Member Info for MajorOak

NEL HYDROGEN WOOD MACKENZIE , just a quiet reminder of just who we are partnering with...

https://nelhydrogen.com/press-release/nel-asa-enters-into-framework-agreement-with-wood/

https://www.greentechmedia.com/articles/read/woodmac-on-green-hydrogen-its-going-to-happen-faster-than-anyone-expects

NEL HYDROGEN - a report out in the last 24 hours shows , just like lithium, there will be a surplus of demand above supply until atleast 2030.

I expect NEL to expand and increase capacity in Wallingford ( Proton Onsite site now Nel Hydrogen USA ) to add supply of PEM electrolysers in the US.

Jon Andre Lokke also stated a location for a new PEM EUROPEAN Factory is being looked at. All big news for the NEL share price.
https://www.rechargenews.com/energy-transition/there-wont-be-enough-electrolysers-to-meet-green-hydrogen-demand-in-2030-us-investment-bank/2-1-1096617

#GodolphinX #tin #copper
Feel the scale of 4,000 years of underground mining in Cornwall.
Some of these workings end at geologic boundaries or faults - some end because of different land owners hating each other and not co-operating. Join-the-dots opportunities everywhere! https://t.co/

Mark Thompson tweeting about the great potential for Cornish mining in general.

EVERFUEL HYDROGEN & NEL HYDROGEN
https://www.petrolplaza.com/news/26073

Everfuels Q3 results and forward intentions today.
Should be very interesting for NEL.

Nel hydrogen refuelling station (H2station™) opened in the Netherlands, at the Shell station in Amsterdam-Westpoort.

I reposted this as todays Everfuel hydrogen fuelling station specialist will release its Q3 results and forward intentions.

NEL HYDROGEN - EVERFUEL release Q3 results but more interestingly will be the forward looking statement as with NELN2 weeks ago a lot of future action was put forward.

NEL SUPPLY EVERFUEL with electrolysers - from memory US$100m supply deal - but double check the spin off agreement its from my memory.

"Today we published our third quarter 2021 earnings report. There you can read about our progress in making green hydrogen for zero-emission mobility commercially available across Europe, offering competitive all-inclusive hydrogen supply and fueling solutions. https://t.co/0ImYf8SUJO

NEL HYDROGEN involved ?

"The collaboration with Hyzon marks yet another hydrogen FCEV partnership for TC, which last month signed a deal to supply hydrogen to Nikola Corp.

Tudor, Pickering, Holt & Co. analyst Matt Taylor said Hyzon and Nikoa are both FCEV manufacturers but follow different business models. “Nikola’s goal is to commercialize heavy-duty FCEV trucks for long-haul transport, whereas Hyzon is aiming to commercialize FCEV’s through a back-to-base vehicle deployment model,” said Taylor in a recent note to clients.

Taylor also pointed out Nikola aims to develop hubs with about 150 mt/d of capacity apiece — considerably larger than Hyzon’s 20 mt/d target. "

LO'O'K at the scale that NEL & NIKOLA have to Hyzons 150 mt/day v 20mt/day. Even if Hyzon do not use NEL electrolysers having the deal with NIKOLA CORP is pure class. Some big money to be made in providing hydrogen for Nikolas hubs across the USA & CANADA.

Jon Andre Lokke, CEO of Nel ASA, said, “We see a significant potential in developing solutions together to serve the distributed power generation market, where we see good growth prospects.”

Dr Peter Podesser, CEO of SFC Energy, commented, “With the world’s first integrated electrolyser and hydrogen fuel cell system, we are addressing a wide range of applications such as critical and communication infrastructure as well as smart grid applications.”

https://www.h2bulletin.com/nel-sfc-energy-partner-for-hydrogen-based-power-generator/amp/

Note E3 have already declared estimates of 7m tons of lithium carbonate v Standard Lithium just over 1m tons lithium carbonate. HOWEVER, Standard Lithium is modular and the CEO has clearly stated expansion across the Arkansas basin. Even mentioning selling on the tech for royalties.

Test it, prove it, scale it up to demand and you have a solid business. Throw speed at it and rush deals leads to a fall. That is not going to happen here.

https://www.streetwisereports.com/article/2021/11/05/standard-lithium-announces-positive-pea-at-southwest-arkansas-lithium-project.html

Another view of the moving parts of a start up growing towards production. E3 are not far behind and with a very similar modular path with very few issues over permits due to oil and gas from tar sands previously.

