Danske Bank skriver om HPUR i Finansavisen. Publisert i dag 16:38. Har noen lest hele? (Abonnent)

Overdrevet kursfall

Blant annet synes Jones at Hexagon Purus' kursfall på 48 prosent hittil i år er «overdrevet».

Han viser til flere positive utviklinger i forhold til sammenlignbare selskaper.

– Purus opplevde sterk etterspørsel i fjor, med sitt produkt som dekker alle typer hydrogen, flere anlegg oppnådde positiv ebitda, og selskapet har gjennomgått et betydelig utvidelsesprogram, utdyper han.

– Det er bekymringer rundt kapitalstruktur, ytterligere negativ ebitda og behovet for kapitalinvesteringer, men dersom Purus spinner ut batterisegmentet, kan behovet for ytterligere kapital fjernes, samtidig som ebitda vil bedres på ett års sikt.

Takk for sammendrag. Bra å lese noe oppløftende om Hexagon Purus.

Tillater meg å sakse denne linken fra et innlegg postet av Josten 1952 på Nordnets Shareville. Holum sa under Q4 2023 nå i februar at man ikke har lagt inn positivt bidrag til inntekter fra sitt kinesiske joint venture i Purus's guidede estimat for 2025. Her, under sitt nylige besøk i Kina, uttrykker han imidlertid ambisjoner om oppstart av serieproduksjon ved den kinesiske fabrikken allerede i 2.halvår 2024.

Skjuler det seg kanskje en potensiell oppside her i guidingen for 2025, først gitt høsten 2020 og gjentatt senest under Q4 2023 i februar (omsetning 4-5 milliarder NOK og EBITDA break-even)?

https://www.linkedin.com/posts/morten-holum-7a56403_hydrogen-zeroemissionmobility-china-activity-7176491749832347648-2cKD

Flott Rect Angel, dette blir bra!!

Er bekymringen, nedgang i kurs, relatert til om det blir ny emisjon og da hva neste emisjonskurs blir på?

HPUR er en av hovedeierne i Norwegian Hydrogen.


"We are on the brink of a new era in green energy," says Jens Berge, CEO of Norwegian Hydrogen, one of two 50/50 joint venture owners in Danish Grøn Brint. The other owner is their local partner Mr. Jens Peter Lunden and his company JPLL HOLDING A/S.


Grøn Brint initiates final commissioning tests, producing the very first hydrogen molecules in Hjørring

https://norwegianhydrogen.com/news/gron-brint-initiates-final-commissioning-tests

Hexsgon Purus.

HPUR er en av hovedeierne i Norwegian Hydrogen.

Norwegian Hydrogen og Provaris Energy Ltd utvider samarbeidet med henblikk på produksjon av grønt hydrogen i Norden, for eksport til EU.

Provaris Energy extends Norwegian Hydrogen collaboration to develop new Nordic hydrogen export sites

Published 16/04/2024, 11:33 am
Updated 16/04/2024, 12:00 pm

Provaris Energy Ltd (ASX:PV1, OTC:GBBLF) and expansion partner Norwegian Hydrogen AS are expanding their collaboration to focus on accelerating the development of new hydrogen export facilities across the Nordic region.

The two companies are confident they can leverage pre-development work carried out for the FjordH2 project, completed in 2023, across new sites.

This partnership is reviewing several potential sites across multiple countries in the Scandinavian region intending to develop a portfolio of hydrogen development projects.

Together, Provaris and Norwegian Hydrogen intend to create an energy and capital-efficient suite of projects to deliver green hydrogen to European industrial users, supporting EU decarbonisation efforts.

https://au.investing.com/news/stock-market-news/provaris-energy-extends-norwegian-hydrogen-collaboration-to-develop-new-nordic-hydrogen-export-sites-3201303

https://www.marinelink.com/news/new-agreement-targets-nordic-hydrogen-512984


Hexagon Composites.

CEO Jon Erik Engeset går av. Jakten på ny toppsjef starter.

Hexagon Composites ASA: Hexagon Composites to start search for new Group CEO

I dag kl. 08:15 ∙ Cision

Oslo, 16 April 2024: Hexagon Composites (OSE: HEX.OL) today announces that Jon Erik Engeset will step down as Group President and Chief Executive Officer. The Company will shortly commence a search process. Engeset will continue as CEO until the position is filled, following which he will continue to support the company in an advisory role. 

https://www.prnewswire.com/news-releases/hexagon-composites-to-start-search-for-new-group-ceo-302117695.html

Hexagon Composites. Flagging, passert 5%.


Flagging 5.16%

HEX: Shareholder Disclosure Notification
I dag kl. 08:31 ∙ Oslo Børs
...
Name: TFG Asset Management UK LLP

City and country of registered office (if applicable):
London, United Kingdom

Date on which the threshold was crossed or reached:
17/04/2024

https://newsweb.oslobors.no/message/616070

Hexagon Purus.


Kjempeflott nyhet for norsk verftsindustri dette.

Verdens største hydrogendrevne fartøy til nå skal bygges på Sunnmøre!

At Myklebust Verft i Sande kommune i Møre & Romsdal skal bygge disse to hydrogendrevne fergene som skal trafikkere strekningen Bodø (- Røst - Værøy) - Moskenes, tenker jeg er ensbetydende med veldig stor sannsynlighet for at Hexagon Purus Maritime vil få ordrer når det gjelder leveranse av tank-/drivstoffsystemer.

De to fartøyene skal leveres allerede i 2026!


