Mein Lithiumdepot!

Der Buchwert liegt weit unter dem Börsenwert!

Der Cashbestand macht mehr als 50% des Börsenwert aus!

Klatten und der Norwegische Staat bauen Nordexbestände aus!

Analysten haben allesamt Nordex auf Verkaufen!

Da die Aktie, auch in Verbindung mit dem letzten Argument, bereits 90% an Börsenwert

verloren hat, wurden 2 Milliarden Euro an Börsenwert nach unten revidiert, auf jetzt gerade mal

330 Mio Euro! Wir sind hier schon längst in einer irrationalen Übertreibungsphase nach unten,

siehe auch Argument 1!

Verglichen mit dem anderen Klatten-Wert(Bilanzen kann man zwischen jedem unternehmen vergleichen, deshalb

gibt es ja Bilanzen) SGL-Carbon hat Nordex ein gewaltiges Börsenwertdeffizit. 1,8 Milliarden zu 330 Mio obwohl

beide Unternehmen gleichen Umsatz machen(SGL machte sogar Verluste und Nordex Gewinn)

Selbst das KGV ist mit 13(siehe Comdirekt) spottbillig. Wachstumswerte haben nicht selten KGV´s von 25 - oben offen!

den Wert hab ich noch nicht auf dem Schirm!

www.finanznachrichten.de/nachrichten-2010-12/...-target-price-020.htm

Von 80 auf 90 Dollar

Ein sehr interessanter Artikel zu Li-Batterie-Unternehmen auf Thestreet.com

www.thestreet.com/_yahoo/story/10942720/1/...-will-rally-in-2011.html

[URL="http://www.thestreet.com/_yahoo/story/10942720/1/...m_ite=NA"]Lithium Battery Stocks Who will rallye in 2011?[/URL]

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%. [B]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. [/B]

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, [B]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[/B], 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.

[B]Goldman Sachs analyst Mark Wienkes sees the OEM delays as "normal growing pains,[/B]" 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.

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

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.

[B]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[/B] 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.
 

gestern wurde bei DerAktionaer eine Lithium Aktie im Spezialreport vorgestellt. Dieser Report kostet jedoch 15€...weiß jemand ob die vorgestellte Aktie möglicherweise Advanced Battery war?

www.mysmartrend.com/news-briefs/news-watch/...inera-de-chila-sa-ew-ra

www.mysmartrend.com/news-briefs/news-watch/...-quarterly-dividend-fmc

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

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%.

Woher kommt die Dynamik?

www.finanznachrichten.de/nachrichten-2011-01/...nference-call-008.htm

Earnings Release: Monday, February 7, 2011, after the stock market       close via PR Newswire and FMC Corporation's website at:       http://www.fmc.com/.

PHILADELPHIA, Jan. 7, 2011 /PRNewswire/ -- FMC Wyoming Corporation announced today that it will restart its Granger production facility by July 1, 2011, in response to strong export demand for soda ash.

FMC temporarily suspended production at the Granger facility in 2009 due to reduced export demand caused by the global economic downturn.  Since then, U.S. export markets have recovered much faster than the U.S. domestic market.  In fact, FMC expects U.S. export statistics to show record soda ash exports in 2010.

"We expect the global demand for U.S. soda ash to continue to increase for the foreseeable future," said Ed Flynn, FMC Wyoming Corporation president.  "The solution mining technology that FMC uses at Granger will allow FMC to cost effectively increase capacity in increments to meet export demand."

Granger has a 1.3-million-ton annual nameplate capacity.  FMC will restart Granger production at a rate of 500,000 tons per year by July 1, 2011, to satisfy the current demand level for U.S. soda ash exports.  FMC plans to evaluate further production increases at its Granger facility during the year.  The restart of the facility is expected to increase employment at FMC's Wyoming production facilities by approximately 80 people.

FMC Wyoming Corporation is a subsidiary of FMC Corporation (NYSE:FMC - News).  FMC Corporation is a diversified chemical company serving agricultural, industrial and consumer markets globally for more than a century with innovative solutions, applications and quality products.  The company employs approximately 4,800 people throughout the world.  The company operates its businesses in three segments: Agricultural Products, Specialty Chemicals and Industrial Chemicals.

