HEX - analytiker: Lagring av energi kan gå 75 ganger'n
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.
- 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
Dan
14.08.2024 kl 12:30
6598
https://channel.royalcast.com/landingpage/hegnarmedia/20230511_5/
Jeg anbefaler at du tar deg tid til å lytte gjennom presentasjonen. Det vil gi deg en bedre forståelse av retningen vi tar.
Jeg anbefaler at du tar deg tid til å lytte gjennom presentasjonen. Det vil gi deg en bedre forståelse av retningen vi tar.
Dan
13.08.2024 kl 15:42
6763
Rapport om Hexagon Composites ASA:
1. Strategiske Endringer og Finansielle Forbedringer
Hexagon Composites ASA har i 2024 tatt flere strategiske grep som har ført til en betydelig forbedring av selskapets finansielle posisjon og fremtidige vekstmuligheter.
- Salg av Hexagon Ragasco: Hexagon solgte sitt datterselskap Hexagon Ragasco for NOK 1,050 millioner. Dette salget er en nøkkelfaktor som har styrket selskapets balanse, redusert gjeld og frigjort ressurser som kan brukes til å fokusere på vekstområder som ren energi. Med Mitsuis overtakelse av finansieringen i HPUR (Hexagon Purus), har dette også fjernet usikkerheten rundt ekstern finansiering som tidligere har plaget aksjen. Dette har ført til en positiv revurdering av selskapet blant analytikere og markedsaktører.
- HPUR Usikkerhet Fjernet**: HPUR, som tidligere har vært en kilde til usikkerhet på grunn av behovet for betydelig ekstern finansiering, blir nå sett på som mindre risikabelt etter Mitsuis planlagte investeringer. Dette har ført til at aksjen ikke lenger handles med en "rabatt" som følge av HPUR-risikoen, og markedet har begynt å prise inn denne endringen.
2. Store Kontrakter og Inntektsgenerering
Hexagon Composites har i 2024 sikret seg flere store kontrakter som forventes å gi betydelig inntektsvekst og styrke selskapets markedsposisjon ytterligere.
- UPS-kontrakten: I februar 2024 forlenget Hexagon Agility sin avtale med UPS for tre nye år, og mottok samtidig ordrer på NOK 620 millioner for levering av fornybare naturgass (RNG) drivstoffsystemer til tungtransportkjøretøy. Denne kontrakten er avgjørende for Hexagons posisjon i markedet for bærekraftig transport, og forventes å bidra betydelig til selskapets inntekter i andre halvdel av 2024.
- Mobile Pipeline-moduler**: I juli 2024 mottok Hexagon Agility en ordre verdt NOK 135 millioner for Mobile Pipeline-moduler fra en ledende industriell gassbedrift. Disse modulene brukes til å transportere naturgass, og ordren representerer en viktig diversifisering av selskapets inntektskilder. Dette viser også hvordan Hexagon utvider sin tilstedeværelse i nye markedssegmenter med høyt potensial.
- RNG-drivstoffsystemer til Avfallsflåte**: En stor avfallsflåte i Nord-Amerika bestilte RNG-drivstoffsystemer fra Hexagon Agility, til en verdi av NOK 203 millioner. Denne kontrakten understreker Hexagons sterke posisjon i det raskt voksende markedet for karbon-negative transportløsninger, noe som ytterligere styrker selskapets inntektsbase.
3. Markedsutsikter og Vekstpotensial
Hexagon Composites står overfor betydelige vekstmuligheter, særlig innenfor markedet for naturgassdrevne kjøretøy, som forventes å utvide seg kraftig de kommende årene.
- Økende Markedsandeler i Naturgassmarkedet: Med lanseringen av Cummins' nye naturgassmotor i tredje kvartal 2024, forventes Hexagon å øke sin markedsandel betraktelig, spesielt i Nord-Amerika, hvor etterspørselen etter naturgassdrevne kjøretøy er økende. Hexagon har allerede en markedsandel på 70 % innen drivstoffsystemer for naturgassdrevne lastebiler.
- Vekstprognoser: Analytikere anslår at Hexagon kan nå en omsetning på over 8 milliarder kroner innen 2027. Med en EBITDA-margin på rundt 15 %, er det beregnet at selskapet kan oppnå en betydelig verdistigning. For eksempel har Carnegie, et ledende meglerhus, oppjustert sitt kursmål til 56 NOK per aksje, noe som indikerer stor tro på selskapets vekstpotensial.
- Kapasitetsutvidelse: Hexagon er i ferd med å fullføre en stor kapasitetsutvidelse innen utgangen av 2024, noe som øker selskapets omsetningspotensial til omtrent 12 milliarder kroner årlig. Denne utvidelsen vil sette Hexagon i en sterk posisjon for å møte den økende etterspørselen etter naturgassdrevne løsninger, og ytterligere styrke selskapets finansielle ytelse.
4. Teknisk Analyse og Megleranbefalinger
- Teknisk Analyse: Teknisk analyse av Hexagon Composites indikerer en sterk kjøpsanbefaling. De fleste tekniske indikatorer, som glidende gjennomsnitt (50-dagers og 200-dagers), MACD, og RSI, viser at aksjen er i en oppadgående trend. Dette styrker argumentet for at aksjen vil fortsette å stige, særlig i lys av de positive fundamentale endringene i selskapet.
- Megleranbefalinger: Flere ledende meglerhus har oppjustert sine kursmål for Hexagon Composites:
- Carnegie: Har økt sitt kursmål til 56 NOK, opp fra 36 NOK, og anbefaler kjøp.
- Sparebank 1 Markets**: Har oppgradert sitt kursmål til 40 NOK fra tidligere 32 NOK, også med en kjøpsanbefaling.
- SEB: Har også økt sitt kursmål til 40 NOK, med kjøpsanbefaling.
Disse oppjusteringene reflekterer den økende tilliten til Hexagons evne til å levere sterke resultater fremover.
5. Økt Institusjonell Interesse
Det har vært en økning i interesse fra institusjonelle investorer, med Tore Aksel Voldberg som en av de mest profilerte som har begynt å kjøpe seg opp i aksjen. Økt institusjonell interesse kan føre til ytterligere oppgang i aksjekursen, da slike investorer ofte har en betydelig innflytelse på markedet.
Konklusjon: Hvorfor Investere i Hexagon Composites?
Hexagon Composites ASA fremstår som en meget attraktiv investeringsmulighet, støttet av:
1. Sterk Finansiell Posisjon: Frigjøringen av kapital fra salget av Hexagon Ragasco har styrket balansen og redusert risikoen knyttet til HPUR, noe som gir selskapet
et solid grunnlag for videre vekst.
