Nel ASA mit neuen Aufträgen aus Frankreich
Anscheinend lernen Menschen leider NIX weder in der Schule noch im Leben noch aus der Historie.
Jeder denkt er allein weiss alles und vor allem alles besser als die anderen und die eigene aktuelle Idee ist die einzig glückseeligmachende - sowohl in der Politik der Religio und der Wissenschaft.
An der Börse lernt man aber , dass es mehr gibt - auch ausserhalb unseres Kosmos oder Landes oder Wissens. Es wir nie nur Verbrenner nur Autos nur BEV oder nur H2 oder nur Kohle oder nur Kernkraftwerke geben
und
das ist auch gut so --- denn aus irgendeinem Grund den wir heute nicht kennen kann eine einzelne Technologie kaputt gehen und dann steht man mit heruntergelassenen Hosen da.
Deshalb sind für mich Firmen wie Tesla auch Short Kandidaten - da sie sich auf eine Technologie Fokussieren und alle anderen für Deppen halten. das geht solange gut , wie der Hype anhält die Rohstoffe ausreichend und das angebot begrenzt ist.
Sobald aber - wie aktuell am entsehen - neue Technologien besser schneller billiger aufkommen und eine attraktive weil einfachere Lösung anbieten, ist der Monopolist nicht anderes mehr als ein Einzelgänger.
Daher habe ich nochmal massiv NelAsa ProtonPowerSytems und fuellCell sowie Hydrogenics Depotanteile ausgebaut.
Weder sind die vergangenen News eingepreist schon gar nicht aktuelle Aufträge und vor allem nicht der Umfang in 2018 - in keinem der aktuellen H2 Aktien von Ballard bis Plug - NOCH haben wir aktuele Zahlen aus dem wahrscheinlich seit Jahren besten Quartal 3 der vergangenen 10 Jahren und die daraus resultierenden Vorschauen.
Bin sehr gespannt und werde weiter Rücksetzer weiter zum Investieren nutzen solange bis ich wieder bei 80 % Aktienquote bin (20 % lasse ich weiter in Cash da ein allgemeiner Rücksetzer bei globalen Indizies auf Höchststand nie auszuschliessen ist und ich dann nochmal investieren kann wenn alle abhauen)
Allerdings sind ja seit 1 Jahr alle skeptisch und warten auf diesen Rücksetzer - aber es gibt immer noch keine Alternativen zu Firmenbeteiligungen schon gar nicht bei den weiterhin guten Aussichten.
Daher sehe ich das grösste Potential weiterhin in den Mobilitätsaktien die am Wandel teilhaben und profitieren wie in den anderen Foren ebenfalls diskutiert wird.
Mal sehen wann und ob die H2 Werte wieder an ihre Höchstkurse herankommen die sie mal hatten als alle auf die Zukunft der H2 Teck setzten.
JETZT ist diese Zukunft Gegenwart und eigentlich sind die Kurse MK aktuell 1/10 des Wertes ,den die Investition und den Wandel durch Firmen Kunden Partner und Länder (Politik) eigentlich rechtfertigen würden.
Aber ich habe ja Zeit und rechne mit einem Anstieg in allen beteilgten Unternehmen in den kommenden 4 Jahren.
viel Erfolg und gute Trades - bin gespannt wie die Ballard Plug und Nel Zahlen ankommen werden.
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http://blog.ballard.com/future-of-hydrogen-technology
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"Ballard wants to make fuel cells and fuel cell systems work, along with the vehicles, while making them as cheap as possible to further commercialization. And Nel does the same with fuelling. While we have recently joined forces, we can see that together we are thinking big, not small. Think big and the hydrogen business will work. Think small, and the hydrogen business will die."
Ob diese Zusammenarbeit weiter vertieft wird? Zusammen wären die beiden ein echter Wasserstoffkonzern. Wettbewerber wie Hydrogenics bieten auch beides an. Brennstoffzelle und Elektrolyse + Fueling.
Eine strategische Zusammenarbeit ohne Fusion kann auch Vorteile haben, da man so fokussieren kann und sich jeder auf sein Spezialgebiet konzentrieren kann.
Abwarten und Tee trinken :-)
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Recently, Ballard hosted the Fuel Cell Electric Bus Conference Event in Copenhagen, Denmark in partnership with Nel Hydrogen, Hydrogen Valley, the Danish Hydrogen Association, and Solaris Bus & Coach.
