Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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"With 3,500 hydrogen systems deployed worldwide, Nel manufactured electrolyzers boast the largest capacity in the world totaling more than 80MW (over 2,600 have been delivered by Proton OnSite which Nel acquired in 2017). This means that the company is presently responsible for >32% of the global capacity. In the fueling segment, its existing mega-facility in Denmark produces more than 300 hydrogen stations per year."
https://seekingalpha.com/article/4378875-multiple-tailwinds-underpin-positive-outlook-for-hydrogen-specialist-nel
NEL HYDROGEN contrast ITM Power’s (OTCPK:ITMPF) new facility in Bessemer Park, touted to be the largest of its kind when introduced just last year, will have a production capacity of up to 1GW. NEL to have 2GW , so DOUBLE the capacity !
"With 3,500 hydrogen systems deployed worldwide, Nel manufactured electrolyzers boast the largest capacity in the world totaling more than 80MW (over 2,600 have been delivered by Proton OnSite which Nel acquired in 2017). This means that the company is presently responsible for >32% of the global capacity. In the fueling segment, its existing mega-facility in Denmark produces more than 300 hydrogen stations per year."
https://seekingalpha.com/article/4378875-multiple-tailwinds-underpin-positive-outlook-for-hydrogen-specialist-nel
"Nel’s strategic investments will also allow Nel to deliver larger projects and earn substantially higher contract revenues. For instance, Nel holds a framework arrangement with Lhyfe Labs SAS to manage recurrent orders: in March for EUR1 million and another in April for 20 additional electrolyzers. NKLA is another key client/partner: since 2017, Nel has received three separate orders from NKLA, including a multibillion PO for 448 electrolyzers. As a result, Nel’s order backlog which stood at NOK512 million at end-2019 expanded to NOK1 billion by Q2 this year."
NOK from 512m to NOK 1 BILLION @@. Just in 1 year !
NEL HYDROGEN have the plant that 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.
Once open next year the Heroya plant will be best in class and a true world leader.
"With 3,500 hydrogen systems deployed worldwide, Nel manufactured electrolyzers boast the largest capacity in the world totaling more than 80MW (over 2,600 have been delivered by Proton OnSite which Nel acquired in 2017). This means that the company is presently responsible for >32% of the global capacity. In the fueling segment, its existing mega-facility in Denmark produces more than 300 hydrogen stations per year."
https://seekingalpha.com/article/4378875-multiple-tailwinds-underpin-positive-outlook-for-hydrogen-specialist-nel
Thank you SatPro. Will do.
Apologies this is my final off-topic post on this. RH I strongly recommend you research HSCT - it has been around as a treatment for a very long time but only in recent years used successfully for MS. Far better then current drugs imho.
A lot depends on the US election result. Fingers crossed it goes the right way.
Sorry for off topic everyone.
Chemo for 6 months really help when she had cancer. MS symptoms virtually went, but are sadly back stronger.
Thanks for info. Personal research in this field which is way out my zone puts seratonin or dopamine in there but I agree stem cells is in there included with progressive treatment.
If you know of anything I should have a look at can you give me a nudge please.
RH.
Off topic RH we came to conclusion that it may be the haematologists who have a better treatment with stem cells although MS has traditionally been the province of neurologists. Complete reboot of immune system vs drugs for life.
Good times are very much predicted as my target NK 24-28 is definately a solid point of achievement.
I do expect this to now be delayed.
As I wake today CVD across the world is exploding wildly.
US , France, UK even the good old Germans are taking big hits now. I would write the markets off until at least March April, hopefully a news spike and back down and vaccine spike and probably down BUT "if" we hit my suggested likely NK14-16 ( not financial advice !!! ) But "if" we fo then I see this as a fantastic opportunity.
I know no post can effect the market so me being honest is me looking square on at the truth of what is infront of us all.
I have been buying here already in the last 2 weeks on anything sub NK17.00. It is not possible to time any market but NK17 or less represents value. I am waiting for a bigger chance around NK 15 but time will tell if I get the chance.
If not my smaller top ups will be of value in 12-18 months for sure.
PLEASE DYOR and do not listen to me, just go look at the background.
All the best everyone. STAY SAFE
SatPro - yes we have. Neuro meeting in Feb to explore 2 new treatments rec by N.I.C.E.
Thanks.
Off topic RH69 have you looked at stem cell treatment for MS. My daughter had it in Moscow - also now available here.
Plenty of long term upside here. Good times ahead.
NEL HYDROGEN have the plant that 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.
Once open next year the Heroya plant will be best in class and a true world leader.
"Setting the right valuation for a company like Nel is a bit of a black box as truly comparable data is not available. As a function of the considerable market potential as well as Nel’s product experience and reputation, we think the company is valued with plenty of room for growth."
As I say NOK24-28 by year end ? Other than cvd , I think it is a good bet. Cashed up too.
"Nel’s strategic investments will also allow Nel to deliver larger projects and earn substantially higher contract revenues. For instance, Nel holds a framework arrangement with Lhyfe Labs SAS to manage recurrent orders: in March for EUR1 million and another in April for 20 additional electrolyzers. NKLA is another key client/partner: since 2017, Nel has received three separate orders from NKLA, including a multibillion PO for 448 electrolyzers. As a result, Nel’s order backlog which stood at NOK512 million at end-2019 expanded to NOK1 billion by Q2 this year."
NOK from 512m to NOK 1 BILLION @@. Just in 1 year !
In contrast, ITM Power’s (OTCPK:ITMPF) new facility in Bessemer Park, touted to be the largest of its kind when introduced just last year, will have a production capacity of up to 1GW. NEL to have 2GW , so DOUBLE the capacity !
HYDROGEN 2GW incoming.
"In the latest Q2 results, the management mentioned an upgrade in the facility’s expected capacity owing to design improvements, from 360MW to 500MW given the same investment outlay. Potentially, with a couple more assembly lines, the plant could reach the maximum capacity of more than 2GW. "
"With 3,500 hydrogen systems deployed worldwide, Nel manufactured electrolyzers boast the largest capacity in the world totaling more than 80MW (over 2,600 have been delivered by Proton OnSite which Nel acquired in 2017). This means that the company is presently responsible for >32% of the global capacity. In the fueling segment, its existing mega-facility in Denmark produces more than 300 hydrogen stations per year."
https://seekingalpha.com/article/4378875-multiple-tailwinds-underpin-positive-outlook-for-hydrogen-specialist-nel