2. Betydelige Kontrakter: Store kontrakter med selskaper som UPS og ledende industrielle aktører innen naturgassmarkedet sikrer en stabil inntektsstrøm og gir
grunnlag for betydelig vekst i 2024 og fremover.
3. Vekstpotensial i Markedet for Ren Energi: Hexagon er godt posisjonert i markedet for naturgassdrevne kjøretøy, med potensiale for betydelig vekst i omsetning,
spesielt med den forventede økningen i markedsandelen.
4. Positive Teknisk og Fundamental Analyse: Både tekniske indikatorer og megleranbefalinger peker på videre oppgang i aksjekursen, med kursmål opp til 56 NOK
per aksje.
5. Økt Institusjonell Interesse: Den økte interessen fra institusjonelle investorer kan drive kursen ytterligere oppover, noe som gir enda større oppsidepotensial.
Med en potensiell kursoppgang på 20-30 % og solide fundamentale drivere for langsiktig vekst, er Hexagon Composites ASA en sterk kandidat for investering både på kort og lang sikt.
1. Strategiske Endringer og Finansielle Forbedringer
Hexagon Composites ASA har i 2024 tatt flere strategiske grep som har ført til en betydelig forbedring av selskapets finansielle posisjon og fremtidige vekstmuligheter.
- Salg av Hexagon Ragasco: Hexagon solgte sitt datterselskap Hexagon Ragasco for NOK 1,050 millioner. Dette salget er en nøkkelfaktor som har styrket selskapets balanse, redusert gjeld og frigjort ressurser som kan brukes til å fokusere på vekstområder som ren energi. Med Mitsuis overtakelse av finansieringen i HPUR (Hexagon Purus), har dette også fjernet usikkerheten rundt ekstern finansiering som tidligere har plaget aksjen. Dette har ført til en positiv revurdering av selskapet blant analytikere og markedsaktører.
- HPUR Usikkerhet Fjernet**: HPUR, som tidligere har vært en kilde til usikkerhet på grunn av behovet for betydelig ekstern finansiering, blir nå sett på som mindre risikabelt etter Mitsuis planlagte investeringer. Dette har ført til at aksjen ikke lenger handles med en "rabatt" som følge av HPUR-risikoen, og markedet har begynt å prise inn denne endringen.
2. Store Kontrakter og Inntektsgenerering
Hexagon Composites har i 2024 sikret seg flere store kontrakter som forventes å gi betydelig inntektsvekst og styrke selskapets markedsposisjon ytterligere.
- UPS-kontrakten: I februar 2024 forlenget Hexagon Agility sin avtale med UPS for tre nye år, og mottok samtidig ordrer på NOK 620 millioner for levering av fornybare naturgass (RNG) drivstoffsystemer til tungtransportkjøretøy. Denne kontrakten er avgjørende for Hexagons posisjon i markedet for bærekraftig transport, og forventes å bidra betydelig til selskapets inntekter i andre halvdel av 2024.
- Mobile Pipeline-moduler**: I juli 2024 mottok Hexagon Agility en ordre verdt NOK 135 millioner for Mobile Pipeline-moduler fra en ledende industriell gassbedrift. Disse modulene brukes til å transportere naturgass, og ordren representerer en viktig diversifisering av selskapets inntektskilder. Dette viser også hvordan Hexagon utvider sin tilstedeværelse i nye markedssegmenter med høyt potensial.
- RNG-drivstoffsystemer til Avfallsflåte**: En stor avfallsflåte i Nord-Amerika bestilte RNG-drivstoffsystemer fra Hexagon Agility, til en verdi av NOK 203 millioner. Denne kontrakten understreker Hexagons sterke posisjon i det raskt voksende markedet for karbon-negative transportløsninger, noe som ytterligere styrker selskapets inntektsbase.
3. Markedsutsikter og Vekstpotensial
Hexagon Composites står overfor betydelige vekstmuligheter, særlig innenfor markedet for naturgassdrevne kjøretøy, som forventes å utvide seg kraftig de kommende årene.
- Økende Markedsandeler i Naturgassmarkedet: Med lanseringen av Cummins' nye naturgassmotor i tredje kvartal 2024, forventes Hexagon å øke sin markedsandel betraktelig, spesielt i Nord-Amerika, hvor etterspørselen etter naturgassdrevne kjøretøy er økende. Hexagon har allerede en markedsandel på 70 % innen drivstoffsystemer for naturgassdrevne lastebiler.
- Vekstprognoser: Analytikere anslår at Hexagon kan nå en omsetning på over 8 milliarder kroner innen 2027. Med en EBITDA-margin på rundt 15 %, er det beregnet at selskapet kan oppnå en betydelig verdistigning. For eksempel har Carnegie, et ledende meglerhus, oppjustert sitt kursmål til 56 NOK per aksje, noe som indikerer stor tro på selskapets vekstpotensial.
- Kapasitetsutvidelse: Hexagon er i ferd med å fullføre en stor kapasitetsutvidelse innen utgangen av 2024, noe som øker selskapets omsetningspotensial til omtrent 12 milliarder kroner årlig. Denne utvidelsen vil sette Hexagon i en sterk posisjon for å møte den økende etterspørselen etter naturgassdrevne løsninger, og ytterligere styrke selskapets finansielle ytelse.
4. Teknisk Analyse og Megleranbefalinger
- Teknisk Analyse: Teknisk analyse av Hexagon Composites indikerer en sterk kjøpsanbefaling. De fleste tekniske indikatorer, som glidende gjennomsnitt (50-dagers og 200-dagers), MACD, og RSI, viser at aksjen er i en oppadgående trend. Dette styrker argumentet for at aksjen vil fortsette å stige, særlig i lys av de positive fundamentale endringene i selskapet.
- Megleranbefalinger: Flere ledende meglerhus har oppjustert sine kursmål for Hexagon Composites:
- Carnegie: Har økt sitt kursmål til 56 NOK, opp fra 36 NOK, og anbefaler kjøp.
- Sparebank 1 Markets**: Har oppgradert sitt kursmål til 40 NOK fra tidligere 32 NOK, også med en kjøpsanbefaling.
- SEB: Har også økt sitt kursmål til 40 NOK, med kjøpsanbefaling.
Disse oppjusteringene reflekterer den økende tilliten til Hexagons evne til å levere sterke resultater fremover.
5. Økt Institusjonell Interesse
Det har vært en økning i interesse fra institusjonelle investorer, med Tore Aksel Voldberg som en av de mest profilerte som har begynt å kjøpe seg opp i aksjen. Økt institusjonell interesse kan føre til ytterligere oppgang i aksjekursen, da slike investorer ofte har en betydelig innflytelse på markedet.
Konklusjon: Hvorfor Investere i Hexagon Composites?