Safe Harbor Statement under Private Securities Act of 1995: Statements in this news release that are forward-looking statements are subject to various risks and uncertainties concerning specific factors described in FMC Corporation's 2009 Form 10-K and other SEC filings.  Such information contained herein represents FMC management's best judgment as of the date hereof based on information currently available.  FMC Corporation does not intend to update this information and disclaims any legal obligation to the contrary.  Historical information is not necessarily indicative of future performance.

finance.yahoo.com/news/FMC-Increases-Soda-Ash-prnews-685275710.html

With oil prices edging closer to $100 per barrel, the chatter about electric cars is again on the rise. Jon Hykawy, head of global research with Toronto-based Byron Capital Markets, thinks the time is nigh for the mass adoption of electric cars, all of which will need specialty metals like lithium. But where is that lithium going to come from? In this exclusive interview with The Energy Report, Jon handicaps most of the players in the lithium space and highlights a few that could be takeover targets.

The Energy Report: Jon, tell us why lithium is generating a lot of excitement right now.

Jon Hykawy: It's a case of the general public starting to understand what the electric car might be able to do. As electric cars start to penetrate global markets, that will save the consumer a considerable amount of money, and help develop power infrastructure in the United States, a country now spending $300 billion a year on foreign oil. The electric car will also have a significantly positive effect on the environment—no matter how the electricity is generated. Obviously, lithium batteries will play a critical role because you need a fair bit of lithium per vehicle that is going to be built. I think people are starting to understand that there's going to be a tremendous pull on lithium. That's really what's driving the excitement.

TER: Lithium is not like gold or copper, two of the most commonly mined metals. If someone is investing in lithium companies, what are some lithium basics that investors should know?

JH: Lithium mining is largely dependent on chemistry. The costs really scale with the individual deposit and with the individual chemistry of the brine, if it's a brine deposit.

The first rule of thumb is that lithium is an industrial chemical. There is a defined demand for it. Nobody makes jewelry out of lithium. There's not an insatiable demand for the stuff. You want to find the companies that can produce lithium inexpensively. Frankly, that tends to limit you to looking at brine deposits. You can look at hard rock deposits to the extent that you can look at a company like Talison Lithium Ltd. (TLTHF.PK), based in Australia. Talison's ore grade is very, very high. It's really a bit of a mutant in the hard rock space. As a result, there are very few other hard rock projects that we think have any hope of doing anything in the market over the longer term. We tend to tell people to look either at brine deposits or possibly at the clay deposits because some of the clay projects out there, especially Western Lithium USA Corp.'s (WLCDF.PK) King's Valley lithium project in Nevada, have a shot at coming in at a relatively low cost. And cost is key; on the brine side, you really want what you want in every deposit—high grade. You want a high level of lithium in the brine. In Chile, off of the Atacama Desert, you're going to see grades of 2,000 parts per million (ppm) of lithium. That's at the top of the range. Anything over 800 ppm is a very, very strong deposit. But you also need low levels of contaminants like magnesium and sulfates. If you find all of those things, then you have a reasonable deposit. You just need to couple that with great management and good financing and you have yourself a mine.

TER: Who are the major lithium players at this stage?

JH: At this point, there are four major producers. They've been the four major producers for a significant period of time. Three of them produce from brine deposits in South America. Those are Sociedad Quimica y Minera de Chile SA (SQM), which is the Chilean national mining and chemical company; FMC Lithium (FMC), which is part of FMC Corporation; and Chemetall, which is part of Rockwood Holdings, Inc (ROC). And, as I mentioned earlier, Talison Lithium. Talison really dominates the market for lithium that's used to manufacture glass and ceramics. But they also sell a fair bit of their lithium to companies in China that produce battery-grade lithium.

TER: And most of it comes from the Greenbushes Lithium Operation in Western Australia, and, as you said, that's a hard rock deposit.

JH: Yes, they produce a mineral called spodumene. The theoretical limit on lithium concentration in spodumene is about 8% lithium. They can produce something that is as close to 8% as it matters.

TER: What's the life expectancy of that operation?

JH: Longer than you or I are going to care. They have a high-grade core of about 4% lithium that probably can last through the next 20 to 40 years. It's a very rich, long-life mine. That's one of the reasons there are no other major hard rock suppliers because the primary market for that material is glass and ceramics. When you have something that's as inexpensive to produce as the spodumene from that high-quality deposit, it's very, very difficult for anybody else to get into that game.

