NEL ASA - Elektrolyse-Spezialist aus Norwegen (Seite 243)
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Nel ASA: Third quarter 2022 financial results
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OSE-FILING
October 20, 2022 – Oslo, Norway
Nel ASA: Third quarter 2022 financial results
(Oslo, 20 October 2022) Nel ASA (Nel, OSE:NEL) reported revenues of NOK 183 million in the third quarter of 2022, down from NOK 229 million in the same quarter of 2021. Third quarter order intake was NOK 775 million, up 456% from the same quarter last year, heavily impacted by the 200MW, EUR 45 million, purchase order from an undisclosed US customer. At the end of the third quarter the order backlog was 2 103 million, up 107% from Q3 2021. Subsequent to the quarter Nel announced another record, signing a NOK 600 million contract with Woodside Energy for its first hydrogen project in the US.
Quarterly highlights
Nel ASA (Nel) reported revenue and operating income in the third quarter 2022 of NOK 183 million, down 20% from the third quarter 2021 (Q3 2021: 229). The decline was driven by lower sales in Fueling and PEM electrolysers whereas alkaline electrolysers experienced strong growth.
Order intake in the quarter amounted to NOK 775 million (88% from electrolyser), up 456% from the same quarter last year (Q3 2021: 139).
At quarter end, Nel had a record high order backlog of NOK 2 103 million (80% related to electrolyser), up 107% from the third quarter of 2021, and up 46% compared to the previous quarter.
EBITDA of NOK -214 million (Q3 2021: -113) driven by high losses in Fueling, low margins on electrolyser projects signed in 2020/2021 and increased personnel expenses to prepare for large-scale projects
Strong cash balance of NOK 3 520 million (Q3 2021: 2 930).
Subsequent to the quarter,
Nel has received approximately USD 6 million in funding from US Department of Defence for accelerating advanced PEM electrolyser stack development
Nel has received a new NOK 600 million contract in the U.S. from Woodside Energy for alkaline electrolyser equipment.
“We are truly excited about the recent developments with the signings of two record size contracts in a very short time period”, says Nel’s CEO, Håkon Volldal.
“As our clients are increasingly worried about electrolyser production capacity from quality producers, the market balance is moving in Nel’s favour. We are now able to negotiate better terms and conditions, a trend we foresee to continue going forward”, Volldal says.
US is becoming an important market for green hydrogen production, mainly due to favourable framework conditions following President Biden’s Inflation Reduction Act (IRA), which is now accelerating final investment decisions (FID). The electrodes Nel will deliver to the recently signed large-scale projects will be produced in the Herøya facility in Norway – the only fully automated electrolyser manufacturing facility in the world.
“Having a proven and fully automated production concept gives Nel a huge advantage as it allows for future-proof scaling at speed. This is key to meeting the rapidly growing market demand” Volldal says.
Nel is well underway finding a suited site in the US for PEM and Alkaline electrolyser production and expects to conclude the site selection process within H1 2023.
Revenues in Q3 2022 of NOK 183 million were flat from Q2 2022, while down from NOK 229 million in Q3 2021. This was mainly caused by reductions in both Fueling and for PEM electrolysers, while alkaline electrolysers experienced high growth. In Fueling the low order intake in previous quarters combined with supply chain challenges resulted in low sales of new fueling stations. For PEM electrolysers, the order intake has been good for smaller systems, but actual deliveries and revenue recognition has slowed down due to long lead times on certain components.
EBITDA decreased from same quarter last year. In addition to lower revenues in Fueling and PEM electrolysers and higher personnel expenses, the EBITDA was negatively impacted by high quality costs in Fueling, increased raw materials expenses and supply chain challenges.
EBITDA and other alternative performance measures (APMs) are defined and reconciled to the IFRS financial statements as a part of the APM section of the third quarter 2022 report on page 21.
Note that Nel has decided to increase its value threshold for stock exchange notices when receiving firm purchase orders or grants. The current value threshold of about EUR 2 million has been increased to about EUR 5 million.
