Member Info for MajorOak

Tyson as always with nel buying after 9.30-10.30 is 75% best. Usually a drop pretty much everyday.
If there isnt then its a good sign of future news.
Please note a lot off selling early in the afternoon on Friday with most being to fill several late buys of NK100,000+.
As I said NK45-50 is and has been since my tip for 2021. Got clobbered in the drop but as you know I'm ok with my low ave so always up. Just have to believe in my research and NIKOLA, EVERFUEL & IBEDROLA will take some filling near US$2 BILLION there from now Q1 to 2025 and 2027 depending on project expansions. I could see tech developing stateside to increase power creation therefore hitting modular target at a faster rate. Either way that bottom line is going to look pretty fruity by this time next year.

NEL HYDROGEN UK 5MW Home Heating Network deal. Once installed just watch how quickly this gets rolled out.
https://renewablesnow.com/news/nel-to-install-5-mw-electrolyser-for-uk-home-heating-network-755134/

NEL HYDROGEN with YARA at Porsgrunn Heroya plant. So one of THE largest green hydrogen sources ammonia plant is located virtually next to the NEL ELECTROLYSER PLANT in HEROYA ???

https://www.tu.no/deltav/industri/annonse-norges-hydrogensatsing-skyter-fart-fra-heroya-i-porsgrunn/512472

"Herøya Industripark AS plans to invest in a new large building, and is now drawing the Seidr building together with the companies that want to enter. Asgeir Knutsen, business developer for Herøya Industripark AS, believes that Herøya's major commitment to establishing norway's foremost innovation and technology environment, Seidr Herøya, will accelerate the development of Norway's hydrogen initiative as the renewable energy carrier of the future. Competitors gather "It is gratifying that Norway's major hydrogen initiatives are taking place here. We are actively facilitating the success of technology and research communities. Together with several companies that want to enter the growing innovation and technology environment, we are now drawing up a large new building, Seidr Herøya. Both HydrogenPro and NEL are established on Herøya, and although these are competitors, there is a strong professional hydrogen network, a real winning team in the region, which I think everyone benefits from," says Knutsen."

"Jacob Krogsgaard, CEO of Everfuel, said, “We are excited to work with Wrightbus to deliver the H2Bus Consortium’s ambition of the lowest cost truly zero emission fuel cell electric buses in Europe. Through our bus supplier Wrightbus; hydrogen cylinder and distribution module supplier Hexagon; hydrogen fuel cell supplier Ballard; and electrolyser and refuelling station supplier Nel, the consortium brings European engineering expertise to our streets. This will create and secure highly skilled jobs for the next generation of transport technology and fuelling solutions in Europe.”

The first phase of the project, totalling 600 buses, is supported by €40 million from the EU’s Connecting Europe Facility (CEF1). The funding will enable the deployment of 200 hydrogen fuel cell electric buses and supporting infrastructure in each of Denmark, Latvia and the UK by 2023. In parallel, the H2Bus consortium will remain active in other clusters across Europe to reach the targeted 1,000 bus deployment."

https://hexagongroup.com/press/h2bus-consortium-and-wrightbus-join-forces-to-transform-public-transit-with-first-truly-zero-emission-fuel-cell-electric-buses/

CEO Jon Andre Lokke - Everfuel to confirm Q4 2021 fuelling station electrolyser requirement.
Everfuel's requirements will be made concrete in Q4 stated in the NEL Q3 Report and on video of the new Heroya factory along with NOKOLA CORP supply Q4 21.

"Jacob Krogsgaard, CEO of Everfuel, said, “We are excited to work with Wrightbus to deliver the H2Bus Consortium’s ambition of the lowest cost truly zero emission fuel cell electric buses in Europe. Through our bus supplier Wrightbus; hydrogen cylinder and distribution module supplier Hexagon; hydrogen fuel cell supplier Ballard; and electrolyser and refuelling station supplier Nel, the consortium brings European engineering expertise to our streets. This will create and secure highly skilled jobs for the next generation of transport technology and fuelling solutions in Europe.”