Home Shipbuilding

Norwegian shipyard to build the ‘world’s largest’ hydrogen-powered ships

VESSELS

April 18, 2024, by Naida Hakirevic Prevljak

Norwegian shipyard Myklebust Verft has been selected to build two hydrogen-powered ferries ordered by compatriot transport company Torghatten Nord. Once delivered, the newbuilds will be ‘the world’s largest’ hydrogen-powered ships and will be bunkered with hydrogen produced in Bodø
...
At 117 meters long with a 120-car capacity, the duo will be the world’s largest hydrogen-powered ships, operating on green hydrogen at least 85% of the time.
...
A hydrogen storage unit onboard the vessel will feed gas to the fuel cells, creating electricity to propel the vessels and power their auxiliary systems, reducing CO2-emissions on the route by around 26,500 tons each year.

https://www.offshore-energy.biz/norwegian-shipyard-to-build-the-worlds-largest-hydrogen-ships/

Flotte nyheter fra begge Hexagon selskapene i dag!


Hexagon Purus har mottatt en ordre for lagringssystem for grønt hydrogen fra et tysk energiselskap, verdt ca. €3.8 milloner (ca. 44.65 milloner MOK).

En interessant ordre, som til fulle illustrerer potensialet som ligger i Hexagon Purus's rolle som global markedsleder innen teknologi og produkter for LAGRING AV ALLE TYPER HYDROGEN (HELE SKALAEN FRA GRÅ TIL GRØNN).

I disse dager, blir man fristet til å stille et lite spørsmållstegn ved om hvorvidt markedet her hjemme har tatt innover seg verdien denne globale lederrollen i dag faktisk representer for Hexsgon Purus. De 20 største aksjonærene ser imidlertid ut til å være styrket i troen ettersom Topp 20 har økt beholdningen, jevnt og trutt, de siste månedene.

Hexagon Purus wins €3.8m order from HPS Home Power Solutions

By Dominic Ellison Apr 23, 2024
NEWS  HYDROGEN

Hexagon Purus has received an order worth around €3.8 million for hydrogen storage systems from German company HPS Home Power Solutions with deliveries scheduled to start in Q2.

They will be used in HPS Home Power Solutions AG’s ‘picea’ product, which enables solar power to be used as green hydrogen all year round.

Solar power from photovoltaic modules is used to provide electricity in the summer, and surplus solar power can be used to produce green hydrogen from water using an electrolyser, providing electricity in winter. The storage and use of the compact 1.62 sqm unit, which offers 17 kWh (net) battery capacity, is emissions free.

Matthias Kötter, Managing Director & Sitelead, said, “Our high-pressure hydrogen storage systems are flexible and scalable, suitable for a wide range of applications, such as storing baseload energy from solar plants.”

The power and building energy sectors account for close to 40% of annual carbon emissions globally, and hydrogen has a significant role to play in reducing these emissions, particularly as baseload electricity from renewable electricity sources such as solar and wind.
...
According to the Hydrogen Council, the number of announced hydrogen projects grew in 2023 by about 35% to over 1,400, equaling $570bn investments. Green hydrogen is projected to supply up to 25% of the world’s energy needs by 2050.

Hexagon Purus is busy targeting opportunities across the hard-to-abate spectrum.

https://www.gasworld.com/story/hexagon-purus-wins-e3-8m-order-from-hps-home-power-solutions/2137649.article/


Da melder Hexagon Compisites's Hexagon Ragasco og Linde at neste generasjon LPG sylinder er lansert kommersielt, i første omgang, i Norge.

Det er å vente at lansering av verdens første 'smarte LPG sylinder' i flere markeder, vil følge etterhvert.

Linde launches the Hexagon Ragasco Linktra® Smart cylinder in Norway

TUE, APR 23, 2024 09:00 CETReport this content

Oslo, Norway, 23 April 2024: Hexagon Ragasco, a business of Hexagon Composites, and Linde, the leading global industrial gas company and premier LPG marketer in Norway, launched Linktra® Smart cylinder nationwide in Norway 17 April 2024.

The launch follows a regional pilot program that took place during the summer of 2023 in the city of Oslo and its surrounding area. The Linktra® Smart cylinders, deployed under the name AGA® Smart Cylinders, received great reviews from consumers.

Bringing LPG technology to the digital age

Hexagon Ragasco’s Linktra® Smart cylinders bring LPG technology to the digital age. It comes with an “Internet of Things” (IoT) offer that enables the connection of the cylinder to consumers’ mobile phones, allowing consumers to quickly see gas level and receive push notifications when it is time to refill. Linktra® also connects to the IT systems of LPG distributors, providing insight into consumer-usage patterns, enabling optimized logistics – which means the cylinder is always in stock when a customer is ready to refill.

“Linde’s launch of the Linktra® Smart cylinder has strengthened our two-decade long partnership with Linde, and we are thrilled to contribute to bringing new technology to local LPG users in Norway,” says Skjalg S. Stavheim, President, Hexagon Ragasco. “The introduction of this new product further strengthens our reputation for delivering innovation, safety, and quality. Together with Linde, a pioneer in the Nordic countries, we will continue to raise the standard for user-friendly LPG.”

“The AGA® Smart Cylinder allows users to have full control of the LPG cylinder gas level for their domestic or leisure activities,” says Morten Roness, Head of Consumer Sales Norway, Linde. “At the same time, we at Linde, obtain real time data to optimize our logistic operations and product availability for customers.”

The cylinders are available in most of Linde’s distribution points and vending machines nationwide.

https://news.cision.com/hexagon-composites-asa/r/linde-launches-the-hexagon-ragasco-linktra--smart-cylinder-in-norway,c3965662

Jeg har fylt opp det jeg skal i Purus, så nå er det bare å vente på oppgangen.

Tenker Q1 ikke blir all verden, men spennende å høre guidingen videre.