TER: But what about the lithium Talison produces that is used in batteries?

JH: They sell that same spodumene concentrate that contains lithium and other companies in China turn it into battery-grade material, but it's more expensive than producing it from brine.

TER: You talked a little bit about lithium-ion batteries and, in particular, those being used in cars. There was a press release published in early December about Japan's Sanyo (SANYY.PK) doubling its plant production capacity for  lithium-ion batteries. Sanyo has contracts to supply Volkswagen (VLKAF.PK) and  Suzuki (SZKMF.PK). The company says that the market for lithium over the next 10 years will average $6 billion a year. It's worth about $4 billion now. Do we have enough lithium to meet that demand?

JH: Well, first about the figures that you quoted. Lithium batteries are not used in electric vehicles today. The batteries in the Honda (HMC) Insight or the  Toyota (TM) Prius, today, are all nickel-metal-hydride batteries. In terms of automotive use, the use of lithium battery is completely greenfield; it's starting essentially from zero. As far as whether we have enough lithium, if you look at a vehicle like the Nissan (NSANY.PK) LEAF, it uses about 4 kilograms (kg.) of lithium metal or about 21 kg. of lithium-carbonate equivalent. We usually quote the amount of lithium shipped in the world as lithium-carbonate equivalent because it's a nice, benign chemical. Last year, the demand for lithium was about 100,000 tons. You can see that one vehicle using 20 kg. of lithium-carbonate equivalent is not going to stretch lithium demand until millions of vehicles are produced each year.

TER: But at the same time, we're seeing a major increase in the price of lithium per ton. It's around $6,500 per ton right now.

JH: I think that's rather high. Lately, the price of industrial-grade lithium has been around $5,000 a ton. And the battery-grade material has been selling for something like $5,600 or $5,700. The historical high prices do run up to $6,500 per ton, though.

TER: But the price for lithium is not set like copper or nickel prices on the London Metals Exchange. Lithium prices are determined by buyers and sellers working out agreements with each other. How is that dynamic influencing junior explorers with lithium projects?

JH: Unfortunately, it's a more complex question than that. But the critical point at this stage is that none of the four key lithium suppliers want to grant offtake agreements to automotive manufacturers. As far as these suppliers are concerned, there's plenty of lithium on the market and the automotive manufacturers should be happy to go out and buy their lithium through negotiated contracts, just like everyone else.

But you can't ask an automotive manufacturer to depend on the fact that they're going to get 50 or 100 tons of lithium on a given day. Maybe there's only $60,000 or $70,000 worth of lithium coming, but if they miss that shipment they could literally cease production to the tune of tens to hundreds of millions of dollars' worth of vehicles. So carmakers will not depend on a spot contract. They need offtake agreements; they need something that's carved in stone.

To that end, what's been happening lately is that a lot of these automotive manufacturers are doing direct offtake agreements with the junior lithium miners. They're actually going out and tying up supply by buying it directly from the juniors.

TER: What are some examples of those?

JH: Well, there's been a few high-profile ones. For example, one of the better-known names in the junior lithium space is Orocobre Limited (OROCF.PK). They signed an offtake agreement and development program with Toyota Tsusho. So Orocobre's program seems to be advancing reasonably well. We expect that sometime in the first quarter of 2011 we're going to hear about the finalization of that agreement and an equity injection by Toyota into Orocobre's Salar de Olaroz lithium project in Argentina.

Another company that has signed two separate agreements is Lithium Americas Corp. (LHMAF.PK). They have lithium supply agreements with both Magna International Inc. (MGA) and Mitsubishi Corporation (MSBHY.PK). Lithium Americas' Salar de Cauchari lithium project is just up the road from Orocobre's lithium project in Argentina.

Another Argentine group that signed something recently is Lithium One Inc. (LITHF.PK). They share the salar that FMC produces lithium from, Salar del Hombre Muerto, in the Argentine desert. That salar produces about 15% of the world's lithium through FMC. Lithium One's agreement is with the Koreans, via Korea Resources (KORES), to supply a number of potential buyers with lithium. There are certainly some frontrunners in this space.

TER: What is it about these deposits in Chile, Argentina and Bolivia that make them so prospective for lithium?

