Noen hint utover denne lite informative linken?

Avdukingen finner sted imorgen i Las Vegas på åpningsdagen av verdens største messe for tungtransport ACT Expo 2024

https://www.actexpo.com/

Hemmelighetskremmeri frem til imorgen er vel litt av poenget fra Hexagon Purus og Hino Trucks/Toyota sin side her.

Man hevder det er en game-changer man skal presentere for markedet imorgen, innen de segmentene av elektrisk tungtransport kjøretøyet er innrettet mot, og dessuten at man er helt i mål og klare til å ta imot bestillinger.

Se forøvrig innlegg 17.05.2024 kl 17:50 på denne tråden for mer:

https://www.finansavisen.no/forum/thread/152986/view/0/1

Hexagon Purus and Hino Trucks Introduce Tern: A Pioneering Electric Heavy-Duty Truck

May 20, 2024 01:00 ET| Source: Hexagon Purus ASA

Las Vegas, NV, May 20, 2024 – Today at the Advanced Clean Transportation (ACT) Expo, Hexagon Purus in partnership with Hino Trucks, proudly announces the launch of Tern, a dedicated zero-emission truck brand along with their inaugural vehicle model, the RC8, a groundbreaking battery electric Class 8 tractor tailored for the U.S. market. This innovative semi-tractor leverages Hexagon Purus' years of development of zero-emission drivetrains for heavy-duty trucks and represents a driver-preferred option for fleets that are electrifying practical routes.

A product of the new long-term agreement between Hexagon Purus and Hino Trucks, valued at up to approximately $2 billion, Tern is designed to deliver a seamless transition to electrification for the U.S. commercial vehicle sector. Manufactured in Hexagon Purus' new facility in Dallas, Texas, the Tern RC8 is scheduled for serial production in late 2024.

Built on Hino's proven XL Series 4x2 chassis and equipped with Hexagon Purus' cutting-edge zero-emission technology, Tern exemplifies innovation with its proprietary battery systems, auxiliary modules, and power modules. The vehicle leverages a U.S. assembled Hino chassis, an e-Axle from Dana for optimum efficiency, and battery cells supplied and manufactured by Panasonic Energy initially in Japan, before transitioning to De Soto, Kansas from 2026 onwards, ensuring reliability, American sourcing, and top-tier performance.

"Tern RC8 delivers the comfort, reliability and safety that drivers and fleets want, and it’s purpose-built to be a very practical truck for operators integrating zero-emission trucks into their fleets," said Morten Holum, CEO of Hexagon Purus. "We are excited to introduce a truck that embodies the endurance and efficiency of the Arctic Tern, renowned for its light weight and long migratory journey – a trusty companion you can always rely on."

Key features of the Tern RC8 include:

A 100% battery-electric platform with an industry-leading short wheelbase of 165 inches

A gross vehicle weight rating (GVWR) of 68,000 lbs.  targeting applications of approximately 200 miles in regional city duty cycles, addressing 95 percent of use cases

Dual Hexagon Purus Gen3 269kWh battery packs in a 750-volt, 538 kWh configuration, providing substantial power and range for targeted duty cycles

Recharge rate of 241 kW

Peak/continuous horsepower of 680hp/494hp

Peak torque 38,350 ft/lbs.

Tern trucks will be available exclusively through the Tern dealer network and will leverage Hino’s network ensuring total support and service. This launch aligns with the Advanced Clean Fleets regulation in California and gives fleets an excellent option to decarbonize their supply chain, especially in target applications like metro-regional routes, food & beverage logistics and similar routes where the tight turning radius and popular 4x2 chassis offer practical benefits.

“Our partnership with Hexagon Purus introduces a highly reliable Class 8, 4x2 tractor option into the electric truck market, catering to a wide range of applications. We are excited to see Tern launched in California, where fleet electrification is imperative,” remarked Glenn Ellis, President of Hino Trucks.

The introduction of the Tern brand signifies a transformative step for both companies and the commercial trucking industry, driving towards a zero-emission future without compromising on power or performance.

 - ENDS - 

Notes for Media

A press conference will be held at ACT Expo on Monday 20 May from 17.20-17.25 at Booth 2244 to unveil Tern RC8.  Interviews with Hexagon Purus executives can be arranged at ACT Expo, with CEO Morten Holum and EVP Todd Sloan present.  Glen Ellis, President of Hino Trucks, will also be available for interview directly after the press conference.

