Member Info for RobinHood69

HydrogenPro coming to market and Everfuel expanding ...
Iwantthatone.
Check out the US. Wallingford already produced 2,700+ and expanding. Many new tech companies coming to the hydro section.
My main worry is China.
They will look to do to the market like they have done with EV batteries and storage. 70% of the market.
Thing with China is they just do it ,usually with a gov backed company then once the tech has been shared kill the western comp. If the IP's cannot be protected then watch this space. Ceres already in bed. Watch that space for good or bad ? Good tester for research.

Oh forgot the B word ...

Mr Smith 2nd'd. Factory opening and a deal will spike it up but unless 65m vaccines hit the shelves and are provided , 50m without the ferel littleones and the markets will still not be able to provide a Q1,2,3,4 Gold plated pledge companies will return to pre cvd.
Personally the long term value does however still need to be taken in to account. Most of my watches are now retracting back McPhy could go quickly back to €10-14 range, but others are nearing 50% levels when cvd really hit the market back in March. A very good test to see just how far and the rebound potential.
To be optimistic my fingers on some are getting twitchy.
Hear like McPhy I think there could be 20-30% to come off yet. Good post Mr Smith.

Great post Toneman.

Example to look at regarding funding in the current hydrogen bubble.

Look at RNS from Hex and seperately Nel.

Look at the Spring sell out by Bod here.

Look at the Spring RNS from ITM regarding headwinds and assess if things have slowed or not.

Step back. Cold drink and ask currently in the short term would you put your parents money in the general market especially Hydrogen in a bubble ?

No 10 says the prime minister will decide the "next steps" on Friday.

Could get interesting Mr P and Leo don't be so sure if there is money to be made. Personally I think shorting should be banned along with zero hours contracts which will be big big news in 2021 and not for good reasons.

Thanks for posting the info Toneman. I'm snowed under with work so only have a faction of the time to spend digging around. Buzz coming soon. Watch this space.

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.

"Setting the right valuation for a company like Nel is a bit of a black box as truly comparable data is not available. As a function of the considerable market potential as well as Nel’s product experience and reputation, we think the company is valued with plenty of room for growth."

As I say NOK24-28 by year end ? Other than cvd , I think it is a good bet. Cashed up too.

"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 !

In 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 !

HYDROGEN 2GW incoming.

"In the latest Q2 results, the management mentioned an upgrade in the facility’s expected capacity owing to design improvements, from 360MW to 500MW given the same investment outlay. Potentially, with a couple more assembly lines, the plant could reach the maximum capacity of more than 2GW. "

"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

Evening Tyson.

Nikola have stated Refuelling will be first as the trucks get tested , trialed and then rolled out 2022. They will need US wide hydrogen electrolyser supplies inbuilt and ready ?

Note Hexogen , NEL 's hydrogen HYON project partner and Powercell both increased well again today. Hexogen carry hydrogen. You need either volume or hydrogen production to operate like Hexogen. Director buys around NK51-52 prior to the fall back a few weeks ago also times up with NEL's rise = ?..... Will wait a d see.

NK24-28 was my end of year target. ?

https://www.greencarcongress.com/2020/06/20200604-nikola.html

Before the end of 2020 the refuelling deal and specific LOI and details that the fuelling network needed first by Nikola Corp to be able to refuell their trucks will be announced.

Please refer to the presentation time line put out only last week by Nikola. I am not so bothered about the trucks, but NEL WILL supply the electrolysers for all the fuelling stations across the US. Note the recent rise in sp .... mid Oct now so within just a few weeks news will be out.

"Today, Nel has the world’s largest product portfolio of alkaline and PEM electrolyzers and is continuously developing and improving both technologies.

Initiatives include a next-generation large scale, pressurised alkaline electrolyzer as well as larger PEM stacks, and large-scale solutions which allow for significant cost reductions on a system level."

Just replying to the Plug ramping post by Satellite. NEL actually producing more out the door supply.

Living near Derby I can catagorically say you are 100% wrong. Several companies are already at test stage.
Target every large city will have one. Maybe this will start as inland as wind will obviously play a part, but I know what is being done AND achieved in advancing nuclear.
The article is correct.

https://www.ft.com/content/d7016b80-e0c4-4444-a059-2daf32b9a4ab

On further reflection tonight and a bit of snooping + dates of drops and rises I suspect a deal is coming in to raise the funds or part of for further expansion and production.

I have been carfeully watching this rise and the trades.
Most on here know me I called a rise and possible pull back to NK16.00 , I was was hoping for NK12-13.00 but support looks solid around NK15-16.00.

Gut is saying definately news coming. Whether I am right or not who knows but gut is saying news. Probably Nikola

NEL's partner in storage of Hydrogen released more interesting news regards Q4. They are a major part in the HYON project.

https://ml-eu.globenewswire.com/Resource/Download/cbab9593-6649-4d7c-a775-e8f787fe4a2f