It seems that any revenue is at least a year away. Good news on...

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bigdaddymoney

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15/05/24

10:12

Post #: 73829818
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Originally posted by Stezza: ↑

I think the hzr proposition is complicated while the hydrogen market is also confused.

Take for example the use of methane feedstock. We argued on here for ages about whether it is "biomethane" or lng. In reality it can be both and this should be celebrated as it is more versatile. Instead it created confusion.

We have been told over and over that the tech aims to displace smr in existing applications, but we regularly fall back to hydrogen vehicles as a market, which may or may not become a market. Who cares, our market exists.

Fee structure was described as consisting a technology licence + royalties, so a payment upfront then ongoing. We have incoming enquiries. We need few successes to be profitable from a lot of opportunity.

We focus on cancellation clauses in contracts. Big money is being spent by real big companies with MOUs. Real money by experts but no recognition.

We know mitsui is investigating what to do with the graphite which is said to be used in industrial applications but we all focus on batteries. We have been told that they produce too much graphite for this market.

I don't know what the market wants here clearly, but there is a market for disruption (not creation) and revenue will start to come. We are so close.

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It seems that any revenue is at least a year away. Good news on the Canadian announcement but seems little more than a MOU at this stage.

HZR Price at posting: 48.5¢ Sentiment: None Disclosure: Held
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It seems that any revenue is at least a year away. Good news on...

Biden's exit bakes in a Kamala Harris ballot while markets expect Trump to win. How could equities fare this week?

Pure Hydrogen inks MOU for 5 hydrogen buses in Saigon – days after Twiggy's FFI reeled back in

HBF to throw 10% vote behind NDC BidCo's buyout of Pacific Smiles Group

High-grade copper results provide some relief to 29Metals after earlier mine shutdown

Large fault structure and uranium anomalies picked up by Infini at Newfoundland play

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It seems that any revenue is at least a year away. Good news on...

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Biden's exit bakes in a Kamala Harris ballot while markets expect Trump to win. How could equities fare this week?

Pure Hydrogen inks MOU for 5 hydrogen buses in Saigon – days after Twiggy's FFI reeled back in

HBF to throw 10% vote behind NDC BidCo's buyout of Pacific Smiles Group

High-grade copper results provide some relief to 29Metals after earlier mine shutdown

Large fault structure and uranium anomalies picked up by Infini at Newfoundland play

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