Yeah I'm still not getting too excited about this collaboration. Until we have something locked in I just view it as a bit of marketing, and some consulting revenue.
I watched an interview with the brickworks CEO a couple of months ago following the hug rise in gas prices and he didn't once mention biogas as an option for the future, but went as far as said they were looking at possibilities of importing bricks from their US plant where the have gas contracts locked in at much lower rates. That said I do think it was merely an attempt at getting government to intervene in the gas market rather than a serious suggestion, but it was enough for me to lower my expectations on this collaboration until we see some serious discussions take place.
DEL Price at posting:
11.5¢ Sentiment: Buy Disclosure: Held
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