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November 30th, 2021 | 12:12 CET

Varta, Manganese X Energy, Nordex, Siemens Energy: This could be a crash à la Tesla!

  • Electromobility
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Climate protection, green energy & mobility and digital infrastructure were the hype topics of the bull market year 2021. Price developments like in the current year were last seen during the 2000 tech bubble. Higher, bigger, faster, further - the Olympic concert consistently brought double- to triple-digit price gains until the US Thanksgiving, some shares from the hydrogen sector even managed the magic 1000% hurdle. Now, however, inflation rates have risen sharply in parallel, and the virus, which had fallen into the background, is suddenly on everyone's lips again in a highly contagious variant called Omicron. How the stock markets will deal with this issue remains to be seen. We take a look at well-known protagonists from the green energy sector.

time to read: 5 minutes | Author: André Will-Laudien

Table of contents:

    Terry Lynch, CEO, Power Nickel
    "[...] Nickel, therefore, benefits twice: firstly from its growing importance within batteries and secondly from the generally growing demand for such storage. [...]" Terry Lynch, CEO, Power Nickel

    Full interview


    Varta - Technically, the train has now left the station

    Varta AG from Ellwangen has to row back in its outlook. After a weaker third quarter, the Swabian battery specialist conceded its sales forecast for the current year. Initially, sales of EUR 940 million had been forecast, but now the figure is expected to be just EUR 900 million. Varta had already missed the revenue estimates with EUR 193 million in the second quarter, and the operating profit remained below analysts' expectations. At that time, CEO Herbert Schein still promised for the full year: "Our plans are fully on track." The stock market remembers such statements and votes accordingly because of the failure to meet forecasts, as a detailed article describes.

    Varta continues to cite bottlenecks in customer supply chains as the reason for its caution; electronics companies are producing significantly fewer devices than planned due to the global chip shortage. With this renewed disappointment, a lot of trust has been gambled away on the capital market. In addition, major shareholder Michael Tojner recently even sold shares in the falling trend. That is certainly the wrong signal at an inopportune time.

    When the sell-off on the NASDAQ began last week, there was no stopping Varta AG in chart terms, and the share price ended the week near the low for the month. Extremely weak. The situation is aggravated because the share has now reached the lower limit of the trading range of EUR 130 to 110. We had recently recommended a stop at EUR 127.50. From a chart-technical point of view, the share price must not fall below the EUR 100 to 105 zone, as this is the "last bastion".

    Manganese-X Energy - The raw material manganese becomes more and more important

    The commodity sector does not go into relaxation mode either. Last Friday, the oil market saw its most significant one-day decline in 18 months. Both types of oil lost between 11 and 13%. There is still excess demand for critical battery metals, which has become a serious problem for buyers in the high-tech industry. For battery-relevant metals, procurement prices have risen by 200% in some cases in the last 6 months, and there is still hardly any product available. Next year, therefore, there are likely to be adjustments in long-term supply contracts, which will further boost inflation. Manganese, a raw material mined mainly in South Africa, is extremely scarce, but its oxide is a standard building block of lithium-ion batteries and other distributed energy storage systems.

    A relatively unknown player in the manganese sector is the young Canadian Company Manganese X Energy Corp. (MN), with its 1228-hectare Battery Hill metal project in New Brunswick. Currently, it is the only publicly traded manganese company in North America seeking to commercialize a prospective manganese deposit. The NI 43-101 technical report is already available, showing an estimated and suspected 2.5% manganese FE resource of approximately 60 million tonnes. Furthermore, the Company owns a 2568 hectare copper-nickel-cobalt property called Peter Lake Property in Quebec. The prospects for success in both projects are very good.

    Another interesting asset turns out to be in the field of air purification. Manganese X plans to acquire a patent for air disinfectant circulation through its wholly-owned subsidiary Disruptive Battery Corp. The invention provides a method for reducing microbial contamination using HVAC cleaning systems inside a building - a promising approach in terms of pandemic control.

    The MN share is still relatively new on the Frankfurt stock market, but the stock is very liquid in return. In Canada, the share costs CAD 0.35 to order and, with around 124 million shares, has a capitalization of just CAD 43 million. A lot of fantasy for a manageable price - a suitable addition for progressive investors.

    Nordex versus Siemens Energy - These shares take advantage of the green wave

    Siemens Energy and Nordex are also taking advantage of the green wave from Berlin and are pulling one order after the other out of the hat. But which share is better and promises more profit for your portfolio? A short fundamental comparison.

    Siemens Energy is one of the world's leading energy technology companies. The Company works together with its customers and partners on future energy systems and thus supports the transition to a more sustainable energy supply. An estimated one-sixth of the world's power generation is based on technologies from Siemens Energy. Siemens Energy generated sales of approximately EUR 28.5 billion in fiscal 2021. It has just received a major order for the expansion construction of a state-of-the-art 1.7 GW combined-cycle gas turbine (CCGT) power plant for the Brazilian state of Rio de Janeiro. With a total capacity of 3 GW, the two power plants will supply around 14 million households with electrical energy. The total project volume amounts to approximately EUR 1 billion. With a market capitalization of EUR 17.5 billion, the stock pays only 60% of the sales performance. The book value is around EUR 21.

    Nordex has had ups and downs in 2021. After a strong price correction due to the announcement of a significant capital increase, the value fell back to EUR 12.73 in the middle of the year. But there are many new orders to report at the wind turbine manufacturer, business is going well according to observers. Looking at the valuation, one pays only 40% of sales, but the book value per share is a low EUR 8.5 because of the debt.

    Nordex will only generate a real profit in 2023, while Siemens Energy already has a P/E ratio of approximately 28 for 2022. From a chart point of view, both values are rather down. The higher momentum is attributed to the Nordex share; however, the margins are also more susceptible to disruptions in the supply chains here. In the recent strong correction, the Siemens offshoot was able to weather the storm better than the wind turbine manufacturer Nordex. Both stocks are speculative but fit into a green growth portfolio.

    The stock market correction naturally also applies to the favorites of the climate discussion. As the energy sector, in particular, is considered to be highly leveraged, fluctuations in long-term interest rates are not a calculation factor to be underestimated. Varta, Nordex and Siemens are "climate protection" standard stocks; the still unknown Manganese X Energy can still make a name for itself with many topics.

    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.

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    Der Autor

    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

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