Member Info for MajorOak

NEL HYDROGEN - Collaboration. We signed a collaboration agreement with First Solar, which is a leading manufacturer of solar panels. With this partnership, we will further improve our product offering and improve the integration between the renewable and the electrolyzers so that it becomes more dynamic. It flows better together. Initially, we'll work on the SCADA system and the control system and the software, but then we will obviously increase the integration over time and may even incorporate hardware elements from the PV power and the electrolyzer and everything with the target to reduce the cost of green renewable hydrogen, make it easier and more dynamic to combine the technologies.

Another major project win.

Collaboration. We signed a collaboration agreement with First Solar, which is a leading manufacturer of solar panels. With this partnership, we will further improve our product offering and improve the integration between the renewable and the electrolyzers so that it becomes more dynamic. It flows better together. Initially, we'll work on the SCADA system and the control system and the software, but then we will obviously increase the integration over time and may even incorporate hardware elements from the PV power and the electrolyzer and everything with the target to reduce the cost of green renewable hydrogen, make it easier and more dynamic to combine the technologies.

Another major project win.

NEL HYDROGEN signed an agreement with SFC Energy AG, which is a leading provider of hydrogen and methanol fuel cell for stationary and mobile applications. They have actually sold more than 50,000 fuel cells. So they've been around and are really one of the leaders in this field. And here, we are combining the leadership position of SFC and the leadership position of Nel to basically address and cooperate to address a new segment in the market, which we think is going to be growing and going to be important.

Here, we will start with our mature and proven technology components and put them together. But we will obviously develop this over time, and the target is to have 500-kilowatt range, which is basically on par with the traditional diesel generators that you see out in the field so we can actually replace those generators. And the solution here, well, basically take renewable energy and store it, and it will release it either on demand or as backup power. And the estimated size of this market in Europe in 2030 is around about EUR 15 billion, and that's in Europe alone. So we're very excited about this cooperation, and we'll push forward to get going.

Heroya Electrolyser factory to open within 2-3 weeks.

144 ELECTROLYSERS PER DAY !!! No competition !!!
24/7 FULLY AUTOMATED.

Just ONE of the 3 electrolyser factories that NEL already have. US Wallingford has plans to increase and expand to Heroya style & size to take TOTAL control of US Electrolyser supply.

US Navy Submarine contracts
US Nuclear Power Plant Contracts
Nikola Corp Hydrogen Fuel Stations ACROSS the US

..... Plenty plenty more of this. Dyor.

NEL HYDROGEN "purchase order for a 1.25-megawatt PEM facility or PEM order from a U.S. customer. Name still remains undisclosed but probably will soon be. The first -- this is the first ever nuclear to clean hydrogen in the U.S., and it gives us, obviously, a lot of great learnings. It has a massive potential for future scale-up, as you can do this in many other facilities. And here, we actually utilize the dynamic response of the electrolyzer to capture intermittent power of a nuclear power plant, and you would imagine maybe a nuclear power plant wouldn't have intermittent power, but obviously, you don't draw the maximum amount all the time, and you can't shut it down. So actually, at night, for example, you do generate a lot of intermittent power. The value of this contract is 2.6 million, and this program was supported by the H2@Scale program from the DOE, the Department of Energy, because they really feel that this is an area that has a lot of potential for the future."

NEL HYDROGEN 2-megawatt PEM order with H2 Energy. The order is part of the 30-megawatt frame agreement that we signed all the way back in 2019. H2Energy, as you know, is cooperating with Hyundai trucks to introduce 1,600 hydrogen trucks into Switzerland. And this electrolyzer will produce green renewable hydrogen for the increasing number of those trucks.

The new Heroya factory is going to be a globally influencial. 144 ELECTROLYSERS PER DAY !!!

NEL HYDROGEN Q4 NIKOLA & EVERFUEL supply to start from the brand new

FULLY AUTOMATED
24/7 OPERATION
144 ELECTROLYSERS PER DAY

No company will be able to come close to this type of production. Probably only equal to a "TESLA EV Production" moment.

NEL HYDROGEN fossil fuel hydrogen PARITY to be hit by 2025!!!

