NEL - Reliance order Q4! Giant short squeeze!

MC Axel
NEL 28.05.2024 kl 15:23 21018

Updated 19.10.2024

This could potentially become the SHORT SQUEEZE of the times, on the Oslo Stock Exchange!!!

Read this!

Copy paste

Kalanaama
for 2 t siden · Endret
·

Fortsetter fra andre plakater. Situasjonen ser virkelig fristende ut for spekulanter. Clearstream eier noe av 65,7~% av alle aksjer, mens basert på utdannet estimat (https://www.finansavisen.no/finans/2024/10/16/8192368/shorterne-angriper-nel) 19,7% av alle aksjer er shortet. Dette tilsvarer omtrent 70 dager å dekke, noe som er helt sinnsykt (329251084,9
shorted aksjer / gjennomsnittlig volum 4661251 (Yahoo)). Gjennomsnittsvolumet er også kraftig forsterket av shortsen selv, så det organiske volumet er langt lavere.

NEL antydet at vi kunne se store ordrer i Q4, selv om ingenting selvfølgelig er sikkert. Bare en kan muligens starte en klem for livet med et så lavt antall aksjer tilgjengelig for handel til å begynne med. Clearstream har økt sin posisjon konsekvent (f.eks. 44~% i 2020), og med en massiv posisjon er de derfor ikke i stand til, og sannsynligvis heller ikke villige, til å selge noe på børs.




Updated 17.10.2024

This is interesting and NEL emphasizes that there will be an order from Reliance now in the fourth quarter of 2024. This is consistent with what Reliance has planned regarding their hydrogen project now in the fourth quarter of 2024

"""""We expect revenues from the Reliance agreement to be recognized in the fourth quarter of 2024."""""

I am convinced that a serious short squeeze could be coming!!!


NEL ASA (NLLSF) Q3 2024 Earnings Call Highlights: Strong Revenue Growth Amidst Financial Challenges

GuruFocus News
Thu, October 17, 2024

Q & A Highlights
Q: Can you provide an update on when we might expect first licensing revenue recognition from Reliance? Is it likely in Q4 2024 or more of a 2025 story? A: We expect revenues from the Reliance agreement to be recognized in the fourth quarter of 2024.

Read it all here:

https://finance.yahoo.com/news/nel-asa-nllsf-q3-2024-070022621.html





28.05.2024

I am convinced that NEL will soon get some new orders and then the share price will rise a lot.

Possibly the order comes from the Indian company Reliance, with which they recently made an agreement


Translate

Jeg er overbevist om, at NEL snart får nogle nye ordrer, og så vil aktiekursen stige meget.

Muligvis kommer ordren fra det indiske firma Reliance, som de for nylig har lavet en aftale med




Oppdatert 28. mai 2024

https://www.dn.no/borskommentar/disse-shorterne-har-tapt-650-mill-pa-en-maned-minst/2-1-1651013
Redigert 19.10.2024 kl 19:36 Du må logge inn for å svare
MC Axel
28.10.2024 kl 08:45 3426

Looks like someone is trying to spread misinformation here on the Hegnar forum

As said so often here, there are orders on the way here at NEL

MC Axel
29.10.2024 kl 00:55 3309

NEL did relatively well on a red stock market day!
MC Axel
29.10.2024 kl 10:27 3265

I agree that NEL may explode upwards soon

Copy paste from Shareville

shortskvis
3 timer siden
·

Oversat
335 millioner aktier (+20%) er short. Den mest shortede aktie i hele Norden. Det samlede antal aktier til rådighed for short er nu tilnærmelsesvis brugt, det vil sige, at der snart ikke er flere aktier at låne til den korte side.
MC Axel
30.10.2024 kl 08:42 3176

This is interesting! NEL partner in India (Reliance Industries) is mentioned as one of the major players in Asia!

Remember that we have been told by NEL that they expect to get an order from Reliance Industries this quarter!

Hold and buy


Green Hydrogen Market: The Key to Decarbonizing Heavy Industries

10-28-2024

According to a new report published by Allied Market Research, the green hydrogen market size was valued at $2.5 billion in 2022, and is estimated to reach $143.8 billion by 2032, growing at a CAGR of 50.3% from 2023 to 2032.

