Electromobility
Commented by Juliane Zielonka on June 2nd, 2022 | 12:23 CEST
First Hydrogen, Plug Power, BYD - Green energy as a propulsion accelerator
Nine million people worldwide died from air pollution in 2019. According to the journal The Lancet Planetary Health, that makes dirty air more dangerous than deaths from drug abuse or alcohol consumption. Governments in Europe and China are developing new incentive programs to encourage industry partners to move faster than planned to green energy. First Hydrogen, BYD and Plug Power demonstrate what is happening in the market through their current projects.
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Commented by Carsten Mainitz on June 1st, 2022 | 14:57 CEST
Allkem, Almonty, BYD - Are super batteries causing share prices to explode?
Battery or hydrogen? Opinions are divided on the subject of e-mobility. The lengthy charging process for lithium-ion batteries, in particular, is a constant source of criticism. But now there is hope: Scientists at Cambridge University have developed batteries that can be charged to 90% in five minutes, whereas conventional batteries take hours. However, in addition to lithium, they also require tungsten and niobium, which are among the critical raw materials. Boron and sodium could also play an important role in the future.
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Commented by Stefan Feulner on May 30th, 2022 | 13:42 CEST
Great opportunities in alternative energies - BYD, Altech Advanced Materials, Nordex
Policymakers are accelerating the shift from fossil fuels to alternative energy sources, and the Ukraine conflict is adding further momentum to this process. In the field of electromobility, manufacturers are fighting for the best batteries with the longest ranges. A start-up may have succeeded in creating a game-changer in the lucrative battery market with a new coating process. Initial pre-feasibility studies show a huge discrepancy between the current stock market value and the project value.
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Commented by Stefan Feulner on May 27th, 2022 | 10:30 CEST
Nel ASA, Erin Ventures, NIO - Using setbacks as long-term opportunities
Since Russia invaded Ukraine, stock markets have corrected sharply, and volatilities have increased significantly. The S&P 500 Volatility Index VIX, for example, rose from under 20 to a high of over 35 points. Individual stocks are also still subject to high fluctuations, with market leaders in promising future-oriented sectors such as hydrogen fuel cell technology, photovoltaics and wind energy losing more than 50%. In such market phases, an anticyclical entry can represent a particularly worthwhile investment. A historic opportunity could also present itself in a critical commodity.
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Commented by André Will-Laudien on May 25th, 2022 | 11:46 CEST
Infineon, BrainChip, Daimler, Volkswagen - High-tech stocks at their best!
The global automotive business is operating according to new laws. That is because e-mobility is a done deal, and if politicians' pronouncements are anything to go by, combustion engines will be history from 2030. As a result, the prerequisites for the industry are also changing because intelligent and powerful chips remain the basis for the further development of future mobility. Supply chains and Chinese reliability are still a problem, and high raw material prices will not make the new vehicles any cheaper. Innovations could be an effective means of combating the erosion of margins. Who is ahead in the market of high-tech players?
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Commented by Fabian Lorenz on May 24th, 2022 | 13:26 CEST
Plug Power and BYD shares are strong: when will Almonty Industries take off?
In weak stock market phases, the top performers of the future often emerge. The Plug Power share, among others, is currently shining due to its relative strength. The weak quarterly figures of the hydrogen specialist Plug Power seem to have been ticked off. Instead, the focus is on political support and a large order. The BYD share is also holding up excellently against the backdrop of the ongoing lockdown in China. There is a tailwind from Credit Suisse, and the new premium model is well received. At Almonty Industries, the CEO expressed confidence about the outlook at an investor conference. The Company is fully financed and will soon dominate the tungsten market outside China and Russia.
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Commented by Carsten Mainitz on May 24th, 2022 | 12:21 CEST
Altech Advanced Materials, Varta, Mercedes - This way!
The latest data from the Federal Statistical Office speak a clear language. E-cars are increasingly in demand. Around 90% of German e-car production is exported. "Made in Germany" therefore still scores points. The performance of the batteries, adequate infrastructure and the availability of essential raw materials such as lithium are important parameters for rapid market penetration. Innovations always remain the trump card. Germany certainly doesn't have to hide in this respect.
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Commented by Armin Schulz on May 17th, 2022 | 10:29 CEST
Varta, Nevada Copper, E.ON - Shares for the electrification of tomorrow
More and more people are gaining access to electricity. In order to make this possible, copper is needed because this industrial metal is the best conductor of electricity. Due to the upheaval in the energy industry towards renewable energies and the electrification of vehicles, demand is increasing. Supply cannot keep pace. Although 2021 copper production has increased by 2.2%, it is only 0.3% above the pre-Corona level. That explains the significant increase in copper prices, and we can expect a supply deficit in 2022 as well. We look at three companies for the electrification of tomorrow.
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Commented by Fabian Lorenz on May 12th, 2022 | 11:12 CEST
BioNTech, BYD and Desert Gold: Shares for the rebound
Is the rebound coming? After the heavy price losses of recent days and weeks, the market seems ripe for a countermovement. However, this would require a little more volume in the market. But then, especially companies that have not disappointed operationally should profit. BioNTech, for example, belongs to this group. The Company has published convincing figures, and analysts see up to 50% price potential. BYD's share price should also pick up speed again. Finally, the rapid shift to electric pureplay seems to be succeeding and HSBC has raised the price target. Gold was not a safe haven in the current correction. But it is worth looking at bombed-out stocks here as well. Desert Gold Ventures is one of them. The explorer has started a new drill program and secured financing.
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Commented by Nico Popp on May 9th, 2022 | 12:50 CEST
Progress at any price! Mercedes-Benz, BrainChip, Varta
People want mobility. We cannot convey a future full of renunciation. Instead, sustainable innovations must be made attractive. What sounds like squaring the circle from today's perspective can become a well-rounded affair in the long term - if ideas meet technology. We present three stocks related to the future of mobility and explain where investors can also see the potential.
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