"So let me then give you an update on the Herøya expansion. As you know, Herøya will contribute to cost reductions. And based on our cost reduction targets in combination with the development within renewables, we believe that by 2025, you should be able to produce green renewable hydrogen at $1.5 per kilo as a Nel customer. That is basically on par with fossil hydrogen. And that means that we are -- we will start to see what we call reaching fossil parity. It will not happen everywhere at the same time. It will start to happen where energy prices are the lower. And this is very promising for the whole future of renewable hydrogen.

The Herøya plant is now ready, and we are cutting costs and scaling up and introducing world-class automation. It's a fully automated chemical line with supporting robot cells. The facility will run according to the latest and greatest lean manufacturing principles. The initial line, 500 megawatt, with space to grow to roundabout more than 2 gigawatts. And we are on track, both in terms of schedule and cost. In other words, we are on time and on budget. We have completed 45,000 man-hours without any total recordable injuries. That obviously says something about the focus on safety. But I think more importantly, it also tells you something about the quality of the team that has undertaken this task, and that continues to work in this facility."

NEL HYDROGEN NOK 3.1 billion in the bank and have a good financial muscle to execute on our plans.

NEL HYDROGEN order backlog was close to NOK 1.1 billion. Many small orders contributed to this development.

NK 1+ BILLION in order book waiting to be filled !

Heroya electrolyser factory opens within 2-3 weeks , 144 electrolysers PER DAY ..... yes PER DAY !!!

NEL HYDROGEN " 3,500 systems in 80 countries plus. And we're also leading on fueling stations where we have sold more -- sold or have under construction more than 110 stations in 13 countries.

As mentioned, we have 3 main manufacturing locations. We have Wallingford, Connecticut facility, where we have more than 50-megawatt PEM capacity. Here, we have room to expand within the premises as you can see from -- you see a picture of the building. We have our Herøya facility in Norway, nameplate capacity 500 megawatt of alkaline production. And then we have our Herning, Denmark facility that can produce up to 300 fueling stations -- hydrogen fueling stations per year."

A fueling system is approx $2 million per unit to NEL.

$600 MILLION PER YEAR from the Danish factory alone.

NEL HYDROGEN to start up the Heroya 24/7 fully automated plant within 2-3 weeks.

First customers are NIKOLA CORP & EVERFUEL :-)))

https://seekingalpha.com/article/4450672-nel-asa-nllsf-ceo-jon-andre-lokke-on-q2-2021-results-earnings-call-transcript

As I say I had contact with Keith back in 2018 and recent interviews and the time lag waiting for CEZ to apply all their own changes to process I am sure have cut Keith off a bit , he is the face now of emh not of much value as for his views.
CEZ and partners are who I will feed off nothing that Keith says.
Time has shown this now.

CEZ all the way.

https://www.agg-net.com/resources/articles/site-reports/dry-mining-cornish-china-clay

Anyone who knows about the issues the US is having with processing lithium will know a large proportion of US lithium is found within clay.

Imery of France are using a new dry method for producing mica ( the same Westphalian strata that has provided Cinovec with its mica ) and it is a tangible change to the way they were going to process the Cornish Lithium mica from clay.

Cinovec luckily does not have such a difficult and expensive clay to remove the lithium from, but the 'dry' aspect of processing is I believe the way that CEZ are now looking at it ?

As with concrete/cement ( china clay in Cornwall ) the heat element is already there , so by adding this process IN BULK as with concrete/cement production I am 100% sure it will be a very large cost saving point to assess , prove up and take forward in the DFS.

Reasons to be cheerful. Two different companies, 2 different locations of lithium but pretty much the same mica and new view of processing.

Hope this is of some help or added confidence.

STANDARD LITHIUM
Schlumberg and Panasonic join in brine extraction in the US.

Not sure why Standard Lithium have not been bought out ? Certainly one of THE premium , projects past pilot plant production and now scaling up.

They are 18-36 months ahead of most brine newcomers who are being snapped up by the likes of GM.

Price rise coming to reflect Standards amazing advanced position. Must be buy in soon.

No offtake buy as yet by Stellantis ( Renault bought in to Vulcan, yet Stellantis yet to disclose the deal with SLL and its plans for where Setoembers lithium will go ). Buyout .... ?

https://asia.nikkei.com/Business/Materials/Panasonic-joins-US-project-that-extracts-lithium-for-EVs-in-weeks2

After much reducing my holdings, but having minimal exposure after the cancelled MoU which killed my spirit and the consistantly missed deadlines I feel the situation is clear and it took one poster late lastnight / early today to persuade me to buy more today.