Nå begynner det å skje noe i norsk anleggsbransje også:)

Verdenspremiere: Volvo 30-tonner på hydrogen
https://veioganlegg.no/siste-nytt/verdenspremiere-volvo-30-tonner-pa-hydrogen/

Ser jammen ut som den har HPUR tanker på taket!
https://www.facebook.com/photo?fbid=2372296809628557&set=pcb.2372297042961867

Hexagon Purus Maritime
OG
Norwegian Hydrogen hvor Hexagon Purus er en av hovedeierne.


Dobler Enova-støtten for å realisere hydrogen til havs: - Helt nødvendig løft for å lykkes

29.4.2024 08:00:00 CEST | Enova

Enova styrker satsingen på hydrogen som drivstoff til fartøy, og lanserer et nytt og bedre støtteprogram for å få opp hydrogenproduksjon langs den norske kysten. - Skal vi nå nullutslipp innen 2050, må det skje nå, sier administrerende direktør i Enova Nils Kristian Nakstad.

Desember 2023 varslet Enova en kraftig satsing på virkemiddelbruken innen hydrogen som drivstoff til maritim sektor. Nå lanseres et nytt støtteprogram hvor Enova mer enn dobler støtten per prosjekt, og øker støttesatsen opp til 80%. Programmet ved navn «Hydrogenproduksjon til maritim transport 2027» er innrettet for å sikre at produsentene av hydrogen kan få lønnsomhet i sine prosjekter. 

- Hydrogen kommer til å være et helt nødvendig drivstoff for at skipsfarten skal kunne kutte utslippene sine. Vi trenger både produsenter av hydrogen og skip som kan bruke dette drivstoffet. Gjennom Enova legger regjeringen til rette for begge deler, noe som vil sette fart på omstillingen i skipsfarten, sier klima- og miljøminister Andreas Bjelland Eriksen. 

Enovas ambisjon for programmet er å gjøre hydrogen tilgjengelig til samme pris som fossile drivstoff ved skutesida. 

https://kommunikasjon.ntb.no/pressemelding/18076943/dobler-enova-stotten-for-a-realisere-hydrogen-til-havs-helt-nodvendig-loft-for-a-lykkes?publisherId=17848299&lang=no

Teaser.

20. og 21.mai 2024 er ensbetydende med (kjempe)store dager, for henholdsvis Hexagon Purus og Hexagon Composites 👏 🤗 Sier ikke mer nå, men det er selvfølgelig fritt frem for å lete selv 😊

Oslo (Infront TDN Direkt): Hexagon Composites fikk et driftsresultat på 8,7 millioner kroner i første kvartal 2024, mot et driftsresultat på 21,3 millioner kroner i samme periode året før.

Og så går markedet omtrent av hengslene? Hva er greia?

🎯NOK 1,1 million group revenues for the quarter, with a 7% EBITDA margin.

⏩ On track to deliver 2025 targets, >6B NOK in revenues and 15% EBITDA margin.

The Company is on track to deliver on its 2025 targets of more than NOK 6 billion in revenues and 15% EBITDA margin.
+
Hexagon Agility’s capacity expansion program is timed to support strong growth through 2025 and beyond.
+
Eksplosiv vekst i Hexagon Purus som er på vei mot 4 - 5 milliarder NOK omsetning + EBITDA break-even i 2025, og hvor Compisites eier 38% av aksjene.
+
(Hexagon Group aksjene fått altfor mye 'urettferdig' tyn, over laaaang tid) [IMO]


Hexagon Composites ASA: First quarter 2024

May 08, 2024 - Stock Exchange Release

8 May 2024: Hexagon Composites (OSE: HEX.OL), world leader in composite cylinder technology and related systems for storage and transportation of clean gaseous energy reported revenues of NOK 1 083 million for first quarter 2024 (Q1’23: 1 130 million). The reported EBITDA was NOK 77 million (Q1’23: 83 million).

“Hexagon Agility’s Mobile Pipeline distribution business delivered record results for the eighth quarter in a row, offsetting a softer quarter for the other businesses,” says Jon Erik Engeset, Group CEO of Hexagon Composites.

Outlook

Demand for natural gas trucks is expected to ramp up from the second half of 2024 with the new 15-liter engine becoming widely available. Continued growth is also expected in the Mobile Pipeline business, mainly driven by increased production of renewable natural gas (RNG). Hexagon Agility’s capacity expansion program is timed to support strong growth through 2025 and beyond.

Hexagon Ragasco’s smart Linktra® LPG (liquid petroleum gas) cylinder was launched in April by Linde in Norway providing convenience and efficiency for consumers and distributors.

The Company is on track to deliver on its 2025 targets of more than NOK 6 billion in revenues and 15% EBITDA margin.

For further details, please see the attached first quarter 2024 report and presentation.

Presentation of the results today at 08:30 am CET

Knut Flakk, Chair of the Board and David Bandele, CFO will present the results at 08:30 am today in Oslo. The presentation will be held in the Auditorium at Hexagon's location in Oslo, Haakon VIIs gate 2, on the lower level.

The presentation will also be broadcast live via: https://channel.royalcast.com/hegnarmedia/#!/hegnarmedia/20240508_6

For more information:

Ingrid Aarsnes, VP Investor Relations & ESG, Hexagon Composites ASA
Telephone: +47 950 38 364 | ingrid.aarsnes@hexagongroup.com

Karen Romer, SVP Communications, Hexagon Composites ASA
Telephone: +47 950 74 950 | karen.romer@hexagongroup.com

About Hexagon Composites ASA

Hexagon delivers safe and innovative solutions for a cleaner energy future. Our solutions enable storage, transportation, and conversion to clean energy in a wide range of mobility, industrial and consumer applications. Learn more at www.hexagongroup.com and follow @HexagonASA on X and LinkedIn.

https://hexagongroup.com/news/hexagon-composites-asa-first-quarter-2024

og i presentasjonen guider de økte salg i Q2:-)
Vi er jo langt inn i Q2 så det er fast fisk.

