contentSlug

type

ContentPage_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentPage_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  createdAt
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
    forum {
      threadUrl
    }
    defaultInstrument {
      symbol
      id
    }
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  createdAt
  changedAt
  isPremium
  authors {
    __typename
    name
    pageUrl
    id
  }
  companies {
    name
    pageUrl
    id
  }
  tags {
    name
    id
  }
  ... on Video {
    liveTime
    videoUrl
    videoEmbedUrl(location: "inderes")
  }
  ... on Webcast {
    liveTime
    videoUrl
    videoEmbedUrl(location: "inderes")
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        threadUrl
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        symbol
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
      researchContentUrl
      researchContent {
        title
        lang
        pdfUrl
        relatedContent {
          __typename
          ...PublishingDetails
          ...Reactions
          id
        }
        content {
          title
          lang
          htmlBody
          publishedAt
          createdAt
          changedAt
          isOutdated
          isPremium
        }
      }
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

changedAt

Hy24 is a really good thing, generally speaking. However, 200 million isn’t big money in this business, and I don’t see that much has changed. Somehow, the demand specifically for their hydrogen should be secured, and there are other competitors in this sector in the Nordics. So, the strategy shift isn’t a game changer if the execution isn’t of higher quality than before. What Everfuel did was unforgivable and, in my opinion, ruined its reputation as a reliable partner. I’d be surprised if the company hadn’t pissed off Toyota with that previous stunt. In Europe, there are two major players driving hydrogen mobility forward: Toyota and Hyundai. There are others, of course, but these players play the most significant role here in Europe because they collaborate very extensively with European companies and bring things to the table that others don’t have. Now the company has burned its bridges with Toyota, and Hyundai, on the other hand, is a competitor to Everfuel through H2 Energy—and this consortium has a genuine chance to take over in a big way. That’s how the cards have been played. By this, I mean that if, for example, a CaetanoBus (Toyota fuel cell) hydrogen bus is chosen for use in a Nordic city, is Everfuel the primary partner of choice for that project…? I don’t know, but I doubt it. Everyone does their own DD (Due Diligence), of course, but I’m just not convinced by this company anymore. 200 million is spent pretty quickly. New players are entering the Nordics all the time, and there’s a risk they will do things better than Everfuel. Central Europe, on the other hand, is of interest to the big boys.

Sinä kun olet enemmänkin seurannut tätä yhtiötä, niin mitä ajatuksia herättää tämä 29.9 julkaistu yhteistyöuutinen? Tämä liittyy ilmeisesti tuohon edelliseen postaukseesi strategian muutoksesta? Herning, Denmark, and Paris, France, 29 September 2023 - With reference to the announcement on 28 February 2023 regarding the creation of EUR 200 million joint venture (JV) between Everfuel A/S, a leading European green hydrogen energy company, and Hy24, managing the world’s largest clean hydrogen infrastructure fund. Everfuel is pleased to announce that the transaction establishing the JV has been completed, enabling the JV to commence financing the development of electrolyser capacity across the Nordics with a special emphasis on servicing the rapidly growing market within the EU. Everfuel owns 51% of the JV and Hy24-managed Clean Hydrogen Infrastructure Fund holds 49%. Everfuels HySynergy Phase 1 flagship project is the first acquisition by the JV with total transaction sum of EUR 26.9 and a debt free asset value of EUR 44.9 million. As part of the transaction structure a loan will be provided to the JV which will be used to reimburse the loan from European Investment Bank (EIB). The acquisition creates a framework model for an expanding portfolio of projects and opportunities in the Nordic region and is effective from 29 September 2023. “We can now step up on making green hydrogen commercially available through development of strategically located hydrogen production facilities. Hy24’s has already proven to be the ideal partner and co-investor for Everfuel. Together we will develop green hydrogen infrastructure needed to serve rapidly growing demand from industry and mobility across our core markets to deliver on our long-term plan for growth and value creation.” says Jacob Krogsgaard, founder and CEO of Everfuel. “Deploying green hydrogen is key for the energy transition to succeed. With Everfuel, we are sharing common objective of accelerating the widespread development of essential hydrogen infrastructures to support the decarbonisation of hard-to-abate sectors. HySynergy is the flagship project our Hy24/Everfuel joint venture will deploy to make this pioneering vision becoming a reality.” says Pierre-Etienne Franc, co-founder and CEO of Hy24. JV highlights:   Plans to invest a total of EUR 200 million in equity in green hydrogen infrastructure in Denmark, Norway, Sweden and Finland. This will enable the JV to fund, build, own and operate up to 1 GW of green hydrogen projects   Accelerated delivery of existing hydrogen project pipeline and strengthened collaboration on other hydrogen production assets in the Nordic region   HySynergy phase 1 - 20 MW electrolyser is the first asset acquired by the JV   Combined industrial experience and financial strength of two leaders within green hydrogen infrastructure   JV to leverage Everfuel’s electrolyser development, construction and operation capabilities   JV to benefit from Hy24’s extensive business development experience and vast hydrogen industry and policymaker relationships