For more information
Eli Turander, Global Communications Director, Hexagon Purus
Telephone: +47 953 35 795 | eli.turander@hexagonpurus.com

Mathias Meidell, Investor Relations Director, Hexagon Purus
Telephone: +47 909 82 242 | mathias.meidell@hexagonpurus.com

Mark Brakeall I Director – Marketing, Dealer Operations & Connected Vehicle
brakeall@hino.com

About Tern

Tern is a new zero-emission Class 8 truck nameplate born in collaboration between Hexagon Purus, a world leading manufacturer of zero-emission mobility and infrastructure solutions, and Hino Trucks, a Toyota Group Company.  Tern is specifically focused on electrifying practical commercial vehicle applications that yield the most significant benefits to drivers while minimizing or eliminating operational adaptations required by our fleet customers.

Learn more at www.terntrucks.com and follow @terntrucks on LinkedIn, Instagram and Facebook.

About Hexagon Purus ASA

Hexagon Purus enables zero emission mobility for a cleaner energy future. The company is a world leading provider of hydrogen Type 4 high-pressure cylinders and systems, battery systems and vehicle integration solutions for fuel cell electric and battery electric vehicles. Hexagon Purus' products are used in a variety of applications including light, medium and heavy-duty vehicles, buses, ground storage, distribution, refueling, maritime, rail and aerospace.

Learn more at www.hexagonpurus.com and follow @HexagonPurus on LinkedIn and X.

About Hino Trucks

Hino Trucks, a Toyota Group Company, manufactures, distributes, and services a lineup of Class 4-8 commercial trucks in the United States. Hino Trucks has a product lineup that offers fully connected vehicles with a low total cost of ownership, unmatched reliability, maneuverability, and the most comprehensive bundle of standard features in the market. Hino continues to lead the industry toward a more sustainable future with its evolving electric vehicle lineup. Headquartered in Novi, Michigan, Hino has a nationwide network of dealers committed to achieving excellence in the ultimate ownership experience.

Learn more about Hino Trucks at http://www.hino.com or follow us on Facebook, LinkedIn, X, and YouTube.

TERN

https://www.globenewswire.com/news-release/2024/05/20/2884611/0/en/Hexagon-Purus-and-Hino-Trucks-Introduce-Tern-A-Pioneering-Electric-Heavy-Duty-Truck.html

Da er linken "Live" med mye snadder å lese igjennom. 👍

Så da tar altså Nikola langdistansesegmentet med hydrogentrucks og Hino/Tern tar korttransportsegmentet/cityhub med elektrisk.

To pureplay 👍

Avduking og lansering av TERN på åpningsdagen av ACT Expo 2024 (verdens største bransjemesse) i Las Vegas i går, ble av arrangøren klassifisert som den ene av dagens tre hovedbegivenheter.

Massevis av bra artikler om TERN på nettet, men ikke så mye som et et lite pip å finne om TERN i norsk finanspresse når man gjør et søk. Vel, finnes det kanskje så mange norske produsenter av utslippsfrie tungtransportkjøretøy at dette blir for trivielt for norsk finanspresse... ?

I dag vil forøvrig Hexagon Composites's/Agilitys lansering av tank-/drivstoffsystem til Cummins X15N motor være en av hovedbegivenhetene under dag to av ACT Expo 2024. Mer om dette her:

https://www.finansavisen.no/forum/thread/165811/view

Her linker til et knippe artikler om TERN:


Toyota Launches Class 8 Tern 100% Electric Truck At US Market

17 hours ago Tina Casey

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


ALTERNATIVE POWER
BATTERY ELECTRIC

Hexagon Purus launching industry's lightest Class 8 BEV under new brand with Hino

Jason Cannon
May 20, 2024

https://www.ccjdigital.com/alternative-power/battery-electric/article/15671165/hexagon-purus-launching-new-class-8-bev-under-new-brand-with-hino


BUSINESS DEVELOPMENT

Panasonic Energy to Supply Batteries for Groundbreaking Heavy-Duty Truck by Hexagon Purus and Hino Trucks

May 20, 2024
4 min read

https://batteriesnews.com/panasonic-energy-to-supply-batteries-for-groundbreaking-heavy-duty-truck-by-hexagon-purus-and-hino-trucks/

Man fatter ikke at den ikke stiger mere med de aftaler, og det siges at Brint er Skandinaviens nye olie, manipulere de ikke med kursen for at holde den nede. ?

https://finans.dk/debat/ECE17086070/brint-er-skandinaviens-nye-olie/

Panasonic Powers Groundbreaking Electric Trucks

THE EV REPORT / JUNE 3, 2024 / COMMERCIAL VEHICLE, ENERGY

https://theevreport.com/panasonic-powers-groundbreaking-electric-trucks

Og slik som jeg skjønner det (arrester meg gjerne), så leverer hpur energi-overføringssystmet fra batteriet til drivaksel.. Og har således 2 bein å stå på:

1 system som involverer hydrogentanker (her inngår også mindre batteri)
2. System kun med batteri.

