NEL ohne Spam WKN: A0B733 ISIN: NO0010081235 Kürzel: HY7 Forum: Aktien User: alternate

Nel ASA: Finanzergebnisse für das dritte Quartal 2024 (16. Oktober 2024 - Oslo, Norwegen) Nel ASA (Nel, OSE: NEL) meldete für das dritte Quartal 2024 einen Umsatz von 366 Millionen NOK, ein Plus von 21 % gegenüber 303 Millionen NOK im Vorjahresquartal. Das EBITDA im Quartal betrug -90 Millionen NOK (Q3 2023: -62). Das Segment Alkaline leistete einen positiven Beitrag zum Konzern-EBITDA, der jedoch durch den negativen Beitrag des Segments PEM aufgrund der ungewöhnlich niedrigen Umsätze im Quartal mehr als ausgeglichen wurde. Der Auftragseingang betrug 161 Mio. NOK (Q3 2023: 338 Mio.). Am Ende des Quartals belief sich der Auftragsbestand auf 1 872 Mio. NOK, 20 % weniger als im Vorjahr. Der Kassenbestand belief sich zum Quartalsende auf 1 941 Mio. NOK. Höhepunkte des Quartals Der Umsatz aus fortgeführten Geschäftsbereichen lag im dritten Quartal 2024 bei 366 Mio. NOK und damit um 21 % höher als im dritten Quartal 2023 (Q3 2023: 303). Der Umsatz wurde durch die Lieferung von alkalischen Elektrolyseuranlagen positiv beeinflusst, während der Umsatz aus dem Verkauf von PEM-Elektrolyseuranlagen gering war. Das EBITDA im Quartal betrug -90 Millionen NOK (Q3 2023: -62). Alkaline leistete einen positiven Beitrag zum Konzern-EBITDA, der jedoch durch den negativen Beitrag von PEM aufgrund des geringen Projektumsatzes im Quartal mehr als ausgeglichen wurde. Der Nettoverlust aus fortgeführten Geschäftsbereichen betrug -115 Millionen NOK (Q3 2023: -167). Die Verbesserung ist hauptsächlich auf die Anpassung des beizulegenden Zeitwerts der Anteile an Everfuel in Höhe von -90 Mio. NOK im dritten Quartal 2023 zurückzuführen. Der Auftragseingang im Quartal belief sich auf 161 Mio. NOK, ein Rückgang von 52 % gegenüber dem entsprechenden Vorjahresquartal (Q3 2023: 338). Der Auftragsbestand belief sich am Ende des Quartals auf 1 872 Mio. NOK, ein Rückgang von 20 % gegenüber dem dritten Quartal 2023 und von 10 % gegenüber dem Vorquartal. Der Kassenbestand betrug am Quartalsende 1 941 Mio. NOK (Q3 2023: 3 799).

... https://news.cision.com/nel-asa/r/nel-asa--third-quarter-2024-financial-results,c4051717

Nel completed the construction of the second 500 MW line in Herøya in Q2 2024 and is closing in on completion of the 500 MW highly automated PEM production line in Wallingford, US. After completing these new production lines, Nel will have 1.5 GW of real, state-of-the-art production capacity and limited CAPEX commitments related to manufacturing scale-up going into 2025. In June 2024, Nel ASA (Nel) completed the distribution and separate listing of Cavendish Hydrogen ASA (CAVEN). CAVEN and its subsidiaries have historically been reported as a separate operating segment within Nel, i.e., Nel Hydrogen Fueling. The comparative condensed consolidated statement of comprehensive income has been restated to show the discontinued operation separately from continuing operations. The third quarter 2024 report and presentation are enclosed and available on newsweb.no (Ticker: NEL) and nelhydrogen.com. The presentation will be a virtual event only, followed by a Q&A session, and can be accessed on the company’s website www.nelhydrogen.com/quarterly-presentation/ or by following this link. A recording of the presentation will be made publicly available following the event. ENDS

