Nel ASA « Terug naar discussie overzicht

NEL ASA 2021

3.100 Posts, Pagina: « 1 2 3 4 5 6 ... 45 46 47 48 49 50 51 52 53 54 55 ... 151 152 153 154 155 » | Laatste
Sjaak90
0
quote:

RW1963 schreef op 24 maart 2021 17:33:

[...]

I hope so, het is genoeg geweest.
De andere aandelen die jij noemt heb ik ook. Dus hopelijk heb jij succes dan heb ik het ook. De laatste tijd zijn geen prettige tijden. Voor Affimed wil ik een uitzondering maken.
Istie weer hoor. Hoe smaakt dat bekertje azijn in de morgen? Misachien ook eens nemen
cdbe
1
Nel ASA: Signs MoU with Haldor Topsoe for delivery of end-to-end green ammonia and methanol solutions
(Oslo, 25 March 2021) Nel ASA (Nel, OSE:NEL) has entered into an MoU with Haldor Topsoe with the intent to offer customers end-to-end green ammonia and methanol solutions, based on globally leading technologies from the two companies.

"We are very excited to join forces with Haldor Topsoe for possible future development of end-to-end green ammonia and green methanol solutions to customers, both which are widely regarded as important carbon free fuels and energy carriers for the future. This is a market that is expected to grow significantly in the years to come and we look forward to working with Haldor Topsoe to deliver complete solutions to customers, based on demonstrated technologies available today” says Jon André Løkke, CEO of Nel ASA.

Under the MoU, Nel will bring extensive experience within alkaline and PEM electrolysis technology and proprietary hardware, as well as system engineering for the hydrogen production. Haldor Topsoe will supply engineering, proprietary hardware, catalyst and technical service for its ammonia and methanol technologies.

“We are very pleased to take the next step in our excellent relation with Nel. Together, we can offer end-to-end renewable electricity to green ammonia and green methanol solutions based on the most reliable technologies available today. Driven by our vision to be recognized as the global leader in carbon emission reduction technologies by 2024, we are excited to offer innovative and attractive low-carbon solutions to our customers. This cooperation speaks directly to our customers’ needs as we see massive interest from the market requesting basic engineering, license, and process guarantee in one package,” says Amy Hebert, Chief Commercial Officer of Haldor Topsoe.

The MoU is a non-exclusive agreement that will serve as a basis for further development of a collaboration agreement which is expected to complete later this year.
Matsversch
0
Nel ASA: Annual Report and Sustainability Report 2020

(Oslo, 25 March 2021) Nel ASA (Nel, OSE:NEL) has published its Annual report and Sustainability report for 2020. This is the first Sustainability Report published by Nel, in accordance with GRI Standards, supplemented by considerations found in TCFD and Euronext guidelines.

The reports are attached to this stock exchange notice and published on www.nelhydrogen.com.

Veel nieuws in de mail vandaag
Generale meeting 2021 is ook midden april!
14 of 16 dacht ik.

Groene dag?
RW1963
0
quote:

Sjaak90 schreef op 25 maart 2021 07:12:

[...]

