Denne artikkelen som omhandler opptak av Cummins nye flaggskip, den gassdrevne motoren X15N, i USA, taler sitt tydelige språk om at vi nå går svært spennende tider i møte.

Hexagon Agility er ikke eksplisitt nevnt i teksten, men 'fortvil ikke'. Åpne bare linken og se på det svært pene bildet som deler teksten i artikkelen i to like lange deler. :)

Og under Q2 2024 i august sa da også Flakk at Peterbilt og Kenworth allerede er 'ready to go' med X15N med tilhørende drivstoffsystemer levert av Hexsgon Agility mens DTA (Daimler) vil følge i 2025.


Arkansas trucking firm first to test new renewable gas engine

September 16, 2024

The Arkansas-based J-B Hunt trucking firm has become the first big transportation company to take part in tests involving a new renewable natural gas engine produced by Clean Energy Fuels Corp of California.

Clean Energy announced the launching of a program to allow heavy-duty fleets to operate a truck equipped with the new Cummins X15N engine. JB Hunt, based in Lowell, Arkansas and considered one of the largest commercial fleet operations with extensive logistics and transportation services in the country, was the first company to participate in the program.

The 2025 Peterbilt 579 day cab tractor, branded in Clean Energy’s signature green and equipped with Cummins’ 15-liter X15N natural gas engine, will be available for fleets to test on their normal routes in up to two-week intervals. The fleets operating the demo truck will be able to utilize Clean Energy’s fueling infrastructure which consists of over 600 stations across North America, 200 of which have public tractor-trailer access.

Clean Energy’s X15N demo truck program is expected to run through 2025 or longer as demand and interest grows. The truck will make its way through large and medium size heavy-duty trucking companies in California, Arizona, Texas, Oklahoma, Ohio, Michigan, Pennsylvania, Florida and states in between. This fall, other industry carriers will follow J.B. Hunt to challenge the capabilities of the new engine running on low-carbon RNG.

“As a solutions-driven industry leader, we are constantly exploring and testing opportunities that have the potential to deliver value for customers who are looking to reduce carbon emissions in their supply chain,” said Greer Woodruff, executive vice president of safety, sustainability and maintenance at J.B. Hunt.

“We are excited to be the first carrier in Clean Energy’s pilot program and to get hands-on experience with the Cummins X15N tractor. Vehicles powered by renewable natural gas produce significantly less carbon emissions throughout their lifecycle and are more compatible with today’s available infrastructure than most competing emissions reduction technologies. The new technology and supporting fuel network in this pilot have the potential to be a viable, cost-effective solution for customers wanting to decrease their carbon footprint in the near term.”
...
The new Cummins X15N engine is currently being tested by some of the country’s biggest and most demanding fleets and orders have already begun. It is receiving high praise for its capability to haul heavy loads for a 800+ mile range and is delivering on similar power and torque to its diesel counterpart the X15.
...

https://www.okenergytoday.com/2024/09/arkansas-trucking-firm-first-to-test-new-renewable-gas-engine/

Molnes i FA i dag: Kan senke OPEC.

"OPEC er verdens eneste lovlige kartell og de holder fortsatt sammen. Hadde det vært nedgangskonjunktur nå ville oljeprisen vært lavere enn dagens nivå rundt 70 dollar pr. fat. Det som skjer er at både Kina og USA øker bruken av naturgass på bekostning av oljeprodukter der de er mye billigere.
Mangelen på energi etter Russlands krig med Ukraina har ledet til et marked som nå er overfylt av naturgass. Kina har vært raskest til å ta i bruk billig naturgass. Nyhetsbrevet Doomberg sier i en podcast at én av tre lastebiler som ble solgt i Kina i april i år går på naturgass. Dette har redusert diesel forbruket i Kina med flere hundretusen fat og oljeforbruket tre ganger så mye. Å bytte fra diesel til LNG er både renere og billigere, og dette er bare begynnelsen."

Tror høytrykkstankene og lagringssystememe til HEX og co ligger godt an i tiden som kommer.

Ja, nettopp dette var jo Flakk tilsynelatende helt tydelig på i Finansavisen for 2 - 3 uker siden (se innlegg her på tråden 27.08.2024 kl 21:08, abonnerer ikke på FA så spurte om noen kunne referere litt utover det som var åpent å lese, uten å få respons. Men poenget var ikke så vanskelig å ta).

