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Global X Lithium & Battery Tech ETF (LIT)

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71,40+0,01 (+0,01%)
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71,61 +0,21 (+0,29%)
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  • M
    Mike
    $LAC conversation
    VW EVs “Basically Sold Out” In The U.S. And EU As New Orders Will Be Delivered In 2023

    We’re barely five months into 2022, but Volkswagen CEO Dr. Herbert Diess has revealed the company has “basically sold out” of electric vehicles for the year.

    Speaking to the Financial Times, the German carmaker’s boss said that U.S. and European customers who order electric vehicles today won’t get them until 2023.

    That’s a disappointing development for would-be buyers, but Diess told the publication “We have very high order books and order intake on electric vehicles.” He added, “That accounts for all of our models from ID.3, ID.4, the Audi models — [all] are extremely well received in the markets, Škoda models are also very well received in Europe.”

    *VW Will Go EV-Only In America, New Electric Crossover Coming In 2026

    $LIT
  • R
    Randolph
    $SOXX conversation
    These sector based ETFs are good gradual accumulation long term hold type of securities. Don't let near term bear-paws get you depressed with stuff like this.

    $SOXX $LIT $URA
  • a
    antonio
    $LIT conversation
    $LIT This stock that tracks Lithium is so cheap at its present price since with the recent increases in the value of Lithium it is at a bargain price.
    Buying a lot of stock at this price since it will be back to $100 plus soon.
    LONG & STRONG
  • a
    antonio
    $LIT conversation
    $LIT Lithium is the future in EV’s. LONG & STRONG
  • a
    antonio
    $LIT conversation
    $LIT This stock that tracks Lithium is so cheap at its present price since with the recent increases in the value of Lithium it is at a bargain price.
    Buying a lot of stock at this price since it will be back to $100 plus soon.
    LONG & STRONG
  • a
    antonio
    $BATT conversation
    $LIT Lithium is the future in EV’s. LONG & STRONG
  • a
    antonio
    $LIT conversation
    $LIT LONG & STRONG!
    Buying more at this price is a bargain.
  • a
    antonio
    $LIT conversation
    $LIT This stock that tracks Lithium is so cheap at its present price since with the recent increases in the value of Lithium it is at a bargain price.
    Buying a lot of stock at this price since it will be back to $100 plus soon.
    LONG & STRONG
  • j
    jerry
    $SQM conversation
    Back in SQM folks! Got back in early this morning (unluckily, considering the bargain closing price). But I couldn't resist with lithium carbonate making yet another high overnight in Shanghai (367,500 yuan (58,000 usd) / metric tonne). Also, it looked like lithium stocks were ready start their inevitable rebound after their recent swoon, but then they got caught up in the late afternoon interest rate-related smackdown. SQM in particular traded down way too much at the end of day in New York trading and if you can pick up shares tomorrow morning anywhere near the NYSE closing price, you are getting a very nice bargain.

    With regards to newly elected Boric in Chile, the deep fears over the past month about what he will do to the mining industry were largely overblown, at least to a significant degree. His recent choices for cabinet members as well as his finance and (critically) mining minister have alleviated some of this built up fear. Things often are not nearly as bad as media fear mongers like to make them seem.

    With its steady production, large revenues and impressively growing earnings, SQM is still the relative value play in the lithium stock space (if there is such a thing in this high growth sector in which most companies, unlike SQM, are still deeply in their exploration and development phases and so can't yet partake in the soaring lithium price, let alone make a profit). SQM, on the other hand, does both for the investor: it is hugely reaping the rewards of the soaring lithium price AND it is developing new assets for a very rich future ahead.

