Markkina jäässä.
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Joo…ei tässä aurinko paista. Toivottavasti tähän ei liity jotain uusia ennakkotietoja Jenkeistä. Viikko aikaa ja Trump ruoriin.
Isoja lukuja pyörii mediassa Intiastakin, mutta ei yhtään dealiä Reliancelta.
Maailma lämpenee…öljy, kaasu ja hiili voimissaan. Kyllä päättäjän mieli on ihmeellinen.
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@Taitoo No minä luulen että tämä liittyy pääasiassa Nellin johdon toimintaan. Voipi olla virhe, että on lähtenyt sekä PEM että alkaalilyyseribisnekseen rajallisilla resursseilla. Ei taida kovin moni muukaan niin tehdä. Altistaa sekä kiinalaisten kanssa kilpailulle että väärälle tuoteportfoliolle:
“Nel also sees good near-term opportunities to sell containerized PEM systems.”
Kommentoin Plugin ketjussa vuosi sitten, että nämä konttilyyserit tuntuu olevan hyviä tuotteita tähän puhtaan vedyn alkutaipaleeseen. Nellin olisi varmaan kannattanut sillein valikoida mihin panostaa jo aiemmin.
Btw, Nellin tankkauskamat oli vissiin oikeasti huonoja. Jälkikäteen olen lukenut että ovat olleet ongelmallisia tuotteita. Joten sen sektorin myyminen oli jees ratkaisu.
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Voit hyvin olla oikeassa. Oltiin myöskin varsin toiveikkaita markkinan kehityksestä tai paremminkin sen nopeudesta…kuitenkin… vaikka maailman murros jatkuu rajuna.
Eurooppa sekaisin…Saksa on, Ranska on, Italia menossa sekaisin…taitaa pääministerillä olla liian läheiset suhteet Muskiin ja se tuhoaa EU:n järkevän, johdonmukaisen, uskottavan päätöksenteon. Kaikki horjuu Ukrainan ympärillä…jämäkkyyttä ei ole ollenkaan.
Kiina tunnetaan, omien yhtiöiden tukeminen kuuluu dna:han, maailman kauppatavat eivät kiinnosta tippaakaan ja sitten Trump…kahden kolmen viikon kuluttua ollaan vähän viisaampia.
Intiasta odotan kovaa buustia, kun lähtee liikkeelle, mutta ne kauppatavat…saa nähdä…toivottavasti muuttuvat fiksuun suuntaan.
Tässä tilanteessa tuntuu, että mitkään aikataulut ja mitkään kauppatavat eivät ole varmoja.
Ei taida markkina rauhoittua ihan heti, joten kauppa saa odottaa.
Suoraan sanoen odotin kyllä NEL:liltä tämän suuntaista, koska järkevässä mittakaavassa kauppa ei ole käynyt aikoihin. Eikä taida käydä.
Tuo tuotepaletti …riskihän se on ja erityisen hyvä, että vetyasemat lähti.
Mieti …niitäkin ajatellen… 2030 homman pitäisi olla kunnossa ja esim. Suomi ja iso osa Eurooppaa ei tee käytännössä mitään.
Kun miettii kysynnän ja tarjonnan tasapainoa…2028 ollaan jo reilusti myöhässä.
