Niinpä oli, löytyihän se maininta englanninkielisestä tiedotteesta. Kiitos korjauksesta. Eli siis hyvä liikevaihdon nousu johtui merkittävästi Plugin kanssa tehdystä sopparista.
Oma huomio kiinnittyi tähän:
"Compared with the final quarter of 2020, Cell Impact’s production increased during the first quarter of 2021. To enable this growth, we recruited about thirty new operators and technicians. This means that the number of employees almost doubled compared with the end of 2020. It is gratifying to note that in the labor market, there is great interest in companies participating in the green transition. This year alone, we have received more than 600 applications for the positions we’ve advertised.
It is an exciting challenge to be recruiting and putting new equipment into operation. The entire company is committed in various ways to enabling this and boosting activity levels in line with the demand for our products."
@Jarnis Luepas Pär Teiken johdanto osarissa, pdf löytyy yo. linkin sisältä. Kertoo mielestäni hyvin siitä, miten tällainen pieni komponenttitoimija näkee markkinat tällä hetkellä. Näitä toimijoita on paljon Clean Energyn kokonaisuudessa.
edit: @InvestA Ehdottomasti positiivisesti suhtaudun ja tarkoitin huomiolla sitä, kuinka kiinnostus yhtiötä ja samalla sektoria kohtaan noin kova. Kertoo yleisistä asennemuutoksista omalla tavallaan (ei pelätä, että hetken hurma).
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@DayTraderXL Täytyy kysyä, miksi tuo kohta erityisesti osui silmään? Työntekijöiden määrä lisätään vastaamaan kasvanutta kysyntää ja sitä kautta tuotantoa on lisätty? Tuon perusteella yritys on lisäksi haluttu työnantaja. Varmistan vain, että huomiosi kiinnittyi yhtiön kannalta positiiviseen asiaan. Itse ainakin koen asian olevan niin.
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Ei malttanut johtoporras odottaa ensi viikkoon, kun tulos piti tulla ulos. Samalla pienimuotoinen posari tälle vuodelle, kun tarkensivat tämän vuoden ennusteitaan kaventamalla ennustushaarukkaa:
According to preliminary, unaudited financial data, SFC Energy AG generated
consolidated sales of approximately EUR 17.0 million in the first quarter of
the financial year 2021 (previous year: EUR 16.1 million) and increased sales
by approximately 5% compared to the same quarter of the previous year;
adjusted EBITDA amounted to EUR 2.3 million in the first quarter of 2021
(previous year: EUR 0.8 million).
The Management Board confirms the forecast for the current fiscal year 2021 in
terms of consolidated sales (EUR 61 million to 70 million) and concretises the
forecast in terms of adjusted EBITDA and adjusted EBIT to the upper half of
the previously communicated range, i.e. for adjusted EBITDA from previously
EUR 3.5 million to 6 million, now in the amount of EUR 4.75 million to 6
million, and for adjusted EBIT from previously EUR -0.9 million to 1.6
million, now in the amount of EUR 0.35 million to 1.6 million.
Otin eilen lisää 21 euron paikkeilta, mutta sentimentti kun on mitä on, niin liian aikaisin. Juna kuitenkin etenee, kuten pitääkin
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Luento energiasiirtymän haasteista. Ei varmaan mitään uutta ketjun aktiiveille, mutta itse pidin ihan valaisevana pakettina. Hommaa ainakin pitäisi riittää…
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https://www.sfc.com/en/investors/share/research-reports/
Uusi raportti First Berlin Equity Researchilta:
Buy confirmed at unchanged price target. An updated DCF model still yields a €44 price target. We note that SFC Energy is the only listed fuel cell producer with positive 2021 & 2022 consensus EBIT forecasts (Source: Bloomberg). For competitors such as Ballard Power, Ceres Power, FuelCell Energy, and Plug Power, 2021 & 2022 consensus EBIT forecasts are negative. Nevertheless, SFC is by far the most attractively valued fuel cell producer in terms of EV/sales multiple. SFC’s 2022 EV/sales multiple (based on Bloomberg consensus forecasts), is 3x, the mentioned competitors’ EV/sales multiples are at least 13x (Ballard Power: 20x, Ceres Power: 53x, FuelCell Energy: 19x, Plug Power: 13x). Given SFC’s anticipated growth path, the significant upside shown in our DCF model, and the very attractive relative valuation, we confirm our Buy rating.
