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2025 Q4 -tulosraportti
17 päivää sitten

Tarjoustasot

NorwayOslo Børs
Määrä
Osto
-
Myynti
Määrä
-

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
419--
1--
3 604--
2 177--
1 369--

Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.

Välittäjätilasto

Dataa ei löytynyt

Yhtiötapahtumat

Datan lähde: FactSet, Quartr
Seuraava tapahtuma
2026 Q1 -tulosraportti
13.5.
Menneet tapahtumat
2025 Q4 -tulosraportti
27.2.
2025 Q3 -tulosraportti
14.11.2025
2025 Q2 -tulosraportti
15.8.2025
2025 Q1 -tulosraportti
15.5.2025
2024 Q4 -tulosraportti
25.2.2025

Shareville

Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
  • 10.3. · Muokattu
    10.3. · Muokattu
    “At the start of this year, we have been progressing with the mechanical installation of the 100 MW green hydrogen plant we are building for Salzgitter Flachstahl GmbH . 🏗️ The project is moving forward, progress in the media preparation area is clearly visible, and we look forward to starting the delivery of the core technology, including the electrolyzers, to site later THIS spring. This plant will support the production of green steel and contribute to decarbonizing the steel industry 🌱 Thank you Salzgitter for the strong and constructive collaboration🤝” https://www.linkedin.com/posts/at-the-start-of-this-year-we-have-been-progressing-ugcPost-7437044581512380416-vGZp?utm_source=share&utm_medium=member_ios&rcm=ACoAABNlZiYBrH8nkN4W3f1w3i7_UmkNDR7XSlg
  • 2.3. · Muokattu
    ·
    2.3. · Muokattu
    ·
    What do you think? (Had AI fine-tune and structure it more) HydrogenPro: An overlooked transition to a tech-focused model? The market seems to price HydrogenPro (HYPRO) as a traditional industrial company with challenges. However, the Q4 2025 financial report points to a different reality: A company that has undergone a significant transformation towards a more asset-light model with a focus on high-margin components and partners for the rest of the value chain. 1. Low valuation measured by enterprise value As of early March 2026, the stock trades at a market cap of approx. 140 MNOK. ◦ Cash at year-end 2025: 102 MNOK. ◦ Enterprise value (EV) is thus typically in the 30–50 MNOK range (depending on the source, e.g., Yahoo Finance ~32 MNOK). For this value, one gains access to a global IP portfolio, approx. 85 employees, an automated production line in Aarhus for 3rd generation electrodes, and full ownership of facilities in China. 2. Transition towards higher margins and lower cash-burn HydrogenPro has significantly reduced fixed costs (over 50 MNOK annually through the cost-savings program) and changed strategy: ◦ Focus on in-house production of critical electrodes → gross margin on these core components up to ~55 %. ◦ Model inspired by “Intel Inside”: Delivers the high-value parts, while partners like Andritz and Mitsubishi handle engineering, procurement, and construction (EPC) and thus a part of the risk. ◦ Track record: All 40 electrolyzers in the 220 MW ACES project in Utah are now running at full load (100 % load), which provides the operational proof many customers demand before larger orders. 3. DG Fuels investment as a potential accounting trigger The investment in DG Fuels (convertible note) is currently booked at a very low fair value after write-downs. If DG Fuels reaches final investment decision (FID) or a new financing round in 2026, it could trigger an upward adjustment to real value in HydrogenPro's financial statements. The scope is uncertain and depends on the project's success, but it could become a non-operational value uplift – without extra work in Aarhus. 4. Backlog and pipeline as signs of progress Order backlog: 275 MNOK at year-end 2025. Pipeline: Several projects (including approx. 4 units) close to FID with a potential contract value of around 1 billion NOK in 2026. Strong partners like Andritz and Mitsubishi (also significant shareholders) contribute to validating the technology and reducing execution risk. Perspective for debate The current valuation provides a high “cash-backed” downside risk (cash covers a large part of the market cap), while the potential lies in operational leverage from higher margins + potential re-rating of assets like DG Fuels and order intake. The market has so far focused on the challenges of recent years (delays in FIDs, low revenue, continued negative EBITDA). The question is whether the transformation and the upcoming triggers in 2026 are sufficiently priced in – or if it is a classic “overlooked turnaround”.
    10.3.
