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zoveel mensen, zoveel adviezen. Je keuze heb je gemaakt, blijf analyseren en mocht je hogere verwachtingen hebben van een ander bedrijf, dan toch de keuze maken afscheid te nemen van 1 of meer bedrijven die je nu hebt. Zelfs als je met verlies afscheid moet nemen. Maar pas op voor de valkuil iets te kopen, wat eruit ziet als gouden bergen...
CERES POWER AND DOOSAN EXPAND STRATEGIC COLLABORATION WITH MASS MANUFACTURING IN SOUTH KOREA · Doosan Fuel Cell acquires a licence to manufacture Ceres' proprietary solid oxide fuel cell stacks · Doosan Fuel Cell plans to build a manufacturing facility with an initial 50MW capacity by 2024 in collaboration with Ceres · Ceres to support Doosan Corporation to produce higher power systems targeting utility scale applications · Agreements with Doosan Fuel Cell and Doosan Corporation are worth £36m to Ceres over 3 years with an additional £7m contingent on KPIs, ahead of longer-term royalties on the sale of fuel cell stacks Horsham, UK: Ceres Power Holdings plc ("Ceres", the "Company") (AIM: CWR.L), a global leader in fuel cell and electrochemical technology, Doosan Fuel Cell Co., Ltd ("Doosan Fuel Cell"), the world's stationary fuel cell market leader, and Doosan Corporation today announce the signing of strategic collaboration and licence agreements. These include the building of an initial 50MW mass manufacturing facility for the manufacture under license of Ceres' fuel cell stacks in South Kor The value of the announced contract with Doosan Fuel Cell to Ceres will be £30 million over 3 years with an additional £7 million contingent on meeting agreed KPIs. It includes a global non-exclusive license to manufacture Ceres' solid oxide fuel cell stacks with technology transfer and joint development and also includes agreed royalty streams upon the commencement of production and commercial sale of 5kW SteelCell® stacks. The contracts with Doosan Corporation are worth £6m to Ceres for the long-term testing, sales and integration of stacks. Latest global manufacturing licensee, growing scale of products and production Today's announcement marks the signing of Ceres' latest global manufacturing partner, and builds on the collaboration and licensing agreement signed with Doosan Corporation in July 2019 for a commercial CHP system targeting the commercial building market. It is now agreed that Ceres and Doosan will collaborate to advance Ceres' technology to build a mass manufacturing facility in South Korea leveraging Doosan's strength in industrialisation for the production of Ceres SteelCells® and stacks by 2024 and support integration of stacks for higher power generation applications. Doosan has established itself as a world-leader in the stationary fuel cell market with annual sales of nearly KRW 500 billion and is committed to developing and supplying efficient clean stationary fuel cells to meet the South Korean government renewable energy plans and to shape the hydrogen future. Fuel cell stacks manufactured by Doosan will initially meet its own product demand for CHP and the planned power plant product line. In time, manufacturing could expand to meet global demand for Ceres' stacks in multiple applications.
South Korea a strategically important and progressive market South Korea has progressive targets that encourage the deployment of hydrogen and fuel cell technology (16 GW by 2040). Its Green New Deal has committed KRW73.4 trillion (£46 billion) as part of a wider national strategy to tackle climate change, support industry and jobs, and to break the economy's dependence on carbon. Doosan's fuel cell business designs, engineers and manufactures fuel cells for both commercial and industrial applications and recently opened the world's largest by-product hydrogen fuel cell power plant. Doosan, the leader in manufacturing and commercialising fuel cell technology, will utilise Ceres' world-leading SteelCell® solid oxide fuel cell technology, to enable high efficiency and cost competitive products that will play an important role in delivering clean, secure and scalable energy systems.polaris.brighterir.com/public/ceres_p...
