Member Info for RobinHood69

Even Saga Pure a different play on hydrogen was at near highs and only 3 months ago they were a shipping firm, now hydrogen focused and well up. Norway leading the way in renewables again ?

Why the drop back for ITM ? Norweigen hydrogen companies all hitting all time highs ?

Who has a FULLY AUTOMATED ELECTROLYSER FACTORY being built in Heroya , Denmark 24/7 165 Electrolysers PER DAY being built to supply ?

Who needs to be supplied with Electrolysers ? Teehee.

HYDROGEN HEXAGON PURUS deal with EVERFUEL.

https://www.globenewswire.com/news-release/2020/11/12/2125190/0/en/Hexagon-Purus-enters-frame-agreement-with-Everfuel-supporting-commercialization-of-zero-emission-hydrogen-transport-in-Europe.html

NEL deal with EVERFUEL.

https://nelhydrogen.com/press-release/awarded-everfuel-contract-for-fredericia-hydrogen-project/

UP 5% NEL HYDROGEN, on Year highs.
UP 9% HEXAGON COMPOSITES , in year highs.

UP 9% HYDROGEN Company. Capital markets day today.

https://hexagongroup.com/press/invitation-to-capital-markets-day-2021/

CONTRACT NEL HYDROGEN Confirmed by the board.
https://nelhydrogen.com/press-release/awarded-everfuel-contract-for-fredericia-hydrogen-project/

NEL HYDROGEN contract with EVERFUEL confirmed by the NEL board today.
https://nelhydrogen.com/press-release/approval-of-everfuel-contract-nel-asa/

UP 9% & 5%+. NEL & HEXAGON COMPOSITES working together again @@.

News coming for sure ! These are ALL TIME highs being taken out at ease.

Up 9% HYDROGEN HEXAGON Composites

NEL UP 5% in Norway on their Oslo Borse , Why the wrong price here on LSE? Come on lse keep up !

Many are feeling happy that there was a drop. I am not tbh.
This will effect the supply now in the US. They will havs brokers here as you say , hoovering them up cheap.

CHEAP.

So the impact is when the US opens they too can crush the price down along with bitcoin falling gain sellers and fill most of the demand will be covered by the cheap sell off in the last 30 mins.

Now this should impact on the US today in a negative way and bitcoin focus being brought in to focus.

Now full of the herd and wobbling on bit oin wobbles.

A gamblers share as most seem incapable of holding firm and keeping demand up. The US will only buy so many and the price will be kept low whilst there are sellers supplying and as each share goes to the US the less the demand will be = a reduction on pressure to buy. Sad but true.

Wave those shares good by and God bless America ! Bllx.

Poor indicator for the share and a red flag. Holders unable to hold.

Mikecc, had that thought myself when they dropped in after the offering. Not sure other than they way you have done it.
I to hold Hexagon Composite and before tha announced split was happy, even happier now as they retain a share of Purus so any gains there help Hexagon bottom line , like a royalty payment. Same is true of NEL and Everfuel, where by any Everfuel price rise feeds in to the bottom line of NEL.
I guess they thought the same about Nikola. The fact Nikola have broken ground, got cheap solar energy to build the factory and have last week secured water supplies - which was the derampers claims until then now proven wrong, I am still optamistic Nikola will push through and ask for those 445 electrolysers from NEL. At the time the poop hit the fan in autunm Nikola were in talks with BP ! ? Why would BP be talking to Nikola ? Tanker lorries or forecourts ? Either way NEL would have had a nice contract drop.
Still all is not lost yet and nothing officially cancelled, in fact our new US Director will be based in Arizona, home of Nikola. Coincidence ? Blooming big one ! That post has just been advertised so something would be happening you'd think to pay the guy ?

Do we even consider the new extra strength of the pound advantage v a doller thats going to year lows ?

Hmmm...wadda ya think btc boys ?

Bitcoin had already risen from $15,000 well before ARB blew the doors off only last week ???

Some carp being talked about on here , absolute BS.