Ingen stor motstand heller på veien til 50-60kr nå så løp å kjøp😃

Under avtroppende CEO i Hexagon Composites Jon Erik Engesets ledelse har selskapet mer enn femdoblet omsetningen. Og Engesets nye rolle er neppe noen ulempe for Hexagon Purus Maritime.


Han er ny styreleder i Skipsteknisk

Jon Erik Engeset har tiltrådt som ny styreleder i Skipsteknisk AS.

Helge Martin Markussen
Journalist

Publisert torsdag 19. september 2024 - 15:16 Sist oppdatert torsdag 19. september 2024 - 15:22

Engeset har siden tidlig på 90-tallet hatt ledende stillinger i næringslivet, p.t. som konsernsjef i Hexagon Composites ASA. Han har også bakgrunn fra maritim bransje, blant annet som medlem av ledergruppen i Rolls-Royce Marine fra 1999 til 2002, heter det i en pressemelding.

Skipsteknisk AS ble etablert i 1976 og har gjennom nesten fem tiår vært et ledende og frittstående skipsdesign-miljø primært rettet mot segmentene fiskeri, offshore og forskning. Det er i dag 54 høyt kompetente ansatte i selskapet.

Selskapet gjennomgår en spennende utvikling, og det forventes høy aktivitet de kommende årene.

– Skipsteknisk AS vil i tiden fremover vurdere ulike alternativer for å ytterligere styrke og videreutvikle selskapet, står det i meldingen.

https://www.skipsrevyen.no/skipsteknisk/han-er-ny-styreleder-i-skipsteknisk/1824774

Kan si meg enig med Kruttgubben: Ingen spesiell motstand på oversiden mot 50 - 60 Men akkurat nå er det stor fare for en korreksjon ned mot 41 eller lavere.
Aksjen har gått som en kule de siste 10 dagene. fra ca. 37 til i overkant av 44 i dag. Nesten 20% uten spesielle nyheter. RSI er høyt over 70 og aksjen er kraftig overkjøpt. Dette er teknisk analyse, så det er på ingen måte fasit på at det blir slik. Men heller ikke unaturlig om det blir det. Morgendagen vil gi svar på om analysen holder og om det er noe å holde seg til. Ellers sluttet alle indeksene i USA i grønt. Nasdaq godt over 2,5% opp. Dette burde være positivt for morgendagen. Svaret får vi i morgen

https://www.investtech.com/dk/market.php?CompanyID=100255

Hex har vært utrolig sterk de siste dagene. Fortsetter oppturen? Eller får vi den korreksjon som tidligere antydet, kunne komme. Nasdaq snudde ned og endte i rødt på tampen av dagen. Peter Hermanrud spår børsen ned 15 - 20%. Men han har tatt feil flere ganger tidligere.
Vi går i alle fall mot en veldig spennende uke.

Hexagon Purus. Melding. Avtale med Eurotainer.

"After evaluating several Type 4 hydrogen storage providers, we selected Hexagon Purus for their proven track record and the exceptional quality of their products. We're excited to have them as a reliable partner."

Nicolas Rougeron, General Manager Europe, Eurotainer


Hexagon Purus : Eurotainer accelerates Norway’s hydrogen economy with Hexagon Purus hydrogen distribution solution

September 23, 2024 at 01:13 am EDT

(Oslo, 23 September 2024) In support of Norway's ambitious goal to become a low-emission society by 2050, Eurotainer, a global leader in tank container leasing, has partnered with Hexagon Purus, a world leading provider of zero-emission infrastructure and mobility solutions, to launch Type 4 hydrogen storage solutions. This marks the first time these advanced hydrogen storage systems will be available for leasing to industrial customers in Norway, including Norwegian Hydrogen.

Hexagon Purus will provide 380-bar hydrogen distribution systems, designed for the safe and efficient transportation of green hydrogen. These systems will be available through Eurotainer's leasing network to support hydrogen transport for mobility and industrial applications across Norway and beyond, playing a key role in advancing the country's hydrogen economy.

Among Eurotainer's customers is Norwegian Hydrogen, already producing green hydrogen at its recently opened Hellesylt Hydrogen Hub, and with additional production facilities in development across the Nordics. The hydrogen produced will be distributed to a group of industrial customers, including construction company Veidekke which will use the green hydrogen to significantly reduce emissions on two of their asphalt production plants in the region. Some of the hydrogen will also be utilized by Vireon, a subsidiary of Norwegian Hydrogen, which aims to become the leading operator of hydrogen refueling stations for heavy transport in the Nordic region.

