Electromobility
Commented by Juliane Zielonka on August 4th, 2022 | 12:52 CEST
Manuka, BYD, AMD - These companies stand for sustainable, strategically planned growth
With a share of 4.7%, iron is the tenth most common element in our universe and one of the most common on our planet. In industry, the raw material is in hot demand. The Australian Company Manuka has recognized this and acquired a strategically valuable project, which can profitably supply the explorer for the next 20 years. One customer for iron is the automotive industry. BYD will start selling its cars in Germany and Sweden this year. In contrast to the competition from VW and Volvo, the Chinese carmaker has installed enough semiconductors in its mobiles. AMD is also benefiting from this. The chipmaker saw sales growth in its embedded division, which includes semiconductors for cars. AMD's earnings call for the quarter showed a clear trend of where the growth is happening...
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Commented by Carsten Mainitz on August 4th, 2022 | 11:51 CEST
Nel, Altech Advanced Materials, Mercedes - It is getting exciting!
The challenges for the implementation of the energy turnaround are great. The desire to make greater use of renewable energy sources increased in light of the Ukraine war and the dependence on Russia that has become visible. Even after the highs of the Corona pandemic, supply chain issues and increased commodity prices continue to weigh. China's sabre-rattling illustrates that globalization not only brings benefits but also creates dependencies. In this respect, it is prudent for countries and industries to increasingly rely on national "solutions" or those that emanate from secure jurisdictions. In the megatrends of hydrogen technology and electromobility, investors should also keep an eye out for exciting companies from the second tier.
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Commented by Armin Schulz on August 3rd, 2022 | 14:15 CEST
Alpha Copper, Nordex, Volkswagen - Has the copper price found its bottom?
On July 15, the copper price briefly traded below USD 7,000 per ton. Since then, the price has risen strongly again to over USD 7,800 per ton. Copper has the reputation of being a leading indicator for the economy, as the metal is used in almost all industrial sectors and electrical products. Fears of a recession have been present in the markets for some time, driven by inflation and recently rising interest rates. Added to this is the zero-Covid policy of the Chinese, which leads to falling demand from commodity-hungry China. The latest statements by FED Chairman Jerome Powell give the markets hope that the worst is over. The copper price so far confirms this view.
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Commented by Fabian Lorenz on August 3rd, 2022 | 10:50 CEST
Varta at EUR 64 or EUR 102? Will BioNTech and Kleos Space make the breakout?
The stock market environment is currently friendly, and technology stocks, in particular, are in a recovery rally. Investors are driven by the hope that inflation will weaken and that an end to the interest rate increase cycle of the US Federal Reserve will at least become foreseeable. If this were the case, we would not be in a bear market rally, but at the beginning of a new bull market. But not all stocks have been able to benefit from the good mood in recent weeks. Rightly so? In the case of Varta, the answer is yes - the Company shocked shareholders with a profit warning on Saturday. However, the price targets of analysts diverge significantly. The BioNTech share is unusually quiet. There is positive news from the Company itself and its partner Pfizer. With the quarterly figures next week, an attempt to break out of the sideways trend could take place. Kleos Space is also currently making this attempt. Investors are positioning themselves with the high-tech company in preparation for the next milestone.
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Commented by André Will-Laudien on August 2nd, 2022 | 12:43 CEST
How much lithium do BYD, VW, Tesla and Co. need? Standard Lithium, Edison Lithium - Who can deliver quickly?
Parallel to the electric car boom, many raw material prices have also exploded. Lithium has risen 1200% in price in Chinese yuan since the beginning of 2021, and nickel has risen by 40%. Against the backdrop of continued high global demand for e-vehicles, many high-performance batteries will be needed. As a result, just about every automaker is planning with its own specifications on how to handle battery procurement. BYD, VW, Daimler and Tesla already have their gigafactories or are currently planning them. Lithium is one of a battery's most important raw material components, along with nickel, cobalt, graphite and copper. However, the quantities available on the markets are limited, as producers are also still thin on the ground. We shed light on a market that is determined by shortages.
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Commented by Carsten Mainitz on July 28th, 2022 | 11:58 CEST
BYD, Almonty Industries, BASF - Positive analyst opinions
The first half of the current stock market year brought heavy losses due to political and economic uncertainties. For the leading American index, the S&P 500, this led to the most significant price correction since the 1970s. In Germany, the DAX 40 lost around 20% of its value. Investors are now eagerly awaiting the second quarter results. In addition to Deutsche Bank, carmaker Mercedes-Benz also posted surprisingly good results. The chemical company BASF is also more confident despite the existing gas crisis.
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Commented by Fabian Lorenz on July 27th, 2022 | 11:45 CEST
Opportunity for BYD, Plug Power and dynaCERT? Russia turns on the gas tap
Since yesterday, significantly less gas is flowing through the Nord Stream 1 pipeline to Germany. Russia is thus currently supplying only 20% of the possible capacity, showing again how unreliable Russia is and how dependent Western Europe - especially Germany is. On the other hand, it shows how important it is to promote alternative energies and energy efficiency, which means opportunities for companies like BYD, Plug Power and dynaCERT. Chinese carmaker BYD wants to expand its battery production and analysts see over 100% share price potential. dynaCERT could be due for a revaluation due to certification. Plug Power shareholders are currently watching the discussion about the government subsidy for hydrogen in the USA with bated breath.
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Commented by Armin Schulz on July 25th, 2022 | 12:55 CEST
Rock Tech Lithium, Edison Lithium, Standard Lithium - Demand for lithium is increasing faster than supply
At an industry workshop on lithium price and supply risks hosted by the German Raw Materials Agency, it quickly became clear that lithium is facing a bottleneck. Demand in 2030 is expected to be between 316,000 and 558,000 metric tons of lithium. By comparison, only 82,000 tons were produced in 2020. The target of 15 million electric cars on Germany's roads is thus at risk. The Handelsblatt recently referred to calculations by the Federal Institute for Geosciences and Natural Resources, which clearly show that there will not be enough lithium. Therefore, we take a look at three companies from the lithium sector that will benefit from the high demand.
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Commented by André Will-Laudien on July 22nd, 2022 | 16:42 CEST
BYD, Tocvan Ventures, Nel ASA, Plug Power - Money is flowing into these turbo stocks!
Some companies were under extreme pressure during the crisis and lost a good 2/3 of their share price. Today, it is essential to assess whether the business models can recover quickly after the crisis or whether the adjustment path could be a bit slower. Following the latest interest rate hikes, also in Europe, the economic environment could cloud over for the time being. That is because higher interest rates also make financing much more difficult. We look at a selection of potential "turbo stocks" that should immediately be back on investors' lists if momentum picks up.
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Commented by Juliane Zielonka on July 21st, 2022 | 11:29 CEST
dynaCERT, Mercedes-Benz Group, Volkswagen - Luxury shopping, retro branding and applicable green technology
The future of automotive is characterized by emission-free drives. Soon, the Mercedes will become a payment device through fingerprint technology in the car. It will be the first automotive company in the world to embed a Visa cloud token framework in its vehicles. Competitor Volkswagen, on the other hand, is focusing on retro branding and strengthening its US business with its own fully electric pickup brand. Meanwhile, dynaCERT offers applicable technology for diesel engines of all types for sustainable greenhouse gas reductions. Investors will find out how far the Company has come with its development in September at the IAA in Hanover.
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