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Burckhardt Compression – Figures indicate a continuation in positive development

Burckhardt Compression – Figures indicate a continuation in positive development

EuroIt’s been over a year now since Burckhardt Compression has been discussed here. In the meantime, the share price rose from 300 CHF to over 500 CHF, with a reaction (profit-taking?) occurring only recently. Shares will continue to move in accordance with the figures and prospects: Order volume rose sharply by 44.3 percent from the previous year to 1 billion CHF. Turnover in 2021 amounted to 650.7 million CHF and is to reach (planned) 720 to 760 million CHF this year, far outpacing the 700 million CHF originally targeted. Shareholders can rejoice, as they will see a planned 15.4% dividend increase to 7.50 CHF, if the proposal of the board is accepted. Basis is an increase in earnings per share to 14.82 CHF from 13 CHF, which corresponds to an impressive payout ratio of nearly 50 percent. Especially from markets related to hydrogen, great growth opportunities are expected. With 242.9 million CHF in equity and thus a ratio of 29 percent, the company is well positioned. (more…)

Bloom Energy – Very satisfying investor day

Bloom Energy – Very satisfying investor day

250-kW station at American broadcast company NBC, © Bloom

250-kW station at American broadcast company NBC, © Bloom

The future prospects of Bloom are fully intact and unchanged (over 30% growth p. a.) and allow for a very positive outlook: for 2022, over 1.1 billion USD turnover, cash flow positive, gross profit margin of 24% and on the way to the profit zone with strongly increasing backlog of orders and new complementary fields of activity (e.g. electrolysis). The first quarter, with a turnover of 201 million USD and a stated loss of 78.4 million USD (contains 26.3 million USD stock-based compensation), or minus 0.44 USD per share (GAAP), was disappointing at first glance. Large material deliveries to key customer SK ecoplant in South Korea was one reason for it. (more…)

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NWS gets a navigation post

NWS gets a navigation post

Never before has there been so much talk about hydrogen. And, accordingly, many questions. In order to be able to answer at least some of these questions, the German government has now established a Lotsenstelle Wasserstoff (hydrogen navigation post) to inform inquirers particularly about the support offers of the federal government. (more…)

News on the H2 regulations by the DVGW

News on the H2 regulations by the DVGW

Connection for a mobile pig trap of the H2 pipeline in Falkenhagen, © Dr. Klaus Steiner

Connection for pig trap of the H2 pipeline, © Dr. Klaus Steiner

The tasks of grid operators include, on the one hand, the safety-oriented design of the gas infrastructure and, on the other hand, guaranteeing the proper functioning and operational reliability of the gas networks over their lifetime of use. Network operators ensure this by adhering to the requirements in the technical regulations of the DVGW, the German association for gas and water standards (Deutscher Verein des Gas- und Wasserfaches e.V.), for all gases in accordance with reference sheet (Arbeitsblatt) G 260. Which now also includes hydrogen. With the publishing of the new Energiewirtschaftsgesetz (German energy industry law, EnWG) in August 2021, the DVGW also became responsible for establishing the technical rules and requirements for the supply of hydrogen by pipeline to the general public. On the one hand, this is a leap of trust in the expertise of the gas industry and, on the other, an impetus to further develop the regulatory framework especially for hydrogen. (more…)

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NWS gets a navigation post

Time to do right by future generations

Dear Readers!

We could have had it so much easier. Everything we need today, we could have built and prepared long ago. But we knew, or at least suspected, that it might eventually come to this. The Club of Rome had prophesied exactly this scenario already fifty years ago. (more…)

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