Er det stopp i handelene nå?
hvorfor?

Helt og aldeles. Potentialet synes veldig mye højere end i Hex Composites. Mye hype på den i fredags, men HPUR kan da løbe >500% op.
Ydermere, komponenter til automotive/bil industrien skalerer mye bedre... det kan blive til uhyggelige stk tal....

Positive nyheter på løpende bånd:)

Markedet, særlig i Nord Amerika, ser ut til å omfavne teknologien og produktene som tilbys, både inne hydrogen og batteri elektrisk. Dette markedet har også en klar strategi om å redusere utslipp innen tungtransport (lastebil og buss), så nå som produksjonskapasiteten økes vil vi helt sikkert se mange nye kontrakter og avtaler komme.

Jeg var heldig å komme inn i aksjen på behagelig lavt nivå, og har nå HPUR som den mest spennende investeringen.
Bare å sitte stille her.

For en super nyhet!

Fra meldingen:

“Entering into a long-term agreement with GILLIG confirms our strong market position with leading transit bus OEMs in both North America and Europe”,  Michael Kleschinski, Executive Vice President of Hexagon Purus

https://www.globenewswire.com/news-release/2024/08/14/2929763/0/en/Hexagon-Purus-signs-long-term-supply-agreement-with-GILLIG-to-deliver-hydrogen-fuel-storage-systems-for-fuel-cell-electric-buses-in-the-United-States.html

Og sånn er det. Hexagon Purus har jo som kjent kjempen Solaris m.fl. i partnerporteføljen i Europa. Og i Nord-Amerika er man fra før partner og leverandør av drivstoffsystemer til den aller største bussprodusenten på kontinentet New Flyer.

Så har jeg sjekket opp litt når det gjelder dagens nye Purus-kunde GILLIG. Det viser seg at GILLIG er ingen ringere enn Nord-Amerikas nest største bussprodusent. Så dermed kan vi altså slå fast at Hexagon Purus er leverandør av drivstoffsystemer til Nord-Amerikas to største bussprodusenter, i langsiktige partnerskapsavtaler.

GILLIG
https://www.gillig.com/

GILLIG (Wikipedia)
https://en.wikipedia.org/wiki/Gillig

Blir spennende å se hva som skjer med aksjen når en bredere del av markedet får øynene opp for den eventyrlige suksesshistorien vi er vitner til når det gjelder Hexagon Purus. Feelingen er litt at det kanskje er TERN som bli den store 'øyeåpneren'. Håper og tror TERN blir en suksess, og det finnes jo ikke så veldig mange andre norske produsenter av ZEV (Zero-emission Vehicles) tungtransportkjøretøy liksom, for å si det sånn.

Hexagon Purus signs long-term supply agreement with GILLIG to deliver hydrogen fuel storage systems for fuel cell electric buses in the United States
Hexagon Purus, a world leading supplier of zero emission mobility solutions, has
entered into a multi-year supply agreement with GILLIG, a leading designer and
manufacturer of heavy-duty transit buses in the United States, for supply of
hydrogen fuel storage systems for their new fuel cell powered transit buses.

The delivery of hydrogen fuel storage systems will be supplied from Hexagon
Purus' facility in Westminster, United States

Driving Energy Transformation

"Introducing a hydrogen-powered Fuel Cell bus into our product lineup signifies
GILLIG's commitment to advancing sustainable public transportation technologies.
It's about offering a solution that's not only flexible enough to fit every
fleet but also matured through our thoughtful approach to product development,
ensuring reliability and readiness for the demands of today's transit
environment", says Ben Grunat, GILLIG's VP of Product Planning and Strategy. "We
are happy to team up with Hexagon Purus as a reliable partner and supplier of
hydrogen fuel storage systems to strengthen our commitment to leading the
industry through innovation and strategic partnerships".

"Entering into a long-term agreement with GILLIG confirms our strong market
position with leading transit bus OEMs in both North America and Europe", says
Michael Kleschinski, Executive Vice President of Hexagon Purus. "There is a
strong commercial momentum in the transit bus segment driven by demand for zero
emission public transport solutions".

Nå formelig hagler det bestillinger til Solaris for hydrogenbuss!

Dette er ensbetydende med suksessive leveranser av drivstoffsystemer til Solaris fra Hexagon Purus ettersom selskapene har inngått et langsiktig partnerskap om slike leveranser.


Another order for Solaris hydrogen buses from France – to the city of Belfort

13.08.2024

Solaris has won a prestigious order from the French market in recent days. The producer will deliver eight articulated hydrogen buses to the city of Belfort. The 18-meter buses will be equipped with a state-of-the-art hydrogen system, which, combined with a modular drive, guarantees optimal driving performance. The Urbino 18 hydrogen will be delivered to the customer in the second half of 2025.

In the first half of July, Solaris signed a contract to supply eight hydrogen buses to the city of Belfort. The vehicles were purchased by the public entity SMTC (Le Syndicat Mixte des Transports en Commun du Territoire de Belfort), which brings together transport operators in the region. The ultimate operator of the new hydrogen buses will be the Régie des Transports du Territoire de Belfort (RTTB), which manages mobility, including bus transport, of Belfort. 

‘We are extremely proud to collaborate with SMTC in Belfort and to supply the city with the high-tech, zero-emission hydrogen buses. The Urbino 18 hydrogen are not only an innovative means of transport but also a step towards a sustainable future. Thanks to the new Solaris buses, the residents of Belfort will be able to enjoy cleaner air and modern, reliable public transport,’ said Brice Bonavia, Managing Director of Solaris France. 

The buses ordered by Belfort will be equipped with a state-of-the-art hydrogen system, which includes a 100 kW hydrogen fuel cell and a composite tanks that can store more than 50 kg of hydrogen at a pressure of 350 bar. Solaris High Power batteries will support the fuel cell at times of peak electricity demand. At the heart of the drive will be a 240 kW electric motor. The bus will also feature a modular drive system, which, by dispersing its components, allows for better use of space on the vehicle's roof. It also increases passenger space.

 In accordance with the latest regulations, the buses will comply with GSR2 standards, including a system that alerts the driver to the presence of road users in the so-called ‘blind spot’. The ordered Urbino hydrogen buses will feature high-efficiency air conditioning with a heat pump function. Additionally, the buses will be equipped with the eSConnect monitoring and remote fleet management system.

This is the third order for hydrogen buses from the French market in recent months, following the contracts for four vehicles for Artois Mobilités and 22 buses for Île-de-France Mobilités. The use of hydrogen technology in public transport is gaining increasing popularity, and Solaris is a clear leader in this field – in 2023, the manufacturer held almost 50% of the market share in this segment. More than 220 Urbino hydrogen models are already serving passengers in 25 cities across Europe.

https://www.solarisbus.com/en/press/another-order-for-solaris-hydrogen-buses-from-france-to-the-city-of-belfort-2193?_gl=1*c9gwiz*_up*MQ..*_ga*MjA4MDUwNzg5NS4xNzIzNTQwNzE5*_ga_JKWEFR8KTK*MTcyMzU0MDcxOS4xLjAuMTcyMzU0MDcxOS4wLjAuMA..