Ja. Så webcasten fra presentasjonen i går kveld. Her er linkene til rapport, presentasjon og webcast. Dette taler for seg selv. Anbefales!

https://hexagongroup.com/reports

Det var vel for det meste guidingen for 25/26 samt andre halvår i 24 som ble godt mottatt.

Konkret når det gjelder vekst i Q2 2024, sier de at et 'slow Q1' i Hexagon Ragasco vil bli etterfulgt av et 'strong Q2' der. Og at Q2 vil bli 'stronger' enn Q1 i Hexagon Digital Wave.

Og fra og med 2.halvår og videre fremover, suksessivt sterkere (kjempe)vekst innen 'Truck segmentet' som en følge av den lanserte X15N motoren til Cummins.

Mobile pipeline segmentet er vel nærmest mer eller mindre synonymt med 'strong growth'.

Nå er det på tide at ledelsen i Hexagon slutter med å snakke opp kursen. De siste årene har det bare blitt verre, så det er på tide den begynner å bevise noe og vente med haussingen til så har skjedd. Useriøst tøv det hele, for økt omsetning ser ut til å øke underskuddene også.

"opp kursen"


Den var god.

Hexagon Purus fastholder (Q1 2024, 3.mai 2024) guidingen for 2025 man først ga til markedet ved børsintro høsten 2020 (!!!). En guiding som primo 2021 gjorde at markedet sendte aksjekursen til ATH 82.15 NOK. 2.mai 2024, dagen før Q1 2024 sluttet kursen på 5.01 NOK.

Og Hexagon Composites 'upper' vel nå (Q1 2024, i går 8.mai 2024) guidingen for 2024 og 2025 som man første gang ga rundt årskiftet 2020/21. Også her er kursen totalt utbombet siden da.

Så overmodenet for reaksjon opp, mildt sagt, IMO.

Det aller mest imponerende er at begge Hexagon Group selskapene akkurat nå kan skilte med fiks ferdig, stor, modernisert/effektivisert, utvidet produksjonskapasitet i 3 verdensdeler, klar til å betjene den økte etterspørselen. Man har tilsynelatende estimert og gjennomført en glimrende ekspansjon/5 års plan.

Det er nesten «for godt til å være sant».
Fasit om 1 år

Hexagon Purus er en av hovedaksjonærene i Norwegian Hydrogen. At Hexagon Purus Maritime blir tildelt roller som underleverandør til HAV Hydrogen her, bør det vel hertil være gode muligheter for.


13/05/2024

Press release

Maris Fiducia team up with HAV Hydrogen, Norwegian Hydrogen and Ankerbeer for zero emission bulk shipping

13/05/2024

Maris Fiducia Norway has entered into cooperation agreements with maritime technology company HAV Hydrogen and the hydrogen producer and distributor Norwegian Hydrogen with the objective of developing, building and operating hydrogen-powered dry-bulk vessels in Europe.

The vessels are designed by the Dutch ship designer Ankerbeer. Upon successful realization of the project, the vessels will go on hire through a zero-emission time charter agreement with Schulte & Bruns, establishing a commercial operation for vessels operating on hydrogen fuel, proving the feasibility of hydrogen technologies for shipping. The vessels shall be classed by DNV and registered in the NIS register.

The group operates a fleet of over twenty dry cargo and tanker vessels, and its Norwegian subsidiary Maris Fiducia Norway AS shall operate the hydrogen-powered vessels. The group’s primary focus is environmentally friendly maritime transportation logistics for reputable customers. The company has decades of experience with the development of advanced ship design and solutions for sustainable shipping with a track-record of over 100 newbuilds.
...
Norwegian Hydrogen is building an array of hydrogen production sites throughout the Nordics and will operate a comprehensive distribution network for green hydrogen. This capability shall provide security of supply for Maris Fiducia and Schulte & Bruns.

The cooperation with Maris Fiducia and their founder Markku Vedder, proves there are shipowners with the vision and capability to develop zero-emission shipping solutions. We look forward to the journey onwards together with Maris Fiducia, establishing corridors for sustainable shipping throughout Europe.

Jens Berge, CEO of Norwegian Hydrogen

https://norwegianhydrogen.com/news/maris-fiducia-team-up-with-hav-hydrogen-norwegian-hydrogen-and-ankerbeer

Kanskje ikke den største kursdrivren, men alle monner drar:-)
Hydrogenbiler kan fortsatt kjøre i kollektivfeltet inn til Oslo!

Var vel neppe min observasjon som gav kursløft i dag, men hva var det som løftet den?

Vel, startet denne tråden i august 22. Når det gjelder HEX er vel kursen omtrent den samme i dag som da (når man justerer for utbyttet i form av Purus-aksjer delt ut som utbytte i fjor sommer) mens Purus-kursen den gang (august 22) var ca. 200% høyere enn dagens.

Så fortsatt 'litt' å gå på til 70 ganger'n (ikke mine ord, men US analytikers om segmentet lagring av energi) siden trådstart ;)

Peers i US stiger for øvrig %vis mer ved børsåpning i dag enn det Hexagon Group selskapene gjør på Oslo Børs i dag.

Personlig, 'langsiktig feeling' i dag er at det er enormt mye å gå på når det gjelder begge Hexagon Group selskapene.

Er det noe konkret rundt hydrogen, det ser ut som alt av hydrogenaksjer fikk seg et løft. Er det noe subsidiepakker på ganag eller andre store poliiske avgjørelser?