Istie weer hoor. Hoe smaakt dat bekertje azijn in de morgen? Misachien ook eens nemen
Alles goed met jou vriend ;-)
Rotel74
0
2020 Highlights• Revenue and other operating income increased by 14 % from 2019 to 2020, despite being negatively impacted by global travel restrictions and extraordinary measures related to the Covid-19 pandemic which have impacted progress on customer/partner dialogue, order intake, installation, commissioning, and production efficiency.• Record-high order backlog at end of 2020 of NOK 981.1 million, up 91 % from 2019.• Year-end cash balance of NOK 2 332.9 million (2019: 526.0).• Signed framework agreement with Lhyfe for delivery of up to 60 MW of alkaline electrolysers in France. The framework agreement follows an NOK 10 million purchase order for an alkaline electrolyser• Received purchase order from Nikola Corporation, with a value of more than NOK 280 million, for 85 MW alkaline electrolysers related to the deployment of the world’s first 8 ton/day hydrogen fueling stations.• Received purchase order for 20 MW alkaline electrolyser from Everfuel A/S for the green hydrogen production facility adjacent to the Frederica refinery in Denmark with a value of about NOK 75 million.• Received several purchase orders for PEM electrolyser stacks for the U.S. Navy, bringing total booked orders from this customer with a value of more than NOK 85 million in 2020.• Selected as preferred supplier and signed a memorandum of understanding (MoU) with Iberdrola for a 20 MW PEM solution for a green fertilizer project in Spain. The hydrogen plant is scheduled to commence operations in 2021.• Awarded a NOK 38 million grant by the US Department of Energy (DOE) for development of advanced components and manufacturing methods to enable low-cost hydrogen from electrolysis.• Received purchase order for multiple H2Station™ units from Iwatani Corporation of America with a value of more than NOK 150 million.• Received purchase order from Hydrogen Energy Network Co., Ltd. (HyNet) for three additional H2Station® hydrogen fueling stations in South Korea with a value of about NOK 42 million.• Completed successful private placements and subsequent offering, raising NOK 2 383.3 million in gross proceeds. SUBSEQUENT EVENTS• On January 14, 2021, following the MoU signed in 2020, Iberdrola issued a purchase order for 20 MW PEM electrolyser for the green fertilizer project in Spain with a value of NOK 140 million.• On January 21, 2021, Nel launched a target for producing green hydrogen at 1.5 USD/kg target by 2025, to outcompete fossil alternatives, on its first ever Capital Markets Day.• On February 24, 2021, a private placement of 49.5 million new shares was completed, at a price per share of NOK 24.75, raising NOK 1 225.1 million in gross proceeds.KEY FIGURESKEY FIGURES202020192018Revenue and operating income651.9569.7489.0Total operating expenses1 066.4823.3685.1EBITDA-251.5-178.1-131.6Operating loss-414.5-253.6-196.1Pre-tax income (loss)1 245.5-277.2-197.5Net income (loss)1 261.9-269.7-188.8Net cash flow from operating activities-215.9-199.7-142.8Cash balance end of period2 332.9526.0349.7Report from the Board of DirectorsNel ASA I Annual report 20209
Rotel74
0
Financial developmentIncome statementNel reported revenue and operating income in 2020 of NOK 651.9 million, up 14.4 % from NOK 569.7 million in 2019. The growth can mainly be attributed to Nel Hydrogen Fueling’s revenue increasing 30%. Fueling constituted 48% of Nel’s total revenue in 2020, up from 43% in 2019. At the end of 2020, Nel had a record-high order backlog of approximately NOK 981 million, up 87% from NOK 526 million in 2019. The backlog only includes firm purchase orders with agreed price, volume, timing and terms and conditions.Raw materials expenses totalled NOK 394.0 million (342.4), an increase of 15.1% from 2019. The increased raw materials are related to the 11.4 % increase in revenue from contracts with customers and is also affected by increased costs from project execution in the Fueling and Electrolyser divisions. Personnel expenses amounted to NOK 329.4 million (243.2), the 37.4 % increase compared to 2019 is explained by a higher number of employees, up from 310 employees by the end of 2019 to 393 at the end of 2020. Other operating expenses amounted to NOK 180.0 million (162.2). The high level of personnel and other operating costs are the results of Nel’s strategic decision to pursue growth and higher activity levels. Costs for the share option program, which are included in personnel expenses, were NOK 8.6 million in 2020 compared to 10.3 million in 2019.EBITDA ended at NOK -251.5 million (-178.1), negatively impacted by ramp up costs. Nel’s customer projects often include new geography, customer segments, technological components and/or products leading to additional costs and risk.Depreciation, amortisation and impairment increased to NOK 163.0 million (75.5), mainly driven by impairment of intangible assets of NOK 58.9 million (NOK 38.0 mill in RotoLyzer® technology and NOK 20.9 million in other technology development in Electrolyser Norway where we no longer expect to complete the development).The operating loss amounted to NOK -414.5 million (-253.6).Net financial items amounted to a gain of