The third quarter 2022 report and presentation are enclosed and available on www.newsweb.no (Ticker: NEL) and www.nelhydrogen.com. The presentation will be a virtual event only, followed by a Q&A session. The live presentation can be accessed on the company’s website www.nelhydrogen.com or by following this link. A recording of the presentation will be publicly available following the event.
ENDS
For additional information, please contact:
Kjell Christian Bjørnsen, CFO, +47 917 02 097
Wilhelm Flinder, Head of Investor Relations, +47 936 11 350
About Nel ASA | www.nelhydrogen.com
Nel is a global, dedicated hydrogen company, delivering optimal solutions to produce, store and distribute hydrogen from renewable energy. We serve industries, energy and gas companies with leading hydrogen technology. Since its origins in 1927, Nel has a proud history of development and continual improvement of hydrogen plants. Our hydrogen solutions cover the entire value chain from hydrogen production technologies to manufacturing of hydrogen fueling stations, providing all fuel cell electric vehicles with the same fast fueling and long range as conventional vehicles today.
This information is subject to a duty of disclosure pursuant to Section 5-12 of the Norwegian Securities Trading Act. This information was issued as inside information pursuant to the EU Market Abuse Regulation, and was published by Wilhelm Finder, Head of Investor Relations, at NEL ASA on the date and time provided.
This release was sent by NEL ASA
https://news.cision.com/nel-asa/r/nel-asa--third-quarter-202…
Release
Q3 2022 Report
Q3 2022 Presentation
To deactivate your subscription use the link below (if you cannot click it, copy it and paste it into a Web browser) :
https://publish.ne.cision.com/Subscriber/Index/81119404575C9…
logo
OSE-FILING
October 20, 2022 – Oslo, Norway
Nel ASA: Third quarter 2022 financial results
(Oslo, 20 October 2022) Nel ASA (Nel, OSE:NEL) reported revenues of NOK 183 million in the third quarter of 2022, down from NOK 229 million in the same quarter of 2021. Third quarter order intake was NOK 775 million, up 456% from the same quarter last year, heavily impacted by the 200MW, EUR 45 million, purchase order from an undisclosed US customer. At the end of the third quarter the order backlog was 2 103 million, up 107% from Q3 2021. Subsequent to the quarter Nel announced another record, signing a NOK 600 million contract with Woodside Energy for its first hydrogen project in the US.
Quarterly highlights
Nel ASA (Nel) reported revenue and operating income in the third quarter 2022 of NOK 183 million, down 20% from the third quarter 2021 (Q3 2021: 229). The decline was driven by lower sales in Fueling and PEM electrolysers whereas alkaline electrolysers experienced strong growth.
Order intake in the quarter amounted to NOK 775 million (88% from electrolyser), up 456% from the same quarter last year (Q3 2021: 139).
At quarter end, Nel had a record high order backlog of NOK 2 103 million (80% related to electrolyser), up 107% from the third quarter of 2021, and up 46% compared to the previous quarter.
EBITDA of NOK -214 million (Q3 2021: -113) driven by high losses in Fueling, low margins on electrolyser projects signed in 2020/2021 and increased personnel expenses to prepare for large-scale projects
Strong cash balance of NOK 3 520 million (Q3 2021: 2 930).
Subsequent to the quarter,
Nel has received approximately USD 6 million in funding from US Department of Defence for accelerating advanced PEM electrolyser stack development
Nel has received a new NOK 600 million contract in the U.S. from Woodside Energy for alkaline electrolyser equipment.
“We are truly excited about the recent developments with the signings of two record size contracts in a very short time period”, says Nel’s CEO, Håkon Volldal.
“As our clients are increasingly worried about electrolyser production capacity from quality producers, the market balance is moving in Nel’s favour. We are now able to negotiate better terms and conditions, a trend we foresee to continue going forward”, Volldal says.
US is becoming an important market for green hydrogen production, mainly due to favourable framework conditions following President Biden’s Inflation Reduction Act (IRA), which is now accelerating final investment decisions (FID). The electrodes Nel will deliver to the recently signed large-scale projects will be produced in the Herøya facility in Norway – the only fully automated electrolyser manufacturing facility in the world.
“Having a proven and fully automated production concept gives Nel a huge advantage as it allows for future-proof scaling at speed. This is key to meeting the rapidly growing market demand” Volldal says.