Sjekk denne da:
https://newsweb.oslobors.no/message/619122

👍 Nye ordrer verdt USD 57.7 millioner (ca. 620 millioner NOK) fra logistikkjempen UPS, for levering innen utgangen av 2024, lar seg høre på torsdagskvelden.

Spenstige kvartalspresentasjoner fra både Composites og Purus løftet kursene en del fra (nærmest smått ubegripelige) bunnivåer, men de siste dagene trykkes de nedover igjen, nærmest som sedvanlig.

Det foregår utrolig mye og er veldig mye på gang i begge selskapene nå, noe kveldens kontrakt fint illustrerer, og jeg tror begge nå har kommet langt på vei mot noe veldig stort.

Allerede mandag inntar Purus hovedrolle i Las Vegas når man skal avduke og presentere TERN for kunder i det nordamerikanske markedet. En fantastisk begivenhet for et norsk selskap, spør du meg, for det flommer vel liksom ikke over av kjøretøyprodusenter her i landet.

Så blir det hovedrolle for Composites/Agility samme sted, fra dagen etter.

Blir spennende å se hvor lenge markedet fortsetter å forholde seg mer eller mindre ignorant, uansett og til tross for alt som skjer i Hexagon Group selskapene.

Beklager min uvitenhet - hva er TERN?

No problem. Er nok ikke veldig mange som har hørt om eller kjenner til TERN foreløpig. De har jo heller ikke lekket særlig mye før avdukingen i Las Vegas mandag. Så dette blir ekstremt spennede.


TERN

https://terntrucks.com/


Fra Q1 2024 rapporten (se også side 10 i Q1 2024 presentasjonen + omtale i webcasten fra Q1 2024, link til alt under):

We also look forward to unveiling our battery electric truck tailored for the US market at the Advanced Clean Transportation (ACT) Expo in May, in partnership with Hino Trucks.

The truck will be launched under the Tern brand and is scheduled to go into production in our new facility in Dallas by the end of 2024.

https://hexagonpurus.com/reports

Hexagon Purus.

Har postet om 'Sea Change' prosjektet før. Nå er båten klarert for passasjertrafikk i San Francisco. med tank-/drivstoffsystemer levert av Hexagon Purus. Og bygging av større utgaver er altså allerede i pipeline, som man kan lese.

Hydrogen passenger ferry cleared for commercial service in the Bay Area

By Paul Ridden
May 23, 2024

Switch Maritime has revealed that the US Coast Guard has given the green light for the first hydrogen passenger ferry in the US to enter commercial service. The Sea Change is expected to start full operations later this year.

Switch Maritime was founded in 2018, with construction of the Sea Change hydrogen fuel cell passenger ferry starting the following year at an Alamada shipyard. It was later transferred to Bellingham, Washington, for completion, sea trials from 2021 and official launch in August 2023.

The 70-ft catamaran comes equipped with 360-kW Cummins fuel cells, 242-kg hydrogen storage tanks at 250 bar from Hexagon Purus and 600-kW electric propulsion from BAE that includes 100-kWh XALT Li-ion batteries – forming a system supplied by Zero Emission Industries. West Coast Clean Fuels inked a deal in 2021 to supply around 50,000 kg of green hydrogen to the Sea Change per year.
...
Switch raised US$10 million in Series A funding late last year to support its mission to replace the "carbon-intensive, diesel-powered fleets" of private and municipal ferry operators with zero emission alternatives. Plans for 150-, 350- and 450-passenger fuel-cell vessels are already in the pipe for future construction.

https://newatlas.com/marine/switch-sea-change-hydrogen-passenger-ferry-bay-area/

NZIA!

EU har tatt raske grep, for ikke å bli akterutseilt av USA og KINA. Både HEX og HPUR er allerede svært vel etablerte i USA, og HPUR har dessuten åpnet nytt, stort produksjonsanlegg i Kina.

EU har det travelt nå. Startskuddet for NZIA blir å høre alllerede i juni eller tidlig juli.


Europe passes bill to kickstart clean tech manufacturing, to come in force from June

Tuesday, 28 May 2024

Europe has cleared the Net Zero Industry Act (NZIA), its attempt to counter the US Inflation Reduction Act and China's clean tech dominance, while kickstarting clean energy production across the continent. The NZIA must now be signed by the presidents of the European Parliament and the European Council, and is likely to come into force from June or early July.

The law calls on European nations to produce 40 percent of the clean tech equipment they consume across renewable energy such as:  

Solar photovoltaic and solar thermal technologies

Onshore and offshore renewable technologies

Battery/storage technologies

Heat pumps and geothermal energy technologies

Electrolysers and fuel cells

Sustainable Biogas/Biomethane technologies

Carbon Capture and Storage (CCS) technologies

Grid technologies 

Electrolyzers 

Other decarbonizing technologies such as carbon capture


The NZIA also proposes streamlining permits for projects that boost EU manufacturing of clean energy equipment: The continent also aims to achieve 15 percent global production of such equipment by 2040. The new law will require public authorities such as governments and local bodies that are purchasing clean tech products to base their choices not just on price, but with a 30 percent weightage to the product's "sustainability and resilience". 

European Commission President Ursula von der Leyen said in a statement: "With the Net-Zero Industry Act, the EU has now a regulatory environment that allows us to scale up clean technologies manufacturing quickly. The Act creates the best conditions for those sectors that are crucial for us to reach net-zero by 2050. Demand is growing in Europe and globally, and we are now equipped to meet more of this demand with European supply."

https://etn.news/buzz/europe-nzia

Interessant artikkel om Hexagon Composites/Agilitys største kunde/partner innen mobile pipeline - sterkt voksende Certarus.

