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Commented by Fabian Lorenz on May 11th, 2023 | 12:40 CEST

Drumbeat in the lithium sector! BYD, Standard Lithium and Grid Metals

  • Lithium
  • Battery
  • Electromobility

A major merger is brewing in the lithium sector: Australia's Alkem has announced its intention to take over its US competitor Livent. This is further impetus for lithium shares to complete their sharp correction. The Bank of America, among others, sees light at the end of the tunnel. The price of lithium has stabilized, battery manufacturers have reduced their inventories, and the reopening of China is causing demand to rise. Against the background of the threatened nationalization - or at least partial nationalization - of lithium projects in Chile, investors should closely examine where the mining areas are located. This is where Standard Lithium, active in the US, and Grid Metals, active in Canada, come into play. Are carmakers like BYD, Volkswagen or Tesla grabbing hold of exciting projects in North America?

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Commented by André Will-Laudien on May 11th, 2023 | 12:30 CEST

Financial crisis - which financial crisis? Spring bull market ahead: Mercedes-Benz, Blackrock Silver, Nel ASA, Plug Power - Still getting in now?

  • Mining
  • Lithium
  • Hydrogen
  • Electromobility

The stock markets are jumping from one high to the next. If it even comes, the long-anticipated recession has already been mentally filed away. That is because the GFK consumer climate index has been rising for 8 months, and the ifo index is once again close to the 100 mark at 96.5, which is considered an expansion signal among economists. Uncertainty in the financial sector could not be greater due to overnight takeovers. But after 8 consecutive US interest rate hikes, some market participants now believe the hawkish period is over. Since the ECB has been reluctant to get into the inflation fight, only 5 rate hikes have been registered here. Gold, silver, and even lithium are sensing the arrival of spring once again. We will now focus on three interesting stocks.

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Commented by Nico Popp on May 9th, 2023 | 09:40 CEST

Security of supply? More and more commodity deals are wobbling: Lynas Rare Earths, Power Nickel, Volkswagen

  • Mining
  • RareEarths
  • Lithium
  • Nickel
  • Electromobility

Critical raw materials, such as lithium, rare earths and nickel, are indispensable for the desired mobility and heat transition. But which companies can secure the raw materials now in demand? And which mining regions are suitable? Recently, producing countries have become more and more self-confident - reason enough for investors to turn to safe mining regions.

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Commented by André Will-Laudien on May 5th, 2023 | 09:50 CEST

The future calls for battery metals! BYD, Grid Metals, VW - The international pecking order in e-mobility is reshuffling!

  • Mining
  • Lithium
  • Batteries
  • Electromobility
  • climatechange

Since Western governments have finally started to get serious about climate protection, the media have focused on the areas of energy, mobility and health. It is clear to all participants that the changes in the world climate will lead to undesirable developments. Glaciers are melting, the earth's temperature is rising, and the oceans are already too warm for many species. Huge investments are being made in renewable power generation and modern mobility solutions, and it requires access to metals. Some companies are making a name for themselves, and shareholders can profit from this.

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Commented by Fabian Lorenz on April 27th, 2023 | 09:15 CEST

Plug Power stops sell-off? BYD is grabbing lithium, and Defense Metals is doing well

  • Mining
  • Lithium
  • RareEarths
  • renewableenergies

In Germany, the last nuclear power plants have been taken off the grid, and in North America, one battery factory after another is being built. Hydrogen is also booming. The Fraunhofer Institute, however, sees few opportunities in the passenger car sector. Experts list the lack of a filling station network and the relatively high prices for hydrogen as disadvantages compared to battery technology. Plug Power, among others, is working on improving the refuelling situation. The operating business of the Americans is in deep red. Can the Q1 figures stop the sell-off of the share? BYD shares, on the other hand, made significant gains yesterday. The Chinese are fully committed to e-cars and have entered into a lithium partnership in Chile for the necessary batteries. It is interesting to note that only a few days ago, the government of the South American country announced that it would nationalize lithium production. Is China thus grabbing the huge lithium deposits in Chile? The battle for raw materials is coming to a head. Defense Metals should profit from this. The rare earth project is located in legally secure Canada and is considered extremely promising.