Hexagon Composites ASA fremstår som en meget attraktiv investeringsmulighet, støttet av:
1. Sterk Finansiell Posisjon: Frigjøringen av kapital fra salget av Hexagon Ragasco har styrket balansen og redusert risikoen knyttet til HPUR, noe som gir selskapet
et solid grunnlag for videre vekst.
2. Betydelige Kontrakter: Store kontrakter med selskaper som UPS og ledende industrielle aktører innen naturgassmarkedet sikrer en stabil inntektsstrøm og gir
grunnlag for betydelig vekst i 2024 og fremover.
3. Vekstpotensial i Markedet for Ren Energi: Hexagon er godt posisjonert i markedet for naturgassdrevne kjøretøy, med potensiale for betydelig vekst i omsetning,
spesielt med den forventede økningen i markedsandelen.
4. Positive Teknisk og Fundamental Analyse: Både tekniske indikatorer og megleranbefalinger peker på videre oppgang i aksjekursen, med kursmål opp til 56 NOK
per aksje.
5. Økt Institusjonell Interesse: Den økte interessen fra institusjonelle investorer kan drive kursen ytterligere oppover, noe som gir enda større oppsidepotensial.
Med en potensiell kursoppgang på 20-30 % og solide fundamentale drivere for langsiktig vekst, er Hexagon Composites ASA en sterk kandidat for investering både på kort og lang sikt.
Redigert 13.08.2024 kl 15:47
Du må logge inn for å svare
Rect Angel
13.08.2024 kl 11:02
6801
Ordre for rask levering av drivstoffsystemer, verdt ca. 203 millioner NOK, lar seg høre.
Ikke spesifisert hvilke motor(er) denne 'refuse (alt slags avfall/rester) fleet' har bestilt drivstoffsystemer til, men går neppe lenge til nye ordrer fra andre flåter eller OEMs tikker inn nå som Cummins X15N motor er tilgjengelig i markedet.
Cummins X15N som revolusjonerer den tyngste transporten, i den forstand at gass (RNG/CNG) nå er 100% konkurransedyktig med diesel også innen dette segmentet:
https://www.cummins.com/engines/x15n-2024
Hexagon Composites ASA: Hexagon Agility receives significant order for RNG fuel systems from major refuse fleet in North America
i dag kl. 07:00 ∙ Cision
Hexagon Composites+3,34%
13 August 2024: Hexagon Agility, a subsidiary of Hexagon Composites, has received orders for renewable natural gas (RNG) fuel systems from a major refuse fleet in North America. The orders have a total value of USD 18.7 million (approximately NOK 203 million). "We are proud to enable this refuse fleet to achieve cost-effective, carbon-negative transportation without compromising their existing business operations," says Eric Bippus. "Refuse fleets face the challenge of heavy payloads and unique and demanding operating environments. Making the switch to RNG offers fleets a proven and profitable option that reduces their carbon footprint - and provides a reliable and cost-effective solution for critical fleet operations."
About the market
RNG captured from organic material in agricultural, wastewater, landfill, or food waste can produce carbon-negative results when fueling on-road vehicles like short- and long-haul trucks, transit buses, and refuse and recycling collection vehicles.
According to The Transport Project (formerly NGVAmerica) in the U.S. in 2023, 79% of all on-road fuel used in natural gas vehicles was RNG. This number grew by 16% compared to 2022 volumes, increasing 234% over the last six years.
Timing
Deliveries of the RNG fuel systems are scheduled to start in the third 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 bulk gas transportation. Its product offerings include (renewable) natural gas bulk distribution systems of compressed gases, light-weight Type 4 composite natural gas cylinders, and (renewable) natural gas fuel systems. These products transport clean gaseous fuels and enable vehicles 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, industrial and consumer applications. Learn more at hexagongroup.com and follow @HexagonASA on X and LinkedIn.
https://www.nordnet.no/market/news/40ceb0e7-8099-401f-95c9-970ead0f5ca4
Ikke spesifisert hvilke motor(er) denne 'refuse (alt slags avfall/rester) fleet' har bestilt drivstoffsystemer til, men går neppe lenge til nye ordrer fra andre flåter eller OEMs tikker inn nå som Cummins X15N motor er tilgjengelig i markedet.
Cummins X15N som revolusjonerer den tyngste transporten, i den forstand at gass (RNG/CNG) nå er 100% konkurransedyktig med diesel også innen dette segmentet:
https://www.cummins.com/engines/x15n-2024
Hexagon Composites ASA: Hexagon Agility receives significant order for RNG fuel systems from major refuse fleet in North America
i dag kl. 07:00 ∙ Cision
Hexagon Composites+3,34%
13 August 2024: Hexagon Agility, a subsidiary of Hexagon Composites, has received orders for renewable natural gas (RNG) fuel systems from a major refuse fleet in North America. The orders have a total value of USD 18.7 million (approximately NOK 203 million). "We are proud to enable this refuse fleet to achieve cost-effective, carbon-negative transportation without compromising their existing business operations," says Eric Bippus. "Refuse fleets face the challenge of heavy payloads and unique and demanding operating environments. Making the switch to RNG offers fleets a proven and profitable option that reduces their carbon footprint - and provides a reliable and cost-effective solution for critical fleet operations."
About the market
RNG captured from organic material in agricultural, wastewater, landfill, or food waste can produce carbon-negative results when fueling on-road vehicles like short- and long-haul trucks, transit buses, and refuse and recycling collection vehicles.
According to The Transport Project (formerly NGVAmerica) in the U.S. in 2023, 79% of all on-road fuel used in natural gas vehicles was RNG. This number grew by 16% compared to 2022 volumes, increasing 234% over the last six years.
Timing
Deliveries of the RNG fuel systems are scheduled to start in the third 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 bulk gas transportation. Its product offerings include (renewable) natural gas bulk distribution systems of compressed gases, light-weight Type 4 composite natural gas cylinders, and (renewable) natural gas fuel systems. These products transport clean gaseous fuels and enable vehicles 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, industrial and consumer applications. Learn more at hexagongroup.com and follow @HexagonASA on X and LinkedIn.
https://www.nordnet.no/market/news/40ceb0e7-8099-401f-95c9-970ead0f5ca4
Redigert 13.08.2024 kl 11:09
Du må logge inn for å svare
Rect Angel
07.08.2024 kl 10:50
6936
Carnegie höjer riktkursen för Hexagon Composites till 56 norska kronor (36), upprepar köp - BN
i dag kl. 06:28 ∙ Finwire
Carnegie höjer riktkursen för Hexagon Composites till 56 norska kronor (36), upprepar köp - BN
i dag kl. 06:28 ∙ Finwire
Carnegie höjer riktkursen för Hexagon Composites till 56 norska kronor (36), upprepar köp - BN
Rect Angel
31.07.2024 kl 13:03
7256
Sakset fra Nordnets aksjeforum Shareville, takk til nick DoomAndGloom.