The new hydrogen storage systems, manufactured at Hexagon Purus' facility in Weeze, Germany, will be delivered by the end of the year. This collaboration will further expand the distribution of green hydrogen, a key element in Norway's transition to a sustainable, low-emission future.

Driving Energy Transformation

"We see immense potential in Norway and in broader European markets as hydrogen emerges as a critical solution for decarbonizing mobility and industry. We're delighted to now be able to offer a new hydrogen storage product to our customers that will enable them to decarbonize their operations," says Nicolas Rougeron, General Manager Europe, Eurotainer. "After evaluating several Type 4 hydrogen storage providers, we selected Hexagon Purus for their proven track record and the exceptional quality of their products. We're excited to have them as a reliable partner."

Morten Holum, CEO, Hexagon Purus, added: "Our hydrogen distribution modules offer the highest transport capacity at the lowest total cost of ownership, enabling efficient delivery of hydrogen from production facilities to industrial customers and refueling stations. We are excited to support Eurotainer in making hydrogen more accessible for industrial and mobility applications."

About the market

The industrial and mobility sectors account for close to 50% of annual carbon emissions globally, and hydrogen has an important role to play in reducing these emissions, particularly in hard-to-abate sectors. Hexagon Purus' type 4 based hydrogen distribution system is the preferred technology for bulk distribution of hydrogen offering the highest capacity and the lowest total cost of ownership compared to traditional steel tube trailers. Making green hydrogen available for use in industrial processes and mobility is critical to reduce carbon emissions, and hydrogen is projected to supply up to 25% of the world's energy needs by 2050.
...
About Eurotainer

For more than 50 years, Eurotainer has been the worldwide leader of the Tank Container leasing industry, servicing a wide range of customers from industries as diverse as Petroleum, Chemical, Mining, Food and Transportation. As the leader in international bulk gas and liquid transportation, Eurotainer leases the most optimized, safest, state-of-the-art equipment available.
...
About Hexagon Purus

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.

https://www.marketscreener.com/quote/stock/HEXAGON-PURUS-ASA-116485535/news/Hexagon-Purus-Eurotainer-accelerates-Norway-s-hydrogen-economy-with-Hexagon-Purus-hydrogen-distr-47915280/


Eurotainer

https://www.eurotainer.com/

Hexagon Digital Wave, Hexagon Composites.


Hexagon Composites ASA: Hexagon Digital Wave successfully completes testing of over 750 composite tube trailers

i dag kl. 14:15 ∙ Cision

Centennial, Colorado, 24 September 2024: Hexagon Digital Wave, a business of Hexagon Composites, announced today the successful completion of its 750th Mobile Pipeline[®] and Virtual Pipeline­ trailer test using its cutting-edge Modal Acoustic Emission (MAE) technology. The growing demand for alternative fuels has led to a significant increase in compressed gas transport which is driving fleet owners to seek a safe and efficient method for requalification of composite tube trailers which is regulated to occur every five years.

MAE technology represents an innovative and competitive inspection method that was pioneered and first brought to market by Hexagon Digital Wave. MAE is a non-invasive testing technology that reduces trailer downtime for requalification as compared to the alternative of hydrostatic testing, while simultaneously providing information about the structural integrity of the composite laminate that cannot be obtained by hydrostatic testing.

The 750 composite tube trailers have been tested across North America and this milestone clearly demonstrates the capability, reliability, and efficiency of Hexagon Digital Wave's MAE testing technology.

"We're proud to offer our customers the most advanced technology available to requalify their gas distribution modules," says George Siedlecki, CEO, Hexagon Digital Wave. "This is a testament to our position as a trusted partner of the gas transportation industry. This milestone demonstrates our commitment to providing fleet operators with enhanced safety and optimized operations."

What is Modal Acoustic Emission?

MAE uses advanced electronics and sensors that capture broadband waveforms which are then analyzed using proprietary algorithms to validate the structural integrity of the composite cylinders. MAE is an authorized periodic inspection method allowed by the Department of Transportation / Pipeline of Hazardous Materials Safety Administration (PHMSA) and Transport Canada (TC) jurisdictions.

Testing with MAE utilizing Hexagon's methodology eliminates the need to vent gas into the atmosphere, significantly reducing the environmental impact of GHG emissions.
...
About Hexagon Digital Wave

Hexagon Digital Wave, a subsidiary of Hexagon Composites ASA, is a manufacturer of Ultrasonic Examination (UE) cylinder testing equipment, Modal Acoustic Emission (MAE) testing equipment and a provider of associated inspection services. With applications worldwide, Hexagon Digital Wave serves government entities, academic institutes, and private clients in the compressed gas and pressure vessel industries.