JH: There are a couple of things that are important. One is that the portion of the world that we're talking about—the desert in South America—has been uplifted. Millions of years ago there were small, relatively salty lakes there due to their proximity to the ocean. Those lakes were eventually lifted into the mountains and set on the leeward side so the evaporation rates have been very high. As a result, nature has done a lot of the work.

The salty brine that was left behind is just below the surface where it's protected from further evaporation. It has a high enough concentration of lithium to make it worthwhile to process. But it also has a low enough concentration of contaminants that those materials don't negatively impact the cost of the lithium. That has made the South American desert one of the least expensive places in the world from which to source lithium.

There are other places in the world where this same sort of thing has happened. It's happened in Tibet. It's happened in portions of China. It's happened in a few other places but in most of those places the lithium concentration is low and the concentration of some contaminants, like magnesium, is relatively high. That, unfortunately, has made those deposits uneconomic to mine at this point.

TER: You mentioned Lithium Americas. It owns the Salar de Cauchari lithium-potassium property in Argentina, where pilot-scale processing is underway. You have a speculative buy rating on Lithium Americas with a target price of $2.50. It's trading around $1.90 now. What sort of catalyst is going to bring it up to that level?

JH: What really matters at this point is that Lithium Americas produces a definitive feasibility study that points out the flow sheet that they're going to use to produce lithium. It's a bit of an interesting deposit. They have a reasonably good concentration of lithium but they also have a relatively high abundance of sulfate, one of those contaminant ions. If you had nothing but sulfate, you'd have a bit of a problem and it would be an expense. But they also have a fair bit of potassium in their brine. Potassium and sulfate together are potash. If you could get the chemistry correct and put the right flow sheet together, Lithium Americas could be a relatively inexpensive producer of lithium, as well as a relatively inexpensive producer of fertilizer. The two of them together would make a very interesting revenue stream. You sometimes see those dual revenue streams from some of the major producers, like SQM in Chile.

TER: Has Lithium Americas done studies to determine if they can get the chemistry right?

JH: In theory it's workable. They've worked on it on a pilot-scale basis. What it really comes down to now is finding what the cost is going to be and that's where the feasibility study comes in.

TER: When should that be published?

JH: We're hoping we're going to see something from Lithium Americas relatively early in the New Year. That will give us some comfort.

TER: Well, we'll look forward to that. You also mentioned Lithium One. What's unique about its Sal de Vida Brine Project in Argentina?

JH: Well, one of the geologists who works on the deposit in Argentina had a very good statement about it. We were discussing the deposit's chemistry when he just smiled and said: "God was very good to Lithium One." They have a relatively high abundance of lithium. They have very low magnesium levels. And the sulfate levels are well matched to the two of those. They really have no other contaminants to worry about. It looks a lot like the brine that FMC deals with on the other half of the salar. It's a very good brine. In terms of chemistry, there's very little you could ask for other than even higher levels of lithium. But as far as it goes, Sal de Vida is one of the more straightforward projects that you're going to come across.

TER: You mentioned Western Lithium, too. The company has a clay deposit, the King's Valley lithium project in northern Nevada. Have you been to that project?

JH: I have, yes.

TER: What were some of your thoughts after seeing it firsthand?

JH: Firstly, King's Valley probably contains a never-ending stream of lithium. There are two things that distinguish it. The first is it's in the United States, so the political risk is minimal. The second thing is that there are five lenticular deposits of hectorite clay that effectively contain an inexhaustible supply of lithium. And through the publication of Western Lithium's preliminary feasibility study, the company has shown it can produce battery-grade lithium, or what certainly looks like battery-grade lithium, at a very reasonable cost. The cost outlined in its study would make Western Lithium one of the least expensive producers of battery-grade lithium in the world. That is interesting to us.

The process that Western Lithium is using to recover the lithium looks a lot like the mundane processing of an industrial material like vanadium. While it looks a little like that, it's never been done on a commercial scale. That's still a risk that investors need to keep in mind. This is a novel method for producing lithium. While you can get game-changing results out of novel approaches, you can also get some serious negative surprises once in a while.

TER: What about some other companies with projects that are similar to Western Lithium but perhaps a little further away from production?