De er altså med i elektrifiserings revulusjonen innen tungtransport, selvom hydrogen som energibærer skulle floppe.

Slik jeg har forstår det, leverer man og monterer 'alt' når det gjelder BEV. Iallefall når det gjelder TERN (kontrakt med Hino Trucks om leveranse av inntil 10 000 kjøretøy i perioden 2024 - 2030, kontraktverdi ca. $2 milliarder). Hino Trucks/Toyota leverer chassiser til Hexagon Purus som selv står for resten. Om det samme vil være tilfellet når det gjelder Daimlers BEV Freightliner, vet jeg ikke, men antar det. Har ikke sett detaljer ennå når det gjelder denne avtalen.

Når det gjelder hydrogendrevet tungtransport og kontrakten om leveranse til Toyotas FEV, mener jeg utfra det vi har hørt hittil ar det forholder slik du skriver; tank-/drivstoffsystemer m/integrert batterisystem.

Inspirert av Charlie Freak sitt innlegg tidligere i dag, poster jeg likevel en artikkel jeg kom over for et par uker siden, men tenkte var for detaljert og 'nerdete' for et aksjeforum, men interessant nok til at jeg økte litt i HPUR i forkant av ACT Expo 2024 i Las Vegas der TERN ble avduket.

Gjengir her kun det i artikkelen som spesifikt handler om TERN og som gjør meg optimistisk når det gjelder 'fleets' interesse for å investere i kjøretøyet. Hexagon Purus og Hino Trucks/Toyota sikter nemlig mot et segment i markedet hvor størrelsen teller. Og her dreier det seg ikke om å være størst, tvert imot. Man må jo selvfølgelig være optimist og virkelig håpe markedet tar unna 10 000 TERN frem til og med 2030. Isåfall er det jo bare å dele $2 milliarder på antall år for å finne gjennomsnittlig årlig inntekt for Hexagon Purus fra denne ene avtalen. Man kan saktens bli svimmel av mindre enn svaret på den enkle ligningen.

Veldig interessant artikkel for den som virkelig er interessert i BEV tungtransport og det som nå skjer innnen bransjen. Også mer om og fra Hexagon Purus i artikkelen enn det jeg gjengir her.


What’s Winning the Commercial EV Power Wars? E-Axles or Central Drive Motors?

Story by Justin Banner, Manufacturer• 2w • 9 min read
...
However, one use case that caught our attention was a concept Class 8 semi from Hino Motors, the commercial vehicle manufacturer under the Toyota organization. It was done in partnership with Hexagon Purus to develop an electrified version of the XL 4x2 tractor cab chassis. The interesting part is just how short this Class 8 is while retaining a large 528-kWh battery pack—why? It uses an e-axle, rather than a central driver. In this configuration, this truck would get around 250 miles of range, more than enough for those last-mile fleets that can't or don't want to use a straight truck.

Anything that needs a trailer instead of a straight truck, like a drink distributor or grocery delivery or anything that needs a trailer but can't get into some tight corners, this concept is going to be a perfect application," said Sloan. Instead of using a Meritor e-axle, this Hino is using an Allison Transmission (yes, that Allison Transmission, Chevrolet Duramax fans) eGen Power 100D e-axle. It's a dual-motor e-axle with a two-speed gearbox with a maximum torque output of 34,665.42 lb-ft (most likely with gearing multiplication influence for this number and playing the same numbers game GMC did with the Hummer EV) and delivering a peak of 871.66 hp at 650 volts, but is capable of taking up to 900 volts.

"But again," continued Sloan, "you can see that by not having a central drive motor, we can actually shorten this wheelbase even more to make a stubby truck with a tight turnaround and turning radius for customers who need it like those in the city. If you have a central drive motor that is as powerful as this is, it's going to be quite big on its own and then you still need a driveshaft." Even if you mount it so that the central driver is rear mounted, you can't take advantage of it being a shorter wheelbase because now you have something sticking out the back." Of course, if you needed more range you could still use this axle and hydrogen fuel cells to go over 1,000 miles but at that point, you'll want a longer wheelbase so you can hotel in a sleeper cab truck instead of a day cab like this one.

https://www.msn.com/en-us/autos/news/what-s-winning-the-commercial-ev-power-wars-e-axles-or-central-drive-motors/ar-BB1mB1hA?ocid=BingNewsSearch

Her får vi servert signifikante nyheter.

