Member Info for MajorOak

NRL HYDROGEN ELECTROLYSER -
Ulm, Germany Update: How we love seeing the Tre FCEV alpha in action! Here it is taking some laps while fully loaded at 82k lbs gross combined weight. #NikolaTreFCEV #DrivingChange https://t.co/i0MwkHhEdt

Not long now until we get the Green for GO !

NEL HYDROGEN Test Station Installed at Nikola’s Phoenix HQ
Through our partnership with Nel ASA, a Norwegian hydrogen company, or Nel, we have initiated the development of the hydrogen station infrastructure by completing our 1,000 kg demo station, which is capable of fueling up to 875 bar, or approximately 1 kg, per minute at our corporate headquarters in Phoenix, Arizona. The technology we use at this station is currently utilized for non-commercial
applications. The demo station provides our engineers with the ability to test the fueling systems for our future FCEV trucks as well as fueling the two prototype Nikola Two FCEV trucks that are used for testing operations and demonstrations. We have gathered substantial data from this station, including fueling station operations in hot ambient temperatures, station permitting and construction, onsite storage pressurization, and station and systems operations. The demo station is utilized on an ad-hoc
basis, and we believe it will provide us with the experience we will need to troubleshoot and improve on our larger commercial stations.

86 page of Nikola presentation.

700 stations asigned by Nikola across the US. 60-70 across the EU. $2 million per station .... Not a bad retirn from one deal.

NEL HYDROGEN - 30m buy after hours. I guess the market has spoken regarding just how much of the Q3 results is true.

Today is purely Q3 results.

Whats going to happen when Nikola Corp push the button on 700 fuelling stations across the USA & EU?

Ibedrola ammonia project is....just how BIG ?

How will the achieve it that is just ONE Contract ???

Wonder where all the capacity is going to come from ???? Hmmmm ????? Teehee.....

I wonder , just wonder, call it a hunch that little old Willington factory may just install a line or 4 of PEM making , 24/7 , fully automated electrolysers ?

What about the Canadian JV & Port Los Angeles .... WOW , just how are they going to do it ?

Supplying Orsted USA with all that Offshore capability ?
US Navy
US Nuclear
TOYOTA USA
SHELL USA

NEL HYDROGEN PEM electrolyzer equipment contract.
(Oslo, 25 October 2021) Nel Hydrogen US, a subsidiary of Nel ASA (Nel, OSE:NEL), has received a contract for PEM electrolyzer equipment from a leading global fuel cell company.

Nel Hydrogen US has received a purchase order for PEM electrolyzer equipment from an undisclosed, leading stationary fuel cell OEM. The purchase order has a value of approximately USD 2.6 million, and the equipment will be delivered between 2022 and 2024. Nel will also be providing design consulting services as part of the project.

Nel ASA: Receives contract for PEM electrolyzer equipment
(Oslo, 25 October 2021) Nel Hydrogen US, a subsidiary of Nel ASA (Nel, OSE:NEL), has received a contract for PEM electrolyzer equipment from a leading global fuel cell company.

Nel Hydrogen US has received a purchase order for PEM electrolyzer equipment from an undisclosed, leading stationary fuel cell OEM. The purchase order has a value of approximately USD 2.6 million, and the equipment will be delivered between 2022 and 2024. Nel will also be providing design consulting services as part of the project.

Just out.

Nel ASA: Receives contract for PEM electrolyzer equipment
(Oslo, 25 October 2021) Nel Hydrogen US, a subsidiary of Nel ASA (Nel, OSE:NEL), has received a contract for PEM electrolyzer equipment from a leading global fuel cell company.

Nel Hydrogen US has received a purchase order for PEM electrolyzer equipment from an undisclosed, leading stationary fuel cell OEM. The purchase order has a value of approximately USD 2.6 million, and the equipment will be delivered between 2022 and 2024. Nel will also be providing design consulting services as part of the project.

For a poster who said they only did alkaline tech lol

VIS , spot on. Posting from Derby and about 1 mile from one of THE most important buildings in the UK. Not a lot of people know that. Amazing what you hear on the bus. Then follow it up as research.
Thats one reason I hold Nel hydrogen for nuclear. Dyor but you are on the money.

10 million bought between 16.45 and 17.15pm.

VIS , put it this way I now see the tweeking that these brine operations can do to each brine solution as hugely beneficial. E3 are specifically doing it themselves , building and testing new E3 filters for the brines in Alberta that have different graded impurities and are developing and © their own thus keeping more of the tech and as SLI are looking to do I think is licence it out across Smackover and in E3 cases Alberta. Great way to keep control if you have the confidence and knowledge. These guys seem to have it sorted.