    $SQM $OROCF $LTHM $ALB $LAC $SLI $LIT
  • j
    jerry
    $SQM conversation
    In my effort to decipher why all U.S.-listed lithium tickers have been going down so much lately (much more than the general market) even though the global lithium business is utterly booming and lithium carbonate spot price has been making fresh all-time highs every day, I believe I have found a key, disturbing reason why. Looking at the charts, I see there is a very close correlation between TSLA stock and the stocks of U.S.-listed lithium producers. Perhaps many may already know of this correlation, and perhaps others see it as an obvious and deserved correlation. But I think it is an unfortunate and totally undeserved correlation likely having to do with these stocks being all lumped together in the same clean energy, battery, and ESG ETFs. Sure, the correlation, whether deserved or not, works great for us when $TSLA is soaring, but when its founder is selling off some of his TSLA shares every day for idiosyncratic reasons having nothing to do with the underlying business and TSLA tanks as a result and we get slammed down right along with it even though the lithium business is utterly booming and lithium spot prices are soaring, the correlation no longer makes any sense, even if it ever did in the first place. The one and only thing that should make a difference for lithium producers is that auto manufacturers all over the globe desperately need more and more of the stuff every day as they make the inexorable transition from ICE to EV -- a transition that is still in its utter infancy. Heck, TSLA stock could hypothetically (I don't think it likely will) get cut in half next year because of intense competition from traditional auto manufacturers ramping up their EV game and yet that shouldn't make one iota of a difference for lithium producers. Whether the customer is Tesla, Ford, GM, VW, Stellantis, Toyota, Daimler, BMW, Porsche, Volvo, Xpeng, Nio, Li, Polestar, $LCID , $RIVN or any of a growing number of others, it shouldn't make a bit of difference. The auto manufacturers will be clamoring for lithium no matter who they are. Such intense competition may not be good for Tesla, but it will always be great for lithium producers.

    A note to these inefficient markets: Let us be set free from the unfortunate and undeserved correlation with TSLA so we can soar to new heights.

    $ALB $SQM $LTHM $OROCF $LAC $LIT
  • V
    Value Finder
    $SQM conversation
    Lithium is not the only material world #2 lithium producer SQM produces. It is also a world class producer of specialty fertilizers and iodine, each of which is also in a bull market. Here is what SQM's CEO, Ricardo Ramos, had to say about the company's performance in those markets:

    "In the iodine market, the rapid post-Covid recovery is being reflected in a 25% increase in our sales volumes in the first three quarters of 2021 compared to the same period last year. This strong demand growth should have a positive impact on prices going forward since supply is not keeping up."

    The CEO continued by saying, "Given the existing shortage of potash and potassium-based fertilizers, we have seen a significant increase of global potassium prices, letting us report an over 65% increase of our average price in potassium business line during the third quarter of 2021 when compared to the same period last year. This positive trend should continue during the fourth quarter, with prices of potassium-based fertilizers growing at a rate higher than earlier anticipated".

    $MOS $CF $ALB $LAC $LIT $SLI $LTHM $PLL

    https://www.prnewswire.com/news-releases/sqm-reports-earnings-for-the-third-quarter-of-2021-301427482.html
  • J
    Jeff
    $AMLP conversation
    Continue to buy, hold and invest in NG, LNG, midsream and other hydrocarbon related investments.
    The reality is a transition to 'renewables' is many many years away and many things are derived from and
    can only be made with petrochemicals. This downtrend is temporary and subject to rebound on any Geo-Political
    conflict, population increase, etc. (Hint: There is not enough Lithium to power ALL the BEV's projects)
    Also, this is the time for tax-loss harvesting which is further depressing PPS.
    $LIT, $AMLP, $IRR, $JMF, $BGR, $TELL, $NDP

    https://wealthtrack.com/political-economic-pressures-on-oil-gas-stocks-industry-veteran-tom-petries-reality-check/
    Joining us to discuss the role fossil fuels continue to play in energy production and the state of the oil and gas industry in particular is Tom Petrie, a financial thought leader in the sector and…
    Joining us to discuss the role fossil fuels continue to play in energy production and the state of the oil and gas industry in particular is Tom Petrie, a financial thought leader in the sector and…
    wealthtrack.com
  • j
    jerry
    $SQM conversation
    Lithium carbonate spot price is up by another 3% today (Monday) in Chinese trading to 222,500 yuan (35,000 USD)/ metric tonne. This is another all-time high. Large Chinese player Ganfeng Lithium is also up by 3% so far in Hong Kong trading and my new favourite lithium stock, Allkem Limited (AKE.AX), is up by 3.6% so far in Australian trading today. Allkem is the new name for Orocobre which just completed its merger with Galaxy Resources. Great lithium play with great lithium assets and tremendous growth ahead. OROCF has been the U.S. symbol for this stock up until this point but I believe a brand new symbol is in the works for U.S. investors perhaps on Monday or very soon thereafter. 

