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Nikola Motors – Founder still wreaking havoc

Nikola Motors – Founder still wreaking havoc

The battery-electric Nikola Tre BEV, © Nikola

The battery-electric Nikola Tre BEV, © Nikola

The expansion of the company is proceeding according to plan. Prototypes will be delivered so that customers can familiarize themselves with the vehicles (battery-electric and hydrogen-powered). The first successes can be reported: ten MCTs (Mobile Charging Trailers) have already been delivered (1.9 million USD in sales), which can fully charge battery-electric trucks in a hundred minutes. (more…)

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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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Ballard Power – Over 50 percent of stock market valuation in cash

Ballard Power – Over 50 percent of stock market valuation in cash

The new hydrogen train from Siemens, © Siemens

The new hydrogen train from Siemens, © Siemens

It is unfortunately so: There are many traders and short sellers, but also some analysts, who do not focus on the prospects of a company, but take quarterly results as the basis for classification – a very short-term placement, but of course with a (short-term) impact on the share price performance. We’re also seeing this with Ballard, for which I often hear that the turnover is disproportionate to the stock market valuation and that the company is still making losses. (more…)

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H2FC Europe makes furious comeback

H2FC Europe makes furious comeback

German economic minister Robert Habeck conversing with Ove Petersen, managing director of GP Joule

German economic minister Robert Habeck conversing with Ove Petersen – GP Joule

There it was again – Hannover Messe. Although significantly smaller than before the corona pandemic, there was great relief on both the presenter and visitor side that the industry show from May 30 to June 2, 2022 could take place in person. The Hydrogen + Fuel Cells Europe event was very lively and busy at times – especially on the Tuesday and Wednesday. A sure sign that hydrogen will play a truly important role in industry as well as energy supply in the future. Otherwise, the view of Hannover Fairgrounds was rather dismal. (more…)

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Call ITZ Duisburg “TrHy”

Call ITZ Duisburg “TrHy”

The name TrHy, according to ZBT managing director Peter Beckhaus, stands for the many aspects involved in dealing with hydrogen technology: Training, Transfer, Technical Research, Transparency,…

ZBT managing director Peter Beckhaus

The center for fuel cell technology in Duisburg (Zentrum für BrennstoffzellenTechnik Duisburg, ZBT) used Hannover Messe as a platform to announce the name of the new ITZ center (Innovations- und Technologiezentrum für Wasserstoff, see H2-international Feb. 2022) planned for location in Nordrhein-Westfalen: TrHy. For the time being, Joachim Jungsbluth, head of fuel cell testing at the ZBT, stands ready in a three-member team as the contact point. (more…)

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