With VUL & SLI setting the fastest path followed by CL, BL and coming along nicely my coverage is approx 90-110,000tpa of brine created Lithium Hydroxide specifically in central EU Germany, US and Canada all duristictions which are safe secure and used to industrial use of land and in Alberta they are crying out for jobs and new big business due to losses of jobs within fossil fuel oil tar sands and gas. E3 are right place right time and I can see rapid expansion there due to the geology.

I hold a little rock lithium in PLL & SYA who are looking at around 600,000+tpa of Lithium Carbonate , have 2-3 Hydroxide plants and TESLA already invested. Tesla could buy the lot and use it with EV cars and trucks coming online as each year passes.

I hold a big chunk in Nel Hydrogen a very large global hydrogen electrolyser factory just opened for 24/7 fully automated production to Nikola Corp, Shell, Hyundai, Toyota, Iwatani Japan etc etc US DoE Nuclear, US Navy .....800 on the book orders of which I think from memory 600 will happen.
An example of scale NEL due to supply Nikola Corp 700 fuelling stations @$2m per station.
Then the US$800M Ammonia project in Spain...
Hyundai Europe....
Toyota USA California...
SHELL USA California....
and this is just the start. US$6 BILLION ORDER BOOK.
I also hold ITM uk version of NEL. LINDE AIR are partners so plenty of global work too and £250m raised in less than 24 hours two weeks ago wow. Current partners bought in along with insto's on that raise. Its for a 2nd fully auto plant like NEL have just opened. 2 years to production on that.

Options a plenty but as always buying in low is the trick. Then DYOR but I know I don't need to tell you that.

All the best.

VIS - E3 Metals is a lithium development Company with 7.0 million tonnes of lithium carbonate equivalent (LCE) inferred mineral resources1 in Alberta and an NPV8% on its Clearwater Lithium Project of USD 1.1 Billion with a 32% IRR pre-tax and USD 820 Million with a 27% IRR after-tax1. Through the successful scale up its DLE technology towards commercialization, E3 Metals' goal is to produce high purity, battery grade, lithium products. With a significant lithium resource and innovative technology solutions, E3 Metals has the potential to deliver lithium to market from one of the best jurisdictions in the world. ALL BRINE.

Standard Lithium - can and I suspect are looking to lease out the tech for royalties + expand across their own land rapidly along with taking up the options in Tetra Tech land another 2.54 and 8.58 million tons of elemental bromine and for lithium the exploration target estimated to contain between 16,000 and 53,000 tons of elemental lithium. Using an elemental to Lithium Carbonate Equivalent ("LCE") conversion of 5.323, the lithium amounts to between 85,000 and 286,000 tons of LCE. So Tetra have seen SLI produce and now are going to do what Albamerle are basically doing in the same area as Standard. Tetra also work in 6 countries around the world processing bromide. I am still researching Tetra brines and hold a small £5 position. The potentil in smackover is now proven up by SLI so its obvious why they are now targetting lithium production too. Early bird and all that.

SW Arkansas Lithium Project PEA lithium brine resource is updated to consider the potential unitized area of production, leading to an increased total (global) in-situ resource of 1,195,000 tonnes Lithium Carbonate Equivalent (LCE) at the Inferred Category. The PEA considers the production of battery-quality lithium hydroxide averaging 30,000 tonnes per annum (tpa) over a 20-year operating timeframe. The PEA also updates the existing inferred mineral resource. 30,000tpa Hydroxide.

Tech can easily be tweaked. Even cinovec. CEZ are looking at processing rock mica with a concrete process to clean it up. The old school guys are not so sure but Czech is full of high tech guys and I'd be ok eith the dry process route. No problem for big bulk.

VIS- British Lithium ARE the ones to watch. They know 99.9% about Cinovec. You understand Cinovec you know exactly what to expect in Cornwall, Scilies and S Ireland. Their website even had blooming Cinovec presentation on it , teehee.
Likewise these guys and CL will 100% know what the deal is.

I would be up in Bodmin NW corner !!! I'd have money on 2-4mt lithium lce, maybe even more.

Thing is brine tech is being tailored to the brine testing ie depending on contaminates they can adjust the filter and processing. See E3 or read my E3 posts on Standard Lithium on here. Me and Tyson have a good thing going. ;-)

Imho good call. Hit my numbers so took my profit = free ride here. I can switch off on the worry side now.

E3 we have time and I am buying the drops below 3.00 looking at 2.30-2.50. as my tops buys.

Tetra, if you trust me , just hold off as I've been very busy and still doing my research to totally understand it like I do with Nel & SLI.

Give me this week and I will post some more.

Posted a bit on CUSN to VIS as he was asking nicely.
I think they will get bought out as supply is not multi billions ,but v good margins for a single holder. The UK has this to itself if they think and work smart.

Have a good week. Will check in daily but no time till weds to dig deep.

