The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
Glad to see you still posting occassionally, MO.
Hope wifey makes speedy recovery.
I hope you are right :)
Nel is obviously a highly capital intensive business. Will take a bit of time to ramp up revenue to get into mildly neutral EBIT territory. How long is a piece of string?
None of these "big contracts" will ever go solely to nel.
Too much of a risk for the customer, for the near future, based on an evident lack of large-project management experience. Nel will have to grow substiantially (300 odd employees?) in order to catch and fry those big fish.
I see consortiums, along with mergers of some sorts, in the near future get pieces of that big business action.
I posted on here a few day ago where somebody who replied was giving me the low down on the delta G's, so deffo a few chemists here i guess.
Anybody had a look at that H2Pro tech? Old news?
I checked the nature paper, seems to be simpler in some areas, complicated in others, in comparison to a standard PEM system. Looks to be less environmentally friendly, too.
Main benefit is energy consumption, however, those anodes look inherently expensive to make (durability?)
Any thoughts? Promising alternatives?
40 NOK would be great.
Nel is still along way from making money. Be nice to apply a useful yard stick of x MW per year to break even..if life were so simple. I hear scale up, i hear automation (majoroak keeps reminding us), what i am not hearing with nel is catalysis, ways to accelerate the reaction, Innovation. Maybe this is where H2Pro will come in?
Seems undervalued?
Earning per share healthier than nel.
Orderbook of 100+ Million...
Great insights - many thanks. McPhy is new to me. I'll have a look...
You touched upon benchmarking - difficult to get an easy to grasp overview of the performance ranges each company has to offer, for example, in terms of efficiency, if we take a common factor like kWh per 1 Nm³ H2. Maybe I'm barking up the wrong tree using this yardstick as a way of comparing things; other attributes like footprint, maintainence levels, costs etc. are more relevant..
Hello...
Nel has sucked me over the last year, currently at 12.5k shares - tempted to go further, full well in the knowledge that I'm very lob-sided, so my question is: spread the risk, get some ITM in the portfolio, too? Would be great to hear your take on the NEL Vs. ITM prospects...Cheers :)
According to Everfuel, renewable wind power will power the HySynergy Project, a so called PtX (power-to-X) plant, which AS Dansk Shell will incoporate into exisiting processes at the Fredericia refinery to either a) provide a source of power, as you mentioned, or, (b) using H2 directly in their synthesis routes (instead of getting it via gas reforming, indirectly) to reduce the CO2 footprint of their products; H2 being the reducing agent for several processes, e.g. hydrogenation of unsaturated C,H-intermeditates open to open up ethylene oxides (-> ethylene glycol), amongst several other product synthetic routes.
After the intital stage (building it this minute, as we know), later 1 GW on the cards from 2030-35 onwards.
I was gonna tweet nel and ask them, but maybe you know: 300 MW in electrolysers - where is the electricity coming from for that?
There was this Plan for a floating Island off the Coast, kitted out to Generate H2 using Wind...that's something else, i guess...
I do! Sure many others do, too! Very valuable insights..
Straight from the ceo horses mouth
https://twitter.com/jokle82/status/1486374563701301256?t=srr-Pj606ZfZNa-mcLagpA&s=19
Ill take that partially back:
https://twitter.com/jokle82/status/1486374563701301256?t=srr-Pj606ZfZNa-mcLagpA&s=19
Shame nel isn't supplying the Electrolysers to generate the H2 for the envisioned fuelling network...or have a missed something..
I was looking at the nel Homepage annoucements over '21. Turns out, on average a PO was announced roughly every 6 weeks, with 50% flex. As far as i can judge, orders go for around 500k per MW, with POs in excess of 5MW making SP shifts of any duration, before a corrective pullback. Probably going to see next POs announced 2/2022. But who knows..
Plenty of leads..what we need though is POs!!
Looking forward to it! Thanks for all the research..
Any ideas what to pair with nel?
At the min, im too lobsided on nel, have additional stock in speculative areas such as graphene, not exactly robust. I dont feel comfortable with my current one pronged nel or nothing strategy. Any ideas? Cheers!
@MA - can you please copy in a summary of the FT article here? (Subscription...)
Yes.. Topped up..
Interesting articles on Bloomberg recently on the topic of electroloysis. Anyone following the progress of Gates-backed Israel-based H2Pro?