanced Materials is working on a new generation of batteries with the Fraunhofer Institute. More and more investors are discovering the Altech share. The market capitalization is not high.
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