Member Info for RobinHood69

https://www.google.com/amp/s/seekingalpha.com/amp/article/4388598-latest-developments-show-clear-roadmap-to-energy-storage-becoming-50-of-tesla-revenues

Tesla need rock spodumene.

Ignore as not NEL. Nor is it financial advice.

Tip only.

Piedmont ASX & NYSE, Hargreaves platform.

I have been watching this share for 5 years. I studied the Cinovec lithium domed complex in Czech / Saxony Germany and ran all the stats on that mine going back to when it originally was valued at 8p and went on a run to 85p. The only reason I left my large EMH investment was the Czech gov gave the licence and once Babis became the new Priminister, targeted the company to stopbitvmining and now it has ceeded control to a pro-russia bunch of chancers.
At the same time I ran the drilling models on Piedmont mining pre 1970's. This mine has historically supplied the world prior to Australia opening lithium mining in the 1980's and massively increased since.
Lithium prices are at near low's, BUT Mr Musk needs to pretty much buy the worlds production of lithium currently to cover Tesla's needs. CATL, PANASONIC, SAMSUNG, BYD, SK and many more companies are funding supplies are not funding the investments needed at lithium lows. Many mines cannot do open cast , Cinovec Czech / Saxony cannot due to being under the village and across borders with Germany.
Piedmont currently holds the only historical AND proven data sets for 'rock' spodumene in the US ! Albamerle is within 100 miles filtering off brines inc lithium salts from the making of Bromides.
Tesla has signed an MoU for offtake and "WANTS" the mine operating by 2022, Tesla has no choice, Piedmont is now under Mr Musks renowned pressure to achieve. It will.
They know they have tonnes of rock lithium, I know roughly how much more + the opening of the seam further and adding another new 'old' seam to the planned processing plant in time. If you go back through the geological records it is possible to come to a reasonable estimate of actual tonnage. I wanted to see the recent rise stay in place before suggesting anything due to the Tesla news PR and combined with Bidens green credentials. Today saw the wobble but it has pulled up nicely. Along with Albamerle who have also hit year highs , especially with the US presidential news.

For those with time of 24 months there is only one way Piedmont is going. Obviously every share has its dips, but news very soon of drilling, DFS ( Definitive Fesability Survay ) which it will easily have funding for, local support for jobs and Tesla riding it hard to hit every target !

A very off the radar mine but trust me, you want to own a piece before the masses come in. Plenty of news flow to come even in the first 6 months from now. The bounce today confirmed 'buy' suggestion.

Please DYOR. Do not trust anything I say !!! Do the hard yards and see if I am wrong. If so then please tell me.

Kind regards to all Nel readers sorry to be off topic but those bought this sub NK14.00 , Piedmont is another.

Nel and Kvaerner worked together , now Aker Solutions another Norwegian company have bought them out.
Wind, Offshore, Carbon Capture all in NEL's remit for supplying engineering and hydrogen solutions....
https://www.prnewswire.co.uk/news-releases/new-aker-solutions-will-accelerate-the-transition-to-sustainable-energy-production-844541506.html

I think quite a few platforms do not offer Bors Oslo as seen by a post today.

If you are new here I predicted in June somewhere around NK24-28 by year end hopefully. I wobbled a couple of times and suggested buying points of NK14-17 would be possible and I waited through those dips, buying anything I could finance below NK 17 and lower.

I think the PR that will come with the Nikola Corp fuelling stations announcement will really help and even more so now Biden won the Presidency. One big hurdle for the markets. Tick and done. Although Nikola Corp have a shorter ( same tact tic as the Tesla haters ) I feel the fact NEL are simply to provide the fuelling stations with electrolysers de-risks to a big degree the Nikola court case.
They are needed and even if Nikola get knocked off track by a year they most certainly will still need the hydrogen for their projects.

NEL is easily my biggest holding, in a country with good laws, good Exchange unlike AIM bandits and de-risks again the big 'B' coming down the tracks.

