Lithium das weiße Gold!

[SemperAugustus]

Hallo Leute,



ich hab da mal einen Angefang gemacht und 4 Werte gekauft.



1.SQM (WKN: 895007) Weltmarktführer bei Li-Produktion und Mischunternehmen aus Chile

2.FMC (WKN: 871138) amerikanisches Mischunternehmen und Li-Produktion in Argentinien

3. Advanced Battery Technologies (WKN:A0D9Y5) chinesischer Li Batterienhersteller

4. A123 Systems (WKN: A0Q8FY) amerikanischer Li Batterienhersteller



Auf die vielen kleine Explorer hab ich hier verzichtet, da ich da nicht wirklich einen Überblick habe was überleben könnte

oder was eine Niete ist.

Bei den oben genannten handelt es sich aber immerhin um größere etablierte Unternehmen. Die beiden Produzenten

sind charttechnisch im Aufwärtstrend die beiden Batterienhersteller sind momentan noch in einem Seitwärtstrend.

Hier nochmal ein link zum Lithium:

http://www.value-analyse.de/service/value-news/lithium-das-weisse-gold-der-anden.html

Lithium - das weiße Gold der Anden

Lithium entwickelt sich im Zeitalter der Mobilität zu einem strategischen Rohstoff. Es bildet die Basis für hochleistungsfähige Elektrobatterien für den motorisierten Massenverkehr. Weltmarktführer bei Lithium ist SQM aus Chile. Das Unternehmen verfügt über drei Kerngeschäftsfelder mit dem Schwerpunkt Spezialdünger. Das Lithiumgeschäft ist derzeit noch das kleinste Kernsegment. Damit ist eine Investition in SQM keine riskante Spekulation auf eine Lithiumhausse. Denn auch die Düngemittelsparte ist ein Wachstumsgeschäft und profitiert vom Aufschwung in der Agrarindustrie. Die solide geschäftliche Diversifikation und die globale Marktführerschaft sind überzeugende Investmentfaktoren.
Elektroantrieb erzeugt Lithiumhausse

Die enorme globale Nachfrage nach Öl und die Preisexplosion bei Benzin und Diesel haben die Nachfrage nach benzingetriebenen Automobilen abrupt einbrechen lassen. Die Automobilhersteller müssen ihre Antriebstechnologien revolutionieren: Dabei soll der alte Verbrennungsmotor durch neue Technologien, insbesondere durch die Elektrobatterie ersetzt werden. Nach einer aktuellen Marktprognose sollen ab dem Jahr 2020 weltweit 8 Mio elektrische und hybridelektrische Automobile pro Jahr produziert werden. Davon werden über 60% eine Lithium-basierte Akkutechnologie verwenden. Die hochleistungsfähige Akkutechnologie auf Lithium-Ionen-Basis ist von der Firma Sony für die kommerzielle Nutzung im Jahr 1991 eingeführt worden. Die bedeutendsten Anwendungen finden sich heute im Bereich der portablen Elektronik in Kameras, Handys und Notebooks. Wiederaufladbare Lithium-Ionen-Batterien zeichnen sich durch die hohe Effizienz und Energiespeicherdichte aus. Durch technische Weiterentwicklungen (vor allem Lithium-Luft-Akkus) soll bis zum Jahr 2020 die Energiedichte gegenüber Lithium-Ionen-Batterien verzehnfacht und damit mit einer einzigen Akkuladung die Autoreichweite ähnlich wie bei Benzintanks auf über 800 km erhöht werden. Der künftige Bedarf an großen Lithium-Batterien für den motorisierten Massenverkehr wird zu einem enormen Nachfrageschub bei Lithium führen.
Vorkommen an Lithium regional konzentriert