Hexagon Purus produserer batterisystemene til TERN trucks for salg i USA markedet i Kelowna, Canada. Dette er kjent, men om to år, i 2026, flyttes denne virksomheten til Dallas, USA. Altså til samme sted hvor Hexagon Purus allerede nå i utgangspunktet produserer, monterer og ferdigstiller TERN kjøretøyene. Flyttingen av produksjonen av batterisystemer til Dallas i 2026 foretar Hexagon Purus fordi det er en nødvendighet for å kunne nyte godt av amerikanske myndigheters tilskudds-/stimuliordninger.

Den andre nyheten den nordamerikanske Purus-sjefen Todd Sloan slipper her, er imidlertid at virksomheten i Kelowna vil bestå, men fra 2026 og videre vil batterisystemene som produseres der bli montert i TERN kjøretøyer, produsert for det canadiske markedet.

Vi får altså her for første gang presentert litt om hvilke konkrete planer Hexagon Purus har for sin BEV virksomhet fra 2026 og videre, og dette fremstår som 'confident', ambisiøst og ekspansivt. En NORSK, fremtidsrettet kjøretøyprodusent med konkrete planer for skalering som dette for produksjon av nullutslipps tungtransportkjøretøy, ja det er rett og slett historisk og ganske så stort!

Her er artikkelen som inneholder videointervju med Todd Sloan.


VIDEO: Kelowna plant surges ahead with electric transport truck plans

Kelowna   posted Jun 4, 2024 @ 04:30pm by Kent Molgat

When Norweigen-owned Hexagon Purus announced its North American-made fully-electric transport trucks would soon be rolling off the line at their Dallas manufacturing facility, there was one thing they left out.

A key component of the vehicles, the battery packs, are made at the Kelowna plant, which is also home for the company's Executive Vice President, Todd Sloan.

https://www.kelownanow.com/watercooler/news/news/Kelowna/VIDEO_Kelowna_plant_surges_ahead_with_electric_transport_truck_plans/

Flott anerkjennelse av Hexagon Purus's virksomhet. Og 8.5 millioner CAD (ca. 69 millioner NOK) er betydelig midler.

Blir utrolig spennende å se hvordan markedet mottar TERN når Hexagon Purus og Toyotas HINO TRUCKS starter opp med salg av kjøretøyene til kunder mot slutten av året!


Hexagon Purus secures up to CAD 8.5 million in funding from Canadian authorities to further develop its leading battery electric vehicle technology

Fri, Jul 12, 2024, 7:16 AM GMT+24 min read

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.

The funding, subject to certain milestone criteria being met, will be used at Hexagon Purus’ facility in Kelowna for the Tern RC8, a groundbreaking battery electric Class 8 truck tailored for the North American market. The truck will be exclusively distributed by Hino Motors, and the distribution agreement foresees up to 10,000 trucks to be delivered by 2030. The project is expected to result in approximately 40 new positions in Kelowna.

“Hexagon Purus began operations in Canada in January 2020, and since then we have grown from 20 employees to approximately 100 over the past three years. We are delighted to have secured this funding which will support labor and material costs of our battery electric products and technologies in North America to accelerate zero-emission mobility.” says Todd Sloan, Executive Vice President of Battery Systems and Vehicle Integration, Hexagon Purus.

Driving Energy Transformation

To reach the 1.5°C ambition set by the Paris agreement back in 2015 the transportation sector is required to reduce emissions by 75% until 2050. In the U.S., both the Environmental Protection Act (EPA) and California Air Resources Board (CARB) have introduced proposals and regulations that addresses the need for further reductions in emissions in the transportation sector. In California, CARB has introduced a regulation for truck manufacturers (Advanced Clean Truck standard), and more recently, proposed a new regulation for fleet owners (Advanced Clean Fleet standard). Both regulations aim at reducing emissions and accelerate the adoption of zero-emissions vehicles (ZEVs) in the transportation sector in California. As part of both the Advanced Clean Truck (ACT) and the proposed Advanced Clean Fleet (ACF) regulations, the truck manufactures and fleet owners are required to have an incrementally higher ZEV content when selling or operating a fleet of trucks in California from 2024 onwards. The ACT regulation has already been adopted by five other states in the U.S. (Massachusetts, New Jersey, New York, Oregon, and Washington) and two more states are in the public process required to adopt (Colorado and Main).

