Member Info for MajorOak

NEL HYDROGEN spin off WINS yet more business. Hydrogen needed to supply the fleet , teehee.
"Hexagon Agility, a subsidiary of Hexagon Composites, has been awarded an order for SMARTSTORE™ Mobile Pipeline® units from major heavy-duty fleet in North America. The SMARTSTORE™ units will be used to refuel the growing fleet of clean and renewable natural gas (CNG/RNG) vehicles. SMARTSTORE™ units are designed as lightweight and space efficient gas transport modules approved by the US Department of Transportation (DOT) and the American Bureau of Shipping (ABS).

The contract represents an estimated value of USD 7.2 million (approx. NOK 64 million).

Hexagon Agility has also received orders for RNG/CNG fuel systems from the same heavy-duty fleet customer for delivery in 2022.

Total orders received to date for delivery in 2022 represent an estimated value of USD 32.1 million (approx. NOK 285 million).".

USD 32.1 million firm orders now fill. Nel Hydrogen will be the named supplier I would expect as it holds a large % of Hexagon Composites the original spin off from Nel. Then Hexagon Agility is the remote vehicle supply unit that will enable hydrogen power to be supplied to places which are not fixed sites ie oil/gas drill site where the drill will be removed but still needs 2-6 months of power. Construction sites will be another good example.

Basically anywhere a portable back up diesel unit was needed , cleaner hydrogen units will make up the fleets.

NEL HYDROGEN spin off WINS yet more business. Hydrogen needed to supply the fleet , teehee.
"Hexagon Agility, a subsidiary of Hexagon Composites, has been awarded an order for SMARTSTORE™ Mobile Pipeline® units from major heavy-duty fleet in North America. The SMARTSTORE™ units will be used to refuel the growing fleet of clean and renewable natural gas (CNG/RNG) vehicles. SMARTSTORE™ units are designed as lightweight and space efficient gas transport modules approved by the US Department of Transportation (DOT) and the American Bureau of Shipping (ABS).

The contract represents an estimated value of USD 7.2 million (approx. NOK 64 million).

Hexagon Agility has also received orders for RNG/CNG fuel systems from the same heavy-duty fleet customer for delivery in 2022.

Total orders received to date for delivery in 2022 represent an estimated value of USD 32.1 million (approx. NOK 285 million).".

Nel Hydrogen : Receives purchase order for alkaline electrolyser system
(Oslo, 24 December 2021) Nel Hydrogen Electrolyser AS, a division of Nel ASA (Nel, OSE: NEL), has received a purchase order for an alkaline electrolyser system from a new, European customer. The value of the contract is approximately EUR 3 million.

“Nel has received a purchase order for an alkaline electrolyser system from an undisclosed, new, European customer. The purchase order has a contract value of approximately EUR 3 million and the equipment is expected to be delivered in 2022, with the first hydrogen production in 2023. The electrolyser will produce hydrogen that will be mixed with natural gas for combustion in a rotary kiln” says Raymond Schmid, VP Sales and Marketing EMEA.

Nel Hydrogen Fueling, the Norwegian specialist booked a purchase order for multiple hydrogen fueling station modules to be delivered to a site in the US. The order is valued at over USD 6 million (EUR 5.3m), Nel said.

The customer is described as a “US-based fuel supplier” and was not named in Nel’s press release.

The company will supply its proprietary H2Station units for this project, and do the manufacturing and installation in 2022 and 2023.

Also on the 24th Dec. These guys just dont stop infact they are just getting started.

7m @ 16.02pm after Norway closed again and again finished up on the end of trading. Big chunks being bought.
Q4 in early Jan. 4 trading days until Dec 31st. I think results will be around 10-15th Jan.
That will be the very first period when Heroya has been on initial operations with tweaks.
Should provide some very interesting information.
Q1 2022 early April will see spring blooming and the seeds planted in mid winter shooting through.
Got to be one of my 3 tips for 2022. 2021 did and didn't quite happen, but thats not my fault people do not how to invest and not rush to the next rainbow.
If you hold, HOLD.
If you are open minded , I'd say with a fair wind NK30+ should be hit. Yes I fully expected NK45-50.00 by year end BUT with Covid coming back and tbh a very quiet Nel on the pr front it has not hit the mainstream. The herd are missing Nel as Nel don't seem to want to shout it from the roof tops unlike some. I find and post 80% of the stuff I find as I find it. Some I keep back when my work deserves paying with cheap shares. As my thread you might eant to be in before christmas shows my confidence to Q4 results and associated company news coming in.

