It was a pretty good presentation today I think. Lots of discussion on value of graphite. The $200 quoted in presentation seems to be the extreme low range of possibilities with $300 seeming more the realistic low end during actual discussion. I beleive it's reasonable to expect at least $300 for a large scale facility delivering bulk low value product. They wouldn't be tied down on likely costs of hydrogen production for a large scale facility, so I guess we wait and see on that, but looking at their old presentations, I think we are very compeitive on hydorgen when getting over $300/tonne for graphite. So seems to be plenty of upside if efforts to maximise value from the different grades of and uses for graphite types evolves successfully.
The Chiyoda arrangement appears very promising also, and it seems there is plenty hanging on the successful implementation of the CDP for many of the interested parties. The only negative I saw was a delay on the CDP, but that's to be expected given the current circumstances. I think the company is really well poised with the right products, at the right cost and at the right time.
HZR Price at posting:
78.0¢ Sentiment: Hold Disclosure: Held
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(20min delay)