Member Info for MajorOak

Oh , iwantthatone , there is a reply from nel, cheeky devils lol.

Congratulations on this very great milestone @nikolamotor ?? ?? ??. Is that a Nel ASA fueling station I see in the background ??.
I hope many of those are ready to be deployed in the USA @nelhydrogen @jonandrelokke @BearsWorkshop

Oh dear oh dear , I hope the small little carp company called nel hydrogen can cope with any type of questions on producing one or two electrolysers for that carp company called nikola corp FCEV !!!!

HAHAHA, iwantthatone, wonder just wonder if the CEO of NEL happened to mention at the opening of a 24 hour 7 day a week , FULLY AUTOMATED ELECTROLYSER FACTORY for ALKALINE ELECTROLYSERS ( afc now chasing as they look to try and figure out how to get in the game of alkaline electrolyser HAHAHA ) yeah 'that' factory that quote " will be shipping supplies to the 3 main clients in Q4 2021.

Clients being :-

NIKOLA CORP - 700 Fuelling stations $800m+
EVERFUEL ( TOYOTA wink wink ) - ALREADY SUPPLYING FROM THE FACTORY

&

IBEDROLA - €800 M contract and SUPPLY STARTED IN Q4 2021 !!!

Have wonder boys afc got a contract for €800m ?

This excludes the other 70+ deals that have been done for supply of units during 2022/23.

afc will still be thinking about alkaline electrolysers whilst NEL HYDROGEN will be actually CASHING IN.

Do good research invest and sit back. If your research is right buy the dips like I have, kerching.
By year end these cheap , small buys I have done will have mounted up.

Please DYOR ( proper ) research and try and understand A - how Nel stays under the radar but gains mega contracts B - the markets can still take your money even in the best companies.

Relax and breath Mr Major. Roasted totally iwantthatone.

"Well this just happened! Two of our #NikolaTreFCEV alphas took their first road trip from AZ to CA on a single fill with plenty of hydrogen to spare once we reached our destination. https://t.co/nZpowdm0Vz "

From the small little US company who need 700 hydrogen fuelling stations at a cost of US$800M +.
Tiddler of a contract ey iwnatthatone ?

“Koch is a significant investor in Standard Lithium, and we are excited to expand on this strategic relationship. Developing a market-based pricing off-take structure with KM&T at our South-West Arkansas project will allow the Company to benefit from the projected high prices for lithium chemicals in the coming decade and beyond,” said Robert Mintak, Standard Lithium’s CEO. “Additionally, the ability to leverage KM&T’s substantial purchasing and commodity trading capabilities to optimize the price, quality and quantity of reagents required to operate the plants in the future, which is meaningful both for financing these projects as well as their successful operation.”

A very good example of what the big companies are already booking in high costs ongoing to make product. Yesterday Standard Lithium & Koch released this news which clearly points towards Koch's ability to work with other partners to aquire products needed by Standard Lithium at a cheaper rate to full market value. They know prices will keep rising in the short term which could hinder progress of SLI as they go towards first US commercial production.

Great example.

I am a holder her and very happy to be so.

However, inflation is coming.

"Too much of a good thing...."

It is great that most metals are booming, but have a thought for the buyers and even further down the chain to the manufacture and supply of product.

Inflation of metal prices could go too high making a battery or electrical product just too expansive to make ? Then those industries that rely on employees and large factories , energy cost flying up adding to that cost.

People will be 100% posting if tin went to US$100,000PT that would be fantastic wouldn't it. Yet it could kill the buying dead. So like British coal years back. We had the best coal in the world but it cost too much = one big reason why the industry died.

I'd be happy to see less profit per ton but be able to get a long term contract of 10 years at a slighty higher rate than was factored in just 12 months ago.

It all sounds good , but we need a sellable price too.

Happy to have been buying monday & tuesday , just £2,000 each buy as I follow it down. Anything below NOK15.00 is a buy imho for those who can hold to 2024-25.

I STILL stand by my prediction from last year that was competely wrong unlike my others from last year, NEL was the only one not push the price it should be at of NOK45-50.00. I FULLY stand by that.

NEL hydrogen do hardly any promotion of the wins and supply they have done.

Just look at the number of contracts and supply from 2021 and in to 2022. Only about 30% appear on the NEL hydrogen website. They do not need to 'PUMP' their wins overly. They know just how big they are especially in the US with the US Government deals signed when Trump was in power and now even more special with Biden pushing the green change.

If you are in with both the democrats and republican parties then thats a big bonus. US Gov support.

Iwantthatone - wow amazing how nel which is so carp as you suggest because they are not worth the sp are 10% up as of the time and date I write. Even more amazing that little new boys afc are also up 10% ???

Maybe its the global markets rather than a specific company ??? Your original post was and has proven to be tosh within 24 hours LMAO hahaha.

Nel are as big a global hydrogen player as you can get. Other than Russia invading Europe and Denmark specifically , NEL are one hell of a buy.

