USA heating up for Hydrogen
Lot of things happening in the States:
https://www.openaccessgovernment.org/hydrogen-energy-powerhouse/59506/
Amazing that Plug Power has already delivered more than 25,000 fuel cells for material handling vehicles.
Agility looks better and better ; )
https://www.openaccessgovernment.org/hydrogen-energy-powerhouse/59506/
Amazing that Plug Power has already delivered more than 25,000 fuel cells for material handling vehicles.
Agility looks better and better ; )
Redigert 20.01.2021 kl 08:47
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Nanoq
07.03.2019 kl 08:48
4402
And this is from the EU siblings of the US Fuel Cell and Hydrogen Energy Association:
HYDROGEN ROADMAP EUROPE: A SUSTAINABLE PATHWAY FOR THE EUROPEAN ENERGY TRANSITION
....The three members of the FCH JU are the European Commission, fuel cell and hydrogen industries represented by Hydrogen Europe and the research community represented by Hydrogen Europe Research.
....Hydrogen is an essential element in the energy transition and can account for 24% of final energy demand and 5.4m jobs by 2050, says the new study by the FCH JU, “Hydrogen Roadmap Europe: A sustainable pathway for the European Energy Transition“. Developed with input from 17 leading European industrial actors, the study lays out a pathway for the large-scale deployment of hydrogen and fuel cells until 2050 and quantifies the associated socio-economic impacts.
The report makes the case that hydrogen is required to address the challenges ahead.
Rapportens hovedpunkter:
https://fch.europa.eu/sites/default/files/20190206_Hydrogen%20Roadmap%20Europe_Keynote_Final.pdf
Den komplette rapport:
https://fch.europa.eu/sites/default/files/Hydrogen%20Roadmap%20Europe_Report.pdf
https://fch.europa.eu
HYDROGEN ROADMAP EUROPE: A SUSTAINABLE PATHWAY FOR THE EUROPEAN ENERGY TRANSITION
....The three members of the FCH JU are the European Commission, fuel cell and hydrogen industries represented by Hydrogen Europe and the research community represented by Hydrogen Europe Research.
....Hydrogen is an essential element in the energy transition and can account for 24% of final energy demand and 5.4m jobs by 2050, says the new study by the FCH JU, “Hydrogen Roadmap Europe: A sustainable pathway for the European Energy Transition“. Developed with input from 17 leading European industrial actors, the study lays out a pathway for the large-scale deployment of hydrogen and fuel cells until 2050 and quantifies the associated socio-economic impacts.
The report makes the case that hydrogen is required to address the challenges ahead.
Rapportens hovedpunkter:
https://fch.europa.eu/sites/default/files/20190206_Hydrogen%20Roadmap%20Europe_Keynote_Final.pdf
Den komplette rapport:
https://fch.europa.eu/sites/default/files/Hydrogen%20Roadmap%20Europe_Report.pdf
https://fch.europa.eu
Sann
07.03.2019 kl 10:38
4341
Alle piler peker oppover for Hex nå, et vekstselskap med et enormt potensiale i likhet med Nel. Det har vel aldri vært så stor fokus i media globalt og som har eskalert veldig på kort tid. Noe skjer nå og har lastet opp flere aksjer idag på fin kurs. Blir spennende helg og hva som eventuelt kan tikke inn etter børs slutt idag. Mange triggere nå og flere gode nyheter og avtaler som ligger i luften både for Hex, Nel og Hyon. Usikker på Powercell nå med overpriset aksje pr. idag, usikkerhet i forhold til deres teknologi sammenliknet med Plug power og raskt voksende antall konkurrenter. Usikkerheten ligger fortsatt også i luften vedrørende Powercell og Nikola. Hva som vil skje her får vi nok snart vite men nedturen er stor hvis valget faller på andre aktører.
Sann. Har Hex landet av avtale med Nikola? Eller ligger dette fortsatt uavklart? Vet noen hvem de to store OEM ukjente kontrakter som er børsmeldt som Hex har med to store ikke offisielle bilmerker? Jeg tenker ikke på Audi kontrakten som er closet og officiell.
