Diskusjon Triggere Porteføljer Aksjonærlister

NEL - Småprat (NEL)

Målet som i null/redusert utslipp i transport sektoren.

https://www.autoblog.com/2019/05/13/hydrogen-fuel-cell-platinum-reduction/

“If you look at a diesel catalytic system, there is about the same amount of platinum content you need for a fuel cell,”

1 Like

hehe, skulle nesten tro Lysbakken ikke viste at Stray Spetalen var tidlig inne i NEL…

1 Like

Men forlot toget så altfor tidlig

1 Like

Hehe. Litt understatement det der.

Spetalen er mannen som sørget for at Nel eksisterer i dagens form.

på tross av at politikere og offentlige hjelpeordninger gjør sitt for å unngå det, kan et norsk selskap kanskje hjelpe verden fremover og gi grønne arbeidplasser og skatteinntekter som en stor leverandør på verdensbasis. Takket være Spetalen.

Hva ville en frekk kort(siktig)tenkene SV topp svart på dette utsagnet.

1 Like

Lengre artikkel om avtalen med Yara spesielt, og hydrogen spesielt

2 Likes

Er redd for at nedturen bare fortsetter.
Eksplosjonen i Asker, der NEL var uskyldig, henger, som en klam hånd over aksjen.
Det hjelper lite om et meglerhus oppgraderer, når markedet mener aksjen skal videre ned

https://newsweb.oslobors.no/message/483910

Nel ASA: Second quarter 2019 results
(Oslo, August 28, 2019) Nel ASA (“Nel”) reported revenues in the second quarter
of 2019 of NOK 122.5 million (135.8), in line with company outlook, and an all
-time high order backlog of NOK 568 million at the end of the quarter. Nel
booked a provision of NOK 35 million to cover estimated cost, net of estimated
insurance coverage, related to the incident at the Kjørbo hydrogen station, and
is on-track getting stations back in operations. Nel reiterates the strong
market outlook.

“Nel ended the quarter with an all-time high order backlog and a solid pipeline
of prospects, reflecting the market opportunities provided by our leading
technology across segments. The revenues in the second quarter was in line with
the company outlook and our order intake provides a solid foundation for the
second half of the year and beyond”, says Jon André Løkke, Chief Executive
Officer of Nel.

In the second quarter of 2019, Nel reported revenues of NOK 122.5 million, in
line with company outlook, compared to NOK 135.8 million in the same quarter of
2018. The adjusted EBITDA ended at NOK -26.3 million, adjusted for non-recurring
and other ramp-up costs, in addition to a provision of NOK 35 million, net of
estimated insurance coverage, related to the incident at the Kjørbo hydrogen
station, located outside of Oslo, Norway.

“Nel has an unwavering ambition: No incidents at sites with our technology. The
Kjørbo incident was extremely serious and we deployed our full resources to
resolve the situation. The root cause of the incident was identified as an
assembly error of a specific plug in a hydrogen tank in the high-pressure
storage unit. Following the identification of the root cause, Nel initiated an
inspection and integrity verification program for the high-pressure storage
units with similar plugs. We are happy to announce that stations in Korea,
Denmark, and largely in the U.S., are back in operation, while we are
progressing well with the verification program in Europe”, says Løkke.

The reported EBITDA, including the provision for the Kjørbo incident was NOK
-72.6 million (-20.6), EBIT was NOK -90.7 million (-37.2) and the cash balance
ended at NOK 697.7 million at the end of the second following the successful
subsequent offering of 12.5 million new shares. The net proceeds from the
subsequent offering will be used for continued investment in development,
innovation and technology, in addition to improve Nel’s positioning to benefit
from markets with high activity and growth momentum.

Nel has received several important purchase orders in the second quarter and the
order backlog ended at an all-time high NOK 568 million at the end of the
quarter. After the closing of the quarter, Nel has among others announced a
purchase order for two hydrogen fueling stations from HyNet, a special purpose
company established to roll-out 100 hydrogen fueling stations in Korea by 2022.
The value of the purchase order is EUR 2.7 million.

“Korea has a national target of more than 300 hydrogen stations by 2022 and we
are encouraged by having received a total of ten purchase orders so far in 2019.
We’re happy that the efforts we have put in through several years of good
dialogue, good partnerships and establishing a local presence in Korea, is
bearing fruit. We can safely say we have had a breakthrough in this dynamic and
important market, and I’m very proud of what our team has accomplished so far”,
Løkke concludes.