    “At the start of this year, we have been progressing with the mechanical installation of the 100 MW green hydrogen plant we are building for Salzgitter Flachstahl GmbH . 🏗️ The project is moving forward, progress in the media preparation area is clearly visible, and we look forward to starting the delivery of the core technology, including the electrolyzers, to site later this spring. This plant will support the production of green steel and contribute to decarbonizing the steel industry 🌱 Thank you Salzgitter for the strong and constructive collaboration🤝” https://www.linkedin.com/posts/at-the-start-of-this-year-we-have-been-progressing-ugcPost-7437044581512380416-vGZp?utm_source=share&utm_medium=member_ios&rcm=ACoAABNlZiYBrH8nkN4W3f1w3i7_UmkNDR7XSlg
  • 27.2. · Muokattu
    ·
    27.2. · Muokattu
    ·
    Be aware of how market makers “historically operate”. There are several examples but these are the 3 most visible in the chart. Technically I am ”bear”, fundamentally I am “bull”
    2.3. · Muokattu
    ·
    2.3. · Muokattu
    ·
    Fundamentally ⤵️ as well as significantly lower cash burn and high margin, the asset-light business model is starting to show its effect more clearly in the financial statements, which I believe many overlook and therefore underestimate HydrogenPro. (Picture illustrates that there are 4 projects in FID with a total potential order value of approx. 1 billion NOK in 2026 alone)
  • 27.2. · Muokattu
    ·
    27.2. · Muokattu
    ·
    There's a lot of off-book trading happening, I bought this morning and can only see a small percentage of the purchase here in the volume and latest trades, this has been going on all week. 🤖AI: ⤵️ The fact that there has been a lot of "off-book" activity all week leading up to the financial report is a strong signal: • The "big players" are accumulating: Institutional investors (such as Norwegian funds or large private investors) prefer off-book trading to be able to buy large quantities without scaring the market. • Accumulation: When the volume in the visible order book is low, but the price remains stable, while large trades are taking place "in the dark", we call it accumulation.
    27.2.
    27.2.
    Aria ai says about FID In summary, a NOK ~1 billion contract value from FIDs in 2026 is ambitious but achievable for HydrogenPro given their current project pipeline and market positioning.
    27.2. · Muokattu
    27.2. · Muokattu
    They “only” need one of the 15 hot leads, 4 of them is in the final contract stage here now in 2026 NOK1 billion FID’s (the 1bnok is the potential order value there is in 2026. As I understand it ☺️)
  • 27.2.
    ·
    27.2.
    ·
    To check the potential, I asked AI: "What can one use 300 gwh for in California?" (the 2 mountain caverns Utah with 150 gwh hydrogen) AI overview: "In California, a state with high electricity consumption and a strong focus on renewable energy, 300 GWh can be used for the following: Household power supply: With an average annual consumption of approx. 7 000–8 000 kWh per household in California, 300 GWh (300 000 000 kWh) can supply approximately 37 500 to 43 000 homes with electricity for an entire year. Operation of data centers: This is enough energy to power several large data centers for extended periods. In comparison, gigantic battery storage projects (like Google's in Minnesota) are planned at around 30 GWh to handle very high loads. Support for renewable energy: 300 GWh can cover a significant portion of the energy demand during "curtailment" (when produced renewable energy must be discarded because the power grid cannot accommodate it). In 2018, over 460 GWh of solar and wind energy was curtailed in California. Electric transport: This amount can charge an enormous number of electric cars. With an average consumption of 20 kWh per 100 km, 300 GWh can power an electric car approx. 1,5 billion kilometers. Industrial activity: It can cover the electricity needs of large production facilities, desalination plants, or agricultural pumps in the dry areas of California. To put it in perspective, the total electricity production in California in 2021 amounted to over 277 000 GWh." So now the facility is finished, and the need is probably more relevant now than ever? The company is geared for growth and hopes 2026 will be the year this company breaks through world wide!
    27.2.
    ·
    27.2.
    ·
    Gone under the radar - so good!
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, ​​eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.

Uutiset

AI
Viimeisin
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.

