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The Plug share price fell quickly to under 3 USD (2.50 USD at low) and then rose again to over 4 USD. At a price of less than 3 USD, it was possible to build up excellent trading positions (see H2-international Feb. 2024). Is there now a turnaround in the price trend or was this just a brief flare...
The major international gas companies such as Linde, Air Liquide and Air Products have always been active in the field of hydrogen, but so far with the industrially demanded “gray” hydrogen based on natural gas. In addition, the hydrogen molecule is essential for many derivatives and chemical...
The share of Cummins Engine brings joy: The share price rose to a new high for the year, after the company was able to settle a long-standing legal dispute – it was about non-compliance with emission standards for engines – with a penalty payment of 1.6 billion USD, and with that this chapter is...
Bloom Energy is planning a cooperation with Shell to use its SOEC technology for the large-scale production of hydrogen. Bloom points out that they’ve already performed very successful series of tests with the Ames Research Center of NASA in Mountain View: 2.4 metric tons of H2 per day were able to...
The share price of Ballard Power is at an all-time low. The published figures for the fourth quarter of 2023 and the entire year 2023 paint a contradictory picture. The future prospects outlined by the board, however, give cause for optimism. Turnover rose in the fourth quarter to 46.8 million USD –...
The turnover in the amount of 198.7 million USD in the third quarter lay considerably below expectations, the loss per share amounts to a minus of 0.47 USD per share with the expected minus of 0.30 USD per share – in the negative sense. The loss for the first nine months of the financial year lies...
My number one in this segment was and remains Bloom Energy, even if the share price, despite the recent price gains, does not come close to reflecting the prospects. In the third quarter, the turnover was able to rise nearly 37 percent to over 400 million USD. There is much to suggest that the...
My recommendation to use the temporarily very weak prices in Cummins for continued and new buys has already paid off: The share price grew from around 200 to over 255 USD. And it will continue to, even though Cummins is increasingly focusing on new markets like hydrogen (engines, electrolysis...
Plug Power reports on a variety of projects related to hydrogen, its production, use and future markets in which it is active and feels it is a frontrunner. Company representatives talk about an H2 production facility in Georgia that is the largest of its kind in the USA. They’re active everywhere –...
That happened fast: From 0.60 USD to over 3.70 USD in a few weeks and then the bounce back under 1.50 USD – triggered by the abrupt departure of Michael Lohscheller as CEO and president. The outlook, though, cannot be better, even if not everything is following a straight line – certainly the case...
The past few months have been extreme for Hyzon Motors, but all figures for the past two years since the IPO had to be reprocessed because of the accounting debacle, in order to comply with accounting guidelines and the conditions for listing on the stock exchange (quoted share price needed to be...
Plug Power sees itself as a generalist: from H2 production to liquefaction technologies, own electrolyzer production, construction of H2 refueling trailers and stations, and the manufacture of FC stacks for motor vehicles and forklifts. That is the one side of the coin. On the other side, there are...
When you read these lines in the newest H2-international issue, clarity will have been provided. Actually, all of the figures for 2022 and the first quarter 2023 should have been presented before May 15, then the responsible committee of Nasdaq agreed to an extension, and the figures for 2022 and...
Good figures for first quarter 2023: Turnover rose over 37 percent compared with the prior-year quarter to 275 million USD. Regarding the year as a whole, the first half of the year will constitute 30 percent of sales. The whole year is to generate, as forecasted, 1.4 to 1.5 billion USD in turnover...
The figures for fiscal 2022, but above all an evaluation of the written version of the accompanying conference call with expert analysts from renowned investment banks, suggest a very good future for Bloom Energy and support my extremely optimistic assessment. In it were many self-commendations from...
The numbers for the fourth quarter of fiscal 2022 (start Oct. 31, 2021): Turnover indeed rose 88% year-over-year to make 130.5 million USD in fiscal year 2022 (39.2 million USD in Q4 compared to 13.9 million USD year-over-year), however the reported loss of minus 147.2 million USD should be viewed...
On January 25th of this year, the Analyst Day took place at company headquarters in Phoenix and was – as I saw it – a big success for Nikola. Via streaming, I was able to get an impression of how more than 300 representatives from shipping companies, suppliers and energy companies as well as from...
The Analyst Day on January 25, 2023 unfortunately did not bring many new insights. The company representatives promised a shiny future and see the company as a leader in hydrogen. Some forecasts and self-imposed targets could have done with more realism, is my subjective feeling. Unfortunately...
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 cost...
Plug Power already announced weeks ago that the target turnover for this year will be five to ten percent lower than the originally projected 900 to 925 million USD for 2022. The third quarter led to a turnover of 188.6 million USD (plus of 31.1 percent from the year before), which however was about...
The interest rate hikes in the USA, necessary to combat inflation and already in prospect, is putting stock markets around the world to the test. Such a damper, since this economic development will affect the growth of companies, as consumers will be more inclined to reduce their expenditures. That...
Nikola Motors is on the right track. Various test trials of the Tre BEV battery-electric models are running successfully with customers like TTSI, Tiyaji Brothers (for Anheuser-Busch), Univar, Road One (for IKEA) and Covenant (for Walmart). So far, everything with 94 percent manufacturing capacity...
FuelCell Energy sees itself as a leader in the CCS sector, where it is a frontrunner as a result of having its own carbon capture technology. With ExxonMobil, FCE has been active in such projects for years. Now the new climate protection program by the Biden administration may provide new potentials...
More is unimaginable, looking at the share price development of the past weeks for Bloom Energy: from 16 USD to over 31 USD, corresponding to a near doubling. The price decline that then occurred was the fault of a type of arbitrage, as Bloom had announced a capital increase at short notice and...
Plug Power sees enormous potential for the company arising from the Inflation Reduction Act, as it benefits in a variety of ways from it. These are research grants, tax incentives, subsidies for hydrogen, or tax support for new production facilities in the US (manufacturing tax credits).
