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Commented by Fabian Lorenz on March 14th, 2024 | 06:30 CET

Aixtron, Standard Lithium, Edison Lithium: Up to 200% upside potential!

  • Mining
  • Lithium
  • Batteries
  • Electromobility

The Aixtron share is working on a comeback. The last few trading days have been positive, and an analyst commentary also gives hope that the crash is over. After all, the medium-term prospects of the plant engineering company are considered promising. Lithium also appears to be recovering. The long-term prospects for the sector are promising. In the case of Standard Lithium, support at USD 1 has held, and analysts see a price potential of more than 200%. At Edison Lithium, a spin-off is creating price fantasy. Will the IPO of the cobalt business bring about a turnaround? In its core business, the Company is focusing on the raw material for the next generation of batteries.

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Commented by Stefan Feulner on February 27th, 2024 | 07:15 CET

BYD, Edison Lithium, Nikola - Electromobility continues to advance

  • Mining
  • Lithium
  • Batteries
  • Electromobility

The German government's decision to stop the environmental bonus has caused a drastic decline in new registrations of electric cars in Germany. After almost 55,000 battery-powered vehicles in December, the number dropped to 22,500 in the first month of the year. According to ADAC, citing data from the Federal Motor Transport Authority, the percentage share of electric vehicles in total new registrations plummeted from 22.6% to 10.5%. By contrast, the situation outside Germany looks considerably more positive. Around 1,120,000 new registrations were registered in the US in 2023, representing a growth of 54%. China remains by far the largest market, with 6.66 million electric vehicles sold, and the growth curve continues to rise at 24%.

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Commented by Juliane Zielonka on February 2nd, 2024 | 07:15 CET

BYD, Edison Lithium, Siemens Energy - Which energy transition stocks are worth considering now

  • Mining
  • Lithium
  • Batteries
  • Electromobility
  • renewableenergies

The global energy transition is being shaped by key players in electromobility and renewable energies. The Chinese car manufacturer BYD continues its expansion in Europe with a new production facility for passenger cars in Hungary. BYD also focuses on sodium-ion batteries as an alternative to lithium-ion batteries for budget and mid-range models. The junior explorer, Edison Lithium, plays a decisive role here in the procurement of raw materials for battery production. Edison Lithium can meet the demand for raw materials for sodium-ion batteries with flying colours and is using this strategic move to its advantage. Edison Lithium's sites are all located in Argentina, which is back on the geopolitical trading floor thanks to its new president, Javier Milei. Siemens Energy, on the other hand, posted solid quarterly results despite ongoing challenges at offshore wind turbine problem child Siemens Gamesa. The Company is increasingly breaking away from its former parent company, Siemens, and will appoint two high-calibre individuals to the Supervisory Board to drive the transformation further.

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Commented by André Will-Laudien on January 16th, 2024 | 07:15 CET

E-mobility boom 2024, when will the German vehicle market take off? BYD, Edison Lithium, VW, BMW

  • Mining
  • Lithium
  • Batteries
  • renewableenergies
  • Electromobility

The last word in e-mobility has not yet been spoken. While BYD is leading the sales list worldwide, Tesla is struggling with important supplier parts and has had to halt production temporarily. German manufacturers have used the last two years to catch up on technical backlogs and are preparing to score points in the "electric world", too. Last year, buyers were offered a state environmental bonus on top, but this was cancelled before Christmas. Now, the market has to prove that it can survive with fewer subsidies. Where are the opportunities for investors?

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Commented by Armin Schulz on December 22nd, 2023 | 07:15 CET

Edison Lithium, Mercedes-Benz, Volkswagen - Electric car premium cancelled: What now?

  • Mining
  • Lithium
  • Electromobility

While electric cars are gaining ground worldwide, the German federal government has decided to end the environmental bonus for electric vehicles. New applications are no longer possible, leading to uncertainty about the future of the e-car market in Germany. This puts the target of 15 million electric cars by 2030 in jeopardy. We will, therefore, look at two of the leading car manufacturers in Germany and analyze what impact this decision will have. We will also look at Edison Lithium, a company that can provide the critical raw materials for electric vehicles. The demand for lithium and cobalt will increase significantly in the coming years.

