Ryan Mee, CEO of Fulcrum Metals, reviews FY23 and progress on the Gold Tailings Hub in Canada. Watch the video here.
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Interesting 1 minute of trading and the price went up during the minute so indicates buys.
Stakebuilding going on since mid Dec.
E3 creeping up as we get to the double trial results due early Jan ;-)))
Hope you bought those lows.
NEL HYDROGEN US several MAJOR clients with NIKOLA CORP wanting to open 700 ....700 fuelling stations across the WHOLE US & CANADA.
Looks like TOYOTA & SHELL are band in the mix.
How many fuelling stations would IWATANI, TOYOTA/SHELL want so they too can cover the WHOLE US & CANADA ????
MIND BLOWN sp extremely under rated imho.
NEL HYDROGEN PORT LOS ANGELES SHELL HYDROGEN FUELLING STATIONS.
Not just TOYOTA but also SHELL USA.
"Fiedler Group is proud to have been a part of the Shell New Energies Team, providing Front End Engineering and Design (FEED) Services and Engineering, Procurement and Construction (EPC) services for both the Wilmington and Ontario facilities. Equipment and critical technology was provided by NEL Hydrogen® and construction of both facilities was provided by Fastech, Inc. headquartered in Buena Park, California. "
https://www.fiedlergroup.com/architecture-engineering-project-recaps/from-brownfields-site-to-green-technology-port-of-los-angeles-set-to-advance-a-zero-emissions-future-through-its-fuel-cell-electric-technology-demonstration/
Nel Hydrogen Iwatani further orders in 2021 extra to the initial deal.
"Oslo, 24 March 2021) On 24 March 2021 Nel Hydrogen Fueling, a division of Nel ASA (Nel, OSE:NEL), received a purchase order for an additional four H2Station™ units for fueling of light-duty vehicles in California from Iwatani Corporation of America, a wholly owned subsidiary of Iwatani Corporation (8088: Tokyo Stock Exchange).
"We are very honored that Iwatani have selected our H2Station™ for their first hydrogen fueling station supported by the Grand Funding Opportunity under the Californian Energy Commissioning. The stations will serve existing as well as new fuel cell electric vehicles with zero-emission fuel, at the same convenience as conventional fuels. With our new Nel Inc. entity currently based in the Los Angeles area we now look forward to expanding our business in South California and supporting Iwatani," says Ulrik Torp Svendsen, Global Key Account Manager, Nel Hydrogen Fueling.
The value of the purchase order is in excess of NOK 40 million for the four H2Station™ modules which will be delivered in addition to the 14 H2Station™ modules ordered from Iwatani in 2020. Reference is made to the press release 12 November 2020 regarding the purchase order: Nel ASA: Reference is made to stock exchange announcement regarding contract for multiple hydrogen fueling stations | Nel Hydrogen"
NEL HYDROGEN PORT LOS ANGELES HYDRIGEN HUB & ONTARIO HUB. BULK BULK BULK US & CANADA.
They just don't brag about it.
Look at my links for TENARIS - Follow the threads.
We're honoured to be part of a #hydrogen expansion initiative with #Iwatani & @Toyota
, which will see an additional 14 H2Station™ units at 7 locations in California, with fast refuelling for #fuelcell vehicles like the 2nd generation #Mirai! Learn more: https://toyota.us/3lpv22L
Nel hydrogen , Toyota and Iwatani hydrogen deal.
"The value of the purchase order was in excess of NOK 150 million, and included 14 H2Station™ modules which will be installed in 2021 on 7 sites in California, US for fueling of passenger vehicles. "
"Oslo, 12 November 2020) On 30 June 2020 Nel Hydrogen Fueling, a division of Nel ASA (Nel, OSE:NEL), received a purchase order for multiple H2Station™ units for fueling of light-duty vehicles in California from Iwatani Corporation of America, a wholly owned subsidiary of Iwatani Corporation (8088: Tokyo Stock Exchange).
"We are very honored that Iwatani and Toyota have selected our H2Station™ hydrogen fueling station solutions for strengthening the hydrogen infrastructure in Southern California. The stations will serve existing as well as new fuel cell electric vehicles, such as the next generation Toyota Mirai, with zero-emission fuel, at the same convenience as conventional fuels. With our Nel Inc. entity currently based in the San Francisco area we now look forward to expanding our business in California and supporting Iwatani," says Ulrik Torp Svendsen, Key Account Manager, Nel Hydrogen Fueling.
The value of the purchase order was in excess of NOK 150 million, and included 14 H2Station™ modules which will be installed in 2021 on 7 sites in California, US for fueling of passenger vehicles. "
https://www.sciencedirect.com/science/article/abs/pii/S1464285917301190
Hope this helps. Nel do not publically push themselves by name.
In Cali US it is Shell Iwatani & Toyota fuelling stations.
The hydrogen creation at each station is by Nel.
Sssssh don't tell anyone.
Same will go for EVERFUEL & NIKOLA & TravelAmerica fuelling service stations.
All the best.
Hakon Volldal on a recent December tweet from his current role with Q-Free.
"Had the privilege of giving a presentation on the topic of «moving beyond pilots» at ITS Norway’s annual conference today"
Moving beyong pilot testing is his thing.
