Member Info for RobinHood69

Q4 2020. Biden win and this could and should now get pretty exciting. Oh throw in a vaccine by December...

https://www.prnewswire.com/news-releases/nikola-executing-strategy-and-vision-to-deliver-innovative-technology-energy-and-transportation-solutions-301141793.html

I live in Derby. How do you think I know it is FACT ?

Come on , wake up sunshine lol

Don't expect industry to capitulate , Rolls Royce ARE bring them to market. Fact. Ok so you don't like the "old" nuclear powerstations, I get it. This however uses technology only just being used so is way way way more efficient. Like looking back 10 years at the hydrogen industry and saying it is tge same now ??? I don't have a problem as long as we are not relient on Russian imported fuels.
Anything that makes the UK self sufficient will do me and our kids a favour. I'd suggest you get used to the idea.

https://www.newcivilengineer.com/latest/2bn-fund-earmarked-for-16-mini-nuclear-power-stations-09-10-2020/

HYDROGEN CONTRACT 2. Hahaha. See !
Moving SO fast.

"Hexagon Purus has signed a contract with Stadler Rail to develop cylinder storage system for the first hydrogen commuter train in the U.S.

The contract includes the development and homologation of a new cylinder and tank system to be approved in the U.S. The train will be built and tested in Switzerland and other European locations, then transferred to California in 2023.

“In the midst of the climate crisis, the demand for solutions that help reduce emissions across transport industries is growing rapidly. Hydrogen-powered trains are a smart solution to reduce local emissions without incurring the high cost of electrifying the tracks,” says Michael Kleschinski, Executive Vice President of Hexagon Purus. “We are pleased to help with the further development of the infrastructure need for this ground-breaking move in public transit.”

About the market

Replacing diesel trains with hydrogen-powered trains is an innovative way of reducing local emissions on train lines and to reduce the overall emission of harmful substances and greenhouse gas. It does not require massive track overhauls.

Driving energy transformation

Hydrogen is a clean and safe energy carrier that can be used as fuel for power in numerous applications. Hexagon Purus’ lightweight, durable all-composite Type 4 pressure vessel technology serves a wide range of mobility and storage applications in the hydrogen industry. This contract represents the second hydrogen rail project that Hexagon Purus has supported since the introduction of the world’s first hydrogen powered commuter train in 2018.

Timing

Hexagon Purus’ storage system is due to be delivered in the fourth quarter of 2021."

HYDROGEN CONTRACT 2

"Hexagon Purus has signed a contract with Stadler Rail to develop cylinder storage system for the first hydrogen commuter train in the U.S.

The contract includes the development and homologation of a new cylinder and tank system to be approved in the U.S. The train will be built and tested in Switzerland and other European locations, then transferred to California in 2023.

“In the midst of the climate crisis, the demand for solutions that help reduce emissions across transport industries is growing rapidly. Hydrogen-powered trains are a smart solution to reduce local emissions without incurring the high cost of electrifying the tracks,” says Michael Kleschinski, Executive Vice President of Hexagon Purus. “We are pleased to help with the further development of the infrastructure need for this ground-breaking move in public transit.”

About the market

Replacing diesel trains with hydrogen-powered trains is an innovative way of reducing local emissions on train lines and to reduce the overall emission of harmful substances and greenhouse gas. It does not require massive track overhauls.

Driving energy transformation

Hydrogen is a clean and safe energy carrier that can be used as fuel for power in numerous applications. Hexagon Purus’ lightweight, durable all-composite Type 4 pressure vessel technology serves a wide range of mobility and storage applications in the hydrogen industry. This contract represents the second hydrogen rail project that Hexagon Purus has supported since the introduction of the world’s first hydrogen powered commuter train in 2018.

Timing

Hexagon Purus’ storage system is due to be delivered in the fourth quarter of 2021."

No problem Toneman happy to chat.