After the event, we had the opportunity to sit down with Jacob Krogsgaard, Head of Nel Hydrogen Solutions to discuss Nel’s role in the current growth and future of hydrogen technology.
Nel Hydrogen Solutions is an organization dedicated to providing optimal production, storage, and distribution solutions for hydrogen made from renewable energy. Mr. Krogsgaard is also one of the co-founders of H2 Logic.
Q & A with Jacob Krogsgaard on the Latest Developments in Hydrogen Distribution Technology
What is Nel Hydrogen’s reason for being?
Nel’s ambition is to make hydrogen fuel that is both zero-emission and zero-compromise. Zero-emission is the standard by which all future vehicles should be designed. True zero-compromise means the hydrogen is produced from renewable sources. That’s what we are doing in the majority of the projects we are involved with.
Can you tell us about the hydrogen products that Nel offers?
Nel focuses on producing electrolysers and hydrogen stations. Naturally these two products go hand in hand. Electrolysers take electricity and produce hydrogen out of it. Hydrogen stations compress, store, and control gas before it gets fuelled into cars, buses, trucks, or trains.
Nel is the world’s largest manufacturer of electrolysers. We typically include and build them right next to the renewable energy sources or connect them to the electrical grid, where they can operate when the grid has electricity.
An example of this is a 20-megawatt electrolyser we are working on in Denmark that will be grid connected. The Public Service Obligation (PSO), a national entity that is in charge of balancing the electrical grid, will be sending signals letting us know when to turn the electrolyser on and off depending on how much wind power there is in the grid. Basically, that is the greenest you can do it.
How can hydrogen help address the availability and efficiency challenges of wind energy?
In Denmark, almost 50% of all electricity comes from wind power. However, the energy that can be captured from wind fluctuates throughout the year. When the wind is blowing, there can be more than 100% availability but much of that energy might not be captured, resulting in an inefficiency in harvesting it.
When the wind is not blowing, we have a deficit, and we then have to buy the energy from our neighbouring countries. Having the possibility of taking the surplus electricity, converting it into a green fuel as energy storage, and then using that zero emission fuel to power transportation and industry creates real value to the existing infrastructure.
That is exactly what we are doing.
If someone installs a hydrogen system, are there limitations to the capacity that you can provide in a day?
Yes, of course there are limitations to the system. A fuel cell is rated for the number of kilowatts per hour. Our fuelling stations are typically rated in a number called kilograms of hydrogen produced per day. You have different sizes of fuel generation stations depending on what you need them for.
What is the capacity of a system you would install at a transit system fuel depot? How many buses or vehicles can it support?
That would be on a kilogram per day basis, and that converts to buses. Somewhere around 20 to 30 kilograms per bus multiplied by the number of buses. The smallest unit we have for transit agencies is for fleets of 10+ buses per day and then we scale up from there.
To some extent, it also depends on the fuelling protocol of the bus operator. If they want to fuel all of the buses one after another, they would need a bigger station. If they are able to have a gap of 15 to 20 minutes between fuelling, a smaller station would work out.
The way it works is that you have a station with compression, cooling, and control. You can imagine that whenever you are done with a fill, there is a buffer that needs to be refilled.
The compressor is running to fill the buffer and the quicker you need bus number two to arrive, the quicker you need your buffer to be filled and that increases your capacity. That is the simplified version but there are many more details behind it.
What changes need to occur in the industry to make hydrogen more viable as a fuel?
To enable hydrogen technology to become more viable, we need to:
Make large scale, centralized electrolysers
Distribute the fuel from the electrolysers to the points where hydrogen stations are located
Fuel the hydrogen into a fleet of fuel cell electric vehicles.
To make this possible, we will also need to achieve ‘fossil parity’. In the solar industry, they use the term ‘grid parity’. This is the point where solar energy produced will be on-parity with the price of the electricity accessed from the grid. The big question is: “How can we hit fossil fuel parity?”
This happens when hydrogen fuel has the same cost per kilometer as diesel and/or gasoline. Currently, the fossil parity cost is five euros per kilogram of hydrogen in Europe - and this is exactly what Nel Hydrogen Solutions is aiming to achieve.
What are some of the challenges you are encountering as this technology gets built out?