Ceres Power shares get price target hike from Berenberg on Doosan deal Ceres Power Holdings manufacturing deal with South Korean fuel cells powerhouse Doosan is a major achievement for the company and “a major advancement in our investment thesis”, say analysts at Berenberg. The partnership, which makes Doosan the UK company's third major manufacturing partner along with Germany's Bosch and China's Weichai, which “justifies the attractions of Ceres's licensing and royalty model, validates its technology and increases the likelihood that SteelCell-powered fuel cells will be adopted at scale”. Under the agreement, Doosan has acquired a global non-exclusive licence to manufacture Ceres's SteelCell fuel cell stack technology, including a commitment from Doosan to build an initial 50MW mass-manufacturing facility with a go-to-market date of 2024. With no cost to Ceres, the initial value of the new contract is worth £36m to Ceres over three years, with an additional £7m contingent on achieving certain performance targets. When production begins, the deal will be a source of very high-margin royalty revenues to the company, Berenberg's Anthony Plom said in a note to clients on Monday. There is scope for Doosan to build out significantly more than 50MW of capacity, Plom said, noting the Korean company is seeking to produce 100kW-plus power systems for utility scale applications. “This is a new and potentially significant market for Ceres. It remains at an early stage and is therefore currently unaccounted for in our valuation methodology but is a source of upside,” he said. With this, and several other positive catalysts on the horizon, Berenberg remains “hugely optimistic about the outlook for the business”, reiterating its 'buy' recommendation and hiking its share price target to 790p. The broker said it was leaving its forecasts unchanged at this stage but the price target was lifted on the basis of more optimistic assumptions applied to its valuation methodology as a result of the announcement and the re-rating of comparable companies. For 2020 the analyst expects £32mln of revenue and for 2021 £28mln is currently pencilled in, with underlying losses (EBITDA) of £13mln this year falling to £9mln in the next.
Vandaag 750p (+7,91%) met hoogste koers van 795p. Ik ben meer dan tevreden! :)
New insight brings sustainable hydrogen one step closer Leiden chemists Marc Koper and Ian McCrum have discovered that the degree to which a metal binds to the oxygen atom of water is decisive for how well the chemical conversion of water to molecular hydrogen takes place. This insight helps to develop better catalysts for the production of sustainable hydrogen, an important raw material for the chemical industry and the fuel needed for environmentally friendly hydrogen cars. Publication in Nature Energy.phys.org/news/2020-10-insight-sustain...
Voor als de beurs nog een keertje geen orders kan verwerken.. Technologiebeoordeling van groene waterstofproductie (2018)www.enpuls.nl/media/2345/eindrapport-... Misschien is dit rapport al een keer voorbij gekomen. Ik weet niet hoe ik moet zoeken op dit forum.
New US Fuel Cell Alliance Blows Dark Green Hydrogen Cloud Over Natural Gascleantechnica.com/2020/10/19/new-us-f... Onder andere Ballard en Plug worden weer genoemd
evenaar schreef op 19 oktober 2020 21:06 :
Ik weet niet hoe ik moet zoeken op dit forum.
Jouw bericht is in elk geval met bijvoorbeeld "iex enpuls.nl eindrapport" via zoekmachines te vinden, FWIW. De bots van die websites behoren ongetwijfeld tot het door sommigen bejubelde aantal "lezers" van een bericht.
Weet iemand of er inmiddels een fonds is gericht op waterstof? Of waar waterstof grotendeels in vertegenwoordigd is?
RBK-11 schreef op 20 oktober 2020 17:27 :
Weet iemand of er inmiddels een fonds is gericht op waterstof? Of waar waterstof grotendeels in vertegenwoordigd is?
Volgens mij geen fonds of ETF die deze markt afdekt. Voorlopig dus volgens mij op jezelf aangewezen om dit te creëren. Iemand hier al ervaring mee? en hoe hier mee om te gaan met relatief klein startkapitaal? denk dan aan trans kosten, hedging, etc. Ben benieuwd.
Met een klein bedrag in NEL asa stappen. Mijn koersdoel voor eind dit jaar is ergens tussen de 12 en 25 kronen. Echt een heel volatiel fonds dus buy and hold.
nog geen ucits fondsen puur waterstof, enkel AMC (actively managed certificates) bij een aantal Zwitserse banken en Luxembourgse vermogensbeheerders, begin volgend jaar wordt puur waterstof fonds gelanceerd dat momenteel een AMC is via UBS met isin CH0511367929
RBK-11 schreef op 20 oktober 2020 17:27 :
Weet iemand of er inmiddels een fonds is gericht op waterstof? Of waar waterstof grotendeels in vertegenwoordigd is?
