Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Update on research.
Currently at 62+ leads and 2022 dates of supply , project starts and still going...
Hope to get it all down now by the weekend.
So much going on its easy to miss just how much business is being lined up and coming - covid may have a say - but there down in writing and contracts.
One example Wood Engineering H1 2021 30+ projects leads to NEL.
SFC - by the end of 2022 multiple new products for remote power by hydrogen replacing diesel back up generators and power supplies.
Oh the small one NIKOLA CORP 700 fuelling stations is counted as 1 project by my research.
This share price really is beyond belief and rediculously low now.
Incase anyone is interested , I am still collating data and its quite complicated to put in to a simple form due to the links via 2nd & 3rd party ownerships.
However, I am still going to try and post a decent summary so its all in one thread, ready for Q4 updates due any time. Last year it came in early Feb, but I was hoping for early Jan this year.
Looking to post before Friday.
Nikola Corp 4 contract of supply deals done in 4 weeks ! Commentary from the US.
Nel hydrogen also own shares in Nikola Corp once the supply momentum stokes the share prices that is more money in our pockets. Anywhere near Tesla in 2 years and it will be a good wedge of cash.
"Now what
The Covenant deal itself isn't a huge one. I think the way to view it is that a major trucking-fleet operator is kicking Nikola's tires, testing both the company and its products to see if there's a longer-term fit for Covenant's fleet.
What makes it interesting for Nikola investors is this: It's the fourth tire-kicking deal that Nikola has announced with major fleet operators since it made its first deliveries on Dec. 17."
NEL HYDROGEN partner NIKOLA CORP receive LOI to buy 40 Hydrogen TRE Trucks in 2022-23. Nel hydrogen is the main partner for supplying the hydrogen production fuelling stations.
"40 Nikola Tre fuel cell electric vehicles (FCEVs), following the satisfactory completion of a Nikola Tre BEV and Nikola Tre FCEV demonstration program. Delivery to Covenant of the first Tre BEV truck and mobile charging trailer for testing is anticipated to occur in Q2 2022, with the Tre FCEV testing expected to follow in 2023."
https://nikolamotor.com/press_releases/covenant-logistics-group-inc-signs-letter-of-intent-for-50-nikola-tre-bevs-and-fcevs-148?utm_source=twitter&utm_medium=social
Absolutely no idea. I will be extremely interested in the Q4 2021 results and any kind of guidance regarding the opening up of Heroya factory which seems to be passing investors / media by ?
It was my intention to list out just some of the contracts and supply rns for 2022 -23 as there are many.
I will start a new thread hopefully tonight or by Weds at the lastest.
Hi Majoroak, just wondering if you or any other interested shareholders could explain recent share price weakness. I note ITM also weak
Nel Hydrogen partners supplied hydrogen by Nel Hydrogen Electrolysers
"Toyota Motor: Toyota (TM) and Hino together are developing heavy-duty fuel cell trucks for the Japanese market. The company will launch a fuel cell module assembly line for hydrogen-powered commercial trucks at its Kentucky factory in 2023. Hino Trucks unveiled prototype hydrogen fuel cell Class 8 truck in August 2021, which it is developing with Toyota Motor."
Nel Hydrogen supply the hydrogen fuelling electrolysers.
Hyundai Motor: The company delivered its Xcient Fuel Cell trucks to Swiss customers in 2020. Hyundai (OTCPK:HYMTF) plans to supply around 1,600 hydrogen trucks by 2025 under a joint venture with hydrogen energy company, H2 Energy. Five XCIENT FCEV trucks will be operational in Auckland in 2022. Hyundai, along with its local partners in China, aims to deliver 4,000 fuel cell electric commercial vehicles in China by 2025.
NEL HYDROGEN & PARTNERS - a good read.
"They believe they have solved that problem and have 700 hydrogen stations planned in the U.S. and more plans to grow in the European market over the next decade in three phases.
Nikola has also joined a consortium to fuel heavy-duty FCETs that includes Hyundai, Toyota, Air Liquide, Nel and Shell. This will help standardize components such as hoses, nozzles and receptacles, Russell said. The fact that FCETs can fill up in the same time as a diesel truck, versus several hours for EVs, is another major selling point."
