Hexagon Purus er en av hovedaksjonærene i Norwegian Hydrogen.


Studie gjennomført av partnerne Norwegian Hydrogen og Provaris konkludererer med at partnerne tar sikte på salg av grønt hydrogen til konkurransedyktige priser til Europa, produsert i Norge av Norwegian Hydrogen og fraktet sjøveien til europeiske kunder av Provaris.

Se innlegg 12.01.2023 kl 12:29 på denne tråden https://www.finansavisen.no/forum/thread/152986/view/0/0?page=1 for info om partnerskapet mellom Norwegian Hydrogen og Provaris.


Home Clean fuelProvaris, Norwegian Hydrogen finalise pre-feasibility study on H2 export

Provaris, Norwegian Hydrogen finalise pre-feasibility study on H2 export

BUSINESS DEVELOPMENTS & PROJECTS
May 8, 2023, by Aida Čučuk

Australian Provaris Energy and Norwegian Hydrogen AS have completed a pre-feasibility study on hydrogen export, demonstrating the potential for low-cost delivery of green hydrogen from Norway to Europe, commencing in 2027.

According to Provaris, a preferred site in Norway has been identified for the development of a production facility to deliver up to 50,000 tonnes of green hydrogen to Europe, commencing in 2027, with a competitive delivered cost of hydrogen that includes a marine transport cost of €1.00-1.50/kg (includes: compression, jetty, storage, shipping, scavenge, and discharge).

To note, Provaris informed that the scope of the study includes the selection of a preferred coastal site in Norway, renewable power supply, production of hydrogen, compression facilities, infrastructure requirements for jetty loading, Provaris’ H2Leo storage solution and a fleet of two H2Neo carriers, as well as import partners required at the identified import location connected to the planned EU H2 backbone and distribution system.

The partners are now advancing development activities for permitting, and key agreements to support the completion of detailed feasibility in 2023, Provaris said.

Martin Carolan, Provaris Managing Director and CEO, commented: “Provaris is delighted with the outcomes of the study which has continued to mature the technical or economic requirements of the project. Compression has been demonstrated to be a highly flexible solution for variable hydrogen production, storage, and transportation. The flexibility and added value that compression offers while providing balancing services to the local grid is complimented with a positive impact on the LCOH of hydrogen delivered to Europe.”

Jens Berge, Norwegian Hydrogen’s CEO, stated: “We are very pleased that this pre-feasibility study demonstrates the attractiveness of our joint concept, and that this model will enable us to deliver green hydrogen to the European market at a most competitive price. Our innovative concept offers a highly scalable solution which can be applied on several of our sites across the Nordic region.”

To remind, in January 2023, Provaris and Norwegian Hydrogen entered a collaboration to accelerate the development of a hydrogen value chain covering large-scale production and export of hydrogen from the Nordics to the key ports of Europe.

https://youtu.be/bh3aA8SDs-E

Fant en liten filmsnutt fra åpningen av ny fabrikk for under ei uke siden. Utrolig god lokalitet, og perfekt med batteriavtalen som ble inngått også!

ORDINÆR GENERALFORSAMLING I HEX åpner i dag kl. 1230. Går vel litt bedre der enn i HPUR får vi håpe. HPUR tjener bra etter hvert, men har også store utgifter ettersom de er i oppstartsfasen. Bygger nye produksjonssteder og ansetter en masse mennesker. Slikt koster penger, men de store inntektene begynner snart å renne inn. Blir spennende å se hva HEX kommer med.

Tror ikke du tager fejl her. Kan dog være det vil tage lidt længere tid inden kursen er hvor du spår. Er dog helt sikker på den vil stige markant i fremtiden og når de først beviser business case vil den ikke stoppe ved 100 men gå langt højere. Den som er tålmodig vil blive belønnet signifikant

Jeg har en post i denne, jeg holder unna vekst selskaper i det siste, men her er det litt mer substans føler jeg. Litt usikker hva markedet tenker og om de pusher den videre ned. Men jeg laster forsiktig opp, vil ikke satse for mye. Jeg kan jo ta feil jeg også. Markedet vil ha litt mer kjøtt på beina og det er greit

"Hodeløs haussing" var et mildt uttrykk, men var kanskje ment som en spøk?