Redigert 07.03.2019 kl 11:52
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optimist68
07.03.2019 kl 12:51
4227
Der var lån på 1.1 milliarder på plass. Her blir det vekst og spennende kontrakter på gang sammen med NEL
Sann
07.03.2019 kl 12:55
4216
Hex har ikke offentliggjort en avtale med Nikola men det er vel bl.a. dette jeg mener ligger i luften. Det er vel den eneste biten som mangler og haster nok med å komme på plass. Kan tenkes at en av disse OEM kontraktene er Nikola men på den annen side forstår jeg ikke hvorfor dette da ikke er offentliggjort når en intensjonsavtale med Powercell er ble annonsert.
Forøvrig tror jeg Hex kommer til å vise enorm vekst og inntjening fremover til tross for store investeringer. Markedet er enormt og med en unik industriell bredde som gjør selskapet mindre sårbart. I tillegg sitter Hex med en imponerende solid investorportefølje og som sørger for en mindre volatil aksje.
Forøvrig tror jeg Hex kommer til å vise enorm vekst og inntjening fremover til tross for store investeringer. Markedet er enormt og med en unik industriell bredde som gjør selskapet mindre sårbart. I tillegg sitter Hex med en imponerende solid investorportefølje og som sørger for en mindre volatil aksje.
Nanoq
07.03.2019 kl 13:16
4173
optimist68:
Det lånet på 1,1 mia. kr er jo en refinansiering av tidligere lån/kreditt for finansieringen av kjøpet av Agility Fuel Solutions. Kan se at dette nye lånet har en 4 års løpetid før evt. fornyelse, og har en rente på 3 måneders NIBOR + 3.75% p.a. I alt altså ca. 5% p.a.
Hva var renta på det opprinnelige lånet? Tipper den var en del høyere fordi det var før den vellykka emisjonen.
Det lånet på 1,1 mia. kr er jo en refinansiering av tidligere lån/kreditt for finansieringen av kjøpet av Agility Fuel Solutions. Kan se at dette nye lånet har en 4 års løpetid før evt. fornyelse, og har en rente på 3 måneders NIBOR + 3.75% p.a. I alt altså ca. 5% p.a.
Hva var renta på det opprinnelige lånet? Tipper den var en del høyere fordi det var før den vellykka emisjonen.
Ja ser den komme. Det er så mye hemmelighetskremmeri i Nikola. Det ser vi på Nel - hvor de ikke engang får lov til å fortelle markedet hvor mange milliarder Nel Nikola kontrakten er på.....Vi ser nå ofte at Hex og Nel heller ikke navnegir sine kunder. Det er et kappløp innad i bransjen også. De store blir større og de jobber i det stille sammen, til det smeller hardt, og da flyr kursen opp. Så her er det mye rart som skjer. Men det er også mye stort som skjer i de skjulte kulissene. Så denne Nikola ordren tikker nok inn til Hex og til PowerCell. Derfor er de likvide til å øke produksjonen raskt. Akkurat som Nel.
Jeg så denne her inne ved Hex sin vekst: Hexagon Composites vil ikke gi konkrete vekstanslag, men tosifret vekst ligger i sakens natur også for Agility Fuel Solutions, ifølge konsernsjef Jon Erik Engeset.
- Vi vil nødig gi konkrete vekstanslag, men at vi totalt sett skal oppnå double digit growth i mange år fremover ligger i sakens natur, og det forventer vi også fra Agility Fuel Solutions-området, sier han til TDN Direkt onsdag.
Så Hex og Nel har blitt to sexy grønne selskap :-)
Jeg så denne her inne ved Hex sin vekst: Hexagon Composites vil ikke gi konkrete vekstanslag, men tosifret vekst ligger i sakens natur også for Agility Fuel Solutions, ifølge konsernsjef Jon Erik Engeset.
- Vi vil nødig gi konkrete vekstanslag, men at vi totalt sett skal oppnå double digit growth i mange år fremover ligger i sakens natur, og det forventer vi også fra Agility Fuel Solutions-området, sier han til TDN Direkt onsdag.
Så Hex og Nel har blitt to sexy grønne selskap :-)
Redigert 07.03.2019 kl 14:04
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Sann
07.03.2019 kl 14:43
4077
Helt klart, begge selskapene rigger seg for store kontrakter og investeringer fremover nå. Blir spennende uker og måneder dette.