JH: There is one. We know this company reasonably well and have visited all their sites.   Rodinia Lithium Inc.'s (RDNAF.PK) Salar de Diablillos lithium brine project in Argentina looks like a good one to us. Again, it's one of those deposits that's been blessed by reasonably good chemistry. They've got relatively high levels of lithium. Good magnesium levels. Good sulfate levels. It should be a relatively tractable project. It's not a huge project, but in the larger scheme of things you don't need to be huge. You just need to target the right markets and find some buyers who want to buy the stuff.

TER: With most of these deposits being found in the same part of the world, are we going to see some takeovers?

JH: We've already seen a few. For instance, we've seen Talison take over Salares Lithium and its properties in Chile. The idea of a hard rock player owning brines is an attractive one to me. I like the synergies that come with the two approaches in terms of being able to guarantee delivery to automotive customers, for example. With brine, for example, lithium production is dependent on the weather, so guaranteed delivery can become an issue. Production of lithium from hard rock or clay is nearly certain and independent of the weather. Put the two together, and you can have guaranteed delivery with potentially very low costs.

We're likely to see more takeovers. Lithium Americas' Salar de Cauchari and Orocobre's Salar de Olaroz in Argentina are really side by side. There's a tremendous amount of potential synergy between what Orocobre is doing and what Lithium Americas is doing. You may well see some activity there. If not an outright merger of the two companies, you could certainly see some cooperation on the processing of lithium. That would make an awful lot of sense. Frankly, none of the properties in Argentina are really all that far away from one another, so some sort of regional processing facilities would make sense there, too.

TER: Do you have some parting thoughts on lithium?

JH: As I said earlier, people need to bear in mind that lithium really is an industrial chemical. There is a defined demand for it. The companies that are going to succeed in the lithium space are going to be the ones that put together the right marketing agreements and produce it at a reasonably low price. If you manage to pull those things together, lithium mining is highly lucrative. Nature has done most of the work and the margins in the space can be 50% or more. You don't often see that in the production of an industrial material like lithium.

TER: Thanks, Jon; interesting as always.

Jon Hykawy is currently with the research team at Byron Capital Markets, with a specialized focus in the lithium and clean technology/alternative energy industries. Jon holds both a PhD in physics and an MBA from Queen's University and has been working in capital markets as a clean technologies/alternative energy analyst for the last four years. He began his career in the investment industry in 2000, originally working as a technology analyst. His current area of focus is the lithium sector, ranging from availability and production to lithium battery technology. He has extensive experience in the solar, wind, and battery industries, conducting significant research in the areas of rechargeable batteries, ranging from rechargeable alkaline to lithium-ion to flow batteries. Jon is also fluent in Spanish and Ukrainian.

Disclosure:

1. Brian Sylvester of The Energy Report conducted this interview. He personally and/or his family own shares of the following companies mentioned in this interview: None.
2. The following companies mentioned in the interview are sponsors of The Energy Report: Talison, Western Lithium USA, Lithium Americas, Lithium One and Rodinia.
3. Jon Hykawy: I personally and/or my family own shares of the following companies mentioned in this interview: None. I personally and/or my family am paid by the following companies mentioned in this interview: None.

Ob das jetzt der lang ersehnte Ausbruch ist?

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

www.thestreet.com/_yahoo/story/10971308/1/...-turnaround-in-2011.html

Sehr interessant!

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

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A123 Systems is Among the Companies in the Electrical Components & Equipment Industry With the Best Relative Performance (AONE, ENS, CBE, BGC, HUB.B)

Below are the top five companies in the Electrical Components & Equipment industry as measured by relative performance. This analysis was compiled based on yesterday's trading activity as we search for stocks that have the potential to outperform.
A123 Systems (NASDAQ:AONE) ranks first with a gain of 3.27%; EnerSys (NYSE:ENS) ranks second with a gain of 2.96%; and Cooper Industries (NYSE:CBE) ranks third with a gain of 1.82%.
General Cable (NYSE:BGC) follows with a gain of 1.55% and Hubbell (NYSE:HUB.B) rounds out the top five with a gain of 1.45%.
SmarTrend currently has shares of Cooper Industries in an Uptrend and issued the Uptrend alert on September 03, 2010 at $44.87. The stock has risen 36.3% since the Uptrend alert was issued.