Tuotteita joiden kohde-etuutena tämä arvopaperi

2025 Q4 -tulosraportti
17 päivää sitten

Uutiset

AI
Viimeisin
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.

Shareville

Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
  • 10.3. · Muokattu
    10.3. · Muokattu
    “At the start of this year, we have been progressing with the mechanical installation of the 100 MW green hydrogen plant we are building for Salzgitter Flachstahl GmbH . 🏗️ The project is moving forward, progress in the media preparation area is clearly visible, and we look forward to starting the delivery of the core technology, including the electrolyzers, to site later THIS spring. This plant will support the production of green steel and contribute to decarbonizing the steel industry 🌱 Thank you Salzgitter for the strong and constructive collaboration🤝” https://www.linkedin.com/posts/at-the-start-of-this-year-we-have-been-progressing-ugcPost-7437044581512380416-vGZp?utm_source=share&utm_medium=member_ios&rcm=ACoAABNlZiYBrH8nkN4W3f1w3i7_UmkNDR7XSlg
  • 2.3. · Muokattu
    ·
    2.3. · Muokattu
    ·
    What do you think? (Had AI fine-tune and structure it more) HydrogenPro: An overlooked transition to a tech-focused model? The market seems to price HydrogenPro (HYPRO) as a traditional industrial company with challenges. However, the Q4 2025 financial report points to a different reality: A company that has undergone a significant transformation towards a more asset-light model with a focus on high-margin components and partners for the rest of the value chain. 1. Low valuation measured by enterprise value As of early March 2026, the stock trades at a market cap of approx. 140 MNOK. ◦ Cash at year-end 2025: 102 MNOK. ◦ Enterprise value (EV) is thus typically in the 30–50 MNOK range (depending on the source, e.g., Yahoo Finance ~32 MNOK). For this value, one gains access to a global IP portfolio, approx. 85 employees, an automated production line in Aarhus for 3rd generation electrodes, and full ownership of facilities in China. 2. Transition towards higher margins and lower cash-burn HydrogenPro has significantly reduced fixed costs (over 50 MNOK annually through the cost-savings program) and changed strategy: ◦ Focus on in-house production of critical electrodes → gross margin on these core components up to ~55 %. ◦ Model inspired by “Intel Inside”: Delivers the high-value parts, while partners like Andritz and Mitsubishi handle engineering, procurement, and construction (EPC) and thus a part of the risk. ◦ Track record: All 40 electrolyzers in the 220 MW ACES project in Utah are now running at full load (100 % load), which provides the operational proof many customers demand before larger orders. 3. DG Fuels investment as a potential accounting trigger The investment in DG Fuels (convertible note) is currently booked at a very low fair value after write-downs. If DG Fuels reaches final investment decision (FID) or a new financing round in 2026, it could trigger an upward adjustment to real value in HydrogenPro's financial statements. The scope is uncertain and depends on the project's success, but it could become a non-operational value uplift – without extra work in Aarhus. 4. Backlog and pipeline as signs of progress Order backlog: 275 MNOK at year-end 2025. Pipeline: Several projects (including approx. 4 units) close to FID with a potential contract value of around 1 billion NOK in 2026. Strong partners like Andritz and Mitsubishi (also significant shareholders) contribute to validating the technology and reducing execution risk. Perspective for debate The current valuation provides a high “cash-backed” downside risk (cash covers a large part of the market cap), while the potential lies in operational leverage from higher margins + potential re-rating of assets like DG Fuels and order intake. The market has so far focused on the challenges of recent years (delays in FIDs, low revenue, continued negative EBITDA). The question is whether the transformation and the upcoming triggers in 2026 are sufficiently priced in – or if it is a classic “overlooked turnaround”.
    10.3.