Toivottavasti pitävät suunnitelmat järkevine aikatauluineen ovat EU-maissa kunnossa😀
Mukavaa iltaa
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Kyllähän tämä Reliance Industries on merkittävä yhteistyökumppani NEL:lle. Toivottavasti realisoituu firman (RI) suuruusluokan kaupoiksi. Tilikausi näkyy päättyvän maaliskuun lopussa;
Intialainen yhtiö
Media Release
CONSOLIDATED RESULTS FOR QUARTER ENDED 31ST DECEMBER, 2024
QUARTERLY CONSOLIDATED REVENUE AT ₹ 267,186 CRORE ( 31.2 BILLION), UP 7.7% Y-O-Y RECORD QUARTERLY CONSOLIDATED EBITDA AT ₹ 48,003 CRORE ( 5.6 BILLION), UP 7.8% Y-O-Y RECORD QUARTERLY CONSOLIDATED PROFIT AFTER TAX^ AT ₹ 21,930 CRORE ($ 2.6 BILLION), UP 11.7% Y-O-Y RECORD QUARTERLY PROFIT AFTER TAX^ OF JIO PLATFORMS AT ₹ 6,857 CRORE, UP 25.9% Y-O-Y QUARTERLY PROFIT AFTER TAX^ OF RELIANCE RETAIL AT ₹ 3,485 CRORE, UP 10.1% Y-O-Y
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Nyt on liikaa sotkua NEL:n ympärillä. Ei hyvä;
Press Release
January 16, 2025 – Oslo, Norway
Nel ASA: Acquired equity stake in Cavendish Hydrogen
(January 16, 2025 - Oslo, Norway) Nel ASA (Nel, OSE:NEL) has acquired a 4.85% stake in Cavendish Hydrogen to support the company strategically for its long-term success.
Reference is made to the filing made today by Cavendish Hydrogen calling for an Extraordinary General Meeting to replace the current Board of Directors. When Nel spun out and separately listed its Fueling business, the entity was set up to maximise its long-term potential. To be able to succeed, a highly competent and dedicated Board of Directors is needed.
“We have a long history together and it is strategically important for Nel to maintain a good and collaborative relationship with Cavendish and some of its customers. As such, we intend to vote in favour of the nomination committee’s proposals” says Kjell Christian Bjørnsen, CFO of Nel ASA.
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Välillä jotain positiivistakin;
OSE FILING
January 21, 2025 – Oslo, Norway
Nel ASA: Receives purchase order for 5 MW of containerized PEM electrolysers
(January 21, 2025 - Oslo, Norway) Nel Hydrogen US, a subsidiary of Nel ASA (Nel, OSE:NEL), has received a purchase order for two containerized PEM electrolyser units for about USD 7 million. The two MC500 electrolysers, 2.5 MW each, will be used to produce hydrogen for a new steel mill in the US.
The undisclosed customer, one of the largest US steel producers, already uses Nel’s PEM electrolysers to generate hydrogen at two other sites in the US.
“We are delighted to receive a purchase order from an existing customer, as it signifies their satisfaction with the performance of our electrolysers,” says Nel’s Chief Commercial Officer, Todd Cartwright.
“We continue to see an increasing demand for our containerized PEM electrolysers for smaller installations as this reliable turn-key concept offers easy outdoor installation and operation,” he says.
This is a firm purchase order for two PEM MC500 units that will be produced Nel’s manufacturing facility in Wallingford, Connecticut.
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Tässä lisää positiivista;
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Tässä juttua Intiasta ja sen mukaan NEL saa tänä vuonna kauppaa sieltä ja jos ja kun tuote miellyttää, jatkossa on kunnon potentiaalia. Lue juttu loppuun asti😀
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Tulosinfoaikataulu;
OSE FILING
February 19, 2025 – Oslo, Norway
Nel ASA: Invitation to Q4 2024 results presentation
(February 19, 2025 – Oslo, Norway) Nel ASA (Nel, OSE:NEL) will publish its fourth quarter 2024 report on 26 February 2025 at 07:00 CET, and host a presentation at 08:00 CET.
The quarterly report and presentation will be made available on newsweb.no and nelhydrogen.com.
The presentation at 08:00 CET will be a virtual event, followed by a Q&A session.
The live presentation can be accessed on the company’s website nelhydrogen.com/quarterly-presentation/ or by following this link. Please make sure to register early. A recording of the presentation will be publicly available following the event.
