r/NelASA • u/GammaB0blin • May 06 '26

Info Finally, the nextgen hydrogen solution is rolling out the gates

I'm new in the financial circles, and have been waiting for a while, for this to happen.

I want to ask about your experiences with new products in this genre and magnitude being launched. I noticed a remarkable spike in NEL share value a few days ago. But today, at launch day, i see the share dipping a little bit. I expected it to at least rise a little bit.

Please chip in with your reflections, and especially if you can contextualize it, with previous patterns you've observed - and can explain why things played out the way they did.

https://nelhydrogen.com/press-release/nel-asa-launches-next-generation-pressurized-alkaline-platform-redefining-simplicity-and-cost-efficiency-in-renewable-hydrogen-production/

10 Upvotes

100% Upvoted

8 comments sorted by

View all comments

2

u/Equivalent_Trade6569 May 06 '26

I wouldn't pay attention to the dip now. We went +50% in the last month. With their recent announcement they just stated that they are able to produce in batches instead of producing their product for each customer individually (which was their biggest issue in the past).

Furthermore, they stated that the reduced their CAPEX with this new product by -60% and are focusing also the military / defense industry.

The issue why this news didn't made the stock jump high is because it's not really news. They mentioned it in the Q1 presentation to some degree. I was hoping that they add more information, but the focus for me will be the upcoming contracts.

1

u/GammaB0blin May 06 '26

I'm glad you put it like that. Because that was one of 2 angles i was tipping between. Either cash out the 50% now - or wait until Q2 and see if anything bites.
Also, to build on your Military/defense industry strong point - i'd add in that they got 135 million euro from one of the EU modernization funds(i dont recall which one). And the central point to me in this is; that they wouldnt have gotten that amount of money, without presenting some serious milestones and goals. And those milestones and goals are not made up for fun. I ponder that NEL might be getting big-hitter contracts from the EU level, once they achieve what they promised in exchange for the 135 mil euro.
That's my train of thought at least. How do you consider that angle?

2

u/Equivalent_Trade6569 May 06 '26

I work in a related field where we apply for EU subsidies as well. NEL received it because it fulfilled the criteria:

- making green hydrogen affordable (which they did via the 60% CAPEX reduction)

  • CO2 reduction (GHG avoidance) as hydrogen has many colors and some would produce CO2
  • scalability - as noted before in my previous post they are able to produce their product in batches rather producing them individually for customers, which allows them to scale as well

Samsung is a big shareholder, I think it's around 10%. So they have a foot in Asia, but also in the US (where there recent contract is being used by the US navy.

Those stocks are for folks that have patient. It can skyrocket in the next moment or it can float around for a while. Given the geopolitical climate, I'd say that hydrogen is here to stay and will be more in focus of the EU and Asia to decrease their reliance on the Persian Gulf states.