Good article but old. Nevertheless there may still be a future...

Good article but old. Nevertheless there may still be a future opportunity there. Bloom energy are Californian based
I would be placing 80% of the value of AUZ on the Sconi project and only 20% on NSW Flemington. That ratio will change over time.

Im quite sure we are about to receive a pleather of information on Sconi. Enlarged resource, DFS and probably an off take agreement and maybe finding of that project. Almost certainly it will be European, and probably German, off take agreement

Flemington has enormous value but only if Sconi gets the jump on the pack.

Strong buying opportunity imo