Ich bin mir ziemlich sicher, dass die heimdall für eine Gott o.ä. in Norwegen halten ...
Das habe ich gerade im Hyon Forum gelesen. Eine interessante Sichtweise wie ich finde. Autor: Freddymercury
Excuse my English, but I don’t speak German, I hope you can accept it!
I am a Scandinavian investor in HYON. I have also been in NEL and Hexagon as a stockholder for years. This is my thesis for HYON, any inputs?
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As we know HYON was established by NEL, Powercell and Hexagon back in 2017. It was a small company that was restructured in 2021 and re-capitalized in early 2022. NEL kept their part, Saga Pure Acquired Powercell’s part and Hexagon turned into Norwegian Hydrogen (owners of the Hellesylt project etc.)
HYON is establishing as a pioneer within the Maritime Hydrogen Sector, with focus on fueling solutions (barge and onshore solutions) As far as I can see it, HYON is the only stock listed company out there that engineer and focus on Pressurized Hydrogen in the maritime fueling environment. HYON, as a company are working in a very low-key manner/project based more than spamming social media (like many others do). Therefore, it seems as HYON have gone under the radar for most investors, by some reason also for the NEL investors - Even though NEL and Bjørn Simonsen was the team that brough the company alive in the first place In May 2022 HYON announced a CO-Lab with Mitsui to be conducted in Q4 and now also well into 2023.
In the end of Q4, Norwegian Hydrogen reached out to Mitsui, who then again conducted a private placement of 15 % stake in Norwegian Hydrogen, valuing “Norwegian Hydrogen” to about 45 million Euro.
“Norwegian Hydrogen” is a very good company with first-class management, but they are not stock listed. HYON is stock listed BUT still with a market cap of only 8 million Euro. That is EURO 45million VS Euro 8 mill, and HYON is even stock listed! I am convinced that Mitsui will board the HYON vessel as well. We can only speculate on how that will impact the stock price, but I am pretty sure the price will head north! HYON has gone under the radar not only in Scandinavia, but also in Germany it seems.
As of today’s stocklist, “Clearstream Banking” own 55,75 % of NEL. (55,75 % is about 1,25 billion Euro. NEL is a EUR 2,4 Billion Market cap company) As of today’s stocklist, Clearstream Banking own only 1,78% of HYON (1,78 % is roughly 140K EUR or so, of a company of about 8 million Market cap)
My thesis is that German NEL investors at some point also will add HYON on their radar. How else can they invest in maritime hydrogen fuel? Imagine when that happens combined with Mitsui joining as well. Time will show!
Any inputs? (English please..)
Freddie
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