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Drawing on its global electrolyser database, Aurora finds that companies are planning electrolyser projects totalling 213.5 GW for delivery by 2040 – of which 85% of projects are in Europe. Within Europe, there is a pipeline of over 9 GW in Germany, 6 GW in the Netherlands, and 4 GW in the UK, all scheduled to be operational by 2040. Current global electrolyser capacity is just 0.2 GW, mainly in Europe, meaning that if planned projects deliver by 2040, capacity will grow by a factor of 1,000
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https://twitter.com/VolvoGroup/status/1392395938073915393?s=19
BMW has forged an alliance with Toyota centred on developing fuel cells.
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20.4. Abn Amro antoi neutral-suosituksen ja 25€ targetin sfc:lle. Onko joku nähnyt mitä tuo sisälsi? Sfc:n omat sivut linkkaa vain buy-suositusten pdf:iin.
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En valitettavasti ole löytänyt. Näemmä MM Warburgikin uudisti tavoitehintansa 35 euroa sekä suosituksen osta. Laittelen huomenna jossain vaiheessa otteista raportista, joka tosiaan kylläkin löytyy yhtiön omilta sivuiltakin
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Tälläisten uutisten perusteella amerikassa tosiaan on käynnissä vihreä siirtymä kun alkaa kivihiilikin käymään niin huonosti kaupaksi että pitää haastaa asiakkaat oikeuteen kun eivät osta.
Wyoming stands up for coal with threat to sue states that refuse to buy it | Coal | The Guardian?
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Cell Impact AB (Nasdaq First North GM: CI B) is pleased to announce that Daniel Vallin has been appointed new Chief Operating Officer (COO) and will start his new position on August 16, 2021. He will succeed Tord Lätt, who will take over the role of Chief Project Manager (CPO) with responsibility for Cell Impact’s automation development program.
Daniel’s career spans more than 15 years at Scania CV AB in leadership and project management positions. During this time, he gained leadership skills and substantial experience from working in industrial production and with Scania Production System. In his most recent role, Daniel was a production manager for Scania’s new battery assembly factory for electric vehicles.
Vaikuttaa hyvältä tyypiltä oikeaan aikaan:
It’s very satisfying to have recruited as experienced a professional as Daniel manager for all of our operations, says Pär Teike, CEO of Cell Impact. “Given the way we’re upscaling the company’s production right now and the substantial growth possibilities we see in the future, Daniel’s expertise in production and process development will further strengthen our position as a global supplier of flow plates,” he continues.
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Ens tiistaina IEA:n special report ja deepest dive (toivottavasti ei pörssissä 
)
“And next week, we are publishing our deepest dive yet with the release our new special report, Net Zero by 2050: a Roadmap for the Global Energy Sector, on 18 May.”
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Puolen miljardin tukea oltais vailla:
California Hydrogen Coalition asks for half a billion to support hydrogen industry
"They pointed out, “The early stages of any technology curve must have some support, much as was seen in the early days of wind and solar power.”
The US hydrogen industry has the potential to create around US$ 140 billion/year in revenue by 2030, reaching US$ 750 billion/year by 2050.
The letter was signed by executives from:
American Air Liquide Holdings
Ballard
Bayo Tech
Black and Veatch
BMW
Cellcentric
Chart
Chevron
Cummins
Faurecia
Hexagon Purus
Hyundai
Iwatani
Linde
Mann + Hummel
Nel-Americas
Nikola Motor
Plug Power
PowerTap Hydrogen Fueling Company
Shell
Toyota
Toyota Tsusho
True Zero
Ways 2 H
122 West"
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The researchers found that even when fossil fuel hydrogen production is combined with a carbon capture and storage element, the resulting emissions intensity can still be very high.
Hydrogen produced using renewable electricity, researchers argue, is the only viable way to achieve truly zero emissions hydrogen.
The research highlights the need for a certification scheme for ‘green’ hydrogen – allowing truly ‘zero emissions’ hydrogen to be distinguished from the ‘blue’ hydrogen being pushed by fossil fuel interests.
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“The project in Nevada is our first large-scale investment specifically for these new markets in the US. This hydrogen is not for the traditional industrial markets, but rather for the mobility and transportation fuel market that is mostly on the west coast.”
The hydrogen plant is expected to become operational by early 2022
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“One third of fuel used in domestic flights by 2030 will come from sustainable sources, according to a new German roadmap on the market ramp-up of power-to-liquid (PtL) kerosene unveiled on Friday (7 May).”
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The plant is expected to produce 1,000kg of renewable hydrogen a day, which will be used to fuel zero-emission transport in the Greater Copenhagen area and on Zealand with the first hydrogen expected to be produced in late 2021.
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