Member Info for MajorOak

NEL HYDROGEN is a very very positive share to hold. With the new factory opening any day ( actually past the due date ) and upgrades to USA Wallington site being planned, the potential for agressive expansion across the EU & USA in total is worth being a ling term shareholder.

I have been here since NK 8.00 up to NK35 and all the way back down to NK12. Am I 100% confident in NEL HYDROGEN ? Yes you are damn right.

My prediction at NK 35.00 was end of 2021 NK45-50.00. Ok it does look a long long long way off BUT Heroya factory turning on the first line of electrolyser production will be historic. It may be missed by 99.9% of investors but will literally be an historic moment in hydrogen generation and cost comparative in its supply and scale up to drive costs down to fossil fuel levels.

Once and for all the world will then be in a position to say - ok , lets start the switch to remove oil and gas from the system. Solar, wind, hydrogen , hydropower and electrical production and storage and green nuclear is only 2-3 years away !

NEL HYDROGEN - IBERDROLA AMMONIA. Approx US$800million , with US$200m in the initial phase starting Q4 2021.

https://www.greentechmedia.com/articles/read/iberdrola-guns-for-green-hydrogen-leadership-in-europe

NEL HYDROGEN - EVERFUEL hydrogen fuelling stations are another of the 1st clients to be supplied from the new Heroya factory. Another €200 million spend.

NEL HYDROGEN , I have listed just 3 companies as an example of WHO NEL are going to start supplying once Heroya factory starts up production INITIALLY AT 144 ELECTROLYSERS PER DAY !!!!!!!!
Once the factory is up and running ANY DAY NOW then the opening up of line TWO can proceed !!! NOT factored in. Then once that has opened up and bedded in the 'new' LINE THREE can be activated and brought up to speed.

Christ NEL could possible be supplying 50-70% of the market produced electrolysers by 2022-23.

Certainly NOT factored in. Look at ITM v NEL and both factories. One UK basic, one Danish GIANT of production. ITM are having to look to build a 2nd new building.... NEL are already planned in for 3 fully automated production lines. Globally huge. Giant.

US Naval Sub contract
US Nuclear Gov Contract
Aker Steel
Hyon Marine global shipping tankers

Blooming HYUNDAI TRUCKS
SHELL USA mainly in California just read Port Los Angeles for the scale - head blown.
TOYOTA EV

SUPPLY TO HEXAGON COMPOSITES , HEXAGON ABILITIES, HEXAGON PURUS all spin offs from NEL, supplied by NEL.

So how many more $$$$ does that add to the bottom line once 144 electrolysers PER DAY hit the market ???

Mind blowing the scale up.

NEL HYDROGEN - NIKOLA CORP , heroya first customers to be supplied by the new factory.
US$800 million order approx.

Toyota Mirai & Nel asa link up to create new world record for hydrogen distance.
https://www.h2bulletin.com/toyota-mirai-sets-the-autonomy-record-gac-launches-a-new-hydrogen-ic-engine/amp/

NEL HYDROGEN 1.360 km on a single charge, fully electric, is both an outstanding achievement and a powerful reminder of what can be achieved with #hydogen. Charging efficiency, range efficiency, grid efficiency ?????? @H2Europe @nelhydrogen

https://t.co/vNoe3Lhssb

Nel Hydrogen & Hynet hydrogen storage project with new partner.
https://www.h2bulletin.com/itochu-nel-signs-hydrogen-partnership-costain-to-develop-hydrogen-storage-for-hynet/amp/

Mintek says Standard Lithium will be looking to supply EUROPE aswell as the US - wow. The US needs 000's of tons of lce & Lithium Hydroxide too so even a mention of europe is an eye opener.

https://www.fool.com/investing/2021/09/23/why-standard-lithium-stock-is-jumping-today/

US E Mobility partner Laxness ex Bayer company are to create an E Mobility Group and to ensure supplies of DIRECT LITHIUM within the US have partnered up with Standard Lithium.
https://www.just-auto.com/news/lanxess-creates-e-mobility-group-initiative_id196733.aspx

LITHIUM CARBONATE production to start within weeks all now onsite for Standard Lithiums Arkansas project. Bring it on !!!
https://www.globenewswire.com/news-release/2021/09/01/2289892/0/en/Standard-Lithium-Provides-Update-on-its-El-Dorado-Arkansas-Project-and-SiFT-Lithium-Carbonate-Plant.html

STANDARD LITHIUM" USA 96 per cent of the models of Stellantis will be electrified by 2025".
The actual take off deal is to be done once testing of the brand new facility is complete. 2-3 weeks !!!

