George Frangeskides, Chairman at ALBA, explains why the Pilbara Lithium option ‘was too good to miss’. Watch the video here.
"NORWAY NEXT?
For now, Hyundai is relying on government tax breaks for fuel cell trucks and its own subsidises to help make them economically viable for its partners: the end users, filling stations and green hydrogen suppliers.
Hyundai's H2 Xcient trucks have a 190 kilowatt fuel cell and seven high-pressure tanks holding nearly 35 kg of hydrogen, giving them a range of more than 400 km - far further than heavy goods vehicles powered by electric batteries on the market now.
Hyundai declined to say how much its subsidies will amount to. Globally, the company is betting heavily on hydrogen with plans to spend $6.7 billion on hydrogen technology by 2030 and to increase its annual capacity for fuel cells to 700,000.
It is starting out with 50 H2 Xcient trucks but plans to put 1,600 on Swiss roads by 2025 and is looking to launch similar projects in at least two more European countries this year, out of Austria, Germany, the Netherlands or Norway.
In Switzerland, HHM, the leasing unit set up by Hyundai and Swiss startup H2 energy, has partnered with Hydrospider, a joint venture of H2 Energy with industrial gas maker Linde and Swiss power utility Alpiq.
Hydrospider is about to start producing hydrogen for 40-50 Hyundai trucks at a 2 megawatt (MW) electrolysis plant at Goesgen. Stefan Linder, a member of Hydrospider's board of directors, said as more H2 trucks go into service it would have to boost capacity to 70 MW to 100 MW by 2023-2025.
In preparation for launching hydrogen trucks in Norway this year, H2 Energy has formed a partnership with Nel ASA, Greenstat and Akershus Energi to supply green hydrogen. Hydropower provides Norway with nearly all its electricity."
worth watching: "Reuters reported Wednesday that CNH Industrial, the parent of Iveco, is in talks with China’s FAW about selling Iveco, which is Nikola’s manufacturing partner in Ulm, Germany, where the battery-electric Nikola Tre is in prototype build."
New money coming in for Nikola on the truck front in Europe where the Tre cab is being built to supply EU,US and now looking like CHINA ? Deal at the moment with NEL to supply hydrogen still in place ?
NIKOLA derampers suggestions of water shortages now sorted. Next ...
"The question of where Nikola would get water for its new plant in the Arizona desert is resolved. Water resource management company Global Water Resources Inc. signed a master agreement to provide water and wastewater services to Nikola’s new manufacturing plant in Coolidge. Like many issues with Nikola, this became fodder for Nikola trolls who suggested the company’s plant was doomed because it did not have a water source. Nikola manufacturing lead Mark Duchesne knocked that down in October, telling me that between site wells and negotiations with Global Water, the plant would be fine."
Standard Lithium to go in to full production in this quarter !
Imagine what that will do in a US that lists Lithium as critical.
In the article CLAYS are mentioned. Do your research on just HOW MUCH MORE EXPENSIVE CLAYS are to get to pure 99.99% lithium carbonate then processed to battery grade Hydroxides. Way more expansive to produce.
Standard Lithiums route to Lithium Carbonate does have costs but to attain the pure lithium carbonate brines only takes 24-36 hours from a well ! No huge trucks blasting rock and infilling , splitting out lithium from the rubbish in the clays at several different plants which all cost extra money and more expensively time ! Raging buy.
https://www.reuters.com/article/albemarle-nevada/update-3-albemarle-to-boost-nevada-lithium-output-as-electric-vehicle-demand-climbs-idUKL4N2JI2KS?edition-redirect=uk
NEL IBERDROLA partners soon to include the 3rd largest energy company @@ in the world @@
"Transaction merges two strategically aligned, premier companies to create a large, diversified national regulated utility and renewable energy platform with approximately $14 billion of rate base, more than 4 million electric and natural gas utility customers and more than 7.4 gigawatts of renewable energy assets
PNM Resources shareholders to receive $50.30 cash per share of common stock held at closing of the transaction
New combined company's largest shareholder will be Iberdrola, S.A., the third largest electricity company in the world and a leading global renewable energy company
Combined company will have a strong financial profile, a solid investment grade balance sheet and robust cash flow profile, supported by the unparalleled global resources of Iberdrola "
https://www.pnmresources.com/media/news.aspx
Hope no one sells up to 2000 shares ? Could put the kibosh on everything lol
Sharehunter , 2000 sell ? Thats pennies tbh.
NEL has daily trades of 500,000 to as you see 2 million in a single trade. I don't even look at trades on here, they are pretty meaningless.
NEL is not a start up nor a small company.
UK GOV, ORSTED, SIEMENS , IBERDROLA, SHELL, TOTOTA, HYUNDAI, EVERFUEL, HEXAGON COMPOSITES, HEXAGON PURUS, SAGA PURE, SAGA TANKERS, PROTON ONSITE US FACTORY, ENGIE, US NAVY , US NUCLEAR, ITAWANI , S KOREA Hydrogen consortium, YARA FERTERLISERS worlds largest ferterliser company. Is this important ? Ammonia has a huge CO2 Footprint and governments worldwide are investing Billions in to hydrogen and is one of the most wanted sources of hydrogen in the world ! I have directly invested in Yara who are working in Australia on one of the worlds largest ammonia hydrogen conversion hubs up in the Pilbara for 000's of tonnes of hydrogen to be exported to Japan , China, Korea. This project on its own is probably worth the current NEL share price alone !
The hydrogen hub in Port Los Angeles in combination with the hydrogen hub in Ontario to supply the whole of Canada and the US as a hydrogen network is set up by SHELL ITAWANI again once done will be worth above the current value of NEL share price.
2000 sell , chuckle chuckle.
