HEX - analytiker: Lagring av energi kan gå 75 ganger'n

Rect Angel
HEX 20.08.2022 kl 21:13 104084

TICKERE: HEX og HPUR


- Ingen industri i verden er posisjonert til å vokse så mye så raskt, sier analytikeren.

HEXAGON GROUP == HEXAGON COMPOSITES + HEXAGON PURUS == LAGRING OG MELLOMLAGRING AV ENERGI. BEGGE SELSKAP HAR STERK TILSTEDEVÆRELSE I USA. BEGGE ER GLOBALT MARKEDSLEDENDE INNEN SINE FORRETNINGSOMRÅDER. HEXAGON COMPOSITES EIER 38.40% AV AKSJENE I HEXAGON PURUS.

Overlater til enhver selv å vurdere analytikerens betraktninger og sammenholde disse med uttalelsen jeg siterer CEO i Hexagon Composites og styrelemedlem i Hexagon Purus Jon Erik Engeset på. Engeset uttalte det man kan lese nederst i trådstart i forbindelse med presentasjonen av Hexagon Composites' Q2 2022, 11.august.


The U.S. Senate Just Freed Energy Storage Stocks to Soar 75X

To our knowledge, no other industry in the world is positioned to grow this much, this quickly

By Luke Lango, InvestorPlace Senior Investment Analyst Aug 9, 2022, 10:46 am EDT
...
Yep. You read that right. It’s not a typo. Thanks to the Senate’s recent move, a certain group of stocks could soar 75-fold over the next several years. It would turn every $10,000 investment into a $750,000 payday.

It sounds too good to be true. I know. But it’s not. This legislation is truly historic — and it’s about to light a fire under an already red-hot hypergrowth tech industry.

The best stocks in that industry could be your golden tickets. They’re stocks that could make legends out of ordinary investors and fortunes out of small investments.

https://investorplace.com/hypergrowthinvesting/2022/08/the-u-s-senate-just-cleared-the-way-for-energy-storage-stocks-to-soar-75x/


“Looking ahead, we believe that the US Inflation Reduction Act and the European Commission’s REPower EU, as well as similar programs in other major economies, will drive Hexagon’s total addressable market to new levels,” says Engeset.

https://www.globenewswire.com/news-release/2022/08/11/2496331/0/en/Hexagon-Composites-ASA-Second-quarter-2022.html


Edit) Kom ikke frem at det er Engeset som står bak sitatet nederst. Nå er "says Engeset" på plass.
Redigert 06.02.2024 kl 15:35 Du må logge inn for å svare
Rect Angel
19.06.2024 kl 15:46 3842

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
Redigert 20.06.2024 kl 11:57 Du må logge inn for å svare
Rect Angel
15.06.2024 kl 11:31 4035

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
Rect Angel
07.06.2024 kl 12:33 4233

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/
Redigert 07.06.2024 kl 12:37 Du må logge inn for å svare
Rect Angel
04.06.2024 kl 12:10 4369

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
Redigert 04.06.2024 kl 12:27 Du må logge inn for å svare
Rect Angel
28.05.2024 kl 11:39 4775

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
Redigert 28.05.2024 kl 12:20 Du må logge inn for å svare
Rect Angel
23.05.2024 kl 22:33 4958

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/
Redigert 23.05.2024 kl 22:50 Du må logge inn for å svare
Rect Angel
17.05.2024 kl 17:50 5488

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
Redigert 17.05.2024 kl 17:51 Du må logge inn for å svare
Rect Angel
16.05.2024 kl 23:48 5639

👍 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.
Redigert 17.05.2024 kl 16:53 Du må logge inn for å svare
vulkan
15.05.2024 kl 09:18 5885

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?
Rect Angel
14.05.2024 kl 15:59 5926

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.
Redigert 14.05.2024 kl 16:15 Du må logge inn for å svare
vulkan
14.05.2024 kl 15:12 5934

