Hexagon - Spezialist für Gasspeicher (Seite 52)

Antwort auf Bergfreund 12.01.18 12:36:46 Uhr

Aus der Pressmeldung geht das nicht wirklich hervor. Zitat:

"The joint venture will initially focus on opportunities in the maritime and marine segments as well as projects to leverage renewable energy resources."

Aus der gemeinsamen Webseite auch nicht:
http://hyon.no/#solutions

Antwort auf Bergfreund 12.01.18 12:36:46 Uhr

...ahja,das Joint Venture der norwegischen Firmen konzentriert sich vorerst wohl auf den maritimen
Einsatz von H2/BZ z.B. in zukünftigen Kreuzfahrtschiffen usw.

Auf der Hompage Seereisenportal.de/news 2017("LNG ist nicht die Lösung-Wasserstoff schon...")...mit
meinem alten PC kann ich leider nicht verlinken.... wird u.a. gemeldet,das Viking Cruises Pläne für ein Kreuzfahrtschiff mit Wasserstoffantrieb vorgestellt haben soll(anfang 2017)..in diesem Beitrag
gibt es von der Meyer Werft einen Kurzclip zur H2-entwicklung.


Alles sehr interessant!!!!
Dann werde ich wohl Nel und Hydrogenics mit Hexagon ergänzen und bei schwächelnden Kursen
bei Hexagon nachkaufen.

BF

Antwort auf Bergfreund 12.01.18 12:03:13 Uhr

Noch eine Frage cash_...wird Hexagon in H2 Tankstellen Druckbehälter(Stichwort TITAN) liefern?
Besteht eben da auch die Kooperation mit NEL?

BF

Antwort auf cash_is_king 01.01.18 15:43:56 Uhr

Moin cash_
Hexagon hat mit Mitsui& co ltd (25%)sowie Flakk Group(Norwegen 20%) die Top-Hauptinvestoren...
alle Achtung!... hinter diesen stecken Power und Sachverstand.

Wenn ich halbwegs die Billanz 2016/2017 verstanden habe macht Hexagon ca.20 Millionen-Nettogewinn per Jahre bei einer MK von derzeit 450Millionen Euro.Gasgeschäft in usa scheint derzeit das Hauptfeld
zu sein(Schiefergaz auch)....wenn aber in Jahren(!) die H2-Trucks in Japan,USA und Europa
fahren,wird Hexagon wohl ennorm partizipieren.Die strategische Zusammenarbeit mit Mitsui&co ist
erstmal bis 2021 angelegt...das Board von Flakk Group hat ja exelente Fachleute.

BF

Antwort auf Bergfreund 01.01.18 15:15:18 Uhr

Soweit ich weiß, haben Toyoga u. Honda die Tank selbst entwickelt und produzieren sie auch selbst. Insofern hat es mich überrascht zu lesen, dass Hexagon bei den LKW-Tanks mit im Boot ist. Ein schlechtes Szenario wäre es, wenn man Hexagon nur für die Prototypen mit ins Boot holt und die Serie dann selbst produziert.

Es gibt allerdings auch andere Komponenten in Brennstoffzellen-Fahrzeugen, die von Zulieferern kommen. Im Falle des Toyota Mirai z.B. von Toray:

https://asia.nikkei.com/Business/Companies/Toray-sets-sights…

Antwort auf cash_is_king 01.01.18 14:45:46 Uhr

Ahja danke,
dann also Entwicklung und Lieferung für Truck Scania und Toyota-Truck.
Vielleicht schaut Daimler dann hinsichtlich seiner LKWs jetzt still in diese Richtung.

Hexagon daher verstärkt für mich auf die Beobachtung(auch mobile Versorgung in usa sehr interessant).

Danke cash

BF

Antwort auf Bergfreund 01.01.18 14:07:23 Uhr

Wer baut denn die H2tanks beu Toyota und Honda mit deren beiden Modellen?

Die ganze Zulieferfragen rund um tanks,Brennstoffzellen u.a.für die großen Automobolhersteller
sind ennorm wichtig um Kriterien für den Kauf von Zulieferaktien herauszufiltern.

Entwickelt und baut z.B.Toyota nicht selbst die tabks für PKW und ihren ersten BIG-LKW,
der da in Kalifornien zu sehen ist?
BF

Antwort auf Bergfreund 01.01.18 14:07:23 Uhr

Dir auch ein frohes Neues!

Hast Du einen Link zu dem Zitat?