I love the Siemens Gamesa position at the moment , having spun off Siemens Energy BUT holding a 60% position and Siemens Energy being new are bringing in a fair few contract just like NEL, with Siemens Gamesa gaining from the retained holdings. Gamesa also is right in the ball park for Wind budgets worldwide so again another de-risk.

Anyway, I hope you can hold and enjoy the ride.

I see no reason why by 2022 the sp should not have doubled ? The order book in May/ June just 4 weeks went from £40m to £95m approx. In 4 weeks @@. Much more to come here.

Oh, the Heroya plant will be the other big sp shifter going from 1MW to 2MW with virtually no extra cost @@. Beautiful and efficient , the Norweigan way.

Everfuel, Hexagon Comp and now Pure will expand with NEL as the main partner. Also the company in France and Proton OnSite already producing 3,000+ electrolysers for US clients. This is no start up company, but just a whole new industry jolting from will it ? to yes it will and we need it yesterday. 2021 should be great fun.

Nel Hydrogen U.S., the U.S. subsidiary of Nel ASA (Nel, OSE:NEL), has received a purchase order for a 1.5 MW PEM electrolyser from a large industrial client in the US.

Hahaha, about the only thing I hadn't.

Sorry to everyone ( few ) who do look in here, but the last 6-12 months have left so much news related to the progresses and contract wins for Nel , I thought as Hydrogen was a news story of the day I'd highlight all the potential news flow streams up and coming in the short term.

Compared to many smaller hydrogen specific investments , NEL's order book, geological spread and consistant winning of new business is so very impressive.

Yet another supply win today.

Nikola Corp within 6 weeks for US fuelling stations. 488 electrolyser ordered, but probably just a few stations to start ready fior Nikola Corps long haul truck testing in Q1 Q2 2021 so 6 months to build. Great PR coming for that news.

US nuclear site to be named inwhich NEL are working to help convert some energy to hydrogen, any day.

Korea HyNet want 100 electrolysers by 2022. They will be ordered for delivery by 2022.

Ceres sp £7.80p v NEL £1.90 ???? Bonkers

HYDROGEN Must read ! The most recent chat with the CEO of NEL who expands GLOBALLY the reach that NEL already has.
https://seekingalpha.com/article/4370918-nel-asas-nllsf-ceo-jon-lokke-on-q2-2020-results-earnings-call-transcript

" 2-gigawatt of capacity. So that’s a positive news.". CEO NEL

2 months ago, so current - A MUST READ !!!

https://seekingalpha.com/article/4370918-nel-asas-nllsf-ceo-jon-lokke-on-q2-2020-results-earnings-call-transcript

NEL HYDROGEN Partners :- recomended

HEXAGON Composites Oslo:- HEX they buy the electrolysers holding a 60% stake in HEXAGON PURE they now buy electrolysers from NEL.

HEXAGON PURE - pure energy now still a Nel partner

EVERFUEL :- Danish now contract with NEL - NEL spin off - to buy electrolysers from NEL

EQUINOR - UK Hull project using NEL electrolysers.

POWERCELL :- Oslo: PCELL buy NEL componants and electrolysers.

Olso: NEL Hargreaves Lansdowne I buy with and IG for ASX Australia

UK HUMBER HYDROGEN - NEL Electrolysers
https://renewablesnow.com/news/equinor-leads-clean-hydrogen-plus-ccs-project-in-uk-705417/

NEL US Hydrogen - Berkeley, California-based Opus 12 under a Joint Development Agreement to build a modified electrolyzer using a new family of CO2-reducing catalyst. This new system can bolt on to any source of CO2 combined with water and renewable electricity to produce carbon-based products and pure oxygen. This new technology can address over a $65-billion market by 2025 and can reduce over 10% of the world’s CO2 emissions. Nel expects this technology to become commercial over the next few years.

https://www.chemengonline.com/green-hydrogen-gains-ground-in-chemical-process-industries/?printmode=1

NEL & ROYAL SHELL Refinery project in Denmark. From Dec 2019 , so progress news to come.NEL working with Shell on Hydrogen supply @@.https://nelhydrogen.com/press-release/press-release-everfuel-awarded-grant-for-the-establishment-of-a-large-scale-hydrogen-production-facility-in-denmark/

In August 2019, Yara International A.S.A. and Nel Hydrogen Electrolyser, a subsidiary of Nel A.S.A., entered into a joint agreement for the manufacture of low-carbon footprint fertilizer. The Research Council of Norway, Innovation Norway and Enova funded this project via the PILOT-E programme.

