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Lewis Black
CEO | Almonty Industries
100 King Street West, M5X 1C7 Toronto (CAN)

+1 (647) 438-9766

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Nick Luksha
President | Prospect Ridge Resources
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Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
CEO | Clean Logistics SE
Trettaustr.32, 21107 Hamburg (DE)


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20. October 2021 | 12:56 CET

Varta, Graphano Energy, Nel ASA - Who will deliver the super battery?

  • graphite
Photo credits:

The race for the most powerful battery stops at many stations. On the one hand, it is about battery efficiency as a basic fact of the climate discussion. On the other hand, many producers wonder where all the battery metals should come from if every second EU citizen switches to e-mobility in the next few years. Neither the charging infrastructure nor resilient batteries are available at the moment, so the whole planning is actually still fraught with a lot of dreaming - nevertheless, the necessary metals are going through the roof in terms of price. The reason is that those sitting on the metals are turning the price screw, even if the actual excess demand will probably only arise in 2-3 years. We are looking at values that are in the middle of the typhoon.

time to read: 4 minutes by André Will-Laudien
ISIN: VARTA AG O.N. | DE000A0TGJ55 , Graphano Energy Ltd. | CA38867G2053 , NEL ASA NK-_20 | NO0010081235



André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

About the author

Varta - It is a matter of holding out until the super battery is available

The majority of investors are wondering: When will news of the new battery from Ellwangen come? Varta is keeping a low profile except for a few announcements and refers to the first considerable conversions in the year 2024 - that is only in 3 years! So why is the share already so high today? After all, the stock is valued with a price-to-sales ratio of 5.5 and a P/E ratio of 36. Operationally, the Company is "only" growing at about 15% per annum, which does not quite fit the valuation parameters.

The Varta share has recently been able to recover after the strong sell-off during the summer months. Since the beginning of October, the value has increased again by over 20% to a good EUR 130 without any news. The fantasy in the e-mobility sector has probably returned since the renewed rally at Tesla. The US technology group reached a new all-time high of USD 875 yesterday, which boosted lithium manufacturers and auto stocks alike.

A closer look at the technology does not promise anything good for the Varta share at the moment because the sideways 200-day line is intersected by a sharply falling 50-day line from top to bottom, which is a signal of weakness. Should Varta not break out significantly above EUR 130 despite all the market euphoria, there is a threat of a renewed sell-off in the direction of EUR 110. Therefore, stop your holdings very tightly at EUR 127.50 to avoid getting caught in this whirlpool.

Graphano Energy Ltd - A graphite deposit is making a name for itself

Graphite is also an essential component of batteries because it is indispensable as anode material in the battery cell. Graphite is organized in its structure in different layers, which in turn are also displaceable and flexible. That makes it a very multifunctional building material in the high-tech industry. Due to the countless interactions, the material exhibits different performance parameters and lifetimes in practice, depending on the battery type. Thus, it represents great variability for lithium-ion battery manufacturers when it comes to shoring.

Graphano Energy is an exploration and development company focused on developing energy metal resources from exploration to production. The Company's property is located in Quebec, Canada, a historically attractive area for natural graphite. Given the increasing demand for this raw material in high-tech industries, such as batteries and other energy storage technologies, the Company comes to the market with a good setup. The critical point is the expected exponential demand in the coming years, which can only be supplied by new mines.

To avoid the difficulties with supply chains from Asia, it is a good development for the graphite market if North American suppliers also enter the market. Work started on the Lac Aux Bouleaux project, and we expect the first result evaluations on samples as early as 2022. The aim is to define a meaningful resource estimate. Graphano shares have only recently started trading in Canada and Frankfurt and are already on the buy list of many investors - the share price has already increased by 50% to CAD 0.44 in just under 3 weeks.

Nel ASA - The stuff dreams are made of

The back and forth wrangling around the Nel ASA share is almost movie-like. First, the value was cheered in expectation of a hydrogen revolution within 2 years by 700% from EUR 0.50 to EUR 3.40 upward. Then it stopped there and dropped again like a hot potato until the price bottomed out at EUR 1.20. The blame for this development was initially laid at the door of a hydrogen revolution.

In the beginning, the hype movements in the entire hydrogen sector were to blame for this development, but the reasons for selling were then provided by the narrow operating figures with just EUR 100 million in estimated sales for a valuation of a good EUR 2 billion.

Currently, the bubble has probably burst and now the British investment house Bryan Garnier is also ringing the exit bell. They have completely revised their assessment for the share of the Norwegian hydrogen Company and conclude "Sell" after previously "Buy" - a 180-degree turnaround! At the same time, the price target for the Nel share was reduced from 23 Norwegian kroner (NOK) to NOK 10 (equivalent to EUR 1.02). Compared to the current share price, this would be a discount of a further 25%. As active readers, they have not been invested for a long time; we will continue to report regularly.

The stock market has its ups and downs. In the field of battery technology, the investor community is currently on the sunny side, and the hydrogen sector is presently being served a broadside. Of course, this can all turn around again, which is why strict observation is required. At Graphano Energy Ltd, we are in the range of EUR 4.5 million market capitalization. Yes - the beginning can be that low!


André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

About the author

Conflict of interest & risk note

In accordance with §34b WpHG we would like to point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH may hold long or short positions in the aforementioned companies and that there may therefore be a conflict of interest. Apaton Finance GmbH may have a paid contractual relationship with the company, which is reported on in the context of the Apaton Finance GmbH Internet offer as well as in the social media, on partner sites or in e-mail messages. Further details can be found in our Conflict of Interest & Risk Disclosure.

Related comments:

29. October 2021 | 14:13 CET | by Stefan Feulner

XPeng, Graphano Energy, K+S - The fear of emptiness

  • graphite

There are shortages in all sectors. In addition to the chip shortage, which is affecting the automotive industry, there are also shortages of metal, plastic, and even packaging material for Christmas presents. Even at technology giant Apple, there is concern about whether the all-important final quarter can be spared supply disruptions due to fragile global supply chains. There is no end to this problem in sight in the longer term; on the contrary, the shortage of raw materials due to the energy transition exacerbates this circumstance.


14. October 2021 | 13:37 CET | by Nico Popp

ThyssenKrupp, Graphano Energy, BYD: The hype returns

  • graphite

Prices are rising and the economy is booming. Supply chains are not yet running smoothly again, meaning that many basic materials are expensive. But the signs for rising raw material prices are also good in the long term: New technology is driving demand, both for entirely new applications such as batteries and for infrastructure. Buildings, bridges, wind turbines - all of these will remain a topic for years to come. We present three stocks that could benefit from these developments.