Nel Hydrogen nuclear inc hydrogen power supplied by Nel Hydrogen Electrolyser to start this year lets not forget. PR should be pretty good
"A Proton Exchange Membrane (PEM) electrolyzer will be installed and will use the station’s existing hydrogen storage system and supporting infrastructure. The electrolyzer will be installed and operations are expected to begin in 2022. "
Nel hydrogen electrolyser USA.
"The solar power generated is transferred to the hydrogen production plant and powers the electrolyzer. The electrolyzer uses water and electricity to make the hydrogen. The hydrogen is then moved to compressors, which takes the hydrogen from a low pressure, around 500, and gets it to a higher pressure, around 7,500 PSI, shares Kareem Afzal, CEO, PDC Machines."
Nel Hydrogen US electrolyser project gets going.
"Some of the companies that pooled their resources for the project include Trillium Transportation Fuels, which designed, built, and will operate and maintain the fueling station; Hembree Contracting completed much of the construction work of the station; PDC Machines and IVYS Energy Solutions supplied the compression and dispensing equipment as part of the station; Nel Hydrogen supplied the electrolyzer; and Ballard provided the fuel cell in the bus. "
https://youtu.be/O1reoR1mMig
Nikola Corp is coming and need fuelling stations already in place to feed the growing orders of hydrogen truck orders ready to come in.
Watch this space for news very very soon !!!
NEL HYDROGEN ELECTROLYSERS being supplied.
https://twitter.com/EverfuelEU/status/1479138396094279683?s=09
Everfuel win contract for Europes largest electrolyzer.
NEL HYDROGEN SUPPLY THE ELECTROLYZERS.
https://hydrogen-central.com/everfuel-construction-europe-largest-electrolyzer-hysynergy/
PS - the spread here is a whopping 5% so it makes it really difficult to judge.
Anyone any thoughts ? Echo echo echo...lol. I don't mind tbh.
L@@K at the size of trades going through AFTER close ! No idea which way these are playing, but for every seller is a buyer. As you will know I have been pointing out the build up of 1m and over trades since mid December. Someone is building, i'm almost sure of it. Todays trades are in chunks, in the same minute and one NK15 Million Korona trade. Check them out and look closely at the times. All of these are after Oslo closed. Q4 due next week ?
06-Jan-22 17:41:25 14.335 28,583 Unknown* 409.74k O
06-Jan-22 17:41:34 14.335 4,141 Unknown* 59.36k O
06-Jan-22 17:41:25 14.335 64 Unknown* 917.44 O
06-Jan-22 17:20:21 14.40925 200,000 Unknown* 3m O
06-Jan-22 17:37:40 14.56521 65,873 Unknown* 959.45k O
06-Jan-22 17:37:19 14.94307 65,161 Unknown* 973.71k O
06-Jan-22 17:35:00 14.81379 46,192 Unknown* 684.28k O
06-Jan-22 17:23:36 14.5177 115,642 Unknown* 2m O
06-Jan-22 17:15:37 14.335 403,321 Unknown* 6m O
06-Jan-22 15:15:37 14.46391 66,798 Unknown* 966.16k O
06-Jan-22 15:15:37 14.46391 66,798 Unknown* 966.16k O
06-Jan-22 17:04:01 14.45759 1,012,799 Unknown* 15m O
06-Jan-22 15:18:12 14.40646 37,680 Unknown* 542.84k O
06-Jan-22 15:18:12 14.40646 37,680 Unknown* 542.84k O
06-Jan-22 16:50:06 14.335 2,946 Unknown* 42.23k O
06-Jan-22 16:50:06 14.335 2,946 Unknown* 42.23k O
06-Jan-22 10:16:59 14.3641 14,526 Unknown* 208.65k O
06-Jan-22 10:16:59 0.00 -14,526 Unknown* 0.00 O
06-Jan-22 14:42:24 14.3818 14,526 Unknown* 208.91k O
06-Jan-22 14:42:24 0.00 -14,526 Unknown* 0.00 O
06-Jan-22 11:41:44 14.3758 14,526 Unknown* 208.82k O
06-Jan-22 11:41:44 0.00 -14,526 Unknown* 0.00 O
NEL HYDROGEN partner EVERFUEL links up with TOYOTA. Told ya all this share is SOOOO undervalued ! It will just keep coming
"The hydrogen industry members Everfuel and Toyota, as well as the taxi company DRIVR, have announced that they aim to have a total of 500 hydrogen taxis running on Copenhagen roads in 2025, and the first 200 of them should already be launched by the end of 2022. The three companies have in 2021 launched 100 hydrogen taxis in Copenhagen and the collaboration and experience has whetted the appetite for more. Read more: 500 hydrogen taxis on the way"
So this is the next step up to 100 taxis supplied by TOYOTA for EVERFUELS Hydrogen stations with NEL HYDROGEN SUPPLYING ALL WITH HYDROGEN ELECTROLYSERS.