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 www.hexagongroup.com

https://www.nordnet.no/market/news/949899b0-e7be-4457-b699-6c8f39769a88

Hva skyldes dagens fall når det kom en god melding? Robothamdel?

Hører ikke annet enn godlåt fra Hexagon Group (inklusive Norwegian Hydrogen som ikke er børsnotert, men der Hexagon Purus er en av hovedeierne) om dagen.

Børs fra time til time, med roboter programmert opp mot futures, indekser eller annet er et 'different game'.

Fin dagens nyhet om suksess med patentert teknologi. Illustrerer fint essesen når det gjelder Hexagon Group. Fremstår som klart 'smartest i klassen' og slikt har det altså vist seg å bli globalt lederskap av. Når man attpåtil snakker globalt lederskap innen megatrender, vel, nok sagt...

Inet tre vokser inn i himmelen. Slik er det også med aksjer De går ikke straka veien opp til antatt kursmål, uten at det blir noen korreksjoner underveis. Solgte det jeg hadde torsdag og fredag forrige uke, da det toppet seg rundt 44. solgte til snittkurs 43,02 i håp om å få kjøpt de tilbake igjen ett par kroner billigere. I så fall ville det bli en meget bra handel. Etter en meget bra periode i Hex, lå det an for en korreksjon ned. Meldingen i dag var kjempebra og bremset opp for fallet, så nå er det uvist om aksjen faller så mye mer. Fikk kjøpt tilbake halvparten av det jeg solgte til kurser rundt 42. Akkurat nå ligger Tradegate i Tyskland på 3,59 som tilsvarer Nok. 41,80 Indeksene i USA er alle grønne, så det meste kan tyde på at nedturen blir moderat. Utsiktene fremover er meget gode og vi ser nok 50 tallet en god stund før jul.

Sluttkurs HEX i Tyskland: 3,57 som til tilsvarer 41,50 Samtlige indekser i USA sluttet i grønt. Nasdaq Comp, opp 0,56% Vanskelig å spå hvordan morgendagen blir, men blir ikke overrasket om en kan få kjøpt HEX et godt stykke ned på 41 tallet.
Iflg.Investtech er det støtte ved 39,40 ved en reaksjon tilbake. Morgendagen gir svar. Lykke til for et godt kjøp!

Sluttkurs Tradegate i kveld 3,595 som tilsvarer 42,30, liten eller ingen aktivitet i Tyskland etter at Oslo børs stegnte. Her gikk aksjen ned til 41,30, men om det var bunnen i denne omgang skal være usagt.
Fikk kjøpt det jeg skulle ha til snitt 41,60
Børsene i USA ser ut for å avslutte i rødt. Nasdaq så vidt i grønt. Får bare håpe korreksjon gjør seg ferdig i løpet av uka.

Det er lite som skjer. Men grei nok dag på en svak og rød børs. Blir sannsynligvis ingen bedring før over helga.

Sluttkurs Tradeg. i kveld: 3.505 tilsvarende Nok. 41,25 I USA sluttet børsene i grønt. Nasdaq opp 0,6% Uventet liten nedtur i Hex. Mulig vi må ned på 41,30 igjen i morgen. (dobbel bunn) Oljeprisen holder Oslo børs nede. Oljen ned 3,8 % 70,86

I denne artikkelen treffer vi bl.a. på Hexagon Agilitys Eric Bippus. WM og UPS er store kunder av Hexagon Agility.


RNG Seen as Near-Term Answer to Trucking’s Emission Hurdles

Saia, UPS Leaders Among Those Touting the Fuel’s Financial, Environmental Benefits

NASHVILLE, Tenn. — Could the future of carbon-negative trucking be closer than we think?

At the 2024 Management Conference & Exhibition Oct. 13, a panel of industry experts convened to explore how renewable natural gas might revolutionize fleet emissions, and what it will take to get there.

https://www.ttnews.com/articles/rng-panel-mce-2024

Det har vært en lang og trist periode å være aksjonær i Hex. Interessen for aksjen har nesten vært fraværende. Aksjekursen har seget nedover og på tirsdag var aksjen nede å testet støttenivået rundt 38,40. Der snudde den brått opp til over 40 før den seg litt ned igjen.
Nå kan det se ut for at det begynner å løstne litt. Neste motstand er 45 og et brudd der vil gi signal om vidre retning.
Det har vært merkelig sille fra selskapets side, men nå er det kun få uker igjen før kvartalsresultat. Har forventet å høre noe mer om den nye gassmotoren X 15 N som nå er ferdig uttestet og klar for installasjon i nye biler. Må bli noe mer fart i produksjonen med den nye motoren. Dersom det er noen som har noe de kan bidra med, om hvordan driften går for tiden, hadde det vært fint. Jeg regner med R A har full oversikt over ståa.