Last weeks drive was based on US demand for ARB shares. As there were very few holding in the US and ARB were at the start of the week declaring a full US listing , people like me could see the ONLY place the US can buy stock is off London ! Last werk was F all to do with bitcoin tbh.
Once the US demand levels off then yes you will see bitcoin having much more of a hold on the ARB sp.
Last week was the perfect storm. New listing, few shares to buy, demand my x times availability and bitcoin going up making ARB look attractive.
As bitcoin had already risen way higher by early to mid December , then why the huge rise only last week ?
The bitcoin addicts , gamblers and traders will call it other things, but last week was simple Supply v Demand.

In Feb most of the current posts will then be relevant but not to account for last week.

The week coming up could well be pretty choppy, but with new extra mining capability and results expected to be very good for Jan / Feb I can see any fall being profit taking NOT bitcoin related after such a fast sharp rise. It would be weird if it didn't happen ? Any drop though I feel will be bought back in to mainly by the US as the build their stock holdings up and UK investors bank profits.

The last week of Jan should see the sp around these levels if not way above as investors get in for the best set of results based on this new capability , first time out.

Mining shares do not just go up and down on the oil price nor will ARB just go up or diwn based on btc. That means ignoring external events and that would be daft of investors not to factor in either good or bad external events ?

Nel have a deal with Everfuel to the tune of NK 100M for future electrolyser supply approx 40 electrolysers as it stands signed. Everfuel are aggresively targetting Europe for hydrogen fuelling stations.
It is a previous NEL employee who has set up the venture and are also linked to Hexagon Composites & Purus as wider partners. Hexagon are the real storage and pipeline specific transporters of all the hydrogen gas NEL and partners will make. Slow start reallly as the big projects develope but 2 big buys by Hexo director at NK52.00 show interest.
DYOR and watch how NEL & HEXO rise and pretty much fall joined together by the norway borse.
Great companies with solid Scandi / global credit.
Hyundai Toyota Shell Equinor

As ever these types of partners can release a new deal that as a direct byproduct involve NEL through previous MoU's but NEL hardly ever blow their own trumpet. A huge factor I love as the true investors win through resesrch and knowledge keeping well away from the unicirn chasing herd who would wreck the sp for no good reason

Solid solid solid contract generating machines, safe haven country with renewables top of the list and world leading.

OR
"CNH also held talks with Chinese industrial conglomerate Shandong Heavy Industry Group late last year, two sources said.

One of the sources added that Shandong Heavy Industry offered at least 3.5 billion euros but has been outbid by FAW. The source did not give a figure, saying negotiations are continuing.

Separately, Iveco is in talks to jointly develop autonomous truck technologies with Chinese startup Plus, which has a tie-up with Jiefang, one of the sources said.

Neither FAW, which has tie-ups with Volkswagen and Toyota Motor to make passenger vehicles in China, nor Shandong Heavy Industry responded to".

Either way the Chinese are wanting to get access to Europe or even directly in Norway. Tesla looking at Norway battery plant will need cheap energy.

Feels like which ever way you look NEL, EVERFUEL, HEXAGON COMPOSITES & HEXAGON PURUS all have a chance of big business expansions in Norway and Europe and possibly China ?

Not really a negative facing the company but possibilities ?

worth watching: "Reuters reported Wednesday that CNH Industrial, the parent of Iveco, is in talks with China’s FAW about selling Iveco, which is Nikola’s manufacturing partner in Ulm, Germany, where the battery-electric Nikola Tre is in prototype build."

So the cirle may now be complete ? Leaving Nikola Coros chassis system being made in Ulm, Germany by Chinese Gov backed FAW JEIFANG who have deals with GERMAN Volkeswaggon so keeping jobs and earnings in Germany !
Thrown in a hydrogen super hub in China with Volkeswaggon FAW JEIFANG and NEL may have access to US, EU & CHINA all in one deal ir shoukd I say IVECO ownership changing hands ?

CNHI selling off European IVECO to Chinese FAW Jeifang who have partnerships with Volkeswaggon...
https://www.reuters.com/article/us-iveco-m-a-faw/italys-cnh-and-chinas-faw-in-talks-over-truckmaker-iveco-idUKKBN29B16H?edition-redirect=uk

Scania Hydrogen trucks part of Volkeswaggon. Follow this thread.
://auto.economictimes.indiatimes.com/news/commercial-vehicle/mhcv/scania-says-china-to-become-third-hub-in-its-global-production-system/79400276