NOK 1 660.0 million (-23.6) and were driven by a positive fair value adjustment of shareholdings in Everfuel and Nikola, with NOK 1 531.8 million (a value of NOK 125.00 per share as of December 31, 2020) and NOK 100.2 million (a value of USD 15.26 per share as of December 31, 2020), respectively. Pre-tax income totalled NOK 1 245.5 million (-277.2) and the net income for the year was NOK 1 261.9 million, compared to a loss of NOK -269.7 million in 2019.Financial positionTotal assets were NOK 6 136.7 million at the end of 2020, compared to NOK 2 430.7 million at the end of 2019. Total equity was NOK 5 468.3 million. Thus, the equity ratio was 89 percent.Cash flowNet cash flow from operating activities in 2020 was NOK -215.9 million, compared to NOK -199.7 million in 2019. The development is mainly due to higher personnel expenses driven by increase in full time employees. Net cash flow from investing activities was NOK -294.4 million (-134.1). Nel has purchased property, plant and equipment for NOK 148.5 (49.9) million in 2020, mainly related to the expansion at Herøya, Norway, in the electrolyser division.Nel’s cash balance at the end of 2020 was NOK 2 332.9 million. The increase from end of 2019 is mainly due to raising net proceeds of NOK 818.8 million and NOK 1 265.5 million from the share capital increase in January and June, respectively. This is partly offset by negative cash flow from operations and investments.10Report from the Board of Directors
Rotel74
0
SegmentsNEL HYDROGEN ELECTROLYSERFinancial reviewAmounts in NOK million20202019Revenue and operating income337.53 2 7. 4EBITDA-84.2- 4 7. 7Total assets1 256.31 108.1Number of employees179148Revenue and operating income increased by 3 % from 2019. Revenue from Norway increased by 36 % due to higher sales of alkaline electrolysers and recognition of NOK 18.7 million in grants related to the RotoLyzer® technology. Increased revenue from Norway is offset by 5 % decreased revenue from US and its related PEM electrolysers. Nel Hydrogen Electrolyser has been particularly negatively impacted by the general business slow down and delay in closing orders resulting from Covid-19.EBITDA was NOK -84.2 million in 2020, positively impacted by NOK 18.7 million amortisation of received technology development grants, but overall a decrease from NOK -47.7 million in 2019. The reduction of NOK 36.5 million was mainly due to ramp-up costs and slightly lower margins in Norway and US as well as a general negative impact on operations due to Covid-19.Total assets have increased by 13 % from 2019, which is mainly related to investments in the new manufacturing facility at Herøya, Norway, and increased inventories.Headcount in Nel Hydrogen Electrolyser has increased from 148 employees by the end of 2019 to 179 at the end of 2020, driven by an increase in project and production personnel.DEVELOPMENT AND KEY PROJECTSLarge purchase order from Nikola CorporationIn June 2020, Nel Hydrogen Inc., a wholly owned subsidiary of Nel ASA, received a purchase order (“PO”) from Nikola Corporation (Nikola) for 85 MW alkaline electrolysers related to the deployment of the world’s first 8 ton/day hydrogen fueling stations. The PO has a value in excess of NOK 280 million and is included in the company’s order backlog. The joint development program of the fueling station continues, but the process and implementation has been delayed by strategy reviews and other Covid-19 related factors incl. severe travel restrictions. Green production facility in DenmarkNel received purchase order for 20 MW electrolyser with Everfuel A/S for the green hydrogen production facility adjacent to the Frederica refinery in Denmark with a value of NOK 75 million.Grant awarded to develop a novel electrolyser stackNel has been awarded a NOK 38 million grant by the US Department of Energy (DOE) for development of advanced components and manufacturing methods to enable low-cost hydrogen from electrolysis.Framework agreement with LhyfeNel has entered into a framework agreement for the delivery of up to 60 MW of electrolysers to Lhyfe Labs SAS (Lhyfe) in France.The framework agreement follows a NOK 10 million purchase order for an A150 alkaline electrolyser in March 2020, which will be used to produce green hydrogen for a fleet of buses in Bouin, France. The agreement covers 20 additional electrolysers, equal to around 60 MW, intended to be purchased over the next 4 years under similar terms and conditions.New manufacturing facility, Herøya, NorwayNel is expanding electrolyser production to accommodate large-scale projects by constructing a fully automated manufacturing facility at Herøya, Norway. This factory will represent the first industrial-scale production of the most efficient electrolysers on the market, at a game-changing low cost. The amount of expenditures recognised in the carrying amount for Herøya expansion in the course of construction is NOK 114.0 (13.8) million as of 31 December 2020. Total contractual commitments beyond 2020 for the acquisition of physical components related to the Herøya expansion in the Electrolyser division are NOK 171.6 million. The manufacturing facility is scheduled to have its test phase during Q2 2021 and ramp up phase in Q3 2021
RW1963
0
quote:

