Siellähän oltu jo ihan töissä hienolla autolla. 
Kyllä kelpaa.
En ainakaan nopealla selauksella löytänyt tätä postausta tänne.
33 tykkäystä
In estimating Europe deliveries, don’t forget that at least 3 out of an order of 20 were planned by Q4 to Jan Bakker and/or Millenaar, the yellow truck pictured.
20 tykkäystä
From Jukka Junnila in the Facebook group: “Didn’t have time to check if it was posted here already, but here it is:
Received response to my IR request regarding Quiet Period. Hyzon will observe a quiet period beginning on the date that is two weeks prior to the end of each fiscal quarter and ending one full trading day after the release of earnings for that quarter.”
“So afaik the Hyzon quiet period would be from 17.12.2021 to 14.2.2022”
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5 tykkäystä
Onko yhtiöillä tapana pitää näitä parin kuukauden hiljaisuuksia normaalin liiketoiminnan lomassa? Hyzonhan ei tee IPOa 4 kertaa vuodessa. Yhtiöt kyllä usein ajoittavat näitä uutisia itselleen sopiville ajankohdille, mutta jos tämä Hyzonin tapa on “normaali”, niin sittenhän siinä on 4x2kk hiljaista aikaa joka vuosi, eli 8kk vuodesta ollaan kertomatta mitään. Ei kuulosta ihan normaalilta. Jopen äänellä: Pidetään (hulluja) investoijia (hulluja) jännityksessä. Korjatkaa, jos olen väärässä.
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SEC sääntöjen puitteissa jenkkilässä pörssifirmoilla on hiljainen jakso aina uuden kvartaalin viimeisellä kolmanneksella ja päättyy siihen, kun firma pistää kvarttaalirapsan pihalle. Tuo jakso ei kuitenkaan taida olla niin tarkka, kuin IPOon liittyvä on. Kyllähän tuo tuo pahimmillaan sitten 28 + 45 päivää kertaa 4 hiljaisuutta firman suunnalta, jos niin haluatat (45 päivää kvartaalin päättymisestä taytyy tulla rapsa ulos). Onhan tuo aika hölmöä menoa, mutta jotkin firmat varmasti tätä käyttävät myös hyväkseen, eli silloin ei tarvitse koko ajan vastailla IR kautta retail sijoittajille
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“Colliers Securities Comments on Hyzon Motors Inc’s FY2023 Earnings (NASDAQ:HYZN)” 0.07 EPS
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Hyzon, Nikola, Hyliion spotlighted:
“Hydrogen is going to become very, very real when we start to answer questions about the grid, and how we’re going to store clean energy on the grid for more than two hours.”
https://www.freightwaves.com/news/electric-truck-charging-can-infrastructure-keep-pace-with-demand
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From Hyzon-partner TC Energy today: “As we push ahead with our goal of becoming a leader in the development of renewable and low-carbon energy solutions, we look forward to evaluating co-developing #hydrogen production hubs with @hyzonmotors. #EnergyTransition #RenewableEnergy”
The hubs will be evaluated in Canada and the USA.
https://twitter.com/tcenergy/status/1478712906527215618?s=21
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I think that this news is from last year.
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Yes the agreement was signed in November 2021. TC Energy tweeted it today, maybe trying to capture some of the halo from the Nikola news. I always like to see that the important partners remain interested. Some deals may drop off silently or some folks may accuse a company of making up partnerships. Not sure if these are also subtle reminders to Hyzon to hurry up, which is good too.
I believe Pat Griffin is the President of Vehicle Operations for Hyzon North American operations. https://www.prnewswire.com/news-releases/hyzon-motors-appoints-former-crane-carrier-company-ceo-as-president-of-vehicle-operations-301405680.html
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In case anyone wants to join a webinar with Hyzon CSO Parker Meeks, CA Senator Archuleta, and Nikola CFA tomorrow: “Looking forward to a great discussion tomorrow on policies to accelerate the heavy-duty fuel cell vehicle ecosystem with a fantastic set of fellow panelists from across the industry and Senator Bob Archuleta. Thank you California Hydrogen Business Council for hosting. #hydrogennow #decarbonization Hyzon Motors”
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The author lists his opinion of pros and cons. Here is his summary from his LinkedIn profile: “Hyzon Motors, which some people call the “Tesla of Hydrogen Gas”, might be among the most speculative companies that I am aware of in the market today.
The company’s ultimate goal is to replace polluting diesel-powered trucks and buses with environmentally friendly hydrogen fuel cell powered solutions.
The financials from Q3 2021 were ugly, as the company only earned $1 million in revenues, with $50 million in operating expenses. This is a very early-stage company.
Competition for Hyzon Motors comes more from Elon Musk and Tesla than it does from fellow hydrogen companies Nikola and Plug Power.
I rate this company as neutral as it is currently uninvestable for most investors. Only investors with a VC mindset should consider buying at current prices.”
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This is… should I say, quite interesting point, for at least for few reasons:
- Tesla doesn’t have anything for busses & lighter “trucks” such as for waste management
- At the moment Tesla has only BEV truck on pipeline
- Tesla doesn’t have any presence outside the US of A (other than “consumer” cars)
18 tykkäystä
Agree the article is very noncommittal and long-winded. He makes no mention of Hyzon/Horizon’s experience, global footprint, contracts, institutional investors who obviously find this investable. Just some DD here and there, and helps to see what is being said. Good to be compared to Tesla though, rather than the tiresome comparisons to NKLA. Here is the author’s LinkedIn:
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CEO Craig Knight made a comment today: “California will lead the way in North America. Hyzon is excited to be an early mover in fuel cell trucks for California and beyond.”
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NEOM begins to take shape in 2021
ARAB NEWS
07 January 2022
“April — NEOM also said it would develop a plant to build up to 10,000 hydrogen fuel cell-powered commercial vehicles a year. It signed an agreement with US-based Hyzon Motors, which builds zero-emission hydrogen fuel cell-powered commercial vehicles, and Saudi conglomerate Modern Industrial Investment Holding Group as part of this move.”
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Hyzon parent Horizon has increased fuel cell capacity to 10,000.
“China’s hydrogen fuel cell system production capacity expanded 5-fold through 2021 (astonishing! but real)”
https://chinahydrogen.substack.com/p/chinas-hydrogen-fuel-cell-system
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Colliers reiterates Buy rating on 1/5/2022.
https://www.marketbeat.com/stocks/NASDAQ/HYZN/price-target/
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