Lithium wird in konzentrierter Form aus Salzseen gewonnen. Dabei befinden sich gut 70% der Lithiumvorkommen in den südamerikanischen Salzseen in Bolivien, Argentinien und Chile. Daneben verfügt China über bedeutende Lagerstätten. Nach Schätzungen des U.S. Geological Surveys belaufen sich die ökonomisch erschließbaren Lithiumreserven auf über 11 Mio Tonnen weltweit. Aktuell werden jährlich 93 Tsd Tonnen Lithium gefördert. Bei einer deutlichen Erhöhung der Fördermenge droht ein Versorgungsengpass wie beim Rohöl. Allerdings ist Lithium, im Gegensatz zu Öl, recyclebar. Zudem wird sich der Markteintritt Boliviens dämpfend auf die Preise auswirken.
Bolivien verfügt über die höchsten Lithiumreserven, die aber erst erschlossen werden müssen. Der Salzsee „Salar de Atacama" in Chile beherbergt zwar das weltweit zweitgrößte Reservoir, ist aber aufgrund seiner Erschließung und der dort vorherrschenden natürlichen Bedingungen (Sättigung und Qualität von Lithium, Sonneneinstrahlung, Höhe) weltweit einzigartig. Hieraus gewinnt die chilenische SQM mittels eines aufwändigen Verfahrens schließlich das begehrte weiße Lithiumsalz, das Lithiumcarbonat, den Grundstoff für Lithium-basierte Akkus.
SQM hat auf lange Sicht Wettbewerbsvorteile

Die natürlichen Vorteile des Salzsees in Chile führen zu dauerhaften Wettbewerbsvorteilen bei Weltmarktführer SQM. Das Unternehmen hat sich bis zum Jahr 2030 die Abbaurechte gesichert. Zudem führt der Abbau von Lithium als Nebenprodukt bei der Förderung von Kaliumchlorid zu Kostenvorteilen.
Im Geschäftsjahr 2008 hat der Konzern aufgrund der dynamischen Preisentwicklung bei Spezialdüngern Rekordwerte bei Umsatz und Gewinn erzielt. Die laufende Wirtschaftskrise wird nun zu Rückgängen führen. In den ersten 9 Monaten 2009 brach der Umsatz um 24% und der Gewinn um 34% ein. SQM hat im September angekündigt, seine Preise für Lithiumcarbonat um 20% zu senken. Dadurch soll die Nachfrage wieder angekurbelt werden. Zudem erwartet SQM im Kerngeschäft für Spezialdünger eine wirtschaftliche Erholung bis zum Jahr 2011. Die geschäftliche Diversifikation ist vorteilhaft.
Fazit:

Mit seinem diversifizierten Geschäftsmodell ist die chilenische SQM als Weltmarktführer für Spezialdüngemittel, Jod und Lithium ein aussichtsreiches Zukunftsinvestment. Alle Geschäftsfelder sind in Wachstumsbranchen angesiedelt. Die Hauptsparte Spezialdüngemittel wird vom langfristigen Aufwärtstrend in der Agrarindustrie deutlich profitieren. Das belegen bereits die Geschäftszahlen von SQM in der Agrar-Hausse 2008. Das Lithiumgeschäft ist gegenwärtig noch recht klein, verfügt aber über hohes Wachstumspotenzial. SQM hält bis zum Jahr 2030 eine Konzession zur Ausbeutung des weltweit zweitgrößten Salzsees mit bedeutenden Lithium-Vorkommen .
Lithium wird im Zeitalter der Elektromobilität zu einem strategischen Industriemetall aufsteigen. Der Rohstoff Lithium wird für die Herstellung hochleistungsfähiger Batterien für elektrisch und hybridelektrisch angetriebene Kraftfahrzeuge benötigt. Damit wird Lithium zu einem Ersatzrohstoff für Öl.

----------------------

Was haltet ihr davon?

[Hobel]

gernell kann man sagen, dass fast alle rohstoffe eine zukunftsinvestition darstellen. alles, was mit elektrotechnik zusammenhängt, ist davon sogar noch viel stärker betroffen.

[SemperAugustus]

Lithium Battery Stocks Who will rallye in 2011? (http://www.thestreet.com/_yahoo/story/10942720/1/lithium-battery-stocks-who-will-rally-in-2011.html?cm_ven=YAHOO&cm_cat=FREE&cm_ite=NA)

Lithium Battery Stocks: Who Will Rally in 2011?
By Andrea Tse 12/09/10 - 12:25 PM EST

NEW YORK (TheStreet) -- As electric car trends continue to move forward into 2011, investors want to know what's in store for makers of the rechargeable batteries that will be powering them.
The rising stars of the rechargeable battery space have, of course, been light-weight, but energy-dense lithium batteries, which are expected to experience a growing adoption rate in the global push for fuel economy.