The first phase of the project, totalling 600 buses, is supported by €40 million from the EU’s Connecting Europe Facility (CEF1). The funding will enable the deployment of 200 hydrogen fuel cell electric buses and supporting infrastructure in each of Denmark, Latvia and the UK by 2023. In parallel, the H2Bus consortium will remain active in other clusters across Europe to reach the targeted 1,000 bus deployment."

https://hexagongroup.com/press/h2bus-consortium-and-wrightbus-join-forces-to-transform-public-transit-with-first-truly-zero-emission-fuel-cell-electric-buses/

CEO Jon Andre Lokke - Everfuel to confirm Q4 2021 fuelling station electrolyser requirement.

DCTA & EMH also have red cross. EMH has no news release as yet. Waiting for EU time on cinovec ?

IG tonight at 00:24 has Cornish Metals as not tradable with a RED CROSS. Normally this indicates news rns which is price sensitive. IG I watch for mt Australian investments so its quite strange to see this on a UK stock.

Strap in , it could be a nice 7am start ? Fingers crossed anyway

NEL HYDROGEN - YARA INTERNATIONAL - add ut to the list .... news soon as Porsgrunn site is increased to take on the extra densnd for NEL to create green hydrogen by electrolysis. GLOBAL !!!

https://www.yara.com/news-and-media/news/archive/2019/yara-and-nel-carbon-free-hydrogen-for-fertilizer-production/

NEL HYDROGEN with YARA at Porsgrunn Heroya plant. So one of THE largest green hydrogen sources ammonia plant is located virtually next to the NEL ELECTROLYSER PLANT in HEROYA ???

https://www.tu.no/deltav/industri/annonse-norges-hydrogensatsing-skyter-fart-fra-heroya-i-porsgrunn/512472

"Herøya Industripark AS plans to invest in a new large building, and is now drawing the Seidr building together with the companies that want to enter. Asgeir Knutsen, business developer for Herøya Industripark AS, believes that Herøya's major commitment to establishing norway's foremost innovation and technology environment, Seidr Herøya, will accelerate the development of Norway's hydrogen initiative as the renewable energy carrier of the future. Competitors gather "It is gratifying that Norway's major hydrogen initiatives are taking place here. We are actively facilitating the success of technology and research communities. Together with several companies that want to enter the growing innovation and technology environment, we are now drawing up a large new building, Seidr Herøya. Both HydrogenPro and NEL are established on Herøya, and although these are competitors, there is a strong professional hydrogen network, a real winning team in the region, which I think everyone benefits from," says Knutsen."

Hi VIS.

Thanks for the info. 100% sure that is not going to happen. 500tpa of lithium carbonate ? Thats about a couple of tons of Lithium Hydroxide ? Absolute minimum they must have at least 50,000tpa of Lithium Carbonate. The CAPEX alone makes it non viable at those levels. Hydroxide plant costs around US$350-375M. That is before any rock or spade work.

They will have big news then for you if that is the current level of expectation.

Sp should fly if 500 tpa is the target. Sounds bonkers to me.Cinovec at 50,000 tpa would make a bit of cash but they want 100,000tpa and if possible 2 shifts at the face for rock.

Brines are 24/7 365 and they are looking at 500tpa ?
8,000tpa would be what I would be starting at and not get out of bed for anything less tbh.

Give it another day and I will post that info & a video.
That might help.

HEROYA HYDROGEN FACTORY - NEL HYDROGEN.
"Herøya will start to produce now for Nikola and for Everfuel in quarter four. And specifically, I think Everfuel has given some guidance on their own when they expect the relevant project to be up and running and we will have revenue recognition over time until the plant is up and running.

