Nikola Corporation (NKLA) News

ok
thank you
I recall - something that could help us was way too attached to green and greener H

did this change or is that what may come out soon or ? we are hoping for more not so green H being supported in these early days as I recall - which makes sense to me - phasing it in

Repost from Hydrogen Hub board, courtesy of delerious1.

U.S. Department of Energy Unveils Updated Hydrogen Program Plan
Plan incorporates new input from multiple DOE offices and provides a strategic framework for clean hydrogen innovation
Hydrogen and Fuel Cell Technologies Office
December 20, 2024

The U.S. Department of Energy (DOE) today announced its updated Hydrogen Program Plan, a foundational resource for advancing research, development, demonstration, and deployment (RDD&D) of clean hydrogen technologies. The Hydrogen Program Plan specifically identifies and articulates strategic, high-impact areas of focus across DOE’s Hydrogen Program, a cohesive and coordinated effort involving multiple hydrogen-related offices.

Advancing a coordinated strategy for RDD&D is particularly important for clean hydrogen because it has the potential to be used across virtually all sectors of the economy and it can be produced, stored, and delivered in many ways. A successful strategy will need to integrate efforts in renewable, nuclear, and fossil energy—and coordinate across end uses in multiple sectors of the economy.

This plan provides a strategic framework that incorporates RDD&D efforts of the Office of Energy Efficiency and Renewable Energy, Office of Fossil Energy and Carbon Management, Office of Nuclear Energy, Office of Electricity, Office of Science, Loan Programs Office, Office of Manufacturing and Energy Supply Chains, Office of Clean Energy Demonstrations, and the Advanced Research Projects Agency – Energy to advance the production, transport, storage, and use of hydrogen.

In 2023, several federal agencies developed the U.S. National Clean Hydrogen Strategy and Roadmap, a comprehensive, nationwide framework for accelerating the production, processing, delivery, storage, and use of clean hydrogen. This 2024 update to the Hydrogen Program Plan explains how DOE offices collaboratively work to efficiently implement the strategies outlined in the Strategy and Roadmap. This new version also includes updated supporting data and analysis, a description of the Regional Clean Hydrogen Hubs, information about ambitious DOE-wide goals established through the Hydrogen Shot™, and examples of DOE-wide efforts to establish a strong workforce, maximize technology efficiency and accelerate innovation in the transition to a hydrogen economy.

https://www.energy.gov/eere/fuelcells/articles/us-department-energy-unveils-updated-hydrogen-program-plan

Learn more about the Hydrogen Program Plan.
https://www.hydrogen.energy.gov/library/roadmaps-vision/program-plan

Well, looks like Nikola is underperforming the market again today. So much for outperforming and still finishing in the red the other day. I have a feeling it finishes in the red today...another all-time low hit this morning out of the gate.

POS management team = POS equity

JMHO

Repost from Stocktwits board, courtesy of Gio_F.

One of the first places where the final 45V rule will likely appear is here: https://home.treasury.gov/news/press-releases Last indication is still "before year end". To consider: last year's draft 45V rule was released on Friday, December 22th, 2023. The last Friday before Christmas. Source: https://home.treasury.gov/news/press-releases/jy2010 Good luck everyone.

yup...that'll do it alright...lol

Should hit new all-time low again today. Brutal for those still holding this, next up dilution or will they drop a Christmas BK present on shareholders. Absolutely a horrible management team.

jmho

Thank you

https://www.facebook.com/share/v/1AYvWTRvVc/?mibextid=wwXIfr

Related article to the one posted here yesterday.

New Nikola HYLA Hydrogen Station Along California’s I-5
December 18, 2024
https://www.hydrogenfuelnews.com/new-nikola-hyla-hydrogen-station/8568691/

Key excerpts:

Advancements in Hydrogen Engine Technology
Hydrogen engine technology has rapidly evolved, unlocking its potential for commercial transportation. Recent innovations include:

- Efficiency improvements in hydrogen fuel cells have increased vehicle range and reduced energy loss during operation.
- Durability advancements have extended the lifespan of fuel cells, making them more practical for long-haul and heavy-duty applications.
- Faster refueling times, which make hydrogen FCEVs easier to integrate into the trucking industry.
- Lower production costs, thanks to advancements in electrolyzer technology and economies of scale.