According to Wunderlich analyst Theo O'Neill, for lithium batteries to penetrate a meaningful fraction of the world's car market, prices need to fall by about 50%. He estimates this will occur in 2014, or when the industry has produced more than 50 million individual battery cells, or 150,000 electric cars.

The lithium battery business could become very large depending on the market's acceptance of electric cars and hybrids, how quickly battery costs can be lowered and the extent of government subsidies," O'Neill says. In one instance of electric car acceptance, General Motors(GM_) has now raised its planned production rate of plug-in hybrid electric Chevrolet Volts to 60,000 a year by 2012, from the initial planned production rate of 30,000 a year, according to D.A. Davidson analyst Avinash Kant, who cites industry sources in an equity research report. General Electric(GE_) recently announced that it will buy 25,000 electric vehicles by 2015, almost half of them from GM, including the 2011 Chevy Volt.

[...]
Earnings and revenue consensus views for lithium battery company A123's(AONE) future quarter are thought to be going through revisions after the company recently told investors that the timing of its automotive OEM customer production ramp up was to be pushed out to the second quarter of 2011, from the fourth quarter fourth quarter of 2010.

Goldman Sachs analyst Mark Wienkes sees the OEM delays as "normal growing pains," but remains neutral on the stock. "Despite a leading technology and rapid capacity expansion, we believe the investment cycle ahead of the revenue ramp will take longer and require more capital than expected," he explained in a client note. Craig-Hallum analyst Robert Brown was lowering his estimates for the company, but believes that A123 remains "well-positioned" to capture growth in the hybrid-vehicle and grid-storage markets given its "best-of-breed" products.

The OEM delays were in line with Stifel Nicolaus analyst Dilip Warrier's thesis that electric vehicle production ramps will occur more gradually than expected. "Coupled with aggressive Asian competition, this could lead to a gradual reduction in aggressive consensus estimates for 2011, 2012 and 2013," Warrier said in a note.

A123 management remains optimistic about a major contract with a big OEM in 2012 or 2013; Warrier believes this customer could be GM.

Recently A123v noted significantly lower production yields at new facilities, which was costly for the company, but assures that it has identified the problem and found a solution for it. Such issues are commonly encountered by manufacturers trying to ramp up production, said Warrier.

A123 also recently announced the resignation of CFO Michael Rubino effective Jan. 14, 2011, without naming a successor. Analysts have responded to this with mixed views -- some looking for a stock overhang owing to the element of uncertainty; others saying his departure won't affect the future of the company given that Rubino was rarely involved in pursuing new business deals.

In the coming quarters, investors will want to know what Advanced Battery Technologies(ABAT) ends up doing with its $30 million capital injection via the issuance of millions of additional shares.

This diluting move was a disappointment for many investors -- announced just as the stock was strengthening on strong third-quarter results. A sharp selloff of the stock ensued.

[...]
On Nov. 30, Advanced Battery Technologies announced that it was raising $30 million in capital through the issuance of 7.5 million shares, at $4 a share to institutional investors. It was also issuing for investors warrants to buy up to about 3.8 million shares of common stock, which if fully exercised, would provide an additional $15 million in gross proceeds to the company. ABAT said it would likely use the proceeds for acquisitions and expansion of the company's battery manufacturing facility.

Advanced Battery Technologies(ABAT) reported third-quarter net income increase of 118.8% year-over-year to $11.1 million, or 16 cents a share, from about $5.1 million, or 8 cents a share a year ago. For the quarter ended Sept. 30, ABAT generated revenue growth of 46.4% to $25.9 million, from $17.7 million the same time last year, partly driven by its recently-acquired electric vehicle business. At the end of April last year, ABAT said it completed the acquisition of Chinese electric vehicle maker Wuxi Angell Autocycle for RMB 70 million or $3.6 million.