Administrator
22 hours ago 4 min
Today, Tuesday 30 July 2024, StockCharts365.com has taken a closer look at an exciting company on the Oslo Stock Exchange: Hexagon Composites ASA (Ticker on the Oslo Stock Exchange: HEX).
[30 July 2024]
Today, Tuesday 30 July 2024, StockCharts365.com has taken a closer look at an exciting company on the Oslo Stock Exchange:
Hexagon Composites ASA (Ticker on the Oslo Stock Exchange: HEX).
The Hexagon share on the Oslo Stock Exchange (HEX) has triggered a strong technical buy signal, which indicates a doubling for the share from today's price level of around NOK 30.00, and up to NOK 55.00 - 70.00 within the next 6-12 months.
You can read more about this below in the case here under the technical analysis today of this exciting company on the Oslo Stock Exchange: Hexagon Composites ASA (ticker: HEX).
https://www.stockcharts365.com/post/today-tuesday-30-july-2024-stockcharts365-com-has-taken-a-closer-look-at-an-exciting-company-on-th
Administrator
22 hours ago 4 min
Today, Tuesday 30 July 2024, StockCharts365.com has taken a closer look at an exciting company on the Oslo Stock Exchange: Hexagon Composites ASA (Ticker on the Oslo Stock Exchange: HEX).
[30 July 2024]
Today, Tuesday 30 July 2024, StockCharts365.com has taken a closer look at an exciting company on the Oslo Stock Exchange:
Hexagon Composites ASA (Ticker on the Oslo Stock Exchange: HEX).
The Hexagon share on the Oslo Stock Exchange (HEX) has triggered a strong technical buy signal, which indicates a doubling for the share from today's price level of around NOK 30.00, and up to NOK 55.00 - 70.00 within the next 6-12 months.
You can read more about this below in the case here under the technical analysis today of this exciting company on the Oslo Stock Exchange: Hexagon Composites ASA (ticker: HEX).
https://www.stockcharts365.com/post/today-tuesday-30-july-2024-stockcharts365-com-has-taken-a-closer-look-at-an-exciting-company-on-th
Rect Angel
30.07.2024 kl 17:15
7451
Hexagon Composites/Hexagon Agility
GLOBAL | GENEVA
Agnostic: the future of alternative fuels in road transport
26 JUL 2024 · ENVIRONMENT
How do we give transport operators more options to decarbonise? We asked alternative fuels specialist and IRU member Hexagon Agility.
Which alternative fuel options are available right now? How do we foster a more diverse portfolio of solutions? How can vehicle manufacturers help?
The IRU Green Compact’s “dual approach” to decarbonising road transport leverages both efficiency measures and alternative fuels.
Efficiency measures cover logistics (retiming, route optimisation and eco-trucks), vehicles (tyres, lightweighting and advanced lubrication), and drivers (eco-driving, skills monitoring and certification schemes).
The second level of action focuses on building a robust, practical and economic transition to alternative fuels. This means investing now in fossil-free alternative fuels, including electricity, hydrogen and biofuels, as well as the public and private infrastructure, vehicles and operational practices needed to use them.
We asked Hexagon Agility, a leading manufacturer of fuel solutions for commercial vehicles and gas transport, about the available options and how to build on them.
https://www.iru.org/news-resources/newsroom/agnostic-future-alternative-fuels-road-transport
About IRU
https://www.iru.org/news-resources/newsroom/agnostic-future-alternative-fuels-road-transport
GLOBAL | GENEVA
Agnostic: the future of alternative fuels in road transport
26 JUL 2024 · ENVIRONMENT
How do we give transport operators more options to decarbonise? We asked alternative fuels specialist and IRU member Hexagon Agility.
Which alternative fuel options are available right now? How do we foster a more diverse portfolio of solutions? How can vehicle manufacturers help?
The IRU Green Compact’s “dual approach” to decarbonising road transport leverages both efficiency measures and alternative fuels.
Efficiency measures cover logistics (retiming, route optimisation and eco-trucks), vehicles (tyres, lightweighting and advanced lubrication), and drivers (eco-driving, skills monitoring and certification schemes).
The second level of action focuses on building a robust, practical and economic transition to alternative fuels. This means investing now in fossil-free alternative fuels, including electricity, hydrogen and biofuels, as well as the public and private infrastructure, vehicles and operational practices needed to use them.
We asked Hexagon Agility, a leading manufacturer of fuel solutions for commercial vehicles and gas transport, about the available options and how to build on them.
https://www.iru.org/news-resources/newsroom/agnostic-future-alternative-fuels-road-transport
About IRU
https://www.iru.org/news-resources/newsroom/agnostic-future-alternative-fuels-road-transport
Redigert 30.07.2024 kl 17:15
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Framtia
18.07.2024 kl 21:43
7715
Jeg registrerer at HEX faller hver gang NEL skuffer markedet, men jeg registrerer du forstår mye mer enn noen politiker! I Norge og de fleste steder økes produksjonen for å ta toppene, så da er det ganske innlysende for de med normal IQ skjønner at prisene på strøm må bli lav/ negativ når etterspørselen er lav...! Hadde vi benyttet produksjonskapasiteten til å akkumuleres energi i form av eksempelvis hydrogen, hadde vi ikke trengt høyere poduksjonskapasitet, men heller tatt ut topper og bunner vha ditto akkumulatorer...Vet Elon Musk med flere mener H2 er dust, men han er ikke helt i vater selv, mildt sagt! Hverken politisk eller på andre områder av fritt valg! Jeg mener både HEX, HPUR og NEL mf. har livets rett! De trenger bare kunder..og ikke minst politikere som forstår caset!
Session88
18.07.2024 kl 18:39
7732
At det er behov for påfyll har jo være klart lenge.
Mest trolig trår Mitsui til med nytt konvertibelt lån (synes jeg kunne lese det mellom linjene på presentasjonen i dag).
Mest trolig trår Mitsui til med nytt konvertibelt lån (synes jeg kunne lese det mellom linjene på presentasjonen i dag).
Rect Angel
18.07.2024 kl 17:26
7730
DER AKTIONÄR lar seg, som meg selv med flere, imponere av dagens Q2 2024 presentasjon.
Artikkelen er skrevet før aksjekursen, på lett merkverdig vis, begynte å falle kraftig på Oslo.
