Member Info for RobinHood69

"Leading fertilizer company Yara plans to electrify fully its ammonia plant in Porsgrunn, Norway with the potential to cut 800,000 tonnes of CO2 per year, equivalent to the emissions from 300,000 passenger cars. Production from the electrified ammonia unit would be some 500,000 tonnes per year of green ammonia."
"In 2019, the company partnered with Nel to test Nel’s new prototype water electrolyzer technology at Porsgrunn. The capacity of the electrolyzer will be 5 MW corresponding to 1% of the hydrogen production in Porsgrunn. It is expected to be installed in 2022.

To make its vision of zero-emission ammonia production in Norway a reality, Yara is seeking partners and government support. Currently, the cost of green ammonia is estimated to be 2-4x higher than conventional product. If the required public co-funding and regulatory framework is in place, the project could be operational in 2026.

The project would eliminate one of Norway’s largest static CO2 sources, and would be a major contributor for Norway to reach its Paris agreement commitments. Yara aims to fully remove CO2 emissions from its Porsgrunn ammonia production and thereby produce emission-free fuel for shipping, carbon-free fertilizer and ammonia for industrial applications."
https://www.greencarcongress.com/2020/12/20201220-yara.html

"112 Siemens Gamesa 8 MW wind turbines installed on jacket foundations. The offshore construction of the projects will commence in 2021."

https://www.offshorewind.biz/2020/11/26/orsteds-changhua-1-2a-owfs-to-be-5g-ready/

Huge hydrogen project in Saudi, with Thyssenkrupp supplying the electrolysers. @@
https://www.gastopowerjournal.com/markets/item/11455-thyssenkrupp-supplies-electrolysers-for-huge-saudi-hydrogen-project

Just a read of the scale that some or looking for.
https://www.rechargenews.com/transition/gigawatt-scale-the-worlds-13-largest-green-hydrogen-projects/2-1-933755

Hydrogen Siemens Energy intend to supply Uniper Energy with grid support. Yet another big deal.
https://www.cabellstandard.com/news/18/siemens-energy-intends-to-offer-grid-services-to-uniper/

https://www.evwind.es/2020/12/18/siemens-gamesa-signs-10-year-service-contract-for-largest-senvion-wind-energy-projects-in-latin-america/78666

Tyson, sorry I am not in PHE. I know of it from my original research. I am not invested in every hydrogen share as 1,5,10% growth is growth. I specifically picked the strongest 5-6 in the sector , bought large and have topped up several times since March when sp's have dropped. Very happy with my structure , risk and global exposure.

There are a around 4 shares , away from hydrogen that I am kind of itching to buy, but the current brexit / covid / debt ridden world we live in makes me want a solid % in cash as back up and buying opps on any market sell offs. May even add to my current positions, but 2 of the 4 are my buys for 2021 expansion and I would really like to be holding soon.

Go too thin and big rises don't generate enough , but its all about personal risk reward. I want lower risk, solid companies, with buyout potential / JV with world majors and buy for me big.

Generally £20,000+ is worth the risk. PHE did not fit at the time.

Good luck on your holdings and enjoy the fun and hard money earned. Just don't lose it, that's the easy bit.

Todays markets could flip on a dime.

Good luck.

Toyota bets on Hydrogen and refuelling stations.
https://www.bloomberg.com/news/articles/2020-12-10/toyota-bets-on-a-hydrogen-future-with-new-fuel-cell-car

I too have a nice chunk of Hexagon Purus shares now. HL phone only to sell. I am actually waiting to add if I can.

Very much like Siemens, Siemens Gamesa & now Siemens Energy Hexagon will be a multi layered provider of energy and energy contracts. Nel is the head and Hexagon Composites and now Purus will get their share soon enough.
Enjoy and hold your freebies.

Andy, don't just read the posts on here, go listen to the NEL podcasts , link I posted today. Great info top people.
US looks more and more exciting. The podcast has one of the electrolyser scientists on based in Pronton OnSite, Wallingford Factory US and talks about the new 1 stack system kicking the energy needs in to touch which needed 5 in a stack ! The US Department of Energy tie up and the R&D being done with the US department sounds fantastic.
NEL right up at the top table in the US.
Good luck.

https://nelhydrogen.com/podcasts/

Ignore the company if you want , its the view that speaks volumes about those who invest in current hydrogen.

The future looks and sounds great.

https://nelhydrogen.com/podcasts/

Oil companies looking to use more and more of product that NEL produces going forwards. Remember the uptake away from fossil fuels will take around 10 years for critical mass. Oil and gas will still be drilled and supplied for hybrid engines and old school petrol diesel engines.

I also like NEL provide the tech support for refuelling and compression rather than a 3rd party pure tech company being outsourced to provide this.

10,000sq ft of floor space already.

Working with Orsted in Denmark. Great partner in a very proactive company / environmentally forward thinking Government so little kick back to proression.

