Lion E-Mobility AG - Top Batteries for German Car Manufacturers

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Are there still lion jackets hanging around the forum? The price today is €1.86 and the latest target price is €5.30. Quite something.

Mirabaud Equity Research publishes report with a buy rating for LION

Zug (Switzerland), 23.10.2023* – LION E-Mobility AG, a listed Swiss holding company with promising strategic investments in the e-mobility sector, especially in the field of electrical energy storage and lithium-ion battery system technology, today announced a new analyst report from Mirabaud Equity Research. *Mirabaud’s analysts recommend LION E-Mobility a buy with a target price of EUR 5.30. This reflects a 340% uptake on the share price from yesterday’s close at EUR 1.90 (Xetra).

Mirabaud has more than two hundred years of experience in the financial industry in the areas of wealth management, asset management and corporate finance.

Mirabaud’s analysts believe that LION E-Mobility AG offers compelling operational earnings opportunities. Generally, batteries play a crucial role in the energy transition – enabling the electrification of vehicles as well as the storage of energy to support electricity grids and the use of renewables. As a focused battery company, the analysts of Mirabaud see LION E-Mobility AG as a strong growth vehicle in this overall sector.

In more detail the following advantages are associated with LION E-Mobility AG according to Mirabaud:

  • Increasing total addressable market growth of the entire sector
  • Future production of Lithium Iron phosphate (LFP) batteries
  • The collaboration with Chinese cell supplier SVOLT
  • Potential of the LIGHT Battery
  • Positive success in financial refinancing policy
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What do you guys think about Lion’s future? I’ve been involved for a few years now, through the ups and downs, but it’s still in my portfolio :smiley: Do people see the future as negative, positive, or neutral? What are your feelings? Based on the latest info at least, it looks like they’ve finally gotten things moving forward?

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There’s the latest analysis, or should it be called a pump analysis. In any case, there is a long way to go to the target price (€10.5) presented in this report. Everyone, of course, makes their own investment decisions.

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Tadaa!

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https://lionemobility.com/news/lion-e-mobility-ag-reaches-revenue-target-for-fy-2023-and-forecasts-revenue-growth-in-2024/e6e7c75d-c837-4ed9-8ef4-bf92c900c007/

There is such a massive buzz around this company here that even last year’s figures haven’t been shared. The company’s share price has been mostly on a downward trend, as the story seems to have been treading water. The analysis paints a pretty picture with a high target price, but I don’t really know if even the analyst themselves believes in it.

I see it as a positive that revenue is growing and money is coming into the house instead of flowing out. Maybe one day the Lion’s coat will be back in fashion again.

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Kurssien ja niiden muutosten kyselyt, kauhistelut ja hehkuttelut (Osa 3)
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I haven’t written here much lately. I’m updating Lion’s latest news now that the stock has experienced a resurrection.

7.2.2025 Joachim Damasky, Lion’s CEO, bought 20,000 Lion shares at a price of 0.69€/share.

22.1.2025 Mr. Ian Mukherjee provided a loan to the company, which was converted into 3,000,000 shares at a price of 0.629 EUR / Share. Thus, the number of shares he owned rose to 7,789,441, which is 50.66% of the total share count of 15,375,633.

Ian’s comment from the press release:
“I am pleased to contribute to the further development of LION E-Mobility AG with my support. The company has a clear vision and the potential to play a leading role in the e-mobility industry as the excellent test results of LION’s new battery with the premium OEM partner demonstrate. The conversion of the loan is a sign of my confidence in the team and the future of LION.”

Joachim’s comment from the press release:
“Thanks to these achievements, we have streamlined our balance sheet and now have the financial flexibility to pursue our vision of taking a leading role in the e-mobility market with determination. In 2025, we expect to enter the next phase of series production with German premium OEMs”

12.11.2024 The Q3 earnings report did not bring anything good in terms of figures.
The traditional battery business has not been very profitable in 2024. The only bright spot in the earnings report was the comments on the promising development of the light battery.