Nog niet gevonden. Als er 1 komt dan maak ik er waarschijnlijk wel gebruik van. Punt is wanneer en is het moment dan niet te laat? Aan de andere kant... er zal veel geld vloeien naar waterstof. De EU heeft voor 2030 als doel dat 40GW aan elektrolytische cellen beschikbaar moet zijn. Nu is het een schamele 1GW. En dat is alleen nog maar de EU.www.europa-nu.nl/id/vla6g02ugvz0/nieu... ,gigawatt%20aan%20elektrolytische%20cellen%20ge%C3%AFnstalleerd.&text=De%20strategische%20doelstelling%20is%20om,ton%20hernieuwbare%20waterstof%20te%20produceren. Hieronder een lijst van bedrijven die ik de laatste weken heb verzameld. Origineel staat het in een mindmap dus ik heb wat moeten knippen en plakken. Het is zeker niet compleet en kan zeker fouten bevatten. Hier heb ik in ieder geval de focus op. Een aantal bedrijven zijn op meerdere vlakken actief. Gebruik deze lijst om zelf op onderzoek te gaan. Een mooie lijst die ik deze week nog zag was van de Hannover messe.www.h2fc-fair.com/hm21/exhibitors/ind... Opslag/export ammoniak - www.ammoniaenergy.org/organization/ma... - IHI Japan - Jera Japan - Marubeni Japan - Woodsite Energie (Australie) - Siemens energy - Basf - KBR - Vopak - Orsted Shell is geen fan van ammoniak: www.maritime-executive.com/article/li... Opslag in poedervorm - H2Fuel, nog niet van vernomen behalve een introductiefilmpje Fuel Cell - Solid oxide fuel cell - Bloom - Ballard - Ceres power - Cummins (heeft 50% aandeel in NPROXX) - Fuel Cell (in mindere mate) - HL Acquisitions (https://hlacquisitions.com/) (HL Acquisitions, a blank check company, announced to merge with Fusion Fuel, a proprietary technology owner of competitive green hydrogen production.) - Plug Power - Bosch - SunFire - Convion - SFC Energy - Power Cell Sweden - Aisin Seiki - Solid power en Watt fuel cell (beide niet op de beurs aanwezig) - Proton exchange membrane (PEM) - Cummins - Elringklinger - Power Cell Sweden (met Bosch) Distributie, vulstations - Shell - Newmotion - McPhy - Hyet - Air Liquide - BP, Total - Samenwerkingsverband H2mobility (Air Liquide, Daimler, Linde, OMV, Shell and TOTAL jointly formed H2 MOBILITY) - NEL Elektrolyse - PEM - NEL - Siemens - Cummins - ITM power (innige samenwerking met Linde) (werkt aan een grote elektrolyse systeem in Rheinland bij een raffinaderij van Shell, 10MW installatie) - Paccar, samen met Toyota. - Fronius (voor de heftrucs van Linde) - Shell ? (project NorthH2 met de gasunie) - Alkaline elektrolyse - NEL - AFC energy - Solid oxide elektrolyse - Sunfire (parner met Engie en Neste om in 2023 grijze waterstof te maken) - Bloom (actief in Korea via SK group) - Cummins - ? - Vanuit zonlicht - Fusion Fuel - Vanuit brandstoffen - H-Vison (H-vision participants are Deltalinqs, TNO, Air Liquide, BP, EBN, Engie, Equinor, Gasunie, GasTerra, Linde, OCI Nitrogen, Port of Rotterdam, Shell, TAQA, Uniper and Koninklijke Vopak.) - Hull (600MW) met Equinor. - Air liquide
Erg goed nieuws voor ITM Power, hier ook te lezen de samenwerking met Shell:m.aktiencheck.de/exklusiv/Artikel-ITM...
Stond vanmorgen nog in de min. Nu plus....www.investormeetcompany.com/itm-power...
Nog 4% min (ITM) maar dat kan volgend jaar wel eens anders zijn.
Powercell blijft wel een dikke min.
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