Det er dem. Har kjørt forbi noen ganger selv.
Men man skal som kjent ikke skue hunden på hårene…
Har aldri vært inne i bygget, kan jo være det ser bedre ut på innsiden 
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Forhåpentligvis litt bedre ytre på nye fabrikken i Danmark 
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Lurer på hva de skal med Service Technician – US California
Mekke på 8 stasjonene eller hva det nå var de skal sette opp der vil jeg tro
8 blir fort 80 osv…
Noen som har noen tanker om hvordan kursen kan finne på å gå over helga? Skal den videre ned? Har solgt 50ish % de siste dagene, men har egentlig lyst til å kjøpe meg inn igjen ganske snart. Børsmeldt kontrakt ramler jo inn når som helst, sier de håbefulde 
De håpefulle sier det hele tiden I realiteten er det bare et spørsmål om tid før det kommer en børsmeldt kontrakt siden Nel melder omtrent alt. Når det vil skje er ren spekulasjon uansett hvem du spør.
Det som er av større interesse er hva som vil skje da, og historien viser at det sannsynligviser et hopp opp før fall ettersom selskapet enda ikke har vist at de klarer å omsette kontrakter til resultater.
Jeg tror forøvrig ikke vi skal under to kroner.
Det ble vel sagt at de ikke kommer til å børsmelde alt fremover. Når det gjelder kontrakter som gir resulater så har jeg tro på at det kommer til å leveres et eller annet som hvertfall gir en litt positiv ende på året sånn rent kursmessig. Samtidig guidet de dobling av inntjening i Q3 i forhold til Q2, og da kan man kanskje karre seg over underskudd. Jeg har tro på 2,80+ hvertfall, og da er jeg nøktern.
Jeg tror ikke vis skal under 2 heller. For mange rammeavtaler som kan konverteres til inntjening til at forventingene skal synke så lavt. Tror jeg hvertfall. Når det sies, så får jeg ikke noia av kurs under 2 kr heller. Skal sitte lenge, og skal også snitte ned og trade intradag for å prøve å senke snittet mitt hvis det blir en lengre tur nedover. Tenkte mest på om jeg bør belage meg på å selge mer eller kjøpe tilbake over helga.
De siste kvartalene har de tapt ca. 1,5 krone per krone de har tjent uavhengig av omsetning. Det gir doblingen i omsetning og all verdens kontrakter nærmest til et skuldertrekk om de ikke klarer å snu denne trenden på fremtidige kvartalsrapporter.
Mitt poeng er at dette er den viktigste triggeren for varig oppgang, og at det meste annet kun vil gi kortvarig oppgang (som er umulig å forutse). Med andre ord sier jeg at det er fiftyfifty om du bør selge eller kjøpe på kort sikt selv om jeg vil si at det er stort potensiale i å kjøpe på lang sikt. Så kast en mynt
Trenden snus når omsetningen blir høy nok og “stordriftsfordeler”, i et mangel på bedre ord etter 3/4 flaske vin, slår inn. Jeg har ikke oversikt over hva som skal til av omsetning for at det skal skje. Men ja, jeg er enig i at break even er en flott trigger. Skal kaste mynten på søndagskvelden
God helg!
Nel ASA: Hyon was launched today
(Oslo, 12 September 2017) Hyon AS (Hyon), a one-stop-shop company dedicated to offering renewable hydrogen solutions, was launched today. The company is a joint venture, established on 20 April 2017, owned by Nel ASA, Hexagon Composites ASA and PowerCell Sweden AB (publ.).
Hyon offers integrated solutions for the complete hydrogen value chain from production, storage and distribution, to fuel cell technology that supplies electricity without any other emission than heat and water.
"The Scandinavian market is ready for hydrogen and fuel cell technology, especially the maritime industry from which we have already received a number of project requests”, says Tomas Tronstad, newly appointed Managing Director of Hyon.
In addition to Tronstad, Hyon has also recruited Arild Eiken as Marine Technology Director.
“Hyon’s solutions will be interesting for several maritime segments, as examples; cruise, offshore, and ferry companies requiring clean renewable energy and silent power generation”, says Arild Eiken.
Although Hyon is recently launched, the two employees have extensive experience from offshore technology, classification societies and ship design.
“We are very excited to have Tronstad and Eiken onboard. With their experience we offer strong competence and know-how in addition to our products”, comments Bjørn Simonsen, Chairman of Hyon.
