Global Energy Ventures WKN: A3DMYM ISIN: AU0000222002 Kürzel: PV1 Forum: Aktien Thema: Hauptdiskussion

RaaS research report on Provaris: Setting up for an important September Quarter RaaS has released updated research on Provaris Energy (ASX: PV1). Key points from the report below from analyst Andrew Williams: Progress in the LCO2 business stream continues to accelerate with PV1 is effectively running commercialisation streams (with c-H2) in parallel. Class Approvals could be delivered for both opportunities in the September quarter (RaaS estimate) and would represent the most critical derisking event on the pathway to first revenue. We expect significant definition on the LCO2 business model through to end-2026 and on a scenario basis, suggest a '(risked) value breakout' could add 25% to our current mid-point NAV. The current geopolitical crises continue to highlight issues of energy security and with it the need for carbon abatement, particularly where legislative mandates underpin the transition to H2 usage and set the platform for regulatory and commercial outcomes. In that regard PV1 continues to hold a material early-mover IP advantage as a leveraged play on the global shift to carbon reduction and alternative energy, which could be considered as disruptor technology and a material point of investment differentiation on an application and commercial basis.. Our NAV range on a per share basis is $0.09-$0.16/share with a mid-point of $0.13/share. This is against a reference price of $0.009/share. https://res.cloudinary.com/investorhub/image/upload/v1779752104/leaf-prod/624/documents/PV1_Provaris_Energy_RaaS_Update_2026_05_25_ritf0e.pdf

Jetzt werden wir wieder auf Herbst vertröstet. Provaris hat doch die Tage erst vom Sommer gesprochen.

Es gibt eine aktuelle Investor-Präsentation: https://investors.provaris.energy/announcements/7554883 Und der Kurs steht tatsächlich bei 0,012A$.

Guten GreenCash, ich habe mir die Präsentation leider noch nicht durchgelesen, weil ich im Urlaub bin und das Internet hier nicht so gut ist. Ich habe letzte Woche über den Handelsplatz Stuttgart und gestern nochmal insgesamt 30K für 0,004 Cent kaufen können. Das waren bis jetzt meine günstigsten Anteile bei Provaris. Mal schauen, wie es hier weiter geht, aber zu euphorisch werde ich hier nicht mehr. Die 0,05 Cent sollten realistisch sein, eventuell auch mehr falls es einen Hype geben sollte. Lg. Skorpion.

Sehr gut gemacht, die hätte ich auch ohne zu Zögern zu dem Preis genommen!

Wollte ich gerade auch posten 😅👍 Ich stell' mal die Highlights rein: Provaris’ LCO2 tank selected as the reference containment solution for Yinson’s Floating Storage and Injection Unit (FSIU) development program, with the tank advancing through FEED. • Further joint development of the LCO2 tank (YP-Provaris LCO2 tank) has now achieved Concept Selection to extend beyond the FSIU application to include evaluation for LCO2 carriers and floating storage terminal solutions. • Milestone materially broadens the commercial application of the YP-Provaris LCO2 tank technology across the carbon capture and storage (CCS) supply chain. • YP-Provaris’ LCO2 tank design allows for the fabrication and installation of significantly larger tanks in carriers and barges to improve transport and storage economics versus conventional market solutions • Stage 2 FEED activities for a 25,000 cbm capacity LCO₂ tank continue through to mid-2026 under the Joint Development Agreement (JDA) with Yinson. • DNV engaged to progress General Approval for Ship Application (“GASA”) Class Approval in parallel with FEED activities. • Development pathway provides a framework for future licence fee monetisation aligned with CCS project financial investment decisions and execution timelines.

https://wcsecure.weblink.com.au/pdf/PV1/03093177.pdf

Longspur research report on Provaris: CO2 Opportunity Builds on Hydrogen Longspur Research from the UK has released an updated research note with a Central Case valuation of $0.11 per share, split between Hydrogen $0.07 and CO2 $0.04 per share. Today's update introduces the CO2 opportunity and highlights a second commercial opportunity for Provaris and a valuation scenario based on the JDA with Yinson and their development of the full CCS supply chain for Norway now based on the Provaris tank. "We think the adding of a CO2 tank to the Provaris offering has not been fully appreciated by the market. With countries such as Norway moving ahead with the development of carbon sequestration, the need for solutions such as that provided by Provaris become immediate. With committed partner funding development, we see the CO2 opportunity as providing near term monetisation for the Provaris IP and complementing the large-scale hydrogen tank opportunity. Our revised central case valuation of A$0.11 includes A$0.04 for the initial CO2 projects illustrating the value of this to the company as a whole." https://res.cloudinary.com/investorhub/image/upload/v1779405686/leaf-prod/624/documents/48feb05a-10a5-44c0-b7f5-a04206277726_ndutlp.pdf Kam wieder per Newsletter. Oben steht $ und unten A$, aber es wird jedes Mal weniger, wenn sie Provaris bewerten. Edit: Es würde mir reichen, wenn wir hier mittelfristig 0,08A$ ≈ 0,05€, aber in diesem Jahr noch 0,02€ erreichen würden 🤞🐏

Nun gut, es ist eben ein weiteres "Wir haben tolle Partner und haben uns alle lieb 💚" (Bewusst karikiert geschrieben.) Es muss ne Meldung von der Sorte "bindender x-Jahresvertrag, welcher x Umsätze generieren wird" kommen, sonst bewegt sich hier gar nichts.

