Investors at the stock exchange are betting on good instincts regarding companies, industrial branches and, above all, those shares that in the future will determine development and have an above-average growth. These companies must and should be excellent at earning money, which is a clearly defined criterion for an increase in stock market valuation. In … Read more
The outlook that CEO K. R. Sridhar gave at the press conference on the figures for the third quarter of 2022 sparkled with optimism for the company. The total output capacity in SOFC fuel cell stacks would reach 600 MW within the year. The capacity of the electrolyzers would lie at 1.3 GW that year. Both figures … Read more
Ballard Power is positioning itself as a leading player in the use of fuel cells in the transportation sector. The Canadian company wants to occupy a top position in the new megatrend and expand it to benefit from the tremendous growth expected in the coming years (orders and scaling = revenue and profit). As outlined … Read more
An astounding share price increase – from around 300 to over 520 CHF – we’re seeing for specialist in reciprocating compressors Burckhardt Compression, where I was still calling for rebuys a few months ago after the price slump. This is a company, though, whose shares are in a really narrow market, which is why they should … Read more
Cummins has supplied the company Atura Power with a 20-MW PEM electrolyzer for its Niagara Hydrogen Centre in Niagara Falls, Ontario. The electrolyzer is to go into operation at the beginning of 2024 and produce green hydrogen, for supply to industrial customers, with the help of hydropower. The share price has had good development recently. … Read more
“We are working diligently through our filings to target the Nasdaq deadline of 2/13/2023. We look forward to updating the investor community in due course” was the statement from Hyzon. This presumably means that Nasdaq has accommodated the company’s schedule by giving this deadline and with it given Hyzon Motors time to provide clarity. Prior … Read more
Nikola has lowered its targets for year 2022: Instead of 300 to 500 battery-electric trucks in 2022, it will now be 120 to 170 units in the fourth quarter, so the total number will be well under 300. The reason: Nikola wants to slow down production in order to get a better grasp on the … Read more
The Olympic flame is to burn with hydrogen for the first time at this Olympics. H2 gas is already being used in the “baton”, which is modelled on a cherry blossom, during the torch relay – at least on some stages. The green hydrogen needed comes from Fukushima. An official from Japan’s energy agency said: “This will raise public awareness of the important role hydrogen is to play in the future.”
Investment bank J. P. Morgan’s analyst meeting with KR Sridhar, Bloom Energy’s chief executive, on May 26 revealed bright prospects for the company. When one analyst asked by how much Bloom wants to grow in the near future – if it aims for a rate of 20 percent to 25 percent annually – Sridhar replied the target is rather 30 percent a year over a long period of time. He based his assessment on an analysis of the company’s advanced technology, IP portfolio, markets and applications, as well as its competitive position, expertise and experience.
It seems like Nikola Motors [Nasdaq: NKLA] was able to stop the bleeding of the past few months. The stock is rising again. Up to 30 million shares are now traded each day, a comparatively high volume for the company. The new-found optimism among investors seems to stem from reports about Nikola’s recent progress in meeting its targets. Construction of the Arizona factory is well underway. Then there are new production facilities being built in Ulm, Germany. And another boost for the stock came when competitor Daimler Truck announced its intention to have 5,000 hydrogen-fueled heavy-duty vehicles on the road over the next few years, with business partner Shell providing the fueling infrastructure. Sounds a lot like Nikola’s business model, the difference being that Nikola will produce its own hydrogen, and be able to keep the revenue, instead of outsourcing the task to another company.