Der er mer å lese enn det som gjengis her.


No pipeline? No problem.

Certarus collaborates with RNG developers across North America to help ameliorate the numerous challenges associated with delivering RNG to the market

94 | thebossmagazine.com | June 2024

With a burn signature that’s roughly 30% cleaner than diesel, compressed natural gas (CNG) is rapidly gaining popularity as a replacement fuel for a plethora of industries. Natural gas innovator Certarus was a catalyst for the oil and gas sector to move away from running diesel for the onsite energy demands of drilling and completions operations.

“That simple switch away from running predominantly diesel has massive emission reduction benefits, and we’re not even talking about the utilization of renewable natural gas (RNG), which could result in negative carbon emissions,” said Dan Messina, the company’s Vice President, Renewable Natural Gas.
...

The demand for low carbon energy solutions from pipeline-stranded consumers in different verticals such as utilities, industry, and well sites is skyrocketing. As energy consumption increases, so will the challenges of building pipeline networks throughout North America. These challenges become particularly important to solve given that RNG – widely considered a critical path to decarbonization – relies on these same strained transportation networks. That’s where the pioneers at Certarus come into the picture.
...
Certarus’ robust fleet and broad geographic footprint enable them to move assets rapidly to support customers across a broad swath of industries. An estimated 40% of the overall MSU (*) market is owned and operated by Certarus. Their focus on continued support of customers in need of low carbon solutions has triggered rapid growth of their equipment fleet. Last August, Certarus demonstrated that commitment to their customers by placing a USD $54 million order from long-time partner, Hexagon Agility (Hexagon), the largest single MSU order ever placed with Hexagon. At present, they have about 760 MSUs, with plans to expand the fleet to over 850 trailers by the end of 2024.

https://thebossmagazine.com/certarus/

(*) MSU - mobile storage unit

HPUR

Hexagon Purus er en av hovedeierne i Norwegian Hydrogen.

Norwegian Hydrogen fremstår som et selskap hvor aktiviteten er høy, og ettersom hydrogen ikke er noe man bare kan 'stikke i baklomma', er det vel god grunn til å tro at Hexagon Purus allerede mottar, og kommer til å motta stadig flere, ordrer fra Norwegian Hydrogen i forbindelse med selskspets behov for lagring og transport av hydrogen.

Her er en fersk, spennende nyhet fra Norwegian Hydrogen. Det opprettes et joint venture med bio-metanol produsenten Glocal Green. Joint venturet gjelder produksjon av hydrogen tilknyttet Glocal Greens bio-metanolproduksjon.

Companies Partner on Green Hydrogen in Conjunction With Bio-Methanol Production

Thursday, 06 June 2024

Beth Anton

Glocal Green AS and Norwegian Hydrogen AS have and entered into a concrete agreement cooperation for the development and establishment of hydrogen production in connection with Glocal Green's planned bio-methanol plant. The hydrogen production will be organized into a separate jointly owned company.

Dag Nikolai Ryste, CEO of Glocal Green AS, says, "A two-year study and dialogue between us have today resulted in a joint commitment to hydrogen production in connection with Glocal Green's methanol production units. It has crystallized into a clear win-win model between the parties, and in addition, this efficiency will benefit all other parties along this holistic value chain, and not least the market."
...
Jens Berge, CEO of Norwegian Hydrogen AS, comments, "By combining our resources and expertise, we can offer sustainable solutions that meet the increasing demand for green fuels. We look forward to realizing the many opportunities this partnership will bring, both nationally and internationally."
...

https://www.renewableenergymagazine.com/hydrogen/companies-partner-on-green-hydrogen-in-conjunction-20240606


I går ble forøvrig Hydrogenkonferansen 2024 avholdt i Oslo. Toppsjefene i Hexagon Purus, Norwegian Hydrogen og Vireon (som eies av Norwegian Hydrogen) holdt alle foredrag der.

https://www.hydrogen.no/aktuelt/arrangementer/hydrogenkonferansen-2024/

Hexagon Purus er en av hovedeierne i Norwegian Hydrogen. Vireon eies 100% av Norwegian Hydrogen.


Norwegian Hydrogen’s Hellesylt hub produces first green molecules

By Charlie Currieon Jun 14, 2024

Norwegian Hydrogen has produced its first molecules of green hydrogen at its 1.3 tonne-per-day hydrogen hub in Hellesylt, as it enters final commissioning and testing.

Located on the banks of the UNESCO World Heritage Geiranger Fjord, the plant is using renewable energy sources from hydropower stations in Hellesylt.

Over the coming weeks, the company says it will undertake “rigorous testing” to optimise the facility as it ramps up to full production capacity.

Green hydrogen produced in Hellesylt set to be supplied to construction firm Veidekke, EV charging company Cyan Energy and maritime developer Skulebas.

The hub will also eventually feature a hydrogen refuelling station, build by Norwegian Hydrogen’s subsidiary Vireon.

Having been under development since late 2019, the commissioning comes soon after Norwegian Hydrogen produced its first molecules of hydrogen from a 2MW plant in Hjørring, Denmark, as part of its biogas joint venture with Jens Peter Lunden.

The company expects full commercial operations to start in just a “few” weeks.

Over the past two years, Norwegian Hydrogen has attracted the backing of industry majors with Japan’s Mitsui & Co. and Australia’s Fortescue taking up 15% and 12.5% stakes respectively.

https://www.h2-view.com/story/norwegian-hydrogens-hellesylt-hub-produces-first-green-molecules/2111183.article/


14/06/2024
Final commissioning and testing at Hellesylt, preparing for full-scale green hydrogen production within the next few weeks

https://norwegianhydrogen.com/news/hellesylt-preparing-for-full-scale-green-hydrogen-production

Hexagon Purus er en av hovedeierne i Norwegian Hydrogen.