Hier heißt es: "as aus karbonfaserummantelten Behältern bestehende Wasserstofftanksystem wird im Daimler-Werk Mannheim gefertigt und die Lithium-Ionen-Batterie kommt von der Daimler Tochter Deutsche ACCUMOTIVE aus Kamenz/Sachsen."

http://media.daimler.com/marsMediaSite/de/instance/ko/Unter-…

Leider stehrt dort kein Datum. Die Info, bzgl. Hexagon und Daimler stammt aus dem August 2016:
http://compositesmanufacturingmagazine.com/2016/08/hexagon-c…

Wenn Daimler das in der Zwischenzeit allein macht, wäre das natürlich ein Rückschlag für Hexagon.

Immerhin scheint man aber auch mit anderen Herstellern zu kooperieren...

Toyota:
www.electrive.net/2017/08/10/hexagon-liefert-h2-tanks-fuer-t…

Scania:
https://globenewswire.com/news-release/2017/08/03/1071857/0/…

Antwort auf cash_is_king 06.09.16 00:02:34 Uhr

Alles Gute cash_is_king in 2018!
Nochmals vielen Dank für diesen Tread und ich habe mal bei Daimlers Tochter NuCellsys in Kirchheim nachgeschaut,ob der Mercedes Benz GLC F-Cell nun mit Wasserstoffzylindern von Hexagon
ausgestattet sind.
Dort schreibt man u.a.;"Das aus Karbonfaser ummantelten Behältern bestehende Wasserstofftanksystem wird im Daimler-Werk Mannheim (entwickelt) und gefertigt.

Kein Hinweis auf Lieferung von Teilen/Behältern von Hexagon erhalten.


Bis bald!
BF

Q1/2018 sollte auch gut anlaufen:

FURTHER GROWTH IN MOBILE PIPELINE®
30.11.2017 STOCK EXCHANGE RELEASE

Hexagon Composites' subsidiary Hexagon Lincoln announces a new purchase order for TITAN® 4 trailers from Certarus Ltd., a leading provider of fully integrated compressed natural gas (CNG) delivery solutions, with a total value of USD 10.4 million (around NOK 85 million).

"The macro trend of gasification of both the oil & gas sector and industrial markets has created strong demand for Certarus. This new order of TITAN® trailers will be deployed primarily into our industrial power generation fuel supply business line. Certarus is the North American market leader for large scale integrated compressed natural gas solutions and Hexagon's TITAN® 4 is the core of our fleet", says Curtis Philippon, President & CEO of Certarus Ltd.

"We continue to see strong growth in the Mobile Pipeline® market driven by the desire to reduce fuel costs and pollutant emissions. We are positioned to support this growth through our capabilities in North America," said Miguel Raimao, Vice President Mobile Pipeline® at Hexagon Lincoln

"We are proud to be a trusted partner of Certarus who is a pioneer in the supply of clean fuel into the oil and gas fields of North America. This new follow-on order continues to affirm Hexagon's class leading product performance and unmatched after-sales service support," said Jack Schimenti, President of Hexagon Lincoln.

Deliveries are scheduled for first quarter of 2018.

Zahlen für Q3:

HEXAGON COMPOSITES ASA: RESULTS FOR THE THIRD QUARTER 2017
01.11.2017 STOCK EXCHANGE RELEASE

In the third quarter 2017 Hexagon Composites generated NOK 352.8 (266.2) million in operating income and made an operating profit before depreciation and amortization (EBITDA) of NOK 51.2 (4.6) million. Operating profit (EBIT) was NOK 33.8 (-12.4) million and profit before tax came to NOK 21.8 (-18.4) million.

Overall, Group operating profit has markedly improved versus the third quarter 2016, and the previous quarter. Operating results in the third quarter were impacted positively by a 32% growth in revenues versus the same period last year. Both the Low-Pressure and High-Pressure segments contributed significantly to year-over-year growth in profitability, with the latter recording operating profits in the quarter for the first time in 2017.

The financial statements include the Group's fifty-percent share of Agility Fuel Solutions ("Agility") results accounted for under the equity method. In addition, the fully consolidated financial results of the acquired Hexagon xperion (renamed from xperion Energy & Environment) and related group subsidiaries are included. There are no restatements to previously reported figures as a result of these transactions which occurred, and were first reported, in the fourth quarter 2016. The underlying improvement is stronger than the reported numbers indicate.

