TheHydrogen economy has arrived and many companies are working on economicproduction, storage and distribution of emissions-free Hydrogen. Methanecontained in natural gas is a critical input to the most common hydrogenproduction methods, and PH2’s combination of gas ownership and strategies tocapture value-add in conversion of gas to Hydrogen, is unique on the ASX. PH2gas projects alone are undervalued compared to peers, with the Hydrogenbusiness a free option with huge future upside potential. We estimate fairvalue for the gas at 47c, with the hydrogen business potentially separable andworth another $50-100m or 16-32 cps.
PH2 Price at posting:
21.0¢ Sentiment: Buy Disclosure: Held
Thanks @Dalamar - some real interesting insights here. Does the report put enough emphasis on the hydrogen stuff though? It seems like there's a lot about the gas side of things - working alongside the improving east coast gas market. That being said, can't sneeze at a valuation north of $0.60!
GLTAH
PH2 Price at posting:
21.0¢ Sentiment: Hold Disclosure: Held
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