    There just isn't enough lithium to go around, folks. Maybe there will be one day, but that day is far, far off in the future. Who knows when it will ever arrive since auto manufactures are only just starting on their inexorable path from ICE to EV. 

    Looking for all lithium stocks to start really picking up speed once again as we head towards the holidays and into the new year. Good luck, good fortune, and happy holidays to all lithium investors out there.

    (Disclosure: I hold OROCF, SQM, LTHM, and ALB. I have held LAC several times as well over the past year, but not at this moment.)

    $SQM $OROCF $LTHM $ALB $LAC $PLL $LIT
  • V
    Value Finder
    $SQM conversation
    Some investors who may have initially been somewhat ambivalent on world #2 lithium producer SQM's reported Q3 earnings last week are surely coming to the realization that it's all about the future with this company. Indeed, the forward outlook for this company in the lithium market is nothing short of phenomenal. Yes, Q3 revenues and earnings were strong, but if there was anything at all that held them back from being much, much stronger, it was SQM's legacy contracts with longstanding customers that are not at anything close to today's skyrocketing lithium prices. After all, spot lithium carbonate has doubled in just three months! Well, surely those investors, who might have initially been disappointed that Q3 numbers were not even higher, are beginning to see the bigger picture. The great news is that the bulk of those legacy contracts are expiring this quarter (Q4) and will be renewed at much higher rates that are reflective of today's sky-high prices. Not only that, SQM is ramping up its lithium production at a very impressive rate. It is currently producing at a 120,000 metric ton/year rate (which is dramatically higher than last year at this time), and is projecting a 180,000 metric ton/year rate being reached at some point next year.

    Here is CEO Ricardo Ramos on his SQM's ramping lithium production and the all-important expiry of those legacy contracts (second paragraph):

    "The expansion of our lithium operations is yielding positive results, letting us increase our sales volumes more than 80% when compared to last year. We are already producing at rate higher than 120,000 metric tons per year, while we continue working to reach 180,000 metric tons capacity next year. We are confident that our sales volumes could reach close to 100,000 metric tons this year, on a market that we estimate will grow close to 50%. This market growth is putting pressure on prices, as a result, we forecast average prices to be close to 50% higher in the fourth quarter this year when compared to prices reported in the third quarter 2021."

    "The positive trends we are seeing in each of the markets in which we participate, along with the expiration of the legacy lithium contracts, are leading us to reach record-level results in the fourth quarter of this year."

    $LIT $LTHM $SLI $LAC $PLL $ALB

    https://ir.sqm.com/English/news/news-details/2021/SQM-Reports-Earnings-for-the-Third-Quarter-of-2021/default.aspx
    SQM Reports Earnings for the Third Quarter of 2021
    ir.sqm.com
  • j
    jerry
    $OROCF conversation
    Looking to get more lithium exposure in your portfolio but hesitant to buy more right here on today's big 5% to 10% (+) bounce in the space? Well Allkem (U.S. ticker: OROCF; Australian ticker: AKE.AX; Canadian ticker: AKE.TO) is trading at a big discount today relative to this bounce in the space. That is because the Australian market (the primary stock market for the trading of this stock) is closed right now and doesn't open until tonight New York time.