ENDS
For further information, please contact:
Tomas Tronstad, Managing Director, +47 936 50 766
Bjørn Simonsen, Chairman, +47 971 79 821
About Nel ASA | www.nelhydrogen.com
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Regarding potential large scale energy storage project in Fredericia, Denmark
(Oslo, 22 September 2017) Reference is made to the media report regarding a potential large scale energy storage project at an oil refinery in Fredericia, Denmark, were Nel ASA (Nel, OSE:NEL) is named as potential party. Nel has worked with local partners to explore the options for establishing Europe´s largest hydrogen electrolyser in Fredericia. Recently the Danish Social Democrats announced their intention to support the allocating of public funds for the project.
The media report from the local paper Fredericia Dagblad is available here (Danish):
The Fredericia project would entail the establishment of a large-scale electrolysis plant from Nel. The electrolyser would use green electricity to produce hydrogen and oxygen for the local oil refinery, heat for the city of Fredericia as well as hydrogen fuel for cars and busses in Denmark.
Member of Parliament from the Danish Social Democrats, Jesper Petersen is quoted in the media report, that as part of political negotiations, the Social Democrats will propose that public funds are allocated for the Fredericia project.
“An oil refinery uses significant amounts of hydrogen in the refinery process. This hydrogen is traditionally based on fossil sources. However, when switching to renewable hydrogen this initiative alone will help to reduce the CO2 footprint of the refinery itself as well as the associated products supplied out of the refinery. We are pleased to see the political support for the project and look forward to continue progressing this exiting and promising project with our partners,” says Jacob Krogsgaard, Senior Vice President in Nel.
If the project is realised, Nel and the partners in the project will be able to provide energy storage to the Danish power grid whilst producing green hydrogen for both the local refinery, as well as hydrogen for general transportation purposes like cars and busses.
“We have been working on this for some time and believe that our cost-effective electrolyser product portfolio would be ideal for this project. Not only is this an exciting project in itself, but the developed solution could naturally be relevant in many other oil refineries across the globe”, says Jon André Løkke, CEO of Nel.
ENDS
For additional information, please contact:
Jacob Krogsgaard, Senior Vice President, +45 2871 8945
Jon André Løkke, CEO, +47 907 44 949
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Nel ASA: Receives additional order as part of the world’s largest PEM hydrogen electrolyser agreement
(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 i skuddet i dag 
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Oppsig det, altså! Gratulerer, Amateur.
Blir en spennende aksje for vår del ut 2017 og 2018. Det blir utrolig gøy hvis man begynner å få materialisert en eller flere av disse større avtalene.
God helg :)
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Viktig nyhet dette, mer enn noe fordi proton faktisk leverer positive resultater på kontraktene sine. Det kan vise seg å bli essensielt for bunnlinja til Nel de neste kvartalene.
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Lite i seg selv, den er antakelig mest betydningsfull for Q4. Det langsiktige bildet har to drivere. Backlog og evne til å omsette backlog til positive resultater. Denne bidrar til det første, og noe til den andre ettersom proton faktisk har tjent penger, men den virkelige triggeren for Nel vil være det tidspunktet hvor positiv bunnlinjen i overskuelig fremtid er et faktum, og det vil trengs mye mer enn dette for å få til det.
Nel ASA: Awarded USD 8.3 million Hydrogen Electrolyser Fueling Station Contract
(Oslo, 25 September 2017) Proton Onsite (Proton) and Nel Hydrogen Solutions, divisions of Nel ASA (Nel, OSE:NEL), have received a purchase order of USD 8.3 million on a combined hydrogen PEM electrolyser and H2Station® fueling solution for SunLine Transit Agency (SunLine) in California. The combined solution will have a hydrogen capacity of up to 900 kg per day, making it the world’s largest combined hydrogen production and fueling facility currently being contracted. SunLine will use the solution for fueling of their growing fleet of Fuel Cell Electric Buses operating in the Palm Springs area in California.
“We are very pleased to have been awarded this contract to deliver a turnkey hydrogen production and fueling solution to SunLine that will provide zero-emission public transportation for the Palm Springs area and contribute to California’s climate efforts. This delivery highlights the combined strengths of Proton and Nel, using cutting-edge technology both within PEM electrolysis and heavy duty fueling solutions for buses,” says Jon André Løkke, Chief Executive Officer of Nel.
The facility will be delivered turn-key, consisting of one Proton PEM M400 electrolyser, and two H2Station® units from Nel. The awarded contract has a total value of just over USD 8.3 million, with expected delivery and installation during 2018.
“The project is strategically important for Nel and Proton, as it shows our joint capability in delivering unparalleled hydrogen production and fueling solutions. The combined organization is well-positioned to be part of current and future initiatives needed to achieve California’s long-term renewable energy goals,” says Løkke.
The project is supported by the Californian Air Resources Board (CARB) under the California Climate Investments (CCI) program.
ENDS
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
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