Nel is well underway finding a suited site in the US for PEM and Alkaline electrolyser production and expects to conclude the site selection process within H1 2023.
Revenues in Q3 2022 of NOK 183 million were flat from Q2 2022, while down from NOK 229 million in Q3 2021. This was mainly caused by reductions in both Fueling and for PEM electrolysers, while alkaline electrolysers experienced high growth. In Fueling the low order intake in previous quarters combined with supply chain challenges resulted in low sales of new fueling stations. For PEM electrolysers, the order intake has been good for smaller systems, but actual deliveries and revenue recognition has slowed down due to long lead times on certain components.
EBITDA decreased from same quarter last year. In addition to lower revenues in Fueling and PEM electrolysers and higher personnel expenses, the EBITDA was negatively impacted by high quality costs in Fueling, increased raw materials expenses and supply chain challenges.
EBITDA and other alternative performance measures (APMs) are defined and reconciled to the IFRS financial statements as a part of the APM section of the third quarter 2022 report on page 21.
Note that Nel has decided to increase its value threshold for stock exchange notices when receiving firm purchase orders or grants. The current value threshold of about EUR 2 million has been increased to about EUR 5 million.
The third quarter 2022 report and presentation are enclosed and available on www.newsweb.no (Ticker: NEL) and www.nelhydrogen.com. The presentation will be a virtual event only, followed by a Q&A session. The live presentation can be accessed on the company’s website www.nelhydrogen.com or by following this link. A recording of the presentation will be publicly available following the event.
ENDS
For additional information, please contact:
Kjell Christian Bjørnsen, CFO, +47 917 02 097
Wilhelm Flinder, Head of Investor Relations, +47 936 11 350
About Nel ASA | www.nelhydrogen.com
Nel is a global, dedicated hydrogen company, delivering optimal solutions to produce, store and distribute hydrogen from renewable energy. We serve industries, energy and gas companies with leading hydrogen technology. Since its origins in 1927, Nel has a proud history of development and continual improvement of hydrogen plants. Our hydrogen solutions cover the entire value chain from hydrogen production technologies to manufacturing of hydrogen fueling stations, providing all fuel cell electric vehicles with the same fast fueling and long range as conventional vehicles today.
This information is subject to a duty of disclosure pursuant to Section 5-12 of the Norwegian Securities Trading Act. This information was issued as inside information pursuant to the EU Market Abuse Regulation, and was published by Wilhelm Finder, Head of Investor Relations, at NEL ASA on the date and time provided.
This release was sent by NEL ASA
https://news.cision.com/nel-asa/r/nel-asa--third-quarter-202…
Release
Q3 2022 Report
Q3 2022 Presentation
To deactivate your subscription use the link below (if you cannot click it, copy it and paste it into a Web browser) :
https://publish.ne.cision.com/Subscriber/Index/81119404575C9…
Antwort auf Beitrag Nr.: 72.606.605 von JALA am 19.10.22 22:36:45Ich meine, dass die Franzosen sich das wohl noch mal überlegen können. Die können doch auch von einer Gaspipeline profitieren die durch Frankreich Spanien und Deutschland verbindet. Wenn nicht alle 3 Länder zusätzliche Geschäfte über Gas machen können, dann werden ja mindestens wohl Gebühren für die Durchleitung auch für Frankreich anfallen.
BMW hält mit Wasserstoff durch. Das wiederholte Oliver Zipse, Vorstandsvorsitzender der BMW AG, in einem Interview am Montag im englischen Goodwood.
„Nach dem Elektroauto, das seit etwa 10 Jahren im Einsatz ist und schnell wächst, wird der nächste Trend Wasserstoff sein“, sagt er. "Wenn es besser skalierbar ist, wird Wasserstoff das angesagteste sein, was man fahren kann."
https://eu.detroitnews.com/story/business/autos/...drive/695…
„Nach dem Elektroauto, das seit etwa 10 Jahren im Einsatz ist und schnell wächst, wird der nächste Trend Wasserstoff sein“, sagt er. "Wenn es besser skalierbar ist, wird Wasserstoff das angesagteste sein, was man fahren kann."