Solaris delivers hydrogen-powered buses to yet another city in Germany

09.08.2024

Solaris delivers hydrogen-powered buses to yet another city in Germany

Solaris continues to supply hydrogen buses to the German market. This time the customer is REVG Kerpen, which has ordered a total of 26 Solaris Urbino 12 hydrogen buses. The manufacturer has already delivered the first two units to Kerpen, marking the debut of Solaris buses in the city. Deliveries of the remaining vehicles are scheduled for 2025.

Solaris, a leading European hydrogen bus producer, will deliver to REVG Kerpen, a public transport operator based at Kerpen, Germany, a total of 26 state-of-the-art hydrogen buses. The order includes the Urbino 12 hydrogen and is expected to get completed in 2025. It’s the first collaboration between Solaris and REVG Kerpen.

"We are honoured to bring our state-of-the-art hydrogen-powered buses to Kerpen, marking a significant moment in the evolution of the transport sector. REVG Kerpen's choice underlines their commitment to pioneering sustainable transport solutions. Together, we are on a journey towards a greener future, driven by innovation and environmental responsibility," said Christian Goll, Managing Director of Solaris Deutschland.

The ordered buses will be equipped with a 70 kW hydrogen fuel cells that generate electrical energy onboard and powered by central electric motors. In addition, the Urbino hydrogen buses will be equipped with Solaris High Power batteries to support fuel cell operation during peak demand.

The growing interest in hydrogen technology across Europe, particularly for zero-emission transport, is evident. Solaris maintains its position as the largest hydrogen bus manufacturer in Europe, capturing 44.5% of the market share in 2023 alone. The German market, in particular, is actively investing in hydrogen-powered buses. Solaris Urbino hydrogen buses already operating in cities such as Cologne, Wuppertal, Hofolding, Weimar, Frankfurt, Gross-Zimmern, Aschaffenburg and the Munich metropolitan area. Additionally, further contracts are in progress, with cities including, Krefeld, Güstrow, Gross-Gerau, Hamburg, Gummersbach and Duisburg on the horizon.

https://www.solarisbus.com/en/press/solaris-delivers-hydrogen-powered-buses-to-yet-another-city-in-germany-2190?_gl=1*tdopnx*_up*MQ..*_ga*MTY3NTMzMDc0MS4xNzIzNDU5OTg3*_ga_JKWEFR8KTK*MTcyMzQ1OTk4Ni4xLjAuMTcyMzQ1OTk4Ni4wLjAuMA..

VIDEO:

Nikola News: Nikola & ITD Launch Hydrogen Hub to Drive Ontario’s Green Fleet

Aug 10, 2024

https://www.hydrogenfuelnews.com/humix/video/GUSyBVPGbJ2

Dette er implisitt ekstremt gode nyheter for Hexagon Purus som leverer drivstoffsystemene til Nikolas FEVs.

Toyota og andre OEMs følger nok Nikolas gryende suksess med FEVs nøye fra sidelinjen. Da Hexagon Purus 22.mai i år børsmeldte at man skal begynne å levere drivstoffsystemer til Toyotas FEVs i 2025, tenkte jeg at dette litt uvanlige skrittet fra Toyota om å varsle om underleverandør så lang tid i forkant, skjedde fordi Toyota erkjente Hexagon Purus's suksess som leverandør av drifstoffsystemer til Nikola og ville varsle markedet tidlig om at man selv vil komme på banen med Toyota FEVs allerede i 2025.

Denne mistanken styrkes i dag. Og snart begynner jo dessuten Hexagon Purus å levere de første TERN BEVs til HINO (les Toyota). Let the good times roll. God helg.


Nikola Corporation Reports Second Quarter 2024 Results

Published August 9, 2024

Reported strongest topline in the history of the company, Q2 2024 revenue was $31.3M, up 318% from Q1

Wholesaled 72 hydrogen fuel cell electric vehicles in Q2, exceeding the high-end of guidance, up 80% from Q1

Created alternative revenue streams with oue initial sale of regulatory creditsinitial sale of regulatory credits.

https://www.nikolamotor.com/nikola-corporation-reports-second-quarter-2024-results

Sånn.

"The technical content of the type may be familiar, as it is practically the same as the solutions of Solaris' solo hydrogen bus, i.e. the most important elements of the drivetrain here are the Hexagon Agility tank unit with a total volume of 1,560 liters, suitable for storing 37.5 kg of hydrogen.. "

Nok en produsent av hydrogendrevne busser velger Hexagon Purus!

Energiselskapet ZE PAK (Polens største) dukker opp på produsentsiden her. Dermed knyttes trådene, for ZE PAK er ingen ny forretningsforbindelse for Hexagon Purus. Og i denne børsmeldingen, datert 16.september 2022, om ordrer fra ZEPAK for distribusjonssystemer og mobile fyllestasjoner for hydrogen, får vi også høre om NesoBus som er under utvikling. Nå er altså dehydrogendrevne bussene med drivstoffsystemer levert av Hexagon Purus klare for markedet så dette er opplagt et vekdig interessant partnerskap for Hexagon Purus som er under kraftig og reell utvikling!

Hexagon Purus receives second follow-on order for hydrogen distribution systems and mobile refueling stations from ZE PAK Group

September 16, 2022 - Stock Exchange Release
...
“We are accelerating the development of our green hydrogen value chain in Poland. We recently received EU homologation for our hydrogen citibus - Nesobus. The successful tests of our hydrogen bus in four big Polish cities received strong positive feedback from the passengers and the authorities. We are happy we can speed up the transition to a hydrogen economy together with a reliable partner, Hexagon Purus”, says Maciej Stec, Vice President of the Management Board for Strategy, Polsat Plus Group and Member of the Supervisory Board of ZE PAK SA.
...
https://hexagonpurus.com/news/hexagon-purus-receives-second-follow-on-order-for-hydrogen-distribution-systems-and-mobile-refueling-stations-from-ze-pak-group

Kan kanskje virke litt vel nerdete for noen dette, men forhåpentligvis til glede for den som virkelig er interessert i dette, gjengir jeg her hele dagens artikkel. Den er nemlig veldig interessant og opplysende. Dessuten er den på ungarsk (her oversatt til engelsk) og dermed slipper den som ikke behersker ungarsk og vil lese alt bryet med å oversette selv.

Nok en flott Hexagon Purus nyhet!


Gdańsk's fleet is being expanded with Polish-made hydrogen buses

Gergő Garamvölgyi
August 8, 2024.

Around ten Polish-made NesoBus with a hydrogen fuel cell drive system will arrive in the northern Polish port city by mid-September; the first four of which were already on the market. The vehicles will be operated by Gdańskie Autobusy I Tramwaje (GAiT) for ten years under a long-term lease that includes full servicing.