Sluttet å trade Nel og Hex nå, nok er nok, sitter helt rolig med kaffekoppen og øker litt og litt når truseskvetterne slipper taket :)
Sluttet å trade Nel og Hex nå, nok er nok, sitter helt rolig med kaffekoppen og øker litt og litt når truseskvetterne slipper taket :)
Adjit
07.03.2019 kl 23:04
3965
Some time ago I was about to buy Powercell shares but made some comparisons with Ballard and Plug Power. Finally I chose PLUG because they have nice product portfolio (not only fuel cells), good customer base, Amazon is one of their owners and the share price was quite low in my opinion. They released an excellent Q4 report just few hours ago:
''In the fourth quarter of 2018, the Company sold over 1,900 GenDrive fuel cell units, dispensed 1.2 million tons of hydrogen into electric vehicles, built and commissioned three GenFuel hydrogen fueling stations, and delivered products to 15 different customers. These customers included Amazon, Walmart, Supervalu,
Whole Foods and BMW.''
Q4 revenues increased by 70% and they made positive EBITDA (adjusted) first time in their history.
https://s21.q4cdn.com/824959975/files/doc_financials/2018/q4/Q4-2018-earnings-letter-FINAL-W.-UPDATED-TABLES.pdf
So I can recommend to study PLUG further if some of you would like to invest in fc company.
What's interesting they expect four major business announcements in 2019. That means very positive outlook for hydrogen based mobility applications - and for HEX.
Based on the presentation and wordings of Mr Flakk last week I got an impression that it's 99% sure that Nikola will order the tanks from HEX.
''In the fourth quarter of 2018, the Company sold over 1,900 GenDrive fuel cell units, dispensed 1.2 million tons of hydrogen into electric vehicles, built and commissioned three GenFuel hydrogen fueling stations, and delivered products to 15 different customers. These customers included Amazon, Walmart, Supervalu,
Whole Foods and BMW.''
Q4 revenues increased by 70% and they made positive EBITDA (adjusted) first time in their history.
https://s21.q4cdn.com/824959975/files/doc_financials/2018/q4/Q4-2018-earnings-letter-FINAL-W.-UPDATED-TABLES.pdf
So I can recommend to study PLUG further if some of you would like to invest in fc company.
What's interesting they expect four major business announcements in 2019. That means very positive outlook for hydrogen based mobility applications - and for HEX.
Based on the presentation and wordings of Mr Flakk last week I got an impression that it's 99% sure that Nikola will order the tanks from HEX.
Adjit
08.03.2019 kl 00:12
3877
Yes, it's really useful to follow FCH. They have good reports and this one is really worth reading.
Then we have China:
https://fuelcellsworks.com/news/report-1-million-units-of-fuel-cell-evs-in-china-by-2030/
And the rest of the Asia and Oceania, where South Korea, Japan and Australia want to be leading hydrogen nations as well.
This is something like 20 years ago when mobile communication and internet took their first steps.
Then we have China:
https://fuelcellsworks.com/news/report-1-million-units-of-fuel-cell-evs-in-china-by-2030/
And the rest of the Asia and Oceania, where South Korea, Japan and Australia want to be leading hydrogen nations as well.
This is something like 20 years ago when mobile communication and internet took their first steps.
Atomvinter
08.03.2019 kl 01:59
3835
Ja, kineserne er generelt kjempeopptatte av miljøvern. Det lærte jeg da jeg bodde der for noen år tilbake. Tipper de planlegger å produsere hydrogen på sol- og vindkraft.
Redigert 08.03.2019 kl 02:00
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Breikjeften
08.03.2019 kl 07:37
3759
Ser at dobling i fra dagens kurs er nevnt fra anal.../andre, hva "tror man" om kurs utviklingen på 2-3 år i HEX?
Tradinator
08.03.2019 kl 08:47
3670
Burde kanskje innse at vi burde satset litt mer på Hydrogenstasjoner her hjemme også, så slipper man å tenke på ladekø....
https://www.elbil24.no/nyheter/naer-9-av-10-opplever-ko-pa-ladestasjoner/70846574
https://www.elbil24.no/nyheter/naer-9-av-10-opplever-ko-pa-ladestasjoner/70846574
Heven
08.03.2019 kl 08:48
3663
Enig, dette bør en følge med på. Litt ekkelt å tenke på selve hydrogenet i en bil men tror det kan bli til noe dette.
