Electromobility
Commented by Fabian Lorenz on June 30th, 2022 | 12:44 CEST
BYD on board with Apple? Rebound at Nordex and Defense Metals?
The end of the combustion engine is the next driver of electromobility and thus also of renewable energies. After all, the electricity for e-cars has to come from somewhere. The EU has agreed to ban the sale of diesel and gasoline-powered cars from 2035. That should give further impetus to carmakers like BYD. This is just one of the many good news stories from the Chinese group. In the future, it is reportedly known that it will supply Apple. But from a chart perspective, investors need to pay attention. Nordex also has to be careful not to miss the boat with the competition. To this end, the wind turbine manufacturer has raised fresh capital. Both electromobility and wind and solar technology need selenium earths. And Defense Metals is benefiting from this.
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Commented by André Will-Laudien on June 29th, 2022 | 12:10 CEST
The super battery is coming: Varta, Altech Advanced Materials, BYD, VW - Who will supply it?
In times of energy scarcity, storage is essential in addition to generation. Engineering firms worldwide are currently searching for the "super battery." It should contain fewer pollutants, be rechargeable many times, allow for a high capacity and not cause problems during later disposal. We will not be able to reconcile all of these criteria anytime soon, but in the overall process, even incremental steps are having a significant effect as the energy storage sector evolves into the next trillion-dollar market. Here is a selection of companies that are already making a major contribution.
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Commented by Carsten Mainitz on June 29th, 2022 | 11:44 CEST
First Hydrogen, Daimler Truck, Mercedes-Benz - Will the EU Parliament's exit from combustion engines provide the next boost?
A few days ago, the EU Parliament decided to phase out combustion engines in cars and small commercial vehicles by 2035. The approval of the individual member states is still required to adopt the new directive. Although there are currently still disagreements within the German government as to whether Germany should agree to the ban, the directive can be passed with binding effect by a qualified majority even if Germany abstains. What impact would such a ban have?
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Commented by Nico Popp on June 28th, 2022 | 11:47 CEST
What comes after inflation: BYD, Desert Gold, Barrick Gold
The course of time cannot be stopped. A resourceful investor should try to find something good in every development. That is particularly easy with green trends such as renewable energy and e-mobility. But even the current crisis holds long-term potential. Below, we outline what that potential is and how investors can position themselves right now.
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Commented by André Will-Laudien on June 22nd, 2022 | 14:35 CEST
Metal rally: BYD, Almonty Industries, BASF, Nordex - Which shares will be climate change winners?
Germany is bracing itself for a difficult winter. Gas supplies from Russia are dwindling. The reason that Siemens Energy is not getting a move on with urgent maintenance here is more likely to be interpreted politically. If Germany continues to join the international arms deliveries to Ukraine, things will likely get tense in the winter. Minister Habeck is calling on the German people to save energy and wants to offer corresponding rewards, but nuclear power plants are still being left out. It is all a bit confusing, but France is already standing by to compensate for Germany's botched energy policy with high-priced electricity supply contracts. So the citizen will have to pay for the red-green climate policy. Where are the opportunities for investors in this environment?
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Commented by Stefan Feulner on June 22nd, 2022 | 11:22 CEST
New opportunities in the supercycle - Glencore, Defense Metals, NIO
Concerns about a further sharp rise in inflation sent the stock markets into a tailspin in recent weeks. The main reason for the enormous inflation was exploding energy and commodity prices. In addition to crude oil and natural gas, metals important for industry, such as copper and rare earth metals, are currently correcting. This should again offer an opportunity to participate in the supercycles in the long term.
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Commented by Armin Schulz on June 20th, 2022 | 10:34 CEST
Varta, Altech Advanced Materials, BYD - Full focus on the battery of the future for e-cars
The farewell to the combustion engine is a done deal. In the future, passenger cars will be powered electrically. The battery is crucial for success. Elon Musk said years ago, "The battery is our biggest bottleneck." It is still true today, as the batteries limit range and charging times remain high. Whoever succeeds in producing a better battery with less weight, longer durability, and faster charging can clearly set themselves apart from the competition. Today, we take a look at three companies that are tackling the development of the e-car battery of the future.
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Commented by Fabian Lorenz on June 16th, 2022 | 13:37 CEST
Insider alert at Varta, recommendation for Plug Power, Altech Advanced Materials with news
The energy and mobility turnaround is in full swing. Nevertheless, shares from this sector have also taken a beating in the stock market quake of recent weeks. Today we look at companies from this future market with current news. Alarm bells are ringing at Varta. A few days before the annual general meeting, an insider sells shares and generates an amount in the double-digit millions. At the same time, important news is imminent. Plug Power has recently seen a positive news flow. Nevertheless, the share has lost considerable ground - but according to an analyst, triple-digit price gains await. Such gains do not seem unrealistic for Altech Advanced Materials either if battery technology can be revolutionized.
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Commented by Fabian Lorenz on June 15th, 2022 | 13:47 CEST
Big bang for BYD and Rheinmetall: wallstreet:online insider buying
Investors need strong nerves at the moment. Stock markets worldwide are shaking, and it is not just technology stocks that are plummeting. But, there are also opportunities. It is important to check the portfolio and bet on the right shares. Rheinmetall seems to be unstoppable at the moment. Goldman Sachs sees significant upside potential, and the new Panther tank is causing a stir. Analysts are also optimistic about BYD, and speculation about a deal with Tesla is driving the share to a new all-time high in euro terms. wallstreet:online is a long way from that. But the business is going, insiders are buying shares, and analysts advise to buy.
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Commented by Stefan Feulner on June 13th, 2022 | 11:56 CEST
No bear market - Saturn Oil + Gas, BYD and Rheinmetall with new momentum
Due to the great uncertainties regarding the geopolitical situation and rampant inflation concerns, the markets are correcting drastically. The broad-based US leading index, S&P 500, is at the beginning of a bear market with a loss of almost 20% since the beginning of the year. While fear and panic prevail on the global stock markets, individual stocks from various sectors are moving in the opposite direction and even posting new highs. The seeds for further growth have now been sown at a growing oil producer.
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