I have been in from 2018, mainly out big time since it all went to pot. I learnt a very valueable lesson. Don't believe a word anyone says. I add certainly fully ignore me , I'm just here for the geology that is 100% bang on.

KC ( the ghost ) is not worth listening to full stop. Just a puppet now. Having previously had contact way back with KC I feel sorry for him and am genuinely surprised he has been able to stomach the last few years.

The post was CEZ's party now. No more no less.
What they do is king. Who they deal with .... is imho still up for debate, but in this post I conceed the power is fully with CEZ. The world is watching the next move.

The time is now or never as I see new technologies which I am way more invested in both lithium, hydrogen, graphene and titanium being across the new global revolution. Seeing the floods in NY, Spain and the general global changes in weather will only increase to pressure to do something and that will involve lithium in the EU being push forward faster and faster.

Over at CUSN , Imerys are to use 'dry processing' of Cornish clays mainly used for ceramics , but now the lithium mica within the clays is of value, this change from wet to dry also peaked my interest along with the CEZ change of process yet to be fully confirmed.
However , I have looked at the possibilities recently , which switched on my emh radar again.

The process I think CEZ will use imho - not official or financial advice - will work !

Therefore, I have had to rip away from both my heart and my mind the truely bad losses and experiences I have previously had here and with a clear head have now added my money to a venture that is improving its processes , to improve the carbon footprint of rock mining and in time I now see owners ( who I still find hard to feel I can fully trust ) being the ones to follow the money and make their own fortune out of this asset. It is their greed for glory and the global rush and now pressure that is persuading me to add.

So in two tranches £10,000 added today. I still hold a few of my old shares.

I feel much better placed across asset types now to free me up to add here, but that sickness feeling of previous experiences has soured me feelings.

Purely and simply I am here to make money from CEZ , payback as it were at this point.

The geology is my love here and the location, not the company.

LITHIUM 23% up in a day and the production has not even started yet , teehee.

Next is FULL confirmation of total plant start up.

Then what the actual production figures all the nuts and bolts totals , times, grades....

THEN THAT TAKE OFF DEAL with Stellantis signing to have access just like they signed with Vulcan in Europe.
However, Stellantis took it another step further a couple of weeks later with Vulcan and announced Renault supply deal in Europe.

Will it be a deal with Chrysler Motors, Stellantis's main US operation ? A deal will be done very very soon !

$US13.00 - 15.00 is a probable new level as production then grows. EG see Pilbara sp from production to taking on Altura and then scaling up. This is how Standard Lithium's future will be !

Up 26% in a day which is no surprise. Doing what they said they would. Putting all the processing together.

The next steps of plant fully operational, resulting figures and OFFTAKE should do the trick

Ant, you have been here way long enough to know what I mean.

I note today Standard Lithium are finalising their brine plant to start up 24/7 production. These guys were babies back in 2018 when emh were about to finalise PFS then DFS and looking at actual mining production in 2021/22.

Look at it ... Glaciers move faster than this bag of mica. Still through grited teeth holding this , lord only knows why = only because the geology does not lie. As for the rest ???

I can't believe Keith hasn't hit retirement age yet LOL, christ I bet he wishes he could tomorrow while he still has a pulse !

Hey ho, will still make a buck and noise, iain and Richard god knows you deserve it. Ant, can't believe you are still here too tbh. Well done all the long term holders. Go back and look at a photo of how you looked back in 2018 and now...I've gone grey and lost my hair mostly teehee.

All the best. These young whippersnappers steeling market share , who'd of thunk it that brines would be out and supplied before Cinovec..... Not me but I do now.

20% up in a day and the production has not even started yet , teehee.

Next is FULL confirmation of total plant start up.

Then what the actual production figures all the nuts and bolts totals , times, grades....

THEN THAT TAKE OFF DEAL with Stellantis signing to have access just like they signed with Vulcan in Europe.
However, Stellantis took it another step further a couple of weeks later with Vulcan and announced Renault supply deal in Europe.

Will it be a deal with Chrysler Motors, Stellantis's main US operation ? A deal will be done very very soon !

$US13.00 - 15.00 is a probable new level as production then grows. EG see Pilbara sp from production to taking on Altura and then scaling up. This is how Standard Lithium's future will be !

Politik once again ...