PHE.... LINDE !!!!!20 Nov 2021 16:42
HW: 1 week COP26, we are tired but it was great.
A: We have 9 years, 3 months and 12 hours to save the world ??
HW: Linde is the largest H2 & Gas company in the world, worth 172 $ billion. Seals: It took me about 10 years to convince Harald of the deal, then he referred to the ITM story. Linde very, very rarely announces such a partnership. This deal is based on a very long collaboration.
The revenue flow from HUI is unique: see license model. Just like with PHE, sales are generated every year for over 20 years.
A: Linde only signed the contract on the condition of the exclusive rights. For each plant, Linde first decides whether it will be built in order to secure the right for itself.
This is at the same time a high level of trust and the unconditional will to stay in control.
HW: the "Chemical Conversation Chamber" the heart of the DMG system is currently going from design status to mechanical status for production. We hope it won't take long and we don't expect any more delays ... it took a little longer.
Linde will support Electron (The Manufacturer) and ensure that the first system is ready for use as quickly as possible.
Linde wants to make sure it remains number one. You have taken DMG apart and turned it upside down, found it to be good and you become the “mass producer”.
(Then came a little hint about the upcoming possibilities in APAC ... etc ...)
A: But it is not just about possible EU funds. HUI is not in the EU. It's also about private investors - the possibilities are endless.
HW: If I look at PlugPower, Ballard etc. then it is based on a one-time revenue. In contrast to us: Regardless of whether PHE or HUI: the sales via the license model, gate fees etc. are generated every year and we will grow and grow ... license model etc.
Regarding the HUI IPO: I got it: Listing at the end of November and December 17th
HW: What is interesting: the Linde announcement alone “washed in” 60 million PHE on Friday - who knows what could happen in the next few weeks….
The news won't stop and if you look at the last few months: all the progress and all the news about PHE came from HUI.
And then he quoted Churchill: “Linde is not the end now. It's not even the beginning of the end. But maybe it's the end of the beginning. "
https://audioboom.com/posts/7979711-the-sunday-roast-with-aleksandra-binkowska-ceo-of-hydrogen-utopia-international