Menu

Recent Interviews

Dirk Graszt, CEO, Clean Logistics SE

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

info@cleanlogistics.de

+49-4171-6791300

Interview Clean Logistics: Hydrogen challenge to Daimler + Co.


Matthew Salthouse, CEO, Kainantu Resources

Matthew Salthouse
CEO | Kainantu Resources
3 Phillip Street #19-01 Royal Group Building, 048693 Singapore (SGP)

info@krl.com.sg

+65 6920 2020

Interview Kainantu Resources: "We hold the key to growth in the Asia-Pacific region".


Justin Reid, President and CEO, Troilus Gold Corp.

Justin Reid
President and CEO | Troilus Gold Corp.
36 Lombard Street, Floor 4, M5C 2X3 Toronto, Ontario (CAN)

info@troilusgold.com

+1 (647) 276-0050

Interview Troilus Gold: "We are convinced that Troilus is more than just a mine".


23. March 2021 | 13:56 CET

Varta, Rock Tech Lithium, Millennial Lithium - all signs point to growth

  • Lithium
Photo credits: pixabay.com

Electromobility and technology are inextricably linked to the topic of energy storage. Leading scientists predict lithium batteries and lithium-ion batteries will continue to dominate this decade. Market experts predict a fivefold increase in lithium demand by 2025. In this context, it is becoming increasingly important that lithium deposits outside China are developed to create the greatest possible security of supply. We introduce you to two companies that could become important lithium producers in the future. We also take a closer look at Varta's plans to enter the e-mobility market. Who is the most significant yield driver for your portfolio?

time to read: 3 minutes by Carsten Mainitz
ISIN: DE000A0TGJ55 , CA77273P2017 , CA60040W1059


Dirk Harbecke, Executive Chairman, Rock Tech Lithium Inc.
"[...] In 2020, the die is finally cast in the automotive industry towards electromobility. [...]" Dirk Harbecke, Executive Chairman, Rock Tech Lithium Inc.

Full interview

 

Author

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

About the author


VARTA AG - the next growth spurt?

In mid-February, Varta disappointed many market participants with its preliminary figures for the past fiscal year and its subdued outlook. One month later, the Group published new, ambitious growth plans, which boosted the share price significantly in the short term. At the current price level of around EUR 131, the Swabians are valued at EUR 5.3 billion. The share still has a gap of EUR 50 to the interim high reached at the beginning of the year.

On March 16, the Group announced its intention to enter the production of batteries for electric cars. The new cells are to be produced on a pilot line at the Ellwangen headquarters by the end of the year and then be used in vehicles in the premium segment. According to press reports, talks are already underway with several automakers. The Company, which has so far generated high profits based on its strong market position in microbatteries, which are used in wireless headphones, is expanding its business activities. Whether Varta can transfer its technology and innovation leadership in the area mentioned above remains to be seen.

With the announced strategic step, Varta now delivers a new growth story. However, this step is also associated with risks. The market is highly competitive and many Asian players have secured a strong market position alongside Tesla. But no opportunity comes without risk. If Varta succeeds in forging one or more good partnerships, the Group will be opening a new and exciting chapter of growth.

ROCK TECH LITHIUM INC - on the way to becoming a producer

Lithium shares have developed phenomenally in recent months. This is also true for the shares of the Canadian Rock Tech Lithium. Rock Tech Lithium owns a property in the Georgia Lake area in Ontario. Lithium mineralization was discovered here as early as the mid-1950s and explored in subsequent years. In 2009, Rock Tech Lithium acquired the licenses and continued developing the project, including several drilling campaigns to date.

The Company's primary goal is to become an integrated supplier of lithium and enter production in 2023. A central component of the project is the construction of a lithium hydroxide converter in Saxony-Anhalt. With this dedicated chemical plant, the Canadians aim to become an integrated producer of battery-grade lithium hydroxide and a strategic partner for the electric vehicle and battery storage industries in Europe. The Company's proximity to Germany and Europe is multi-faceted.

For one, the Chairman of the Board is German Dirk Harbecke, who spoke at length about Rock Tech Lithium's growth plans in an interview with kapitalerhoehungen.de earlier this month. But directors and advisors are also European industry experts. A few months ago, well-known German investor Christian Angermayer also invested in the Company through his family office. The inflow of funds will be used for further project stages.

On the way to production, a pilot plant is to be built, providing proof of concept. Given a multiplying demand for lithium in the next few years and the need for a supply source outside China that is also sustainable, the Canadians are playing excellent cards. With a current market capitalization of CAD 290 million, the Company is still far from reaching its zenith if the next growth steps are implemented successfully.

MILLENNIAL LITHIUM CORP - powerful capital injection received

Millennial controls over 20,000 hectares of prime land in the heart of South America's famed "Lithium Triangle," home to the world's most prolific lithium deposits. The Company is advancing two lithium projects to a production decision in Argentina.

The quality and prospects of the projects attracted prominent investors, including Sprott Capital Partners, in February. A total of 8.625 million share certificates at CAD 4 were placed, representing a volume of a considerable 34.5 million. The project is to be further developed with the inflow of funds. Production is expected to start at the Pastos Grandes project in two years. Companies operating in the region include SQM, Albemarle, Livent Corp. and Orocobre.

In January, the share price was at a high of CAD 5.20. Currently, at prices of around CAD 3, the Company is valued at around CAD 300 million. With its bulging coffers, Millennial can now focus on production. Two years is a manageable period of time. Then the share price should be significantly higher.


Author

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

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:

27. April 2021 | 12:04 CET | by Carsten Mainitz

Samsung SDI, Rock Tech Lithium, Nikola - The future is electric, and these stocks are going with it

  • Lithium

The future is electric. Battery electric, to be precise. A few years ago, there was still talk of a battle of the systems, i.e. diesel vs. hydrogen, battery vs. fuel cell, and this now seems to have been decided: the battery-electric drive has won the race - at least for the time being. However, one thing should not be underestimated: If everyone wanted to drive only battery-electric cars, there would have to be a massive expansion of the electric infrastructure with fast-charging options. And the problem of raw material supply should not be underestimated at the moment. Current battery productions still contain heaps of rare earths and metals, such as lithium, cobalt, lanthanum, etc. In the following, we present three companies that are likely to profit massively from the current e-mobility trends. So buckle up!

Read

19. April 2021 | 16:58 CET | by André Will-Laudien

Rock Tech Lithium, BYD, Millennial Lithium - The lithium boom is coming!

  • Lithium

The lithium theme is gaining tremendous momentum. According to Bloomberg data, junior lithium companies have already raised about USD 530 million this year. One of the largest capital raises has been Lithium Americas Corp. which has raised a total of USD 500 million through placements in 6 months. The reason for this high level of activity is the announcements by the automotive industry that they plan to invest record amounts in mobile battery technology over the next 5 years. We are talking about a total of over USD 50 billion that Tesla & Co. will soon be launching in order to get their hands on future mobility. Climate change activists should be happy about this. Here are a selection of stocks that are putting the pedal to the metal on this.

Read

14. April 2021 | 08:18 CET | by Nico Popp

BYD, Rock Tech Lithium, Varta: The mobility revolution starts now

  • Lithium

Nowadays, when major automakers run commercials, they are almost always exclusively ads for electric cars. Even if e-cars were a fig leaf for automakers until recently, they are now getting serious. Volkswagen announced an electrification offensive weeks ago and emphasized its intention to invest massively in its supply chains, referring to battery metals and batteries. This commitment is also urgently needed - competitors from the Far East have already come a long way.

Read