Warning: hodeløs haussing, ta det jeg skriver med en klype salt :)

De begynner å bli små solide, nye kontakter vil komme uansett, fabrikkene er strategisk posisjonert og vil garantert gi utslag. Hydrogen og lastebiler kommer til å bli stort. Her er det bare å laste opp å vente til 2025. Bare tenk de skal øke inntektene med mist 50 prosent i 2023. De skal prøve å forbedre EBIDTA også, men husk de er fortsatt i vekst. Det finnes en mulighet at de skal hente mer penger, men basert på dagens utsikter og konkrete bestillinger så kan det virkelig bli bra. Det er alltid litt risiko, men her ser det bra ut for hver kontrakt, ikke vent på kursmålene, prøve å øke litt, markedet vil pushe den lavere prøv å øke forsiktig. Jeg vil ikke hassue den for mye, men fabrikkene er ekte og klare til å levere til nytt idustri. Tesla skal også lage lastebiler som skal gå hydrogen , hvem vet kanskje se velger Purus :) Jeg kan nesten ser for meg alle folk som vil løpe etter denne.Jeg tror på minst 50 kroner på slutten året hvis ikke nærmete 100.

Årsrapporten 2022 ja.

Det jeg så først etter og fant, er at Hexagon Purus opprettholder guiding første gang gitt helt tidlig i 2021: Omsetning 4 - 5 milliarder NOK i 2025.

En guiding som den gang da primo 2021 sendte aksjekursen til 100 NOK. Nå er vi mer enn 2 år nærmere 2025, og man står altså fortsatt på, og gjentar, guidingen. Ja, CEOs formulering i årsrapporten, slår jo nærmest allerede i dag fast at target for omsetning i 2025 vil bli nådd (se sitat under)!!! I dag sluttet aksjekursen på 21.50 NOK...

Under 'Objectives for 2023', ført i pennen av CEO, finner vi blant annet dette:


'Despite a challenging operating environment in 2022, we raised the bar for the company both with respect to specific short-term targets and the long-term strategy to grow the company and drive the zero-emission transition. I am pleased to see that we successfully executed on our customer commitments and delivered on our short-term targets in parallel with initiating an ambitious expansion plan to construct five new manufacturing facilities across three continents.

This step-change in production capacity will be sufficient to deliver on our revenue targets for 2025.'


Link til årsrapport 2022 finner man helt øverst på denne siden:

https://hexagonpurus.com/investors/reports-presentations

https://nett.no/nyheter/sp%C3%A5r-50-prosent-vekst-i-%C3%A5r

Bra vekst i år også, forventer minst 50 prosent vekst i inntekter år over år for 2023. Det forventes at EBITDA vil bli delvis forbedret.

For the full-year 2023, the Company expects revenue to grow by at least 50% year-over-year based on strong backlog and order trends. Relative EBITDA margin is expected to significantly improve year-over-year, but EBITDA will continue to be impacted by ramp-up of the organization and production facilities. Negative EBITDA for full-year 2023 is expected to widen by approximately 10% compared to full-year 2022.

Mye som skjer i denne for tiden:


Key developments after balance sheet date

• Opened a new hydrogen cylinder manufacturing facility in Westminster, Maryland (U.S.). The 60,000 square foot facility will support the annual production of up to 10,000 cylinders for heavy duty vehicle applications and will employ up to 150 skilled workers. The new facility expands cylinder production capabilities and capacity and allows for further expansion

• Received an order for mobile hydrogen refueling stations and stationary storage from Deutsche Bahn, a leading provider of mobility and logistics services worldwide and the number one railway operator in Europe. The value of the order is approximately EUR 2.5 million (approximately NOK 25 million)

• Selected by New Flyer for the third consecutive year, to provide Type 4 hydrogen storage cylinders for the serially produced Xcelsior CHARGE H2 ™fuel cell electric bus. The total value of the contract is estimated to be approximately USD 2.5 million (approximately NOK 25 million)Signed an exclusive distribution agreement with Hino Trucks, where Hexagon Purus will produce complete battery electric heavy-duty trucks for the U.S.
market, distributed exclusively through select qualifying dealers in Hino’s network. The potential total value over the course of this agreement could reach approximately USD 2.0 billion. The distribution agreement replaces the binding letter of intent (BLOI) from Hino announced on 11 February 2022

• On 1 March 2023 the Company successfully raised total gross proceeds of approximately NOK 1,300 million. The Offering comprised of an Equity Private Placement raising gross proceeds of approximately NOK 500 million through
the issuance of 18,518,519 new shares (the “New Shares”) at a price of NOK 27.00 and a Convertible Bond Private Placement, raising gross proceeds of approximately NOK 800 million (the “Convertible Bonds”).

