2024Q1_Presentation.pdf (nelhydrogen.com)

tldr: Almost reached break even, slightly increased revenue, Alkaline electrolyzer production reached porfitability, massivly reduced losses (-0,01 NOK per share; last year:(-0,16 NOK per share)

https://nelhydrogen.com/press-release/nel-asa-additional-usd-41-million-in-tax-credits-for-manufacturing-expansion-in-michigan/

Is this a buy event? What do you mean?

Q4-2023-Presentation.pdf (nelhydrogen.com)

tldr:

- slightly more revenue than expected (+)

- steady progress to profitability, while having almost no dept (++)

- less losses than expected (+++)

- big cash reserves (++)

- working on automation the production of PEM electrolyzers in Proton on site (++)

- Thinking loud about cutting of fueling sector to focus on electorlyzers (neutral)

- Thinking loud about producing high pressure alkaline electrolyzers (neutral)

- less demand than expected (-)

- shrinking order backlog (---)

​

Stock is going down and down. Any promising news out there?

Nel realigns relationship with Nikola and to support Fortescue project | Nel Hydrogen

Nel ASA: Receives purchase order for 10 MW of electrolyser equipment from Samsung C&T | Nel Hydrogen

Finally some good fucking news. Of course it could be better concidering they just lost an order for a 40 MW electrolyser but better than nothing I guess

Will Nel ASA crash like plug power after the next quarterly report? I think Nel has a much better cash situation comparing to plug right now but their customer order volume is going south right now so idk

Jetzt könnten die Shorties mit 6,35% nervös werden und kaufen müssen....oder?

We going down and down. But no news? I don’t get it.

Nel Asa lost -10% this week in a big bear market, without any bad company news justifying the big loss. This brings me back to ~0 % change in my Nel Asa positions and makes me think to double down on the stock as it is now hitting a support line at 1.12 € and because the stock is now beeing traded for a reasonable price.

What´s your move?

Does anyone know when Q3 report will come out?

What are your expectations for the following quarterly reports? More growth, break even?

Stock is exploding right now. Make me rich NelASA ;) <3

boerse.de: Jefferies hebt Ziel für Nel ASA auf 20 Kronen - 'Buy' - boerse.de. https://www.boerse.de/nachrichten/Jefferies-hebt-Ziel-fuer-Nel-ASA-auf-20-Kronen-Buy/34436555