The greatest challenge is not the technology, because that is proven. The fuel cells, fuelling stations, and electrolysers are all proven. The issue is the volume. What we are missing is the scale for business - we need to scale and convince partners.
Demonstration is fantastic, but we need to step out of the shade beyond demonstration and into commercialization. We need to talk about buses in the 100’s, not in 10’s. This will change everything.
The H2 Mobility and Consortium has a plan to build a German-wide network of hydrogen refuelling stations by 2020. Can you speak to this initiative and how other jurisdictions can learn from what they are doing?
What they are trying to do is share the burden. Building a network of hydrogen stations while not yet having cars on the market is a costly process.
All the parties realize that it is costly. No one wants to be a first mover, because the first movers are at a disadvantage when they invest in infrastructure that is not currently being used. They need to find a way to share the burden. To do this, oil retailers, gas companies, and Mercedes have joined forces to work together in developing the infrastructure.
What other jurisdictions are establishing standards for the hydrogen economy?
What we see happening in California is very encouraging. The policy makers have implemented a zero-emission vehicle mandate. The OEM’s receive penalties if they are of a certain size and don’t provide zero emission vehicles. That is a policy that is working and actually the OEM’s are also investing in the infrastructure.
Is the same type of policy happening in Northern European Countries?
In Northern Europe, tax exemptions are available for cars. Currently, traditional gas and diesel-powered cars in Denmark and Norway have around 150% tax.
That is a lot for these types of cars, but there is actually no tax on fuel cell cars and very little tax on battery cars. However, this is still not moving the sale of cars as the manufacturers are still selling them at too high of a price.
What advice would you give to a policy maker about building out a hydrogen network, other than tax incentives at the vehicle level?
I would advise them to start putting penalties on the vehicle manufacturers, to not just talk about policies but walk the talk, like they are doing in California, Japan, and Korea.
In some places, like Ohio, there is a reasonably active fuel cell network for buses and they are actually sharing the fuelling stations with the local community of hydrogen fuel vehicles.
Getting such an infrastructure up and running then has a domino effect on the car side.
Basically hydrogen will be available and the station owners do not need to wait for a long time, because stations are utilized for cars and you can potentially use the same stations for both cars and buses.
We are building two of those right now:
In Riga, Latvia for both buses and cars.
One in Troindheim, Norway for trucks, cars and forklifts
And as hydrogen technology evolves, we are going to see increased demand, more vehicles, and hopefully the network will become further developed. When we get to that point, we will be happy. Competition will start, and the right market forces will come into play. We can then stop bugging politicians to get support and will be able to run a commercialized business. That’s where we all want to get.
Your future is in the hydrogen economy. What are your predictions for the growth of your company and growth of the hydrogen market?
So we have talked about fuel cell cars, and that’s all fine, but that’s not what’s going to make the business grow. What will is the heavy-duty industry - buses and trucks. Because there we can have sufficient volume and quantity that can make the business fly much faster.
By focusing on heavy-duty vehicles, especially buses, we can hit critical mass. We have bus manufacturers that are motivated to run, not just in Europe, but in Asia and to some extent in the US. Some of these are city buses that drive in the inner cities, where we have issues with emissions and particles. So that is actually putting the efforts where they are needed the most.
Any final thoughts?
We have known Ballard for more than 12 years, and we are completely aligned on what we are doing. We are dedicated and hydrogen is our business - not that there are many of our kind of company around.
Ballard wants to make fuel cells and fuel cell systems work, along with the vehicles, while making them as cheap as possible to further commercialization. And Nel does the same with fuelling. While we have recently joined forces, we can see that together we are thinking big, not small. Think big and the hydrogen business will work. Think small, and the hydrogen business will die.
http://www.ariva.de/news/...hird-quarter-2017-conference-call-6544483
...
