Ser ut for at Hpur får en bra start. Oppturen fortsetter., straks opp på 6 kroner.

Rep. emi er avblåst:)

Noen lemper ut aksjer iallfall. Kommer det ille nyheter på fredagen eller er dette en ny kjøpsmulighet?

Ja det ble total bom for mitt vekommende. Vet ikke hva som er i gjere. To innsidekjøp, skulle jo tyde på at det ikke er så hakkande gale. Men i dag er det tydeligvis mange som har hivet seg av. Har fortsatt trua.

Det er vel noen som skal ha den ned på støtten

Kan det være noe med Nikola ?? Synes det har vært et stygt kursfall der, den siste tiden.

Ikke usannsynlig det. Kursdiagrammet til Nicola Corporation ser ikke bra ut. Kanskje mister HP kontrakter her også

Det är mycket som ser mörkt ut för Hexagon Purus, det är ju nu de skulle haft sin glansperiod, tjäna pengar och producera för fullt. Verkar gå motsatt väg, så det skulle inte förvåna mig om vi ser ett tapp på 50 % från dagens aktienivåer, alltså ned under 3 kronor, då köper jag mer för att sänka gav.. Vi har köpt grisen i säcken kan man säga, men vi är inte ensamma, gäller ju även de med mest information om bolaget... Jag ser att de har ute 28 jobbansökningar nu, var uppe i över 70 för ett par månader sedan, beror antingen på att de tillsatt alla tjänster eller att de dragit ner på personalbehovet och plockat bort.. Det är i USA det har minskat drastiskt, så jag tror på det sistnämnda..

Ja, på 3 kroner så kjøper jeg også mer 🤗

Hva Nicola angår så driver jo de med refinansiering av gjeld og div for å være likvide og oppfylle krav for å være notert på børsen over there 👍

Fikk i det minste kjøpt til dagens laveste 4.94, men det hjelper jo ikke stort hvis den fortsetter å dundre nedover de neste dagene. Det har kanskje kommet en del signaler om at hydrogen ikke blir en vinner-teknologi innen grønt?

For hva det er verdt, ser iallefall Flakk mye lysere på fremtidsutsiktene til Hexagon Purus enn deg DrPepper. Heldigvis, kan vi kanskje si? Kortsiktig kursutvikling på børs forteller vel heller ikke nødvendigvis 'alt'/bare om selskapsdriften og fremtidsutsiktene?

Knut Flakk, styreleder i Hexagon Composites og en av hovedeierne i Hexagon Purus, om Hexagon Purus under Hexagon Composites's presentasjon av Q3 2024, 07.11.2024.


Hexagon Composites ASA (HXGCF) Q3 2024 Earnings Call Transcript

Nov. 09, 2024 11:08 AM ET
...
Last but not least, I'd like to pinpoint the fact that Hexagon Purus, where we are the largest shareholder, have now successfully raised capital, which will bring them well beyond the cash flow break even stage. That's a real milestone for the company.

We very much believe in Hexagon Purus. I'd say it this way, nobody probably knows Hexagon Purus better than we do, because it was part of our business and we then let them go on their own in 2020. But we have remained a major shareholder and we will continue to do so going forward as well.

And there is a lot of synergies on technology, on the market side and so forth. So we will definitely be working closely with them going forward. And I'm very impressed about the rate of growth that they are delivering. This year, you'll probably see another 50% up from last year, which is following the track record that they've had for quite a few years now.

So with that, let me pass it on to David. He will go deeper into the numbers and let you know what the current status is.
...
Spørsmål under Q & A i etter presentasjonen:

Karen Romer

Okay. We also see we have a question about Purus. So maybe Knut, you participated in the capital raise of Hexagon Purus. Shortly after the raise, the share price collapsed, till now only the first tranche of the raise is effective. Will the second tranche happen as well and will you participate given the fall in share price?