I know nothing lets start there. When I have posted on the other site I have usually been roasted, they don't want to hear any bearish thoughts, I guess many topped up abive £3.00+ and don't want any cvd, brexit, US election , world debt chat being mentioned.

ALL shares at the moment can be taken down so what I say next does litterally mean nothing !

I personally view ITM in both + / -

Why did the directors sell well before the new factory opening ? I simply do not understand it ? They Gov have made some very very positive suggestions that Hydrogen is a fact and will make up part of the UK energy future for the next 30+ years. I suspect we will hear more about nuclear by 2030.

The wild swings in summer from £2.30-3.20 , 20-30p a day was simply bonkers. I do not like 'popular' shares where posting goes above 20-30 a day. The traders are all over ITM so getting a sensible feel for what is going on in reality is often a waste of time and pure guess work.

I am in but a small holding ready for a bug spike on factory opening. Depending on how high, I may cut my profit and wait for the drop until actual production figures start coming out and we can then start to value the company. Remember Brexit will probably hit Q1 across the wide markets ? I'd seriously look at debt and how much a company has before christmas.

Positive - in the long term ITM has £10.00+ written all over it as long as they can hit the productions targets or exceed.
As long as they can derive cash to expand in this heavily debt ridden economy.
As long as Linde/ BOC just keep on trucking , ITM I would say are a great company. That is why in the very short term I my take any spike profit, in advance if production figures.
IF cvd really kicks off and the vaccines dont live up to much or you get a rogue Mink changing the viral structure and cvd mutating to something different then things could slow at the factory or orders from EU or world may slow too ?
That will see the day traders running pretty quick ?

It is virtually impossible to guess the very short term but give it 2 years , I recon £10+. They know some powerful companies.

Maybe BP or Shell or Exxon will buy them out or Anazon, Google or any Gov funded Chinese company ( my big worry over the whole of the hydrogen market is China doing what they did to EV battery supply chain with a foot firmly on the Wests throats atm. ). Who knows.

Risk v reward. Depends on half full or half empty.

Me I learn its ok to miss the odd big rise as it usually comes back down ... but there is always the one that gets away.

Sounds like you are with me in spreading risk.

Have a good weekend. Stat safe.

Tyson , have a look at how my explination for S Energy new spin off is already working for Hexogen ( Nel asa partner by the way @@ ) for new spin off Hexogen Purus the 'energy' arm now of Hexogen.

Hexogen like Siemens Gamesa hold large stakes still in the new companies , whoop whoop. VERY exciting times.

HYDROGEN news..

Hexagon Purus, a subsidiary of Hexagon Composites, has been awarded a purchase order by Hino Trucks, a Toyota Group company, for three trucks as part of their development plan for Project Z.

A development partner in Hino’s “Project Z” Battery Electric Vehicle (BEV) program (see Toyota/Hino joint press release on October 2, 2020 for more detail), Hexagon Purus will provide battery packs and powertrain integration on multiple Hino platforms with serial production planned in the next few years.

Driving Energy Transformation

“Project Z represents our holistic approach to advancing Hino’s environmental leadership position. Technology leaders like our partner, Hexagon Purus, make it possible for us to deliver a sustainable, low cost product line-up that will meet the needs of our customers as our industry moves forward to zero emission vehicles,” said Glenn Ellis – Senior VP of Customer Experience. “Our plan is to deliver demonstration vehicles in the first half of 2021, customer demonstrations in 2022, and production prior to 2024.”

“Battery (BEV) and Fuel Cell (FCEV) electric trucks are the perfect alternative when you want to eliminate emissions and reduce maintenance cost. The recharging infrastructure is steadily growing and now is the time for fleet owners to plan on making the switch,” says Todd Sloan, EVP of Hexagon Purus. “We are honored to be selected by Hino Trucks and we look forward to contributing to the development of their zero emission vehicles”.