Dodge, RAM, Jeep & Chrysler all on the table for supply.

STANDARD LITHIUM partner Stellantis...
"Most notably, for the U.S., Stellantis said it would offer an electric Dodge muscle car by 2024 and Jeep would offer an all-electric SUV in every vehicle segment by 2025. The company also plans to launch a Ram full-size electric pickup by 2024, which would put it at least two years behind American rivals Ford and GM."
https://www.cnbc.com/2021/07/08/stellantis-to-invest-35point5-billion-in-evs-and-new-technologies-by-2025.html

STANDARD LITHIUM partner Stellantis buys new finance partner to fund dealerships going forward.
https://www.stellantis.com/en/news/press-releases/2021/september/stellantis-to-aquire-first-investors?adobe_mc_ref=

Stellantis deal for off take of lithium looking like it could happen pretty soon. 95% of all US Stellantis car production to be EV BY 2025 !!!

Standard Lithium CO2 project set for build and test Q1-2 2022. Lowering the carbon footprint.

I wonder if Mr Musk in Texas is watching his neighbours produce very very low CO2 Lithium ?

Hmmm....watch this space ?

USA STANDARD LITHIUM & LAXNESS land holding map and the totally huge potential as production and supply start up ( now slightly late as this September was for initial start up ). Any day now ...
https://www.google.com/url?q=https://www.magnoliabannernews.com/news/2018/nov/15/standard-lithium-plans-joint-venture-smackover-pro/&sa=U&ved=2ahUKEwjIyoPZ0bfzAhVXPcAKHVj6DocQxfQBegQIAxAB&usg=AOvVaw2aBfb36hJn7sbjWRYbU0ou

STANDARD LITHIUM EU SUPPLY ?

Mintek says Standard Lithium will be looking to supply EUROPE aswell as the US - wow. The US needs 000's of tons of lce & Lithium Hydroxide too so even a mention of europe is an eye opener.

https://www.fool.com/investing/2021/09/23/why-standard-lithium-stock-is-jumping-today/

STANDARD LITHIUM - "20,900 mt of battery-quality lithium chemicals in Arkansas, representing roughly five times the current domestic production."

UP 58% through September 2021 and due to start production as the plant is due to switch on the FULL power within days....now slightly late so literally any day now !!! Good bounce to note yesterday as most stocks took a hit SLI had dropped in to the $8 dollars range. I watched it throughout the day and it bounced back well in to the mid $9 dollars in the day so looks like a new support level here around $8.50. My target with A- plant initial start up, B - Initial production and C - News on actual production figures and projections based on the plant flow rates and finally WHO is BUYING THE LITHIUM ???

Those are some very short term news events ready to take SLI to the next range of $13-15.00 imho.

NOT FINANCIAL ADVICE. PLEASE JUST DYOR. SLI is WAY ahead in the US with only Albamerle producing from one supply. Standard Lithium to ADD 5X current US Lithium supply. DYOR.

STANDARD LITHIUM PRODUCTION within days tyson.
Simple. $15-18 is my short term.

NEL HYDROGEN just get ready ;-))))) 24/7 factory opens within days too.

BOTH are 1st. 1st lithium production 5x the US current production 24/7. 1st hydrogen electrolyser plant to open on this scale 144 PER DAY and going to 25/7 PRODUCTION !!! Nothing like it in the world.

Got both as about 70% of all my holdings and as you know my prices are pretty low. Shows pick the best after doing good solid research and just wait through all the noise.

Hope you make more than a few quid.