Sat 18:12

As I said last Sunday ....
https://renewablesnow.com/news/norways-nel-books-orders-for-h2-station-electrolyser-767097/

NIKOLA CORP US supply started Nov.
EVERFUEL EU - DENMARK & GERMANY supply started.

IBEDROL SPAIN - ammonia €800m contract supply should be starting Q4 so only 3 trading days left of Q4. News soon even if covid Omicron has delayed things in the EU.

Massive projects + all these extra orders of supply being activated on top !

NEL HYDROGEN & NIKOLA CORP TRE HYDROGEN.
PROGRESSION @ Port Los Angeles that we have heard nothing about with SHELL & TOYOTA HYDROGEN...CEO said NIKOLA electrolysers 1st up for supply back in Oct/ Nov to start delivery in the US.

YOU MIGHT WANT TO BE IN VERY SOON Q4 results v early Jan. In before Christmas would be my complete guess.

"While the majority of those trucks are in the testing phase, much of that testing has been happening at the Ports of LA and Long Beach, including Volvo Trucks North America’s VNR battery-electrics, Daimler Trucks North America’s e-Cascadia and Kenworth, which has been operating a ten-truck fleet of semis powered with hydrogen fuel.

There are currently 16 zero-emissions projects operating the Port of LA, according to the port’s environmental specialist, Jacob Goldberg. Those include a partnership with Toyota, UPS and Shell, which is building hydrogen fueling stations at the port and in Ontario, near the warehouses those trucks service."

NEL HYDROGEN - one to watch for news Haldor Topsoe. Just saying who they own may be of interest!
https://nelhydrogen.com/press-release/nel-asa-signs-mou-with-haldor-topsoe-for-delivery-of-end-to-end-green-ammonia-and-methanol-solutions/

Nel hydrogen BULK HTDROGEN ... Los Angeles Port .... ?
https://www.ul.com/news/accelerating-growth-ul-certification-h2station

Old link to old news but completely relivant from today onwards....port los angeles B U L K.

MARINE
HAULAGE
EV

B U L K

Nel Hydrogen : Receives purchase order for alkaline electrolyser system
(Oslo, 24 December 2021) Nel Hydrogen Electrolyser AS, a division of Nel ASA (Nel, OSE: NEL), has received a purchase order for an alkaline electrolyser system from a new, European customer. The value of the contract is approximately EUR 3 million.

“Nel has received a purchase order for an alkaline electrolyser system from an undisclosed, new, European customer. The purchase order has a contract value of approximately EUR 3 million and the equipment is expected to be delivered in 2022, with the first hydrogen production in 2023. The electrolyser will produce hydrogen that will be mixed with natural gas for combustion in a rotary kiln” says Raymond Schmid, VP Sales and Marketing EMEA.

Nel Hydrogen Fueling, the Norwegian specialist booked a purchase order for multiple hydrogen fueling station modules to be delivered to a site in the US. The order is valued at over USD 6 million (EUR 5.3m), Nel said.

The customer is described as a “US-based fuel supplier” and was not named in Nel’s press release.

The company will supply its proprietary H2Station units for this project, and do the manufacturing and installation in 2022 and 2023.

Also on the 24th Dec. These guys just dont stop infact they are just getting started.

Standard Lithium - link via Koch SPF Industries ?
Note the question over T. Next state along for lithium supply.
"Battery backup storage is a relatively new application for lithium-ion batteries, Barron’s says, but some companies are already making inroads. It points out that Tesla‘s battery storage business generated $806 million in third quarter sales out of total sales of $13.8 billion. That’s a small percentage today, but Elon Musk has said he expects energy storage to be as important to the long term profitability of the company as building electric vehicles.

Clearly integrating renewable energy into the electrical grid will depend on energy storage techniques, whether mechanical, pumped hydro, or batteries. It will be interesting to see who Freyr’s customer for that 31 GWh of batteries turns out to be.

https://kalkinemedia.com/uk/stocks/lithium/bacanora-bcn-to-delist-from-lse-whats-next-for-retail-investors

Cornwall will now be in the US v China v Russia ( Russia ???? Huh ? ) hairlines.