6.11.2024 LION E-Mobility AG: Sale of stake in TÜV Süd Battery Testing GmbH
Lion sells its stake in the battery testing business to TÜV SÜD AG.
This financed the company’s operations.

4.11.2024 German premium OEM successfully completes high-temperature tests of LION LIGHT battery - LION Smart GmbH honored as one of the “Most Innovative Companies 2024”
Light battery tests were successful. “Smart significantly exceeded the required test parameters”

12.09.2024 German Premium OEM starts High-Temperature Testing of LION LIGHT Battery after successful Track Tests.
Light battery tests began.

01.08.2024 Positive preliminary Track Tests of High-Performance LIGHT Battery at German Premium OEM.
Positive results in preliminary tests of the light battery.

24.06.2024 E-Mobility AG publishes Annual Report 2023 and confirms outlook 2024
The figures were not astounding.

The stock price went very low when the company’s financing looked uncertain. The main owner’s financing and the CEO’s purchases sent the stock soaring. YTD is quite strong at +131% for this year, but it’s good to remember that over 12 months, we are still at -30%. Looking further back, it’s even more in the red.

The stock rally has sparked speculation about a possible order for the light battery from a large German OEM company. It is generally believed to be BMW, but there is no confirmation of this. The start of possible series production of the light battery has been mentioned several times in press releases.

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A peculiar move indeed.

Today there was also an announcement about Ian’s purchase for just under 1000 euros. Could it be someone from the inner circle? At least no deal announcement should come in the next couple of weeks, so there won’t be any complaints.

I have to comment on that Light battery deal. I used to be on the BMW train, but I had to give up when the pieces didn’t want to fall into place.

Instead, all the hints thrown around fit quite easily with another German premium car manufacturer. Fortunately, there aren’t many German premium OEMs. Especially those who have higher-octane sports vehicles in their model range.

I don’t have the energy to dig up exact sources for everyone right now. So it’s from memory, but all these hints have come from Leijona’s webcasts or similar.

  • Supercar / racecar
  • Many possible models (various versions of the 911, of which there are numerous)
  • Hybrid (the latest 911, from which many different variants are still to come)
  • Performance tests on a famous German track (Nurburgring)
  • Hot climate tests in Southern Europe (Porsche’s technology center Nardo)
  • AMG has been spoken of in a way that it is a competitor. (Mercedes ruled out)
  • The release of new current-generation 911 turbo models has been postponed, and correspondingly, the deal’s timeline has stretched.

The BMW name came up for two main reasons. The Light proto-deal was announced in the same press release as the deal where i3 batteries were obtained from BMW. In addition, the company has had close ties with BMW.

This doesn’t make the deal certain either, even though they have said that no similar competitor has been in the testing process. It could be that Porsche continues with the same battery they already have in the GTS. But surely, the more powerful models should get something better.

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LION E-Mobility and LeapEnergy enter into strategic partnership
Zug, April 29, 2025 - LION E-Mobility AG (LION; ISIN: CH0560888270), a leading battery pack manufacturer specializing in e-mobility and energy storage solutions, announces the strategic cooperation of its subsidiary LION Smart GmbH with LeapEnergy, a subsidiary of the Chinese Leapmotor Technology Group. The aim of this collaboration is the joint development and marketing of battery and energy storage solutions (BESS) in Germany, Switzerland, Austria, Italy, France, the United Kingdom, and Canada.
LION Smart will have exclusive responsibility for the distribution, project implementation, and service of LeapEnergy products in these markets, coordinated from its site in Hildburghausen. The partnership combines LeapEnergy’s expertise in high-volume manufacturing with LION Smart’s strong capabilities in system integration and market access across Europe and North America.
Responsible for the release: Board of Directors of LION E-Mobility AG
Alessio Basteri, Chairman of the Board of Directors

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1 What is LeapEnergy?

