Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Hi MO, agree Nel would be a snip for big Oil. I'd love to understand what Clearstream bankings strategy is for Nel ( their biggest shareholders I think)
However the hydrogen produced by electrolysers isn't suitable for fusion I don't think
Major Oak… selfish I know but I too would ask you to reconsider. It’s unusual that so many holders/interested parties have taken the time to post all I may add unanimous in their appreciation of your research. I too share your view that this is way oversold. Hydrogen used to account for up to 40% of the gas mix in town gas and this is by far and above the easiest way to cut down emissions. However to get to 40% we’re going to need a lot and I mean a lot of electrolysers to produce that amount of green hydrogen. No company can be better placed to exploit this opportunity than Nel
Thanks Major, you have been a huge asset to the Nel chat. I too will be sorry to see you go and can only echo the sentiments already expressed. All hoping for good news on the 16th. My very best wishes to you.
Puzzled by this share. Barely moved last few months having trickled down from 33p (directors bought heavily at 30). Trading update pretty good and yet zilch. Business apparently going v well in USA. Has anyone any ideas why this has become such a damp squib
There's room for a number of electrolyser manufacturers. Back in may Barclay's began covering ITM, Nel and McPhy. It had overweight on the first two with £8.00 and 40.5 krone respectively and neutral on mcphy. I don't really know .
enough to suggest who has the best kit.
I would be ecstatic if we hit 40
Keep 'em coming Major Oak. This should fly. Patience will be rewarded. In fact things have only materially moved in News direction since we had highs of 35 krone. The geopolitics are also v favourable
Actually Major Oak... I think k the quality of your research is tip top. V interesting reading. I have investments in 2 start up hydrogen companies so enjoy your input ??