HardikBhei…on technology side
I think on their site – Steel One – Commercial project – Hygenco Green Energies Private Limited
Its APEM , hooked up with floating solar.
Supplying h2 24 hour, probably they have required storage at production plant since solar wont be available at night.
Posts tagged Value Pickr
Green Hydrogen as a Fuel – Indian Companies leading the Green Revolution (04-03-2024)
Green Hydrogen as a Fuel – Indian Companies leading the Green Revolution (04-03-2024)
Project done by Homepage – Hygenco Green Energies Private Limited
But no details on technology or what systems are used.
Does it have the tech or is it just an EPC styled project company.
Green Hydrogen as a Fuel – Indian Companies leading the Green Revolution (04-03-2024)
Gold rush for hydrogen- Green Hydrogen , White Hydrogen & Blue Hydrogen to compete with each other to bring down the price of Green hydrogen to less than 1 USD per kg
Earlier in the thread , we have discussed huge reserve of Hydrogen Gas in its natural form underground which was accidentally found out while digging /drilling holes. Subsequently, to discover and exploit commercially Hydrogen reserves underground , well funded Start ups have been formed in USA to dig / drill the earth to discover huge reserves of hydrogen in several nations. This hydrogen in natural form is called white hydrogen.
Green hydrogen is the one which is currently deployed across the globe with renewable solar wind and Electrolyser.
Blue hydrogen is the one which is produced from methane or coal gasification with CCUS.
Another method is to produce green hydrogen without electrolyser is from waste water with the help of Bioreactor. This is already being done by a well funded Start up in india (Nikhil kamath has also invested). However , it is on a small scale for pharma , chemical, steel , refining , food , brewing industry where waste water can be used by fermentation by bio tractor to produce green hydrogen at least than 1-USD per kg.
,The cheapest bring the grey hydrogen directly produced from methane and coal without CCUS.
The $245M bid to pull clean hydrogen straight from the… | Canary Media.
Voldemort’s Portfolio (04-03-2024)
Very happy that you took the time.
Polymatech is not trying to innovate and is probably trying to achieve higher revenue for volumes or that is what i learn from the MD interview.
Please share some footage tweets if you can, I could not find it.
AMD, Yes – They project a very good business further too – Hoping for the best out of this beast.
Regards,
Voldemort
Zen technologies – A micro cap in the defense space! (04-03-2024)
Zen tech does not support simulators for air force as of now. I remember it was mentioned in one of the concall
Rudra’s PF and Information attic (04-03-2024)
Thanks for your response. I should have been more diligent before asking.
MSTC Ltd.: Growth through to E-Commerce (04-03-2024)
Hi all,
First of all, thank you to the group, some of the information shared have been useful to my research.
For my own journal, I did a write-up so sharing here (link (Transfer – Dropbox)) with you incase helpful. All the best.
Sarfraz
Rudra’s PF and Information attic (04-03-2024)
Please refer to the source footnotes.
Velocity is price vs 200DMA (%) at peak, this will give an indicator of the velocity of the price movement compared to the base (200 DMA).
Valuation is the trailing P/E at peak
Yield is the direction of bond yields in 3-6 months prior to bubble peak.
Voldemort’s Portfolio (04-03-2024)
Within Opto, the major innovation I see is in photonics for data center applications – converting light signals to electricity and back directly on the server chipset. But it’s not very mainstream as of now. Most of the focus is on compute design as you rightly said.
Great to hear about the AMD RSU’s – you must have made a killing 
And sorry for you pushing you on the rationale for Polymatech, but I personally cannot see past the scaminess 
The multibagger hunt: requirements & challenges (04-03-2024)
employee expense increased from 17% to 21%.