A snap shot now would be a guess of

SLI 13.00 to 30/35.00 dollars say 150% from here on basics production from current asset so nothing added or licences issued. That is using buying in fresh from now.

E3 I am guess but

E3 buying 3.00 to 10.00-12.00 like SLI at this point.
So buying in fresh would suggest 250-300% BUT in 18-24 months with no other assets added or tie ins.

Like I said I have been buying and will wait for the drops on E3 - patience - to buy the right price. Standard was up and down all the time at this position E3 finds itself in. Time yet to build big sub 3.00 I guess.

https://www.hindawi.com/journals/geofluids/2019/8494539/fig5/

https://www.hindawi.com/journals/geofluids/2019/8494539/

Vulcan have drilled 5km down to hit the geothermal zone required for pressure, brine grades and heat.

This for the Rhine is approx between the mean geothermal zones of 4-6km down.
It sounds incredible but there are previous gas/ oil drills with data to supplied to Vulcan.

Their story is one of success and rapid scaling up now they know they can demonstrate they can make LCE and Hydroxide.

As for just how much is 181mg to be the crucial grade point - "Within Ortenau, Vulcan currently has an Inferred and Indicated JORC Resource Estimation of 12.86 Mt contained Lithium Carbonate Equivalent (LCE) at a grade of 181 mg/L Li, and Vulcan’s total Upper Rhine Valley Project has Inferred and Indicated Resources of 15.85 Mt contained LCE at a grade of 181 mg/L Li of which 23% is in the Indicated category1, the largest lithium resource in Europe."

https://documentcloud.adobe.com/link/track?uri=urn:aaid:scds:US:2c6dea81-d864-450e-8468-d60d8fc4f4d8

Hope this helps.

Kasabian links :-

https://m.youtube.com/watch?v=yvze-s4neRA

https://m.youtube.com/watch?v=_-O42UqJ9g8

https://m.youtube.com/watch?v=lYC6XhmqxHM

There are 20 others I could suggest but the gig in Victoria Park a couple of years ago imho is one of the best fan gigs on dvd ever. Yes I have Zep, Oasis and The Who etc but for pure fun , sing along and happy times Kasabian are hard to beat

Ps - what building KEY to my points is in Manchester and includes Rolls Royce ..... It IS coming...

Hi VIS, sorry been away in Manchester watching Kasabian and only back home tonight so will answer your question by Monday 8am , neeeed sleep.

I noted on the news today :-

https://www.aljazeera.com/news/2021/10/23/top-oil-exporter-saudi-arabia-vows-zero-carbon-emissions-by-2060

Any thoughts on my previous comments regarding Shell, BP, Exxon, Aramco etc not just buying out all the early start ups as a ready made division during transfer to zero carbon ?

I have no agenda but it looks so obvious to me ? What am I missing that these start ups have done all the hard work , moved towards proven tech and now are open to nice or aggressive takeovers ?

US$2B is nothing to these large energy companies.
I am talking about the wider picture here but it would encompass brine lithium of all types , no more 12 month salt water flats like S America, pump with pressure ( low cost if pressurised ) and blow dry from solar/hydrogen supply so being remote is simply no issue.

I also noted on Friday the point being made regarding mass storage of hydrogen in silo's. This IS viable. Storage of electricity a little more tricky ?

Rolls Royce going big in mini nuclear plants for individual small towns. I live in Derby and it is a serious possibility but it would really need the new nano graphenes to make this as safe as possible to 'try' and ensure the public can see the extra safety.
The nuclear option can run much more cheaply, be built so so much quicker and runs for longer due to new developments.

Bed time but have a serious think about the above and the world will need a mix of all so how to supply enough at low cost , viable and consistent ?

A new age is around the corner. Seriously within 5 years our childrens worlds will be so much more different to our own childhoods.

All the best and will get back asap.

PS - Kasabian = THE BEST LIVE BAND bar non in the planet. 100% energy is not wasted. Weds in Leicester the home town gig - yes I am lucky enough to have tickets - is going to blow the doors off and the windows out ! Can't wait.

https://seekingalpha.com/news/3756239-nel-asa-surges-on-bumper-q3-revenues-solid-backlog-reiterates-long-term-outlook

CanaccorGenuity latest analyst report raises $VUL price target to A$21 and highlights recent milestones as we work to deliver the Zero Carbon Lithium ™ Project

Read more: https://t.co/fASRBl81hb

#lithium #Europe #electricvehicles https://t.co/WpjIuYyhq9

Vulcan Lithium update fyi.

Tyson -E3 Metals has one of the largest lithium resources in the world ?? ??

The Leduc Formation spans 100’s of square kilometres in area, and is over 200 metres thick, providing E3 the opportunity to expand development into the future ??

Learn more ?? https://t.co/V75pOxHKZB

$ETMC https://t.co/6lmjI9Mlqw