Hexagon Purus: Q2‑ numbers convince – share takes off
Today, 09:55 ‧ Michel Doepke
The Norwegian company is convincing with its figures for the second quarter. In terms of both sales and EBITDA, Hexagon Purus was able to exceed market expectations – and confirm the forecasts for the current year and the coming year respectively. The share rises sharply after trading begins and climbs to a new multi-month high.
Hexagon Purus set a new quarterly record with sales of 528 million Norwegian crowns (almost 45 million euros), while analysts only had 478 million crowns on their list. This corresponds to an increase of a whopping 60 percent. At EBITDA, the specialist in hydrogen storage and transport solutions recorded a loss of 97 million kroner (8.3 million euros). The forecast was a deficit of 105 million crowns.
Important: Hexagon Purus is making clear progress in terms of profitability. The hydrogen business achieved positive EBITDA in the second quarter of the year.
The company also sees itself on track to achieve its goals for 2024 and 2025. In the current year, the spin-off from Hexagon Composites aims to grow by at least 50 percent and achieve a "significant improvement" in the EBITDA margin. For 2025, management around company manager Morten Holum continues to expect revenues of between four and five billion crowns (341 million to 426 million euros) with balanced EBITDA. On average, the entire company is valued at a price-to-sales ratio of just 0.7 for 2025.
DER AKTIONÄR already wrote in mid-June that "the timetable is in place" at Hexagon Purus". The better performance in the second quarter and the confirmed forecasts underpin the exciting investment case at Hexagon Purus. The prospects are both chart-wise and fundamentally right, speculative investors can continue to access and rely on a continuation of the recovery movement.
https://www.deraktionaer.de/artikel/mobilitaet-oel-energie/hexagon-purus-q2-zahlen-ueberzeugen-aktie-startet-durch-20362190.html
Artikkelen er skrevet før aksjekursen, på lett merkverdig vis, begynte å falle kraftig på Oslo.
Hexagon Purus: Q2‑ numbers convince – share takes off
Today, 09:55 ‧ Michel Doepke
The Norwegian company is convincing with its figures for the second quarter. In terms of both sales and EBITDA, Hexagon Purus was able to exceed market expectations – and confirm the forecasts for the current year and the coming year respectively. The share rises sharply after trading begins and climbs to a new multi-month high.
Hexagon Purus set a new quarterly record with sales of 528 million Norwegian crowns (almost 45 million euros), while analysts only had 478 million crowns on their list. This corresponds to an increase of a whopping 60 percent. At EBITDA, the specialist in hydrogen storage and transport solutions recorded a loss of 97 million kroner (8.3 million euros). The forecast was a deficit of 105 million crowns.
Important: Hexagon Purus is making clear progress in terms of profitability. The hydrogen business achieved positive EBITDA in the second quarter of the year.
The company also sees itself on track to achieve its goals for 2024 and 2025. In the current year, the spin-off from Hexagon Composites aims to grow by at least 50 percent and achieve a "significant improvement" in the EBITDA margin. For 2025, management around company manager Morten Holum continues to expect revenues of between four and five billion crowns (341 million to 426 million euros) with balanced EBITDA. On average, the entire company is valued at a price-to-sales ratio of just 0.7 for 2025.
DER AKTIONÄR already wrote in mid-June that "the timetable is in place" at Hexagon Purus". The better performance in the second quarter and the confirmed forecasts underpin the exciting investment case at Hexagon Purus. The prospects are both chart-wise and fundamentally right, speculative investors can continue to access and rely on a continuation of the recovery movement.
https://www.deraktionaer.de/artikel/mobilitaet-oel-energie/hexagon-purus-q2-zahlen-ueberzeugen-aktie-startet-durch-20362190.html
Redigert 18.07.2024 kl 17:27
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Charlie Freak
18.07.2024 kl 16:39
7770
Carnegie tror selskapet trenger 1 - 1,5 milliarder i påfyll. Dette vil så klart legge en demper på aksjen fremover. Vi får håpe at noen saftige nyheter løfter aksjen før emisjon.
kelle
18.07.2024 kl 12:21
7856
Godt skrevet og dokumentert R.A. Selskapene har fått utført alt de har guidet for 4 år siden. 5 fabrikker på tre kontinenter som står klar til å produsere etter hvert som bestillingene tikker inn.. Har satset på at kursene for begge selskapene er på et helt annet nivå, enn dagens kurser, om et år fram i tid.
bernes
18.07.2024 kl 10:12
7910
Trur nok hydrogen blir endel av energimixen.
Fordelen er at det kan produseres hvor det er overkapasitet på el energi.
Energien må da lagres i batterier, hydrogen eller andre løsninger.
F.eks i land med mye sol og solpanelene leverer for mye. Finnes mange ørkenområder hvor solpaneler kan installeres.
Samme med vind.
Idag er det perioder med negativ pris på strøm. Det er ikke bærekraftig.
Disse bunnene kan tas bort ved å produsere hydrogen.
Fordelen er at det kan produseres hvor det er overkapasitet på el energi.
Energien må da lagres i batterier, hydrogen eller andre løsninger.
F.eks i land med mye sol og solpanelene leverer for mye. Finnes mange ørkenområder hvor solpaneler kan installeres.
Samme med vind.
Idag er det perioder med negativ pris på strøm. Det er ikke bærekraftig.
Disse bunnene kan tas bort ved å produsere hydrogen.
Redigert 18.07.2024 kl 10:13
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Rect Angel
18.07.2024 kl 10:11
3628
Slik ser du det. Helt greit. Er uenig. Og husk at $2 milliarder avtalen med Toyota/Hino som Purus skal levere på 2024 - 2030 handler om batterielektrisk tungtransport BEV. Rammen for bare DENNE ENE AVTALEN er altså på ca. 21 milliarder NOK (snitt 3.5 milliarder NOK omsetning pr. år).
De har også en avtale på 1milliard NOK++ med DTA (Daimler) om leveranser av BEV Freightliner.
Så din fordømmelse av selskapet er veldig primitiv. Den fremstår som om du bevisst kun ønsker å karikere selskapet, gjennom å underslå/avlede debatten fra helt fudamentale fakta når det gjelder Hexagon Purus's virksomhet, sannsynligvis mot bedre vitende, tipper jeg.
Når det gjelder hva som motiverer deg, får det være opp til enhver å gjette og gjøre seg sine tanker.
De har også en avtale på 1milliard NOK++ med DTA (Daimler) om leveranser av BEV Freightliner.
Så din fordømmelse av selskapet er veldig primitiv. Den fremstår som om du bevisst kun ønsker å karikere selskapet, gjennom å underslå/avlede debatten fra helt fudamentale fakta når det gjelder Hexagon Purus's virksomhet, sannsynligvis mot bedre vitende, tipper jeg.
Når det gjelder hva som motiverer deg, får det være opp til enhver å gjette og gjøre seg sine tanker.