With the arrival of the buses, GAiT's zero-emission fleet rejuvenation program is reaching a new level. The company started putting its bus fleet on a completely emission-free basis back in 2022; since then, more than twenty MAN Lion's City 12 Es and 18 Es have been put into operation, and another 10 hydrogen fuel cell NesoBus 12 solo buses will join this fleet by mid-September. In parallel with the commissioning of the new hydrogen buses, the first public green hydrogen filling station in Gdańsk and the so-called „threesomeváros” region will also be opened, which plays a key role in the development of sustainable transport infrastructure, as it is also possible to refuel hydrogen-powered cars and trucks. Before starting to operate the technology, the transport company carried out several months of test operations with the NesoBus demo bus before purchasing the ten-piece hydrogen bus fleet, thus preparing the smooth integration of hydrogen buses into the urban transport system.

During this period, more than half a hundred bus drivers received comprehensive training, thanks to which they were able to learn the details of the operation and maintenance of the newly marketed type. The real operational experience gained during the test was essential for the procurement of the hydrogen fleet, as this information is essential for the successful introduction of such a significant technological innovation. After careful preparation, GAiT concluded the long-term lease agreement, which includes the full maintenance of the vehicles during the entire duration of the lease. Services include daily and periodic technical inspection, replacement of parts, repair of components that fail during operation, repair of damage caused by accidents and vandalism, installation and updating of new software, and cleaning of vehicles externally and internally. The buses are filled up and ready for operation daily in the GAiT bus garage, where, after the day's work, they are taken over by the service provider for further maintenance.

NesoBus is considered a particularly young bus brand on the Polish market. The brand was created by one of Poland's richest people, Zygmunt Solorz-Żak, who is the owner of Pak-Polska Czysta Energia, one of Poland's leading energy groups, which produces electricity, heat and hydrogen from renewable energy sources. Despite the engine tower design, the model, designed from the ground up as a hydrogen-powered bus, was developed by NesoBus in collaboration with the ZE PAK electricity provider, which is also an interest of the businessman, and the telecommunications company Polsat Plus Group.

The technical content of the type may be familiar, as it is practically the same as the solutions of Solaris' solo hydrogen bus, i.e. the most important elements of the drivetrain here are the Hexagon Agility tank unit with a total volume of 1,560 liters, suitable for storing 37.5 kg of hydrogen, the 70 kW fuel cell supplied by Ballard Power Systems, the lithium titanate oxide (LTO) traction battery with a capacity of 30.4 kWh serving as a buffer in the system, which serves as a buffer, as well as the ZF AxTrax AVE driven gantry chassis with a peak power of 2 x 125 kW. According to the manufacturer, the range of the vehicle with a fuel consumption of 8 kg/100 kilometers is 450 kilometers, but according to GAiT, the autonomy under real operating conditions is somewhat less than this, around 330 kilometers in magnitude.

Vehicles intended for GAiT, round 12 metres long, with 2-2-2 door divisions and a capacity of 93 people, have 37 seats and 57 standing places on their air-conditioned decks. In addition to the modern passenger information system, vehicle monitoring system, built-in sound system, external 360 degree monitoring system and passenger counter system, the buses were equipped with alcohol lock, CPC system for monitoring tire pressure and temperature, fire sensor, hydrogen system collision detection sensor, dusk and rain detection sensor, and full-LED lighting and dynamic rear direction indicators. In addition, USB ports have been placed on the buses, which have an induction charging function.

https://magyarbusz.info/2024/08/08/lengyel-gyartmanyu-hidrogen-buszokkal-bovul-gdansk-flottaja/

Slettet. Fant ut litt mer så må endres litt. Straks tilbake.

Vi vet at Hexagon Purus er leverandør av drivstoffsystemer til Solaris's hydrogendrevne busser. Dermed er nyheter om at stadig flere slike busser ruller på europeiske veier ensbetydende med gode nyheter for Hexagon Purus.


Significant hydrogen project in the Czech Republic involving Solaris

August 6, 2024
3 min read

Martin Uher Bus, a private transport company, has selected Solaris to supply the first hydrogen buses for its fleet. Ten Urbino 12 hydrogen vehicles will operate public transport in the Central Bohemian region around Prague. The buses are scheduled for delivery in the end of 2025.

The first hydrogen buses project in the Central Bohemian region will be implemented with the participation of Solaris. The manufacturer will supply ten Solaris Urbino 12 hydrogen buses, equipped with state-of-the-art fuel cells with a total power of 70 kW. The only by-products of the chemical reaction occurring in the fuel cell are heat and steam, thus such vehicles produce absolutely no harmful emissions at the point of use. The buses will be refueled with hydrogen produced from 100% green electricity, sourced from the Vrané nad Vltavou hydroelectric power plant. This method generates no carbon dioxide emissions, making the hydrogen produced green and completely climate-neutral. Ten Solaris 12 hydrogen buses will operate in the hilly areas around Mníšek pod Brdy in the Central Bohemian region. The hydrogen-powered vehicles will be delivered in the end of 2025.

https://hydrogen-central.com/significant-hydrogen-project-in-the-czech-republic-involving-solaris/


Solaris grows French market

06/08/2024

FRANCE

Solaris is continuing its growth in the French market with a new contract to supply four 12-metre Urbino hydrogen buses to Artois Mobilités for the TADAO transport network in northern France. The buses are scheduled for delivery at the beginning of 2025. Solaris will work in collaboration with operator the Transdev Group for the delivery.

“There are a number of arguments in favor of hydrogen. First of all, it is absolutely emission-free during operation. Additionally, there are significant advantages such as long ranges, a fast refuelling process, flexibility in managing a fleet of hydrogen vehicles and a distinguishingly quiet ride. I congratulate Artois Mobilités on this decision and look forward to our cooperation,” said Brice Bonavia, Director of Solaris France.

The buses will use 70kW fuel cells, mounted on the roof, and will be equipped with Solaris High Power traction batteries, which support the fuel cell during peak electricity demand. The buses will be equipped with Solaris eSConnect monitoring and remote fleet management system.

The new contract strengthens Solaris’ position in the European zero-emission vehicle market. It has already delivered over 220 Solaris Urbino hydrogen buses to cities including Barcelona, Bratislava, Frankfurt, Madrid, Poznan and Venice, and is in the process of completing an order for 22 hydrogen buses for Île-de-France Mobilités.

https://cbwmagazine.com/solaris-grows-french-market/

EU legger til rette for store subsidie pakker, nå sist i Holland og Spania.
Vil nok dryppe godt på klokkeren (HPUR) fremover:)

https://ec.europa.eu/commission/presscorner/detail/en/IP_24_4043
https://ec.europa.eu/commission/presscorner/detail/en/IP_24_4024
https://ec.europa.eu/commission/presscorner/detail/en/IP_24_4023

Spesielt Spania sies å ha overskudd fra solenergi som er perfekt i bruk til fremstilling av rimelig priset grønn hydrogen.