Adjit
08.03.2019 kl 09:18
3619
Good question. It depends very much on the customer base and I'm not sure how largely e.g. these forklift, delivery van and other logistics vehicle manufacturers buy tanks from HEX. The same counts for telecommunications and first of all for car manufacturers in China. This is how the analysts see the situation:
https://www.marketscreener.com/HEXAGON-COMPOSITES-ASA-1413167/financials/
So they predict P/E 11 for 2011. My personal opinion is that growth will be even faster. Because of these alarming environmental reports lately there will be more and more political will and funding for hydrogen economy.
One interesting thing is that average people and most of the investors and fund managers are not familiar with hydrogen. That will change quite soon I think and that could push these stocks much higher.
All in all I wouldn't be surprised if we'll see the share price of 100 nok within 2 years.
Looking forward for tosifret vekst ; )
https://www.marketscreener.com/HEXAGON-COMPOSITES-ASA-1413167/financials/
So they predict P/E 11 for 2011. My personal opinion is that growth will be even faster. Because of these alarming environmental reports lately there will be more and more political will and funding for hydrogen economy.
One interesting thing is that average people and most of the investors and fund managers are not familiar with hydrogen. That will change quite soon I think and that could push these stocks much higher.
All in all I wouldn't be surprised if we'll see the share price of 100 nok within 2 years.
Looking forward for tosifret vekst ; )
Redigert 08.03.2019 kl 09:20
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Nanoq
08.03.2019 kl 10:21
3559
Adjit: ..."So they predict P/E 11 for 2011." You mean 2021, or?
PS.: Couldn't open your link. My firewall/anti-virus wouldn't allow access.
PS.: Couldn't open your link. My firewall/anti-virus wouldn't allow access.
Adjit
08.03.2019 kl 10:33
3537
Yes 2021.
These are the consensus estimates for EPS:
2019: 1,13
2020: 1,49
2021: 2,72 (with 4576 mnok sales)
These are the consensus estimates for EPS:
2019: 1,13
2020: 1,49
2021: 2,72 (with 4576 mnok sales)
Sann
08.03.2019 kl 15:08
3445
Nye kjøpsmuligheter i Hex, fylte på litt til nå. Er nok mange med aksjer i oljerelaterte selskaper og i.h.t. listen regjeringen presenterte som gjør lurt i å plassere i selskaper som Hex nå. Her ligger de store vekstmulighetene og som en rekke analytikere og store investorer har tro på.
Nanoq
08.03.2019 kl 15:18
3433
Great. Thanks!!
PS.: Waiting with great patience for 2021 ...and for 2025. Massive growth ahead IMO. And will not be surprised to see HEX hitting 50 NOK this year.
PS.: Waiting with great patience for 2021 ...and for 2025. Massive growth ahead IMO. And will not be surprised to see HEX hitting 50 NOK this year.
Redigert 08.03.2019 kl 15:33
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Nanoq
14.03.2019 kl 20:21
3228
Adjit:
PLUG doing great today, many thanks for highlighting this company. Still not much company profit according to the Q4 report, but that will soon be a reality IMO.
Bought some shares on Friday at about $2, will buy more on pullbacks.
PLUG doing great today, many thanks for highlighting this company. Still not much company profit according to the Q4 report, but that will soon be a reality IMO.
Bought some shares on Friday at about $2, will buy more on pullbacks.
Adjit
14.03.2019 kl 22:32
3145
Very nice to hear that you jumped in. I cannot quarantee but I believe that it was a wise decision.
It's very exciting situation at the moment:
- it's a turnaround growth company
- CEO indicated that several insiders (incl CEO) will buy more shares
- analysts will update their ratings (already now 2 or 3 targets around 4 USD)
- huge short interest before earnings will go down (already went to some extent, I guess)
- 4 major announcements promised during this year (just hope that they'll get some orders/partners from Europe/Asia as well)
I follow this local forum:
https://finance.yahoo.com/quote/PLUG/community?p=PLUG
Lot of nonsense but very good discussions and links as well.
I bought first shares before earnings report and added much more straight after the Q4 release but couldn't imagine that it goes so fast up after that. Now the question is: will there be any pullbacks below 2,5 or will it go directly towards 4. I really don't know but I'm prepared to add as well.
