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The source is E3 rns. I find the ceo like social media , twitter in the main. He often puts clues up on progression in 1 - 2 min clips.
Great news today from SLI which should underpin the DLE tech method that many including E3 are to use. Just a different sponge filter for each specific brine and aquifer density.
All good. Ignore all the wider market worries, these are 2-3 year investments.
Cheers MO.... what is the source of confirmation ?
STANDARD LITHIUM "we now have the only continuous, 24/7 start-to-finish brine-to-carbonate plant in North America. "
2nd flow test for the sponge filter due by March or sooner. First flow test results 2 weeks ago were excellent. Once this result is confirmed, the next big step happens. Pilot plant out in the field built by year end, so where Standard Lithium were about 18 months ago. 6-12 months on testing and starting to put demonstration plant plans in to play for end of 2023, so where Standard Lithium were back in October. They went from USD$1.50-2.50 to 8-9.00 on the build up to demo and confirmation of working plant USD$15.00. I enjoyed that ride. Certainly helped me at the end of last year to take some profits and put them in to E3 the next Standard Lithium but with 7 million tons lithium carbonate at the moment based on PEA rather than 3 mt of SLI. SLI will however blast through 3 mt towards 5-7 mt imho as they step out the tech and new data sets from the demo plant to generate greater capture and efficiency. SLI sp is silly just like NEL. Both massive buts imho.
MO, Are you referring to approvals for Alberta??
I'm in E3 also, I will review my research in the light of your "news" comment, as that appears to have been missed by me.
Regards
It has its golden phases.
Hydrogen is a no brainer. Its as always buy the best as some will drop away.
Nel are a global company and in with the US Gov on nuclear power & navy deals long term so that should show us the confidence.
I think both lithium and hydrogen are coming down but probably due to world debts and inflation looking like its steaming in ! Never good for markets and more expensive for maufacturing and construction. So its buy low and sell high. It always wins as long as you are lucky to pick the right ones.
Imho Nel is my first choice. Genuinely these are buy time prices. If E3 get the news I want and Nel are still low , I will add to nel from E3.
Lithium stocks seem to be the market recently.
I'm in heavy with ITM, NEL, CERES and an ETF, and I'm getting the feeling that the bulk are for the long term...they have to be for me.
Hoping NELs results will stimulate the market....HOPING!!!!.
https://fuelcellsworks.com/news/fossil-free-hydrogen-initiative-by-ovako-includes-volvo-group-hitachi-abb-power-grids-sweden-h2-green-steel-and-nel-hydrogen/
A J Lokke CEO suggests its a multi location project across the EU. Time will tell. All the right companies
https://hydrogen-central.com/hexagon-mitsui-expand-extend-strategic-hydrogen-alliance/
Hexagon are a spin off partner to Nel Hydrogen.
Looking maybe at marine technologies I think.
Nel Hydrogen, are they pivoting towards adding Asia supply ? Itochu signed an MoU in October and Nel have been presenting in China today ...
https://im-mining.com/2022/01/16/50-50-jv-trading-house-itochu-investment-fund-jip-become-largest-shareholder-hitachi-construction-machinery/
Agree… but why is no one buying - the shares??
Is everyone stuck in/on lithium etc???
Nel Hydrogen Heroya. The factory is open and fully automated. Nobody is doing this IN THE WORLD !
"Producing electrode plates for electrolysers: NEL will be producing electrode plates for electrolysers around the clock at the pilot facility at Herøya. Photo: Tom Riis.
Berdalen indicates that the plant will be capable of producing around 36,640 electrode plates every 24 hours, which is equivalent to 160 electrolysers providing 1 tonne of hydrogen, which in turn is equivalent to 2.2 MW each. Electrode plates are sent straight out to customers, together with a diaphragm that they buy. And the electrolysers are installed on site on customers’ premises. "
https://eng.heroya-industripark.no/latest-news/get-ready-for-industrial-halls-for-nel-a-game-changer-in-the-world-of-hydrogen
I trust my own research and this is a solid buy.
Thanks very much for this list MO , that's really helpful. Full disclosure, I am invested but am feeling unsettled and might exit to wait for clearer buy signals. I'm underwater on the stock already and there is likely more downward pressure on the SP. At the moment all hydrogen stocks are under pressure, probably because few of them are turning a profit and hydrogen is still an expensive form of fuel, although given the recent spikes of fossil fuel prices, that course may be altered . Nell still looks expensive for the size of their balance sheet, not taking into account the orders. It would be helpful to know what payment schedules for these orders are and how much payment is taken upfront. I guess we will get more info at the ER. The order list is impressive but despite the increase in revenue the company is still unprofitable and the technical indicators for the stock do not look good for the short term. There is now also European competition from companies with deep pockets.
https://www.reuters.com/business/thyssenkrupp-hydrogen-unit-eyes-up-687-mln-possible-share-sale-proceeds-2022-01-13/
I was looking at the nel Homepage annoucements over '21. Turns out, on average a PO was announced roughly every 6 weeks, with 50% flex. As far as i can judge, orders go for around 500k per MW, with POs in excess of 5MW making SP shifts of any duration, before a corrective pullback. Probably going to see next POs announced 2/2022. But who knows..
Ty mo
The sooner we get a update then maybe will start going in the right direction...
Look forward to your next installment....
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. Taking a look at the next list shows the potential and the SIZE OF PARTNERS inwhich NEL , HEXAGON COMPOSITES, HEXAGON PURUS, HEXAGON AGILITY & EVERFUEL are building long term relationships is across many different sectors.
I will hopefully post a second list including ITOCHO CORP, TOYOTA, COSTAIN, SAGA PURE MARINE SHIPPING, ORSTED...
Mrblobby. The next Q4 results are due within 4 weeks approx. Covid will put pressure on supply which would naturally have happened BUT it is about investing and I have currently 3 pages of orders, deals, MoU's , LOI's and supply that is not necessarily actively put out in the press.
My list is coming. Its a long one.
Plenty of leads..what we need though is POs!!
Nel hydrogen electrolyzers to help produce 35% of Denmarks energy needs !!!
35% of DENMARKS ENERGY down to NEL & EVERFUEL
Nel Hydrogen partner Everfuel to supply 300 MW , the largest hydrogen electrolyser power generation plant in Europe see Crossbridge backing up the project :-
"The refinery produces approx. 35 % of the Danish consumption of fuels and has a similar export via the company's port terminal in Fredericia. Crossbridge Energy A/S employs approx. 240 employees."
Nel Hydrogen partner Everfuel and new partner for Frederica power plant looking to continue asap.
"Crossbridge Energy A/S will continue the partnership with Everfuel to establish a 300 MW electrolysis and Power-to-X plant next to the refinery, which will produce hydrogen from predominantly renewable energy in the refinery’s area."
https://crossbridge.dk/en/om-crossbridge/
Another titbit, the video of the inside of Heroya.
CEO says Q3 open, ramp up into Q4 and .....
OFFICIAL OPENING ( PR ) will be Q1 2022.
Then they will go back and do another inside Heroya video in Q1.
Newsflow I predict 'should - fingers crossed' be something big virtually every month.
Looking forward to it! Thanks for all the research..