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Clean Power Hydrogen #CPH2 – Alan Green talks to Liberum Analyst Sam Wahab
Alan Green talks to Liberum Analyst Sam Wahab about the renewables sector and his recent note on Clean Power Hydrogen #CPH2. Sam explains why he thinks the renewables sector is poised for growth and the opportunities for companies such as CPH2. He looks at how Hydrogen will play a critical role in reaching net zero, and why the development of the hydrogen economy is forecast to require a 650x increase in European demand for electrolysers by 2030, with an EU electrolysis capacity target equivalent to 40GW. Sam points to CPH2 and the Company’s aim to become a globally recognised designer, manufacturer and licensor of its MFE technology, targeting 4GW production capacity by 2030. He then looks at the MFE220 product and CPH2’s ambitious licensing model that is expanding globally. Sam sees the Company poised for growth, but the share price is currently trading at a deep discount to fair value
Rigzone – Andalas Could Become ‘Material Player’ in Indonesia Gas to Power Outlook
Andalas Could Become ‘Material Player’ in Indonesia Gas to Power Outlook
by Andreas Exarheas
Andalas Energy and Power Plc, in collaboration with Pertamina, has identified a further two gas fields in central Sumatra suitable for wellhead IPP (independent power project) development.
“The scalability of our gas-to-power offering in partnership with Pertamina is clear. In addition to the initial project, we have identified two additional fields within Pertamina’s unrivalled inventory of gas assets,” Andalas CEO, David Whitby, said in a company statement.
“All of this has been achieved within eight months of signing our partnership agreement with Pertamina and we look forward to updating shareholders as we continue to progress our cooperation with Pertamina,” he added.
The pace of the collaboration could potentially see Andalas become a “material player” in Indonesia’s gas to power outlook, according to Sam Wahab, oil & gas research analyst at Cantor Fitzgerald Europe.
“We therefore believe Andalas’ shares represent a unique investment opportunity to gain exposure to a compelling and established hydrocarbon province,” Wahab said in a research note sent to Rigzone.
The development is in line with Andalas’ strategy to develop a portfolio of wellhead IPPs totalling between 250MW and 500MW of installed capacity, fired with gas from existing fields, Andalas said in a company statement.
Link here for the full Rigzone story