Lithium
Commented by Nico Popp on November 9th, 2022 | 10:07 CET
The second Rock Tech Lithium? This is how Mercedes-Benz profits! Jack of all trades Infinity Stone Ventures
Anyone who has followed analysts' reports on lithium over the past few years knew that the price of this critical raw material for batteries was about to rise exponentially, reminiscent of the gloomiest forecasts of the pandemic - only extremely positively. Putting the actual price curve next to it shows that lithium has shot up almost vertically in recent years and has already reached the level of the 2030 forecasts. Using three stocks as examples, we outline what this means and how investors can take advantage of this market anomaly.
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Commented by Stefan Feulner on November 2nd, 2022 | 10:24 CET
BYD, Infinity Stone Ventures, Rock Tech Lithium - Profiteers of the energy transition
Electromobility plays a central role in achieving the ambitious goal of climate neutrality by 2050. Despite current production difficulties in the automotive industry due to the ongoing chip shortage, global supply chain problems and the effects of the war in Ukraine, demand for battery-powered vehicles continues unabated worldwide, as can be seen from the sales figures of electric car manufacturers. However, there is a problem here: the critical raw material lithium is already becoming scarce for the production of electric batteries. As a result, the already high prices are likely to rise further in the long term - to the advantage of the lithium producers.
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Commented by Fabian Lorenz on October 20th, 2022 | 13:01 CEST
Shares: Porsche does it like Tesla - Varta is not there, and Infinity Stone Ventures?
E-car specialists like BYD and Tesla have had them for a long time: their own gigafactories. German automakers have long neglected their own battery production. It is surprising because, with electromobility, energy storage is becoming the heart of every car. Here in Germany, Porsche is now stepping on the gas and accelerating the development of its battery production. This could become a model for the entire VW Group. Unfortunately, German battery hopeful Varta is again not involved in the project. The Company seems to be making no headway in its search for partners. No matter who builds the batteries, companies like Infinity Stone Ventures stand to benefit. The specialist for critical raw materials is currently stepping on the gas in its projects, and the positive newsflow should continue.
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Commented by Armin Schulz on October 12th, 2022 | 13:58 CEST
BYD, Infinity Stone Ventures, Rock Tech Lithium - Electromobility with rapid growth ahead
The IEA (International Energy Agency) has recently issued forecasts for the growth of electromobility up to 2030. While only about 10% of all vehicles were electric in 2021, this figure is expected to rise to at least 60% by 2030. That would significantly reduce emissions, but the energy transition requires raw materials from copper to cobalt to lithium, which is essential for the production of batteries for e-cars. S&P Global has calculated that even if all existing lithium projects were to go into production, there would still be a supply deficit of 220,000 to 2 million tons in 2030. Reason enough to take a closer look at three companies based on the sector.
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Commented by Stefan Feulner on October 6th, 2022 | 11:43 CEST
Nordex, Cardiol Therapeutics, Rock Tech Lithium - Great opportunities in bombed-out stocks
The market correction of recent months due to geopolitical conflicts, fears of recession, and rising interest rates have taken their toll. While the broad market indices such as the DAX with 23% or the NASDAQ 100 technology index with 30% slipped into the red zone year-to-date, growth and financially intensive stocks, in particular, have suffered losses of over 70% in some cases. Despite corporate successes, the stocks have been sold off and are trading below their cash levels in some cases. In the long term, these are outstanding entry opportunities for patient investors.
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Commented by Nico Popp on October 5th, 2022 | 10:58 CEST
Do not miss this train! Volkswagen, Varta, Infinity Stone Ventures
After the sell-off and crisis mood, the first investors are looking to the distant future. Now that the market has already priced in a recession and the energy crisis also seems to be largely represented in share prices, it is worth looking at the sectors that offer opportunities in any future. Car manufacturers and mobility providers remain attractive regardless of the current market situation. The reason: mobility is the key to prosperity and well-being. Just think of journeys to work or on vacation. The mobility of the future will be electric. Positioning oneself here makes sense. We take a look at three shares that are currently in focus.
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Commented by Stefan Feulner on September 21st, 2022 | 13:41 CEST
Rock Tech Lithium, Edison Lithium, Albemarle, Allkem - Defying the recession
Fears of a global recession continue to grow, with prices for commodities such as copper, lumber, cotton and even grains correcting sharply. In contrast, the lithium price continues to hold at a high level after the explosive rise at the beginning of the year. The reason for this is the continued strong demand from the electric car industry. In China alone, sales of electric cars amounted to 3.2 million units last year, and 5 million vehicles are expected to be delivered this year. In contrast, the existing supply of lithium resources is scarce. In addition to existing producers, the primary beneficiaries of this shortage are the exploration companies, which have already been able to secure attractive properties.
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Commented by Stefan Feulner on September 14th, 2022 | 15:17 CEST
BYD, Altech Advanced Materials, Varta - Breakthrough in the battery market
Electromobility is considered a key technology in the transformation of the transport sector. In 2021 alone, the number of new registrations and the market share of battery-powered vehicles more than doubled. In addition to the charging infrastructure, efficiency plays a decisive role in the expansion of e-cars. Another obstacle to rapid growth is likely to be the shortage of lithium, an essential raw material for the production of lithium-ion batteries, due to the high demand. A German company is about to start a revolution with new innovative technology. The main component of the new battery is regular table salt, which is available in extremely large quantities and is produced in highly diversified regions.
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Commented by Carsten Mainitz on September 14th, 2022 | 13:24 CEST
Aspermont, Allkem, K+S - Shares for the fast lane
We are living in turbulent times on the stock markets. War, energy crisis and inflation are shaping the moods of market participants. Anticipatory action and understanding the "big picture" and the long-term correlations between supply and demand are part of a stock market trader's toolkit. Exaggerations and understatements are part of the package. There is no getting around shares as a long-term form of investment. Because as stock market veteran André Kostolany said, "If you want to eat well, buy stocks; if you want to sleep well, buy bonds."
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Commented by Fabian Lorenz on September 14th, 2022 | 13:05 CEST
Analysts are bullish on BYD, less bullish on Varta and news from Infinity Stone Ventures
In terms of sales figures, BYD has already overtaken industry star Tesla. But the share could not benefit from this due to the partial sales of major shareholder Berkshire Hathaway. After the price slide, it now seems to be regaining its footing. Analysts are bullish and see great opportunities for the Chinese e-car maker in foreign expansion, among other things. Experts see few opportunities at Varta at the moment, and the chart is battered. Most recently, an analyst reduced the price target to EUR 65. The newsflow currently offers little hope. Infinity Stone Ventures is an entirely different story. The specialist for critical raw materials in Canada benefits from the political environment and is expanding its lithium areas. More news can be expected in the fall.
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