Member Info for RobinHood69

Iwantthatone some talk on here about how great a value NEL is v ITM CERES.
You should checkout McPhy. They have just demonstrated how to scale up to industrial supply, the processes are being tested and I expect orders MW functional supply.
https://www.londonstockexchange.com/market-stock/0QTF/mcphy-energy-sas/overview

USA £358,000 x4 BUYS @@

Order in EXCESS of $30 million to NEL ASA from Nikola Motors in the US. 40,000 Tons Hydrogen PER DAY.

https://nikolamotor.com/press_releases/nikola-orders-enough-electrolysis-equipment-from-nel-to-produce-40000-kgs-of-hydrogen-per-day-79

Yes NEL ASA is under 0E4Q as nimrod correctly stated. Solid company.

At £1.49p NEL ASA has far far further to go imho

ITM have far exceeded my targets which is fantastic and allowed me to put some towards other plays in Hydrogen.
Worldwide huge amounts of money are being thrown at Hydrogen plays.

Such a great month so far.

$30 Million Order Nikola Corporation

"purchase order has a value in excess of USD $30 million, and the electrolysers will primarily be delivered from the new electrolyser mega-factory currently under development in Norway. "
https://nelhydrogen.com/press-release/nel-asa-receives-purchase-order-from-nikola-2/

50% UP US Hydrogen Play since May 21st, whoop whoop , maybe the next ITM / CERES ?

HYDROGEN £100m CASH balance.
" current £0.98p per share @ 12.0 NOK.21 May '20"

People are cottening on to just how big a player these are going to be in the US.

Now the current price is £1.49p.

UP Near 50%+ Hydrogen play since I posted on May 21st.
Way more than just a small niche company.
Ceres, ITM, SEIMENS, BOSCH, BOC all in this industry and NEL ASA is going to become much more well known over the next few weeks and months.
£100m cash balance @@

Hydrogen US Play 9% UP

"first full commercial scale prototype system which will commence manufacture in June 2020"

NEL HYDROGEN Fuel supplied 300 Hours per year @ 50+ H2stations. Herning Denmark construction factory.

UK Navy Hydrogen Electrolyser Stacks Purchase Order.
https://nelhydrogen.com/press-release/nel-asa-receives-purchase-order-for-u-k-navy-pem-electrolyser-stacks/

Upto 20 Hydrogen Electrolysers ordered @ €1M for French firm.
https://nelhydrogen.com/press-release/nel-asa-enters-into-framework-agreement-for-delivery-of-electrolysers-in-france/

NEL ASA & HYUNDAI Hydrogen Heavy Weight Trucks collaboration.
"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 e lectricity".
https://www.albawaba.com/business/switzerland-hyundais-hydrogen-powered-trucks-hit-roads-next-month-1342057

1MW order $2.2M US order for 12 Hydrogen PEM Buses.
https://www.greencarcongress.com/2020/03/20200302-nel.html

Hydrogen Nel ASA £48.8 M Order book.

I think they are very similar BUT NEL is obviously cheaper to buy. With current production of 2700 electrolyzers in the US this US market is only going one way for large trucks, buses and heavy duty construction plus energy supply to homes and business.
A very solid company in my pension. I look twice a week.
Companies like ITM & CERES are in the same quality of ownership.
This share / company I can be reasonably sure of due to the EU US and Asia inc Oz push to put billions in to hydrogen should mean NEL holds a firm portion of the market place imho for the long term.

I think they have a few hauliers and big 'ol trucks teehee

dsc1978, :-) good post yesterday. US all over it.