ENDS
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Tässä NEL:n tulosyhteenveto;
OSE FILING
February 26, 2025 – Oslo, Norway
Nel ASA: Fourth quarter 2024 financial results
(February 26, 2025 - Oslo, Norway) Nel ASA (Nel, OSE: NEL) reported revenues from contracts with customers of NOK 416 million in the fourth quarter of 2024, in-line with the same quarter last year. EBITDA in the quarter was NOK -36 million, an improvement from NOK -78 million in Q4 2023. The Alkaline division contributed positively with a reported EBITDA of NOK 19 million, while the PEM division reported an EBITDA of NOK -22 million. Order intake for the quarter was NOK 148 million (Q3 2023: 131 million). At the end of the quarter the order backlog stood at NOK 1 614 million, and the cash balance at NOK 1 876 million.
Quarterly highlights
- Revenue from contracts with customers (continuing operations) in the fourth quarter 2024 was NOK 416 million, in line with the fourth quarter 2023 (Q4 2023: 412). Revenue was positively impacted by delivery of alkaline electrolyser equipment whereas revenue from sale of PEM electrolyser equipment was low due to timing of project deliveries.
- Total Revenue and income in the fourth quarter 2024 was 450 million (Q4 2023: 437)
- EBITDA in the quarter was NOK -36 million (Q4 2023: -78). Alkaline had a positive EBITDA driven by higher revenues, solid gross margins on equipment deliveries and technology license milestone payments, but this was more than offset by the negative contribution from PEM.
- Net loss from continuing operation was NOK -64 million (Q4 2023: -50). The development was mainly explained by increased EBIT of NOK 17 million, more than offset by NOK 30 million decreased net financial items.
- Order intake in the quarter amounted to NOK 148 million, an 13% increase from the corresponding quarter last year (Q4 2023: 131).
- Order backlog was NOK 1 614 million at the end of the quarter, down 23% from the fourth quarter of 2023 and down 14% from the previous quarter.
- Cash balance was NOK 1 876 million at quarter end (Q4 2023: 3 363).
“I am pleased that our business results in 2024 maintained an upward trajectory. Since 2022 we have nearly doubled revenues, cut EBITDA losses by 60%, and significantly reduced cash burn,” says Håkon Volldal, President & CEO of Nel.
“We expect a stronger order intake this year compared to 2023 and 2024, and I am convinced Nel will end up as one of the winning electrolyser OEMs based on our strong legacy platforms and our breakthrough next-generation platforms,” says Volldal.
Nel reported revenues from customer contracts in line with the same quarter last year, while EBITDA improved by NOK 26 million compared to fourth quarter 2023 driven by higher revenues, solid gross margins on equipment deliveries and technology license milestone payments. The Alkaline division showed 10% revenue growth compared to the same quarter last year. The division also delivered positive EBITDA both for the quarter and FY at NOK 19 million and 127 million, respectively. PEM revenues from customer contracts in the quarter was NOK 153 million, down 12% compared to Q4 2023, while EBITDA from the division was NOK -22 million, an improvement from NOK -39 million for the corresponding quarter last year.
Following the spin-off of its former Fueling division (now Cavendish Hydrogen), the operational cash burn-rate has been significantly reduced, and the company is adapting its capacity utilization and the size of its organization to market demand, with some delays caused by implementation time. Furthermore, Nel will reduce investments by about 50% in 2025 compared to 2024. This can be achieved without compromising on technology investments and strategic position. The company already has significant annual production capacity available from the beginning of 2025 and can harvest prior investments.
The fourth quarter 2024 report and presentation are enclosed and available on newsweb.no (Ticker: NEL) and nelhydrogen.com. The presentation will be a virtual event only, followed by a Q&A session, and can be accessed on the company’s website www.nelhydrogen.com/quarterly-presentation/ or by following this link. A recording of the presentation will be made publicly available following the event.
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Norwegian electrolyser manufacturer Nel said today it is confident that major orders will materialise this year after a “disappointing” 2024, as hydrogen firms are securing equipment later in the project development process because of reduced concerns about availability.
Nel registered a higher order intake in January alone than in the final quarter of last year, chief executive Hakon Volldal said during the company’s results call today, adding that “2024 was a disappointment” but that “2025 is expected to be much better.”
Lupaa kyllä ihan hyvää.
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Itse asiassa mietin ihan samaa. Erittäin positiivista on jalat maassa oleva, realismiin jutun perustava johto. Eivät haihattele ja vastaukset kysymysosiossa tulevat kuin apteekin hyllyltä.
Muutama businessasia;
Olennaista on, että kapasiteetti on omissa käsissä. Laajennussuunnitelmat selvät, mutta vapaata kapasiteettia niin, että sujuva lisärakentaminen mahdollista sekä perussuunnittelu uuteen valmiina.
Vahva uusien tuotteiden suunnittelu. Rakennetaan oikeasti tulevaisuuden kilpailukykyä.
Suuri potentiaali esimerkiksi Intiassa. Reliancelta ei kassa lopu. Samoin Samsung on kova partneri. Saipemista en osaa sanoa. Tietysti USA ja Eurooppa tärkeitä.
Kassa kunnossa.
Tukiviidakko alkaa selkeytymään ja mahdollistaa nopeammat FIDit.
Mm. näiden perusjuttujen vuoksi uskon, että vuosi 2025 on jo parempi👍
Ps. Jos joku tuntee Saipemia, voisi kommentoida palstalle😀
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Noille ei riittänyt:
Kepler Cheuvreux sänker riktkursen för Nel till 2 norska kronor (2,50), upprepar minska
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No siellä on varmaan syvempää tietoa. Kuten tuossa aiemmin totesin, omasta mielestäni NELlin asema on nyt erilainen verrattuna aiempiin vuosiin. Mm. Fueling stationit ovat ulkona, kapasiteetin hallinta ja potentiaali ovat hyvät. Korea ja Intia tulevaisuuden alueet, kassa kunnossa ja vielä toistan tuon yritysjohdon…sillä on varmasti positiivinen vaikutus. 2025/2026 tilanne kääntyy ja suositukset sen mukana. Olen siitä melko vakuuttunut.
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Yksinkertaisesti, tämä on hyvä juttu;
OSE FILING
March 11, 2025 – Oslo, Norway
Nel ASA: Signs collaboration agreement and conducts private placement with SAMSUNG E&A
(March 11, 2025 - Oslo, Norway) Nel ASA (Nel, OSE:NEL) has signed an EPC collaboration agreement that allows SAMSUNG E&A to offer its customers complete hydrogen plants of its own design using Nel’s electrolysers. In a separate transaction, SAMSUNG E&A will purchase 10% of newly issued Nel ASA shares through a direct placement, implying a post transaction ownership of 9.1%. As a result of this transaction, SAMSUNG E&A will become the largest single shareholder in Nel.
Nel is a global leader within both alkaline and PEM electrolyser technology, working with clients both directly and through EPC partners. With the SAMSUNG E&A EPC collaboration agreement, Nel continues to widen its global delivery capabilities and strengthen its overall competitiveness.
“Our strategy is to focus on electrolyser stack and balance of stack technology. Therefore, we need to work with EPC companies who can provide balance-of-plant solutions and increase our global market reach. It is an honor that a highly reputable and solid company like SAMSUNG E&A has decided to partner with Nel because of our technology and manufacturing leadership” says Håkon Volldal, President and CEO of Nel ASA.
SAMSUNG E&A, formerly Samsung Engineering, is a Korean total solutions provider, that offers comprehensive solutions for the global energy industry. The company provides a full range of engineering services including feasibility studies, design, procurement, construction, and commissioning across multiple industries with a special focus on smart manufacturing, energy systems, and infrastructure. The company is already involved in several large-scale hydrogen projects globally.
“SAMSUNG E&A will provide integrated electrolyser solutions with competitive value and bankability to green hydrogen project owners with Nel. Green hydrogen is a core technology in clean tech with carbon-neutral technologies and has a high value not only as itself but also as a basic ingredient for green ammonia, green methanol, SAF, and e-fuel,” says Hong Namkoong, CEO of SAMSUNG E&A.
"Nel is a market-leading electrolyser company and the only company that has competitive technology in both Alkaline and Proton Exchange Membrane electrolyser with a 100-year history. We are very glad to announce our partnership with Nel”, Namkoong says.
The collaboration agreement will enable SAMSUNG E&A to develop and offer its customers complete design packages for hydrogen plants based on Nel’s Alkaline and PEM electrolysers. In addition, the two companies will work on a larger consolidated Balance of Stack (BoS) system for Nel’s Alkaline electrolysers.
In a separate transaction, Nel ASA will issue 167,132,530 shares to SAMSUNG E&A for NOK 2.1125 per share, representing the arithmetic average of the last seven-day volume weighted average prices as of March 10th 2025, for a total, all cash, consideration of about NOK 353 million. The transaction is subject to approval by the Board of Directors pursuant to an authorization to increase the share capital granted by Nel ASA’s annual general meeting held on 23 April 2024. Post transaction, SAMSUNG E&A will have a 9.1% shareholding in Nel ASA. SAMSUNG E&A has agreed to a two-year lock-up and standstill arrangement subject to customary exceptions. The Nel ASA Board of Directors is supportive of SAMSUNG E&A nominating a member to Nel’s Board of Directors for the upcoming 2025 Annual General Meeting. Morgan Stanley & Co. International plc acted as financial advisor to Nel ASA in connection with the private placement.
“We appreciate the commitment SAMSUNG E&A demonstrates to the future success of our partnership by becoming a cornerstone investor in Nel,” Volldal says.
“SAMSUNG E&A is currently securing hydrogen and carbon-neutral technologies through strategic investments and partnerships to commercialize new technologies and build a technology licensing model. The company is now also exploring new market opportunities based on business development with flagship projects where we work to expand the business model from primarily EPC to more technology-based," Hong Namkoong says.
ENDS
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Shorttimäärä on suuri, yllätyksettömästi tänään on squeeze -painetta tässä Norjan shortatuimmassa osakkeessa.
Shortattuja osakkeita on kappalemääräisesti niin paljon että kun se suhteutetaan keskimääräiseen päivittäiseen vaihtoon, saavat shorttaajat takoa pitkää päivää seuraavan kuukauden mikäli mielivät sulkea positiot. Yrittävät siis varmaan kääntää kelkkaa nykyisestä +30 %:n noususta toiseen suuntaan.
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** Nordea analyst Andreas Nibe Nygård says, “We think this is positive for Nel as a cornerstone investor has long been needed in the company”
** Adds orders will likely come in from Samsung soon
** Elliott Jones from Danske Bank says investment takes Nel’s cash balance to over NOK2 bln, buys co another 5 months of cash runway
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Tässä yksi juttu yhteistyökumppani Saipemista. Kelluvaa tuulivoimaa;
Saipem at KEY - The Energy Transition Expo 2025, Rimini – Italy.
During this three-day event, we had the opportunity to connect with industry leaders, investors, and developers, driving forward the conversation on offshore renewables and energy transition solutions.
At the conference sessions, our experts shared key insights into the future of floating offshore wind and solar energy, contributing to the dialogue on innovation and sustainability.
A highlight of the event was our workshop, where we welcomed distinguished guests to explore the prospects, challenges, and opportunities for floating wind power in Italy. During the panel, we proudly presented #STAR1, our proprietary floating wind technology featuring a DNV-certified design.
A special thank you to Divento Energia, DNV - Energy Systems, and all the industry players who participated in our workshop on STAR1 and the evolving landscape of floating wind in Italy. Together, we’re shaping the future of sustainable energy.
#Saipem #EngineeringForASustainableFuture #KEY2025
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