Gode nyheter, for 40 nyansettelser indikerer ytterligere økt produksjon av hydrogendrevne tungtransportkjøretøyer og med det stadig flere ordrer fra Nikola på rammeavtalen for drivstoffsystemer fra Hexagon Purus.

Se trådstart for detaljer når det gjelder rammeavtalen.


Nikola CEO Announces Workforce Expansion as Production Ramps up

25th July 2024 2 Min Read
Posted by Cláudio Afonso

On Wednesday, Nikola CEO Stephen Girsky shared on LinkedIn that the company’s factory in Coolidge, Arizona, has welcomed “nearly 40” new workers.

"Congratulations to the nearly 40 new hires at our Coolidge assembly plant!,” Girsky wrote.

After selling 112 hydrogen fuel cell trucks (FCEV) in the first half of the year, the Arizona-based manufacturer is ramping up production at its Coolidge plant.

“We are honored to have you join our team in the coming weeks as we continue to ramp up production of our zero-emission trucks. And we appreciate the more than 100 of you that came out and applied – we are fortunate to have a great market and workforce in Arizona!,” the chief executive added.

Last week, the company’s station located in Ontario, California, achieved a daily record by refueling 28 trucks and dispensing over 850 kg of hydrogen.

In the first three months of the year, Nikola sold 40 vehicles while in the following quarter the sales surged to 72 units.

Earlier this week, Harnois Énergies announced the successful completion of a one-month test of Nikola trucks.

The company was the first in Canada to reserve five Peterbilt 579 hydrogen fuel cell trucks, scheduled for delivery in early 2026.

Last week, Nikola secured Talon Logistics as a new client. According to a social media post, the logistics company received its first trucks from Nikola. However, the official announcement regarding the size of the order has not yet been made.

Walmart Canada has recently integrated the first Nikola hydrogen fuel cell electric semi-truck into its fleet, marking it as the first retail fleet in North America to operate such a vehicle.

https://eletric-vehicles.com/nikola/nikola-ceo-announces-workforce-expansion-as-production-ramps-up

Her er E24 artikkelen.

Hexagon Purus bør prøve gammeldags likebehandling
Det er ikke et spørsmål om Hexagon Purus trenger penger. Spørsmålet er heller kanskje når de henter pengene.

Johann D. Sundberg
Børskommentator

Publisert:
I går 06:11
Dette er en kommentar
Kommentaren gir uttrykk for skribentens holdning.
Hexagon Purus har vokst og vokser kraftig. Nå står selskapet på terskelen til å ta et stort skritt opp i omsetning og til lønnsomhet. Det gjør selskapet og aksjen spennende.

Hexagon Purus består grovt sagt av to virksomhetsområder. Det ene er lagrings- og rørsystemer til hydrogendrevne kjøretøyer. Det andre er utstyr til batterilagring for kjøretøyer.


Så langt er det hydrogen-delen som har gitt inntekter. Og i andre kvartal klarte denne delen å oppnå et positivt brutto driftsresultat (EBITDA). Selv om kvartalsresultat var positivt påvirket av engangseffekter, venter ledelsen i Hydrogen Purus at denne delen nå over tid skal vise lønnsomhet.

Batteri-delen har så langt kun vært kostnader. Selskapet har bygget opp en produksjonskapasitet for å ivareta de rammeavtalene de har, først og fremst med Daimler og Hino. Sistnevnte avtale kan måles i mange milliarder, hvis den lykkes.

Hexagon-aksjene er en superspennende grønn cocktail
Leveransene til Daimler og Hino skal etter planen starte nå i høst og få full effekt i løpet av neste år. Når Hexagon Purus målene sine, vil det gå fra en omsetning på over to milliarder kroner i år til mellom fire og fem milliarder neste år. I løpet av 2025 venter selskapet at det skal ha positivt resultat på driften (EBITDA).

Lånene som begrenser oppsiden i Hexagon Purus-aksjen
Det som er en utfordring sett fra aksjonærenes side, er at Hexagon Purus trenger penger. Selskapet gikk ut av første halvår med 543 millioner kroner i kassen og ledelsen åpner for at det blir hentet inn ny kapital i løpet av høsten.

Måten og kanskje tidspunktet for når kapitalinnhentingen skjer, blir spennende å følge med på. Ved to tidligere anledninger har de strategiske hovedeierne Hexagon Composites og Mitsui styrket kapitalen i Hexagon Purus ved bruk av konvertible obligasjonslån. Altså lån som kan omgjøres til aksjer. Det gir som regel en mindre brutal utvanning av dagens aksjer på kort sikt, men begrenser potensialet for kursoppgang.

Tidspunktet for kapitalinnhentingen kan også bli avgjørende. Hvis det skjer etter at Daimler og Hino eventuelt har levert sine første håndfaste bestillinger og de er av en viss størrelse, vil det være langt enklere å reise kapital i markedet.


Kanskje kunne Hexagon Purus-styret og storeierne forsøkt seg på en god gammeldags tegningsrettsemisjon. Da får alle aksjonærene delta i forhold til sine eierandeler. Det er egentlig slik aksjelovgivningen ser for seg at emisjoner i hovedsak skjer.

Selv om tegningsrettsemisjoner er blitt uvanlig i det norske markedet, bør Hexagon Purus-styret gjøre et forsøk. Da blir aksjonærene likebehandlet.

Nikola-kontrakten blir mer og mer interessant, og vi snakker jo her tross alt om ingen ringere enn 'first mover' innen hydrogendrevet tungtransport, og når til og med en aktør som Walmart allerede er på veiene med et kjøretøy samtidig som Nikola stadig åpner nye fyllestasjoner for hydrogen, er det klart det er spennende. Om Nikola betaler, har vært en gjenganger i flere kvartalpresentasjoner blant spørsmålene under Q & A. Purus-ledelsen svarer alltid det samme. At de opplever Nikola som en seriøs forretningsforbindelse. Så det er 'early days' innen hydrogendrevet tungtransport, men spennende er dette allerede til gangs mens vi venter på at Purus-partnerne Toyota, Ford m.fl. sluttfører testfasene og begynner å skalere opp. Er svak for underdoger så 🤞 litt for Nikola. Når det gjelder Toyota, har vel faktisk Purus jobbet med dem siden 2017 eller 2018 nå med utvikling av el- og hydrogendrift...

Er ekstremt optimistisk når det gjelder fremtidsutsiktene til Hexagon Group, også Composites hvis Hexagon Agility jo har svimlende 70% markedsandel innen drivstoffsystemer for CNG/RNG-drevet tungtransport og en ditto partner-/kundeportefølje. Og nå har altså også 'game changer'en R15N motoren fra Cummins entret markedet slik at også den aller tyngste tungtransporten på veiene kan fases over til CNG/RNG fra diesel. Så slik komplementerer altså Composites Purus som altså på sin side er markedslederen innen drivstoffsystemer for hydrogen. Begge spiller hovedroller i den helt nødvendige ' flukten fra diesel'.