    Allkem (formerly Orocobre which recently merged with Galaxy Resources) is one of the very best quality plays in the entire lithium space. Unlike lithium juniors still in the exploration and development stage, Allkem is a major, established player on the global stage with huge revenues and huge revenue growth. With huge ongoing production (not to mention its own big development pipeline), Allkem has been capitalizing hugely on soaring lithium prices (most recent lithium carbonate spot quote: 298,500 yuan / metric tonne). Why wait for production years out when you can have it right now in a major, quality global player? Also, Allkem, unlike ALB and SQM, does not have any Chileean exposure (think Boric, newly elected socialist president looking to massively raise taxes on miners and nationalize most if not all new lithium development in the country).

    Right now you can still get Allkem (OROCF in the U.S. or AKE.TO in Canada), one of the very best lithium players in the world, at a big discount to today's bounce in the space. Surely the shares will be higher tomorrow after the Australian market catches up with today's big bounce in the space during Australian trading tonight.

    Good luck and good investing to all no matter what your lithium stocks happen to be.

    $OROCF $ALB $SQM $LAC $ LTHM $PLL $SLI $LIT
  • M
    Mike
    $SQM conversation
    EV price war to heat up as Mitsubishi readies sub-$18,000 car

    BMI's George Miller forecasts a LCE deficit of 25,000 tonnes this year and expects to see acute deficits from 2022.

    SQM Events:

    September 21, 2021 to September 23, 2021 08:00 AM ET
    CrediCorp 2021 Capital Market Event
    Virtual

    September 15, 2021 to September 16, 2021 08:00 AM ET
    Morgan Stanley Annual Latin America Conference
    Virtual

    September 13, 2021 to September 14, 2021 08:00 AM ET
    Credit Suisse Annual Basic Materials Conference
    Virtual

    $LIT $SQM
  • s
    sam
    $LAC conversation
    Lets go!!!!

    Lithium Is Set To Soar - A 2025 Price Forecast $LIT
    https://seekingalpha.com/article/4315728
    Due mostly to the rapid adoption of EVs, lithium is seeing incredible growth in demand, which should reach 1.637 million tonnes in 2025. Fears of oversupply hav
    Due mostly to the rapid adoption of EVs, lithium is seeing incredible growth in demand, which should reach 1.637 million tonnes in 2025. Fears of oversupply hav
    seekingalpha.com
  • M
    Mike
    $SQM conversation
    SQM avg price realized was $5,300 per tonne in Q1, $6,300 per tonne in Q2... $10,000 per tonne by Q4!
    So we will see a 58% increase in price going into Q4!! And 100% increase in potash prices!!

    The company reported second-quarter earnings of $89.8 million, or $0.31 per share, compared with $50.8 million, or $0.19 per share, in the year-ago period.
    CEO Ricardo Ramos predicted the company’s sales volume for the white metal could hit 95,000 tonnes in 2021, higher than previously thought, and said prices would rise alongside demand.
    “Our average lithium prices during the second quarter of 2021 were almost 20% higher compared to the first quarter of 2021, as sales contracts signed last year are expiring and a higher percentage of our sales are invoiced based on the current pricing scenario,” Ramos said.
    SQM expects the price of the lithium it sells to approach $10,000 per tonne by the fourth quarter of 2021, executives said in a conference call later on Thursday.
    SQM also expects potash prices to double 2021.

    $LIT $TSLA $NIO
  • s
    sWINger
    $SLS conversation
    and Short SPAMMERS are desperately bashing on that board
    Anyone Know why a Market slumps should affect niche Micro Cap bios with Major pay days coming soon?
    $SLS $XBI $SGMO $CNCR $QS $LIT $FATE $NKTX $GME all in my list
    What will happen when Sellas life Sciences announces positive net income NEXT WEEK?
    Sls had been at the mercy of short funds for the last two years on cash and dilution concerns, in December closed a $202m license and has already received almost $20M + the $35M on hand and only $4m monthly burn
  • M
    Mike
    $SQM conversation
    Ford April Vehicle Sales Jumped To Nearly 200,000, As EV Sales Soared
    EV sales rose 262% to a monthly record of 11,172 vehicles, representing 5.6% of total vehicles sold
    $F $SQM $LIT