November 14, 2023
We think Hyzon Motors’ (HYZN; $1.08) Q3 print and forward-looking commentary demonstrates how management is making good progress along key commercial, technical and cash burn vectors. From a numbers perspective, Hyzon still sees free cash…
October 30, 2023
Last Thursday (10/26), Hyzon Motors (HYZN; $0.87) announced a revised commercial supply agreement with TR Group, which is a heavy-duty truck fleet operator in New Zealand. Specifically, Hyzon will now supply up to 20 fuel…
October 24, 2023
This morning, Hyzon Motors (HYZN; $0.88) announced the appointment of Stephen Weiland as CFO, effective November 1st. Recall, the company appointed Jiajia Wu as interim CFO back in April after Hyzon’s former CFO Samuel Chong…
October 16, 2023
We think news last week that the U.S. Department of Energy (DoE) awarded a long awaited $7B in funding to launch seven Regional Clean Hydrogen Hubs (H2Hubs) across the U.S. is an important milestone for…
October 3, 2023
Hyzon Motors (HYZN; $1.20) announced last night in an SEC filing and subsequent press release this morning that it expanded its intellectual property (IP) agreement with affiliates of Horizon, an advanced hydrogen fuel cell company…
October 2, 2023
We think recent news flow further highlights the intrinsic value of Hyzon Motors’ (HYZN; $1.21) proprietary fuel cell system yet to be recognized in the company’s current valuation. Most notably, last Thursday (9/28), Nikola (NKLA;…
September 27, 2023
Last night, Hyzon Motors (HYZN; $1.22) announced a final resolution of an SEC investigation, ongoing since January of 2022, in which the company agreed to pay a civil monetary penalty of $25mm, subject to court…
August 30, 2023
This morning, Hyzon Motors (HYZN; $1.25) announced the successful completion of its first customer demonstration with a liquid hydrogen fuel cell electric vehicle (FCEV) in partnership with Chart Industries (GTLS; $177.63; NR). Recall, Hyzon announced…
August 21, 2023
We think recent news flow continues to point to healthy project activity aimed at emerging needs for a range of hydrogen refueling infrastructure, in turn providing support for the idea that hydrogen fuel cell electric…
August 8, 2023
We think Q2 results and updated guidance from Hyzon Motors (HYZN; $1.18) highlighted a combination of the company’s further commercial progress and renewed cost discipline as part of its broad restructuring under CEO Parker Meeks….
August 1, 2023
Hyzon Motors (HYZN; $1.95) is scheduled to report Q2 results next Tuesday (8/8 before market). Given that Hyzon is still in “pre-revenue” mode after recently completing a major restructuring of its strategy and operations, we…
June 23, 2023
Yesterday (6/22), we hosted the CEO of Hyzon Motors (HYZN; $0.95), Parker Meeks, at our Transportation Technology Conference. The meetings highlighted the company’s major restructuring, now in place, towards a much more focused, “asset lite”…
April 20, 2023
This morning, Hyzon Motors (HYZN; $0.86) announced it appointed Dr. Bappa Banerjee as the company’s first Chief Operating Officer (effective May 1st). Dr. Banerjee will oversee Hyzon’s global operations, manufacturing, engineering, commercial and supply chain,…
April 5, 2023
Last night (4/4), Hyzon Motors (HYZN; $0.83) announced the appointment of Jiajia Wu, who currently serves as the company’s Chief Accounting Officer, as interim CFO while the company continues to search for a permanent CFO…
March 14, 2023
Last night, Hyzon Motors (HYZN; $1.00) announced that Parker Meeks was appointed to CEO on a permanent basis, effective immediately, after taking charge as interim CEO back in August of last year (“CEO Transition Announced”;…