In 2023, Asia-Pacific accounts for the largest green hydrogen market share, followed by Europe and North America.

Major Companies

Green Hydrogen Systems, Air Liquide, Shell plc, Enapter S.r.l., Plug Power Inc., Ballard Power Systems, Linde plc, Reliance Industries, GAIL (India) Limited and Adani Green Energy Ltd.

The green hydrogen market is expected to be driven by factors such as the promising growth of the food and beverages, medical, chemical, and petrochemical industries.

Demand for power generation has escalated due to global population growth, coupled with urbanization and industrialization, leading to increase electricity consumption.

https://www.openpr.com/news/3711273/green-hydrogen-market-the-key-to-decarbonizing-heavy

Redigert 30.10.2024 kl 09:23 Du må logge inn for å svare
Seriøs
30.10.2024 kl 11:15 3072

Er det kun en aksjonær igjen i NEL? Ser ut som Mc Axel har trua men………..
MC Axel
30.10.2024 kl 13:25 3028

😅

Unfortunately, you can read on Shareville where people are outright lying.

I have posted an article where it is said that in Asia they are betting big on green hydrogen with big players like Reliance among others. The EU is also betting big and the US will undoubtedly follow suit

NEL is among those best positioned for the future with their hydrogen technology.
MC Axel
30.10.2024 kl 18:24 2966

Shorts did not increase today ( the same as yesterday 6,71%)

It was only ordinary shareholders who panicked and sold and possibly some who secured their profits.

https://shorteurope.com/details_company.php?company=Nel%20ASA&land=norway#google_vignette
Redigert 31.10.2024 kl 00:10 Du må logge inn for å svare
MC Axel
31.10.2024 kl 02:46 2883

Think NEL's collaboration with Reliance Industries will get huge!


Best Green Hydrogen Stocks in India to Invest in 2024
OCT 30, 2024



Reliance Industries Ltd
Reliance Industries spans telecommunications, refining, and energy and has ambitious plans in green hydrogen and electrolyser stocks in India. Its annual revenue growth rate of 9.69% slightly outpaces the industry, and a debt-to-equity ratio of 50.37% indicates balanced leverage. As one of the best green hydrogen shares, Reliance is essential to India’s hydrogen strategy

National Green Hydrogen Mission-one of the Budget 2023-2024 highlights. The Government of India sanctioned Rs. 19,744 cr. towards the mission and plans to increase its annual green hydrogen production to 5 mn tonnes by 2030. The Government also plans to reduce dependence on fossil fuel imports and cut greenhouse gas emissions by nearly 50 mn tonnes. The eventual goal is to turn the country into a hub for green hydrogen production to meet global renewable energy demands.


Strategic Partnerships: Successful players in the Indian green hydrogen sector often forge strategic partnerships with energy companies, governments, and technology providers. These collaborations enhance the scalability and viability of green hydrogen initiatives, creating opportunities for growth and profitability.

https://www.tickertape.in/blog/best-green-hydrogen-stocks-in-india/

Collo
31.10.2024 kl 08:05 2821

Takk for deling!

Reliance Industries plasseres på topp i rangeringen av alle selskaper.
Ikke_viktig
31.10.2024 kl 22:46 2714

Hvordan går det nå da? Har NEL klart å produsere ett kvartal med grønne tall? Hva er det i tapt kapital på de siste 3-4 årene nå? Spetalen nevnte vel 10 mrd kroner i underskudd?
Solid State
01.11.2024 kl 01:43 2665

Han motsa seg selv. Dvs at på et tidspunktet når markede er klar for det vil NEL tjene penger.
BIF78
01.11.2024 kl 10:15 2578

Denne kan hurtigt stikke af, hvis der kommer ordre fra Reliance.
MC Axel
04.11.2024 kl 22:52 2377

I agree!


India’s Path to Global Renewable Energy Leadership
Explore PM Modi’s bold vision for renewable energy, aiming for 500 GW capacity by 2030 and a sustainable, self-reliant India.
author-image
Faiz Askari

04 Nov 2024

https://smestreet.in/msme-opportunities/renewable-energy/indias-path-to-global-renewable-energy-leadership-7383350
MC Axel
05.11.2024 kl 11:58 2280

I am confident that the Reliance order will come in November!