• In the Offering, Mitsui & Co., Ltd. (“Mitsui”) subscribed for, and was allocated, NOK 500 million in the Convertible Bond Private Placement. In addition, Mitsui has entered into a deeper strategic alliance with the Company and has signed
a Memorandum of Understanding (the “MoU”) whereby Mitsui intends to participate as an anchor investor in future capital raises for the years to come and become a long-term significant minority shareholder in the Company. The
non-binding MoU expresses the parties’ joint intentions and has a total monetary scope of up to NOK 2,000 million, including the NOK 500 million subscription in the Convertible Bond Private Placement. Future investments from Mitsui will be subject to, among other things, the Company’s fulfilment of commercial and operational milestones agreed between the parties in good faith.

• On 30 March 2023, the Company successfully transferred from Euronext Growth Oslo to the main list of the Oslo Stock Exchange.

• Hexagon Purus Systems USA LLC, a subsidiary of Hexagon Purus ASA, signed a multi-year agreement for the supply of lithium-ion battery cells with Panasonic Energy. Panasonic will supply battery cells for Hexagon Purus’ proprietary battery systems for heavy-duty vehicles in North America. The supply of battery cells will commence in early 2026. As part of the supply agreement, HexagonPurus will prepay approximately USD 43 million (approximately NOK 450 million) through 2025, subject to the achievement of certain milestones. This prepayment will secure battery cell capacity for Hexagon Purus out of Panasonic’s production facility in Kansas.

• Opened a new engineering and manufacturing facility for battery and hydrogen storage systems in Kelowna, Canada. The 60,000 square foot manufacturing facility will support the annual production of more than 1,000 battery systems for heavy-duty vehicle applications and will employ up to 150
engineers and assembly technicians. This is Hexagon Purus’ second opening of a new manufacturing facility in 2023, following the successful opening of its new hydrogen cylinder production facility in Westminster, Maryland, USA in
January.

Jepp markedet sover virkelig hær! fint å få kjøpt mere da😊

Her er en kommentar fra finansavisen, igjen spent på hvor lenge det vil ta for markedet til å forsto dette :)

"– Den kontrakten kan bli gull for aksjen"

fra min. 3.25-4.35

https://tv.finansavisen.no/m/XmJisRUO/batterikontrakten-kan-bli-gull-for-aksjen?list=m185A91j

Markedet sover i timen :) Litt usikker markedet skjønner at de begynner å få større markedsandeler og setter standard. De kan ta av enda mer spesielt med tanke høy oljepris og omstilling til grønn energi.

"Hexagon Purus and Panasonic Energy sign multi-year supply agreement for battery cells in North America"


"The supply of battery cells will commence in early 2026. As part of the supply
agreement, Hexagon Purus will prepay approximately USD 43 million (approximately
NOK 450 million) through 2025, subject to the achievement of certain milestones.
This prepayment will secure battery cell capacity for Hexagon Purus out of
Panasonic's production facility in Kansas."

https://newsweb.oslobors.no/message/587808

Snart ned 20 % under emisjonskurs.
Oppsiktsvekkende sett i betraktning guidingen/utsiktene til selskapet. Virker som om kjøpersiden har tørket helt inn.

Kjøpte nye 5k i dag - kan ikke fatte annet enn at dette må bli bra på litt sikt

Ja, rett skal være rett. Hvem vet Gitarhelt1?

Kanskje produserer Hexagon Purus 10 000 Class 8 trucks for HINO Trucks frem til 2030 som er potensialet i avtalen potensielt verdt 21 milliarder NOK, og så enda flere til samme kunde etter 2030 i henhold til ny(e), kommende avtale(r)? Hvem vet? ;)

Kan ikke skjønne annet enn at Norwegian Hydrogens avtale med tyske Quantron som ble meldt i dag, er bullish for Hexagon Purus. Avtalen har ifølge Norwegian Hydrogen milliardpotensial.

At Hexagon Purus er en av hovedeierne i Norwegian Hydrogen, er en ting. At Nowegian Hydrogen driver med produksjon og distribusjon av hydrogen, er en annen. Og hydrogen er ikke akkurat noe man tar med seg i baklomma. Det må lagres og transporteres forsvarlig. Hva er vel da mer naturlig her enn at Norwegian Hydrogen skaffer seg nødvendig teknologi og nødvendige produkter til lagring og transport av hydrogenet his Hexagon Purus som er globalt markedsledende når det gjelder dette?

