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Cracked me up - great promo.
Yes thanks for this link - I want to look at, maybe put a some money down.
Yea but probably percentage of holdings probably small on the non performers.
Yes - excited about the activity with the company sales. Next year could be a good year for the Hyzon Motors and the stock price.
Hyzon Motors signs exclusive supply contract for hydrogen-powered electric trucks with leading European waste collection solutions company, Geesinknorba
European waste contract
So far density to power ratio is held by Hyzon Motors. As far as engineering goes fuel cells are all highly engineered. Many complex issues crop up that need to be solve. Like battery technology, performance suffers over time. Battery performance is based on the number of charges, I believe fuel cell performance is reduced by oxidization. So over a period of run time.
Bosch seems to work with around three fuel types. But looks like cool technology, focus on primarily providing power for EV trucks. So the next couple of years will be fun watch how technology evolves. I bought my son a model hydrogen car, we had fun with that a few years ago.
Here is a nice shot of Hyzon Fuel Cell Stack.
Hyzon (Horizon)
Hyzon-Fuel-Cell-Stack-300KW
Nikola-Time-Line
I wonder which company they purchased the fuel cell stacks from? For these trucks they sold. Seems they did not have FCEL technology in house, after misleading investors, when this was discovered. I believe Nikola now has deal with Bosch to purchase fuel cells.
Yes read this awhile back, we should hear something about this by early next year. I'm hoping a sale emerges. This will spark interest in the California area. I know a lot of truck company's have interest already in the hydrogen EV trucks. Nikola has spark a lot of talk in the industry, but Hyzon Motors has the advantage here, years ahead in hydrogen cell technology. Nikola is only starting to test hydrogen around 2022-23 timeframe. Nikola is focused on battery powered EV trucks for now, looks like deliveries by EOY. But we all know the drawbacks with heavy trucks and use of batteries. Heavy load reduces AMP hour rating curve on battery.
I will be delighted when they deliver some trucks here in the U.S. California seems to be the starting point. Usually two steps ahead of the rest of the country. Since they are about the only state with Hydrogen vehicles on the road, along with fueling stations. I glad the FEDS are involved now, they will give Hydrogen, the jump start it needs in this country.
Looks like China deliveries are moving along for trial run. Looks like they may have income from this by end of the year. Leasing program plus fueling and services.
Hyzon Motors initiated with a Neutral at Goldman Sachs Goldman Sachs analyst Jerry Revich initiated coverage of Hyzon Motors with a Neutral rating and $7 price target. By leveraging its fuel cell expertise and fuel cell energy density comparable to automotive industry leaders, Hyzon "has led the industry in commercializing hydrogen fuel trucks to date," Revich said. However, he believes the key constraint for the market will ultimately be the pace of hydrogen infrastructure build out and he would consider becoming more positive on the stock if hydrogen production costs declined significantly, Revich tells investors.
Read more at:
https://thefly.com/n.php?id=3389801
JP Morgan
Richard Collier
No more lawyers as of today, fishing for clients. Deadline reached.
I'vE been in the Virgin islands for close to 30 Years. From Minnesota - don't miss the cold weather, gloomy skies.
Just in case you do not realize it, but all cars have computer systems. Electro magnetic fields of high magnitude, would effect all vehicles on the road, If they where prone to these effects. Not just E.V.s Period. Car bodies made of steel would provide a conduit(shielding) from magnetic fields. Just in case your worried.
Thanks for that, very encouraging. Happy Thanks Giving!
Yes milk trucks are in the picture, 500 grand may be a bit steep. Kenworth semi tractor 500HP runs around 160,000 - Replace the power plant with Hyrogen Cell and electric motor and drive train, double it - Two truck that come in at $500K might be bit large scale. Wish Hyzon Motors would give details. Looking at filings, no clue.
I'm think these where larger mining type vehicles for an average of $500K. Not the standard tractor trailer class. Yes that was a good answer from IR. There was nothing specific in the 8K.
Thanks,
B.C.
HYLN is a different company electric powertrain, does Hyzon Motors use these in there trucks?
Company Overview
Sector
Industrials
Industry
Machinery, Equipment & Components
Hyliion Holdings Corp. is designing and developing hybrid and electrified powertrain systems solutions for the commercial vehicle industry. The Company is focused on reducing the carbon intensity and greenhouse gas emissions (GHG) emissions of the transportation sector by providing electrified powertrain solutions for Class 8 commercial vehicles. The Company’s solutions utilize its battery systems, control software and data analytics combined with fully integrated electric motors and power electronics, to produce electrified powertrain systems that either augment in the case of Hyliion’s Hybrid systems or fully replace in the case of the fully electric Hypertruck ERX system. The Company's Hypertruck ERX system are traditional diesel or natural gas fueled powertrains.