Er det grunn til å være bekymret for utviklingen i HEX ?

Hexagon Purus


Nyhet om Hexagon Purus partner Lhyfe.

Har vært en del merkverdige oppslag å se om Hexagon Purus i Finansavisen i det siste. Som en liten motvekt, kan det nevnes at avtalen med Lhyfe er relatert til selskapets forretningsområde som allerede er EBITDA-positivt (lagring og transport av hydrogen). Ikke så merkverdig det når man innen dette også har størrelser som Linde, Air Liquide m.fl. på partner-/kundelisten.

Lhyfe Inaugurates Its Largest Renewable Hydrogen Production Site in Auvergne-Rhône-Alpes

Lhyfe Begins Construction of Its Largest French Renewable Hydrogen Site in Auvergne-Rhône-Alpes, Doubling Its Production Capacity and Strengthening Its Presence in Europe

energynews
Le 21 October 2024

Lhyfe, a producer and supplier of renewable hydrogen, has officially launched the construction of its production plant located in Le Cheylas, in the Auvergne-Rhône-Alpes region. This project represents a production capacity of 4 tons of renewable hydrogen per day, doubling the initial design of the installation.

The site, installed on the former waste storage location of the Ascométal steelworks, covers an area of 7,000 m². With an installed electrolysis capacity of 10 megawatts (MW), it will become Lhyfe’s largest renewable hydrogen production site in France. This development is part of the company’s European strategy, which now includes 11 sites under construction or operational across the continent.

Expansion of Production Capacity

Initially planned to produce 2 tons per day (5 MW), the Le Cheylas site has doubled its capacity to meet growing local demand. This increase will significantly decarbonize regional mobility and industry by replacing grey hydrogen with a renewable alternative. The construction launch was marked by the presence of Mr. Kovacs, Deputy Vice-President for Environment and Positive Ecology of the Auvergne-Rhône-Alpes Region.

https://energynews.pro/en/lhyfe-inaugurates-its-largest-renewable-hydrogen-production-site-in-auvergne-rhone-alpes/#google_vignette


Meldingen om samarbeid mellom Hexagon Purus og Lhyfe. Her er også Mitsui involvert, med interesser i begge leire.

Commercial cooperation between Hexagon Purus and Lhyfe for distribution of green and renewable hydrogen in Europe

28 Oct 2022 07:35 CEST

https://live.euronext.com/en/products/equities/company-news/2022-10-28-commercial-cooperation-between-hexagon-purus-and-lhyfe

Takk nok en gang for god og relevant informasjon:)

Jeg skulle ønske HPUR ville senke terskelen for å børsmelde gode nyheter, vi kunne behøve litt positiv blest nå.

Når det gjelder forretningsområdet denne tråden handler om for Purus sin del, lagring og transport av hydrogen, så har vel Holum under kvartalspresentasjonene nærmest 'på repeat' uttalt at det er selskapets produksjonskapasitet og ikke etterspørselen som setter begrensinger for salget, og at slik vil det forholde seg iallefall 10 år frem i tid slik han ser det. Dessuten har vi i det siste også fått vite at dette forretningsområdet nå allerede er EBITDA positivt.

Så det er tilfredsstillende, vil jeg si. Disse poduktene for lagring og transport av hydrogen leverer så Purus kontinuerlig hver gang svære aktører som Linde, Air Liquide, Lhyfe med flere legger inn nye ordrer i langsiktige rammeavtaler som Purus har med alle disse.

PS) For å prøve å skape noe 'nyhetsaktig', skal jeg poste en video jeg ikke har sett før, men nettopp kom over, på en annen Purus-tråd. Den er på ingen måte ny, men spenningen øker. ;)

Hexagon Agility, Hexagon Composites


RNG for heavy-duty trucks: Spec it right

Heavy-duty fleets should consider renewable natural gas a priority for decarbonization

Thomas Wasson
7 hours ago

On a recent episode of Truck Tech, Alan Adler dived into the dealership and customer experience for those looking to buy a renewable natural gas (RNG) Class 8 and how that fits into the Cummins ecosystem. Nathan Whittaker, new truck regional sales manager for MHC Kenworth in Greensboro, North Carolina, spoke with Adler about why heavy-duty fleets should consider RNG a priority in their decarbonization strategy. 