About the Market

With decarbonization high on the global agenda, there is a strong focus on alternative energy sources to power mobility applications. Battery electric vehicles are established in the market and solutions continue to be developed to meet the growing market demand for zero emission vehicles.

Timing

Hexagon Purus’ systems are due to be delivered in the second quarter of 2021.

I wonder if Nel asa will provide any electrolyser capacity or hydrogen fuelling station supply ?

Tyson, the early stages of an IPO often takes a few weeks to settle from the initial opening. Currently some investors were in Siemens Gamesa for wind turbine action - huge in its self. Some would have been in for the pure energy plays.
Now it split there will be institutional investors settling / rebalancing porfolio's and possibly some kick back on the split.

With the very very early news flow to move to building construction in 2021, and now just below issue value, I would use "hot" in the meaning of below fair value and to be grabbed , like I suggested with Nel at NK14-17. These opportunities will not be around long. Just look at Ceres. Now a new trading level and only going to go one way.

Siemens Energy , with now partner Siemens Gamesa abd lets not forget all the planes, trains, automobiles AND medical which all need energy in some form, it completely made sense to split out and at this very very early moment in time is below issue value and fair value.

You may disagree. No problem. I'm just excited by Nel abd where it is going as you are well aware I am all over Nel I love it but it is an investment so I am also not in love enough to ignore headwinds which is where all stocks are in the UK & EU and to a degree the US. Never fall in love forever, but Siemens Energy being very new is really making me review it as another Nel. I am currently buying S Energy quite rapidly and will be adding due to the tenticles that are already in place. They already have the might of the whole Siemens group to aid moving tenders to contracts pretty quickly. Nel did 5-6 contract wins in June July all within 4 weeks and from an order book of £40m to £95m in those 4 weeks. AMAZING.

S Energy would not surprise me if it quickly got moving. Maybe I have called it too early but better early than late ?

NEL HYDROGEN WILL 100% BENEFIT FROM THIS.

Just copying here as it is very clear and probably even more so 'if' Biden wins that NEL will benefit with testing already in progress with Exelon Energy in the US.

"I had a "chat" on here with someone who did not like nor wanted nuclear power. That was fine and open chat with personal views and that is good.

I live near Derby and explained that there is a very small building you would not give a glance at sitting among older less well looked after buildings. This building although rather small is probably one of THE most important buildings which will have a profound effect on UK energy.
This idea was rather put down.

In the spirit of my own interaction with certain 'Derby' people and the spirit of helping people try and make money I checked out hydrogen and nuclear once again.

I hope you do not mind but I found the fact that every city in the UK will by the late 2030's certainly 2940's WILL have mini reactors. FACT. The link with the hydrogen revolution inc solar and wind is there for all to see.

Enjoy the read....if you can. It IS coming.

https://www.reutersevents.com/nuclear/nuclear-looks-hydrogen-pay-bills

https://www.reutersevents.com/nuclear/nuclear-looks-hydrogen-pay-bills "

I had a "chat" on here with someone who did not like nor wanted nuclear power. That was fine and open chat with personal views and that is good.

I live near Derby and explained that there is a very small building you would not give a glance at sitting among older less well looked after buildings. This building although rather small is probably one of THE most important buildings which will have a profound effect on UK energy.
This idea was rather put down.

In the spirit of my own interaction with certain 'Derby' people and the spirit of helping people try and make money I checked out hydrogen and nuclear once again.

I hope you do not mind but I found the fact that every city in the UK will by the late 2030's certainly 2940's WILL have mini reactors. FACT. The link with the hydrogen revolution inc solar and wind is there for all to see.

Enjoy the read....if you can. It IS coming.

https://www.reutersevents.com/nuclear/nuclear-looks-hydrogen-pay-bills

https://www.reutersevents.com/nuclear/nuclear-looks-hydrogen-pay-bills

US HYDROGEN wind turbines and electrolysers opportunities possible CEA looking at the US market.

