Lithium
Commented by Fabian Lorenz on February 14th, 2025 | 07:00 CET
SHARE PRICES are falling at Plug Power, Nel, and Hensoldt! BUY RECOMMENDATION for BMW partner European Lithium!
Buy opportunity or bankruptcy? Shares in Plug Power, Nel, and Hensoldt are under pressure these days. The former hydrogen favorites are facing one piece of bad news after another. After mass layoffs at Nel, the next catastrophe comes from Plug Power. Investors are also getting nervous about Rheinmetall, Renk, and Hensoldt. Is a correction looming? Analysts believe the correction at Hensoldt should be seen as a buying opportunity. At BMW partner European Lithium, analysts even see potential for a multiple increase in value. The stock, which focuses on lithium and rare earths, has gained traction, and the current consolidation offers an exciting entry opportunity. Even peace in Ukraine could benefit these companies.
ReadCommented by Armin Schulz on February 6th, 2025 | 07:10 CET
Siemens Energy, European Lithium, BYD – Lithium: short-term pressure, long-term opportunities
Even though the lithium price is at rock bottom, many indicators are signalling a long-term recovery of the lithium market. Demand for lithium-ion batteries is being fueled by the increased use of electric vehicles and the expansion of renewable energies. At the same time, producers are already reacting with project delays and mine closures, which could create short-term supply bottlenecks. Given that the EU sources 79% of its lithium from China, a possible trade war should prompt the EU to seek alternatives. Analysts expect a stabilization by 2026 at the latest as the energy transition is progressing. Those who believe in the further electrification of the world should invest now, as the long-term prospects are promising.
ReadCommented by Stefan Feulner on January 28th, 2025 | 07:00 CET
Rheinmetall, European Lithium, BYD – Drastic measures
The pressure from the former and current US president to increase defense spending among NATO partners remains high, which means that defense companies will likely face a revaluation. By contrast, subsidies for electric vehicles in the US are on the verge of being phased out. However, industry experts and analysts are convinced that the global trend towards electric mobility will remain unaffected. China remains the largest growth market for electric vehicles, with a share of 65% and 11 million vehicles sold, and the trend is rising. As a result, the demand for the basic raw material lithium is increasing.
ReadCommented by Juliane Zielonka on January 20th, 2025 | 15:50 CET
D-Wave, European Lithium, BYD – Silicon Valley, the Alps, China: The tech axis of the future
The digital revolution is advancing in quantum leaps: the Silicon Valley company D-Wave is accelerating conventional computing processes by a factor of 2,000 with its groundbreaking quantum computing technology. Analysts predict that its share price will double this year. The Austrian company European Lithium is profiting from the unbroken demand for the same raw material. With its property in beautiful Carinthia, the exploration and mining company has the potential to take the lead among European lithium producers. Automaker BMW is already on board, having invested millions. Analysts predict a growth of 500% for European Lithium shares. In this phase of transformation, shifts in power are also becoming apparent: BYD, originally a battery manufacturer and now China's largest electric vehicle producer, plans to take over two German Volkswagen plants – a symbolic turning point in European industrial history. Where are the best opportunities for investors?
ReadCommented by Juliane Zielonka on January 16th, 2025 | 07:10 CET
BASF, Globex Mining, BP – Industrial giants in transition: Billion-dollar lawsuits, the lithium boom, and the turbulence of the energy transition
The global raw materials and energy industry is undergoing a profound transformation: established oil companies like BP are struggling with profit warnings and feeling the pain of the transformation that the energy transition and changing demand are forcing upon them. The goal is to include more renewable energy sources in the portfolio. The existing shareholders are not particularly enthusiastic about this. Meanwhile, the increasing demand for electric mobility is opening up new opportunities in the raw materials sector – the Canadian company Globex Mining is scoring points here with a clever business model and promising lithium discoveries. Investors benefit from the mining company's numerous properties and extensive raw materials portfolio. In contrast, BASF has filed a lawsuit against competitors in the amount of EUR 1.4 billion at the Munich District Court. Four companies are said to have made unfair price agreements; BASF wants fair competition. Read more about the strategies of the three global players.
ReadCommented by Armin Schulz on January 6th, 2025 | 07:15 CET
Volkswagen undervalued! What about European Lithium and BYD?
Looking at the market for electric vehicles in Germany, the outlook seems bleak. However, taking a broader view, the global picture tells a different story. Battery production is also steadily rising, driving a growing demand for lithium. Currently, the lithium supply is still sufficient, but experts predict that by 2030 demand will exceed supply. The reason for this is not only the automotive industry but also the demand for energy storage for renewable energies. We take a look at three companies and their current situation.
ReadCommented by Fabian Lorenz on January 2nd, 2025 | 07:05 CET
+500% return in 2025 with D-Wave, Plug Power, or BMW partner European Lithium stock?
500% price gain in 2 months! This is extraordinary but possible, as D-Wave's share price demonstrated at the end of 2024. Analysts believe that European Lithium's share price is capable of a similar price jump. Maybe not in 2 months, but there is massive upside potential expected by March. Experts believe that lithium can make a comeback in the new year. BMW partner European Lithium, with deposits in Austria and Ireland, should benefit from this. Additionally, the Company has other valuable resources, including rare earth elements. Plug Power shareholders are hoping for a hydrogen comeback. Can the turnaround succeed, or is insolvency looming at the start of the year? By contrast, quantum computing is likely to continue to electrify the stock market in the new year. So, will the rally continue for D-Wave & Co.?
ReadCommented by Stefan Feulner on May 13th, 2024 | 06:30 CEST
Rheinmetall, Power Nickel, Bloom Energy - Will the rally continue?
After a brief pause in recent weeks, the rally in Germany's leading index, the DAX, has continued unabated, with the target of 19,000 points already in sight. Defense stocks remain the undisputed top performers. Another sector that has taken center stage in recent weeks is commodities. In addition to gold, silver and copper, the industrial metals lithium and nickel are also forming solid foundations for the next upward impulse. Corresponding companies were already running ahead of the base value.
ReadCommented by Stefan Feulner on May 6th, 2024 | 07:00 CEST
Canopy Growth, Globex Mining and Rock Tech Lithium with strong signals
Now that the precious metals gold and silver are taking a breather after a rally, other markets are becoming the focus of investor interest. In addition to copper, which is likely to reach new highs in the medium term due to supply shortages, lithium, an industrial metal essential for electromobility, continues to work on bottoming out. However, the highlight of the past week in terms of volatility was cannabis stocks, which are expected to remain in focus in the coming weeks.
ReadCommented by Stefan Feulner on April 15th, 2024 | 06:45 CEST
First Majestic Silver, Desert Gold, Albemarle - Escalation paves the way
The events at the weekend, during which Iran carried out a massive airstrike on Israel for the first time, are likely to have escalated the already troubled geopolitics to a new level. It is not yet known whether Israel is planning a counter-attack. Precious metals gold and silver are once again likely to benefit from the uncertainties following the rather weak close to the week. The yellow precious metal could recapture the USD 2,400 per ounce mark, which could also boost the shares of producers and gold exploration companies.
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