    “At the start of this year, we have been progressing with the mechanical installation of the 100 MW green hydrogen plant we are building for Salzgitter Flachstahl GmbH . 🏗️ The project is moving forward, progress in the media preparation area is clearly visible, and we look forward to starting the delivery of the core technology, including the electrolyzers, to site later this spring. This plant will support the production of green steel and contribute to decarbonizing the steel industry 🌱 Thank you Salzgitter for the strong and constructive collaboration🤝” https://www.linkedin.com/posts/at-the-start-of-this-year-we-have-been-progressing-ugcPost-7437044581512380416-vGZp?utm_source=share&utm_medium=member_ios&rcm=ACoAABNlZiYBrH8nkN4W3f1w3i7_UmkNDR7XSlg
  • 27.2. · Muokattu
    ·
    27.2. · Muokattu
    ·
    Be aware of how market makers “historically operate”. There are several examples but these are the 3 most visible in the chart. Technically I am ”bear”, fundamentally I am “bull”
    2.3. · Muokattu
    ·
    2.3. · Muokattu
    ·
    Fundamentally ⤵️ as well as significantly lower cash burn and high margin, the asset-light business model is starting to show its effect more clearly in the financial statements, which I believe many overlook and therefore underestimate HydrogenPro. (Picture illustrates that there are 4 projects in FID with a total potential order value of approx. 1 billion NOK in 2026 alone)
  • 27.2. · Muokattu
    ·
    27.2. · Muokattu
    ·
    There's a lot of off-book trading happening, I bought this morning and can only see a small percentage of the purchase here in the volume and latest trades, this has been going on all week. 🤖AI: ⤵️ The fact that there has been a lot of "off-book" activity all week leading up to the financial report is a strong signal: • The "big players" are accumulating: Institutional investors (such as Norwegian funds or large private investors) prefer off-book trading to be able to buy large quantities without scaring the market. • Accumulation: When the volume in the visible order book is low, but the price remains stable, while large trades are taking place "in the dark", we call it accumulation.
    27.2.
    27.2.
    Aria ai says about FID In summary, a NOK ~1 billion contract value from FIDs in 2026 is ambitious but achievable for HydrogenPro given their current project pipeline and market positioning.
    27.2. · Muokattu
    27.2. · Muokattu
    They “only” need one of the 15 hot leads, 4 of them is in the final contract stage here now in 2026 NOK1 billion FID’s (the 1bnok is the potential order value there is in 2026. As I understand it ☺️)
  • 27.2.
    ·
    27.2.
    ·
    To check the potential, I asked AI: "What can one use 300 gwh for in California?" (the 2 mountain caverns Utah with 150 gwh hydrogen) AI overview: "In California, a state with high electricity consumption and a strong focus on renewable energy, 300 GWh can be used for the following: Household power supply: With an average annual consumption of approx. 7 000–8 000 kWh per household in California, 300 GWh (300 000 000 kWh) can supply approximately 37 500 to 43 000 homes with electricity for an entire year. Operation of data centers: This is enough energy to power several large data centers for extended periods. In comparison, gigantic battery storage projects (like Google's in Minnesota) are planned at around 30 GWh to handle very high loads. Support for renewable energy: 300 GWh can cover a significant portion of the energy demand during "curtailment" (when produced renewable energy must be discarded because the power grid cannot accommodate it). In 2018, over 460 GWh of solar and wind energy was curtailed in California. Electric transport: This amount can charge an enormous number of electric cars. With an average consumption of 20 kWh per 100 km, 300 GWh can power an electric car approx. 1,5 billion kilometers. Industrial activity: It can cover the electricity needs of large production facilities, desalination plants, or agricultural pumps in the dry areas of California. To put it in perspective, the total electricity production in California in 2021 amounted to over 277 000 GWh." So now the facility is finished, and the need is probably more relevant now than ever? The company is geared for growth and hopes 2026 will be the year this company breaks through world wide!
    27.2.
    ·
    27.2.
    ·
    Gone under the radar - so good!
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, ​​eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.

