Member Info for MajorOak

NEL HYDROGEN & HYUNDAI - massive tick !!!
https://www.ft.com/content/b3b1c109-f55f-4a30-b192-275383cafcc5

NEL HYDROGEN & NIKOLA CORP 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 FACTORY video.
The factory opens for FULL test running within days if not hours to fire up the factory for first production in September.

24/7
365
FULLY AUTOMATED
144 ELECTROLYSERS PER DAY.

Now it will start to get exciting !

Enjoy.

https://nelhydrogen.com/articles/video/nel-hydrogen-heroya-factory-tour/

Nel hydrogen electrolyser will be installed in Energy Park Fife, Methil, in 2022 and will be supplying hydrogen to homes in H100 Fife’s first phase in early 2023.

https://scottishconstructionnow.com/article/sgn-purchases-hydrogen-electrolyser-for-world-first-project-in-fife

USA Standard Lithium partner Laxness ( German Bayer spin off company ) looks like it has hinted at both the licencing of the lithium brine technology across the Arkansas basin - to other companies for royalties ? - AND European supply being on the Carribbean coast.

My guess is if they are to sell off the licences for US tech to process brines in the US , why not do that in the EU ? Laxness is after all connected to Bayer a huge German brand ?!!!

Watch this space ...

Next up is news the plant is now up and running. ANY DAY now !

$13-15.00 coming. Then onwards on news of actual production of tonnage and onwards as deals are declared.

Simple. Buy and hold.

STANDARD LITHIUM CEO says "Competition buying up land just proves the value that Standard Lithium hold and advantages of coming to market so much sooner as full demo plant is being installed right now !"
Competition have a long way to go yet.
http://www.bestmag.co.uk/indnews/us-site-supply-4m-tonnes-lce-domestic-lithium-ion-battery-market

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/

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

Starting the production as the plant is due to switch on the FULL power within days.
Now up 11% in a day. WITHIN DAYS may now be HOURS left before the switch on.

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

Starting the production as the plant is due to switch on the FULL power within days.
Now up 11% in a day. WITHIN DAYS may now be HOURS left before the switch on.

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

Starting the production as the plant is due to switch on the FULL power within days.
Now up 11% in a day. WITHIN DAYS may now be HOURS left before the switch on.

Nel HYDROGEN purchase order from the Community of cities “Touraine Vallée de l’Indre (CCTVI)” for a hydrogen fueling station (H2Station™) to be located in the region of Tours in France
(Oslo, September 28, 2021) Nel Hydrogen Fueling, a subsidiary of Nel ASA (Nel, OSE:NEL) has received a purchase order from the Community of cities “Touraine Vallée de l’Indre" for one H2Station™ hydrogen fueling station to be used for light and heavy duty fuel cell electric vehicles in region of Tours, France.

24/7 electrolyser factory opens any day now and ORDERS are now starting to ramp up !

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 5x 2020 GLOBAL supply , astounding and the factory opens within days !

No political problems here. Pure and simple. The 24/7 , FULLY AUTOMATED , 144 ELECTROLYER factory in Heroya will open within days.

NOTHING like it in the world at present. Should storm the market in the next 12 months.

US Defence contracts.
US Nuclear Energy supply contracts.
EU Ammonia $800 MILLION projects starting by year end.
NIKOLA CORP supply to start once factory opens , so any day now. Contracted.
EVERFUEL supply to start once factory opens , so any day now. Contracted.
HYUNDAI Swiss TRE IVENCO supply to start once factory opens, so any day now. Contracted

Etc...etc.... Just do your own research or look back at my previous threads. Hope that helps you find your US PORT way to Hydrogen enrichment.

NEL HYDROGEN - NIKOLA CORP & EVERFUEL FUELLING STATIONS will be supplied as per fully signed contract and confirmed 2 weeks ago by the CEO in the video walking us around the NEW 1ST in the world 24/7 144 electrolysers PER DAY.

BULK HYDROGEN "Nel was focused on deploying electrolyzers in sectors that could not be easily electrified. These included areas such as steel, ammonia, methanol, aerospace and shipping."
https://www.spglobal.com/platts/en/market-insights/latest-news/electric-power/092321-interview-soaring-gas-prices-an-opportunity-for-renewable-hydrogen-nel-ceo

Weren't we at £1.00 not long ago ? Seems we are going backwards ? Just looking at the charts.

Chattanooga ....PLL territory. Wink wink. Another company coming from nowhere to DFS in the next 6-8 weeks and production before emh. Yawn. How many more will enter the supply chain before cinovec ?

Note Standard Lithium looking to go to start supply within days AND CEO states EU SUPPLY is being looked at !!! Bet they beat emh cez to supplying at this rate. Plus they will be getting TOP DOLLAR in this very very limited production environment until the bigger mines come on stream in 2025-27.

Iain interesting that Vulcan released production info last night and will be in production by 2024 with LG.

Raising an extra $20m for purchasing even more land parcels , already THE largest Lithium resource now in the EU & have $200m in cash behind them.

Safe place to put your money imho. Czech politics is playing with Cinovec like a football. Literally anything could happen ! Nobody on here can say other. CEZ may be the great saviour and Czech power house BUT coal .... ??? ffs is this not what we are against and why cinovec & the price of lithium has rocketed ? We need to clean up energy use and especially mining !!!

At least Vulcan are a very very very much lower creator of CO2 as it is not actually mining but a chemical process - see latest Standard Lithium CEO remarks regarding rolling out across the USA & EU the licence to modulize lithium collection and supply with a very much lower ( Muskesk attitude to investing in low Carbon footprint operations ).

Anyway, I think Babis is a loose cannon. He will say anything and the opposite will happen once he is in. MoU cancelling back in 2018 example no1. As for the coal ???? Bonkers. Oh do CEZ use coal ? Do they make a lot of money from coal ? Does it employ more people and have a union presence , more so than a new mine may have ?

Just wondering "the bleedin obvious" is that enough Basil Fawlty for you , teehee.

Basil " is this a piece of your brain?" " turn it up" Babis "what". Basil " yooour heeearing aid" Babis " my hearing aid, whats wrong with my hearing aid" Basil " its not working". Babis with a rye smile stroking a cat with his eye patch on... " there is nothing wrong with my hearing aid , its just not switched on" !

Pretty much sums up investing here. For years nothing has happened and the rumour after rumour come and go whilst other companies are smashing it and getting on with the job.

Even CEZ are still looking at how to process the dirt .... STILL ? Yawn.

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/

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

Starting the production as the plant is due to switch on the FULL power within days.