Catalysing Change: Green hydrogen fuelling India’s transition to a low-carbon economy
November 5, 2024

The private sector in India is a crucial driver of the green hydrogen agenda. Leveraging its resources, expertise and innovation, major companies such as Indian Oil Corporation Limited (IOCL) and Reliance Industries Limited (RIL) are investing significantly in green hydrogen projects and technologies. IOCL, for instance, plans to set up a green hydrogen facility at its refineries and is exploring partnerships to develop hydrogen fuel cell technologies, aiming to produce 3 million tonnes of green hydrogen annually by 2030. RIL plans to invest $10 billion in renewable energy projects over the next three years, with a major focus on developing green hydrogen technology. The company envisions establishing one of the world’s most extensive green hydrogen facilities at its Jamnagar refinery, integrating hydrogen production with its existing renewable energy capabilities. These efforts by private sector companies enhance technological innovation and mobilise significant investments while driving down costs.

Read it all here:

https://renewablewatch.in/2024/11/05/catalysing-change-green-hydrogen-fuelling-indias-transition-to-a-low-carbon-economy/

MC Axel
06.11.2024 kl 09:09 2172

America will still invest heavily in green energy if they are not to fall behind.

The rest of the world is getting greener and Trump is not Darth Vader

MC Axel
06.11.2024 kl 12:22 2105

10% drop, this is too much

Now people must start thinking clearly, even Trump can't stop the green shift, look at India and all other countries, they know this is the future

Collo
06.11.2024 kl 16:24 2042

Det er ikke USA som er framtidens marked men India. Forstår ikke folk det?
MC Axel
07.11.2024 kl 09:04 1921

👍

The US will still be highly relevant, as will the EU and the rest of the world.

Short was unchanged!

https://shorteurope.com/details_company.php?company=Nel%20ASA&land=norway
Redigert 07.11.2024 kl 09:29 Du må logge inn for å svare
MC Axel
07.11.2024 kl 19:57 1848

Sad day for NEL, the shorts are sitting still.

Unfortunately, only nervous shareholders sold and brought the stock down.

MC Axel
08.11.2024 kl 10:43 1737

This is probably the reason why NEL is falling?

Reliance Power to legally challenge Indian clean energy agency's ban
www.reuters.com
Nov 7 (Reuters)

The company, run by Reliance Group Chairman Anil Ambani, said it had already lodged a complaint against the third party that arranged the bank guarantee with the economic offence wing of the Delhi Police. It did not name the third party.

https://www.reuters.com/world/india/reliance-power-legally-challenge-indian-clean-energy-agencys-ban-2024-11-07/
MC Axel
11.11.2024 kl 13:40 1555

I sold my NEL shares.

The Trump effect had too much impact, unfortunately

I will buy if it reaches 3 NOK
MC Axel
12.11.2024 kl 07:17 1450

shorts have increased from 6.71% to 7.21%
No doubt the Trump effect is taking hold here

https://shorteurope.com/details_company.php?company=Nel%20ASA&land=norway

MC Axel
15.11.2024 kl 13:05 1269

It turns out that Reliance Power and Reliance Industries ltd (RIL) is not the same company

This means that the order will come soon and an imminent short squeeze.😁
Redigert 15.11.2024 kl 14:02 Du må logge inn for å svare
MC Axel
15.11.2024 kl 20:58 1199

What did happen here!?

Incredibly high trading volume today!

Can we expect news on Monday?


Omsetning (Volum) 31 811 535 shares


Omsetning (NOK) 113 211 950

https://www.nordnet.no/aksjer/kurser/nel-xosl

MC Axel
17.11.2024 kl 15:23 1068

I am convinced that NEL will get a big contract in India

Climate & Environment

16 November 2024

India's Bold Move To Boost Green Energy Investments
With major acquisitions and projects, India embarks on aggressive green energy initiatives
India is ramping up its commitment to green energy with ambitious investments and acquisitions, reflecting its proactive stance on environmental challenges. The nation's green energy sector is experiencing significant activity, with the government forging partnerships and engaging with various stakeholders to bolster renewable energy capabilities.