Har fulgt kvartalspresentasjonene til Purus og Composites over flere år nå og har stor tillit til ledelsene som styrer stødig, er nøkterne og ikke overbyr slik jeg ser det. Det ble litt flere Purus-aksjer i går, og det blir nok flere. Garantert flere raskt hvis kursen går enda lavere, for 'nyheten' om en kommende og siste innhenting av kapital før EBITDA break-even i 2025, er på måte ingen måte noen nyhet. Dette vært kjent i markedet, som det klart mest sannsynlig scenarioet, i månedsvis så å fremstille dette som en nyhet, er bløffing. Blir spennende å se hvordan Purus-ledelsen velger å gjennomføre denne. Har litt sansen for det du (i et annet innlegg) og E24-skribent Sundberg foreslår (artikkel bak betalingsmur, men vi skjønner jo hva Sundberg foreslår her):

https://e24.no/boers-og-finans/i/allqXE/hexagon-purus-boer-proeve-gammeldags-likebehandling

Bra information Rect Angel. Först gillade jag inte att de hade Nikola som kund, man vet ju deras historia, men de kan ju lyckas vända det där bolaget. I Q&A av VD och finansdirektören i Torsdags fick de frågan om någon aktör var sen med betalningar, de svarade att de inte hade sådana problem.

Intressant är ju att de även fick en "testorder" av Ford på systemet, så Hexagon Purus samarbetar ju med nästan alla stora aktörer på marknaden. Daimler är väl enbart elektroniska lastbilen, likt Hino (Toyota) "we expect to start delivering the first trucks to Hino and Daimler in the third quarter of 2024."

Som kjent produserer og leverer Hexagon Purus drivstoffsystemene til Nikolas hydrogendrevne tungtransportkjøretøy.

Det begynner nå å bli mange og tunge aktører som legger inn ordrer på hydrogendrevne tungtransportkjøretøyer fra Nikola. Dette er kjøretøy i den aller tyngste klassen, for de aller tyngste jobbene. Jobbene hvor batteridrift ikke er egnet (batteriene blir for store og tunge + for lang ladetid).

Så dette er lovende og spennende. Ikke minst fordi det allerede er bekjentgjort i børsmelding at Hexagon Purus allerede i 2025 også starter opp med leveranser av drivstoffsystemer til hydrogendrevne tungtransportkjøretøy produsert av Toyota.


Nikola Secures Talon Logistics as New Client for Hydrogen Fuel Cell Trucks

19th July 2024 3 Min Read
Posted by Cláudio Afonso

Nikola Corporation, the US-based manufacturer of hydrogen fuel cell electric vehicles (FCEVs), has secured Talon Logistics as a new client.

According to a social media post from late Thursday, Talon Logistics has received its first Nikola trucks, although — as the official announcement was not done yet —the size of the order is still unclear.

Talon Logistics, founded in 2007 and headquartered in Southern California, is a prominent logistics and transportation company. It serves several major clients, including Starkist, CJ Logistics, and logistics giant Maersk.

Earlier this week, as the company continues expanding its refueling network, the CEO announced Nikola’s station located in Ontario (California) achieved a record day by refueling 28 trucks and dispensing over 850 kg of hydrogen.

The Arizona-based company announced earlier this month that it sold 72 units in the second quarter, bringing its total sales for the first half of the year to 112 units.

Walmart Canada has recently integrated the first Nikola hydrogen fuel cell electric semi-truck into its fleet, marking it as the first retail fleet in North America to operate such a vehicle. This represents a major milestone for Nikola and its efforts to penetrate the retail logistics market.

In addition, AiLO Logistics, a major drayage carrier operating in the Ports of Los Angeles and Long Beach, has placed an order for 100 Nikola hydrogen fuel cell electric trucks, set for delivery in 2025. This follows a previous order of 50 trucks in 2023, underscoring AiLO’s commitment to sustainable transportation solutions.

Nikola’s CEO Steve Girsky announced on July 2nd that 4GEN Logistics and IMC Companies have also purchased vehicles through Nikola’s dealer network, further solidifying Nikola’s presence in the logistics sector.

Earlier this month, the e-commerce giant Wayfair announced it was testing electric trucks from Nikola in California as it evaluates the transition from diesel to electric trucks.

https://eletric-vehicles.com/nikola/nikola-secures-talon-logistics-as-new-client-for-hydrogen-fuel-cell-trucks/

Tror desamma, men inte mot 100 kr, det är inte realistisk, kanske 2026, men man ska inte stressa.
Man behöver ju inte sitta och vänta och se hur det går för deras produkter, bara se vilka de levererar till, Solaris Bus exempelvis. Alla ordrar läggs ju ut av de som köper, är ju offentliga aktörer så de är väl i princip skyldig att göra det, just nu har Solaris 1000 hydrogenbussar i orderstocken. Finns ju flera aktörer inom den sektorn där Hexagon Purus levererar. https://www.ballard.com/about-ballard/newsroom/news-releases/2024/04/01/ballard-announces-largest-order-in-company-history---1-000-engines-to-power-solaris-buses-across-europe

Nikola sålde väl 72 lastbilar förra kvartalet, ökar de lite detta kvartal så blir det ju goda pengar till Hexagon, (Jag gillar inte Nikola som bolag) men det är ointressant så länge pengarna tickar in. https://www.nikolamotor.com/nikola-wholesales-72-hydrogen-fuel-cell-trucks-for-north-american-customers-in-q2-2024-exceeds-sales-guidance

Anledningen till att jag köpte i bolaget är för att de är breda, flera sektorer, hydrogen och elektrisk, så de har inte bara en kund eller produkt att förlita sig på, kommer bli mycket intressant att följa de framöver. ser att de just nu har över 70 jobbannonser ute, så de växer snabbt nu, men allt detta är ju inget nytt, rapporterats från VD sen dag 1, bara aktien som dykt enormt...Jag tror vi kommer att nå all time high 2026, strax över 80 kr. Omsättning då på ca 7 miljarder, ebita 500 miljoner, Pe 40 pga av snabbväxande företag, boom börsvärde på 20 miljarder, ca 80 kr aktien, det är vad jag tror, och vad jag tror är i grunden ointressant.

Mange triggere som som trolig utløses i løpet av året.
Q2 blir spennende, ser ikke bort fra et realt løft i kursen da.

Sitter selv godt lastet fra mars/april og har lang horisont på HPUR.

Selskapet er en verdensledende leverandør av hydrogen Type 4 høytrykkssylindere og -systemer, batterisystemer og kjøretøyintegrasjonsløsninger for brenselcelle elektriske og batterielektriske kjøretøyer. Hexagon Purus' produkter brukes i en rekke bruksområder, inkludert lette, mellomstore og tunge kjøretøy, busser, bakkelager, distribusjon, tanking, maritim, jernbane og romfart. Lær mer på www.hexagonpurus.com og følg @HexagonPurus på LinkedIn og X.