MHC has 10 Kenworth locations in North Carolina and 125 across 19 states, employing more than 5,000 workers and making it one of the largest Kenworth dealership networks in the world. Whittaker said one out of every three trucks coming out of the Chillicothe, Ohio, plant is sold by an MHC location.

With a vast network and market share, Whittaker has key insights into fleet interest in the new X15N Cummins natural gas engine paired with Hexagon Agility’s fuel systems for Kenworth tractors. “The X15N has definitely sparked interest in alternative fuels outside of just electric or hydrogen fuel cells,” he said.

https://www.google.no/amp/s/www.freightwaves.com/news/rng-for-heavy-duty-trucks-spec-it-right/amp?espv=1


Video

https://www.youtube.com/watch?v=kZao8Tmhi5Q&list=PLVi2PdlRdiSpjv3WSrEwb-j4qH7ezOEEs&index=3


Hexagon Composites ASA: Invitation to third quarter 2024 results

Oct 24, 2024 - Stock Exchange Release

24 October 2024: Hexagon Composites ASA's third quarter 2024 results will be released on 7 November 2024 at 07:00 am CET.

Knut Flakk, Chair of the Board and David Bandele, CFO will present the results at 08:30 the same morning.

The presentation will be held in the Auditorium at Hexagon's location in Oslo, Haakon VIIs gate 2, on the lower level. It will also be broadcasted live via: https://channel.royalcast.com/landingpage/hegnarmedia/20241107_3/

For more information:
David Bandele, CFO, Hexagon Composites ASA

Telephone: +47 920 91 483 |
david.bandele@hexagongroup.com

About Hexagon Composites ASA

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

https://hexagongroup.com/news/hexagon-composites-asa-invitation-to-third-quarter-2024-results

Hexagon Composites ASA: Invitation to third quarter 2024 results

24 okt. 09:10 ∙ Cision

Hexagon Composites+4,94%

24 October 2024: Hexagon Composites ASA's third quarter 2024 results will be released on 7 November 2024 at 07:00 am CET.

Knut Flakk, Chair of the Board and David Bandele, CFO will present the results at 08:30 am the same morning.

The presentation will be held in the Auditorium at Hexagon's location in Oslo, Haakon VIIs gate 2, on the lower level. It will also be broadcasted live via: 

https://channel.royalcast.com/hegnarmedia/#!/hegnarmedia/20241107_3

https://www.nordnet.no/market/news/420adddd-8549-4a9f-b65e-8d048bb24d21

Kan det være innsidekjøp i dag? Isåfall kommer det vel melding etter børsen stenger.

Carnegie höjer riktkursen för Hexagon Composites till 63 norska kronor (60), upprepar köp - BN
i dag kl. 06:52 ∙ Finwire
Carnegie höjer riktkursen för Hexagon Composites till 63 norska kronor (60), upprepar köp - BN

Melding. Hexagon Agility, Hexagon Composites.


X15N. Hexagon Agility rapporterer om 'new wave' og gryende klondyketilstander med nye ordrer fra alle hold og kanter. Hvorav hele 40% av'fleets' som tar ut ordrer, er 'new adopters of RNG/CNG'!


Hexagon Composites ASA: Hexagon Agility receives new wave of RNG fuel system orders for Class 8 Series trucks with Cummins X15N natural gas engine

i dag kl. 07:00 ∙ Cision
Hexagon Composites

30 October 2024: Hexagon Agility, a subsidiary of Hexagon Composites ASA (OSE: HEX.OL) and the world's leading provider of (renewable) natural gas (RNG/CNG) fuel systems, has announced a new wave of orders valued at USD 4.3 million. These orders are for RNG/CNG fuel system installations in trucks powered by Cummins' X15N natural gas engine, designed specifically for the North American heavy-duty commercial truck market. The new orders include over 30 leading Class 8 fleets of which 40% are new adopters of RNG/CNG.

Currently, Kenworth and Peterbilt, two of the top three Class 8 truck OEMs in North America, offer natural gas truck options powered by the X15N engine. Daimler has stated it will start production of its X15N-equipped trucks in 2025.