My guess is even more solid in that after 6 crucial years Jon Andre Lokke current CEO will get to official open Heroya Electrolyser factory at a ceremony, announce the NIKOLA CORP delivery , announce the Everfuel delivery and delivery the Ibedrola mega plant news before he leaves. He damn well deserved it and I am sad to see him go.
https://t.co/5kWV6lbwHc
Hi Majoroak, I’m a long term holder of Nel and follow your comments with interest. However I can’t find any link for Nel and Toyota?Regards
NEL HYDROGEN partner Toyota Mira in the US for hydrogen fuel cells along with SHELL !!!
BBC News - General Motors 90-year reign as top US car seller ends
https://www.bbc.co.uk/news/business-59874070
Ceres is more long term with i think , may be wrong a date of 2025-27 to get the tech right ?
Not one I follow due to my initial research.
Seimens Energy win huge amounts of global business but I see they are back where I initially bought, but I think its sub consciously linked to the Seimens brand, so news failures in other branches may just hold it back a tad ? Solid company though.
A lot of Middle East contracts so political risk to include!
I am looking at duristruction plays which involve safer and less political risk at the moment due to Russia and China.
Musk does not invest directly in Africa. A good example to follow as he is not daft. Lost a lot getting in to Africa. Gamblers paradise.
MrBlobby , morning.
My mate bought his first shares last year.
He is v high up in a construction company but wanted my advice ? Daft fool hahaha.
Nel was and is always my first point - global with multiple spin offs doing very well in the "hexagon" brand.
There are several I could suggest, but ITM as a UK asset looks good with £250m raised in LESS than 24 hours. A new factory is planned for 2024 so the potential for that 2025 crunch point should offer great upside in 2-5 year.
Others to consider McPhy, Cummins, Plug Power would be my own choices. There are others and I do not hold these. Not for any other reason than I like to build a big stake and hold from a low sp. I make more that way.
If you are looking at lithium then my main holdings are Standard Lithium - see Standard Lithium on here.
If you can buy on ASX Pilbara Resources are already producing rock lithium. Sayona Resources linked with Piedmont Lithium in the US and talk of Ford buying in along with Tesla already holding 33% of Piedmont looks solid. I wouldn't necessarily want PLL as they also bought an African asset. That asset looks great BUT it is in Africa well known for political issues and delays. So Sayona for me. ASX again to buy.
Tin - Cornish Metals and Stellar Resources I own good chunks of. Stellar I buy using IG on ASX.
THIS IS NOT FINANCIAL ADVICE PLEASE DO YOUR OWN RESEARCH.
Ceres CWR
Any ideas what to pair with nel?
At the min, im too lobsided on nel, have additional stock in speculative areas such as graphene, not exactly robust. I dont feel comfortable with my current one pronged nel or nothing strategy. Any ideas? Cheers!
Nice.
Acker
8.6% up Nel Hydrogen
1 million BUY gone through yesterday late.
NEL HYDROGEN NIKOLA CORP supply is happening but when will the let the news flow ;-))))
Q4 Results due in the next 10-12 trading days.
https://youtube.com/playlist?list=PLkiDlGyJnprfzkh2uB10TtXMzOg1-p0lz
Hope this is the review of the NIKOLA TRE HYDROGEN TRUCK.
NEL HYDROGEN & AIBEL team up for Ibedrola contract if supply.
https://www.rechargenews.com/energy-transition/nel-and-aibel-team-for-iberdrola-plant-to-kick-off-green-hydrogen-pact/2-1-1001100
Nel Hydrogen & Ibedrola Spanish Ammonia operations.
https://www.worldfinance.com/markets/a-renewable-energy-transition-is-on-the-horizon-but-how-do-we-get-there
Nel Hydrogen Electrolysers & Ibedrola Contract to supply should have kicked in back in Q4. Lets see...
"Iberdrola, a longtime pioneer in renewables, is a leading force in the development of green hydrogen today. Having already fronted projects to transform sectors like the ammonia industry with green hydrogen, the group has announced plans to launch a large-scale green hydrogen project based on photovoltaic energy starting its initial phase in Puertollano, Spain. By 2030, Iberdrola is set to produce 85,000 tonnes of green hydrogen.
Now is the time to act on the vast opportunities presented by green hydrogen. Iberdrola’s investments in green hydrogen technology are driving down costs and committing resources to a greener, cleaner future. For example, the business has spearheaded new developments as part of a broader €150bn investment plan that will fuel the growth of green hydrogen, as well as launching a new business unit solely focused on green hydrogen. By investing in the revolutionary technology of green hydrogen, Iberdrola is making a promise to the future that a cleaner energy industry is indeed on the horizon."
Nel Hydrogen & SFC Energy the potential for BIG industry. New products coming in 2022 !
https://www.efoy-pro.com/en/
NEL HYDROGEN spin off WINS yet more business. Hydrogen needed to supply the fleet , teehee.
"Hexagon Agility, a subsidiary of Hexagon Composites, has been awarded an order for SMARTSTORE™ Mobile Pipeline® units from major heavy-duty fleet in North America. The SMARTSTORE™ units will be used to refuel the growing fleet of clean and renewable natural gas (CNG/RNG) vehicles. SMARTSTORE™ units are designed as lightweight and space efficient gas transport modules approved by the US Department of Transportation (DOT) and the American Bureau of Shipping (ABS).
The contract represents an estimated value of USD 7.2 million (approx. NOK 64 million).
Hexagon Agility has also received orders for RNG/CNG fuel systems from the same heavy-duty fleet customer for delivery in 2022.
Total orders received to date for delivery in 2022 represent an estimated value of USD 32.1 million (approx. NOK 285 million).".