Iwantthatone - utter rubbish fella.

Do some research. 6 months charts . AFC the love of your life is 50% down !!!

NEL, ITM, McPhy hydrogen along with AFC ALL DOWN about the same.

Look at the golden boys of lithium ? Exactly the same ALL DOWN from Nov around 30-50%. Thats lithium with shortfalls very well quoted.

Now look at inflation linked oil & gas.

BP & SHELL 6 month sp's WAY UP due to inflation.

You , my friend are clueless.

As for your tripe on NEL , lets just give the factory 12 months as the first 2 months from Oct/ Nov were slow processing of line programs as it is THE ONLY FACTORY IN THE WORLD to be an electrolyser producer and supplier.

How do you know where NEL currently stand ? The Q4 results , which do not include fully functioning factory will give a clue to just how many electrolysers are being supplied. A CLUE not full figures on full production.
They stated in Q3 that covid had effected supply due to transport , materials and staffing issues GLOBALLY.
So I would expect this to be the same as Omicron has hit us all since and in a major way.

NEL is as good a company that you will find - period !

Do some research and dont bother coming on here ****ging nel off when AFC have had a 50% drop too.
AFC look like a small bag of spanners company anyway, so i'd suggest you stick to them.

Me , I'm buying the falls each day and loving this extra chance to buy at half the price. By 2025 come back and tell me NEL is carp LMFAO you moron.

Good start , up BUT OZ got hammered last night so dont be fooled in !

vis u 2

Over smack tick

What will happen today with global markets ?

Fed up tomorrow and the huge Amazon, Microsoft , Google results this week .... Oh and the possible Russia v US war ?

These will overwrite any good news this week and possibly the next few ? Strap in.

Vulcan & Standard Lithium were at 15.00 in each of their currencies. Both golden boys , one safe country duristrictions with THE in demand metal and now both nearing 50% down ??? Go figure.

https://www.smh.com.au/business/markets/why-investors-are-selling-first-and-asking-questions-later-20220124-p59qu7.html

Vis extremely good point. Russia has nothing left to put pressure on the global threats than make waves / invade Ukraine. Putin is stamping his foot and the world is looking up now. Give him air and it will feed his confidence to carry on.
Buckle up.

"The chief Australian index which was expected to fall heavily on Monday in response to Friday’s lead from the US, experienced a gentler fall of just under 0.5 per cent. In part this was due to US futures gaining ground on Monday.

How the US market fares when it opens this week will be influenced by the results of several large players who are due to report their fourth quarters – including Microsoft, Tesla and Apple."

The psychology of investors, example Netflix last week Q4 beat expectations BUT higher costs, low sign up for streaming in 2022 = 20% drop. Fortesque Metals bought Williams Engeneering for the lithium batteries overnight = down 2% on market worries.
Good new does not protect in this new world we are in.

I notice Russia in the back ground headlines regarding the European oil supply. Any whiff of threat to this will see oil & gas rip up quickly stoking even more fears regarding energy prices = higher inflation very quickly.
As much as I want to say this is short term, just be aware of the longer feed through ie the price cap for energy is set around Feb 8th from memory. That locks in across the manufacturing production and retail sectors. Any action by Russia lasting in to next summer and Autumn could see this new high rate dwarfed by the next energy price cap.

Look at the last 6 months for lithium, hydrogen , tech stocks in general.
Look at Shell & Bp over the last 6 months.
Look at energy prices for the next 6 months.

That picture right now before anything else happens shows 2022 could be a very very tough year, even with good news.

My IG Australia holdings are all down around 10% since last Thursday midnight GMT time.

Also The Fed are up this afternoon with what will ve their first response to the current climate.
Hopefully not worrying but the markets this afternoon could tell a story for the rest of the year.

Fingers crossed for us all.

Back to the thread.

Brizzl

Brizzl

I look at sp, contracts, companies partnered with ( nels are including Hexagon Composites, Hexagon Purus, Hexagon Agility, Everfuel all spin offs so direct contacts in personel ), global reach, factory size and priduction capabilities ie NEL factory PEM in Wallingford US 3,500 + already supplied, Denmark factory and new THE WORLDS FIRST AND ONLY 24/7 FULLY AUTOMATED Electrolyser plant in THE WORLD.

No comparrison and first mover , historic pedigree advantage always goes to NEL.

Yet still down, bonkers to me. 2025 and this company will be amongst Shell BP and Exxon. Just you wait and see.

Hexagon Composites is a NEL HYDROGEN partner spun off from NEL.

The scope of the development contracts covers the complete hydrogen infrastructure systems where HYON will use Hexagon as supplier of the hydrogen pressurised storage tanks and Nel Hydrogen as supplier of the onshore hydrogen production and fuelling solutions. HYON will perform integration of hydrogen systems into turnkey solutions according to the needs of the project and the customer.