8Mes·

Hexagon Purus $HPUR (-2,65%)
- in my eyes a "low brainer" and wrongly penalized by the overall market due to the segment allocation #wasserstoff punished


Next week I will give you a complete overview of the share and the (globally forced) energy transition/realignment.

24.05
Hexagon Purus logo
Acquistato x41917 a 0,726 €
30.430,59 €
26
41 Commenti

immagine del profilo
Eiei, hot bet🧨🧨🧨🧨. Good luck!
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immagine del profilo
Big F*cking Bet!
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immagine del profilo
@Gerit I don't just post when I'm in the profit or loss zone. 😬👍🏻
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immagine del profilo
Fierce. I wish you all the best.
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immagine del profilo
What do you hope to achieve with hydrogen? It's useless as an energy source in cars because it's inefficient. I haven't seen any real progress in air and sea transportation. That leaves space travel, but some people are already switching to methane there.
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immagine del profilo
@DeltaVyou would also be someone who would have said 20-30 years ago that photovoltaics would never catch on because: a) low efficiency b) short service life c) costs too much.

Don't be angry with me, but I'm tired of arguing against people who haven't studied the subject and, as I said, I'll go into more detail next week.

In addition: the value is not exclusively about hydrogen. I had already hinted at this in the opening post.
immagine del profilo
@Khlmysee You've got me wrong ;) PV cannot be compared with H2 mmn. PV converts solar energy directly into elect. Energy.
I have to generate H2 first, then store it and finally convert it back into electrical energy. Completely different concept.

So why are you posting on this platform if you're tired of arguing?

I'm looking forward to the coming weeks and will definitely be following you :)

Sorry but if this isn't purely about H2 then I don't know either 🤣
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immagine del profilo
@DeltaVI recommend that you take a look at the latest quarterly report or presentation https://ml-eu.globenewswire.com/Resource/Download/94a17ef5-5c2a-4f37-a930-0ab8183ee03a and a few current news items about the company and read through them. This will give you a much better impression of my investment.

I just don't like these "hackneyed" arguments, which are gradually unraveling, but more on that later (as promised). 😊

PS: I don't think we need to discuss the fact that these are not identical processes.
immagine del profilo
Yes, it's a nice quarterly report.
But all the news doesn't change the physics.
For 1kg of H2, ~50kwh of electrical energy is required. Just to put that into perspective, you can almost fully charge a conventional electric car.

Perhaps there are sensible applications in heavy industry or similar. However, battery technologies are likely to be much more advanced by the time they are ready for the market.

Wish you all the best with your investment, it's exciting after all!
immagine del profilo
@DeltaV not a thing. I tend to be the type who sometimes reacts a bit "touched" and has a very strong opinion. I know my weaknesses and I apologize for that. 😊

I also understand your skepticism and point of view and will try to address these concerns in my next post and broaden my perspective if necessary. If possible, even eliminate the concerns.

If you are looking for examples that already show a possible raison d'être, listen to the podcast: https://open.spotify.com/episode/6dcRF29mp3jsDSyZpch5fv?si=-r6ySQsrSxqrLOxzGQoMOA&context=spotify%3Ashow%3A6a88gwPm47UpCEpulrE8I2 I know that the whole thing is still very expensive. But that's the case with many pioneering technologies. I was told in an exchange that the demand is said to be very high and in some cases cannot be met quickly enough. Apparently there are enough people with big wallets.

Finally, it should be said that this is not about "who wins the race", but about which of the technologies can exploit the maximum potential. Batteries and hydrogen will complement each other to some extent and in the end both will be needed.
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immagine del profilo
@DeltaV Listened to the podcast yet? Really recommended. 😊
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immagine del profilo
@Khlmysee Yes, I didn't know this system yet. It actually sounds very interesting. Especially the use of waste heat.
To be able to make optimum use of this, I just need a living space ventilation system, i.e. a new building.
Then there's the (still) relatively high purchase price, which is a particular deterrent for "normal earners". You don't need to think about amortization, especially because energy prices will tend to fall.