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Commented by Stefan Feulner on December 13th, 2023 | 08:00 CET

Morphosys, Power Nickel, Nvidia - A pre-Christmas gift

  • Mining
  • Lithium
  • Biotechnology
  • chips

The stock market year 2023 brought with it a lot of volatility and no let-up in both geopolitical and fiscal policy upheavals. Nevertheless, Germany's leading index, the DAX, broke through to a new all-time high, while the precious metal gold also shot up to its highest level ever. On Monday, shareholders of the biotech company Morphosys also experienced a pre-Christmas gift, with an impressive gain of 30% at the end of the trading day.

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Commented by André Will-Laudien on December 13th, 2023 | 07:45 CET

Uranium, lithium or gold? The climate conference tells us which way to go! BYD, Globex Mining, VW and Mercedes!

  • Mining
  • Uranium
  • Lithium
  • Gold

At the international climate conference in Dubai, several Arab countries sharply criticized and ultimately rejected the global move away from fossil fuels. The move by Western countries is an "aggressive attack", said Kuwaiti Oil Minister Saad Hamad Nasser al-Barrak yesterday, Tuesday. "I am astonished by this extraordinary insistence on depriving people and many countries of their basic source of energy. This approach is racist and colonialist," al-Barrak continued. This means that there will be no decision on a global phase-out of oil and gas with the OPEC states. Therefore, the current World Climate Conference is likely to be inconclusive or conclude with unilateral declarations from the EU. However, there is much to suggest that commodities that positively impact the global climate will remain on the import list of industrialized countries. Which shares should be considered in this mixed situation?

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Commented by Stefan Feulner on December 6th, 2023 | 07:20 CET

Rock Tech Lithium, Altech Advanced Materials, Continental - There is a lot of movement here

  • Mining
  • Lithium
  • Technology
  • Batteries

The final few weeks of the year are packed with activity. Before the Christmas tree is decorated and the goose is on the table, several companies are planning significant capital measures for the future. The general conditions appear favorable, as the German leading index, DAX, is on the verge of reaching a new all-time high. Technology stocks have also switched back into rally mode in recent days, boosted by the expected loose monetary policy.

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Commented by André Will-Laudien on December 5th, 2023 | 06:30 CET

Next lithium boom in 2024? Freyr Battery, Edison Lithium, VW, Mercedes - Where are the 100% gainers?

  • Mining
  • Lithium
  • RareEarths
  • Batteries
  • Electromobility

The year 2024 promises to be highly interesting, that much is certain. The so-called electric boom has not yet taken place, and the falling lithium price of minus 80% in the current year speaks volumes. Of course, major investments such as a relatively expensive electric vehicle depend on the general situation and subsidies. However, neither of these contextual factors bode well. On the contrary, state subsidies are falling, and high inflation is weighing on private household budgets. So why not get the good old diesel through the MOT again? After all, continuing to drive an old vehicle is 100 times more sustainable than buying a new electric vehicle with rare and difficult-to-extract metals. While green thoughts are commendable, the costly construction of so-called gigafactories continues. On the stock market, the question arises: Who will ultimately emerge as the winner?

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Commented by Stefan Feulner on November 10th, 2023 | 09:00 CET

Screaming for a turnaround - Siemens Energy, Edison Lithium, Rock Tech Lithium

  • Mining
  • Lithium
  • renewableenergies
  • Electromobility

The future belongs to green energy to achieve climate neutrality by the middle of this century. Despite political support, hydrogen, wind and solar stocks have suffered significant losses in recent months. The raw materials required for this have also slumped due to the threat of a global recession and are now at a two-year low, as in the case of lithium. In the long term, demand for critical raw materials will likely rise sharply again, heralding a new upward trend.

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