Mobile refueling solutions are also being developed to meet the needs of fleets operating in areas without fixed hydrogen stations. These setups can include compact, modular units that are transportable and capable of refueling vehicles on-site, providing increased flexibility for companies.

Back in the red...melting down...should make sub $1 by then end of the year without dilution, with dilution it will be sub .50 cents.

jmho

NKLA has used up a ton of money - and a half ton more they projected - to get this far

along the way of spending a ton of money to get to where they are now - equity got killed - no one argues

the outstanding question today is

can NKLA get to a break even on cash spent and earned without wiping out current equity holders or diluting them again by 30 x

we will see - proof of concept stage is over and a factory that can produce tons of trucks is built and producing

I expect further dilution of my current holdings and do not add. I hope to be able to add at the next "anticipated" dilution

thank you

93 redeemed

ptcgolf, I was responding to your negative/bearish post, presenting a different perspective by pointing out a simple fact. We all know that NKLA has been underperforming the market forever, no need for me to bring it up.

Ok, but I sure didn't see you posting about underperforming the market when it was down 15-20% and the markets were green or just slightly in the red. Those are the facts too.

jmho

ptcgolf, I disagree, not misleading, I'm just stating the facts. NKLA, is currently outperforming the markets, as the markets are currently red by over 1%, and NKLA is up 6%, Again just the facts, not misleading.

DNU, the post you are referring to from yesterday, shows total number of vouchers (Redeemed + Unredeemed). In my previous post earlier today, in response to a comment from Torez, I posted the Redeemed vouchers (reproduced below). I also always post the link to the database, so that you can apply whatever filter you like, and search exactly for what you are most interested in,
Link https://californiahvip.org/impact/#deployed-vehicle-mapping-tool

Outperforming is misleading, it was up .30+ cents on the bounce until Powell's rate cut came out. It is still an equity with horrible management on the cusp of BK. In other words, it is a POS, worth trading only.

jmho

ptcgolf, NKLA is greatly outperforming the overall markets right now, all markets significantly lower due to Fed Chair Powell comments on rates/inflation.

My definition of flat is +- one or two cents.

Torez, check my previous post on the total number of California HVIP Program vouchers for Nikola trucks. You can use the link I posted to filter for Redeemed vouchers (shown below), that's trucks already delivered to customers, and that's just in California. Enjoy.

Link to California HVIP Voucher Program database https://californiahvip.org/impact/#deployed-vehicle-mapping-tool

define flat - as in neither positive nor negative

or do you include say plus 5 cents as FLAT

can you remind how to use this page

How do we know how many were delivered - is that available? I see you filtered by NIKOLA so this is just them ?

Hope everyone took profits off the trade...this will be going back to flat or red by the end of the day.


jmho

I, however, posted this on the evening of the 16th:

"the good news is, nkla has fallen so far down that it cant really drop much further without having some sort of rebound soon..."

and listening to my own advise, i may a very nice quick profit this morning...because its only a bounce...

Funny that whenever an alternative energy company has a bounce, you run over to the board and announce that within the last few days you added a bunch of shares or doubled what you own…

interesting

I too think there are other options if cash gets insanely low v bankruptcy

consider their bonds too ---- but bluntly I looked them up but did not buy

There are zero trucks - all CGI - scam scam scam - from $90 to almost zero with dilution(s)

for the trade makes sense and good luck

DNU, as far as I'm concerned, NKLA is priced for bankruptcy. Since I don't believe it'll go bankrupt, I doubled my position over the last couple of days.

Now that so so so much money has in total been invested and used up by NKLA to get to this spot - I want to continue an equity position

So the irony is --- the stock might go up 100-200-300-400 percent - but if its a total buy out of current owners of NKLA that could be a long term bummer (given how few shares post RS I have and how much I lost (that i can afford)

we may learn more --- bluntly if it stays up 25% or more we should learn more - TODAY

Possibly the end of Tax loss selling. Also, being on the Reg Sho list will spur some short covering. I am in ave 1.20 for the trade.

jmho

So
PPS goes down and down and down and down

And clearly NKLA needs to raise cash and normally that is equity or bonds that can convert to equity

so - even those bullish - like me - have no incentive to buy now and be diluted ---- best to simply wait

SO
SO
So how are we rising and rising --- not end of day but 3 of 4 days or something like that
It could be some sense we hit bottom and people not afraid of dilution or not aware of likely dilution
It could be short covering --- they made enough and why not buy now to cover
It could be we will hear something good
??
Anyone ?