I liked near the end the quote something like "It's about the product not just projects". They know they are being challenged to prove quality, reliability and long term solutions that work and are supported rather than the tick box project news type of companies that over promise.

Show you have the set up from build to support , show case it then sell it. = Expansion = increase in my share price.

Great open company. One of the best I hold.

3 days ago. To have a sole US Director for sales not just a Manager. So they are looking to expand business from early 2021 in the US ? A good sign of moving forward.
https://www.linkedin.com/jobs/view/2346525978/?referenceId=Q0tAExwXQQabyHVlYGgsMg%3D%3D

GaryGary, I was recomended that share by a previous CEO of Novo Carbon in Canada. It was one of his source feed stocks that had the 'right' kind of graphite. The key in this area is many say they have graphite but it actually is not the kind to go high grade, it can't because of the flake or grade. Just be careful in that industry and sector.
I was in it but there are only 3 companies I would buy tomorrow and would if needed. Only one is a mine.
Mining you have to watch regional tensions, government greed, weather issues, strikes as the company get wealthy.
Its a "mine" field literally. Spreading risk is one huge lesson I have learned over 10 years of my own SIPP.
You have the right company, just hope everything else goes your way. Graphene graphite is like hydrogen, its going to be used across the world. Research Teflon. That will be the impact, but better for the environment which is good.
Good luck GaryGary.

Thyssen starting to get hydro investors attention now.
1000MW already produced and involved with steel-hydrogen conversion ( steel is a big co2 footprint world gov's want off the press and publicity ) & Ammonia - hydrogen ( ammonia production another huge co2 footprint that gov's will pay good money to cut ).

Here NEL are getting ammonia deals, which should cover any short term nikola news BUT i still expect nikola contract by end of year so just 3 weeks. Maybe covid is slowing the progress now in the US with 250,000 new case today alone. Shame if it is. Sad for the US having Trump around at the start of it all.

Anyway, NEL will be a good long term hold just like Siemens Energy. Thyssenthrup will go big in 2021 as more investors get to know how they are cutting back other operations to get quickly in to more and more hydrogen projects. Its where the cash is going at the moment.

Saudi Arabia Pilot Contract.
https://www.rechargenews.com/transition/german-steelmaker-gets-government-backing-for-green-hydrogen-pilot-in-saudi-arabia-future-city/2-1-932139

Car bodies are being looked at with graphene coating as the complete wiring, power system with a much smaller solid state battery and as Mr Musk thinks , pumped up ULTRA supercapacitors on steroids regenerating all energy creation including heat from the sun warming the body of the car, solar and motion. Think this is fiction ?
I know Warwick and RR ( living in the Derby area ) are looking at this as a serious probability not possibility.
Very much like the new tech involved in mini city nuclear reactors that RR announced a month or so ago.
Amazing who you can meet on a public bus that passes R&D buildings?
Imho, go big with the big guys that have the cash ready to buy up all the start up new tech companies. The cash rich will look to gather market share just like the big tech companies have expanded in to virtually every area of our day to day lives.
China is my only worry really. When they go for a market they normally rip it apart and dump all over it until they have all the IP's in the bag and reach critical mass which puts entry points too high for most companies , so new start ups futures become snacks for these guys.
ITM have not made any announcement regards the factor let alone started making product from the new factory.
Plenty of upward room yet.
ITM will be fine as shares move from the swing traders who piled in 6 months ago to make it move up and down 25p a day. Thats just gamblers of AIM working the system. Rubbish to judge when to buy in.
It steadied by September so made it easier for those looking in or topping up.
Very happy to hold for first production figures and then assess the notes from the company as to the next move upwards.
Buyout by Shell , Linde ?

Everfuel Hydrogen and Nel to jointly develop hydrogen retail market in Norway.

https://lnkd.in/eE--WNS

Nel Hydrogen Fueling with world’s first OIML certification for hydrogen dispenser system

(Oslo, 11 December 2020) Nel Hydrogen Fueling has been awarded the world’s first OIML R 139 certification for a hydrogen dispenser system.

“We are proud to announce the OIML certification for our 700bar hydrogen dispenser systems, positioning Nel as the world’s first hydrogen fueling company to obtain this certificate. Hydrogen has the lowest density of all gases making it one of the most challenging gases when it comes to accurate mass measurement. Nel has fulfilled the very strict requirements listed in this standard for measurement accuracy. The certificate is acknowledged internationally and simplifies the national approval process, providing an important step for standardizing the global roll out of hydrogen infrastructure,” says Michael Stefan, Senior Director Product Management in Nel Hydrogen Fueling.

International Organization of Legal Metrology (OIML) provides recommendations for certifications and Nel has received a certification under OIML R 139, an international model regulation which describes how to build a hydrogen mass measurement system for hydrogen fueling stations.

https://www.renewableenergymagazine.com/electric_hybrid_vehicles/indiaa-s-first-fleet-of-electric-boats-20201214