However, if you want to be self-sufficient and are financially well positioned, it seems to me to be a top product.
But it looks like a niche product.

I work in the steel industry in Austria and a similar concept is currently being run as a pilot project. Storing surplus energy in H2 for later use (e.g. electric arc furnace).

In Germany, such a concept has been rejected because it is too expensive and too inefficient.

If something is not economical, it will not catch on ;)
immagine del profilo
@DeltaV PV was originally not economical either and became so over time. It will be the same with hydrogen. There are already enough approaches. I will also discuss these in my later commentary.
immagine del profilo
@Khlmysee But what PV has always been: maintenance-free! This is a huge issue for the customer. A system that has to be serviced once a year for quite a lot of money may be good for business, but it tends to put customers off.

Another thing that strikes me...there was no specific discussion about storage. The H2 has to be cooled accordingly or compressed to several hundred atmospheres. Has this been factored into the efficiency?

All in all, far too complex. It may be that these issues will be simplified in the next few years, but as an investment H2 is totally useless to me.

Seems like you're already in deep, watch out for the confirmation bias ;)
immagine del profilo
@DeltaV Don't worry, don't suffer from confirmation bias.

To conclude: supposedly badly used energy is still better than no energy at all.
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Visualizza tutti 7 ulteriori risposte
immagine del profilo
I used to work for this company. I wouldn't invest my money there.
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immagine del profilo
@RaphGM Well then. There must be a reason why you're talking about the past.
immagine del profilo
Target price three fifty 👍
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immagine del profilo
Good luck with that. Have you set a price where you will exit or is it more of a long-term purchase?
1
immagine del profilo
@[Wojtek](Wojtek) in the long term. Positive EBITDA as early as next year.
1
immagine del profilo
This has to be a joke, right?
I don't know if this is a real trade, but man.

They have a market cap of 2.2 billion and are losing more money than they are worth (a negative cash flow of 1.14 billion in 2023). A net margin of -50%. They have debt of over 1.1 billion. One year is worse than the next for them.

Your money etc, but wow, I hope you have inside information that turns this all on its head. From looking at the last 5 years, this company just seems to be masters at not being able to make money and take on debt, peaking last year.

https://www.marketwatch.com/investing/stock/hpur/financials/cash-flow?countrycode=no
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immagine del profilo
@TechNavlearn to read data correctly and display the correct currency. 🤦‍♂️

Then you are welcome to get in touch again.

Actually, your post isn't even worth a response.
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immagine del profilo
@Khlmysee I have corrected the market capitalization to NOK. Does it look better for you now?
I meant no offense. Just think it will be a real flop.
immagine del profilo
@TechNavThank you for your contribution. I think I've done my homework.
immagine del profilo
@Khlmysee I hope that, should it come to that, you will stick to your motto: "Realize losses in good time.
immagine del profilo
What can you say? The world belongs to the brave!
-78% since IPO. Are you serious?

Better ask Dubai Flo for advice 😆
immagine del profilo
@user35903002213I'll come back to you later and remind you of this comment.
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@Khlmysee Deal, I also bookmarked this comment to remind you. @Kundenservice You must never break the bookmarks - this is going to be fun!
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immagine del profilo
Russian roulette
immagine del profilo
-8% to jetzt‼️. You've lost more than all the dividends you've collected this year 💰🔥. Are you continuing? 🥁or have you already realized losses?
immagine del profilo
@TechNav Oh boy. What's happening right now is pure chart technology. At the moment I'm minimally in the profit zone with disposals. I already know when and what I'm doing. My portfolio is up 40% in the annual window. 😊
immagine del profilo
@Khlmysee I'm not familiar with chart technology. If you're at +40% then that's great! 🙌
Please keep us up to date! 😋
immagine del profilo
And? Did you realize the losses in time? Or are you still in the process? 🤔
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