Both will do well.

NIKOLA CORP v TESLA v RIVIAN the game is going to get very hot. The race has started.

NIKOLA CORP are to have 700 refuelling stations being used 24/7 in across the US, CANADA & EUROPE.
Great business and the perfect time for Heroya 24/7 fully automated electrolyser factory to have opened.
It gives NEL a great head start.

As the tipping point between cost per mile of travel using hydrogen / electric v fossil fuels drops , hydrogen will provide those extra miles at what Jon Andre Lokke CEO of NEL says electrolysers equalling the cost of fossil fuel.

Here we come NEL HYDROGEN.

NEL HYDROGEN supplying RIVIAN huge rival NIKOLA CORP & IVECO for the fuelling infrastructure for the USA & CANADIAN hydrogen network.

What price as THE main supplier of NIKOLA do we now put on NEL HYDROGEN ?

Rivian truck maker quickly hit market capital of US$1B Dollars. They are to make ONLY 1200 trucks initially. This year lost US$1 Billion , CAPEX of US$8 BILLION. NEL Hydrogen are working with HGV makers NIKOLA CORP & IVECO already creating HGV's and NEL have opened the 24/7 electrolyser factlity to supply the NIKOLA TRE Truck infrastructure. Boom.
https://www.reuters.com/business/ev-truck-maker-rivian-plans-in-house-battery-cell-manufacturing-2021-10-02/

U.S. has approved the $9.5 billion hydrogen program, signing ceremony will take place Monday. This should help to boost the U.S. hydrogen market and create significant opportunities for @nelhydrogen

https://t.co/FcHVgYjhEX

Twitter question to this post from the US, can the factory in wallingford be extended - YES ;-)))

Too many electrolysers to currently supply as we are with PEM and Heroya Alkaline in Denmark 24/7

Jon Andre Lokke
"U.S. has approved the $9.5 billion hydrogen program, signing ceremony will take place Monday. This should help to boost the U.S. hydrogen market and create significant opportunities for @nelhydrogen"

Ya not wrong there Mr Lokke. Just watch where Nel Hydrogen and Hexagon Agility go with a bit of help from an EXPANDED Wallingford plant - already produced 3700 PEM electrolysers - was Proton Onsite

Jon Andre Lokke "U.S. has approved the $9.5 billion hydrogen program, signing ceremony will take place Monday. This should help to boost the U.S. hydrogen market and create significant opportunities for @nelhydrogen "

https://t.co/FcHVgYjhEX

https://www.businesswire.com/news/home/20211109005948/en/Prairie-Lithium-Makes-Big-Discovery-on-the-First-Lithium-Brine-Well-Ever-Drilled-in-Canada

Put these guys down to watch. They too are brine from scratch. DLE tech same as E3 & SLI. Gives us an idea.

3M late after hours trade filled. People still happy to buy at NK20.00. A good sign.

Fira, its my money, profit from another brine operation that is happening. If I lose it , its my iwn fault but its profit so a happy punt based on mica research. CUSN is the one at the back of the 4 in where CL are at, but the other have made me good money. You may say they have their own merits and are higher on quality, better infrastructures etc etc BUT I know a lot about Cinovec lithium mica and there is absolutely no reason why CUSN / CL should be holding at 14-15p and not ready to move to the next level of plus 24-25p in days. No reason at all. 50% on my buy alone today should be no problem.
Yes there is a raise to come and I fully understand that. However, the money for the raise is the question I would put to you. Why would they not raise to increase testing or buy more land ... ???
Hmmm. CL listing next year so holding here also provides early access. VIS - I remember what you said. Cash ready.

Not financial advice but I have 4 brine operations 3 have really shifted up from my initial investment and I am ok with my profit already here, but here the potential still has to come and will.

Just to be clear I couldn't buy at 14.15 , not even £2.5k, but I dont mind paying 17.5 if that is what my order went through at....that was a thought as I wrote and a quick check shows 17p so very happy with that.
I recon we will see buying late calls and TSX late buys too. 2.15 GMT is just prior to markets on TSX ? Still there were not 58,000 to buy in one.
Lots of piddly little clearing up end of week single digit buys/sells to tidy up for next week.

Right, that is it , I am ready for next week.