Zitat:
Regarding the share price and recent developments, we want to assure you that the management team is actively working to navigate the challenges in the market, which is not only Nel specific, but goes for all our peers. The volatility in renewable power prices, coupled with higher interest rates and the lack of transparency on subsidy schemes, has created a challenging environment for green hydrogen electrolyser developers. Despite these external factors, we remain focused on our long-term strategy.
For more detailed insights into our financial performance and strategy, I encourage you to review the Q3 2023 results presentation, which delves into the challenges we face and the steps we are taking to overcome them. You can find the presentation at the following link: nelhydrogen.com/quarterly-presentation/.
We understand the importance of stable orders and are actively pursuing contracts that align with our long-term objectives. We prioritize sustainable growth over short-term gains and will not entering into agreements with weak margins and unfavourable terms.
Nel is the best capitalized company in the industry, and well-funded for current capex commitments. If we need to grow capacity further this would be due to a pickup in order intake. We cannot build factories standing empty doing nothing. With more order intake to the extent that we need to build more capacity I would assume the capital market perception to have change for the positive.
"Nel ist das am besten kapitalisierte Unternehmen in der Branche und für die aktuellen Investitionsverpflichtungen gut finanziert. Wenn wir unsere Kapazitäten weiter ausbauen müssen, wird dies durch einen Anstieg des Auftragseingangs bedingt sein. Wir können keine Fabriken bauen, die leer stehen und nichts tun. Wenn der Auftragseingang so stark ansteigt, dass wir mehr Kapazitäten aufbauen müssen, würde ich davon ausgehen, dass sich die Wahrnehmung des Kapitalmarkts zum Positiven verändert."
Hope this helps.
Best regards,
Wilhelm Flinder
Head of Investor Relations
Nel ASA
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