On the Nikola order, we did say that we will have deliveries or production of that all through next year. So that will be over a longer time period than normal and that's also why we commented, specifically on that order in the last quarterly report. "

In the Wniter of 2020 things looked really bleak regarding the Nikola Corp contract. Nikola boss left after some misguided comments and bad judgement. It looked from all my research that Nel were not saying a sausage about it good or bad. Then the news Nikola guys rolled in , started back to basics and have so far done what they have carefully promised. I noted all of this but still with a heart slightly full of woe. Then Jon Andre Lokke the CEO put out the Heroya factory video and stated NIKOLA CORP & EVERFUEL would get first supply in Q4 this year. Well it was a great surprise. Now Nel are on the front foot and actually SUPPLYING - not talking about next years supply only - but supplying now !!!
So I went back and looked at the initial contract. Nothing has really changed from what I can see other than the old dates to new dates , the fuelling stations to test have already been done and Nel is way further forward than in 2017/18.
2018 - "Early in May, Nikola announced that Anheuser-Busch has placed an order for up to 800 Hydrogen-Electric Powered Semi-Trucks. To support the Anheuser-Busch fleet of trucks, Nikola and Nel would need to deploy around 28 stations. This order volume alone will have a revenue potential for Nel of more than USD 500 million."

So I end with a contract that is due to pay up US$500 MILLION. Not bad really and worth waiting for confirmation.

https://news.cision.com/nel-asa/r/nel-asa--signed-final-joint-venture-agreement-with-hexagon-composites-and-powercell,c2243147

Kicking in from now !

Weird ???

Both NEL HYDROGEN ( Proton Onsite Wilmington ) & AGILITY FUEL SYSTEMS ( Hexagon Composites , Hexogan Purus, Hexogan Agility ) have exactly the same address - teehee. Tenticles around the world and most just don't know it !

So I wonder who are Agility Fuels working with ?
Who are Hexagon Agility working with ?
Therefore who are Hexagon Purus buying their electrolysers from for all their deals ?

Wheels within wheels. Cough cough have a look at the very bottom of some of the deals where they often put the brand image and brand name at the very bottom of the pages.

Go look and you will find NEL is 100% much bigger than most really understand. I am in ITM but they look like a local Sainsburys compared to NEL who are the Biggest Mega Store Sainsburys PLUS the whole warehouse too. Tenticles around the world.

Next clue coming is about Perth, AS.

Agility Fuel Systems, Inc.ACTIVE ( HEXAGON COMP )
LEI: 5493000XH6VL481HWX59LAPSED
United States of America, Wilmington, C/O The Corporation Trust Company, Corporation Trust Center, 1209 Orange Street, 19801

PROTON ENERGY SYSTEMS, INC ( NEL US HYDROGEN )

Company Number
2654082
Incorporation Date
16 August 1996 (about 25 years ago)
Company Type
Corporation
Jurisdiction
Delaware (US)
Agent Name
THE CORPORATION TRUST COMPANY
Agent Address
CORPORATION TRUST CENTER 1209 ORANGE ST, WILMINGTON, New Castle, DE, 19801
Directors / Officers

THE CORPORATION TRUST COMPANY, agent

Registry Page
https://icis.corp.delaware.gov/Ecorp/...

How are NEL going to make all those PEM & ALKALINE Electrolysers ?

Well add on another client wanting hydrigen supply for their customers ....

"...done at a pace of ten trucks per time, each batch including a hydrogen electrolyser to generate hydrogen to move those trucks in zero-carbon fashion, with the change being implemented progressively. "

"We’ll finish the trials. We’ll then go on to the second phase and after that, we’d expect to start changing the truck fleets from around 2024. We’ll then look to replace our global fleet as trucks come up for lifecycle change,” said Cutifani.

That would, he said, be done at a pace of ten trucks per time, each batch including a hydrogen electrolyser to generate hydrogen to move those trucks in zero-carbon fashion, with the change being implemented progressively. Moreover, Cutifani foresees technologies and efficiencies also improving over time to create even more benefit."

https://m.miningweekly.com/article/anglo-to-transition-to-green-hydrogen-mine-fleet-over-decade-cutifani-2021-10-30

Is anyone adding up just how many 'active supply deals' NEL are working on ? These are not long term projects. The ones I have mostly posted about are supply from now Q4 21 ongoing with some extremely large orders due in for NIKOLA CORP , EVERFUEL & IBEDROLA all projects that are needing electrolysers now.