Olje

Mr James Bond
27.09.2018 kl 13:18 2170

Nel sin endring de 12 siste mnd på OSE +64.53%. Men denne utviklingen fra Løkke om å ikke kunngjøre tall. Det liker jeg dårlig - spesielt med tanke den videre kursutviklingen. Med konkrete tall i dagens ATCO Group kontrakt så ville Nel steget 10-15%. Nå stiger den kun 2-3%. Men som dere ser her. Meldingene med og uten konkrete tall kom tett i juli iår. Løkke har sagt at meldingene har en tendens til å komme i bolker. Jeg håper det samme skjer nå.

Siste de 4 kontraktene utenom den ca 10 milliarders kontrakten med Nikola ser slik ut:

A. (Oslo, 3 July 2018) Nel Hydrogen Solutions, a division of Nel ASA (OSE: NEL), has been awarded a contract by Uno-X Hydrogen AS (Uno-X Hydrogen) to build the next two H2Station® hydrogen fueling stations in Norway. "Nel is proud to announce that we have been awarded a contract from Uno-X Hydrogen to build two additional hydrogen fueling stations in Norway. We see that the stations already established in Akershus and Bergen are very well utilized, and with the expected influx of hydrogen vehicles during 2018, the new stations will help increase the value of the total network, which again should trigger increased sales of vehicles," says Jon André Løkke, CEO of Nel. The purchase order has a value of EUR 2 million and the fueling stations will be deliverd during the first and second quarter of 2019.

B. (Oslo, 6 July 2018) Nel ASA (OSE: NEL), has been granted just over NOK 7.5 million in funding through "Brintpuljen" for establishment of hydrogen refueling stations in Sønderborg and Herning.

C. (Oslo, 4 July 2018) Nel Hydrogen Solutions, a division of Nel ASA (Nel, OSE:NEL), has received a purchase order from H2 Mobility Deutschland GmbH & Co. KG (H2 Mobility) for hydrogen equipment to build two H2Station® fueling stations in Germany.
"We are very pleased to receive a repeat order from H2 Mobility for expanding the hydrogen network in Germany. This is a testament to the performance of our hydrogen fueling solutions, and we are happy to be a part of the so far largest hydrogen infrastructure project in Europe," says Jon André Løkke, CEO of Nel. The purchase order has a total value of approximately EUR 2 million, and the H2Station® fueling stations are planned for installation in Germany medio 2019.
(Oslo, 4 July 2018) Nel Hydrogen Solutions, a division of Nel ASA (Nel, OSE:NEL), has received a purchase order from H2 Mobility Deutschland GmbH & Co. KG (H2 Mobility) for hydrogen equipment to build two H2Station® fueling stations in Germany. "We are very pleased to receive a repeat order from H2 Mobility for expanding the hydrogen network in Germany. This is a testament to the performance of our hydrogen fueling solutions, and we are happy to be a part of the so far largest hydrogen infrastructure project in Europe," says Jon André Løkke, CEO of Nel. The purchase order has a total value of approximately EUR 2 million, and the H2Station® fueling stations are planned for installation in Germany medio 2019. The stations in Germany adds to the growing hydrogen fueling network currently being deployed by H2 MOBILITY Deutschland, which is a joint venture between six industrial companies - Air Liquide, Daimler, Linde, OMV, Shell and Total. The action plan for H2MOBILITY is to establish a Germany-wide network with close to 50 stations in operation by end 2018 and about 50 additional to be deployed by 2020.
Og denne fra H2 Mobility med tall (ca kr 20 mill) 4.juli i år. H2 Mobility skal ha 100 stasjoner oppe og gå innen år 2020. 50 stasjoner oppe å går i år. Det har de nådd. Nel bør vel lande flere her fra H2 Mobility?

D. (Oslo, May 31, 2018) Nel Deokyang Ltd. ("Nel-Deokyang"), a subsidiary of Nel ASA in South Korea, has received a purchase order for a H2Station® hydrogen fueling solution from Joong Do Gas, a retail company involved in sales of LPG fuel in South Korea. The EUR 2 million order marks the first installation in Korea, and the first compact fueling station solution to follow a new gas law and local standards.

Jeg ville gjette på at dagens "our latest PEM
electrolyzer technology for the first Power-to-Gas (P2G)" ATCO Group kontrakten er på ca kr 60 millioner kroner.
Når kommer Nel kjøps anbefalingene fra finans, aksje og analytikergutta? Timingen pleier å være perfekt - føre noe stort smeller inn. Det virker ofte meget godt kordinert med noe. Merkelig stille fra Arctic og Carnegie....Men de har vel en plan..
Redigert 27.09.2018 kl 13:32

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