https://eu.detroitnews.com/story/business/autos/...drive/695…
Antwort auf Beitrag Nr.: 72.602.459 von iamthekobold am 19.10.22 12:51:55In Bezug auf die energiepolitischen Querelen unter den EU Staaten fand ich weiter folgendes:
https://www.spiegel.de/politik/deutschland/olaf-scholz-und-p…
https://www.spiegel.de/ausland/deutsch-franzoesische-regieru…
https://www.spiegel.de/politik/deutschland/olaf-scholz-und-p…
https://www.spiegel.de/ausland/deutsch-franzoesische-regieru…
Trading Spotlight
Grüner Stahl wird das nächste Projekt für NEL
https://www.nebenwerte-magazin.com/h2-update-ist-das-nels-er…
https://www.nebenwerte-magazin.com/h2-update-ist-das-nels-er…
An beton0815 und an Investierte
Nein nicht in den Speicher, sondern in den Haupt-Verbrauchsleitungen (meist 80 bar -Leitungen) einspeisen damit der Wasserstoff nicht lange gelagert wird, sondern den Verbraucher kurzfristig zugeführt wird.Liebe Grüße Krake 72 ( bin außer Haus)
Antwort auf Beitrag Nr.: 72.603.056 von Kraake72 am 19.10.22 14:34:54Du schlägst vor, einfach 30% der Gasspeicher mit Wasserstoff zu strecken?
Das wird schwierig, da die Speicher bereits zu ca. 95% gefüllt sind. 🤪
Zudem halte ich das auch chemisch für keine Gute Idee.
Bin jetzt nicht so der Experte, aber wenn ich eine Gasheizung hätte, würde
ich vorab mal beim TÜV anrufen….
Alter Falter…
Soviel zu minderintelligenten Backwaren
Liebe Grüße beton0815
Das wird schwierig, da die Speicher bereits zu ca. 95% gefüllt sind. 🤪
Zudem halte ich das auch chemisch für keine Gute Idee.
Bin jetzt nicht so der Experte, aber wenn ich eine Gasheizung hätte, würde
ich vorab mal beim TÜV anrufen….
Alter Falter…
Soviel zu minderintelligenten Backwaren
Liebe Grüße beton0815
Bevor Ihr Eure Diskussion weiter ausbaut erinnere ich an die Short-Positionen.
Zur Erinnerung, es stehen noch, schätze mal 10 Mio. Rote VK-Aktien von der Vorwoche auf unseren Börsen Platz die unseren Kurs massiv drücken. Weiterhin meine Information zum Ausbau unser Wasserstoff-Achsen in Europa mit Deutschlands führender Rolle
Es werden Sicherlich nicht nur die Wasserstoff-Achse Spanien -Deutschland gebaut.
Es wird nicht nur die Wasserstoff-Achse Norwegen Deutschland gebaut
Es werden nicht nur die Schwimmende Terminals gebaut so das nicht nur LNG-Gase aus USA per. Schifftransport. angelandet wird, sondern an diesen Terminals werden sicherlich auch die Schifftransporte mit Wasserstoff aus Australien –aus Kannada – ggf aus Katar -aus Spanien --- ( bis die Pipeline steht)- aus Norwegen ( bis die Pipeline Steht) und nun recherchiert mal, mit welchen Elektrolyseure der Wasserstoff in den einzelnen Länder hergestellt wird. Fragt doch mal bei NEL-ASA nach. -- Über das deutsche Erdgas-Netz werden dann die Europäischen Staaten bis nach Österreich mit Energie versorgt und verteilt. Dieses ist eine Europäische Energie Strategie, die unsere Zukunft absichert. Da nehme ich unseren Minister Robert H. in Schutz und hoffe er schaukelt die Schiffe.
Eine Sofortige Zumischung von ca.30% Wasserstoff in das Europäische Gas-Netz muss erfolgen. Somit wird die gespeicherte Gasmenge zusätzlich um 30% gestreckt. Dieses habe ich immer wiederholt in meinen Beiträgen vorgetragen.
Ob die Analysten aus Amerika dieses alles wissen??? Und warum ist unsere Aktie unterbewertet.???
Liebe Grüße Kraake72
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