I thought it was fine too. Really highlighting the tech was pretty well validated even prior to CDP. And that engagement is being driven by customers. No way this will only be 10 plants in 10 years. He's setting himself up to outperform. With each full sized plant averaging an NPV of $100m our valuation won't stay where it is too much longer.
And if Middle East moves ahead which is likely, they'll probably exceed the 10 plant equivalent there alone. Once they move there it won't be small..
Hazer in the news, page-111
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