The de risking will continue... Once the CDP is humming new milestones will be: Plant efficiency - This will allow investment decisions to be made based on input costs and H2 / Graphite conversion rates. Graphite Offtake agreements FID from one or more of the current MOUs... with Canada being most likely. New MOUs in 2024 as has been strongly alluded to. Better conversion rates from Mk 2 reactor.
Theres a lot to look forward to in 2024 I hope no big oil major takes us out.
HZR Price at posting:
67.5¢ Sentiment: Buy Disclosure: Held
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