  • New Subsidiary: LeapEnergy is a new subsidiary of the Chinese electric vehicle manufacturer Zhejiang Leapmotor Technology Co., Ltd. (“Leapmotor”), focusing on battery and energy storage solutions (BESS). The company first came to the attention of the Western public today when LION E-Mobility’s subsidiary LION Smart announced a strategic partnership with LeapEnergy. finanzen.ch
  • Responsibilities in Europe and Canada: Under the agreement, LION Smart will be responsible for sales, project delivery, and service of LeapEnergy’s products in Germany, Switzerland, Austria, Italy, France, the UK, and Canada. finanzen.ch

2 Leapmotor, the Parent Company, in Brief

  • Founded in 2015; headquartered in Hangzhou, China. Known for cost-effective electric vehicles (e.g., C and T series). Wikipedia
  • Stellantis owns a 20% stake in the company and helps Leapmotor expand into global markets – a link that also supports BESS export plans. Stellantis.com

3 Why was LeapEnergy created now?

Over the past two years, Leapmotor has invested heavily in battery and storage systems:

  • The Jinhua factory already has an annual capacity of 600,000 units for storage battery systems. m.gasgoo.com
  • In 2024–25, the company launched new module and PACK lines that produce batteries for both vehicle and storage use. sohu.com

These production investments created the industrial foundation for its own energy storage brand – LeapEnergy.

4 Technology & Products (based on information released so far)

Feature What can be concluded now?
Cell Chemistry Likely LFP (long cycle life), the same line as Leapmotor’s basic EV battery versions.
Structure 19″ rack and/or 20-/40-foot container solution; Leapmotor’s “cell-to-pack” expertise enables high energy density.
Integration Complete systems likely include BMS, fire suppression, and potential liquid cooling; LION Smart is responsible for system integration in Europe.
Target Markets Industrial & commercial sites (C&I), renewable energy storage, and frequency regulation services.

Note: Exact kWh/MWh specifications, pricing, or certifications have not yet been released; information is likely to be updated through LION Smart’s sales channels later this summer.

5 What’s next?

  • CE Certification & Local Standards: For systems to be delivered to Germany, France, etc., LeapEnergy/LION Smart must apply for certifications according to standards such as IEC 62933 and VDE AR-E 2510.
  • Competition in the European BESS Market: LeapEnergy competes with, among others, BYD Battery-Box, CATL-Kunlun, and Tesla Megapack. Strengths include large factory scale and Leapmotor’s cost-optimized “cell-to-pack” technology.
  • Potential Home-Sized Solutions: Leapmotor has hinted (in the Chinese press) at 12–20 kWh home storage units – we await confirmation on whether these will be included in the European product range.
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Continuation of the previous announcement:

Synergies in manufacturing, integration, and operations
The partnership combines industrial manufacturing expertise with proven market presence: LeapEnergy has extensive experience in developing and mass-producing high-quality battery modules and has already delivered several hundred thousand units to its parent company Leapmotor Technology– a leading Chinese automotive manufacturer.
LION Smart complements this strength with deep system integration know-how, established market access in Europe and North America, and many years of experience in electrifying commercial vehicles and stationary applications. In addition, LION Smart will be responsible for the implementation of storage systems – including installation, commissioning, and long-term service. With a proven service network, the company ensures smooth project execution and reliable operations.
“This strategic partnership is a key building block for our continued growth. It expands our offering with high-quality storage solutions and opens up new market opportunities,” says Dr. Joachim Damasky, CEO of LION E-Mobility AG. “We are very much looking forward to working closely with LeapEnergy and see great shared potential.”
“We see great potential is the strategic partnership with LeapEnergy and are particularly pleased to be establishing another pillar for the diversification of our business with the BESS division. The aim here is to become a major player in the market together with LeapEnergy in the next years”, says Alessio Basteri, Chairman of the Board of LION E-Mobility AG.
Mr. Song Yining, CEO of LeapEnergy , adds: “With LION Smart, we have found a partner who understands our products technically and can position them in the market. This partnership marks an important milestone in our international expansion.”