The ACT requires amongst other that 5% of all new Class 7 and 8 trucks sold in 2024 in California must be ZEV while new additions to fleets of Class 7 and 8 trucks operating to and from intermodal seaports and railyards are required to be ZEV from 2024. The ACT regulation also requires 100% of truck manufacturers’ sales in 2040 to come from ZEVs, putting an effective end to sale of internal combustion engine trucks in California and incentivizes investments into infrastructure and supply chain.

There are approximately 1.8 million commercial trucks operating in California daily across a various set of classes including amongst other 219,000 Class 7 and 8 trucks. According to CARB, the combined effect from the ACT and ACF regulations will lead to approximately 0.5 million ZEVs on the road by 2035 in California, increasing to 1.6 million in 2050.

Contacts

Eli Turander, Global Communications Director, Hexagon Purus
Telephone: +47 953 35 795 | eli.turander@hexagonpurus.com

Mathias Meidell, Investor Relations Director, Hexagon Purus
Telephone: +47 909 82 242 | mathias.meidell@hexagonpurus.com

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.

Learn more at www.hexagonpurus.com and follow @HexagonPurus on Twitter and LinkedIn

About The Commercial Vehicle Innovation Challenge

The Commercial Vehicle Innovation Challenge (CVIC; the Challenge), launched under CleanBC Go Electric’s Advanced Research and Commercialization (ARC) program, is a funding initiative with a vision to address technology gaps in the commercial vehicle sector, support growth in B.C.’s zero-emission vehicles (ZEV) industry and create jobs through B.C. innovation. CVIC supports projects that advance commercialization activities in B.C.’s ZEV sector and produce collaborative, industry-demanded projects that have significant benefits for B.C.

This information is subject to the disclosure requirements pursuant to Section 5-12 the Norwegian Securities Trading Act

https://finance.yahoo.com/news/hexagon-purus-secures-cad-8-051600436.html

PS) Det som gjør TERN så ekstra spennende er særlig at den er kortere og lettere enn det konkurrerende (av ikke utslippsfritt) som i dag er tilgjengelig i markedet. Dette fordi TERN er designet med en 'e-axle, rather than a central driver'. Den er med andre ord ideell for og designet spesielt for kjøring i urbane omgivelser.

Nei, jeg er ingen ekspert, men de uavhengige skribentene som uttaler seg om, vurderer og lar seg fascinere av TERN i artikkel gjengitt i innlegg 03.06.2024 kl 19:30 her på denne tråden, er nettopp det. Anbefales!

Og så er det jo altså da også Toyota Hexagon Purus i praksis jobber med her, og som vi vet jobber Purus også med Toyota når det gjelder hydrogendrevet tungtransport, og man innehar ikke den posisjonen Toyota har i markedet som en følge av tilfeldigheter og flaks, men snarere på grunn av kvalitet🤞

Er det egentlig så veldig usannsynlig at vi ser kr 100,- ila 2025/26?

Dette tilsvarer isåfall en mcap på 30 mrd…..

Hvis de feks omsetteter for 50 mrd med en ebida på 30% med hypermoderne fabrikker hvor de faktisk leverer «nesten» hele bilen bortsett fra karossieriet….

Det skulle bli både bli høy omsetning og høy ebitda etterhvert som de legger både batteri og hydrogen bransjen for sine føtter….. samtidig er det en «deadline» for tungtransport å endre til 0-utslipp innen 2030….

Kursmål fra den Danske bank ble til kr 15,- for noen dager siden, men etter siste melding på levering10 000 lastebiler
Innen 2030 ser det ut som det virkelig kan ta av litt tidligere enn analytikere og markedet kunne forvente…..

Tippe kan du gjøre inne i hodet ditt......

Så er HPUR i gang med Hino kontrakten og har mottatt første call off med verdi ca. 5,5 MUSD.

Hexagon Purus receives its first purchase order under the long-term agreement with Hino Trucks
(Oslo, 31 July 2024) Hexagon Purus, a world leading manufacturer of zero
emission mobility and infrastructure solutions, has received its first purchase
order under the previously announced long-term agreement with Hino Trucks. The
purchase order, which has a value of approximately USD 5.5 million, is for the
delivery of Tern RC8s, a battery electric Class 8 truck tailored for the U.S.
market. The trucks are scheduled for delivery in Q3 and Q4 2024.

https://newsweb.oslobors.no/message/624297

Børsmelding. Milepæl, for nå er eventyret i gang! :)

Såpass må man vel ha lov å si, for norske produsenter av ZEV tungtransportkjøretøy finnes vel ikke akkurat i hopetall.