Headquarters
1202 BMC DRIVE, SUITE 100
Cedar Park, TX
78613
www.hyliion.com
Correction I believe the plan is to buy warrants soon, sell them when they mature and hopefully make money. Warrants are like options but can expire years from now. I'm not an expert here, any corrections are welcome.
Doesn't sound like something that will happen now. Maybe way down the line.
I think that's on the very high end. Nikola's truck is priced at high 260's it's what I used for a reference. The price for a combustion Tractor runs at around 160 I believe
Guestimate around 260,000 for a tractor trailer/ Truck - 260,000 x 85 22.1 million. So may fall short on earnings, but there may be other income?
But this is excellent news.
The consensus for revenue of the 4 analysts covering HYZN for 1st quarter 2022 is USD 34.3M.
Mean Estimate: USD 34.3M
High Estimate: USD 38.2M
Low Estimate: USD 32.9M
Yes a great day earnings report off to a good start.
Got keep an eye on Nikola plant in Arizona nearly completed, expecting BEV truck shipments by end of year - at this point investment may be sound. Hydrogen testing will begin soon from what I remember.
Yes as I mention the Secretary of U.S. Energy is pumped about hydrogen energy development and bringing cost's down.
Yes that is true, but industry will change, I'm sure you are aware of this. Of course you know why dirty hydrogen is produced, our friends at big oil use and produce a lot of Hydrogen gas. But good thing, there are other clean methods of producing Hydrogen as you have seen with information available by Hyzon Motors and others.
Regarding NOX in Hydrogen Combustion.
Hydrogen is much less fussy than petrol or diesel, mixing and burning fully and efficiently in a much wider range of air-to-fuel ratios. As a result, a hydrogen engine can be run very lean (more air, less fuel) and still produce much lower ‘engine-out’ levels of NOx than petrols or diesels. Tailpipe emissions can be reduced to minute levels using existing exhaust emissions tech.
Looks like both private and public. I would do some research for further details. I know the Feds are serious about Hydrogen fuel, everyone should be. Hydrogen is a powerful fuel and very abundant through out the universe. Ultimately the cleanest source of fuel, water being a main byproduct when burned.
water
When hydrogen is the fuel, the only byproduct is water — unlike our common combustion engines, which can create harmful byproducts like nitrogen oxides.
I think a decade is doable. Look at electric charging stationa around the country. California has about 67 hydrogen refueling stations, working towards 200 public Hydrogen refueling stations in a few years. Just a matter of the government getting the ball rolling.
Hyzon Motors is taking a different approach. Fueling will be done at the distribution warehouse. Which will provide the truck with all the fuel it needs to make deliveries. Now when it comes to automobiles, refueling stations through out the country will be needed.
This is a great video. U.S Energy Secretary - talks about Hydrogen and eplains how the U.S. government planning to working on reducing Hydrogen fuel costs by 80%. She is hyped about the future of hydrogen.
Secretary of U.S. Energy
Over a million shares is not low volume.
U.S. Secretary of Energy
I love this woman. She very excited about Hydrogen Energy.
Earnings estimate for Q3:
Next Earnings Date: 11/12/21
The consensus for revenue of the 7 analysts covering HYZN for 3rd quarter 2021 is USD 5.5M.
Mean Estimate: USD 5.5M
High Estimate: USD 14.8M
Low Estimate: USD .0
Q3 EPS -.08
Lets see if we beat.
2022 Revenue Estimates:
Q4 28.9 M
Q1 33.4 M
Q2 40.0 M
Q3 49.1 M
Nice bus! Impressive specifications.
It' really going to be about income at this point! Hope they have resolved supply chain issues.
Yes - it will be awhile before Tesla looses the lead here, if ever.
Yes caught this early morning, what a sale. EV's are here to stay. Not to mention conversion of combustion engine to run hydrogen may be an excellent idea. I have seen propane conversion on vehicles in Dominican Republic, whic is pretty cool. Here where I live installation available for around $3000.
What surprises me is the sluggish momentum by Ford, GM and the rest of the major auto makers. Tesla is a will be the leader in this arena for awhile.
This reminds me of the electron revolution back in the 80's, silicone valley, CA.
I just read Toyota is modifying some of their racing cars 'combustion engines' to us Hydrogen fuel rather then gasoline. Just by replacing th efuel lines and fuel injectors. Replacing the gas tanks with hydrogen tanks.
This also drives demand for EV's.
Shares that can be borrowed for shorting, are available only from margin accounts from my understanding of the process. I'm sure these share numbers that can be barrowed, are available by the brokers, but the person sorting, never know whos account they are barrowing from.