It's very exciting situation at the moment:
- it's a turnaround growth company
- CEO indicated that several insiders (incl CEO) will buy more shares
- analysts will update their ratings (already now 2 or 3 targets around 4 USD)
- huge short interest before earnings will go down (already went to some extent, I guess)
- 4 major announcements promised during this year (just hope that they'll get some orders/partners from Europe/Asia as well)
I follow this local forum:
https://finance.yahoo.com/quote/PLUG/community?p=PLUG
Lot of nonsense but very good discussions and links as well.
I bought first shares before earnings report and added much more straight after the Q4 release but couldn't imagine that it goes so fast up after that. Now the question is: will there be any pullbacks below 2,5 or will it go directly towards 4. I really don't know but I'm prepared to add as well.
Nanoq
26.04.2019 kl 15:20
2762
Hexagon /Agility er storleverandør av gasstrykktanker til amerikanske New Flyer Industries (NFI), inntil nå har det mest vært trykktanker til CNG (Compressed Natural Gas), men snart blir det nok også til hydrogen-tanker.
New Flyer’s Xcelsior CHARGE H2™ Achieves 350 miles of Zero-Emission Range in a Test Demonstration for the Orange County Transportation Authority
By FuelCellsWorks, April 26, 2019
https://fuelcellsworks.com/news/new-flyers-xcelsior-charge-h2-achieves-350-miles-of-zero-emission-range-in-a-test-demonstration-for-the-orange-county-transportation-authority/
Som det står i denne pressemeddelelsen (ZEB = Zero Emission Bus):
...“Under California’s Innovative Clean Transit regulation, starting in 2023 large transit fleets will be required to purchase ZEBs for at least 25 percent of total procurements, ultimately transitioning to 100 percent ZEBs by 2040,” said Jaimie Levin, Senior Project Manager and Director of West Coast Operations for the Center for Transportation and the Environment. “This New Flyer demonstration shows fuel cell-electric buses can play a critical role in a zero-emission fleet, operating 24 hours a day with refueling in as little as six minutes, allowing the highest utilization possible.”
Agility Fuel Solutions extends long-term agreement with New Flyer for CNG cylinders
13 February 2019
https://www.greencarcongress.com/2019/02/20190213-agility.html
PS.:
NFI is the largest bus and coach manufacturer and distributor in North America and employs over 6,000 people across 31 facilities. The company had a 45% market share of all heavy-duty transit buses and a 39% market share of all motorcoaches produced for North America in 2016
Dette ligner BIG business for Hexagon/Agility i mange år framover.
New Flyer’s Xcelsior CHARGE H2™ Achieves 350 miles of Zero-Emission Range in a Test Demonstration for the Orange County Transportation Authority
By FuelCellsWorks, April 26, 2019
https://fuelcellsworks.com/news/new-flyers-xcelsior-charge-h2-achieves-350-miles-of-zero-emission-range-in-a-test-demonstration-for-the-orange-county-transportation-authority/
Som det står i denne pressemeddelelsen (ZEB = Zero Emission Bus):
...“Under California’s Innovative Clean Transit regulation, starting in 2023 large transit fleets will be required to purchase ZEBs for at least 25 percent of total procurements, ultimately transitioning to 100 percent ZEBs by 2040,” said Jaimie Levin, Senior Project Manager and Director of West Coast Operations for the Center for Transportation and the Environment. “This New Flyer demonstration shows fuel cell-electric buses can play a critical role in a zero-emission fleet, operating 24 hours a day with refueling in as little as six minutes, allowing the highest utilization possible.”
Agility Fuel Solutions extends long-term agreement with New Flyer for CNG cylinders
13 February 2019
https://www.greencarcongress.com/2019/02/20190213-agility.html
PS.:
NFI is the largest bus and coach manufacturer and distributor in North America and employs over 6,000 people across 31 facilities. The company had a 45% market share of all heavy-duty transit buses and a 39% market share of all motorcoaches produced for North America in 2016
Dette ligner BIG business for Hexagon/Agility i mange år framover.
Adjit
28.04.2019 kl 01:50
2628
Should be eye opening for many bus operators. Hopefully this will be a new NFI product line with thousands of vehicles in the near future.
https://www.greencarcongress.com/2018/11/20181102-hexagon.html
https://www.greencarcongress.com/2018/11/20181102-hexagon.html