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When I last looked Mcphy had very very low level of shares in issue. Works both ways. Big news or sector bullishness it will rise quickly, but any negative news and she will drop pretty quick too.
All about risk reward. Compared to nel ilI consider it a luxury holding, not for me but good luck.
There's room for a number of electrolyser manufacturers. Back in may Barclay's began covering ITM, Nel and McPhy. It had overweight on the first two with ÂŁ8.00 and 40.5 krone respectively and neutral on mcphy. I don't really know .
enough to suggest who has the best kit.
I would be ecstatic if we hit 40
Seems undervalued?
Earning per share healthier than nel.
Orderbook of 100+ Million...
One .... Two ..... re...... Varoooom
Nel Hydrogen - the push back up is NOW on !
Watch this space ... Whoohooo
Thats not a whoohoo for the price going up its for WHY its going up ;-))))))))))))))
From Jon Andre Lokke tonight to me on twitter...
"HYON continues as planned with some changes in ownership. @PowercellA sold their shareholding to @saga_pure_asa and @HexagonASA transferred their shares to "sister company" Norwegian Hydrogen. HYON is ready to move fast with new financing."
https://renewablesnow.com/news/hydrogen-bunkering-firm-hyon-plans-euronext-growth-listing-770145/
BULK HYDROGEN coming up ;-)))
Hahaha Ras you beat me to it teehee
Hi,
Just for info. The Q4 results are due on the 16/2/22. (Email confirmation from investor relations).
Fingers crossed
Best wishes all holders
Keep 'em coming Major Oak. This should fly. Patience will be rewarded. In fact things have only materially moved in News direction since we had highs of 35 krone. The geopolitics are also v favourable
Nel Hydrogen US Contract Win - I guess these PEM will be made at the US Wallingford Factory which has already supplied near 3,000 units over the years.
The new fully automated Danish factory at Heroya , 24/7 operation will produce 3000 A YEAR , mind blown and THE FUTURE of Electrolyser supply.
Nel will have a SUPERB YEAR. As I posted at the weekend, to turn down the contract offered to Nel that ITM final were allowed to win is a HUGE plus for us investors. It may sound bad, but "NEL CAN ONLY MAKE SO MANY ELECTROLYSERS A YEAR TO GO ROUND", some companies needing hydrogen production will be left behind as CAPACITY IS TAKEN UP IN ADVANCE.
Just look at the lithium mines being bought out of supply BEFORE THEY HAVE EVEN MINED - EG Vulcan Resources Sign 5 year supply deal with LG !!!!
Same NOW NOW NOW with OUR hydrogen. The tills are ringing ..... Just you wait and see. Whoop whoop
NEL HYDROGEN - ORDER WIN in the US.
Yet ANOTHER win. The Heroya factory is going to be working pretty hard over the next 12 months !!!
January 31, 2022 – Oslo, Norway
Nel ASA: Receives purchase orders for multiple PEM electrolyzers from an innovation leader in sustainable food production
(Oslo, 31 January 2022) Nel Hydrogen US, a subsidiary of Nel ASA (Nel, OSE:NEL), has received orders for multiple PEM electrolyzers to provide green hydrogen for sustainable carbon negative food production.
Nel Hydrogen US has received a contract for PEM electrolysis hydrogen production units to be delivered to a leader in the commercialization of sustainable protein technology. This application for green hydrogen is a novel and exciting approach to addressing both climate change and food production for the developing world.
“This project represents an important opportunity to showcase a green hydrogen solution that supports carbon reduction in the food production industry. We are thrilled to be working with a progressive and visionary leader in this sector”, said Tom Skoczylas, Sales Manager for Nel Hydrogen US.
The purchase orders have a value of approximately USD 5 million, and deliveries of the equipment will be staggered over the remainder of 2022, and into 2023.
Had a reply from Nel. I am very happy and although it is Porsgrunn Heroya "ITM tanks on our lawn" , I now have a bigger picture view. They can have it.
There are only so many electrolysers a company can supply. See my list of Installed Supplied and Orders and tbh I did wonder just how NEL would supply so many companies.
Some just want the world and some just want electrolysers NOW ..... KERRRRPOW.
Happy days.
EVERFUEL
1st H2Station Oslo-Hamburg Corridor - Supplied.
H2Station Hernning Q4 22 - Contract 100 H2 Taxis
FREDERICA 20MW (UPTO 300MW) DENMARK - SUPPLIED & OPENS Q2-Q3 2022
GERMANY 100MW 2021-2022 - SUPPLY
H2Station Trelleborg Sweden Maserfrakt AB H2 Fleet - Installed 2021
IWANTANI CORP USA - NOK150M 14 H2Stations 2021-2022 - Installed and Installing.
OVAKO STEELPLANT HOFORS - €11M 20MW Q4 2022 to Install.
WOOD ENGINEERING & NEL - 30+ CONTRACTS H1 '21 - to supply
HEROYA ELECTROLYSER FACTORY TO OPEN 2ND PRODUCTION LINE 2022 - CEO "Opens H2 2022"
H2Station SHELL HOLLAND - Install 2022
YARA FERTILIZERS INTERNATIONAL , PORSGRUNN HEROYA AMMONIA FACTORY - Q2-Q3 2022 Install.
5MW to install = ONLY 1% H2O Capability - MASSIVE
ZE PAK, POLAND 70MW SOLAR FARM ( largest in Poland) - H2Station €3.2m - Installed 2021
ARIES USA, PETAFLOP SUPERCOMPUTER & PARTNER NREL USA & NEL - Installed 2021
HyLINE - EUROPEAN HYDROGEN INFRASTRUCTURE PROJECT - NEL SUPPLY HYDROGEN 2019-2023 - NEWS to come on the amount of electrolysers to fit.