Redigert 18.07.2024 kl 12:29
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velkjent
18.07.2024 kl 10:01
3585
Å levere på guiding er ikke det samme som å tjene penger på virksomheten. Hvis guidingen innebærer massiv subsidiering, er det hele et "luftslott". Hydrogen er et altfor kostbart energialternativ til å kunne konkurrere med andre og billigere..
Rect Angel
18.07.2024 kl 09:20
3668
Ja, jeg mener det jeg skriver. Det er helt enormt at de er på kurs til, og vel så det, å leverere på guidingen de først ga til markedet allerede ved børsintro høsten 2020. Omsetning 4 - 5 milliarder NOK og EBITDA break-even i løpet av 2025. Og allerede nå er altså nesten av alt av utgifter til produksjonskapasitet på 7 sites på 3 kontinenter tatt! Så alt klart for scale up og økte leveranser til selskapets imponerende partner-/kundeportefølje.
Husk også at foran nevnte guiding sendte kursen opp i ATH 82 NOK primo 2021. Nå står man altså helt på terskelen TIL FAKTISK Å LEVERE PÅ DEN MAN GUIDET I 2020 og kursen er real-time ca. en 10'er. Litt tankegods der...
PS) Såvidt jeg husker, er dine bidrag til Purus-debatten begrenset til at du poster et kort, negativt statement som dette i forbindelse med hver kvartalspresentasjon. Noe mer eller hva motivasjonen for dette er, utdyper du ikke. Poster du lignende innlegg på tråder til alle selskap du har et negativt syn på og ikke er aksjonær i når disse publiserer kvartalspresentasjoner?
Hvis du ikke tror på en fremtid for hydrogen, BEV og FEV, er det en ærlig sak, men personlig legger jeg mer vekt på hvordan Purus-kunder/partnere som Linde, Air Liquide, Toyota, Daimler, Ford, i spissen for en hel rekke andre, vurderer markedsutsiktene innen dette.
Husk også at foran nevnte guiding sendte kursen opp i ATH 82 NOK primo 2021. Nå står man altså helt på terskelen TIL FAKTISK Å LEVERE PÅ DEN MAN GUIDET I 2020 og kursen er real-time ca. en 10'er. Litt tankegods der...
PS) Såvidt jeg husker, er dine bidrag til Purus-debatten begrenset til at du poster et kort, negativt statement som dette i forbindelse med hver kvartalspresentasjon. Noe mer eller hva motivasjonen for dette er, utdyper du ikke. Poster du lignende innlegg på tråder til alle selskap du har et negativt syn på og ikke er aksjonær i når disse publiserer kvartalspresentasjoner?
Hvis du ikke tror på en fremtid for hydrogen, BEV og FEV, er det en ærlig sak, men personlig legger jeg mer vekt på hvordan Purus-kunder/partnere som Linde, Air Liquide, Toyota, Daimler, Ford, i spissen for en hel rekke andre, vurderer markedsutsiktene innen dette.
Redigert 18.07.2024 kl 10:42
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velkjent
18.07.2024 kl 09:15
3690
Så du mener dette tapssluket er hevet over enhver økonomisk realitet? Det trengs snart påfyll!
Rect Angel
18.07.2024 kl 09:07
3703
Tegner helt enormt dette. Og ikke minst er altoverveiende investeringer når det gjelder produksjonskapasitet allerede gjort! CEO nettopp ferdig og gitt ordet til CFO. Ikke tid til å se mer live nå.
Men anbefaler alle som ikke får sett live å se webcasten i opptak. Blir etterhvert gjort tilgjengelig på:
www.hexagonpurus.com
Men anbefaler alle som ikke får sett live å se webcasten i opptak. Blir etterhvert gjort tilgjengelig på:
www.hexagonpurus.com
Redigert 18.07.2024 kl 09:13
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Rect Angel
18.07.2024 kl 08:16
3786
Ja. Får prøve å se litt innom webcasten (8:30) og sjekke stemningen.
Hexagon Purus will present the Q2 2024 results at 08:30 CEST on Thursday 18 July and the presentation will be broadcast live via https://hexagonpurus.vivida.live.
Hexagon Purus will present the Q2 2024 results at 08:30 CEST on Thursday 18 July and the presentation will be broadcast live via https://hexagonpurus.vivida.live.
Redigert 18.07.2024 kl 08:24
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Session88
18.07.2024 kl 08:15
3650
Dette er strålende, full kontroll.
HPUR leverer som lovet, og litt til:)
Guidingen er ikke minst oppløftende.
HPUR leverer som lovet, og litt til:)
Guidingen er ikke minst oppløftende.
Redigert 18.07.2024 kl 08:17
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Rect Angel
18.07.2024 kl 08:08
3553
HPUR: DRIFTSRESULTAT -147M I 2.KV 2024 (VENTET -159)
I dag kl. 07:20 ∙ TDN Finans
Hexagon Composites
Oslo (Infront TDN Direkt): Hexagon Purus fikk et driftsresultat på -147 millioner kroner i andre kvartal 2024, mot et driftsresultat på -120 millioner kroner i samme periode året før.
Det opplyser selskapet i kvartalsrapporten torsdag.
På forhånd var driftsresultatet ventet til -159 millioner kroner i kvartalet, ifølge estimater innhentet av selskapet.
Ebitda ble -97 millioner kroner i kvartalet (-89), av en omsetning på 528 millioner kroner (330). Ebitda var ventet til -105 millioner kroner, mens omsetningen var ventet til 478 millioner kroner.
I dag kl. 07:20 ∙ TDN Finans
Hexagon Composites
Oslo (Infront TDN Direkt): Hexagon Purus fikk et driftsresultat på -147 millioner kroner i andre kvartal 2024, mot et driftsresultat på -120 millioner kroner i samme periode året før.
Det opplyser selskapet i kvartalsrapporten torsdag.
På forhånd var driftsresultatet ventet til -159 millioner kroner i kvartalet, ifølge estimater innhentet av selskapet.
Ebitda ble -97 millioner kroner i kvartalet (-89), av en omsetning på 528 millioner kroner (330). Ebitda var ventet til -105 millioner kroner, mens omsetningen var ventet til 478 millioner kroner.
