+49 (0)33055-21322

info@h2-international.com

Contact

Nikola Motors – competition is good for business

Nikola Motors – competition is good for business

by | Jul 21, 2021 | Europe, Germany, North America, worldwide

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.

(more…)
Nikola Motors – uncertainty is waning

Nikola Motors – uncertainty is waning

by | Apr 14, 2021 | Germany

Historical prices for Nikola Motors since 2020 - Wallstreet
© www.wallstreet-online.de

There are two sides to every story. And that’s very much the case with the planned cooperation with General Motors, GM, and the cancellation of 2,500 battery electric refuse trucks for Republic Services which turned out to be rather fortuitous in retrospect. In the GM scenario, Nikola would itself have had to spend over USD 700 million on tools, among other things. The participation of GM with USD 2 billion as a “valuable consideration” would have resulted in a dilution of the number of issued stocks.

(more…)
Plug Power – positioning under way but analysts disunited

Plug Power – positioning under way but analysts disunited

by | Apr 14, 2021 | Germany

Historical prices for Plug Power since 2006 - Wallstreet
© www.wallstreet-online.de

Plug Power [Nasdaq: PLUG] has undergone one financing round after another, with a third bought deal sandwiched in between, this time to the tune of more than USD 1.7 billion. What’s more, the South Korean SK Group has promised to put up USD 1.6 billion in return for a 9.9 percent ownership stake in the company, an investment that will also form a basis for a joint venture between the two corporations. And if that’s not enough, Plug, which is headquartered in the U.S., intends to fit out delivery vehicles for France’s Renault Group. Plus, the company has been busy buying in top talent for its management team. That’s the good news.

(more…)
Nikola Motors – competition is good for business

Nikola Motors – GM bows out

by | Jan 21, 2021 | Germany

The hammer fell on Nov. 30, 2020. General Motors will not buy into Nikola. But according to the new memorandum of understanding, GM still wants to work with Nikola on battery and fuel cell technology. Consequently, the Badger pickup truck will not emerge from GM’s assembly line as planned. And the originally projected USD 2 billion investment is also rendered moot. As a result, Nikola stock plummeted.

(more…)
A new dawn for hydrogen

A new dawn for hydrogen

by | Jan 20, 2021 | Germany

Hydrogen charging station from ITM Power
Solar-Hydrogen-Station © ITM Power

Fuel cell and hydrogen stocks are riding a wave of popularity as a new megatrend sweeps the market. So far, every single one of these stocks has exceeded expectations. But how long will the love affair between investors and the industry last? Will analysts and shareholders use new methods to evaluate business models, prospects, backlogs, submarkets and revenues, and, above all, the potential for profit? And will the market separate the wheat from the chaff? I’d say yes, that will definitely happen.

(more…)