[SemperAugustus]

http://www.mysmartrend.com/news-briefs/news-watch/fmc-corp-declares-125-centshare-quarterly-dividend-fmc

FMC Corp. Declares 12.5 Cent/Share Quarterly Dividend (FMC)



Written on Fri, 12/17/2010 - 3:19pm
By Sarah Hashim-Waris




Officials from FMC Corp. (NYSE:FMC) said Friday that the company's board of directors has declared a regular quarterly dividend of 12.5 cents per share.
The dividend is payable to shareholders on record as of December 31st; the date of payment is scheduled for January 20th.
Shares of the firm are trading 0.31% lower Friday afternoon at $79.77.
FMC Corp. produces diverse chemical solutions, applications, and products.
The company's principal business segments are industrial chemicals, specialty chemicals, and agricultural products.
On October 01, 2010, FMC was downgraded to Hold from Buy at BB&T Capital.
FMC had sales growth of 0.1% during the last fiscal year.
The company has reported $3.0 billion in sales over the past 12 months and is expected to report $3.2 billion in sales in the next fiscal year.
FMC has a potential upside of 12.8% based on a current price of $79.76 and an average consensus analyst price target of $90.00.
The firm is currently above its 50-day moving average (MA) of $75.35 and above its 200-day MA of $65.62.
In the last five trading sessions, the 50-day MA has climbed 1.54%, while the 200-day MA has risen 0.84%.

[SemperAugustus]

Electric-Car Component Makers Power Up


ByGeorge DeVaux, RealMoney Contributor , On Wednesday January 12, 2011, 2:30 pm EST


High petroleum prices will help to drive the market for electric storage devices that power electric vehicles. And two companies that produce the components for electric cars are worth watching.

Electric vehicles need to store electricity. Batteries -- think A123 -- and capacitors -- think Maxwell Technologies -- use different storage approaches.

A rechargeable battery uses reversible chemical reactions to store the energy. An EDLC (electric double layer capacitor) stores the electrons on the surface of its component material. A material which does not conduct electricity (a dielectric) separates the positive and negative charge layers. (Note that these types of capacitors are sometimes called ultracapacitors or supercapacitors. These terms refer to the relative energy density, and the total energy storage can range from tiny -- as in a cell phone -- to very large.)

For the transportation market, the significant parameters include cost, energy density (watt hours per kilogram, or W•h/kg), power density (a measure of time to charge), volumetric energy storage and lifetime (measured in charge discharge cycles).

The energy density of a lead acid battery ranges from about 30 to 40 W•h/kg. For a lithium ion battery, the energy density is on the order of 160 W•h/kg. This dramatic differential helps explain the use of lithium ion batteries in automobiles.

For the next few years, lithium ion batteries will supply the bulk of the power storage market for electric vehicles such as the Volt produced by General Motors. Ultracapacitors will serve as a complement in regenerative braking and to provide surges of power for acceleration and hill-climbing. Over several years, ultracapacitors may close the density gap with batteries.

A123 makes lithium ion batteries. The transportation sector accounts for about 50% of its product revenue. Products for the electric grid account for about 30%. The balance is for general commercial purposes. In its third-quarter report, A123 revealed that its transport customers are ramping at a slower pace than originally anticipated. A six-month delay is not critical, but the cash runway is getting shorter. A significant ramp in sales could alter the cash flow from negative to positive with a significant impact on the price-to-sales ratio.

Batteries require very long discharge/charge cycles (hours), vs. seconds for ultracapacitors. Batteries can be cycled only a few thousand times vs. several hundred thousand times for ultracapacitors. Batteries currently provide higher energy densities, but that advantage may disappear.

Maxwell Technologies produces capacitors for a number of industry sectors. It recently received a $1.7 million contract from DARPA (Defense Advanced Research Projects Agency) for an integrated system that combines an advanced capacitor, an advanced battery and an integrated management system. Additional contract phases could add $8 million. These contract amounts are significant when compared with Maxwell's R&D budget of about $15 million per year. Also significant is DARPA's approach to rapidly fielding technology. The organization is focused on getting technology into the hands of the leading developer as fast as practical. This contract could significantly affect Maxwell's top line within a few years.