... Nel is in a solid state. We deliver tested and proven technology from state-of-the-art GW production facilities while fast-tracking development of next-generation technologies with significantly lower cost and higher efficiency. We are also onboarding world-class EPC partners and have a strong financial position. The market has remained soft for some time, but we are well positioned to capitalize on the expected uptick and are starting to see signs of improving market conditions,” says Håkon Volldal, President and CEO of Nel. Having sufficient scale is key to winning new orders and reaching profitability. Over the last few years, Nel has therefore invested in increased production and organizational capacity. As expected, the increased alkaline revenues, combined with solid gross margins, had a positive EBITDA impact in the quarter. Nel reported a 21% increase in revenue compared to the third quarter last year. The Alkaline division showed 54% growth compared to the same quarter last year, while PEM was down 40%. Alkaline revenue growth is explained by delivery milestones on a large project, resulting in a positive EBITDA for the division this quarter. This shows that the Alkaline business model is proven and works with scale. Nel continues to mature a large pipeline of projects, and the accumulated size of its top 20 Alkaline leads is now more than 5 GW, and PEM more than 1 GW. “Based on a large and growing pipeline of opportunities, I am confident we will win several large orders in the coming periods,” says Volldal. The company's strategy is to narrow the scope and concentrate on stacks and balance-of-stack equipment. Nel is, therefore, partnering with world-class EPC companies, such as Saipem, who launched a modular, scalable turn-key 100MW solution this quarter. “We are proud that Saipem, a world-leading Engineering Procurement and Construction company actively contributing to the energy transition, has selected Nel and our technology. With this solution, we are simplifying large-scale renewable hydrogen production,” says Volldal.

Moinsen zusammen ... Nel ASA: Third quarter 2024 financial results (October 16, 2024 - Oslo, Norway) Nel ASA (Nel, OSE: NEL) reported revenues of NOK 366 million in the third quarter of 2024, up 21% from NOK 303 million in the same quarter last year. EBITDA in the quarter was NOK -90 million (Q3 2023: -62). The Alkaline segment contributed positively to Group EBITDA, but this was more than offset by the negative contribution from the PEM segment due to unusually low revenues in the quarter. Order intake was NOK 161 million (Q3 2023: 338 million). At the end of the quarter the order backlog was NOK 1 872 million, down 20% year-over-year. The cash balance was NOK 1 941 million at quarter end. Quarterly highlights Revenue from continuing operations in the third quarter 2024 was NOK 366 million, up 21% from the third quarter 2023 (Q3 2023: 303). Revenue was positively impacted by delivery of alkaline electrolyser equipment whereas revenue from sale of PEM electrolyser equipment was low. EBITDA in the quarter was NOK -90 million (Q3 2023: -62). Alkaline had a positive contribution to Group EBITDA but this was more than offset by the negative contribution from PEM on the back of low project revenue in the quarter. Net loss from continuing operation was NOK -115 million (Q3 2023: -167). The improvement was mainly explained by the NOK -90 million fair value adjustment from shareholdings in Everfuel in Q3 2023. Order intake in the quarter amounted to NOK 161 million, a 52% decrease from the corresponding quarter last year (Q3 2023: 338). Order backlog was NOK 1 872 million at the end of the quarter, down 20% from the third quarter of 2023 and down 10% from the previous quarter. Cash balance was NOK 1 941 million at quarter end (Q3 2023: 3 799).

https://www.finanzen.net/nachricht/aktien/wasserstoff-bilanz-nel-aktie-nel-asa-daemmt-verluste-ein-erwartungen-dennoch-enttaeuscht-13915992

Der Lichtblick kommt wenn dann jetzt dann. Nur weil der Kurs um 10% ansteigt hilft uns das doch nicht.

Was ich heute für ein glücklicher Mensch bin 😁

Perfekt nachgekauft 🙌

Ich denke, dass ich die Shortys langsam zurückziehen

Könnte mir ab Morgen einen weiteren Schub auf 5.6 Nok vorstellen.

Warum bist du nicht in der Liste der größten Aktionäre? Du lügtst! 🤏🏻 🤣

Kleiner Lichtblick heute. Aber halt nur ein Kleiner. Hoffen wir mal das jetzt ein Turn around kommt. 38 Cent sind noch keiner!

Warum produziert man mit diesem Strom kein Wasserstoff. Das Argument, es gibt zu wenig grünen Strom, kann man wohl an so Tagen nicht halten. Würde sogar Geld sparen und die Netze stabilisieren.

https://www.agrarheute.com/energie/strom/strompreise-fuer-16-stunden-negativ-strommarkt-ausser-kontrolle-627331