Nel will host a presentation at 08:00 CET at Hotel Continental in Oslo on August
28, 2019. A live webcast of the call will also be available on the company’s
website, www.nelhydrogen.com/webcast, and on
https://webtv.hegnar.no/presentation.php?webcastId=98043164.

The second quarter 2019 report and presentation are enclosed and available
through www.newsweb.no (Ticker: NEL) and www.nelhydrogen.com

2 Likes

Trevor på Twitter i kveld:
Trying to get some big news out tomorrow or Friday and also next week. Stay tuned for multiple press releases. What an exciting time for Nikola, the industry and the world. #emissionsgameover

Fra HO
Merk dere pressemelding fra når Nel børsmeldte Nikola kontrakten. Les nøye:Press releases
Awarded multi-billion NOK electrolyzer and fueling station contract by Nikola
(Oslo, 28 June 2018) Nel ASA (Nel, OSE: NEL) has been awarded a contract for delivery of 448 electrolyzers and associated fueling equipment to Nikola Motor Company (Nikola) as part of Nikola’s development of a hydrogen station infrastructure in the US for truck and passenger vehicles. Under the multi-billion NOK contract, to be deployed from 2020, Nel will deliver up to 1 GW of electrolysis plus fueling equipment. The company reiterates a potential major expansion of the production capacity at Notodden to accommodate the contract order.
“We are immensely proud of announcing this 1 GW electrolyzer contract with Nikola for the exclusive delivery of 448 electrolyzers and supporting fueling equipment as part of their groundbreaking development of a hydrogen station infrastructure across the US. The multi-billion NOK contract is by far the largest electrolyzer and fueling station contract ever awarded. It will secure fast and cost efficient fueling of Nikola’s fleet of hydrogen trucks, delivering support to major customers like Anheuser-Busch, as well as a growing fleet of Fuel Cell Electric Vehicles. We look forward to working with Nikola on developing the world’s largest, most efficient network of low-cost hydrogen production and fueling sites,” says Jon André Løkke, Chief Executive Officer of Nel
Hehehe…Den satt!: 1 GW electrolyzer contract from Nikola. Det er jo akkurat astonomiske 1 GW Nel kan levere fra den nye fabrikkken på Herøya på 1 år. Herøyafabrikken blir en ren Nikolafabrikk det første året. Den satt! Dette blir en gigant.

1 Like

Tigeren som er ute å pynter igjen, ikke ta alt som kommer fra den karen som god fisk. Pleier som regel å legg på x10 det som blir meldt.

Slike hausse innlegg har som regel en skjult agenda…

Ok, blir uansett spennende å se hva Trevor drar opp av hatten. Bare Nikola blir noe av så er jeg fornøyd :smile:

Fatter ikke at Nel aksjonærer henger seg så voldsomt opp i Twitter meldinger fra Nikola, er litt som hele verden skjelver når Trump går på Twitter…

Har sagt det lenge at Nikola, NEL og Trump har til felles å bruke Twitter til å påvirke markedet…

Livstegn som det styrker vel bare troen på at Nikola sine trucker ender opp på veiene i USA. Det er vel mye det. Og hvis det ikke skjer noe krøll da så er NEL leverandøren

Fra Nikola og NEL sin siden er det haussing, det er også disse meldingene NEL kommer med under q fremleggelse. De kommer kun for å dempe fallet, hadde ikke disse kontraktene kommet hadde NEL stupt i dag også.

Hadde troen på de for noen år tilbake, men her svies det av store summer og tapet blir større og større. Kontraktene er også fryktelig langt frem i tid, om det blir noe overhode av disse store.

Synes det virker for negativt. De har jo inngått en kontrakt med Nikola.

Kan heller si vi er enig om å være uenig i NEL :slight_smile:

Når alt kommer til alt, så handler alt om å tjene penger på aksjer :slight_smile: Er kun valgene vi tar som er forskjellige :slight_smile:

Lykke til :slight_smile:

1 Like

Har ikke tapt en krone i NEL, så akkurat det kan du slå fra deg med en gang :slight_smile: