Nikola Corporation

NIKOLA Badger havaittu Nikolan päämajassa.
Saivat prototyypin ilmeisesti tehtyä. Tarina ei kerro onko BEV / FCEV vai peräti mäkiauto.
Mäyrä tuolla kuvassa takana.

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https://twitter.com/nikolamotor/status/1382276674264260608?s=19

https://nikolamotor.com/press_releases/nikola-iveco-and-oge-announce-intent-to-accelerate-the-deployment-of-hydrogen-infrastructure-and-fueling-solutions-116

  • The collaboration is expected to enable cost-effective distribution of hydrogen from production to storage and fueling locations in Germany to serve industry needs
  • Nikola will lead the installation of hydrogen fueling locations for all OEM FCEVs at key locations supported by OGE’s hydrogen delivery systems
  • The parties will collaborate with the intent to increase the availability of FCEVs and the necessary infrastructure required to operate trucks using hydrogen fuel
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Eli vähän pitää mennä vielä alaspäin :grimacing:. Vitsit vitseinä, mutta nyt alkaa olemaan ihan pelilappu. Riippuu toki Trevorin liikkeistä (eikös hänellä vielä lappuja aika paljon ole) Mitkä fiilikset muilla?

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Mikä on Nikolan valuaatio? Rakentavat tehdasta, mutta mitään kehitystä ei ole infraprojektista. Tai ainakaan siitä ei kuulu uutisia. Raha palaa kassasta tehtaan rakennukseen yms ja kohta pitäisi varmaan hakea markkinoilta uutta rahaa. Ei taida onnistua ilman, että jotain konkreettista tapahtuisi? Sen vuoksi markkinat on jo luovuttanut (hinnan perusteella)?

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Tuossa höpinää eiliseltä päivältä saksasta. Jotain viritystä tankkauksen suhteen. Nikola und Iveco planen H2-Infrastruktur in Deutschland - electrive.net

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Tuon luinkin jo aikaisemmin, mutta vaikutti melko erilaiselta vrt jenkkisuunnitelmiin liisauksesta yms.

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Euroopan kuvion pitääkin olla erilainen… mutten kyllä tuolle uutiselle paljon painoa anna nikolaa ajatellen. Enempi mietin tuon uutisen kautta Euroopan Nel kuviota.

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https://finance.yahoo.com/news/nikola-energy-travelcenters-america-deploy-120000533.html

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Haastattelussa Pablo Koziner

Laitetaan tännekkin, tankkeja tilaukseen:

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https://nikolamotor.com/press_releases/nikola-corporation-announces-time-change-for-first-quarter-2021-results-and-webcast-webcast-to-occur-on-friday-may-7-at-930-a-m-et-119

What: Date of Nikola Q1 2021 Financial Results and Q&A Webcast
When: Friday, May 7, 2021
Time: 9:30 a.m. ET (6:30 a.m. PT)
Webcast: Events - Pushing the Boundaries of Possibility (live and replay)
An archived webcast of the conference call will be accessible from the Investor Relations section of the company’s website Events - Pushing the Boundaries of Possibility.

Että sillälailla!

Maksumuurin takana. Tuossa kuvassa kaikki, mitä näkyy ilman tunnuksia.

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https://nikolamotor.com/press_releases/nikola-and-total-transportation-services-inc-sign-loi-for-100-nikola-trucks-120?utm_source=twitter&utm_medium=social&utm_campaign=ttsi_release

The collaboration includes vehicle trials and a Letter of Intent (LOI) to order 100 Nikola Class 8 battery-electric vehicle (BEV) and fuel-cell electric vehicle (FCEV) semi-trucks. The collaboration is subject to negotiation and execution of definitive documentation acceptable to the parties.

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Tulee olemaan kyllä tärkeä ER Nikolan kannalta. Edellisestä osarista käytännön pulkkamäkeä alaspäin yhteen menoon ja johto yrittää varmaan kannatella yhtiön menestystä/saavutuksia BEV:in varaan.
Kuitenkin markkinoiden täytyy odottaa uutisia vetyinfran ja -rekkojen tilanteesta, samoin kassavarat on varmasti syynissä. Vaikea sanoa, miten alas kurssi voi romahtaa, jos edellinen 9.37 ei pidä.

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“As of today, we have completed eight of the nine trucks, with the ninth scheduled to be completed by May 10. Three trucks from the second batch of nine are at Nikola’s headquarters in Arizona, one is in Indiana for crash testing, and four are in transit to the HQ in Arizona. We anticipate that the four trucks in transit, in addition to the ninth truck being completed, will arrive at our HQ by the end of May.”

The company sees Arizona vehicle trial production starting as early as July.

Looking ahead, Nikola sees breaking ground on its first commercial hydrogen station and delivering the first Nikola Tre BEVs to customers in Q4.

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Tarina jatkuu

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Nikola Corporation (NKLA) Mark Russell on Q1 2021 Results - Earnings Call Transcript

Turning to the balance sheet, we ended the first quarter with $763.8 million of cash and cash equivalent. We have no debt outstanding as of March 31 aside from our Phoenix headquarters lease obligation

Our capital investment plans include phase one Coolidge manufacturing plant and equipment, supplier tooling, hydrogen infrastructure, and fuel cell electric vehicle engineering equipment. As we continue to move forward and execute on our business plan, we look forward to achieving the following milestones in 2021. Start of the vehicle trial production at the joint venture manufacturing facility in Ulm, Germany in June 2021. Start of vehicle trial production at the Greenfield manufacturing facility in Coolidge, Arizona in July 2021. Break ground on our first commercial hydrogen station, announced additional hydrogen infrastructure and ecosystem partners, announced additional fleet testing customers and deliver the first Nikola Tre BEV to customers during the fourth quarter of 2021.

We actually had fleets in here to our Phoenix headquarters and on our local Phoenix test track this week. We had 25 fleets represented in our customer days this week that came in and actually had a chance to ride in the trucks look under the hood, as metaphorically speaking and have some technical presentations

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Fool Live video clip, recorded on April 28 , Chief Growth Officer Anand Chokkavelu along with Fool.com contributors Matt Frankel, CFP, and Jason Hall discuss why Nikola (NASDAQ:NKLA) and SolarEdge Technologies (NASDAQ:SEDG) could be interesting EV plays to put on your radar.

The bottom line is that electric doesn’t get there for a lot of the applications for heavy trucking today. It just doesn’t exist. That’s why hydrogen is really interesting in this space.

Another thing too, this is about a $5 billion company, and it could be zero, because they don’t have a business yet. But really, it’s not competing with General Motors (NYSE: GM). It’s not competing with Ford and Tesla (NASDAQ: TSLA). It’s competing with companies like PACCAR (NASDAQ:PCAR). That’s about a $30 billion company that owns Peterbilt and Kenworth. It’s competing with Navistar (NYSE:NAV). It’s competing with Volvo trucks, so that owns Mack trucks and the Volvo (OTC: VOLVY) trucks. That’s where this company is going. It’s more about the dollars and cents and meeting the application needs.

At five billion, believe it or not, it’s on the lower end of valuations in the space, if it does fulfill its promise.

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