Sjaak90 schreef op 25 maart 2021 07:12:

[...]

Istie weer hoor. Hoe smaakt dat bekertje azijn in de morgen? Misachien ook eens nemen
Sjaak90
24 december 2020 10:30
Fijne dagen allemaal. Met een GAK dit jaar van 8nok mag ik zeker niet klagen.
Op naar de 50


Ik hoop dat uiteraard ook vriend ;-)
[verwijderd]
0
Eric61
2
Zullen we maar weer een muziekje opzetten.

Koersdoel NOK 40 blijft staan voor mij dus wees geduldig en je hebt geen verlies wanneer je wacht.

Hoop ik :-)
'belegger''
1
quote:

Cosy schreef op 25 maart 2021 12:13:

Heb je ook een samenvatting ??
Heb je er zelf al naar gekeken?

Laat ik er een paar cijfers uitpakken, waarbij ik 2020 afzet tegen 2019. De omzet is met 14% gestegen, maar het operationeel verlies is ook met 63% opgelopen. Het nettoverlies is omgeslagen naar een winst van NOK 1.3 miljard en dat komt doordat het aandeel van NEL in Everfuel meer waard is geworden, voor een kleiner bedrag geldt hetzelfde bij Nikola.

Voor de operatie geven de kasstromen een wat beter beeld. Daar kun je zien dat de operationele kasstromen nog altijd negatief zijn, maar dat dit met 8% is opgelopen. Ondertussen is er 120% meer geld naar investeringen gegaan.

Met een omzetstijging van 14% ziet die 8% meer negatief uit de operatie er al iets beter uit dan die 63%. Dat komt doordat in het resultaat het begrip operatie ruimer wordt opgevat. Bij de kasstromen zie je (zoals gebruikelijk) een mooie splitsing tussen operatie, investeringen en financiering. Daarom is het altijd goed om dit overzicht er ook even bij te pakken.

De cijfers moet je natuurlijk afzetten tegen de verwachting van de markt en in hoeverre dat al zat verwerkt in de prijs.

Je hoeft je niet te laten intimideren door lijvige rapporten. Wat ik hier doe, kun je ook toepassen bij andere bedrijven. Natuurlijk, als je dit aan 10 mensen vraagt krijg je 10 meningen. Succes.
Eric61
0
Hele duidelijke visie en er van uitgaande dat waterstof veel gebruikt gaat worden zitten wij er goed bij.
Eric61
0
4finance
1
quote:

RW1963 schreef op 24 maart 2021 17:33:

[...]

I hope so, het is genoeg geweest.
De andere aandelen die jij noemt heb ik ook. Dus hopelijk heb jij succes dan heb ik het ook. De laatste tijd zijn geen prettige tijden. Voor Affimed wil ik een uitzondering maken.
@RW1963, misschien moet jij maar eens stoppen met beleggen. Je jankt de hele boel bij elkaar als het even tegen zit. Zet je geld op een spaarrekening. Dat geeft je rust.

RW1963
0
quote:

4finance schreef op 25 maart 2021 17:38:

[...]

@RW1963, misschien moet jij maar eens stoppen met beleggen. Je jankt de hele boel bij elkaar als het even tegen zit. Zet je geld op een spaarrekening. Dat geeft je rust.

Amen. Ik heb alle gekochte aandelen NEL nog steeds! Janken? Nee hoor, wel af en toe teleurgesteld.
Eric61
0
Uiteraard vind ik mij zelf een flink tikketje dom dat ik net als vorig jaar eind Jan begin Feb niet alles verkocht heb ( op Enbridge na maar dit is mijn dividendaandeel) om later een heleboel %tjes lager terug te kopen. De grafieken gaven heel duidelijk aan dat er een berg lucht in de koers zat maar als ik nu naar de 5 jaargrafiek kijk maak ik mij niet heel druk. Helaas vind ik mijzelf niet kansloos om onder de 21 kronen te kopen bij een emissie. We zullen wel zien.

Goed weekend
Katsjinggg
2
* Nel ASA : Barclays initiates coverage with overweight rating; target price NOK 40.5
* Nel ASA : Barclays starts with overweight rating; price target NOK 40.5

EUROPE RESEARCH ROUNDUP
Bron: Reuters
3.100 Posts, Pagina: « 1 2 3 4 5 6 ... 45 46 47 48 49 50 51 52 53 54 55 ... 151 152 153 154 155 » | Laatste
Aantal posts per pagina:  20 50 100 | Omhoog ↑

Meedoen aan de discussie?

Word nu gratis lid of log in met uw e-mailadres en wachtwoord.

Direct naar Forum

Detail

Vertraagd 2 feb 2024 09:16
Koers 5,668
Verschil 0,000 (0,00%)
Hoog 0,000
Laag 0,000
Volume 0
Volume gemiddeld 0
Volume gisteren 21.963

EU stocks, real time, by Cboe Europe Ltd.; Other, Euronext & US stocks by NYSE & Cboe BZX Exchange, 15 min. delayed
#/^ Index indications calculated real time, zie disclaimer, streaming powered by: Infront