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Q1 meni hyvin ja jellonatakkia voi taas ulkoiluttaa pää pystyssä (YTD +217%).
https://lionemobility.com/news/lion-e-mobility-ag-with-a-strong-start-to-the-year-in-a-challenging-market-environment/705f3e2c-5cc0-4f4c-9705-fb044ccebc8b

LION E-Mobility AG with a strong start to the year in a challenging market environment

Zug, May 13, 2025 - LION E-Mobility AG (LION; ISIN: CH0560888270), a leading manufacturer of battery packs for electric mobility and energy storage solutions, has made a successful start to the new financial year. In the first quarter of 2025, the company generated revenue of EUR 6.5 million - a significant increase of around EUR 5.3 million compared to the same period of the previous year. This development was driven by a noticeable recovery in relevant industries and an increased order volume.

At the same time, EBITDA improved significantly to EUR 1.5 million (Q1 2024: EUR -2.6 million). An optimized material ratio of 50%, a strict focus on the development of the new NMC+ battery packs and reduced operating expenses had a positive impact on earnings. Operating cash flow amounted to EUR 1.2 million after EUR -3.5 million in the previous year - a clear indicator of the effectiveness of the purchasing and inventory policy.

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Again good news for the lion-jacket folks, to which I, for some reason, still belong.

New battery and cooling technology with a German OEM in the heavy-duty vehicle sector, and more!

H1/25 Report

• Revenue increased to 10.4mEUR, nearly doubling compared to 6.1mEUR in H1 2024.
• Capitalized own work rose to 1.8mEUR, reflecting continued R&D focus.
• Cost of materials remained stable, while
personnel expenses grew slightly due to ongoing strategic projects.
• Other operating expenses declined to 2.3m EUR, driven by tighter cost control.
• EBITDA improved to 1.3m EUR, up from -4.8m EUR, with a margin of 12.1%.

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LION E-Mobility AG enters into strategic partnership with Münchner Solarkraftwerke – over 40 large-scale storage projects in the pipeline

Zug, August 12, 2025 – LION E-Mobility AG (LION; ISIN: CH0560888270), a leading manufacturer of battery packs for electric mobility and energy storage solutions, announces that its subsidiary LION Smart Production GmbH has entered into a strategic partnership with Münchner Solarkraftwerk & Verwaltungs GmbH (Münchner Solarkraftwerke). Münchner Solarkraftwerke is a company specializing in the development and implementation of solar energy and storage projects. With this strategic partnership, LION secures access to a rapidly growing market segment and positions itself as a provider of large-scale storage solutions in the wake of the energy transition.

As part of the cooperation, more than 40 solar energy projects are currently in the planning stage – both in combination with large-scale open-space photovoltaic systems and as stand-alone storage solutions. The innovative battery storage systems from LION Smart, equipped with powerful inverters, are not only used for the efficient temporary storage of solar power, but also to provide lucrative grid services. This opens a market with considerable revenue potential.

Dr. Joachim Damasky, CEO of LION E-Mobility AG, explains: "This partnership gives us direct access to a large number of attractive projects in the energy sector. By combining our storage technology with the project development expertise of Münchner Solarkraftwerke, we are creating the basis for a scalable business model with considerable growth potential.”

Florian Genssler, founder and managing director of Münchner Solarkraftwerk & Verwaltungs GmbH, adds: “The demand for high-performance storage solutions is exploding. Together, we are able to implement large projects quickly and efficiently and thus benefit from the enormous market growth.”

Market opportunities at a glance:

  • Over 40 projects already in the pipeline – short- to medium-term revenue driver
  • Access to rapidly growing market for PV-coupled and stand-alone storage systems
  • Unique technological position thanks to integrated battery storage inverter systems
  • Additional sources of revenue through grid services

With this cooperation, LION is reinforcing its strategic focus on the rapidly growing market for energy storage and strengthening its position as a provider of integrated solutions – a key growth driver for the coming years.

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Is it time to go lion hunting yet? My interest is starting to raise its head again.

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