"With the new 15-liter engine (X15N), RNG trucks now match diesel-like performance in both power and range. Equipped with a fuel system from Hexagon Agility, Class 8 trucks with the X15N can achieve a range of up to 1,200 miles. This unlocks a whole new segment of the truck market enabling cost savings and emission reduction benefits that an RNG truck offers," says Eric Bippus, EVP of Sales and Systems Development at Hexagon Agility. "Following on the heels of positive piloting programs, the breadth of fleets placing new orders and the high quoting activity we are experiencing, signifies that the market is embracing this technology as expected."

Natural gas goes head-to-head with diesel in the heavy-duty sector

The X15N natural gas engine by Cummins is designed to deliver a range of long-haul applications similar to diesel, while significantly reducing emissions. Powered by RNG/CNG, the X15N is capable of meeting stringent EPA and CARB regulations in 2024 and 2027.

The North American truck market

Approximately 330,000 heavy-duty trucks are sold annually in the North American market. Currently, 100,000 of these trucks make up the addressable market for RNG/CNG solutions. The 9- and 12-liter natural gas engines available today are well-suited for vocational and day cab regional haul applications. This is supported by a robust network of over 1,600 public and private RNG/CNG fueling stations across key transport corridors in North America.

With power ratings up to 500 hp (~370 kW) and torque up to 1850 lb.-ft (~2500 Nm), the X15N engine meets the needs of long haul/heavy load demands for high horsepower and offers a range of up to 1,200 miles (2,000 km), matching the capabilities of diesel. This expansion adds 230,000 heavy-duty trucks to the addressable RNG/CNG market annually.

For more information, please contact:

Karen Romer, SVP Communications, Hexagon Composites ASA

Telephone: +47 950 74 950 | karen.romer@hexagongroup.com

David Bandele, CFO, Hexagon Composites ASA

Telephone: +47 920 91 483 | david.bandele@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. Its product offerings include (renewable) natural gas storage and distribution systems, 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/2478c8ae-6fd6-48f4-a662-b8d3d967e9cc

Fint driv i denne nå. Er nok mange som skal inn nå før q3 for tror tallene kommer til å guide oss videre oppover. Mange meglerhus har høynet kursmålene etter q2 så blir spennende fremover i HEX.

Med RNG 'along the highways'


ARTIKKEL

The road to no-compromise renewable energy scaling

Thomas Wasson
12 hours ago

Hexagon Agility’s commercial executive, Eric Bippus, talks key considerations and benefits of implementing renewable natural gas into your heavy-duty fleet

On a recent episode of Truck Tech, Alan Adler interviewed Eric Bippus, executive vice president of sales and systems development at Hexagon Agility, to outline key considerations and benefits of implementing renewable natural gas (RNG) into your fleet.

Adler noted Hexagon Agility is the nation’s largest provider of natural gas systems and tanks for heavy-duty trucks with over 100,000 RNG-powered vehicles on the road today equipped with Hexagon Agility’s technology.

https://www.google.no/amp/s/www.freightwaves.com/news/the-road-to-no-compromise-renewable-energy-scaling/amp?espv=1


VIDEO

https://www.youtube.com/watch?v=-Z4GBmBQOec&list=PLVi2PdlRdiSpjv3WSrEwb-j4qH7ezOEEs&index=4

Her var det merkelig stille. Hex holder hva de har lovet. Har alle solgt seg ut på lavere kurser? Resultatet var litt bedre enn forventet og utsiktene fremover ser lovende ut. Det er nå viktig at den holder seg over 45 noen dager, i så fall er vidre oppgang mot 50 neste mål.
Er usikker på om Trump kan endre noe på det. Når det gjelder rene hydrogenaksjer er disse noe mer utsatt etter at Trump inntar det Hvite Hus. Hpur er nok kommet så langt i prosessen at de snart er klar for å gå med overskudd av driften. Det var jo også et innsidekjøp i går, så her kan det være vert å ta noen lodd.

Flotte levert. Vi får få det på plass her, 'for the record'.


Hexagon Composites ASA: Third quarter 2024

i dag kl. 07:00 ∙ Cision

Hexagon Composites +12,01%

7 November 2024: Hexagon Composites (OSE: HEX.OL), world leader in composite cylinder technology and related systems for storage and transportation of clean gaseous energy reported revenues of NOK 1 250 million for third quarter 2024 (Q3'23: 1 148 million). The reported EBITDA was NOK 184 million (Q3'23: NOK 120 million), resulting in a 15% EBITDA margin (Q3'23: 10%). "Hexagon Group delivered a record-high EBITDA of NOK 184 million this quarter, thanks to significant operational efficiency improvements alongside increased heavy-duty truck activity in Hexagon Agility's fuel systems business," says Jon Erik Engeset, Group CEO of Hexagon Composites. "In Q3, despite overall overcapacity headwinds in the freight industry, we saw a nearly 40% increase in heavy duty truck sales compared to Q2, with high activity from several new RNG fuel adopters coming online."