Tarjoustasot

NorwayOslo Børs
Määrä
Osto
-
Myynti
Määrä
-

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
419--
1--
3 604--
2 177--
1 369--

Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.

Välittäjätilasto

Dataa ei löytynyt

Yhtiötapahtumat

Datan lähde: FactSet, Quartr
Seuraava tapahtuma
2026 Q1 -tulosraportti
13.5.
Menneet tapahtumat
2025 Q4 -tulosraportti
27.2.
2025 Q3 -tulosraportti
14.11.2025
2025 Q2 -tulosraportti
15.8.2025
2025 Q1 -tulosraportti
15.5.2025
2024 Q4 -tulosraportti
25.2.2025

Tuotteita joiden kohde-etuutena tämä arvopaperi

2025 Q4 -tulosraportti
17 päivää sitten

Uutiset

AI
Viimeisin
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.

Yhtiötapahtumat

Datan lähde: FactSet, Quartr
Seuraava tapahtuma
2026 Q1 -tulosraportti
13.5.
Menneet tapahtumat
2025 Q4 -tulosraportti
27.2.
2025 Q3 -tulosraportti
14.11.2025
2025 Q2 -tulosraportti
15.8.2025
2025 Q1 -tulosraportti
15.5.2025
2024 Q4 -tulosraportti
25.2.2025