Var vel neppe min observasjon som gav kursløft i dag, men hva var det som løftet den?
vulkan
14.05.2024 kl 08:32 5964

Kanskje ikke den største kursdrivren, men alle monner drar:-)
Hydrogenbiler kan fortsatt kjøre i kollektivfeltet inn til Oslo!
Rect Angel
13.05.2024 kl 13:23 6000

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
vulkan
10.05.2024 kl 22:58 6211

Det er nesten «for godt til å være sant».
Fasit om 1 år
Rect Angel
09.05.2024 kl 19:08 6365

"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.
Redigert 10.05.2024 kl 13:09 Du må logge inn for å svare
velkjent
09.05.2024 kl 18:31 6368

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.
Rect Angel
09.05.2024 kl 16:43 6433

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'.
Redigert 09.05.2024 kl 16:44 Du må logge inn for å svare
spider
09.05.2024 kl 15:23 6466

Det var vel for det meste guidingen for 25/26 samt andre halvår i 24 som ble godt mottatt.
Rect Angel
09.05.2024 kl 14:57 6442

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
Redigert 09.05.2024 kl 14:58 Du må logge inn for å svare
vulkan
08.05.2024 kl 13:09 6647

og i presentasjonen guider de økte salg i Q2:-)
Vi er jo langt inn i Q2 så det er fast fisk.
Rect Angel
08.05.2024 kl 11:01 3432

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
Redigert 08.05.2024 kl 11:09 Du må logge inn for å svare
Gitarhelt1
08.05.2024 kl 10:56 3433

🎯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.
Aramis
08.05.2024 kl 10:39 3435

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?
Rect Angel
07.05.2024 kl 23:06 3570

Published 5/7/2024

Hexagon Purus reports all-time high quarterly revenue, up 67% over Q1 2023

Type 4 CFRP cylinder manufacturer continues ramp-up, with H2 infrastructure up 38% and H2 mobility up 213% year over year while momentum continues in aerospace applications.

Edited by: GINGER GARDINER
Senior Technical Editor, CompositesWorld

Hexagon Purus (Oslo, Norway) has announced an all-time-high quarterly revenue of NOK 407 million ($37.5 million) in Q1 2024, up 67% from Q1 2023. In particular, the company’s hydrogen mobility and infrastructure (HMI) segment is up 66% with infrastructure up 38% and mobility — which covers revenue from CFRP Type 4 cylinders and systems in vehicles — was up 213%. Moreover, construction of all new production facilities is complete and extensive ramp-up continues across the new manufacturing footprint; backlog of firm purchase orders worth ~NOK 1.2 billion  (~$100.4 million) is positive for full-year revenue ambitions.

https://www.compositesworld.com/news/hexagon-purus-reports-all-time-high-quarterly-revenue-up-67-over-q1-2023
Rect Angel
29.04.2024 kl 12:53 3870

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 😊
Rect Angel
29.04.2024 kl 11:27 3896

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
Session88
23.04.2024 kl 18:33 4289

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/
Session88
23.04.2024 kl 13:26 4342

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.
Rect Angel
23.04.2024 kl 12:33 4312

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
Redigert 23.04.2024 kl 12:51 Du må logge inn for å svare
Rect Angel
18.04.2024 kl 15:39 4515

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/
Redigert 18.04.2024 kl 15:46 Du må logge inn for å svare
Rect Angel
18.04.2024 kl 11:49 4573

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
Redigert 18.04.2024 kl 16:59 Du må logge inn for å svare
Rect Angel
16.04.2024 kl 11:18 4679

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
Redigert 16.04.2024 kl 11:21 Du må logge inn for å svare
Rect Angel
05.04.2024 kl 18:55 5011

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
vulkan
04.04.2024 kl 10:45 5176

Er bekymringen, nedgang i kurs, relatert til om det blir ny emisjon og da hva neste emisjonskurs blir på?
Rect Angel
24.03.2024 kl 20:59 5578

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
Baklengssaldo
22.03.2024 kl 19:53 5704

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