Electromobility
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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Commented by Armin Schulz on September 7th, 2022 | 10:58 CEST
Edison Lithium, Rock Tech Lithium, BYD - Shares of the entire lithium value chain
Since all car companies have entered the e-mobility market, the demand for batteries for electric vehicles has skyrocketed. An all-out battle has broken out for the components needed for this, which is reflected above all in the price of lithium. While the price was around USD 5,000 per ton at the end of 2020, it was most recently quotes around USD 73,000. Experts even consider further price increases up to USD 100,000 possible because demand is significantly higher than supply. The German Federal Institute for Geosciences and Natural Resources also comes to this conclusion. The lithium market promises to remain exciting in the coming years. Therefore, today we look at three companies along the value chain.
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Commented by André Will-Laudien on September 6th, 2022 | 11:50 CEST
The Tesla hunters: BYD, VW, Altech Advanced Materials, Varta - Which share is ahead?
Alongside autonomous driving and new car-sharing concepts, electromobility represents the mobility of the future. With the electrification of the drive and the storage of the energy required for this in powerful batteries, combustion engines are now to disappear from our roads by 2035 - this is the almost unanimous political view. The aim is to reduce hazardous emissions to health and, simultaneously, to cut emissions of climate-damaging carbon dioxide. This is accompanied by a fundamental change in the automotive and supplier industry: In terms of value, the battery will be by far the largest cost factor in the automobile in the future. What is the current status?
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Commented by Stefan Feulner on September 6th, 2022 | 10:43 CEST
XPeng, Infinity Stone Ventures, Rock Tech Lithium - Enormous growth potential
Bad news for all BYD shareholders, stock market legend Warren Buffett is selling off part of his shares, causing the recently strongly performing stock to falter. Despite the short-term share price turbulence of the Chinese market leader, e-mobility is set for exponential growth in the coming years due to the achievement of climate targets. This development, in turn, is fueling global lithium demand. The raw material needed to build electric car batteries is already becoming scarce. The main beneficiaries of the shortage are likely to be producers of the metal.
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