Wenn alles nach plan läuft könnte das ALLE Aktien im H2 Bereich weiter pushen - Ich sehe allerdings nur einen kleinen Schritt zu einem weitaus grösserem Hype in 2018
NEL ASA auf den Spuren von Ballard in China, selber Kundenkreis ! Receives additional order as part of the world’s largest PEM hydrogen electrolyser agreement Published September 22, 2017 (Connecticut, 22 September 2017) Proton OnSite “Proton”, a subsidiary of Nel ASA (Nel, OSE:NEL), has received an additional order for an M Series, Megawatt scale, hydrogen electrolyzers from Guangdong Synergy Hydrogen Power Technology Co., Ltd. (“Synergy”) under the earlier announced agreement between the two companies. The order is the fourth system order under the agreement between Proton and Synergy, total agreement covers up to 13 MW-systems with a total value, including installation and associated services, of more than USD 22 million. “We are pleased to have received an additional order under the exclusive agreement with Synergy. This confirms the strong partnership between Nel/Proton, Synergy and the Yunfu government in the Guangdong Province of China. The market for heavy duty fuel cell trucks and busses are developing fast in China, and Nel/Proton are well positioned to support this rapidly growing market with both electrolysers and complete hydrogen refueling solutions,” says David Bow, Senior Vice President, Sales and Marketing. The order has a value of up to USD 1.8 million, including installation, commissioning, and other related services. The installations and commissioning will start towards the end of 2017 and continue into 2018. For additional information, please contact: Jon André Løkke, CEO, +47 907 44 949 Bjørn Simonsen, VP Market Development and Public Relations, +47 971 79 821
NEL ASA - Elektrolyse-Spezialist aus Norwege | wallstreet-online.de - Vollständige Diskussion unter:
https://www.wallstreet-online.de/diskussion/...yse-spezialist-norwege
Im Interview heisst es doch selbst, das man jetzt schon über 10 Jahre lang nicht über den Status Experementier- und Demonstrationsvorhaben hinauskommt. Eine Skalierbarkeit ist nicht in Sicht. Die gesamte Technologie ist nachwievor viel zu teuer.
Die vorhandenen Aufträge können wohl nur mit mehr oder weniger hohen Verlusten realisiert werden - bei allen Branchenfirmen. Alle brauchen ständig neue Kapitalerhöhungen um liquide zu bleiben.
Ergo: Ein hochriskanter Börsenhype.
es geht kein Weg an H2 vorbei. Keiner. Und langsam kommt das auch in den Köpfen an. Begründe mal die hohe Bewertung (?) und dann im Vergleich zu anderen Firmen die im Laufe der nächsten Jahre mit extremen Steigerungen in Umsatz und Skaleneffekten zu rechnen haben. Die sind nämlich in Sicht, wenn man einfach nur die letzten Aufträge bemüht.
Jedoch bitte nicht vergessen und immer wieder, an der Börse wird die Zukunft gehandelt und wenn man sich mal den Newsflow über Auftragseingänge von Nel anschaut, sollte der aktuelle Kurs die Bewertung rechtfertigen.
Die letzte Kapitalerhöhungen wurde hier meines Erachtens durchgeführt, um Kapazitätsengpässe für die Produktion aus dem Weg zu räumen. Das war absolut der richtige Schritt und die Überzeichnung dieser Kapitalmaßnahme bestätigt dies. Schau dir mal im Chart an, wie der Kurs nach Ankündigung der Kapitalerhöhungen reagiert hat und wie schnell die Erhöhung hier durchging. Absolut beeindruckend.
Am 31.10. sind wir schlauer und für den Kurs wird nur der Ausblick für 2018 vom Unternehmen entscheidend sein.
Dieses Unternehmen startet jetzt erst durch und ist hervorragend für die Umdenkweise unserer Gesellschaft gewappnet.
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Der Typ wartet ja auf eine Korrektur, leider vergeblich!
http://nelhydrogen.com/investor-relations/#shareholders
The Second International Fuel Cell Vehicle Congress (FCVC) is a leading international forum for the hydrogen fuel cell and automobile industries. Hosted by the Society of Automotive Engineers of China and International Hydrogen Fuel Cell Association (IHFCA), this annual congress will take place in November 9th & 10th (Thu & Fri) 2017, Rugao, Jiangsu Province, China.
Seite 7 im PDF unten, NEL in China beim FCVC Kongress China 9-11 Nov. mit dabei Ballard CEO und Plug Power!
https://www.bagevent.com/event/682951
http://file.sae-china.org/fcvc/2nd%20FCVC%20Conference%20Agenda.pdf
8:40 State of the art hydrogen production and fueling technology
-Mr. Bjørn SIMONSEN, Vice President of Market Development, Nel Hydrogen, Norway
Bewertungstechnisch - KUV, KBV, KGV, Cashflow - beantwortet sich mit den Hype-Multiple selbst.