Knut Flakk

Absolutely. We have committed to contribute our pro rata share of the one billion. So we are putting in NOK383 million. And that's simply because we believe very strongly in Hexagon Purus, in their business model, in the technology and the market they're in. So despite the share price drop, we certainly believe in the future of Hexagon Purus. And if anything, that would be a great opportunity for those who would like to buy shares at an even lower price.
...
Karen Romer

Great. Any questions here? Okay, continuing then. And I'm wondering if this person is actually potentially confusing this session with Hexagon Purus, but there are questions about how long will our cash last and when will you get cash flow positive and will it be profitable? So I think these are taken out of context, so those are meant for the person that sent this to please address that to Hexagon Purus' management.

David Bandele

You want us to answer it then?

Karen Romer

Yes, you...

Knut Flakk

I think this guy is going to produce healthy profits, so he'll probably not need more money, but maybe he will start paying some dividends. On the Purus side, they are fully funded until they are beyond cash flow breakeven, so it's a milestone and it's very good.

https://seekingalpha.com/article/4735530-hexagon-composites-asa-hxgcf-q3-2024-earnings-call-transcript

Det har ju inte varit någon lysande investering för HEX, kan ju givetvis vända. Men vad behöver kursen gå upp i för att exempelvis HEX ska göra break even? Måste ju vara närmare 20 kr aktien. Jag hoppas ju givetvis det ska gå bra, har många aktier och det vore ju fantastisk med utdelning. Men jag är realistisk också.

Detta var ju goda nyheter iallafall. https://bus-news.com/wrightbus-announces-expansion-into-europe/

Det är ju rätt intressant att följa med här, https://h2.live/en/ där ser man en del av hydrogenstationerna, det är ju i sin linda så det är ju inte så många, men intressant att se priser och så. Tyskland är i förarsätet, Polen kommer öppna många framöver.

Har forstått det slik at Daimler ønsket å satse på den gassmotoren som Hex driver med, istedenfor Hpur sin motorløsning.

Så sånn sett så ble det helgardering for meg med Hpur og Hex i portisen.
Personlig så synes jeg Hpur er mer spennende og er tyngre vektet der. 👍

Da rapporteres det at en konkretisering av avtalen mellom Norwegian Hydrogen, Uniper og Provaris er like rundt hjørnet.

Under avtalen skal store mengder grønt hydrogen produsert av Norwegian Hydrogen i Norden (mer enn 40 000 tonn pr år er målsetningen) komprimeres og fraktes i spesialbygde tankskip til Tyskland av Provaris hvor energikjempen Uniper er mottaker.


Provaris making strides in developing hydrogen supply chains

December 20, 2024, by Aida Čučuk

Australian Provaris Energy has been making progress in developing hydrogen supply chains and advancing the company’s proprietary hydrogen carrier.

During December 2024, Provaris made strides towards finalizing a term sheet with Uniper and Norwegian Hydrogen for a hydrogen sale and purchase agreement (SPA) outlining key commercial terms, including targeting a 10-year offtake for over 40,000 tonnes per annum of hydrogen from the Nordics to Germany. Execution is said to be imminent and expected to be executed after the European winter holiday period.

As disclosed, the term sheet represents a critical milestone in Provaris’ plans to establish a reliable, long-term and low-cost hydrogen supply utilizing its proprietary H2Neo carriers and H2Leo barge technology. Moreover, according to Provaris, it supports discussions established with shipyards for newbuilds and shipowners for the time charter of the carriers.

“Provaris and Uniper continue to focus on optimal shipping, compression, and import terminal solutions in North-West Europe, ensuring a flexible and efficient transport network. The collaboration with Norwegian Hydrogen, including the Fjord H2 project and other Nordic sites, aims to provide RFNBO-compliant hydrogen delivered in compressed form. These initiatives support Uniper’s hydrogen portfolio requirements and align with Provaris’ vision of delivering cost-effective, low-emission supply chains from production to end-user markets,” Provaris stated.

https://www.offshore-energy.biz/provaris-making-strides-in-developing-hydrogen-supply-chains/