EDLCs are used in regenerative braking systems to store energy and to reaccelerate the vehicle. More than 1,000 buses use EDLCs as the primary energy system. Because the charge range is typical less than 10 miles, these bus systems require recharge stations along the route.

Most EDLCs use activated carbon as component material for the storage of electric charge. Substantial improvement in the amount of surface area will come from other forms of carbon such as nano tubes, graphene, aero gels and carbides. Improvements in the dielectric layer will permit higher voltages. An improvement by a factor of 10 in energy density is likely in the commercial marketplace over the next few years. Ford has sponsored significant carbon nano tube work for EDLCs at the Massachusetts Institute of Technology.

Currently, commercial EDLCs are available with an energy density up to 30 W•h/kg. Laboratory demonstrations are already at three times that level.



finance.yahoo.com/news/ElectricCar-Component-Makers-tsmp-353746113.html

[SemperAugustus]

www.thestreet.com/_yahoo/story/10971308/1/which-lithium-battery-stock-will-stage-a-turnaround-in-2011.html


Sehr interessant!


Which Lithium Battery Stock Will Stage a Turnaround in 2011?
By Andrea Tse 01/13/11 - 08:01 AM EST


NEW YORK (TheStreet) -- In 2010, Ener1(HEV_), A123(AONE_) and Advanced Battery Technologies(ABAT_) exhibited lackluster performance for a variety of reasons, ranging from delays in customer orders to share dilution from capital injection.

When Needham analyst Michael Lew initiated coverage of lithium battery maker Ener1 earlier this year, the company was becoming increasingly present in China, the world's number one vehicle market, and ramping up production to help Norwegian electric vehicle producer THINK fulfill a backlog of orders for more than 2,000 electric vehicles. Lew said he significant opportunity in the company.

Lew said that if Ener1 was able to ramp up its battery production to 900 packs a month while fulfilling Think's orders, it would "elevate the company's stature" in the emerging electric vehicles market and, furthermore, lead to more business supply agreements with tier-1 automakers.

Goldman Sachs analyst Mark Wienkes, however, maintains a neutral view of the stock, noting that the ramp up in Think sales in 2010 and 2011 was occurring more slowly than expected and that Ener1-Wanxiang bus and truck projects remain in prototype form given the still ongoing JV negotiations.

Lew has been optimistic about the possibility of long-term financial gains for Ener1 through its growing presence in China through a joint venture (JV) agreement with Chinese tier one auto parts supplier Wanxiang for developing battery systems, and relationship with Chinese automaker Geely via its partnership with Volvo; Ford(F_) recently sold its stake in Volvo to Geely's parent company.

Earnings and revenue consensus views for lithium battery company A123's coming quarter are thought to be undergoing revisions after the company recently told investors that the timing of its automotive OEM customer production ramp-up was to be pushed out to the second quarter of 2011, from the fourth quarter of 2010.

Wienkes, for his part, sees the OEM delays as "normal growing pains," but remains neutral on the stock. Craig-Hallum analyst Robert Brown was lowering his estimates for the company, but believes that A123 remains "well-positioned" to capture growth in the hybrid-vehicle and grid-storage markets given its "best-of-breed" products.

In the coming quarters, investors will want to know what Advanced Battery Technologies ends up doing with its $30 million capital injection via the issuance of millions of additional shares.

This diluting move was a disappointment for many investors -- announced just as the stock was strengthening on strong third-quarter results. "The market is anxious to see what this surprise was about," says Olympia analyst Paul Resnik.

"The lithium battery business could become very large depending on the market's acceptance of electric cars and hybrids, how quickly battery costs can be lowered and the extent of government subsidies," Wunderlich analyst Theo O'Neill says.

Case in point, General Motors(GM_) has now raised its planned production rate of plug-in hybrid electric Chevrolet Volts to 60,000 a year by 2012, from the initial planned production rate of 30,000 a year, according to D.A. Davidson analyst Avinash Kant, who cites industry sources in an equity research report. General Electric(GE_) recently announced that it will buy 25,000 electric vehicles by 2015, almost half of them from GM, including the 2011 Chevy Volt.
In light of this background, which of the lithium battery stocks mentioned do you think is most likely to stage a turnaround in 2011? Take our poll below to learn the consensus of TheStreet.