Gleder meg virkelig til Q4 hvor inntektene fra ellastebilene skal bokføres i regnskapet!!!!

Pr idag er det mest inntekter fra hydrogeninfrastruktur, og med ca 900 millioner i cash skulle det holde «rikelig» til annonserte milliardinntekter og svært god ebitda på denne delen av virksomheten…….

https://cleantechnica.com/2024/05/20/toyota-launches-class-8-tern-100-electric-truck-at-us-market/amp/

Mao kan vi fort se kursen i intervallet kr 50-100 ila 2024…

Tror mange ble tatt på senga etter Q1 og potensialet til å bli en internasjonal gigant som f eks Kongsbergruppen er veldig til stede i årene som kommer….

Merker meg følgende fra Q1 2024 presentasjonen og er svært optimistisk for Q2 2024 som legges frem torsdag:

1)
« Nærmere 90 % av årets produksjonskapasitet for hydrogendistribusjonsmoduler er enten allerede solgt til kunder eller er i sluttfasen av å selges.»

2)
« Vekst fra hydrogenlagringsløsninger for transittbuss og tunge kjøretøyer er en annen viktig vekstdriver for 2024.»

3)
« Selskapets ordrereserve, bestående av faste kundeinnkjøpsordrer, var på ca. 1,2 milliarder kroner per første kvartal 2024, med de aller fleste for utførelse i 2024. Ordrereserven for utførelse i 2024 forventes å fortsette å vokse i 2024 »

3)
For hele 2024 forventer selskapet en omsetningsvekst på minst 50 % år-over-år, samt en betydelig år-over-år-forbedring i konsernets EBITDA-margin.

4)
«Med fullføringen av selskapets kapasitetsutvidelsesprogram i år, legges det til betydelig inntektskapasitet og vil tjene som en sentral muliggjører for selskapet å nå sine kort- til mellomlangsiktige mål.»

5)
« Kontanter og kontantekvivalenter utgjorde 965 (1 366) millioner kroner ved utgangen av første kvartal 2024.»

6)

« All-time high kvartalsinntekter på NOK 407 millioner i første kvartal 2024, opp 67 % fra første kvartal 2023;»

7)
« "Vi har nettopp rapportert et rekordkvartal for Hexagon Purus, og holder oss godt på sporet for å nå våre mål for 2024. »

8)
« Enhver betydelig inntektsføring knyttet til de to store avtalene som er signert for fullstendig kjøretøyintegrasjon av batterielektriske og tunge kjøretøyer med Hino Trucks og Daimler Trucks North America forventes ikke før i fjerde kvartal 2024.»


++++denne nye som kom igår da…

Hexagon Purus has secured up to CAD 8.5 million from The Commercial Vehicle Innovation Challenge (CVIC) in British Columbia, Canada. The funds will support labor and capital expenditure to further develop its leading battery electric vehicle technology for the Tern RC8. The grant is launched under CleanBC Go Electric's Advanced Research and Commercialization (ARC) program which aims to support growth in BC's zero-emission vehicles industry and to create jobs.

Minner om tidligere kurs på kr 82…

Ser ut som Toyota avtalen gir ringvirkninger til resten av bransjen med konkrete ordre og svært ofte med påfølgende støtte fra myndighetene…

En aksjekurs skal speile fremtidig potensiale og Purus har så absolutt vist styrke i å levere varene…

Idag tikket det inn kr 70 millioner rett på bunnlinja….i støtte fra canadiske myndigheter- ingen sak da…eller rettere sagt med andre ord: 3% av nåværende mcap!!!

Dette blir virkelig en moderne industrikjempe som til dags dato er «inne» med den største av den største, nemlig Toyoyta……

……så kommer resten etter, ser det ut som…..

Vi tar sats og satser på ca dobling fra 8,63…til 18….før 18-7:

"Danske Bank-analytiker Elliot Jones dunker til og løfter kursmålet på Hexagon Purus fra 11,50 til 15,00 kroner. Om analytikeren får rett, tilsvarer dette en oppside på i overkant av 80 prosent."

NB: Dette var før dagens melding om levering av komponenter til 10 000 nye lastebiler fra ny produsent …

At vi ser minst kr 11,50 ila uka med dagens melding, er vel iallefall ikke «å ta for hardt i»

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

Blir bra guiding på torsdag…mulig opptur i kurs ila rimelig kort tid?

Historien forteller at det kan gå fort i svingene fremover kursmessig…


Håper virkelig vi slipper pausing på veien oppover…. det er bare så irriterende… pent og pyntelig er best👌


Ser foreløbig pent og pyntelig ut…


Minner om denne 22-5:

Oslo (Infront TDN Direkt): Hexagon Purus skal levere et komplett hydrogensystem og batteripakke til Toyota Nord-Amerika (TMNA) for serieproduksjon av deres heavy-duty brenselcelleelektriske powertrain kits.


Powertrain kits= The powertrain consists of the engine, transmission, driveshaft, differential, and axles.

Kommer hele tiden positive drypp:
https://newsweb.oslobors.no/message/623537

Etterhvert som omsetningen tar seg opp så vil nok kursmålene justere seg.
Sparebankfolkene er evig opptatt av mulig emisjon og styrking av balanse/likviditet.

De tre helligheter:
Profitt Kvalitet Kundetilfredshet

Når de store avtalene kicker inn, vil selskapet generere profitt og de to andre hellighetene er vel i boks allerede.

👍
Løp og kjøp!

Er det noe i det at Danske Bank har høynet kursmålet fra 11 til 15. Kan noen bekrefte det ?

Spenningen og trøkket rundt Nikola-aksjen fortsetter!

Var opp over 30% intradag i går, og endte opp +16.69%. Og i skrivende stund er aksjen opp +7.63% i premarket.

Hypen har altså sin årsak i at Nikola er 'first mover' innen hydrogendrevet tungtransport, og at mottakelsen av kjøretøyene i markedet tilsynelatende er så god som det kan virke blant kunder, er jo selvsagt glimrende nytt og ditto cred også for Hexagon Purus som jo altså er leverandøren av av helt essensielle komponenter - drivstoffsystemene til kjøretøyene.

https://finance.yahoo.com/quote/NKLA/

Og i bakhodet her har vi selvsagt kjempenyheten som Purus og Toyota allerede har annonsert, om leveranser av tilsvarende drivstoffsystemer fra Purus til Toyota når kjempen begynner sin produksjon av hydrogendrevet tungtransport i 2025.

https://www.nordnet.no/market/news/2b470052-d361-4315-a7a2-2819910d3603

Skal bli litt spennende å følge utviklingen i Nikola fremover, som 'frontrunneren' innen hydrogendrevet tungtransport.