Redigert 18.07.2024 kl 08:09
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Rect Angel
18.07.2024 kl 07:26
3614
Hexagon Purus ASA: Results for the second quarter 2024
I dag kl. 07:00 ∙ Global Newswire
Hexagon Purus
Key developments in Q2 2024:
All-time high quarterly revenue of NOK 528 million in the second quarter of 2024, up 60% from the second quarter of 2023. YTD revenue as per the second quarter of 2024 stood at NOK 935 million, up 63% compared to the same period in 2023;
EBITDA was NOK -97 million in the second quarter of 2024, compared to NOK -89 million in the same period last year. This corresponds to an EBITDA margin of -18% in the second quarter of 2024, up from -27% in the second quarter of 2023. YTD as per the second quarter of 2024, the EBITDA margin is -21%, up from -35% in the same period last year;
The Hydrogen Mobility & Infrastructure (HMI) segment turned EBITDA positive during the second quarter, delivering EBITDA of NOK 17 million, equal to an EBITDA margin of 3%. This has also brought the year-to-date EBITDA into positive territory for the HMI segment;
Launched the Tern RC8, a zero-emission truck to be delivered under the long-term agreement between Hexagon Purus and Hino Trucks for complete battery electric vehicles, to be distributed through Hino's dealer network in the U.S;
Announced serial production partnership with Toyota North America for supply of hydrogen storage systems and battery systems for Toyota's fuel cell electric powertrain kit for commercial vehicles for the North American market;
Exited the quarter with order backlog consisting of firm purchase orders of approximately NOK 1.0 billion, providing solid line-of-sight to full-year revenue target.
"We have just reported yet another record quarter for Hexagon Purus, adding to an already strong start to the year and keeping us well on track to deliver on our targets. We continue to expect that full-year 2024 will be a year of significant revenue growth and a large step in the right direction towards EBITDA breakeven in 2025.", says Morten Holum, CEO of Hexagon Purus. "It is very encouraging to see that our hydrogen business in Europe and North America is already EBITDA positive for the first half of 2024, and we expect performance to further improve towards year-end as volume and scale increase".
Hexagon Purus Q2 2024 consolidated financials
In the second quarter of 2024, Hexagon Purus ("the Company" or "the Group") generated all-time high quarterly revenue of NOK 528 million, up 60% from the corresponding period in 2023. Hydrogen infrastructure and hydrogen mobility solutions were the main drivers of growth year-over-year. Year-to-date as of the second quarter of 2024, accumulated revenue stood at NOK 935 million, up 63% compared to the same period in 2023.
Total assets at the end of the second quarter of 2024 amounted to NOK 4,619 (3,818) million. The year-over-year increase in total assets is mainly driven by increases to property, plant and equipment and right-of-use assets resulting from the Company's capacity expansion program, combined with an increase in working capital to cater for a higher activity level. Trade receivables increased to NOK 401 (256) million in the second quarter of 2024 and reflects the strong revenue growth experienced in the quarter. Inventory stood at NOK 611 (449) million, and the year-over-year increase is partly driven by the ramp-up phase that the battery systems & vehicle integration (BVI) business is in. The Company's working capital position reflects the Company's sustained growth track-record, which is expected to continue going forward.
Net cash flow from operating activities in the second quarter of 2024 was NOK -232 (-172) million, of which NOK -120 (-71) million was due to an increase in net working capital, driven by an increase in inventory and trade receivables on the back of strong revenue growth.
Net cash flow from investing activities was NOK -180 (-264) million in the second quarter of 2024, of which NOK 133 million relates to investments in production equipment and facilities related to the Company's capacity expansion program and NOK 43 million relates to the final earn-out payment related to the acquisition of Wystrach in 2021. Net cash flow from financing in the second quarter of 2024 was NOK -5 (56) million. Cash interest payments and repayment of lease liabilities amounted to NOK 26 (18) million in the second quarter of 2024.
Cash and cash equivalents stood at NOK 543 (973) million at the end of the second quarter of 2024.
Hydrogen Mobility and Infrastructure (HMI)
Revenue for the HMI segment in the second quarter of 2024 totaled NOK 526 million, up 71% year-over-year. Year-to-date as of the second quarter of 2024, revenue amounted to NOK 914 million, which represents growth of 69% compared to the corresponding period in 2023. 62% (59%) of the HMI segment revenue in the second quarter of 2024 stemmed from hydrogen infrastructure solutions, which grew 82% year-over-year. Hydrogen mobility, which covers revenue from the sale of type 4 hydrogen cylinders and cylinder systems for hydrogen-powered on-road and off-road vehicles, continued its strong growth momentum from the start of the year and made up 28% (11%) of HMI segment revenue in the second quarter of 2024. This represents 335% year-over-year growth.
EBITDA for the HMI segment in the second quarter of 2024 ended at NOK 17 (2) million, equivalent to an EBITDA margin of 3% (1%). Year-to-date as per the second quarter of 2024, EBITDA was NOK 1 (-32) million, equivalent to an EBITDA margin of 0% (-6%). It is highly encouraging to see that the HMI segment now has passed the point of EBITDA break-even, as higher volume with solid gross margins is increasing scale and fixed cost absorption, leading to improved profitability.
Historical financials for HMI are made available on www.hexagonpurus.com together with Q2 2024 report and presentation.
Battery Systems and Vehicle Integration (BVI)
Revenue for the BVI segment in the second quarter of 2024 totaled NOK 2 (11) million, and year-to-date as of the second quarter, revenue stood at NOK 21 million.
The segment's revenue development is largely in line with expectations, and any significant revenue recognition related to the two major agreements signed for delivery of complete battery electric utility and heavy-duty vehicles to Hino Trucks and Daimler Trucks North America is not expected until the fourth quarter of 2024.
Historical financials for BVI are made available on www.hexagonpurus.com together with Q2 2024 report and presentation.
Outlook
The Company's financial and operational performance in the second quarter of 2024 and year-to-date 2024 has developed in line with expectations, and the focus for the remainder of the year is to increase the capacity utilization of the new production footprint combined with operational improvements while minimizing further capital spend. 2024 is an important transitional year from a profitability perspective to reach Group EBITDA break-even in 2025. It is highly pleasing and encouraging to see that the profitability trend in 2024 has developed as expected and that the HMI segment is now EBITDA positive. This gives further confidence to the Group's 2025 EBITDA break-even target. The current capacity expansion program will be mostly behind us by the end of this year, and beyond this, the level of investments in new production capacity will be tempered going forward.
The hydrogen infrastructure and mobility offering is expected to continue to be a key growth driver for revenue for the remainder of 2024. More significant revenue recognition related to the Company's battery electric utility and heavy-duty vehicles for Daimler Trucks North America and Hino Trucks is expected to commence during the fourth quarter of 2024 and will be an important driver of revenue growth in 2025
The Company's order backlog, consisting of firm customer purchase orders, stood at approximately NOK 1.0 billion as of the second quarter of 2024, with about 86% due for execution in 2024 and the remaining 14% for execution in 2025. Combining the year-to-date revenue as of the second quarter of 2024 with the backlog for the rest of 2024, gives 90% coverage of this year's revenue target. The backlog for 2025 is expected to increase significantly during the second half of 2024 as the planning for 2025 deliveries with the Company's major hydrogen distribution customers will commence during the third quarter of 2024. The backlog dynamic is expected to change somewhat going forward as mobility applications becomes a larger part of the revenue mix. The Company's mobility customers, compared to its hydrogen infrastructure customers, usually have much shorter lead-time from purchase order to delivery, which means backlog coverage far out in time will usually also be lower in relative terms.