Rect Angel
Rett skal være rett, det er vel topp potensialet hvis de produserer maks antall trucker. Umulig å vite hvor mye det egentlig blir

Kan fallet ha noe med avtalen til Norwegian Hydrogen å gjøre (men ser ikke selv hva det skulle være) ?

Er ganske uforståelig, tatt i betraktning den utviklingen selskapet er i.
Mistenker at markedet midlertidig har mistet tålmodigheten med grønne investeringer og har flyttet seg til olje-relaterte selskaper (spesielt nå i dag med hoppet i oljepris) eller at de sitter på gjerdet i frykt etter bank-krisen de siste ukene.
Med unntak av kjempekontrakten til HPUR har det vært nokså stille med kontraktsinngåelser av betydning i flere grønne selskaper på Oslobørs de siste månedene dessverre.
Men det tar seg vel opp igjen på et eller annet tidspunkt forhåpentligvis.

Oppsiktsvekkende og helt ubegripelig for meg, gitt voldsom overtegnet emisjon på 27 NOK, etterfulgt av signering av kontrakten med HINO Trucks, verdt ca. 21 milliarder NOK. En enkelt kontrakt hvis verdi utgjør mer enn 20 ganger Hexagon Purus's FY2022 omsetning!!!

Når det er sagt, er det på ingen måte første gang jeg er borti 'ubegripelige hendelser' på børs. Langt derifra.

Hva skyldes dette raset i HPUR?
Er vel ned 25-30 prosent siden inngåelse av den 20 milliarders langsiktige kontrakten med Hino Trucks.

Det var noe slikt jeg tenkte at tidspunkt for overføring til ASK uten at man tok hensyn til gevinst/tap som du skriver, hadde en endedato (2020). Men takk for klargjøring.

Det var et interessant spørsmål. Samtlige aksjer på hovedbørsen kan du ha der, men spørsmålet er vel hva som er lurt å gjøre. Har du et tap, er det muligens lurt å realisere det, og så kjøpe aksjer tilbake, etter notering der, med alt det innebærer. Tapet er da realisert, og fradragsberettiget. Et Google søk ga følgende resultat: « Ved overføring av aksjer/andeler fra kontohaver til aksjesparekonto, skattlegges dette som om aksjen/andelen blir realisert (solgt). Dette gjelder fullt ut fra og med 2020. Aksjonæren blir da skattlagt for gevinster og får fradrag for tap. Overføringen blir ansett som et innskudd på kontoen.«

Så da slipper du salg…

Jeg lurer på det er mulig etter dette å flytte mine aksjer i HPUR over på min aksjesparekonto etter at de kommer på hovedlisten? Om jeg skulle tippe selv går nok ikke dette.

Hexagon Purus ASA: Approval and publication of prospectus and admission to trading on the Oslo Stock Exchange's main market

March 29, 2023 05:30 ET | Source: Hexagon Purus ASA Follow

Reference is made to the announcement made by the Oslo Stock Exchange on 27 March 2023 regarding approval of the listing of the shares in Hexagon Purus ASA (the "Company") on the Oslo Stock Exchange's main market. The first day of trading of the Company’s shares on the Oslo Stock Exchange's main market is expected to be on or about 30 March 2023. Consequently, the last day of trading of the Company’s shares on Euronext Growth Oslo is expected to be today, 29 March 2023.

The Company has prepared a prospectus in connection with the listing of its shares on the Oslo Stock Exchange's main market. The prospectus was approved by the Norwegian Financial Supervisory Authority today, 29 March 2023, and will be available at the Company's website www.hexagonpurus.com.

For additional information, please contact:

Mathias Meidell, Investor Relations Director, Hexagon Purus

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

About Hexagon Purus

Hexagon Purus, a Hexagon Composites company, 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 (http://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.globenewswire.com/news-release/2023/03/29/2636432/0/en/Hexagon-Purus-ASA-Approval-and-publication-of-prospectus-and-admission-to-trading-on-the-Oslo-Stock-Exchange-s-main-market.html

Hexagon Purus ASA: Cancellation of subsequent offering

March 27, 2023 13:40 ET | Source: Hexagon Purus ASA
...
Reference is made to the stock exchange announcement made by Hexagon Purus ASA (the "Company") on 1 March 2023 regarding the successful completion of a capital raise comprising a private placement of 18,518,519 new shares at a price of NOK 27.00 per share, raising gross proceeds of approximately NOK 500 million (the "Private Placement"), and a private placement of convertible bonds raising gross proceeds of approximately NOK 800 million. In the announcement, it was stated that the Company's Board of Directors would consider carrying out a subsequent offering of up to 2,750,000 new shares at the same subscription price as in the Private Placement (the "Subsequent Offering").