Aksjen er jo utbombet så det rekker (dessuten omvendt splitt 1-for-30), men reagerte positivt på gårsdagens gode nyhet (var en stund +20%++ intradag) , og er inntil videre opp i premarket i dag.

Største aksjonær er vel forøvrig Det Norske Oljefondet...

https://finance.yahoo.com/quote/NKLA/

Gode nyheter.

Stadig flere Nikola hydrogendrevne tungtransporter med drivstoffsystemer levert av Hexagon Purus ruller på nord-amerikanske veier.

Solgte enheter i Q2 2024 kom ut 'above the high end of truck sales guidance'.


NIKOLA WHOLESALES 72 HYDROGEN FUEL CELL TRUCKS FOR NORTH AMERICAN CUSTOMERS IN Q2 2024, EXCEEDS SALES GUIDANCE

NEWS PROVIDED BY
Nikola Corporation 
Jul 02, 2024, 08:05 ET

PHOENIX, July 2, 2024 /PRNewswire/ -- For Q2 2024,  Nikola

Corporation (Nasdaq: NKLA), a global leader in zero-emissions transportation and energy supply and infrastructure solutions, via the HYLA brand, wholesaled 72 Class 8 Nikola hydrogen fuel cell trucks, above the high end of truck sales guidance of 60 units.  

For the first half of 2024, Nikola wholesaled 112 hydrogen fuel cell trucks.

"We have maintained our 2024 momentum with solid wholesale numbers, new customers such as Walmart Canada, and repeat customers like 4GEN and IMC, purchasing vehicles through our dealer network," said Nikola CEO Steve Girsky. "We are firmly on the field and are continuing to secure our first-mover advantage in zero-emissions Class 8 trucks in North America, as well as with our HYLA hydrogen refueling solutions."

All Nikola trucks are assembled in Coolidge, Ariz.

https://www.prnewswire.com/news-releases/nikola-wholesales-72-hydrogen-fuel-cell-trucks-for-north-american-customers-in-q2-2024-exceeds-sales-guidance-302187764.html

chatgpt

"Walmart Canada operates a substantial fleet to manage its logistics. The company has around 10,000 tractors and 80,000 trailers in its North American operations, including Canada​ (electrive.com)​. In line with its sustainability goals, Walmart Canada is gradually transitioning to an electric fleet, starting with the introduction of three electric semi-trucks in British Columbia​ (Walmart Canada)​​ (Truckstop Canada)​. This move is part of Walmart's broader plan to electrify its entire fleet and achieve zero emissions by 2040​ (Walmart Sustainability Hub)​."

Hvor mange trekkvogner har Walmart Canada?

Nå begynner dette virkelig å bli moro, sett gjennom brillene til en Hexagon Purus aksjonær.

Vi snakker her foreløpig om EN hydrogendrevet tungtransport med drivstoff-/tanksystemer levert av Hexagon Purus til en 'major retailer'.

Men samtidig er det altså Walmart som tar dette kjøretøyet i bruk. Walmart som trygt kan kalles en bjellesau, og som med egne ord uttrykker at “Walmart Canada has an ambitious plan to power 100% of our fleet with alternative power".


Walmart Canada Becomes the First Major Retailer in Canada to Introduce a Hydrogen Fuel Cell Electric Semi-Truck

Published June 27, 2024

MISSISSAUGA, ON – June 27, 2024 – Walmart Canada’s new hydrogen fuel cell-powered electric semi-truck is now on the roads in Mississauga, Ontario as the retailer continues its ambitious journey towards a 100% alternatively-powered fleet.

Walmart Canada is the first major retailer in Canada to introduce a hydrogen fuel cell electric semi-truck to its fleet. Operating with zero tailpipe emissions, the Nikola Hydrogen Fuel Cell EV Class 8 tractor has a range of about 800 kilometres and on average can avoid 97 metric tons of CO2 tailpipe emissions annually according to the manufacturer.* According to Nikola, Walmart Canada is also the first retail fleet to operate one of these trucks in North America.

The introduction of trucks powered by hydrogen fuel opens the door to longer-haul travel with alternative power, extending the range that’s currently possible with the fleet’s electric options. This first hydrogen FCEV was sourced by Etobicoke, Ontario-based ITD Industries Inc., an industry-leading transportation solutions provider, and will be deployed in Ontario for longer-haul trips.
...
The Nikola hydrogen fuel cell electric semi-truck carries high-pressure gaseous hydrogen onboard in specialized tanks, similar to how a conventional truck carries diesel. The hydrogen then runs through the fuel cell stack, which is converted to electricity by combining it with oxygen, with water vapor as the only byproduct. This electric power is transferred to the high-voltage power-net, which can charge the on-board batteries, and transfer power to the pavement via an e-axle with integrated electric motors.

https://www.nikolamotor.com/walmart-canada-becomes-the-first-major-retailer-in-canada-to-introduce-a-hydrogen-fuel-cell-electric-semi-truck

Spennende nyhet. Ting skjer. Cellcentric er et joint venture mellom Daimler og Volvo.


Daimler Truck and Volvo open hydrogen fuel cell manufacturing plant for trucks

27 June, 2024 10:50

German company Cellcentric&Co KG has opened a hydrogen fuel cell manufacturing plant for heavy trucks in the city of Eslingen-Plienzauvorstadt

For now, this will be pilot production, and large-scale deployment is planned for the end of the decade, when hydrogen main tractors are expected to become the basis for the development of environmentally friendly heavy-duty transport.

The enterprise with a total area of 10,300 square meters employs 100 people. A high level of automation is used here. In addition to development and production, Cellcentric also plans to provide a full range of services for the maintenance and repair of hydrogen fuel systems.

There will also be a lot of attention paid to the precise use of resources. This includes the reuse of decommissioned systems for applications in other lower-requirement areas.

Specifically, it is about restoring fuel cell modules to a new state through a complete overhaul. As well as the recovery of raw materials and their reuse through processing.

It should be noted that in May 2024, at ACT Expo in Las Vegas, the company Cellcentric showed its latest NextGen hydrogen fuel cell system. In addition, its fuel cells of the BZA150 generation have been tested on the track of Daimler Truck and Volvo tractors.

The start of NextGen production is scheduled for the end of the decade. Cellcentric & Co KG is a joint venture between Daimler Truck and the Volvo Group, established in 2021 to develop and promote hydrogen technologies.

https://fakti.bg/technozone/892129-daimler-truck-i-volvo-otkriha-zavod-za-proizvodstvo-na-vodorodni-gorivni-kletki-za-kamioni


Cellcentric

https://cellcentric.net/en/

Interessant er nyheten vi implisitt får i Forbes-artikkelen om at "Norwegian Hydrogen, FirstElement Fuel Inc., and Mitsui & Co., Ltd. have formed a partnership to develop a joint hydrogen refueling infrastructure"! Se mitt forrige innlegg her på tråden for mer.