The type segment includes nitrogen stabilizers, coated & encapsulated, and slow-release. The nitrogen stabilizers segment is forecasted to dominate the market with the largest share globally because of its widespread adoption, viable purchase price and the non-agricultural use of urease inhibitors & nitrification inhibitors in developing countries. However, the slow–release segment is anticipated to grow the quickest during the forecast era due to its effectiveness in warm regions like the Mediterranean and South-West U.S.A. The application method segment includes fertigation, foliar application, soil, and others. The fertigation segment is expected to hold the largest share of the market thanks to reduced labour costs and reduced time. This technique increases efficiency by mixing the fertilizer directly with irrigation water itself. The end-use segment includes agriculture and non-agriculture. The non-agriculture sub-segment is projected to dominate the market with the largest market share as the use of controlled-release fertilizers on ornamentals and turf has been high in the U.S. and Europe. The demand is increasing due to many properties provided by these fertilizers.

ACCESS FULL REPORT: https://www.fiormarkets.com/report/controlled-release-fertilizers-market-by-type-nitrogen-stabilizers-coated-418062.html

NEL/NIKOLA 1000 MW of electrolysis (448 electrolyzers) and associated fueling equipment to
Nikola.

Exelon Generation received a conditional DOE cost-share grant in October 2019 that was finalized in April to install a 1-MW scale polymer electrolyte membrane electrolyzer and supporting infrastructure at one of its nuclear plants. The three-year project's budget is $7.2 million, with the utility and DOE splitting the cost. The unit could be operating by 2023, Greenlee said.
U.S. DOE H2@Scale Program

Apart from the Office of Nuclear Energy, DOE’s Office of Energy Efficiency and Renewable Energy (EERE) is also advancing nuclear hydrogen production through the H2@Scale program. H2@Scale facilitates research and development projects of hydrogen production, transport, storage, and utilization to increase revenue opportunities in energy sectors. The program is operated as a framework for laboratories and industries to work together through government co-funded projects to accelerate the early-stage research, development, and demonstration of applicable hydrogen technologies.

One project under H2@Scale involves FCHEA member Nel Hydrogen U.S. and its partnership with utility Exelon. The partnership is set to demonstrate a hydrogen production facility at a nuclear plant to allow for dynamic participation in an organized electricity market and in-house hydrogen supply.

http://www.fchea.org/in-transition/2020/5/11/using-nuclear-power-to-produce-green-hydrogen

HYDROGEN Liquid Wind project, which is underway in Sweden. In this project, wind power will be used to split water into hydrogen and oxygen using electrolysis, then CO2 will be captured to react with the hydrogen to produce green methanol or eMethanol. The project consortium (consisting of Axpo, COWI, Carbon Clean Solutions, Haldor Topsoe, Nel Hydrogen and Siemens) will combine their expertise and technology to produce liquid, carbon-neutral fuel from captured carbon dioxide (CCU) and green hydrogen (from renewable electricity). The project is supported by a €1.7-million investment from EIT InnoEnergy and is a significant milestone in meeting growing demand for renewable fuels to enable more sustainable transportation. The consortium is currently designing the technology integration for the first facility, which is located in Sweden and expected to begin manufacturing eMethanol in 2023. Each facility will produce 45,000 metric tons (m.t.) of carbon-neutral fuel per year.

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

Hydrogen Co NEL £1.65p approx , ITM by comparrison £2.85p and rising too.
Nikola Corp deal in excess of US$30M is bringing BIG attention here @@

100MW of electrolyser capacity will be needed for this mine alone, representing an attractive new market opportunity," says Henning Langås, Sales Director of Nel Hydrogen Electrolysers. "

https://www.businesswire.com/news/home/20191210005907/en/Nel-ASA-Receives-Purchase-Order-3.5-MW