Frankfurt/Main (dapd). Die Solarworld AG steigt in die Förderung des Leichtmetalls Lithium ein. Im Erzgebirge, in der Region um Zinnwald, habe sich der Solarkonzern mit Hauptsitz in Bonn die Rechte auf die Förderung lithiumhaltigen Gesteins gesichert, berichtete die “Frankfurter Allgemeine Zeitung” (Mittwochausgabe). “Dort liegt höchstwahrscheinlich das größte Vorkommen in ganz Europa. In zwei, drei Jahren kann die Förderung beginnen”, sagte der Vorstandsvorsitzende Frank Asbeck der Zeitung. Im Vergleich zu den Abbaugebieten in Lateinamerika und Asien sei das Gestein zwar mager, aber der Abbau lohne sich. “Das wird ein großes Geschäft, sonst würden wir es gar nicht erst machen”, zitiert die Zeitung den Solarworld-Chef.

Lithium ist der wichtigste Rohstoff für leistungsfähige Batterien, die in Zukunft Elektroautos antreiben und Solarstrom speichern sollen. “Wir sind bei der Rohstoffversorgung gern unabhängig, auch beim Lithium für Stromspeicherbatterien”, meinte Asbeck. Angesichts der wachsenden Konkurrenz und sinkender Preise auf dem deutschen Heimatmarkt setze er auf steigende Exporte. Bis 2013 solle ihr Umsatzanteil von bisher 40 auf 75 Prozent zulegen. Große Hoffnungen verbindet Asbeck dabei mit den Vereinigten Staaten. “Amerika ist der nächste große Markt und wird Deutschland bis 2013 mit Sicherheit überholen”, sagte er.

www.financial.de/news/wirtschaftsnachrichten/...irge-lithium-fordern/

Da werden sich aber SQM und FMC warm anziehen müssen

Naja nicht wirklich. Aber Asbeck hat mal wieder einen guten Riecher, Lithium wird sehr knapp und teuer werden und die Solarindustrie braucht Li-Akkus!  Die Nachfrag nach Lithium wird unglaublich ansteigen, von daher macht es schon Sinn!

Ist die Frage was die Umweltschützer zum Abbau im Erzgebirge sagen!

The New America

By VANCE CARIAGA, INVESTOR'S BUSINESS DAILY Posted 02:57 PM ET

One byproduct of economic growth in emerging markets such as China, India, Brazil and Russia is that consumers in those countries have more income to spend on food.

As demand for food increases globally, so do the fortunes of companies that supply fertilizer, feed and other agricultural products.

The 17 stocks in IBD's chemicals-agriculture group are up more than 70% since the end of June. The group hit a 2 1/2-year high Jan. 18.

 View Enlarged Image

One beneficiary is Sociedad Quimica y Minera de Chile (SQM). The Santiago, Chile-based company supplies fertilizers and specialty chemicals, including sodium nitrate, potassium nitrate and potassium sulfate. It also supplies minerals such as lithium and iodine.

Earnings Decline

After a rough 2009, when SQM saw annual sales and earnings decline for the first time in years amid the global recession, the company has bounced back with three straight quarters of double-digit revenue growth and two straight quarters of double-digit earnings growth.

SQM's stock price hit a record high of 60.33 Jan. 3 before retreating along with the broader markets.

The company's financial growth is partly the result of rising demand for agricultural products worldwide.

Total global potash production rose 58% last year from the depressed levels of 2009, according to the International Fertilizer Industry Association.

This rise in demand has pushed prices higher for potash, which is used in the production of soil fertilizer. Potash-consuming crops include corn, rice, soybeans, wheat, fruits and vegetables.

"High crop prices, low producer inventories and measured production are helping to drive higher potash prices, setting the stage for 2011," JPMorgan analyst Brian Chase wrote in a report.

U.S. prices for delivered potash have risen 40% in recent months. As global food consumption increases, prices are likely to continue rising longer-term.

According to a recent report from researcher Global Industry Analysis (GIA), "higher consumption in the fast growing markets of Asia-Pacific and Latin America" will send demand for potash much higher over the next four years.

The upshot for SQM is that its potash business will contribute a much larger portion to the bottom line.

Analyst Chase estimates that potash and potash-related fertilizers will account for 65% of SQM's consolidated gross profit by 2013. That's up from 50% currently.

Meanwhile, rising demand for lithium has given the company an additional boost.