Adding to this momentum is the National Green Hydrogen Mission, which aims to promote the production and use of green hydrogen as a clean energy alternative. The government is allocating substantial investments to this sector, recognizing the potential of green hydrogen to play a pivotal role in the global transition to clean energy. The mission is also expected to create thousands of jobs and attract foreign investments, bolstering India’s position on the global energy map.

https://evrimagaci.org/tpg/indias-bold-move-to-boost-green-energy-investments-60609?srsltid=AfmBOoo91iaMsS9DGZpZSQTsCPF-DAQGEUXvebyVZZlV7g0QMJB7IC28
Seriøs
17.11.2024 kl 15:48 1046

Hvis NEL får en stor kontrakt så taper de desto mer.
Stickafork_init
17.11.2024 kl 17:24 1002

Årsresultat 2020-2023 (MNOK): −855 −1 171 −1 667 1 262. Say no more. Hvor lenge gidder folk finanisere dette?

Automatisk teknisk analyse. Middels lang sikt, 15. nov 2024
Investorene har over tid godtatt stadig lavere priser for å komme seg ut av NEL og aksjen ligger i en fallende trendkanal på mellomlang sikt. Dette signaliserer økende pessimisme blant investorene og indikerer videre kursnedgang for NEL. Det er ingen støtte i kursdiagrammet og en videre nedgang indikeres. Ved reaksjoner opp har aksjen motstand ved cirka 4.40 kroner.
Redigert 17.11.2024 kl 17:39 Du må logge inn for å svare
MC Axel
17.11.2024 kl 18:33 943

It's both tragic and stupid.

Yes, it's hard to see any logic in such a statement

As mentioned before, an order is expected to come from Reliance Industries Ltd.
Seriøs
17.11.2024 kl 18:41 938

Men hva skal ordren generere i dekningsgrad? Pr nå så er de i minus på hver ordre
BIF78
17.11.2024 kl 18:59 923

Jeg synes faktisk at din kommentar var meget god og sjov. Du har jo ret. Indtil nu har NEL ikke tjent penge på store ordrer.

Men vi må håbe det bliver bedre ved næste ordre.
cm punk
17.11.2024 kl 19:04 908

Hvor gikk det med techstep seriøs? Du ble jo borte noen år
Seriøs
17.11.2024 kl 19:08 904

Kan vel si solid tap. Er lite i markedet nå og har lært på den dyre måten.
nad.oslo
17.11.2024 kl 22:13 838

Det var vanvittig stor short som blr satt på fredag. En stor order kan gi en short skvis? Reliance er store.

Aksjer som har falt mye kan bli julekuler . Ser endel store tradere tar posisjoner blant annet Nel og Cavendish , idex etc.
Redigert 17.11.2024 kl 22:14 Du må logge inn for å svare
MC Axel
19.11.2024 kl 22:53 568

November 19th, 2024 | 07:05 CET

NEL ASA, DYNACERT, DAIMLER TRUCK – DECARBONIZATION IN FOCUS

HYDROGEN GREENHYDROGEN RENEWABLEENERGIES TRUCKS

https://news.financial/comments/nel-asa-dynacert-daimler-truck-decarbonization-in-focus
MC Axel
20.11.2024 kl 15:33 476

Seems to be oversold

Complete hysteria

Kepler talks about a capital need in 2027??? NEL will have received more orders by this time. The green revolution is unstoppable
Redigert 20.11.2024 kl 15:35 Du må logge inn for å svare
MC Axel
20.11.2024 kl 20:31 378

China believes in a hydrogen future

The World Ahead
| China in 2025

China hopes to dominate the next phase of green innovation
It aims to lead the way on hydrogen, carbon capture and other technologies

https://www.economist.com/the-world-ahead/2024/11/20/china-hopes-to-dominate-the-next-phase-of-green-innovation
gw60
20.11.2024 kl 20:50 357

Sannheten:er at her er det bare tap, og det vil fortsette til de er konk.
Dag ↓-10,48%
Uke ↓-10,64%
Mnd ↓- 27,80%
YTD ↓-55,25%
År ↓-62,98%
3 år ↓-83,86%
5 år ↓-61,51%
Redigert 20.11.2024 kl 21:12 Du må logge inn for å svare
MC Axel
20.11.2024 kl 21:56 317

You have no idea, the only thing we can stick to is that all countries have green hydrogen on their agenda.

Sometimes you have to learn to be patient

P.S. you did forget "10 år +136,95"