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Commented by Fabian Lorenz on April 26th, 2023 | 08:55 CEST

Caution at Nel ASA and drumbeat at Volkswagen: Can Canadian North Resources profit?

  • Mining
  • PreciousMetals
  • Nickel
  • Lithium
  • Electromobility

Things are getting exciting for shareholders of Nel ASA. The hydrogen pioneer will publish its figures for the first quarter tomorrow. A current buy recommendation does not help the share price. At least the expectations for the figures are anything but high at the moment. Is there anything positive to report on the order book? Plug Power recently placed an order with a competitor. In the battery sector, Volkswagen has caused a sensation. The Wolfsburg-based company has announced its intention to build its largest battery factory to date in Canada. The Canadian government is subsidizing the project and expects thousands of new jobs at VW and its suppliers. The latter could include Canadian North Resources. The Company is currently developing a vast area and has already found copper, nickel, cobalt, platinum, and palladium there. Another drilling programme has just been launched. It is hoped that lithium will also be found.

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Commented by Nico Popp on April 17th, 2023 | 09:30 CEST

E-car surprise in China: Mercedes-Benz, BYD, Grid Metals

  • Mining
  • Electromobility
  • Lithium
  • Nickel
  • Commodities

E-cars? Yes, please! At least, that is the case for Mercedes CEO Ola Källenius. He sees his company clearly focused on the electric drive - regardless of technology openness. This seems to be paying off at Mercedes: In the first quarter, the Swabians sold almost twice as many e-cars as in the previous year. But how far can this growth go? What do the absolute figures say? We make the comparison and outline investment opportunities.

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Commented by Nico Popp on April 14th, 2023 | 10:38 CEST

Opportunity-oriented investing: Barrick Gold, Canadian North Resources, Steinhoff

  • Mining
  • Gold
  • Lithium
  • Commodities

Inflation in the US is rising less quickly than expected - but what is the gold price doing? It remains at a high level. The reason is that the situation in many currency areas remains tense. The Eurozone, for example, is still far from inflation rates with a five before the decimal point. Investors should therefore continue to keep gold and commodities on their radar. We show which investments could be worthwhile.

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Commented by Stefan Feulner on April 14th, 2023 | 10:15 CEST

Battle for scarce raw materials - Nordex, Orestone Mining, Glencore

  • Mining
  • RareEarths
  • Lithium
  • renewableenergies
  • Commodities

The battle for raw materials has become increasingly intense in recent years due to the energy transition. The increasing demand for renewable energies to reduce global dependence on fossil fuels and combat climate change has led to increased scarcity. Metals such as copper, lithium, cobalt and rare earths are crucial for the production of batteries, solar cells and other renewable energy technologies. Competition for access to these raw materials has political, economic and social implications worldwide.

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Commented by Fabian Lorenz on April 13th, 2023 | 10:52 CEST

Vonovia, Barrick Gold, Blackrock Silver: Gold and silver shares in demand again

  • Mining
  • Silver
  • Gold
  • Lithium
  • RealEstate

Gold and silver continue to develop strongly. The prices for the precious metals are shooting upward this week. Price targets for gold ranging from USD 2,500 to USD 3,000 are creating a good mood. And new all-time highs are also expected for silver. Meanwhile, shares in the sector can also profit from this. Barrick Gold looks very interesting from a chart perspective, and analysts will probably have to adjust the assumed gold price upward in their earnings forecasts. The second sector giant Newmont, on the other hand, has opened the takeover carousel. Therefore, it should only be a matter of time before the explorers also jump on board. Blackrock Silver, for example, has exciting silver and lithium projects. And all of them are in the US. Experts also see initial entry opportunities in "concrete gold". After the sell-off, analysts recommend investing in Vonovia real estate shares.

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