For the full year 2024, the Company continues to expect revenue growth of at least 50% year-over-year, as well as significant year-over-year improvement in the Group's EBITDA margin.
Presentation of the results
Hexagon Purus will present the Q2 2024 results at 08:30 CEST on Thursday 18 July and the presentation will be broadcast live via https://hexagonpurus.vivida.live.
The presentation will be held in English and will be virtual. 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
https://www.nordnet.no/market/news/0177be3d-180b-4255-a0ec-d4afba88aa1c
Redigert 18.07.2024 kl 07:26
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Rect Angel
11.07.2024 kl 11:40
3796
Hexagon Composites.
IVECO er Hexagon-partner/kunde. Denne udersøkelsen konkluderer med fantastiske tall når det gjelder reduksjon i utslipp av uønskede gasser ved bruk komprimert biometan/'renewable natural gas' som drivstoff.
Dette lover selvsagt veldig godt med henblikk på fortsatt vekst når det gjelder anvendelse av komprimert biometan som drivstoff. Noe som er ensbetydende med økt etterspørsel etter Hexagon Composutes's Hexagon Agilitys relaterte drivstoffsystemer. Hexagon Agility er klart markedsledende når det gjelder slike systemer.
BIOMETHANE
New study on the environmental impacts of compressed biomethane
Thursday, July 11, 2024 - 07:51
Mark Salisbury
IVECO has promoted a study carried out by the Institute of Atmospheric Pollution of the Italian National Research Council (CNR) to evaluate the environmental impacts of the use of compressed biomethane deriving from the organic fraction of municipal solid waste (OFMSW), comparing it with traditional fuels (diesel and compressed natural gas) used in vehicles employed for waste collection in urban areas.
The reference scenario for the study was the Italian market, characterised by a widespread distribution of CNG refuelling stations due to the large number of methane-powered vehicles – among the highest in Europe. The analysis carried out was a Well-to-Wheels analysis, i.e. an analysis that takes into consideration the impacts of the production and use of a fuel, without taking into account the construction or maintenance of the plants and infrastructure, in order to have a pure comparison of the fuels themselves. The analysis explored the contribution of CO2 capture in the production chain, and the contribution of the energy mix used to power the various industrial processes.
The results of the study reveal the potentially decisive role of compressed biomethane for the decarbonisation of the transport sector and for the reduction of air pollution in urban areas. In fact, in the analysed sector, compressed biomethane can lead to a reduction in climate-changing gases of up to 96% compared to diesel, and a reduction in nitrogen oxide emissions of up to 72%. These strong reductions can certainly contribute to achieving the carbon neutrality objectives set at a European level.
https://www.fleetpoint.org/fuel/biomethane/new-study-on-the-environmental-impacts-of-compressed-biomethane/
IVECO er Hexagon-partner/kunde. Denne udersøkelsen konkluderer med fantastiske tall når det gjelder reduksjon i utslipp av uønskede gasser ved bruk komprimert biometan/'renewable natural gas' som drivstoff.
Dette lover selvsagt veldig godt med henblikk på fortsatt vekst når det gjelder anvendelse av komprimert biometan som drivstoff. Noe som er ensbetydende med økt etterspørsel etter Hexagon Composutes's Hexagon Agilitys relaterte drivstoffsystemer. Hexagon Agility er klart markedsledende når det gjelder slike systemer.
BIOMETHANE
New study on the environmental impacts of compressed biomethane
Thursday, July 11, 2024 - 07:51
Mark Salisbury
IVECO has promoted a study carried out by the Institute of Atmospheric Pollution of the Italian National Research Council (CNR) to evaluate the environmental impacts of the use of compressed biomethane deriving from the organic fraction of municipal solid waste (OFMSW), comparing it with traditional fuels (diesel and compressed natural gas) used in vehicles employed for waste collection in urban areas.
The reference scenario for the study was the Italian market, characterised by a widespread distribution of CNG refuelling stations due to the large number of methane-powered vehicles – among the highest in Europe. The analysis carried out was a Well-to-Wheels analysis, i.e. an analysis that takes into consideration the impacts of the production and use of a fuel, without taking into account the construction or maintenance of the plants and infrastructure, in order to have a pure comparison of the fuels themselves. The analysis explored the contribution of CO2 capture in the production chain, and the contribution of the energy mix used to power the various industrial processes.
The results of the study reveal the potentially decisive role of compressed biomethane for the decarbonisation of the transport sector and for the reduction of air pollution in urban areas. In fact, in the analysed sector, compressed biomethane can lead to a reduction in climate-changing gases of up to 96% compared to diesel, and a reduction in nitrogen oxide emissions of up to 72%. These strong reductions can certainly contribute to achieving the carbon neutrality objectives set at a European level.
https://www.fleetpoint.org/fuel/biomethane/new-study-on-the-environmental-impacts-of-compressed-biomethane/
Redigert 11.07.2024 kl 11:42
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Rect Angel
09.07.2024 kl 09:51
3895
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
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
Redigert 09.07.2024 kl 09:59
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Rect Angel
05.07.2024 kl 09:19
4226
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/
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/
Redigert 05.07.2024 kl 09:23
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Rect Angel
04.07.2024 kl 12:18
4381
rosgun skrev 3 meglerhus oppgraderer til kr 40,-
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%
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%
Redigert 04.07.2024 kl 12:28
Du må logge inn for å svare
Rect Angel
04.07.2024 kl 12:17
4175
rosgun skrev 3 meglerhus oppgraderer til kr 40,-
Slettet. Dobbeltposting.
Redigert 04.07.2024 kl 12:36
Du må logge inn for å svare
Rect Angel
04.07.2024 kl 09:11
4206
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
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
Rect Angel
20.06.2024 kl 11:42
4644
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/
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/
Rect Angel
19.06.2024 kl 15:46
4714
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
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
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Rect Angel
15.06.2024 kl 11:31
4907
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
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
5096
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.
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
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Rect Angel
04.06.2024 kl 12:10
5233
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
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
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Rect Angel
28.05.2024 kl 11:39
5640
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
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
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Rect Angel
23.05.2024 kl 22:33
5802
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/
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
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Rect Angel
17.05.2024 kl 17:50
6326
Sandie skrev 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
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
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