Tuotteita joiden kohde-etuutena tämä arvopaperi

Shareville

Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
  • 10.3. · Muokattu
    10.3. · Muokattu
    “At the start of this year, we have been progressing with the mechanical installation of the 100 MW green hydrogen plant we are building for Salzgitter Flachstahl GmbH . 🏗️ The project is moving forward, progress in the media preparation area is clearly visible, and we look forward to starting the delivery of the core technology, including the electrolyzers, to site later THIS spring. This plant will support the production of green steel and contribute to decarbonizing the steel industry 🌱 Thank you Salzgitter for the strong and constructive collaboration🤝” https://www.linkedin.com/posts/at-the-start-of-this-year-we-have-been-progressing-ugcPost-7437044581512380416-vGZp?utm_source=share&utm_medium=member_ios&rcm=ACoAABNlZiYBrH8nkN4W3f1w3i7_UmkNDR7XSlg
  • 2.3. · Muokattu
    ·
    2.3. · Muokattu
    ·
    What do you think? (Had AI fine-tune and structure it more) HydrogenPro: An overlooked transition to a tech-focused model? The market seems to price HydrogenPro (HYPRO) as a traditional industrial company with challenges. However, the Q4 2025 financial report points to a different reality: A company that has undergone a significant transformation towards a more asset-light model with a focus on high-margin components and partners for the rest of the value chain. 1. Low valuation measured by enterprise value As of early March 2026, the stock trades at a market cap of approx. 140 MNOK. ◦ Cash at year-end 2025: 102 MNOK. ◦ Enterprise value (EV) is thus typically in the 30–50 MNOK range (depending on the source, e.g., Yahoo Finance ~32 MNOK). For this value, one gains access to a global IP portfolio, approx. 85 employees, an automated production line in Aarhus for 3rd generation electrodes, and full ownership of facilities in China. 2. Transition towards higher margins and lower cash-burn HydrogenPro has significantly reduced fixed costs (over 50 MNOK annually through the cost-savings program) and changed strategy: ◦ Focus on in-house production of critical electrodes → gross margin on these core components up to ~55 %. ◦ Model inspired by “Intel Inside”: Delivers the high-value parts, while partners like Andritz and Mitsubishi handle engineering, procurement, and construction (EPC) and thus a part of the risk. ◦ Track record: All 40 electrolyzers in the 220 MW ACES project in Utah are now running at full load (100 % load), which provides the operational proof many customers demand before larger orders. 3. DG Fuels investment as a potential accounting trigger The investment in DG Fuels (convertible note) is currently booked at a very low fair value after write-downs. If DG Fuels reaches final investment decision (FID) or a new financing round in 2026, it could trigger an upward adjustment to real value in HydrogenPro's financial statements. The scope is uncertain and depends on the project's success, but it could become a non-operational value uplift – without extra work in Aarhus. 4. Backlog and pipeline as signs of progress Order backlog: 275 MNOK at year-end 2025. Pipeline: Several projects (including approx. 4 units) close to FID with a potential contract value of around 1 billion NOK in 2026. Strong partners like Andritz and Mitsubishi (also significant shareholders) contribute to validating the technology and reducing execution risk. Perspective for debate The current valuation provides a high “cash-backed” downside risk (cash covers a large part of the market cap), while the potential lies in operational leverage from higher margins + potential re-rating of assets like DG Fuels and order intake. The market has so far focused on the challenges of recent years (delays in FIDs, low revenue, continued negative EBITDA). The question is whether the transformation and the upcoming triggers in 2026 are sufficiently priced in – or if it is a classic “overlooked turnaround”.
    10.3.
    “At the start of this year, we have been progressing with the mechanical installation of the 100 MW green hydrogen plant we are building for Salzgitter Flachstahl GmbH . 🏗️ The project is moving forward, progress in the media preparation area is clearly visible, and we look forward to starting the delivery of the core technology, including the electrolyzers, to site later this spring. This plant will support the production of green steel and contribute to decarbonizing the steel industry 🌱 Thank you Salzgitter for the strong and constructive collaboration🤝” https://www.linkedin.com/posts/at-the-start-of-this-year-we-have-been-progressing-ugcPost-7437044581512380416-vGZp?utm_source=share&utm_medium=member_ios&rcm=ACoAABNlZiYBrH8nkN4W3f1w3i7_UmkNDR7XSlg
  • 27.2. · Muokattu
    ·
    27.2. · Muokattu
    ·
    Be aware of how market makers “historically operate”. There are several examples but these are the 3 most visible in the chart. Technically I am ”bear”, fundamentally I am “bull”
    2.3. · Muokattu
    ·
    2.3. · Muokattu
    ·
    Fundamentally ⤵️ as well as significantly lower cash burn and high margin, the asset-light business model is starting to show its effect more clearly in the financial statements, which I believe many overlook and therefore underestimate HydrogenPro. (Picture illustrates that there are 4 projects in FID with a total potential order value of approx. 1 billion NOK in 2026 alone)
  • 27.2. · Muokattu
    ·
    27.2. · Muokattu
    ·
    There's a lot of off-book trading happening, I bought this morning and can only see a small percentage of the purchase here in the volume and latest trades, this has been going on all week. 🤖AI: ⤵️ The fact that there has been a lot of "off-book" activity all week leading up to the financial report is a strong signal: • The "big players" are accumulating: Institutional investors (such as Norwegian funds or large private investors) prefer off-book trading to be able to buy large quantities without scaring the market. • Accumulation: When the volume in the visible order book is low, but the price remains stable, while large trades are taking place "in the dark", we call it accumulation.
    27.2.
    27.2.
    Aria ai says about FID In summary, a NOK ~1 billion contract value from FIDs in 2026 is ambitious but achievable for HydrogenPro given their current project pipeline and market positioning.
    27.2. · Muokattu
    27.2. · Muokattu
    They “only” need one of the 15 hot leads, 4 of them is in the final contract stage here now in 2026 NOK1 billion FID’s (the 1bnok is the potential order value there is in 2026. As I understand it ☺️)
  • 27.2.
    ·
    27.2.
    ·
    To check the potential, I asked AI: "What can one use 300 gwh for in California?" (the 2 mountain caverns Utah with 150 gwh hydrogen) AI overview: "In California, a state with high electricity consumption and a strong focus on renewable energy, 300 GWh can be used for the following: Household power supply: With an average annual consumption of approx. 7 000–8 000 kWh per household in California, 300 GWh (300 000 000 kWh) can supply approximately 37 500 to 43 000 homes with electricity for an entire year. Operation of data centers: This is enough energy to power several large data centers for extended periods. In comparison, gigantic battery storage projects (like Google's in Minnesota) are planned at around 30 GWh to handle very high loads. Support for renewable energy: 300 GWh can cover a significant portion of the energy demand during "curtailment" (when produced renewable energy must be discarded because the power grid cannot accommodate it). In 2018, over 460 GWh of solar and wind energy was curtailed in California. Electric transport: This amount can charge an enormous number of electric cars. With an average consumption of 20 kWh per 100 km, 300 GWh can power an electric car approx. 1,5 billion kilometers. Industrial activity: It can cover the electricity needs of large production facilities, desalination plants, or agricultural pumps in the dry areas of California. To put it in perspective, the total electricity production in California in 2021 amounted to over 277 000 GWh." So now the facility is finished, and the need is probably more relevant now than ever? The company is geared for growth and hopes 2026 will be the year this company breaks through world wide!
    27.2.
    ·
    27.2.
    ·
    Gone under the radar - so good!
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