New HYLA Station in Sacramento opening in January

Nikola Secures New HYLA Location in Sacramento

Dec 12, 2024 : 2025 Fleet Incentive Roadmap: 17 Key States Supporting Zero-Emissions Adoption

Hoping to electrify your fleet in 2025? The EPA’s $4.3 billion Climate Pollution Reduction Grants program provides major funding opportunities for fleet electrification in 2025. Over $1 billion in funding for zero-emissions vehicles and supporting infrastructure exists across 17 states. Act quickly to secure your share of this funding and reduce conversion costs.

https://www.nikolamotor.com/blog/2025-fleet-incentive-roadmap

this is dated THREE YEARS AGO

Hyundai has confirmed a partnership in California that will see the supply of 30 hydrogen fuel-cell electric trucks, called the XCIENT, for a series of projects designed to improve the state’s air quality.

Repost from PLUG board, courtesy of B_B!

We also know that the IRS will issue its 45V hydrogen tax credit guidance later in the week, mostly likely on Friday. Let’s be clear on the three items that will create demand for a hydrogen marketplace: 1) The DOE’s Loan Program office has/continues to invest in innovative technologies to produce and develop hydrogen, 2) DOE’s $7B Hydrogen Hubs are regional stakeholder, private-public partnership that can/will implement the infrastructure and market (which has companies and advocates, as well as Govs. Greg Abbott and Gavin Newsom on the same side and 3) a FLEXIBLE IRS 45V tax credit will boost the marketplace and create demand in the expanding hydrogen industry. We have a full array of experts on the topic and will be ready to discuss.

Frank Maisano Dec 16, 2024
https://frankmaisano.substack.com/p/dec-16-congress-closing-lng-study?triedRedirect=true

Shamus
https://stocktwits.com/Shamus/message/596757198

Recent X post.
https://x.com/hydrogenfuelnew/status/1868323183767790041

California HVIP voucher data for Nikola trucks, end of November (top) vs. end of October (bottom).
Source https://californiahvip.org/impact/#deployed-vehicle-mapping-tool

it may be speeding up nkla's demise a little bit....but its not the REASON for it...

the good news is, nkla has fallen so far down that it cant really drop much further without having some sort of rebound soon...

Repost from Stocktwits board.

Seems the BK rumor has some legs...down to $1.13 after hours. It sure isn't just tax loss selling.

jmho

1 1/2 yrs ago, this stock was $100 per share...its now a buck...it was a slow moving train wreck but it has been a steady downtrend for a long time...

nkla drops gradually, as it makes a new low daily...but when it goes for a few days without making new lows, it CRUSHES the last new low...and its dropping in after hours as well....

This drop is maddening. With the RS and continued decline I've lost so much value that there's no reason to even sell at this point. I assume there as been a lot of institutional selling for year end losses? I believe in this tech, and the need for the heavy trucking industry, but every possible force that could come against this company seems to have done so. Hoping for a turnaround, or at least a buyout. It seems like someone would want to buy this company considering what they have accomplished, and the momentum in H for vehicles.

Running for the exits now...1.20 and falling. Looks like bk coming faster than thought.

jmho

REG SHO

(a strong partner - bringing in cash for equity - would be of major value. And I do think NKLA has enough of a head start with H Trucks to be a valuable partner on the other side - if one believes H trucks have a bright future)

NKLA, new 52 week low

Looks like it is on the REG SHO list so maybe a bouce trade coming soon.

Going sub $1 before the end of the year. Then they probably reorganize and recapitalize, until they run out of money again and repeat the whole mess, starting with dilution and then another RS.

all jmho

NOT A MERRY CHRISTMAS ! Or A HAPPY NEW YEAR !