Minner for ordens skyld om rammeavtalen her om leveranse av inntil 10 000 kjøretøy med potensiell verdi på $2 milliarder:

https://www.globenewswire.com/en/news-release/2023/03/15/2627351/0/en/Hexagon-Purus-signs-landmark-long-term-agreement-with-Hino-Trucks-for-zero-emission-heavy-duty-trucks-in-the-U-S.html


Hexagon Purus receives its first purchase order under the long-term agreement with Hino Trucks

Hexagon Purus ASA

Wed, Jul 31, 2024, 10:42 PM GMT+2 1 min read

(Oslo, 31 July 2024) Hexagon Purus, a world leading manufacturer of zero emission mobility and infrastructure solutions, has received its first purchase order under the previously announced long-term agreement with Hino Trucks. The purchase order, which has a value of approximately USD 5.5 million, is for the delivery of Tern RC8s, a battery electric Class 8 truck tailored for the U.S. market. The trucks are scheduled for delivery in Q3 and Q4 2024.

For more information:

Mathias Meidell, Investor Relations Director, Hexagon Purus
Telephone: +47 909 82 242 | mathias.meidell@hexagonpurus.com

Eli Turander, Global Communications Director, Hexagon Purus
Telephone: +47 953 35 795 | eli.turander@hexagonpurus.com

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.

Learn more at www.hexagonpurus.com and follow @HexagonPurus on X and LinkedIn

This information is subject to the disclosure requirements pursuant to Section 5-12 the Norwegian Securities Trading Act

https://finance.yahoo.com/news/hexagon-purus-receives-first-purchase-204200818.html

Du postet tydeligvis mens jeg skrev på mitt innlegg Session88. Sorry, men vi får vel bare si at en god ting kan ikke gjentas for ofte. :)

Hvor ventet var denne avtalen?

Sant det:)
Dette blir en solid melkeku for HPUR i flere år fremover.

Hexagon Purus har jobbet med HINO om dette (+ hydogendrevet tungtansport) i Project Z siden høsten 2020 (HINO eies 100% av Toyota).

Rammeavtalen med HINO (potesiell verdi $2 milliarder) ble offentliggjort i børsmelding 15.mars 2023 og kjøretøyet (TERN) ble avduket og presentert for markedet 16.mai 2024 under ACT Expo 2024 i Las Vegas.

Ja, leverer Hexagon Purus på hele rammen (10 000 TERN, $ 2 milliarder), blir det altså noe inntekter fra den allerede nå i 2024. Og deretter en gjennomsnittlig årlig inntekt bare fra denne ene kontrakten på $330 millioner++ i 6 år (2025 - 2030). :)

Usikkert om markedet skjønner dette, oppgang i dag på moderate 2.5 %.
Er det mulig emisjon som ligger bak?

At det på en eller annen måte blir hentet penger en siste gang, før guidet omsetning 4 - 5 milliarder NOK og EBITDA break-even i 2025, er nok sannsynlig. Hvordan dette blir gjort, gjenstår å se.

Tanken om 'en god, gammeldags emisjon' med tegningsrettigheter til alle aksjonærer er lansert (bl.a. av aksjekommentator i E24)... Så får vi se hva ledelsen etterhvert kommer opp med.

10000 lastbilar låter extremt mycket, men man ska ha i tanken att det finns 240 Hino återförsäljare i USA. De behöver då sälja 8 lasbilar per återförsäljare och år, det låter inte extremt mycket när man ser helheten. Jag skulle satsa 100% av min godteri påse inköpt på Bunnpris att denna order går raka vägen till de 24 återförsäljare i Kalifornien, hur vågar jag satsa så mycket? jo jag har ätit upp 87% av godteripåsen!

På to, tre måneders sikt, er uten tvil nyheter om TERN RC8 og hvordan den blir mottatt i markedet, noe det knytter seg stor spenning til når det gjelder Hexagon Purus.

Denne videoen er ikke ny, men kom over den i dag og har ikke sett den før. Veldig spennende dette, som sagt. Så verdt å få med seg, for den som ikke alt har sett den.

TERN RC8

https://www.youtube.com/watch?v=gmmRUk-DhaY