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Commented by Nico Popp on October 2nd, 2023 | 07:55 CEST

Tremors in the Industry - What goes, What stays: ThyssenKrupp, First Hydrogen, BYD

  • Hydrogen
  • greenhydrogen
  • Electromobility
  • Steel

ThyssenKrupp no longer wants to be (almost) just a steel conglomerate. Donald Trump sees the transition to sustainable transportation as an attack on the industry, and in parallel, Germany is pondering how to change course. We shed light on the tremors in the industry and explain which technologies are yesterday's news and where new long-term potential is emerging. This much can be revealed in advance: Surprises lurk off the well-trodden tracks!

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Commented by Nico Popp on September 28th, 2023 | 09:05 CEST

Germany - Car Country? The exodus begins: Mercedes-Benz, Volkswagen, First Phosphate

  • Mining
  • phosphate
  • Electromobility
  • Energy

Cars still play a significant role in Germany. Many households have two vehicles, some even more. However, sales of new cars have weakened recently - the question of whether to buy a combustion engine or an electric vehicle, along with inflation, have deterred many buyers. German brand manufacturers are now being attracted to the US. There, they are enticed by subsidies and an intact market. Find out what the latest plans of Mercedes-Benz, Volkswagen, and others entail and which relatively unknown company could benefit.

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Commented by Fabian Lorenz on September 28th, 2023 | 07:10 CEST

BYD unstoppable. Sell Varta shares? 200% with Almonty Industries?

  • Mining
  • Tungsten
  • Electromobility
  • renewableenergies

Electromobility and the energy transition offer numerous investment opportunities along the value chain. Take BYD, for example. The Chinese company is increasingly becoming the e-car market leader. Could they soon even dethrone Tesla? That should make the stock interesting. And what about Varta? The battery manufacturer disappointed investors last year. Is the stock attractive now? Analysts continue to take a critical view of the Company. Almonty Industries is a different story. After the latest half-year figures, the experts at Sphene Capital advise buying. From 2024, sales and profits of the tungsten producer are expected to grow strongly. According to the analysts, the share could triple.

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Commented by André Will-Laudien on September 27th, 2023 | 08:05 CEST

The high-tech gold rush on the Nasdaq is waning: BYD, Manuka Resources, and Infineon remain on the buy list

  • Mining
  • Vanadium
  • Electromobility
  • Technology
  • GreenTech

For those investing in green or high-tech sectors, keeping an eye on the supply chains of raw materials is crucial. After all, in times of geopolitical upheaval, nothing seems more important to the industry than securing its foreign sources of critical resources. The EU and the US have already responded by adding several metals to the list of strategic elements. For the capital markets, too, the fight against global warming has become an issue that cannot be ignored. We focus on successful protagonists that can enhance any portfolio.

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Commented by Juliane Zielonka on September 22nd, 2023 | 06:50 CEST

Cardiol Therapeutics, BioNTech, BYD - At top speed to new markets

  • Biotechnology
  • Pharma
  • Electromobility

Cardiol Therapeutics is enjoying a remarkable development. The biotech company is now rolling out its ARCHER patient recruitment trial internationally at 35 participating centers. This accelerates research in the development of their therapy to combat myocarditis, a heart inflammation which has been associated with COVID-19 vaccination. For Cardiol Therapeutics, this represents an opportunity to get its therapy approved as an orphan drug. Approval is also at stake for BioNTech. With a multimillion-dollar funding boost, the Company is working on accelerated approval for a vaccine against a virus that caused quite a stir last year. The shortened development time is likely to impress investors. While business nations agree on fighting viruses, they disagree on commodities for the road. The EU would prefer to restrict BYD's successful sales on domestic roads - by imposing tariffs. BYD, meanwhile, is tapping into a completely different market.

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Commented by Nico Popp on September 21st, 2023 | 07:00 CEST

Turnaround cancelled? Where 100% is possible: Varta, BYD, Manuka Resources

  • Mining
  • Vanadium
  • PreciousMetals
  • Batteries
  • Electromobility

When soccer players move to a better team, it usually comes with higher earnings. Sometimes, the training is more intense, and the tasks off the pitch are more extensive. It is no longer comparable to the idyllic life at their former club. Athletes are then faced with the question, "Give up or bite the bullet?" The situation is similar for battery pioneer Varta, which is implementing its e-car plans with Porsche, of all companies. The sports car manufacturer offers major growth opportunities but is also considered meticulous among engineers. We highlight Varta's stock, take a look at BYD and outline opportunities at a company many have never heard of!

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Commented by Nico Popp on September 20th, 2023 | 08:10 CEST

Investing in Value Chains - The End for an Institution: AMS Osram, Volkswagen, Almonty

  • Mining
  • Tungsten
  • Electromobility
  • renewableenergies

For years, the Transparent Factory in Dresden was a symbol of confidence at the end of the 1990s: Volkswagen wanted to catch up with the premium class in the modern car factory and had the Phaeton luxury sedan rolling off the production line there until 2016. After several years, during which the ID.3 electric car was manufactured there, the site is on the brink of closure - at least as a production facility. The property in the Elbe metropolis is too chic for VW not to find another use for it. The automotive industry is also undergoing change elsewhere. We outline three current cases and highlight possible investment opportunities.

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Commented by André Will-Laudien on September 19th, 2023 | 08:05 CEST

Hydrogen on sale! Here is the alternative: BYD, Altech Advanced Materials, BASF, Volkswagen

  • Innovations
  • Batteries
  • Electromobility
  • renewableenergies
  • Hydrogen

While the IAA Mobility ended with satisfied faces, it did not bring good vibes to local automotive stocks. More than 500,000 visitors attended to be convinced of innovations for a climate-friendly future. Half of the 750 exhibitors came from abroad, and 109 nations were represented. However, those who went with the expectation of finding major breakthroughs were disappointed. The familiar lithium-ion battery still dominates with over 95% usage. Industrially viable alternatives, however, are already in the development stage. Those who think ahead are opting for modern battery concepts.

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Commented by Stefan Feulner on September 18th, 2023 | 08:00 CEST

Automotive stocks surging - Nikola, First Hydrogen, Volkswagen AG

  • Hydrogen
  • greenhydrogen
  • Electromobility

While BMW faced a setback due to a downgrade by the British investment bank Barclays from EUR 107.50 to EUR 92.50 and the new rating "Underweight", other automotive stocks celebrated significant price gains. Especially in the field of alternative propulsion, there are companies with substantial growth potential that, despite the prevailing market correction, continue to hold promise for sustainable growth.

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Commented by Fabian Lorenz on September 14th, 2023 | 08:25 CEST

EU investigates BYD! Share staggers. BASF and First Phosphate bet on the battery market

  • Mining
  • phosphate
  • Electromobility
  • chemicals

Alarm bells at BYD. The European Commission is investigating the extent to which Chinese e-car manufacturers have received unauthorized subsidies for electric vehicles and can now flood the world market with cheap vehicles. This is weighing on BYD shares, which should actually benefit from the ongoing IAA. In contrast, First Phosphate reports another success. Following the preliminary economic evaluation, tests have now shown that phosphate rock from the Canadians is of high quality and suitable for producing lithium iron phosphate batteries. German chemical giant BASF is also expanding its activities in the battery sector. After setting up a plant in Germany, it is now moving to the United States. But analysts are currently skeptical about the stock.

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