Member Info for MajorOak

The Czech Republic became a member of the North Atlantic Treaty Organization (NATO) on 12 March 1999. ... The Czech Republic thus achieved one of its top strategic foreign policy goals that was publicly declared as a priority already for Czechoslovakia in 1992.

So dont come on here telling me I dont know what I am posting and YES PUTIN HAS DECLARED ALL NATO BOUNDARIES SHOULD GO BACK TO 1997 !!!

THAT IS HE REQUEST TO EUROPE and his ONLY REQUEST.

DYOR and pleeeease grow up !!!

VW signed up yet ? Not a chance yet with Putin on the rampage as a fully fledged dictator.

Oh watch out for China on Taiwan and then the chips are down for the US to wet the bed.

Boo hoo. Why have VW not bought in in 3 years yet done a deal with the one company you all do not mention , Vulcan.

PS - If you think I read the Mail then pitty you, its just a thread title.

Still , you can always point me to the Tin offtake from 2018....whoops sorry still not done ?

WHY

Everyone else abd their mothers are in elsewhere yet emh sits in its own puddle.

And yes I have a truck load in CUSN waiting for Cornish Lithium spin off, cheap shares as a CUSN owner and a deal with Tesla or Rivian.

We all put our money in and take the risk. The risk here is way too high NATO or not Putin doesnt give a monkies

Norway all day long for quality of grade and export shipping potential to the US.
EMH has been sooooo slow they will catch up quickly.

Vulcan can supply Germany - full stop.

The rest as energy prices rise are not great assets.

After yesterday and the masterclass of Putin, does anyone seriously think Russia is not all over the old Iron Curtain ?

If you "still" think there is no risk then I dont know what to say to you.

1 - VW have been at the EMH table since 2018 - FACT
2 - The globe has rushed to lithium. Even Vulcan has a deal with several companies and they were but a baby when EMH were crowing about being the biggest and best in Europe if not top 4 in the world.
VW just will NOT touch EMH ??? Why
Maybe just maybe they think like me and see the Russian risk?
3 - Russia or should I say dictator Putin WANTS borders going back to 1997. That would put Czech Rep in the hairlines.
4 - Serbia kicking out the massive company and potential Billion dollar mining by RIO TINTO ???
5 - For 3 years its always jam tomorrow. Why ?

Today I saw something I thought I would never see.
Fingersx'd stating on here that for the love of god he cannot understand why VW have not invested?
The write up excluded EMH one of THE worlds largest rock lithium mine. All the old data is based on RUSSIAN mining of the Tin.

Anyone think Putin does not have time to think about this European asset that will kick the EU where it hurts if he can control the flow of lithium?

Even if all this Ukraine stuff settles down, would you rest easy having a lot of money invested in here ?

I hope the long term holders are ok and I personally wish them all well and no harm. My view is and has been one of frustration for years and years of disappointment. There is 10mt + lce of lithium in the ground and 600,000-750,000t of tin. I have stated this for 3 years.

The communist influence will now grow as they will see Putin is coming either by political means of by force !

There is way way way more risk but always has been.

Good luck all.

Maybe the guy selling out is getting ready to buy or already has his money in CL ? Just a nice thought.

Its where the popular press & media are intetested in pushing. Probably the easiest and best way to get Cornwall a load of free/loan cash for the region.
As far Tin, its the BANKER metal that secures all other processes and testing. Get Tin up and running asap and the lithium brine will flow quicker.

Still we're looking at 2-4 years ...

10 Million shares BOUGHT after close !

If you look at the sell / buy prices at :-
17:19:08 12.89177 300,000 Unknown* 4m O
17:19:08 12.85084 8,535Unknown 109.68k O

Clear that NOK12.85 is a sell at the exact same second @NOK12.89 A 4M BUY.

Later another 4m buy and the others you can basically work out that another 2.5m are buys.

So is the incoming CEO buying up cheap and holding 10m @ NOK approx 12.90 ?

No but some investors have been buying up and as I say up to NOK 15.00 these are cheap. Imho.

Other views apply so read this forum.

Note Nikola have done a deal for EV charging network , teehee.
Note Nikola have already a deal for FCEV hydrogen charging network with NEL... Not heard a thing since early last year.

Ssssssh , don't tell anyone ;-))))

He is leaving the CEO position in April BUT still holds 1m shares. I'd take that. He has been with Nel for 6 1/2 years and is staying on the board of directors.
He just wants to move to a broader role within Europe and within the energy sector. I dont blame him tbh. With $7.2BILLION in the TOP 20 projects out of 1,000 projects and moving the order book from $3Billion Jan 21 to $12BILLION in 12 months its not like you can say he hadn't deserved his chance to influence ?