Everfuel to close ‘unprofitable’ hydrogen refuelling stations to refocus on production | Technology | H2 View (h2-view.com) This company has dropped from the “interesting” category to the “to be avoided” category. The reason is the lack of a working strategy, which manifests as very poor growth. The hydrogen industry is simply at a stage where the concept must be solid. This means the company needs to offer complete solutions—either by providing them themselves or through networking and partners’ product portfolios. That is why these partnerships are made in the hydrogen sector. Refining the company’s strategy is, of course, desirable if the need arises, but in Everfuel’s case, the company’s direction seems lost. Now they are jumping into a completely different sector, and I don’t believe Everfuel has enough muscle to be a successful hydrogen producer. The French taxi company called Hype is a good example of a functional light transport concept in the H2 sector. It has integrated hydrogen production, distribution, vehicle fleet, drivers, consumers, and an app under its own umbrella—either by doing it themselves or through partners. It has been made easy for drivers to switch to hydrogen taxis—either as an employee or an entrepreneur. In this way, they have created their own demand for hydrogen, which is then produced in-house or sourced through partners. The strategy seems quite successful, and the company is growing at a rapid pace. “Hype, an independent pure player in hydrogen mobility solutions, has selected 7 new regions, Le Mans, Bordeaux, Brussels, Madrid, Barcelona, Lisbon, and Porto, where the company is going to replicate its proven model tested for more than seven years in the greater Paris area. This model consists of simultaneously deploying its network of green hydrogen refuelling stations and the associated uses, with taxis as the first relevant market.”  Home - First integrated hydrogen mobility platform - Hype Another good example is Plug Power and Hyvia. Plug also offers refuelling stations, hydrogen, and equipment maintenance for hydrogen forklifts, allowing the customer to get everything they need under one roof. This has been the winning strategy in this sector. Plug and Renault offer the same concept through Hyvia: the van, equipment maintenance, stations, and hydrogen all come from the same source. The vans consume hydrogen, which is delivered to the stations by Hyvia. This is how an ecosystem is created… Everfuel has done nothing of the sort—at least not on a sufficient scale. In my opinion, the company went into this a bit unprepared. Furthermore, the timing is poor; first bleeding for a few years and then disappearing from the market just as French hydrogen vans are entering mass production. On the other hand, it probably doesn’t matter, as better-integrated competitors are in a stronger position right now and H2 Energy’s large project is progressing in Denmark. Competition is heating up, and Everfuel is likely one of the losing companies, especially given the difficult situation in the financial markets. I doubt the viability of the new strategy. Hydrogen production is a game for the big boys. I suspect Everfuel will be backed into a corner as a small player in this sector. That’s that. Meh.

It looks like almost every Everfuel refueling station is showing red. Not good, as reliable operation is the be-all and end-all, so the reputational damage could be significant. The company’s out-of-order stations really stand out on the h24.live map. Just as an observation. I’m not a shareholder myself, as I’m not quite sure if the company can challenge other players, even though I find the company quite interesting in its own right.

Update to the above. Everything’s sorted now. https://fuelcellsworks.com/news/everfuel-provides-update-on-hydrogen-trailer-fleet/ Nothing.to.see.giff

News Powered by Cision              Everfuel grounds hydrogen trailers as precautionary measure    Herning, Denmark, 19 June 2023 – Following an initial investigation of a malfunction and leak on

Let’s post the Q1-2023 report here as well, even though interest in the company seems quite lukewarm at the moment and the share price keeps sliding down. I haven’t had time to read the report yet and don’t have a position—maybe I have too many other hydrogen positions—but the company is on my watchlist.            everfuel.com              20230510_Everfuel-Q1-2023-Report.pdf    6.36 MB

Everfuel

Euronext Oslo Børs has decided to delist the shares of Everfuel A/S from trading on Euronext Growth Oslo. Pursuant to Euronext Growth Oslo Rule Book II section 3.17.2, Oslo Børs has on 30. December...

<pre>Euronext Oslo Børs has decided to delist the shares of Everfuel A/S from trading on Euronext Growth Oslo. Pursuant to Euronext Growth Oslo Rule Book II section 3.17.2, Oslo Børs has on 30. December 2024 made the following resolution: "The shares of Everfuel A/S will be delisted from Euronext Growth Oslo as of 2. January 2025. The last day of trading will be 30. December 2024." </pre>

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Everfuel A/S - Delisting

Everfuel A/S - Delisting