Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
I hope you are right :)
Nel is obviously a highly capital intensive business. Will take a bit of time to ramp up revenue to get into mildly neutral EBIT territory. How long is a piece of string?
April official opening of the factory at Heroya.
2 new wins in 5 days.
Its coming again, but this time with fresh eyes on just how the relience on oil & gas is a global constraint.
2 years for me being invested should do now - thumbs up.
An immense amount .. just need to for it all to filter through into sales , profit and the increase in the SP .. fingers crossed.. 2 years and counting…
A reminder of just how much possible hydrogen potential there is that Nel are working to introduce
ps markets much less flamboyant today across the board.
Yep. They are seeming to generate cash faster and are certainly as part of the Hexagon group are one of the more aggresive and are winning business virtually every week.
As a side issue I have currently gone 75% in US full supply chain companies. Europe could get very ugly very quickly. Its ok to say how fast many sp's as a play against fossil fuels are rising but 1 - these projects are in the main 1-3 years off and any new business certainly 12 months + before hitting the bottomline. 2 - Any further spread of conflict or even at worst nuclear accident could see Europe and supply chains hit hard. 3 - Wait to see market reaction to a full Q of high to v high inflation. We are just at the start of the Russia event.
Back in Jan/Feb I posted that I opuldnt understand the Nel / hydrogen 60-75% drop off on most companies. I looked at my top 10 fav eco holdings and clear as day from Oct/Nov all dropped in mirror immages pretty much.
At the time it was clear the market was factoring in increased inflation.
Now we have the huge issue of war on the EU border and much increased inflation. I as the trend had started prior to Russia invasion, I see no reason why the trend will not continue as metals, employment, tax costs increase.
This to me is a purple patch with investors who cashed out some in Oct, Nov , Dec, Jan & Feb jumping in on what looked like cheap prices.
A lot of FOMO around at the moment. It will take only a little wobble and those quick profits will be whipped off the table and the market factors in true risk again as back in Oct/Nov.
As for covid. Well Omi didnt really get going until last week of Nov so no reason for the the 40-75% correction started in Oct.
Just some thoughts. Stay safe. Enjoy the rise and most of all do not fall in love with a share. Money is money AND NEVER LOOK BACK IN ANGER FOMO.
Cash could be KING by end of year. Sell in May , may well be interesting as the first full 3 months of ramped up inflation figures are out....
Merci
Hargreaves lansdowne.
HPUR
Citi group upgrade ITM, Nel and Ceres power on EU moves to reduce energy dependence.
Tyson always buy low like it sounds you have a take a target. NEVER hold past it as its what you want. Dont have FOMO. These markets will be killers for the greedy
I’d already topped up at a few prices lower than 20.. and todays rise has just about got my head above water.. considering the devastation with my PF over the last 3 months that is some comfort.
The only other thing that’s doing well ( some of which is bc of the tragedy in Ukraine- and I wish it wasn’t ) is THS.
A lot of ppl talk of LTHs.. I’ve done that on too many shares that have gone up a a lot.. I just wish I knew when to cash out. Nowt to do with inflation, wars …just when they are “over valued”!
Good luck all
Hi Major , how would one go about buying shares in Purus , please.
https://www.bbc.co.uk/news/science-environment-60664799
Very interesting article.
Hows it going everyone ? Anyone top up at Nok 11 , not too shonky now. Just be careful but finally on the up.
Mickey I think you wanted to buy Purus when it was still off market? I bought today. Not many share and not well known. That should supercharge any rise but again have a target and cash in.
Looks like monday could be very interesting :-(((
Whoops a correction. Sweden are asking about NATO but it is Finland and Georgia who want NATO asap.
PS - my porfolio is in tatters BUT other than bombing the factories , mainly in the US , then my investments should provide a quick bounce back...I hope.
Still want to retire in 2 1/2 years.
£500,000 profit is needed.
I STILL BELIEVE and have cash ready to buy low.
Hydrogen markets flying in thin air as the rush to tech continues. Bull rush but wait for the dump like 2020 late summer .... Crazy rush to hydrogen not making sense imho. Seen it and then people realise the pipeline of contracted work still needs 2-3 years to bring to each client in many cases. That penny hasnt dropped and the media is awash with pro H2. Here from ITM forum... Linde take out ITM ? I think JP Morgan gave ITM long term £3.00 only 2-3 weeks ago along with a scathing review from Seeking Alpha. Still the herd rush in ?