NEW LARGE TITAN® ORDER FOR THE NORTH AMERICAN INDUSTRIAL SECTOR

Hexagon Composites' subsidiary Hexagon Lincoln announces a follow-on purchase order for TITAN® 4 trailers from Certarus Ltd. with a total value of USD 11 million (around NOK 86 million). The Mobile Pipeline® modules will serve the industrial sector in North America.

www.hexagon.no/news--media/news?press_id=2139892&timestamp=2…

Zahlen für Q1 / 2017:

In the first quarter 2017 Hexagon Composites generated NOK 346.2 (291.6) million in operating income and made an operating profit before depreciation (EBITDA) of NOK 35.1 (18.6) million. Operating profit (EBIT) was NOK 16.6 (3.2) million and profit/loss before tax came to NOK 6.3 (-2.6) million.

Key developments:
- Record high sales in the Low-Pressure segment
- Strong Mobile Pipeline® sales driven by large order deliveries to oil and gas customer
- Received an order for gas container modules from EGAS in Pakistan with a total estimated value of EUR 2.6 million (around NOK 21 million)
- Awarded a substantial order for cylinders from Air Products for hydrogen transportation in Germany
- Finalized the joint venture agreement with Nel ASA and PowerCell Sweden AB for integrated hydrogen projects initially focused on the maritime and marine segments.

After balance sheet date:
- Entered into long-term agreement with Certarus and received a TITAN® order worth USD 20.6 million (around NOK 177 million).

===> Das sieht doch alles ziemlich erfreulich aus!

Top Manufacturers Analysis in Hydrogen Storage market 2017:-
Hexagon auf Platz 7:

1. Air Liquide
2. Linde AG
3. Praxair Inc.
4. Worthington Industries Inc.
5. Luxfer Holdings PLC
6. Mcphy Energy S.A.
7. Hexagon Composites ASA
8. Hbank Technologies Inc.
9. Inoxcva
10. VRV S.P.A

http://registrardaily.com/2017/01/06/global-hydrogen-storage…

Q4-Ergebnis:

In the fourth quarter 2016 Hexagon Composites generated NOK 347.1 (371.4) million in operating income and made an operating profit before depreciation (EBITDA) of NOK 314.7 (40.9) million. Operating profit (EBIT) was NOK 288.7 (18.6) million and profit/loss before tax came to NOK 304.9 (14.7) million. The results include a one-off gain of NOK 348 million, with corresponding tax provision charges of NOK 122 million, recognized as a result of the Agility Fuel Solutions ("Agility") transaction executed at the start of the quarter. The results also include one-off costs and movement in accruals contained to the quarter of approximately NOK 46 million.

http://www.wallstreet-online.de/nachricht/9337789-hexagon-co…



Joint Venture mit NEL und Powercell:

http://www.hexagon.no/news--media/news?press_id=2072118&time…" target="_blank" rel="nofollow ugc noopener">http://www.hexagon.no/news--media/news?press_id=2072118&time…

Q3-Zahlen:

In the third quarter 2016 Hexagon Composites generated NOK 266.2 (256.9) million in operating income and made an operating profit before depreciation (EBITDA) of NOK 4.6 (-31.0) million. Operating profit (EBIT) was NOK -12.4 (-43.8) million and profit/loss before tax came to NOK -18.4 (-56.0) million.

Operating results in the third quarter were impacted positively by a 52% growth in revenues within the Low-Pressure segment versus the same period last year. However weak sales volumes of Mobile Pipeline® hamper overall profitability for the Group. The realized cost initiatives executed towards the end of 2015 have a positive year-over-year impact on results.
http://www.hexagon.no/news--media/news?press_id=2051921&time…

Meldung vom 10.11.:
Hexagon Ragasco enters strategic partnership with Lipigas in Chile
http://www.hexagon.no/news--media/news?press_id=2055972&time…
"Chile is a well-established LPG market, with strong focus on secure handling and safety. Bottled LPG is the primary energy source for Chilean homes."

Meldung vom 23.11.:
Hexagon Composites' subsidiary Hexagon Ragasco has received an order for composite LPG cylinders from Woqod at a total value of EUR 4.6 million (around NOK 41 million).

http://www.hexagon.no/news--media/news?press_id=2058669&time…

Results for the second quarter and first half year 2016

In the second quarter 2016 Hexagon Composites generated NOK 315.6 (413.9) million in operating income and made an operating profit before depreciation (EBITDA) of NOK 37.0 (37.4) million. Operating profit (EBIT) was NOK 19.7 (23.2) million and profit/loss before tax came to NOK 18.4 (-11.7) million.

Operating results in the second quarter were impacted positively by a 20% growth in revenues within the Low-Pressure Cylinders segment versus the same period last year. However weak sales volumes within High-Pressure Cylinders continue to hamper overall profitability for the Group. The realized cost initiatives executed towards the end of 2015 are proving effective in countering the above volume reductions.