SQM is the largest lithium producer in the world. Demand for lithium has been on a steady rise the past 10 years amid growth in the production of cell phones and laptops, which use lithium-ion batteries.

Leading Nanophosphate Lithium-ion Energy Storage Solutions Increase Reliability, Improve Responsiveness and Enhance Efficiency of Electric Power Systems

Press Release Source: A123 Systems, Inc. On Monday February 7, 2011, 9:00 am

WATERTOWN, Mass., Feb. 7, 2011 (GLOBE NEWSWIRE) -- A123 Systems (Nasdaq:AONE - News), a developer and manufacturer of advanced Nanophosphate(TM) lithium ion batteries and systems, today announced an order from AES Gener for 20MW of A123's advanced energy storage solutions for a spinning reserve project in Northern Chile. The project expands the relationship between A123 and AES Energy Storage and is AES' second in Chile to use A123 energy storage technology--in 2009, the companies announced the commercial operation of a 12MW spinning reserve project at AES Gener's Los Andes substation in the Atacama Desert in Chile, the first energy storage system deployed in that country.

"The project will utilize A123 lithium-ion batteries to supply a flexible and scalable emissions-free reserve capacity installation for AES Gener," said Chris Shelton, president of AES Energy Storage. "We are excited to work with A123 to improve the performance and reliability of the Chilean power grid."

A123's advanced lithium-ion energy storage systems offer customers a complete solution to quickly and cost-effectively hybridize power plants to improve grid stability and facilitate the integration of renewable energy sources. The robust, highly scalable design consists of modular energy storage racks, power electronics and communications and controls software, enabling grid operators to implement a turnkey package for frequency regulation, spinning reserve and other ancillary services. To date, A123 has shipped more than 35MW of its advanced energy storage units to AES and other customers worldwide, making the company the largest producer of lithium ion batteries for ancillary services for the power grid.

AES Gener will deploy A123's energy storage solutions at a new 500MW power plant called Angamos. The advanced energy storage installation provides critical contingency services to maintain the stability of the electric grid in Northern Chile, an important mining area. It continuously monitors the condition of the power system and if a significant frequency deviation occurs--for example, the loss of a generator or transmission line--the energy storage system is capable of providing up to 20MW of power nearly instantaneously. This output is designed to be maintained for 15 minutes at full power, allowing the system operator to resolve the event or bring other standby units online.

"Today's announcement builds on the strong relationship we have with AES and further validates A123's advanced energy storage systems as the ideal solution for frequency regulation, spinning reserve and other ancillary services," said Robert Johnson, vice president of the Energy Solutions Group at A123. "Projects like this and others we are working on demonstrate the commercial viability of our advanced energy storage capabilities, and we expect the technology to play an integral role in increasing the efficiency of ancillary services and enabling the wide-spread integration of renewable energy."

In addition to these projects in Chile, A123's activity with AES Energy Storage includes the commercial operation of a frequency regulation project at an AES generation plant in Johnson City, N.Y., the first of its kind to be classified as a generator by the Federal Energy Regulatory Commission (FERC). Expected to be completed in 2011, the system will supply 20MW of emissions-free reserve capacity to the power market operated by the New York Independent System Operator.

About A123 Systems

A123 Systems, Inc. (Nasdaq:AONE - News) develops and manufactures advanced lithium ion batteries and battery systems for the transportation, electric grid services and commercial markets. Headquartered in Massachusetts and founded in 2001, A123 Systems' proprietary nanoscale electrode technology is built on initial developments from the Massachusetts Institute of Technology. For additional information please visit www.a123systems.com.

The A123 Systems, Inc. logo is available at http://www.globenewswire.com/newsroom/prs/?pkgid=6600

Safe Harbor Disclosure

This press release includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 that are subject to risks, uncertainties and other factors. Among the factors that could cause actual results to differ materially from those indicated by such forward-looking statements are: delays in customer and market demand for AES's products and services, delays in AES's energy projects or delays in the implementation of the Company's solutions at such projects, delays in the development, production and delivery of the Company's products and solutions, adverse economic conditions in general and adverse economic conditions specifically affecting the markets and geographies in which A123 and AES operate and other risks detailed in A123 Systems' quarterly report on Form 10-Q for the quarter ended September 30, 2010 and other publicly available filings with the Securities and Exchange Commission. All forward-looking statements reflect A123's expectations only as of the date of this release and should not be relied upon as reflecting A123's views, expectations or beliefs at any date subsequent to the date of this release.

