Hvorfor den labre mottakelsen?
“Nikola Failed to Address 43 of our 53 Questions. Of Those It Touched On, It Largely Confirmed Our Findings or Raised New Questions”.
“Conclusion: Nikola’s Response Had Holes Big Enough to Roll a Truck Through. We Remain Short Shares of Nikola Corp”
Men bare i nedoverbakke, den lastebilen mangler motor.
Norne: We keep our Buy recommendation on NEL share at a lower TP of NOK 24/sh (NOK 30/sh previously) after the recent developments with respect to key customer Nikola increase risk. We, however, continue to highlight that NEL is much more than just Nikola and see NEL playing a key role in realising green hydrogen ambitions around the world and especially in Europe. This can happen with NEL as a standalone company, but also as a part of a larger organisation at some point.
Latest development with Nikola Motor increase risk
Nikola Motor company awarded NEL 85MW electrolyser contract worth more than USD 30m in early June for the first five hydrogen stations in the Nikola’s planned massive 1,200 8t-equivalent station rollout. Nikola also had three major milestones to deliver on before year-end:
OEM for the BEV/FCEV Badger pickup truck – GM partnership announced on September 8th.
Major order announcement came on August 10th – 2,500 Battery-Electric Waste Trucks (option to increase to 5,000) to Republic Services.
The third and most imporant milestone is related to the hydrogen filling station rollout – sites and more importantly a partner to roll them out.
On September 10th, a short seller in Nikola shares Hindenburg Research came out with a report named Nikola: How to Parlay An Ocean of Lies Into a Partnership With the Largest Auto OEM in America. The report was refuted by Nikola with short and then a longer press release, but caused major Nikola share price fall and inquiries from SEC and the Justice Department. The most important impact of this was that Trevor Milton, the founder, visionary and Executive Chairman decided to step down yesterday and other board member Stephen Girsky (former Vice Chairman of GM) was appointed as Chairman of the Board in Nikola. In our latest update, we highlighted the increased risk related to Nikola, which now seems to be even higher.
NEL opp 9 % så langt I dag… LOL! All in short.
Ikke undervurder FOMO, da legges logikken til side
Virker ikke som folk innser at deres viktigste samarbeidspartner går opp i liminga!? Herregud for et marked…
Er du tungt inne med en short ?
Virker som om du ikke innser at den oppkapitaliseringen som har skjedd i NEL på bakgrunn av Nikola gjør at de er i en helt annen posisjon til å ta markedsandeler i den europeiske hydrogenøkonomien enn bare for et par år siden!?
Herregud for et baisseshow…
Det sagt, så lukter det litt bulltrap her, oppgangen kjølner av rett under forrige avgjørende støtte
Afventer test af 15,00 … missede bunden med 5 øre i går men faldt hurtigt i søvn pga. salte tårer
NEL er vital i potent hydrogenområde. Fergene over Vestfjorden. Åpner dørene for satsninger ut over landegrensene.
Hva betyr den siste børsmeldingen for NEL?
Emisjon trukket
Du misforstår. Jeg spør ikke om hva meldingen betyr, men om hva den betyr for selskapet.
Er det positivt eller negativt?
Den betyr at de ikke får hentet de 200 millionene som var planlagt, ingenting annet enn det De har mye penger på bok, fra andre emisjoner
Hvorfor skulle de da kjøre en ny emisjon om de har nok kapital? Hva skulle pengene brukes til?