Outlook

Complemented by a healthy backlog of orders, we expect Hexagon Group's improved margins and overall profitability to finish off 2024 at a strong level.

In the years ahead, global decarbonization targets and the economic competitiveness of compressed renewable natural gas (RNG) are expected to drive the growth and higher volumes for our Mobile Pipeline and fuel systems businesses.

Hexagon Agility's order book is expanding with customers new to RNG trucking. The new orders include over 30 leading Class 8 fleets of which 40% are new adopters of RNG. The breadth of fleets piloting and placing new orders, and the continued high quoting activity, signifies that the market is embracing this technology as expected.

The anticipated rise in demand for sustainable solutions in heavy-duty transport and gas distribution, lays a strong foundation for Hexagon's future success.

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

https://www.nordnet.no/market/news/a75ec08b-1a7f-4543-a55b-c17c0b6bc266


Edit) Vi postet visst omtrent samtidig kelle. Veldig bra dette.

Tenker vi ser 60kr innen årets slutt😃

HEX på 5.plass 'realtime' på 'Mest omsatte' og klar 1.plass på dagens liste over 'Vinnere'.

Slett ikke verst på en dag med resultatfremleggelse og en slik omsetning!

https://www.finansavisen.no/industri/2024/11/07/8203196/analytiker-om-dagens-borsvinner-omsetning-kan-fort-dobles-i-lopet-av-to-tre-ar

Carnegie oppjusterer kursmål til 83 (63). gjentar kjøp

Spareban1: Analytikeren spår at estimatene for i år skal opp minst 10 prosent etter den sterke tredjekvartalsrapporten. Samtidig spår han at analytikerne også må se på sine marginforventninger for neste år. Selskapet leverte en EBITDA-margin på nesten 15 prosent i kvartalet, opp fra 10 prosent for ett år siden. Marginene i tredje kvartal var rundt 2 prosentpoeng høyere enn konsensus.

Carnegie hæver sit kursmål på Hexagon Composites til 83 NOK fra 63 NOK og gentager sin købsanbefaling på aktien.

Det fremgår af en opdatering torsdag.

Mæglerhuset påpeger, at yderligere skaleringseffektiviteter for Agility førte til en stigning i ebitda-marginen på 4 procentpoint kvartal-til-kvartal til 17 procent i tredje kvartal. Dette gav et EBITDA på NOK 184 millioner, hvilket var 13 procent over konsensus.

"Vi argumenterer for, at dette er en stor begivenhed for Hexagon, da det viser yderligere skalapotentiale. Vi mener, at rapporten antyder, at ebitda-marginerne kan stige til omkring 20 procent i 2025, forudsat at der ikke er nogen diskontering. Dette kan sammenlignes med konsensus på 14 procent og 15 procent. procent i 2025–2026", skriver Carnegie.

Mæglerhuset reviderer ebitda-estimater for 2024-2026 med 1-10 procent, hvor revisionen hovedsageligt afspejler højere estimerede marginer i Agility.

Nå ser en hvor vanskelig det er å trade en aksje: Selv finansdirektøren bommet stykt på salget: Solgte 66.856 aksjer til snitt 44,40. Med litt is i magen kunne han easy dratt ut 250.000 mer. Årsaken kan kanskje muligens tilskrives teknisk analysen, som var litt negativ i går og mente aksjen hadde tildels sterk motstand ved 45 kroner.
Solgte 50 % av beholdningen min på 48 i håp om et tilbakekjøp ett par kroner billigere. Aksjen er meget sterk for tiden, men med den oppgangen som var i dag vil det ikke være unaturlig med en liten korreksjon på ett par kroner. Hvis ikke er det bare å krype til korset å kjøpe den dyrere.
Carnegie oppjuster kursmålet til 83 Ca. 70% opp, så det er nok en del mer å hente her.

Tror det er lurt å sitte på aksjene nå. Flere meglerhus kommer til å heve kursmålene i de nærmeste ukene. Aksjen har gått bra de siste halve året men har vert høyere priset før og er først nå brikkene har falt på plass. Så ser ikke bort ifra at kursen kan gå 50-100% her på mellomlang sikt.Tallene som ble lagt frem i dag viser at selskapet har en stø kurs og dette har aksjemarkedet fått med seg.