The Company's Board of Directors has resolved not to proceed with the Subsequent Offering.

The background for the cancellation is that the Company's shares have traded below the subscription price in the Private Placement for a substantial period of time and at significant volumes. Existing shareholders wishing to reduce the dilutive effect of the Private Placement have thus had the opportunity to purchase shares in the market at prices below the price which would have been the subscription price in the Subsequent Offering.

https://www.globenewswire.com/news-release/2023/03/27/2635147/0/en/Hexagon-Purus-ASA-Cancellation-of-subsequent-offering.html

Hexagon Purus ASA

Tid 27.03.2023, 11:54:41
MeldingsID 586221
UtstederID HPUR

Marked Oslo Børs, Euronext Growth (Oslo)

Oslo Børs – Vedtak om opptak til handel – Hexagon Purus ASA

Oslo Børs vedtok å ta aksjene i Hexagon Purus ASA opp til handel på Oslo Børs.     Det forutsettes at selskapet før første handelsdag oppfyller opptakskravene på Oslo Børs.    Børsdirektøren gis fullmakt til å fastsette første handelsdag, senest 23. juni 2023. 

https://newsweb.oslobors.no/message

Ny sjef utnevnt for Hexagon Purus, Weeze, Tyskland der ting også tegner bra som man kan lese i meldingen.


Wystrach GmbH 03/22/2023

Matthias Kötter becomes the new managing director

Leadership successor at Hexagon Purus in Weeze

( PressBox ) (Weeze / Oslo, 03/22/2023) 

Hexagon Purus is pleased to announce that Matthias Kötter will be appointed Managing Director of Hexagon Purus in Weeze. This decision creates the conditions for a gradual transition of responsibility from founder Wolfgang Wolter and Jochen Wystrach to the next generation.

Weeze location has a central role in the overall company

„ We are pleased that with Matthias Kötter we have been able to gain a competent leader for this task, "said Michael Kleschinski, Executive Vice President Light Duty, Distribution & Cylinders of Hexagon Purus. „ Our business in Weeze is central to our ambitions in the field of hydrogen systems in Europe and we are confident that with Matthias Kötter we will continue our strong growth course at the top."

Born in Bedburg-Hau

Matthias Kötter ( 40 ) was born in Bedburg-Hau and completed a mechanical engineering degree at the Aachen University of Applied Sciences. He joined Wystrach GmbH in 2020 as Head of Sales and helped shape the company's strong growth course and integration into the Hexagon Purus Group. Kötter has experience in technology as well as in business development and sales. Before he came to the Weezer company, he has held various positions at an international research and development company in the automotive industry, including global technical sales in Japan, China, India and Europe. „ The market for our solutions is growing rapidly. With our innovative products, our product development capacities and our current capacity expansion, we are very well positioned. It's great to have the opportunity to help shape the future of the company in my new role, "said Matthias Kötter.

„ We are happy about the result of the succession planning and are confident that the future of the company is in good hands, "said Jochen Wystrach and Wolfgang Wolter. The founders will closely accompany the transition in 2023.

About Hexagon Purus:

Hexagon Purus ASA is a leading global manufacturer of emission-free mobility and infrastructure solutions for a clean energy future. The company is a leading global provider of Type 4 hydrogen high-pressure cylinders and systems, battery systems and vehicle integration solutions for fuel cell and battery powered electric vehicles. Hexagon Purus products are used in a variety of applications, including light, medium and heavy commercial vehicles, buses, stationary storage, distribution, refueling, shipping, rail and aerospace.

Find out more at www.hexagonpurus.com and follow Hexagon Purus on LinkedIn!

https://www.pressebox.de/inaktiv/wystrach-gmbh/matthias-koetter-wird-neuer-managing-director/boxid/1150970

Tror ikke dette vil by på noen problemer.

Dette bør vel bli en realitet! Skulle vel heller ikke ta så alt for lang tid.