UN-NAMED USA GLOBAL FUEL CELL COMPANY - $26M PEM ELECTROLYSER CONTRACT 2022-2023 to install.
RAYTHEON TECHNOLOGIES, COLLINS AEROSPACE, US NAVY & NEL $54M CONTRACT - Ongoing
NIKOLA CORP
- ANHEUSER H2Station Q4 - 800 H2 Truck Fleet to supply. This is NOT Nikola's biggest client !!!
- NIKOLA TRE & IVENCO , ULM GERMANY - H2Station to Install.
- NIKOLA PHOENIX HQ - H2Station - Installed
- PG TRUCKING 2023 - Buying Nikola Tre H2 Trucks.
HEXOGAN PURUS, NEL PARTNER - USA 2 PRO CAB H2 TRUCK CLIENTS - Q2 2022 ( guessing supply as partner )
EXELON NUCLEAR ENERYGY GENERATION USA - PEM Electrolyser Installed Nine Mile Point with US Gov project to use this blue print across US NUCLEAR PROJECTS , so more to come...
H2Station VAL DE LOIRE FRANCE - Q3 2022 Opens.
SGN LEVENMOUTH , FIFE - 2021 WORLD FIRST GAS TO HOMES. 300 homes with expansion up to 900 homes. Active project.
ANGLO AMERICA MINING, ENERGIE & NEL - H2 Trucks hydrogen electrolyser supply TESTING 2022 SUPPLY by 2024.
YEAR 2023
STATKRAFT STEEL, CELSA, MO INDUSTRIES & NEL - Supply 40-50MW 2023 GREEN STEEL.
WRIGHTBUSES UK , DENMARK & LATVIA - 200 H2 Buses to supply by wrightbuses and NEL to supply the Hydrogen.
It is pretty clear NEL Hydrogen are winning business , some projects are 18 months to 3 years prior to opening. I have another list as long as the above of all the LARGE JOINT VENTURE PROJECTS with several CONSORTIUMS in the USA, EU & AUSTRALIA.
The most exciting is the list above is ACTIVE contract and supply. This shows the potential and the SIZE OF PARTNERS in which NEL , HEXAGON COMPOSITES, HEXAGON PURUS, HEXAGON AGILITY & EVERFUEL are working with. A great future is coming.
https://www.autoevolution.com/news/nikola-tre-fcevs-drove-350-miles-on-a-tank-of-hydrogen-180246.html
Nel may have lost the front lawn but have the whole of the US & Canada to supply Nikola Corp Tre hydtogen stations. They want 700.
"At first, Nikola would help establish this infrastructure using PPA (Power Purchase Agreements) on main federal transmission lines. The idea was to buy electricity for cheap when it is in low demand to power electrolyzers and decompose water into hydrogen. Nikola had even purchased five alkaline electrolyzers from Nel ASA, each of them able to produce 8 tons of hydrogen per day."
https://www.autoevolution.com/news/nikola-tre-fcevs-drove-350-miles-on-a-tank-of-hydrogen-180246.html
All Hydogen stocks I hold are down, not sure when any recovery to buy levels will occur but Im in too deep in ITM and NEL to sell up and get out.
TBH I really believe they will come back so a real LTH for me I think, a bit like my Rolls Royce shares
YARA FERTILIZERS INTERNATIONAL , PORSGRUNN HEROYA AMMONIA FACTORY - Q2-Q3 2022 Install.
5MW to install = ONLY 1% H2O Capability - MASSIVE
So the plot thickens ? ITM get 25mw order , NEL are INSTALLING in Q2-3 a 5mw. There is many multiples of MW from this point up for grabs still and NEL will be up and running latest Q3, so time to prove up the skills in fitting, running and servicing our electrolyser.
Still in first but a big win too for ITM , well done to their sales team.
Yeah read it and posted to you on itm. Itm still down though ???
Major, have you read ITM's press release this morning. There 24MW order is for Yara in Heroya. That's right on Nels patch. I'm a bit surprised. But my guess is they buy their hydrogen from Linde and that's an easier door to open.
Any thoughts?
"The electrolyser is to be installed at a site operated by Yara Norge AS ("Yara") located at Herøya outside Porsgrunn, about 140 km southwest of Oslo. The site covers an area of approximately 1.5 square kilometres and is the largest industrial site in Norway. The Porsgrunn site produces 3 million tons of fertiliser per year."
Hexagon Agility in South England expansion .....
Feeling generous tonight.
Some major news coming out across a lot of the hydrogen US sector tonight , drops being countered with news. This below is UK based and inc Toyota Mira & Hyundai. Both NEL customers along with BOSCH....
https://fuelcellsworks.com/news/hydrogen-vehicles-to-evolve-in-the-future-as-investment-continues-into-uk-transport/
Hahaha, gonna make a few work for this one , teehee.
Another freebie then ?
#Wasserstoffrunde #LKW #Busse. Umrüsten, Neufahrzeuge, #Tankstellen, Wasserstoffproduktion. Noch heuer werden die ersten Nutzfahrzeuge mit #H2/#Brennstoffe auf den Straßen auftauchen. Bayern fördert als erstes Bundesland H2-LKW-Tankstellen, mind. 5 sollen 2022 in Betrieb gehen! https://t.co/0h5y95Zb5w
In reference to your earlier post... I find your research tip top. It's much appreciated
Ps the 2 question marks were changed from a thumbs up