Aktiviteten i Norwegian Hydrogen er stor, og her kommer nyheten om nok et flott prosjekt som tildeles Enova-støtte. Og gjennom å 'lese litt mellom linjene' her, er jeg rimelig sikker på at Hexagon Purus Maritime etterhvert vil bli tildelt ordrer fra HAV Hydrogen i forbindelse med HAV Hydrogens produksjon og leveranse av komplette hydrogenbasert energisystem til skipene.


– Dette er pionérprosjekter, og med tildelingen går Norge nå i front

Tildelingen til ni hydrogenfartøy og seks ammoniakkfartøy er rekordstor i Enova-sammenheng.

Redaksjon Skipsrevyen

PUBLISERT Onsdag 19. juni 2024 - 14:42

– Enova har tildelt 300 millioner kroner i innovasjonsmidler til Maris Fiducia Norway AS, med HAV Hydrogen og Norwegian Hydrogen som underleverandører, for å utvikle, bygge og operere fem hydrogendrevne tørrbulkskip.

Støtten tildeles under Enovas “hydrogen i fartøy”-program som har som mål å bidra til markedsendring gjennom å støtte aktører som ønsker å ta i bruk hydrogen som drivstoff i fartøy og bidra til utvikling av teknologier for nullutslippsfartøy, skriver Maris Fiducia Norway AS, HAV Hydrogen og Norwegian Hydrogen, i en felles pressemelding. 

Maris Fiducia Norway, som er den norske virksomheten til det nederlandske rederiet Maris Fiducia, vil administrere og drive de fem fartøyene. 

Når de fem tørrbulkskipene er bygd vil de leies ut gjennom en nullutslipps timecharteravtale med Schulte & Bruns og dermed etablere kommersiell virksomhet for hydrogendrevne skip samt demonstrere anvendelse av hydrogenteknologi i skipsfart.

Fartøyene er på 6000 dwt og er designet av den nederlandske skipsdesigneren Ankerbeer. Skrogdesignet er optimalisert for effektiv drift og lavt drivstofforbruk. Energisystemet om bord skal bestå av en «dual fuel» hydrogen forbrenningsmotor kombinert med brenselceller for hjelpesystemer.

– Vi er svært glade for at Enova anerkjenner prosjektet vårt med denne støtten som er en viktig milepæl for teamet vårt i Norge. For litt over et år siden ble vi inspirert av en samtale med Jørgen Kopperstad i Norwegian Hydrogen om drivstofftilgjengelighet og teknisk kompetanse i den norske maritime klyngen. Det har vært litt av en reise siden den gang, men vi har bare så vidt begynt, sier Markku Vedder, konsernsjef i Maris Fiducia Group. 

Hydrogensystem om bord

I pressemeldingen går det fram at de i tillegg til «dual fuel» forbrenningsmotoren skal utstyre hver av de fem skipene med en Zero Emission Pod, eller ZEPOD®, som er en modul som inneholder et komplett hydrogenbasert energisystem for skip og leveres av norske HAV Hydrogen.

https://www.skipsrevyen.no/dette-er-pionerprosjekter-og-med-tildelingen-gar-norge-na-i-front/1785127

Allerede bestemt at ny runde med tildelinger til hydrogen- og amoniakkdrevet skipsfart fra Enova kommer. Bra. Søknadsfrist 27.september.


Enova has announced that the next application deadline for its “hydrogen and ammonia in vessels” programmes is September 27 and encouraged stakeholders and partners to engage with funding and project advisors to explore upcoming project calls and opportunities for collaboration.

https://splash247.com/norway-allocates-112m-to-hydrogen-and-ammonia-ships/

3 meglerhus oppgraderer til kr 40,-

Hexagon Purus ASA: Invitation to the presentation of second quarter 2024 results

I dag kl. 08:30 ∙ Global Newswire

Hexagon Purus+4,07%

Hexagon Purus ASA's second quarter results 2024 will be released on 18 July 2024, 07:00 CEST.

Morten Holum (CEO) and Salman Alam (CFO) will present the results at 08:30 CEST and the presentation will be broadcasted live via https://hexagonpurus.vivida.live.

The presentation will be held in English and will be virtual. A recording of the presentation will be made available on www.hexagonpurus.com.

For more information:

Mathias Meidell, IR Director, Hexagon Purus ASA

Telephone: +47 909 82 242 | mathias.meidell@hexagonpurus.com

Salman Alam, CFO, Hexagon Purus ASA

Telephone: +47 476 12 713 | salman.alam@hexagonpurus.com

About Hexagon Purus ASA

Hexagon Purus enables zero emission mobility for a cleaner energy future. The company is a world leading provider of hydrogen Type 4 high-pressure cylinders and systems, battery systems and vehicle integration solutions for fuel cell electric and battery electric vehicles. Hexagon Purus' products are used in a variety of applications including light, medium and heavy-duty vehicles, buses, ground storage, distribution, refueling, maritime, rail and aerospace.

Learn more at www.hexagonpurus.com and follow @HexagonPurus on Twitter and LinkedIn.

This information is subject to the disclosure requirements pursuant to Section 5-12 the Norwegian Securities Trading Act

https://www.nordnet.no/market/news/56cc58ef-4e04-4a81-865c-88e3162ac4cd

Slettet. Dobbeltposting.

Småinteressant og kanskje litt spesiell negativ kursutvikling i Hexagon-aksjene på Oslo Børs i dag, i kjølvannet av at de 4 'hydogenaksjene' jeg følger litt med på kursutviklingen i 'over there' hadde en svært så positiv dag på USA-børsene (som er stengt i dag) i går. Kanskje en kjøpsanledning? Time will show.