US are fav by a way , but genuinely do not write off the influences that China hold over the world supply chain and the demons that work within Russia.

People laughed at me openly on emh. Vulcan have had 3 offtakes , emh zero yet emh deposit is truely huge. It makes no obvious sense, but once you know how CZ works behind the scenes, yes the election was won by pro EU party, but thats just kicking the wasp nest ! Why has the election not seen a flood of investment in to the now "free" CZ and Cinovec mine ?

Answer - Russia wants the deposit unfair and square. Russia never goes away because it lost a public election. They can poison people they do not like in Salisbury and globally get away with it. They will take the Ukraine, nobody can stop them. They are uncontrollable , the more pain we inflict via restraints the more we simply kick that nest.

Times are coming where we have to pick which side we are on, fingers crossed the US have our backs because Boris is a numpty and clueless. I was generally in support of him investing in uk companies, but is it all promises and the covid debts mount up, inflation begins to grow and we all feel poorer in time. Things can change very quickly.

Just hope Biden can keep breathing or somehow put Trump away because in 2 years time Trump will be back in power then our allies may well change again.

Not a healthy out look tbh. Heyho.

Happy Christmas to everyone.
Hope you all had a wonderful & safe time.
Tyson all I will say is "£appy New 2022".

I note Bacanora is being delisted , so just be careful what you wish for in 2022. I noted 2 years ago more companies left or merged the 500 than were new or joined.
With world debt extremely high , global lines being drawn weekly and many sectors being crushed by cvd and anti anything social media driven garbage there are only a few sectors where funding will look safe to pay back a return.

Cornwall and the UK are truely blessed with geology that is deep deep deep within the Cornish peoples souls.

Good luck to all those who have had decades of underinvestment, being over run by 2nd home owners ( a real community killer ) and one of the most beautiful areas in the world which is taken for granted way too much. My hope and one reason for investing in a UK company ( Cornwall ) is that billions get spent to support those true Cornish people with jobs and a good chunk of wealth going directly to the businesses and council support schemes which in time may hopefully help those displaced by overbloated house prices, lack of jobs and a general fair crack of rebalancing.

I'm in the lower north and its s@#£t that all the big money stay in the South East.

I've a guy that lives in my tree at times, Mr Robin Hood, lovely bloke. Weird thing is he keeps leaving bags of gold in my hollows and then for some reason seems to simply give the bags of gold to those who are down on their heels.

With a tough 2022 coming I hope what I learn from Mr Hood , I can pass on and we can all make money and better our own lives.

A genuine good luck in 2022 and christ we will need all the help and luck we can get.

https://www.ul.com/news/accelerating-growth-ul-certification-h2station

Old link to old news but completely relivant from today onwards....port los angeles B U L K.

MARINE
HAULAGE
EV

B U L K

As I said last Sunday ....
https://renewablesnow.com/news/norways-nel-books-orders-for-h2-station-electrolyser-767097/

NIKOLA CORP US supply started Nov.
EVERFUEL EU - DENMARK & GERMANY supply started.

IBEDROL SPAIN - ammonia €800m contract supply should be starting Q4 so only 3 trading days left of Q4. News soon even if covid Omicron has delayed things in the EU.

Massive projects + all these extra orders of supply being activated on top !

Nel Hydrogen Fueling, the Norwegian specialist booked a purchase order for multiple hydrogen fueling station modules to be delivered to a site in the US. The order is valued at over USD 6 million (EUR 5.3m), Nel said.

The customer is described as a “US-based fuel supplier” and was not named in Nel’s press release.

The company will supply its proprietary H2Station units for this project, and do the manufacturing and installation in 2022 and 2023.

Also on the 24th Dec. These guys just dont stop infact they are just getting started.

Nel Hydrogen Fueling, the Norwegian specialist booked a purchase order for multiple hydrogen fueling station modules to be delivered to a site in the US. The order is valued at over USD 6 million (EUR 5.3m), Nel said.

The customer is described as a “US-based fuel supplier” and was not named in Nel’s press release.

The company will supply its proprietary H2Station units for this project, and do the manufacturing and installation in 2022 and 2023.

Port Los Angeles ?

Brilliant. Even with full tummy and a bit of a hangover coming, that was quite fun.

Imagine what Heroya Electrolyser plant is capable of when it all looks so simple ?

Good times are coming