Contact:

A123 Systems PR Contact:
A123 Systems
Dan Borgasano
617-972-3471
dborgasano@a123systems.com
A123 Systems IR Contact:
ICR, LLC
Garo Toomajanian
617-972-3450
ir@a123systems.com
Edelman
Courtney Kessler
212-277-3720
courtney.kessler@edelman.com

FMC hab ich heute rausgeworfen, Li-Anteil zu gering, Zahlen haben mir nicht gefallen.

Die Batterien und Tesla rocken aber heute. ABAT zwar noch nicht aber A123 macht gerade Freude:

Related Quotes

Tuesday February 8, 2011, 1:13 pm EST

Word emerged on Tuesday that President Obama may back a $7,500 tax credit at the point of sale for buyers of electric vehicles such the Chevy Volt made by General Motors (NYSE: GM - News). Previously, Senator Debbie Stabenow (D-Mich.) had introduced legislation to this effect. The move is seen as more favorable for the industry than schemes that require the buyer wait until filing taxes before receiving the rebate. That news may be behind the pop in the Energy Strorage and Battery Technology Stocks Index, which is up 2.1% today.

Among the possible winners on the rebate news is A123 Systems (NASDAQ: AONE - News), the Massachusetts-based maker of lithium-ion batteries, which is up 3%. Tesla Motors, Inc. (NASDAQ: TSLA - News), the maker of sporty and expensive electric vehicles, is also surging today with a jump of 7%. Ener1 (NASDAQ: HEV - News), a New York-based lithium-ion battery maker, is also getting a lift on the news, soaring 4%.

Georgia-based Exide Technologies (NASDAQ: XIDE - News) is up after the battery maker reported fiscal third-quarter profit results that topped Wall Street estimates. On an adjusted basis, the company earned 33 cents a share on revenue of $800.3 million. Analysts were expecting a profit of 27 cents a share on revenue of $752.4 million. Shares of Exide Technologies are up 15%.

Johnson Controls (NYSE: JCI - News), the second-largest Index member by market value, is up 2% while China player China BAK Battery (NASDAQ: CBAK - News) is up 4%.

Investors can track the Energy Strorage and Battery Technology Stocks Index for performance trends and a suite of other metrics at tickerspy.com.

Fun and informative, tickerspy.com is a free investing website where you can track multiple stock portfolios and compare against 250 proprietary Indexes tracking themes from dividends to ETFs to green energy to precious metals. Best of all, tickerspy.com lets you spy on the portfolios of nearly 3,000 Wall Street institutions and hedge funds and see graphs of their performance. Try tickerspy.com today and find out how you stack up against investing legends like Warren Buffett!

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 Weis jemand von euch, was mit ABAT los ist? Warum passiert so wenig ind den letzten Wochen?

Für den ganz großen Wurf hat es nicht gereicht, aber immerhin zu 6,5 % Kursgewinn.

Und ABAT brauchen wohl noch ein wenig, seit der Kaptialerhöhung ist der Aufwärtstrend gebrochen, aber ich bin fast überzeugt, dass die Zahlen gut werden. Dann dürfte kein Halten mehr sein.  Elektroroller in Asien kommen gewaltig auf, viel früher als E-Autos.

16.02.2011 - Ausgabe 07/11

Mit Elektrorollern und einer breiten Palette an Batterien mit Lithium-Ionen-Technologie ist das chinesisch geführte Unternehmen


 

Mit Elektrorollern und einer breiten Palette an Batterien mit Lithium-Ionen-Technologie ist das chinesisch geführte Unternehmen erfolgreich. Advanced Battery fährt ungewöhnlich hohe Nettorenditen ein. 2009 waren es rund 30 Prozent, 2010 sollen laut Schätzungen aus 100 Millionen Dollar Umsatz rund 40 Millionen Gewinn werden. Die Entwicklungskosten sind sehr niedrig. Risiko geringer Innovationen. Spekulativ, limitieren! (bau)

ISIN US00752H1023 Kurs 2, 71 KGV 11 6, 2 Stopp 2, 10 Ziel 3, 50 www.finanzen.net/go/A0D9Y5