Close menu




December 22nd, 2021 | 12:50 CET

Varta, Graphano Energy, JinkoSolar: Is the climate turnaround off?

  • Electromobility
Photo credits: pixabay.com

New technology offers excellent growth potential. One just has to think of smartphones, tablets or e-cars. Today, numerous electric cars line the roads. A few years ago, electrically powered vehicles were the exception rather than the rule, and passersby would stare at the silent vehicles. By 2030, combustion engines will be the exception. We will outline what this means for investors using three stocks as examples.

time to read: 3 minutes | Author: Nico Popp
ISIN: VARTA AG O.N. | DE000A0TGJ55 , Graphano Energy Ltd. | CA38867G2053 , JINKOSOLAR ADR/4 DL-00002 | US47759T1007

Table of contents:


    Uwe Ahrens, Director, Altech Advanced Materials AG
    "[...] We know exactly what we are doing and are implementing what we consider to be a proven technology in an industrially applicable and scalable way. [...]" Uwe Ahrens, Director, Altech Advanced Materials AG

    Full interview

     

    Varta: It must happen now!

    Germany's battery hopeful, Varta, is something of a phenomenon. The Company, previously known for its button cells for headphones or hearing aids, is now getting into the production of batteries for e-cars. The German Company wants to score points primarily with performance and relies on the so-called round cell format, which Tesla also uses. Varta also emphasizes that it wants to profit from the experience gained from the production of around half a billion smaller battery cells to be competitive in e-cars. But what is the share price doing?

    The share was considered an insider tip for a long time, and the price rose to EUR 160. In the meantime, however, disillusionment has set in around Varta. The long-term upward trend seems to be in danger. In addition, analysts no longer see great potential in the share. Orders are needed for Varta to gain new momentum. The time of advance praise is over. Now Varta must deliver. Then the share price can also start to rise again.

    Graphano Energy: Graphite demand multiplies

    The Graphano Energy share has also undergone strong consolidation - although the stock does not come from the energy sector, as one might initially believe. Graphano Energy specializes in the exploration of graphite deposits. Graphite has unique properties, is exceptionally strong and has good properties as an electrical conductor. As a result, graphite is in demand in both the steel and battery industries. Graphano operates the Lac-Aux-Bouleaux project in Canada and plans to bring it into production as soon as possible. A preliminary feasibility study is planned as early as 2022.

    Graphite is experiencing increased demand thanks, in particular, to the mobility revolution. Analysts at Benchmark Mineral Intelligence expect demand from this sector alone to increase more than thirteenfold between 2020 and 2030. By contrast, demand from the other sectors is expected to increase by "only" around 56% within the ten-year period. Given these growth figures, Graphano Energy, which plans to go into production in 2026, could be in the right place at the right time - after all, corresponding deposits are in demand precisely where e-cars are built and sold. In addition, North America, with its environmental regulations, is considered a good location also from an ESG point of view. The share is speculative but exciting.

    JinkoSolar: Share in an exciting area

    JinkoSolar's stock is also anything but uninteresting. A few years ago, the Chinese already took the pole position around regenerative energies. Solar panels and photovoltaic cells from China are now cheap and extremely good. As the share of renewable energy in house renovations will increase more and more in the coming years, and the legal requirements will also become stricter and stricter, JinkoSolar should also benefit from the sustainability wave.

    However, there is no sign of this on the stock market. The share has lost around 33% in the space of a month. If the current level cannot be maintained, there is even a threat of an end to the upward trend that has existed since the summer. Most recently, the threat of the US climate package coming to an end put the entire sector under pressure. Even Democratic Senator Joe Manchin announced that he would not be able to approve US President Joe Biden's package. But there is much to suggest that political skirmishes will remain and the package - in whatever form - will be adopted in the end. The climate turnaround is likely to remain intact regardless of the political disputes in the US.


    To profit from the climate and mobility turnaround, investors have many options. While Varta and JinkoSolar are already ambitiously valued, Graphano Energy is considered a newcomer. Although this also entails a certain risk, experienced investors can note the value.


    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.

    Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on news.financial. These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.

    The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered here. Please also note our Terms of use.


    Der Autor

    Nico Popp

    At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

    About the author



    Related comments:

    Commented by André Will-Laudien on March 27th, 2024 | 08:30 CET

    Watch out: DAX record chase! Automotive stocks in the fast lane: Mercedes-Benz, Globex Mining, VW and Tesla

    • Mining
    • Commodities
    • hightech
    • Electromobility

    The DAX 40 index is chasing from one high to the next, surpassing the 18,400 mark yesterday. In addition to artificial intelligence, it is primarily high-tech and defense stocks that are moving the market. The automotive stocks are still in the doldrums, as an expected decline in GDP also means smaller household budgets. Nothing is worse for the industry than the postponement of new car purchases until next year. The stockpiles are getting bigger, and dealers are plunging into desperate discount battles. However, the market is changing noticeably. Currently, there are clear buying candidates; we analyze the current situation.

    Read

    Commented by André Will-Laudien on March 26th, 2024 | 07:30 CET

    The race begins! Beating DAX records with BYD, Altech Advanced Materials, Hensoldt and Rheinmetall

    • Technology
    • hightech
    • Electromobility
    • armaments

    The DAX 40 index is setting new records almost daily, following the bullish lead from the US. Artificial intelligence (AI), armaments, crypto and high-tech are the top themes on the stock markets. Nobody wants to know anything more about hydrogen, and e-mobility has also seen better days. It can be profitable to examine the sought-after stocks with a fundamental magnifying glass. Often, hints about where the journey is heading can be found there. We focus on some of these stocks.

    Read

    Commented by Stefan Feulner on March 26th, 2024 | 07:15 CET

    BYD, First Hydrogen, XPeng - When will the rebound follow?

    • Hydrogen
    • greenhydrogen
    • Electromobility

    In addition to the DAX and the Dow Jones, the technology-heavy Nasdaq also celebrated another all-time high. With three more interest rate cuts forecasted by the Fed for this year, there is still significant upside potential for the more capital-intensive stocks. The rally is mainly being driven by the Magnificent Seven. Behind them are promising companies that are still lagging far behind their price potential.

    Read