The first half year of 2016 provided an operating income of NOK 607.2 (815.5) million and had an operating profit before depreciation (EBITDA) of NOK 55.6 (90.2) million. The operating profit (EBIT) was NOK 22.9 (62.7) million and profit before tax was NOK 15.8 (41.6) million.

Key developments:

Strong performance in Low-Pressure Cylinders.

Profitability impacted by soft Heavy-Duty Truck sales.

Mobile Pipeline® sales have improved versus first quarter but still relatively low Order intake for deliveries later in the year is healthy.

Announced joint merger of Heavy- and Medium-Duty CNG Automotive Products with Agility Fuel Systems to form Agility Fuel Solutions with closing targeted for 1st October 2016.
Repaid all outstanding bank loans in the quarter.

Announced joint venture agreement with Siddha Gas Technik in India to pursue opportunities in India's natural gas market.

Other important events in the half-year reported previously

The Group received NOK 667 million from a private placement of new shares and entered a strategic cooperation agreement with Mitsui & Co., Ltd.

Awarded extension of long-term agreement with New Flyer Industries for the North American transit bus market.

Acquisition of 67% of a Brazilian entity to pursue fuel systems opportunities for transit buses and heavy-duty trucks in South America and Africa.

Awarded a significant Mobile Pipeline® order for distribution of biomethane in the UK.
Commenced a business viability study of a proposed joint venture with Mitsui & Co., and Toray Industries, to manufacture and sell high-pressure cylinders for hydrogen vehicles in Japan.

---------------------------------------------------------------------------------------------

Und dann die Super-Nachricht vom 22.08.:
Hexagon Composites develops next generation hydrogen cylinder for Daimler's new Mercedes-Benz GLC F-CELL
http://www.hexagon.no/news--media/news?press_id=2036354&time…" target="_blank" rel="nofollow ugc noopener">http://www.hexagon.no/news--media/news?press_id=2036354&time…

Der Annual Report 2015:

http://hugin.info/132600/R/1994869/738246.pdf

Auszug: "North American orders from the oil and gas sector have stopped, and general macro-related uncertainties have delayed investment decisions in Latin America. We continue to expect significant growth opportunities in these markets medium and long term, but have limited visibility at this point in time."

Zum Thema E-Autos mit Brennstoffzelle:
"Hydrogen fuel cell vehicles are essential to the global low-carbon, low-emission future. We are well positioned across the hydrogen value chain with strong operations supporting passenger cars, transit buses, ground storage and backup power solutions. We expect increasing momentum during 2016."
(...)
"On 29 February 2016 we announced that an agreement has been entered into with Mitsui & Co. whereby they will assume around 25% ownership of Hexagon Composites. We are very proud to have such a highly reputed global company as a significant shareholder. The deal will significantly strengthen our balance sheet and prepare us for both organic and non-organic growth in the years
ahead."

OBJECTIVES 2016 •
Mobile Pipeline™: Drive recovery within Mobile Pipeline™ solutions. Offer leasing
options to customers.
• CNG Automotive: Leverage advantages in scale and technology to secure profitability.
Develop and implement a strategic sales approach to grow in North
America and globally.
• Low-Pressure Cylinders LPG: Leverage new production technology to increase
customer value. Secure high-capacity utilization by continuing to build the
recurring customer base.
• Hydrogen: Commercialize our Hydrogen product portfolio.

Hexagon Composites announces proposed private placement of new shares and strategic cooperation agreement with Mitsui & Co., Ltd.

http://www.hexagon.no/news--media?press_id=1990008&timestamp…

Die Kurs- und Umsatzentwicklung bei Hexagon Comp. sah im letzten Jahr nicht wirklich prickelnd aus, immerhin ist aber die Rückkehr in die Gewinnzone gelungen, wenn auch auf einem niedrigen Niveau.

Das Unternehmen besetzt interessante Themenfelder, insofern sollte es sich lohnen, die Entwicklung weiter zu beobachten:

Gründung einer eigenen Business Unit für das Wasserstoff-Speicher:
http://www.hexagon.no/news--media?press_id=1981773&timestamp…

Expansion in Brasilien:
http://www.hexagon.no/news--media?press_id=1986016&timestamp…

Neuer Auftrag im Bereich "mobile Pipeline":
http://www.hexagon.no/news--media?press_id=1988352&timestamp…

Neuer Kunde für CNG-Tanks:
http://www.hexagon.no/news--media?newsid=1971386&timestamp=2…