Be careful !
"For our newer readers. Linde have sole rights to sell large electrolysers from ITM world wide.
Linde sold roughly $2 billion of H2 last year and have announced a few large installations recently of which the BASF one in France is by far the largest and is grey hydrogen. They also are installing a ITM unit in Austria to go live this year.
The Austrian unit is coupled into the mains not any green energy source.
Linde by negotiating this JV has taken ITM out as a potential competitor and is ensuring that ITM does not grow and cannot help with climate change.
We seriously need to pressurise ITM board to shake this business up.
I've been with ITM for 12 years now and I am genuinely frustrated by ITM's and Linde's cynical lack of action."
Now its Saturday , and we are locked out until Monday.
Strap in for next week. Putin needs a good week after a slow and bad one.
Sweden and Georgia now rushing towards gaining NATO cover. Putin WILL HATE this. Expect actions on this in the next week to 6 months.
Putin is not rushing , not using maximim troops nor the multitued of weapons he could and will use.
This week will be a clearer week I think as to his tac tic's and aim. The past weeks bombing of civilian mass housing IS a big step up in intent towards total mass carnage. They have advanced tactically in the past 2 weeks. Yes, the Ukraines are fighting SO hard, but its a bit like 2 boxers. Often one will let the other fight so hard they burn themselves out and in rounds 8-10 they then pick off the opposition.
Thats my gut feeling. All the media focus on migration really is to be expected , but we have seen nothing yet. People leaving v total distruction over weeks/months will be huge and nothing we have seen....yet.
So inflation will keep on rising, supplies to our uk shops and prices will rise quickly, we will feel the pain.
Doesn't sound like its going to be a good time to be investing.
You only lose money if you sell.
Be careful jumping in on what looks like a bargin.
We may be surprised at the depths Putin will go to.
Cheers Toneman.
Seems a few are selling generally in the market and reducing some risks now, not Nel I add.
Read US coverage and they are seeing investors buying year lows , bouncing up but the true market may look much deeper once inflation kicks in which it most certainly will and any weird stuff Putin does which most is on the table.
Just saying be careful. What do they say ? Dead cat bounce ?
"(Oslo, 3 March 2022) A related party of Finn Jebsen, Board member of Nel ASA ("Nel"), has today sold 260,000 shares in Nel at an average price of NOK 15.052300 per share. After the transaction, Mr. Jebsen and related parties holds 50,620 shares in Nel."
Hydrogen markets flying in thin air as the rush to tech continues. Bull rush but wait for the dump like 2020 late summer .... Crazy rush to hydrogen not making sense imho. Seen it and then people realise the pipeline of contracted work still needs 2-3 years to bring to each client in many cases. That penny hasnt dropped and the media is awash with pro H2. Here from ITM forum... Linde take out ITM ? I think JP Morgan gave ITM long term £3.00 only 2-3 weeks ago along with a scathing review from Seeking Alpha. Still the herd rush in ?
Be careful !
"For our newer readers. Linde have sole rights to sell large electrolysers from ITM world wide.
Linde sold roughly $2 billion of H2 last year and have announced a few large installations recently of which the BASF one in France is by far the largest and is grey hydrogen. They also are installing a ITM unit in Austria to go live this year.
The Austrian unit is coupled into the mains not any green energy source.
Linde by negotiating this JV has taken ITM out as a potential competitor and is ensuring that ITM does not grow and cannot help with climate change.
We seriously need to pressurise ITM board to shake this business up.
I've been with ITM for 12 years now and I am genuinely frustrated by ITM's and Linde's cynical lack of action."
$NEL PT raised to NOK 11.40 (€1.16) from NOK 10 (€1.02) at JPMorgan - Underweight (uc) https://t.co/ylS2WQvdjt
Just be careful guys. Fast move back to NOK15.00
Great but thats near 50% in just over a week.
Just be careful.
Nice strong day after a 19% rise yesterday....great to see.
Not so weak now……….
Hi, still all hydrogen investments and only part in unquoted companies, it may move within a couple of days.