Have a read at some of my links and you may get the idea that from NK8.00 to me still buying at NK32.00 hopefully indicates that NEL asa is one of THE best companies you could own shares in for the next 10 years.
I do not chase unicorns or rainbows, I learnt to relax and invest.
I tipped Talga, Piedmont and Standard Lithium at the start of this year 2021, all up around 20% and what's the date ?
All 3 are 5 year holds without much risk tbh.
Warrent holders cashing in = liquidity = TICK.
As I have just said the US did 20m in 1 day !
If you want to get to RIOT levels you have to give a country the size of the US the chance to buy, but the larger investor wants more than £5,000 ?
Once thd UK markets close it has been shown demand has nothing to buy other than profit takers selling Stateside.
If they traders in the US sell out in the US end of day, there will be very little freefloat on Monday am and certainly hardly anything for bug buyers once the listing RNS drops in the US around 1pm.
Today really was about if we got full notice of listing at 1pm and how many UK investors would take profits after such a huge week. The temptation must be huge with such big profits being made.
I am just hoping not too many offer the US shares late in to the UK close and reduce the pressure on share availability rather than build it.
Heyho, not my money. The sp will look after itself once listing is fully confirmed.
Have a good weekend all.
Chuckle chuckle they are now attacking London , pressure drop to create more sellers over here now !
THEY NEED OUR SHARES.
Short of shares Stateside now ! Chuckle chuckle. Sp being shaked as per UK first thing. Estimate $US1.90-2.00 Close.
With 4.5m & 4.5m being issued. US volume yesterday was 20m today in 45 mins 4.5 m traded.
Soon they are going to be on the open market and buying London imho ready for US Monday. From around 3.30p UK I guess we could see our price action ?
Investor95. If you hold RR ( my town ) you should be holding Versarien ? What RR are testing at the moment will blow your brains. When not furloughed I get on the bus by a little old red brick building. Only a few know that it is probably one of the most important buildings in the UK if not EU. R&D and several guys over the months get on my bus. Sometimes its not what you know but who.
My biggest holding by far is NEL asa Hydrogen. Up near 50% in the last 16 days. Solid Norweigen company who are working with the biggest and best. Have at look at the forum, basically its me on my own. £2.70 apprx UK N Korona NK35 ish. £2.70 v ITM £5.90 v Ceres £14.50.
Absolute no brainer. DYOR though its only a suggestion to look. Apple hydrogen car as Nel have a desl with Hyundai to supply trucks with hydrogen and Tesla factory are the rumour today. Tesla will need cheap energy for a possible norway factory #2 in EU. DYOR. Oh BP may be sniffing too.
This moment in time I see 80-90% of the sp rise as US listing. Pure dragging of London stock provided by sellers going straight over to the US.
Question is how many shares will fill the majority of US interests ?
When will the US be at a level when they can fill US orders pretty much from US sellers only ?
Once this aquisition level on the US side is achieved then the sp should become much more stable.
I understand the higher BTC the better for the bottom line, but it is not anywhere near the pull of the demand of that new full listing. The sp here has pretty much risen on US rns , where BTC was already rising and before the rns. It is clear to me the BTC rate at this very specific time in Jan 2021 and in to Feb is the cherry on the cake but nowhere near the pull many think it is or should worry about.
HYDROGEN APPLE CAR & HYUNDAI ?
https://uk.finance.yahoo.com/news/hyundai-shares-soar-apple-car-081256853.html
NEL have MoU with Hyundai Xcient Truck fuel supply...
Tesla & Panasonic Norway battery plant ?
https://europe.autonews.com/suppliers/tesla-supplier-panasonic-mulls-norway-battery-plant
HYDROGEN? Tesla & Panasonic Norway battery plant ?
https://europe.autonews.com/suppliers/tesla-supplier-panasonic-mulls-norway-battery-plant
NEL HYDROGEN contrast ITM Power’s (OTCPK:ITMPF) new facility in Bessemer Park, touted to be the largest of its kind when introduced just last year, will have a production capacity of up to 1GW. NEL to have 2GW , so DOUBLE the capacity !
"With 3,500 hydrogen systems deployed worldwide, Nel manufactured electrolyzers boast the largest capacity in the world totaling more than 80MW (over 2,600 have been delivered by Proton OnSite which Nel acquired in 2017). This means that the company is presently responsible for >32% of the global capacity. In the fueling segment, its existing mega-facility in Denmark produces more than 300 hydrogen stations per year."
https://seekingalpha.com/article/4378875-multiple-tailwinds-underpin-positive-outlook-for-hydrogen-specialist-nel
"Nel’s strategic investments will also allow Nel to deliver larger projects and earn substantially higher contract revenues. For instance, Nel holds a framework arrangement with Lhyfe Labs SAS to manage recurrent orders: in March for EUR1 million and another in April for 20 additional electrolyzers. NKLA is another key client/partner: since 2017, Nel has received three separate orders from NKLA, including a multibillion PO for 448 electrolyzers. As a result, Nel’s order backlog which stood at NOK512 million at end-2019 expanded to NOK1 billion by Q2 this year."
NOK from 512m to NOK 1 BILLION @@. Just in 1 year !
NEL HYDROGEN have the plant that will be capable of producing around 36,640 electrode plates every 24 hours, which is equivalent to 160 electrolysers providing 1 tonne of hydrogen, which in turn is equivalent to 2.2 MW each. Electrode plates are sent straight out to customers, together with a diaphragm that they buy. And the electrolysers are installed on site on customers’ premises.
Once open next year the Heroya plant will be best in class and a true world leader.
Hyundai HYDROGEN Fuel Cells & NEL ASA involvement.
This company is way underestimated.
https://i.stuff.co.nz/motoring/121570510/the-history-of-hyundai-and-hydrogen