Store spillere spiller sammen og alt synes å gå rett vei for tiden, og når det gjelder hydrogendrevne tungtansportkjøretøy, vet vi jo at Hexagon Purus jobber tett med størrelser som Toyota og Ford. Så tror også vi har mye å se frem til, i tiår fremover.

Ingen tvivl om at dette bliver stort. Se værdiansættelsen af HPUR. Her er meget at konme efter i årene fremover. En super indgang nu hvis man er long 🤑🤑🤑

Fantastisk god nyhet:)

Hexagon Purus er en av hovedeierne i Norwegian Hydrogen. Norwegian Hydrogen er eneeier av Vireon som her har fanget Forbes's interesse.

Flott artikkel, som helt klart bekrefter følelsen av at store ting er under oppseiling. Og i treenigheten Norwegian Hydrogen, Vireon og Hexagon Purus har man jo hele verdikjeden innen hydrogen samlet i en enhet! Produksjon og infrastruktur i henholdsvis Norwegian Hydrogen og Vireon og lagring, transport samt produksjon av nøkkelteknologi og -produkter for kjøretøyer, i regi Hexagon Purus.

Gjengir en del fra artikkelen her, men der er mye mer så artikkel anbefales lest i sin helhet.

Og som jeg har spekulert litt i ved tidligere anledninger, får vi her også bekreftelsen på at Hexogon Purus mottar ordrer fra, og gjør business med, Vireon.


FORBESINNOVATIONTRANSPORTATION

When In Nordics All Roads Lead To Vireon: H2 In Three Countries

David Blekhman Contributor

I am a professor at Cal State LA and the technical director for the Hydrogen Research and Fueling

Jun 12, 2024,06:45am EDT

As discussed in one of my previous articles, Norwegian Hydrogen established Vireon AS, a hydrogen fueling infrastructure brand with the aim of becoming the leading operator of hydrogen refueling stations for heavy duty transport in the Nordics. Through substantial investments in land transportation infrastructure, Vireon utilizing Norwegian Hydrogen technical expertise and grants experience seeks to expedite the adoption of hydrogen-powered heavy-duty transport in the entire Nordics. It has been especially successful in winning grants that enable projects in Norway, Denmark and Finland among others, and the secret is revealed at the end. As a matter of fact, Vireon is the only company selected to build new hydrogen stations in Denmark and Finland, a network of green hydrogen refueling stations stretching from Northern Finland via Sweden and Denmark to continental Europe, establishing a vital corridor for zero-emission heavy-duty vehicles. Vireon secured €9.2 million in EU funding for seven stations. While the government funding provides about 30 to 25% of CAPEX, the rest is covered by Vireon’s investors.

Out of our many locations in Norway, six were recently awarded grants based on the expectation that they would be the first strategic spots to need heavy-duty hydrogen refueling stations. These stations form two main corridors, between the Capital of Norway, Oslo, and Trondheim in Mid-Norway and Stavanger on the west-coast. This is two routes with a lot of heavy-duty trucks going back-and-forth, and the first customers have already ordered hydrogen powered trucks to be used between the three cities. Norwegian Hydrogen, the sole owner of Vireon, is also developing hydrogen production facilities across the Nordics. Vireon plan to source green hydrogen from these facilities, and also to partner with other hydrogen producers in the Nordics to ensure sufficient supply.
...
Vireon emphasizes working with various technology providers to ensure the best solutions for each project. They are also technology-agnostic when it comes to hydrogen storage, currently using Hexagon Purus trailers but open to other options. 
...
Jens Berge, CEO of Norwegian Hydrogen says: "I'm deeply proud of our team's double success in securing EU grants totaling NOK 210 million for our hydrogen projects. This achievement not only fuels our passion and efforts towards a sustainable future, but also reinforces our leading position in the green energy transition.” NOK 210 million is approximately €18.2 million secured by both projects.

The secret to Vireon’s successful advancement of a network of hydrogen refueling stations in the Nordics is not a surprise as Norwegian Hydrogen, FirstElement Fuel Inc., and Mitsui & Co., Ltd. have formed a partnership to develop a joint hydrogen refueling infrastructure. This collaboration aims to accelerate the hydrogen heavy duty mobility by leveraging FirstElement Fuel's technical expertise in California, USA. Just in April 2024 in the Port of Oakland, FirstElement Fuel started operations at the North America’s largest hydrogen station.

https://www.forbes.com/sites/davidblekhman/2024/06/12/when-in-nordics-all-roads-lead-to-vireon-h2-in-three-countries/

Nikola stats show H2-powered trucking is for real

Alan Adler

Fri, Jun 7, 2024, 5:00 PM GMT+2 10 min read

Nikola has delivered 75 hydrogen-powered fuel cell trucks to customers. It has an order bank that should begin to produce meaningful revenue. Now it is producing statistical evidence that hydrogen-powered trucking is not just for show.

At two industry conferences this week and in data shared first with Truck Tech, Nikola revealed it has:

Completed 1,666 hydrogen fill-ups at three mobile refuelers in Coolidge, Arizona, as well as Ontario and Long Beach, California.

Dispensed 60.54 tons of hydrogen.

Averaged a fill time of 22.2 minutes in Long Beach and 23.5 minutes in Ontario. That is slightly longer than the 10-15 minutes for a diesel fill-up but much faster than recharging a battery-electric truck.

Averaged overall uptime of 95.4% including hydrogen station downtime. The trucks themselves operated 92.9% of the time.

https://finance.yahoo.com/news/nikola-stats-show-h2-powered-150000691.html


BUSINESS AND INNOVATION | OPINION AND REVIEWS

Tech phoenix: how electric-vehicle manufacturer Nikola Corporation is rising from the ashes

10 Jun 2024 James McKenzie

James McKenzie explains what we can learn from electric-vehicle manufacturer Nikola Corporation, which is finally coming good despite its founder being jailed

Nikola Corporation is a US electric-vehicle company that once – briefly – had a market capitalization even greater than that of Ford. It was founded in 2014 by Trevor Milton, who served as chief executive and then executive chairman when the company went public in 2020. In December 2023, however, Milton was jailed for four years after being found guilty on three counts of criminal fraud for lying about “nearly all aspects of the business”, as US federal investigators put it.

Milton’s firm had also been slammed for excessive hype and fake promotional videos – one of which showed its prototype hydrogen-powered lorry rolling downhill rather than moving under its own power. Given the scandal and the jailing of the owner, you might think it would be impossible for Nikola to survive. However, the company is bouncing back.

With new management in place, Nikola is now on a genuine path to produce trucks powered by electric batteries and hydrogen fuel cells. In May the California-based logistics company Ailo placed an order for 100 of Nikola’s hydrogen fuel-cell electric trucks. Deliveries are scheduled for 2025, marking a remarkable phoenix-like transformation for Nikola.

https://physicsworld.com/a/tech-phoenix-how-electric-vehicle-manufacturer-nikola-corporation-is-rising-from-the-ashes/