Aksjekurser onsdag 03.07.2024:

Plug Power Inc +8.81%
FuelCell Energy Inc +10.00%
Ballard Power Systems Inc +5.53%
Bloom Energy Corp +9.52%

Hexagon Purus - den globale markedslederen.


Published 7/5/2024

COPVs designed, qualified for demanding aerospace, automotive applications

CAMX 2024: Hexagon Purus showcases its portfolio of Type 3 and 4 COPVs which can be configured to meet a variety of needs.

Edited by: Jessica Pompili
Editorial Intern

Hexagon Purus (Oslo, Norway) is displaying its broad portfolio of composite-overwrapped pressure vessels (COPVs). The primary focus is on its Type 3 (metallic liner) and Type 4 (plastic liner) COPVs developed and qualified for the aerospace and automotive industries. Hexagon Purus’ team is available at the booth to discuss its solutions.

These cylinders are said to be lightweight, cost-effective and reliable. The company offers propellant and pressurant tanks up to 10,000 psi operating pressure and 1,000 L water volumes in a variety of mounting configurations. Custom designs are possible or an existing design can be tailored to meet the customer’s specific requirements. Cylinders can be certified to industry standards such as AIAA S-081 or G-082 or to customer-specific requirements.

Hexagon Purus’ Type 4 cylinders are designed to present several advantages in modern aerospace applications including rapid development cycles, reduced weight and fatigue resistance. They can be used in many pressurant applications and with krypton and xenon in electric ion propulsion systems. The cylinders have completed rigorous qualification test programs and have met vibration, static loading, thermal, damage tolerance, lifecycle and rupture test requirements.

Also featured are the company’s Type 4 hydrogen mobility cylinders and storage systems, which are commonly used in fuel cell electric buses and heavy-duty trucks. Cylinders operating at 350 and 700 bar are typical with hydrogen capacities up to 18 kg. Storage systems can be offered in roof mount, behind-the-cab (BTC) or sidemount configurations with capacities up to 74 kg. These systems can be supplied with the necessary refueling receptacle, filtration, regulator, high- and low-pressure gages, relief valves and controller for a completely integrated solution.

https://www.compositesworld.com/products/copvs-designed-qualified-for-demanding-aerospace-automotive-applications


CAMX 2024

https://www.thecamx.org/

https://newsweb.oslobors.no/message/623288
Det tikker inn kontrakter.

Glimrende spider!

For Ikke akkurat 'agurknytt', men snarere en storfin sommernyhet dette, fra Hexagon Composites - den globale markedslederen - om Hexagon Agilitys inntog i et nytt markedssegment, i form av ny kontrakt med et ikke navngitt, ledende, globalt gasselskap, verdt $12.8 millioner (ca. 135 millioner NOK).

At kontrakten ifølge selskapet altså også representerer inntog i et for selskapet nytt markedssegment og er inngått med en storspiller innen dette segmentet, er jo selvsagt ekstra gledelig! Så vi unner oss å gjengi hele meldingen.

Leveransene starter allerede i Q4 2024.


NEWS PROVIDED BY
Hexagon Composites ASA 
09 Jul, 2024, 06:44 GMT

OSLO, Norway, July 9, 2024 /PRNewswire/ -- Hexagon Agility, a business of Hexagon Composites, has received an order for Mobile Pipeline® TITAN modules from a global leading industrial gas company. The modules will be used to support growth in a key industrial gas market.

The order has an estimated value of USD 12.8 million (approx. NOK 135 million), and represents the continued diversification of Mobile Pipeline into new market segments.

Reducing emissions and cost
The all-composite design of the TITAN cylinders and high-strength steel frame enables the safe transport of nearly double the gas capacity of steel tube trailers. This results in fewer trips to deliver the same amount of gas, improving operational efficiency and reduces total cost of ownership and transportation emissions.

"We are proud to provide our customers with solutions that drive their business and the industry forward," said Mark Babcock, Senior Director of Mobile Pipeline at Hexagon Agility.

About the market

The competitive landscape of the industrial gas market has intensified globally over the past decade. Cost effective solutions that improve distribution efficiency are essential to delivering supply chain reliability and value for industrial gas customers.

Timing

Deliveries of the modules are scheduled to start in the fourth quarter of 2024.

For more information:

Karen Romer, SVP Communications, Hexagon Composites ASA
Telephone: +47 950 74 950 | karen.romer@hexagongroup.com  

Ingrid Aarsnes, VP Investor Relations and ESG, Hexagon Composites ASA
Telephone: +47 950 38 364 | ingrid.aarsnes@hexagongroup.com


About Hexagon Agility

Hexagon Agility, a business of Hexagon Composites, is a leading global provider of clean fuel solutions for commercial vehicles and gas transportation solutions. Products offered include (renewable) natural gas storage and distribution systems, Type 4 composite natural gas cylinders, and (renewable) natural gas vehicle fuel systems. These products transport clean gaseous fuels and enable customers to reduce emissions while saving operating costs. Learn more at hexagonagility.com and follow @HexagonAgility on X and LinkedIn.

About Hexagon Composites ASA

Hexagon delivers safe and innovative solutions for a cleaner energy future. Our solutions enable storage, transportation and conversion to clean energy in a wide range of mobility and industrial applications. Learn more at hexagongroup.com and follow @HexagonASA on X and LinkedIn.

This information was brought to you by Cision http://news.cision.com

https://www.prnewswire.co.uk/news-releases/hexagon-agility-receives-new-order-for-mobile-pipeline-modules-302191691.html