Nyhetsartikler august 2019
https://www.hegnar.no/Nyheter/Boers-finans/2019/08/Nel-sjefen-Dette-kan-vaere-en-trigger
Investerer i selskap og skriver kontrakter med seg selv. Smart move.
potensiell kontraktssum på opptil 100 millioner euro.
2 maybes i samme setning. Nice…
Fra bloomberg:
Chinese manufacturers lead the way in low-cost manufacturing of hydrogen production equipment. Those companies mostly sell domestically and to markets other than Western Europe, Australia and the U.S.
Hvilke konkurrenter er det NEL har i Kina?
Det meste er bygd på forventninger.
Behovet for investeringer er stort.
Positivt Ebitda er mange år fram i tid.
Tror derfor Q2 vil bidra til videre nedtur. 5 tallet kommer kanskje allerede i morgen?
Large international energy company! Spennende nyhet 2 min før stengetid en fredags ettermiddag. Kvitrer Trevor noe gøy på tirsdag kan det bli fart i det. God helg!
Ganske stort at Iveco går inn her altså, og gir meg mer tiltro til Nikola. Et lite utdrag fra pressemeldingen:
*FPT Industrial has been at the forefront of alternative propulsion solutions for over two decades, having produced over 40,000 natural gas-powered engines to date. IVECO is the absolute European leader in natural gas vehicles, with some 28,000 of its trucks and buses powered by FPT Industrial engines.
FPT Industrial and IVECO have been instrumental in the development and expansion of Europe’s natural gas refueling network, in addition to successfully introducing new powertrain technology. Following a similar path, Nikola is actively working with partners to develop the required hydrogen refueling infrastructure in North America and Europe.*
Var ikke klar over at Iveco var såpass på hugget på naturgass, og det at de nå ser hydrogen som en vei videre er jo helt rått. Ivecos kompetanse kobinert med Bosch begynner virkelig å likne noe for Nikola.
Det er en imponerende liste av partnere som har valgt å gå inn med betydelige midler i den pågående finansieringsrunden i Nikola:
PHOENIX, AZ (September 5, 2019) – As part of its ongoing fundraising effort, Nikola Corporation (NEE-KO-LA) is proud to announce two strategic investors from its prior funding rounds. Bosch and Hanwha have each invested at least $100 million, totaling $230 million.
Earlier this week, Nikola announced the lead investor, CNH Industrial, as part of its $1 billion Series D fundraising plan. The European company invested $250 million in the innovative Phoenix hydrogen-electric truck maker.
Bosch has been an instrumental partner for Nikola in the development of its state-of-the-art heavy-duty vehicle fuel cell system and battery technology. Bosch’s investment confirms its commitment to the development of hydrogen technology and hydrogen infrastructure.
Hanwha is a world leader in renewable energy and solar panel manufacturing and is partnering with Nikola to assist in obtaining clean energy for its hydrogen fueling network. Hanwha is Nikola’s exclusive solar panel provider (QCELL), generating the clean electricity that is critical to the production of renewable hydrogen.
“I’m excited to finally share two of our strategic investors to date. Bosch can help us commercialize very complex vehicle components and Hanwha can provide us with clean energy at hydrogen locations where possible. Everyone wins because together we’re helping make zero emissions a reality. Rather than going at this alone like many startups do, my goal was to build the most powerful network of partners in the world, and I believe we have done a pretty good job at that with CNHI, Bosch, Hanwha and others,” said Trevor Milton, chief executive officer, Nikola.
With Bosch’s and Hanwha’s investment, Nikola is driving fuel-cell technology and a hydrogen fueling ecosystem that meets or beats the economics of fossil fuels. Nikola is in the process of building a renewable hydrogen ecosystem in the United States and Europe, targeting 100% being produced from renewable sources. The Phoenix-based company already has built and is operating the largest hydrogen fueling station in the United States at its headquarters – able to dispense and store over 1,000 kg of hydrogen a day. Future Nikola stations will produce and dispense 8,000 kg or more of hydrogen per day and will be the largest stations in the world.
Åh, tenk å sitte i en aksje som får sånn oppmerksomhet fra utlandet
The Oracle of Hydrogen – Bjørn Simonsen on NEL’s global ambitions
Everything About Hydrogen - an inspiratia podcast
Nel Hydrogen is one of the largest electrolysis companies in the world, with an array of Akaline and PEM solutions that have been used in a wide variety of energy and industrial applications. On the show we ask Bjorn Simonsen, VP of Investor Relations and Corporate Communication at Nel Hydrogen, to talk through how Nel has seen the green hydrogen market evolve and where Nel fits into this sector transition.
References
Det er nesten så man ikke tror sine egne øyne når man ser topp 50 på denne aksjen, kunne like gjerne vært notert i tyskland.
Market cap 10 milliarder nå.
Skulle gjerne visst sammensetningen av de nær 32% som skjuler seg bak Clearstream. Dette er ikke tyske tekinvestorer… Uansett mener jeg det bekrefter en helt annen interesse for hydrogen som en del av fremtidens energimiks en hva vi her på berget klarer å ta inn over oss.
Ny short i går på NEL, 10 mill aksjer.
Ehh. Nei. Marshall Wace har redusert sin short fra 30 mill aksjer til 10 mill aksjer gjennom de siste månedene. De reduserte, som nevnt i småprat, sin posisjon med 1,2 mill aksjer i går…
Sagt på en annen måte, så blør de. Mohahaha
Oki! Da gikk den opplysningen fra bjørn til okse rimelig fort. Hadde jeg sett om jeg scrollet 3 cm på telefonen. Djezes for en amatør jeg er…
Samlet er 2,42% av aksjene short og de som sitter med de posisjonene er alle i rødt.