Just you wait for the NIKOLA CORP PR machine to kick in when NEL supply their 700 fuelling stations across the US & CANADA.
The press will be amazing.
Nel Hydrogen and partners EVERFUEL & TOYOTA are working together on a Scandinavian Hydrogen Fuelling Network. NEL supply the electrolysers and TOYOTA supply the Mirai FCEV hydrogen cell cars.
This article was the first in October 2021.
"The first hydrogen taxi is now on the roads in Aarhus
The first hydrogen taxi is now driving around in the streets of Aarhus. This is a result of the partnership between Aarhus & Horsens Taxi and Aarhus Municipality in collaboration with Via Biler and the Hydrogen Denmark’s member Toyota Denmark, Everfuel, Nel Hydrogen, and not least financial support from H2ME 2.
Aarhus’ first hydrogen taxi is part of the H2ME 2 project, which has received support from the joint venture ‘Fuel Cells and Hydrogen 2’. This Joint Undertaking receives funding from the EU’s Horizon 2020 research and innovation program, ‘Hydrogen Europe and Hydrogen Europe Research’,
The goal for Aarhus & Horsens Taxi is even more hydrogen taxis, and we are working intensively with approaches that create an incentive for the group’s hauliers and members to take the lead in the process towards green conversion and zero emissions. However, there is no cheap or easy way to achieve this goal.
The challenge lies in the purchasing process, as there are still only two suppliers of hydrogen cars. In addition, there is only one hydrogen filling station in Aarhus so far, which means that taxi drivers must take their routes into account in relation to the infrastructure of filling stations. However, Everfuel will establish another hydrogen filling station in Aarhus shortly.
However, the benefits of hydrogen cars can outweigh the challenges: refueling of hydrogen cars typically takes only 3-5 minutes, and its range of up to 650 km is longer than that of an electric car."
https://brintbranchen.dk/en/the-first-hydrogen-taxi-is-now-on-the-roads-in-aarhus/
NEL HYDROGEN partner EVERFUEL links up with TOYOTA. Told ya all this share is SOOOO undervalued ! It will just keep coming
"The hydrogen industry members Everfuel and Toyota, as well as the taxi company DRIVR, have announced that they aim to have a total of 500 hydrogen taxis running on Copenhagen roads in 2025, and the first 200 of them should already be launched by the end of 2022. The three companies have in 2021 launched 100 hydrogen taxis in Copenhagen and the collaboration and experience has whetted the appetite for more. Read more: 500 hydrogen taxis on the way"
NEL HYDROGEN NIKOLA TRE HYDROGEN TRUCK
Yessssss, this really is worth listening to 3 times there is soooo much information to take in , if you have done your research ? Just saying ;-))))
One point that REALLY STOOD OUT - NEL / EVERFUEL RNS on getting "multi user hydrogen filling head".
It has been accepted as a multi user device from a safety and useable governing body. Now listen again to what the R&D guys say.... ;-)))
There is SO much more detail in there that is specific to Nikola BUT fully NEL related without NEL saying a word. Some of the detail I will keep to myself. Surfice to say I am putting a buy mark on NEL and as some on here will know my sp target is a bit above where this silly price is now.
Tip Q3 2021 - USD$ SIX BILLION - do the math !!!
https://youtu.be/XDF5G15-F2Y
Nel Hydrogen Nikola Corp TRE FCEV FIRST VIDEO
Its coming ...
https://youtu.be/O1reoR1mMig
Hi
I have added but mostly pre December so no more ££ for the $2 ish range;-(. I do NOW have a good chunk though and similar in SLI.
If only BTC had behaved I’d have had more :-)
If both can “bag a few times “ from here I’ll be v happy.
with NEL I’m just waiting.. finger crossed
TF
Nel Hydrogen Nikola Corp TRE FCEV FIRST VIDEO
Its coming ...
https://youtu.be/O1reoR1mMig