NEL ohne Spam WKN: A0B733 ISIN: NO0010081235 Forum: Aktien User: alternate

Sry aber 10mio s nen Tropfen auf dem heißen Stein..... everfuel in dieser Phase zu veräußern ist meines Erachtens nach ein Fehler gewesen

Anstatt ein neuer Auftrag, kommen jetzt auch noch Stornoaufträge rein. Bin immer sehr positiv gestimmt, aber so langsam fehlt mir die Phantasie 🤨🤔

"Nel ASA: HyCC has cancelled the 40 MW purchase order due to market conditions (December 12, 2023 - Oslo, Norway) Reference made to the announcement published February 6, 2023, where Nel Hydrogen Electrolyser AS, a subsidiary of Nel ASA (Nel, OSE:NEL), signed a 40 MW contract with HyCC. The client has postponed its H2eron project to being realised in 2028 at the earliest and has therefore cancelled the purchase order. The cancellation is in accordance with the initial agreement for this project where production was communicated to start in Q4 2025. Nel has not booked any revenue for the project, and the cancellation will have a negative backlog impact of about EUR 12 million. HyCC and Nel are planning to continue their partnership and are in talks to use Nel’s alkaline electrolysers in the new setup for the H2eron project, with a capacity of up to 50 MW. “The regulatory framework is taking more time and current market conditions are not yet at the levels required to execute the project at the desired scale. In the interest of the H2eron project we are unfortunately forced to adjust the setup and schedule accordingly”, says Marcel Galjee, Managing Director of HyCC. ENDS" https://news.cision.com/nel-asa/r/nel-asa--hycc-has-cancelled-the-40-mw-purchase-order-due-to-market-conditions,c3887381

"Nel ASA: HyCC has cancelled the 40 MW purchase order due to market conditions (December 12, 2023 - Oslo, Norway) Reference made to the announcement published February 6, 2023, where Nel Hydrogen Electrolyser AS, a subsidiary of Nel ASA (Nel, OSE:NEL), signed a 40 MW contract with HyCC. The client has postponed its H2eron project to being realised in 2028 at the earliest and has therefore cancelled the purchase order. The cancellation is in accordance with the initial agreement for this project where production was communicated to start in Q4 2025. Nel has not booked any revenue for the project, and the cancellation will have a negative backlog impact of about EUR 12 million. HyCC and Nel are planning to continue their partnership and are in talks to use Nel’s alkaline electrolysers in the new setup for the H2eron project, with a capacity of up to 50 MW. “The regulatory framework is taking more time and current market conditions are not yet at the levels required to execute the project at the desired scale. In the interest of the H2eron project we are unfortunately forced to adjust the setup and schedule accordingly”, says Marcel Galjee, Managing Director of HyCC. ENDS" https://news.cision.com/nel-asa/r/nel-asa--hycc-has-cancelled-the-40-mw-purchase-order-due-to-market-conditions,c3887381

Das große Problem ist, das derzeit keiner mehr bereit ist Geld auszugeben. Bestes Beispiel ist die Bauwirtschaft, die liegt am Boden. Privat baut keiner mehr weil nicht mehr finanzierbar. Wir werden im nächsten Jahr viele Insolvenzen in dem Bereich sehen. Einzige Möglichkeit die ich sehe ist eine Reduzierung der Zinsen auf einen Bereich so um die 2%, ansonsten geht vieles zu Bruch was über viele Jahre gut funktioniert hat!

Jeder weiß wie es läuft. Sich von verlustreichen Beteiligungen trennen. Die eigenen Bilanzen sauber halten, und sich die Möglichkeiten die sich bieten ergreifen. Nel hat die größte Möglichkeit in den USA, und die Chance sollte man nutzen. Oberste Priorität hat daher das neue Werk in den USA. Wer wachsen will muss Chancen und Risiken abwägen. Nel macht das, und da geh ich zu 100% mit. 👍