Valid points. Thanks for posting. Shame people dont post this info on a more regular occasion.
Wonder how Tesla got to $1000 dollars a share when we all know they borrowed most of their money ?
Dont get me wrong the points raised are valid but this is a buy and hold share. I bought back in 2019 and will look to exit on my 55th birthday, 2025.
Just when the UK will be literally cooking on gas & hydrogen mix. See nel & scotland link.
What the price £1 approx depending on the month you buy. Rather have these than a lottery ticket which costs £2

$7.2 BILLION in the TOP 20 PROJECTS !!!

By my working :-
Nikola =$1.4 Billion
Everfuel = €200m
IBERDROLA = €800M

So thats approx €2 BILLION. €5 BILLION in the other 17 projects.

US Nuclear
Sweden Steel
Netherlands Port
Orsted Danish offshore
Germany Steel.

Plenty more to go at but most importantly of all is the speed of scale up.

They have taken longer than I had thought to tweak up Heroya Fully automated world class factory.

Why ? Well I think a clue is in the automisation of the oncoming US GIGA Factory away from the old Proton site at Wallingford. This is yet another ramp up towards domination of supply in the US.

Europe is also getting a new GIGA FACTORY , my guess Germany.

BOTH new factories will be tailored to the current slow auditing of every process within Heroya to ENSURE the new builds will be bang on track first time out. Its looking like although it is world class and first of its kind , Heroya is ultimately a test facility for global factory print run.

ASIA and Middle EAST also being looked at.

Like Musk with his futuristic plans 3-4 years ago, we all laughed at building a car in one moulded piece. Well thats where he is going to get the costs down.

Both NELS new US & EU Giga factories will make BOTH PEM & ALKALINE Electrolysers. Again , nobody doing this or even close to it !

2025 $1.5kg per unit. It will be achieved. Bang on my retirement date.

CAPEX & OPEX of all business being actively brought down for the cast majority of projects - again there is nobody really doing this. Most have set costs to production , not such scaleability of production line to workout and fit in with an IKEA making model type of supply.

2mw to 800mw projects all on the table.

Much much more in the detail than just US$12BILLION order book RAS.

As always a stonking buy. Let it go down , buy these lows imho up to NOK 15.00.

Hope it goes to NOK 5.00 - it will not but fingers crossed, I'd be buying all I could.

My target is only more solid at NOK45-50.

Let Heroya work up a sweat hopefully fully unchained in the next months. Then lets see just how many orders get converted to supply ;-)))

Extremely happy. DYOR.

Backspace, in this high inflation pre war market with the EU about to kick off on UK v EU imports exports the sp will be volitile so there will be many false flags ( seemed a topical ref point ) but no anything could happen to the sp.

I cannot believe nobody has posted anything on here today with the blocks of news from Q4 results ?

@nelhydrogen @jonandrelokke Growth globally sounds easy but any large global leader in any industry needs solid foundations. ?????? to "all" Nel board members for actively putting these strong initial points of company base in place. Forward thinking boring BUT necessery US$12B

Most hydrogen down today anyway.

Would of liked to have seen numbers on capacity / production and Nikola , Everfuel & Iberdrola. Hmmm.

But with Russia, new high inflation it is a bad day for any news tbh.

Still you all know my feelings , its a stonking buy.

SHELL & BP made how much profit this Q4 ???

Cough cough ..... No brainer if they come to the door.

US$. 12 BILLION !!!

As for Nuclear NEL hydrogen & US DOE already working on Nine Mile Point hydrogen supply BY NEL !

NEL HYDROGEN $6B NOW $12BILLION in 1 QUARTER .... need I say anymore about the potential of hydrogen.

I wonder when people will get just HOW BIG NEL Hydrogen already is ???

NEL HYDROGEN $6B NOW $12BILLION in 1 QUARTER .... need I say anymore about the potential of hydrogen

we outlined our growth strategy towards 2025 where investments in people and organization were key to target the all-time-high pipeline of projects across the globe.

Started the Q4 results. First main part before the nuts & bolts.

It is about 2025.

The orderbook , yes it would be lovely to have the cash in hand of the orders and that they are filled but a DOUBLING OF THE ORDER BOOK IN 3 MONTHS !!!

FFS = WOW USD$12 BILLION ORDER BOOK up by USD$6 BILLION.

Hear hear RAS. I thinks its better than 30% chance at the moment. Give Nel a solid 18-24 months EU Central will be being built and BP or Shell will be in.