Guten Morgen GreenCash, die Info habe ich heute auch über den Newsletter von Provaris erhalten. Der Markt hat da nicht drauf reagiert. Es ist mir langsam ein Rätsel, warum hier keine Bewegung in den Kurs kommt. Lg. Skorpion.

HIGHLIGHTS: • “K” LINE, Provaris and Norwegian Hydrogen enter a Co-operation Agreement to support the development of a H2 Supply Chain for the FjordH2 Project located in Ørskog, Norway. • Focus of the Co-operation will be on developing a commercial H2 Shipping solution from Norway to buyers in Northern Europe, utilising Provaris’ H2Neo TM carriers and H2Leo TM barge for efficient marine transport of compressed hydrogen. • Applying the expertise of “K” LINE operations in the region, commercial studies will mature the individual costs of the H2 delivery chain to determine the cost of shipping hydrogen and draft terms for a long-term Charter Agreement . Provaris Energy Ltd (ASX: PV1) (“Provaris” or the “Company”) is pleased to announce that it has entered a Co-operation Agreement ( Agreement ) with its shipping partner Kawasaki Kisen Kaisha ,Ltd. ( “K” LINE ) and Norwegian Hydrogen AS to advance the development of a commercial shipping solution for the proposed FjordH2 Export Project located at Ørskog, Norway. Norwegian Hydrogen is the sole developer of the FjordH2 Export Hydrogen Project (the Project) with an advanced development proposal to produce up to 40,000 tpa of hydrogen for export to Northern Europe. The project has secured land, advanced permitting and completed feasibility studies to demonstrate technical and economic viability as an export compressed hydrogen site. Together with Provaris, the Project has received support for offtake with a Term Sheet in place with Uniper Global Commodities for key terms on the supply, shipping and delivery of compressed hydrogen based on long-term take-or-pay provisions. Key to advancing the Project will be the development of a supply chain that includes shipping to nominated location(s) of the buyer. Together, “K” LINE, Provaris and Norwegian Hydrogen will extend the existing detailed cost model for the supply chain to mature the cost of shipping. Updated shipping costs and a fleet management plan will draw on “K” LINE’s long history of shipping operations which also includes their regional market experience in Norway and Norther Europe where “K” LINE has operated LNG carriers from the Snøhvit LNG project, and more recently, the operations of fleet of LCO 2 carriers for the CCS project of Northern Lights. The scope of the co-operation will also include the development of draft terms for Shipping Charter Agreements, financing alternatives and ownership structures of the H2 carriers and barge. “K” Line’s Corporate Officer, Kei Onishi, commented: " We are pleased to collaborate with Provaris and Norwegian Hydrogen to advance a practical compressed hydrogen shipping solution from Norway. By leveraging our operational experience, we aim to support the development of hydrogen supply chain for Northern Europe.” Provaris’ Managing Director & CEO, Martin Carolan, added: "We are delighted to bring together the complementary capabilities across hydrogen production, marine transport and European market access to progress a viable supply chain for renewable hydrogen from Norway to North-WestEurope. By combining Norwegian Hydrogen’s project development with K LINE’s shipping expertise and Provaris’ compressed hydrogen transport solution, we are focused on maturing a scalable, cost-competitive pathway that aligns with Europe’s demand for pipeline-ready RFNBO-compliant hydrogen.” Norwegian Hydrogen’s CEO, Jens Berge, said: "Our large-scale site at Ørskog where we are developing the Fjord H2 project together with Provaris and other partners is in continuous positive development, with more and more pieces coming together. Getting global major “K” Line onboard as the shipping partner is a great positive milestone which strengthens the project and the entire value chain even further.” Kam per Newsletter. Mal sehen, ob der Markt das honoriert.

Also da mache ich mir gar keine Sorgen, schon weil man in Deutschland vermutlich nie H2 günstiger wird produzieren können als die Norweger mit ihrem nahezu kostenlosen und unbegrenzten Strom aus Wasser. Und um den hierher zu bringen braucht es Provaris, nicht zuletzt weil die vormals geplante H2-Pipeline von Norwegen nach Deutschland abgeblasen wurde. Außerdem belästigt Deutschland auch Länder wie Kanada, Indien oder Nordafrika wegen notwendiger H2-Importe, die Herstellung von H2 hierzulande wird demnach nie auch nur annähernd ausreichen und abgesehen davon auch immer viel teurer sein. Ich glaube das ist das kleinste Problem für Provaris, zudem hat man ja noch ein sehr gutes, zweites Standbein für den Fall der Fälle.

Provaris selbst produziert überhaupt keinen H2, sondern will Technolgie-Logistik-Dienstleister werden.

Hallo GreenCash, danke für deine Sichtweise und die Einschätzung. Ich habe das bei Provaris eigentlich so in Erinnerung gehabt, dass der Wasserstoff vor Ort produziert und dann verschifft wird. Auf der alten Homepage war es zu mindestens so aufgeführt. Lg. Skorpion.

Ein klassisches, zweischneidiges Schwert!