"Siemens Gamesa Chief Executive Andreas Nauen aims to capitalise on new technology like a new offshore turbine with a 222-metre rotor to lift the company out of losses."

US HYDROGEN wind turbines and electrolysers opportunities possible CEA looking at the US market.

"Siemens Gamesa Chief Executive Andreas Nauen aims to capitalise on new technology like a new offshore turbine with a 222-metre rotor to lift the company out of losses."

SIEMENS HYDROGEN news just out.
://energy.economictimes.indiatimes.com/news/renewable/siemens-gamesa-shares-up-as-wind-power-firm-sees-rising-margins/79063654

SIEMENS HYDROGEN news just out.
https://energy.economictimes.indiatimes.com/news/renewable/siemens-gamesa-shares-up-as-wind-power-firm-sees-rising-margins/79063654

HYDROGEN from wind farms. SIEMENS GAMESA builds world behemoth wind turbines. Link that to SIEMENS ENERGY company providing hydrogen electrolysers with each project !

Some companies are behind the 8 ball. Picking the global leaders in both sectors is the key to making a good retirement.
"MHI Vestas has been one of the globe’s most successful offshore wind turbine manufacturers since it was formed in 2014 as a 50-50 joint venture between Vestas and Japanese engineering giant Mitsubishi Heavy Industries (MHI), and is one of the few manufacturers focusing only on offshore wind.

However, MHI Vestas is currently behind the 8-ball, in terms of technological innovation and the race to be selling the world’s largest capacity offshore wind turbine, with rivals Siemens Gamesa announcing in May a 14MW, 222-metre behemoth, and GE following up its 12MW Haliade-X offshore wind turbine with an uprated 13MW version."

https://reneweconomy.com.au/vestas-takes-full-control-of-offshore-wind-venture-with-eye-on-green-hydrogen-plans-63823/

HYDROGEN from wind farms. SIEMENS GAMESA builds world behemoth wind turbines. Link that to SIEMENS ENERGY company providing hydrogen electrolysers with each project !

Some companies are behind the 8 ball. Picking the global leaders in both sectors is the key to making a good retirement.
"MHI Vestas has been one of the globe’s most successful offshore wind turbine manufacturers since it was formed in 2014 as a 50-50 joint venture between Vestas and Japanese engineering giant Mitsubishi Heavy Industries (MHI), and is one of the few manufacturers focusing only on offshore wind.

However, MHI Vestas is currently behind the 8-ball, in terms of technological innovation and the race to be selling the world’s largest capacity offshore wind turbine, with rivals Siemens Gamesa announcing in May a 14MW, 222-metre behemoth, and GE following up its 12MW Haliade-X offshore wind turbine with an uprated 13MW version."

https://reneweconomy.com.au/vestas-takes-full-control-of-offshore-wind-venture-with-eye-on-green-hydrogen-plans-63823/

NEL HYDROGEN going well and beginning to move as many other hydrogen stocks reverse previous lost ground.

BIG news coming in soon from NIKOLA CORP on the 000's of fuelling stations - see most recent time scale chart from the Nikola Corp presentation - promoting the need to firstly get the fuelling stations up and running before the lorries hit the dirt. Time line indicated Nov / Dec.
Get ready especially as Biden looks set to become President !!!

I'd recomend having a look at siemens ENERGY specifically or gamesa who hold a large % of siemens ENERGY.

Highlighting the "energy" spin off as it is a little tricky to find as some reports use gamesa and haven't got it quite right yet with the brand new company. S Energy looks like a belter.

"German multinational conglomerate, Siemens AG joined forces with Hydrogen Renewables Australia as a technology partner in a 5 GW solar and wind combined energy project in Western Australia. Siemens is expected to offer its renowned electrolyzer technology for the generation of green hydrogen utilizing the process of renewable-powered electrolysis".

This now as if the SPIN OUT of SIEMENS ENERGY will come under the SIEMENS ENERGY electrolysers unit !

Watch this space for a fast development.