Was ist passiert Die Aktien von Nikola (NASDAQ: NKLA) fielen am Mittwochmorgen um fast 7 %, nachdem ein Analyst mehrere Gründe für den Kauf der Aktie genannt hatte. Ab 11:15 Uhr ET hielt die Aktie an einem Gewinn von 5,4 % fest.
Na und Derzeit verkauft Nikola nur batterieelektrische Lkw. Das Unternehmen erwartet, in diesem Jahr zwischen 300 und 500 seiner batteriebetriebenen Tre-Sattelzugmaschinen zu verkaufen, da es die Produktion weiter hochfährt. Im zweiten Quartal wurden 50 Fahrzeuge produziert. Ein Analyst glaubt, dass das, was als nächstes kommt, der Grund für den Kauf von Nikola-Aktien ist. Reihe von batterieelektrischen Lastwagen von Nikola in der Produktionsstätte.
Bildquelle: Nikola.
BTIG-Analyst Gregory Lewis stufte die Aktie von Hold auf Buy ein und sagte, dass die kommenden Wasserstoff-Brennstoffzellen-Elektrofahrzeuge (FCEVs) des Unternehmens die Aktie in die Höhe treiben könnten. Lewis glaubt, dass Aktien 12 US-Dollar wert sind, was einem Gewinn von etwa 140 % gegenüber dem Schlusskurs von 5,03 US-Dollar pro Aktie vom Dienstag entspricht.
Was jetzt Lewis glaubt, dass die Aktie durch die Verabschiedung des Inflation Reduction Act (IRA) nicht den Aufschwung erhalten hat, den sie verdient hätte, und jetzt sind die hohen Erdgaspreise ein weiterer Katalysator. Die IRA beinhaltet Subventionen für grünen Wasserstoff – der aus erneuerbaren Quellen hergestellt werden muss – die seine Kosten mit denen von Dieselkraftstoff in Einklang bringen. Das sollte die Nachfrage nach Nikola FCEV-Lastwagen in den USA unterstützen, und das ist nicht der einzige Markt, von dem Lewis glaubt, dass er für den Einsatz von Wasserstoff-Brennstoffzellen gerüstet ist.
In seiner von Barron's geteilten Forschungsnotiz schrieb Lewis: „Während Wasserstoff immer als langfristiger Nutznießer der laufenden Energiewende erwartet wurde, erwarten wir, dass Bedenken hinsichtlich der Energiesicherheit … und höherer Rohstoffpreise … dazu beitragen werden, voranzukommen breitere Einführung von Wasserstoff in Europa und Asien."
Nachdem die Aktien von Nikola im bisherigen Jahresverlauf um 46 % gefallen sind, nehmen die Anleger die Kommentare des Analysten zur Kenntnis und bieten die Aktien heute höher. Eine Investition in Nikola könnte von hier aus gut sein, aber es wird eine steigende Nachfrage sowohl nach batterie- als auch nach wasserstoffbetriebenen schweren Lkw erfordern.
----------- An Börse ist nur sicher: das nichts sicher ist! Der Einsatz ist nur eine Zahl!und nicht mehr
Turin, 15 September 2022. Iveco Group (MI: IVG) today announces the creation of a new entity, GATE Green & Advanced Transport Ecosystem, a long-term, all-inclusive rental model for electric trucks and vans, which will powerfully support the industry’s energy transition. The expected operational launch date is mid-2023, when GATE, as a fully digitalised business, will begin offering its services to pilot clients in Italy.
GATE is going to have an independent business structure with employees dedicated to meeting the needs of electric commercial vehicle customers, initially serving both the IVECO and Nikola brands. The new entity will offer a comprehensive service based on a pay-per-use formula that will allow customers access to the propulsion of tomorrow. A full ecosystem focused on a variety of zero-emission vehicles, from last mile delivery to long haulage.
With green equipment at its core, the ecosystem will deliver sustainable solutions to customers, who can define the level of support and flexibility they require to run their business and make the most of all the services GATE will make available, including maintenance & repair, connectivity and telematics, financing, insurance, energy, and additional ancillary services.
With GATE, Iveco Group intends to fulfil its ambition to establish a new paradigm in the transport industry and take a decisive step forward in designing the future of sustainable and digital mobility.
220916 nikola tre fcev E.ON and Nikola Collaborate in an Effort to Decarbonize Heavy-Duty Trucking Published September 16, 2022
E.ON and Nikola Corporation plan to combine advanced truck technology with service solutions and hydrogen infrastructure
The collaboration plans to establish a hydrogen supply and related infrastructure to meet the demands of customers in Europe and from the broader heavy-duty truck market
Agreement is expected to help reduce emissions from the European transport sector
PHOENIX – September 16, 2022 — E.ON and Nikola Corporation, combining their respective expertise to form a joint venture with a goal to decarbonize heavy-duty trucking. Nikola as a global leader in zero-emissions transportation and energy infrastructure solutions, and E.ON is one of Europe's largest operators of energy networks and energy infrastructure and a provider of innovative customer solutions. This partnership is expected to offer customers an integrated mobility solution to promote the use of hydrogen. Both parties have now signed a term sheet to underpin the collaboration and will be negotiating a definitive agreement to finalize the terms.
The joint venture intends to combine next-generation Class 8 semi-truck technology with support solutions (e.g., service and maintenance) and a green and sustainable hydrogen infrastructure. As a result, the partnership has the potential to transform the high-emission heavy-duty transport sector.
The vision of the joint venture is to promote the advantages that hydrogen offers at cost parity or better than diesel based on the total cost of ownership. The goal is to make hydrogen available nationwide at stationary and mobile refueling points to ensure unrestricted green mobility.
In heavy-duty transport, the use of green hydrogen, which has a high energy density, offers several advantages. A Fuel Cell Electric Vehicle (FCEV) has the potential to achieve longer range without significantly increasing weight. The Battery Electric Vehicle (BEV) is another viable solution for trucks that need shorter distances and have predictable charging times. The coexistence of BEV and FCEV in the commercial vehicle sector is a realistic scenario.
Patrick Lammers, COO Customer Solutions at E.ON, says: “At E.ON, our goal is to drive the energy transition in Germany and Europe. For this, we also need innovative customer solutions. Our partnership with Nikola and the planned establishment of the joint venture are excellent examples. We can contribute our know-how in the hydrogen sector and help reduce many millions of tons of CO2. Nikola is an ideal partner for us, as we share the same vision: to develop innovative, pioneering solutions to create a greener, sustainable environment for our customers and society."
Michael Lohscheller, President Nikola Corporation says: “Nikola has a deep understanding of transport demands and will continue to develop cost effective, fully sustainable solutions that involve our zero-emissions trucks and hydrogen infrastructure to our customers. This joint venture is a critical element in transitioning the transport sector and aligns with E.ON’s expertise in energy networks and customer solutions to lead the European transport sector.”
The joint venture is expected to be finalized by the end of 2022 and will include the development of initial joint projects.
E.ON FORWARD LOOKING STATEMENTS This press release may contain forward-looking statements based on current assumptions and forecasts made by E.ON Group Management and other information currently available to E.ON. Various known and unknown risks, uncertainties, and other factors could lead to material differences between the actual future results, financial situation, development or performance of the company and the estimates given here. E.ON SE does not intend, and does not assume any liability whatsoever, to update these forward-looking statements or to align them to future events or developments.
Und wieder gibt es einen Gratis-Extra-Pudding in der Daimler-Truck Werkskantine um die Belegschaft bei Laune zu halten. Irgend ein Kurzgeschichten-Erzaehler legt bestimmt demnächst Hindenburg 2.0 auf …..
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