Ann: Investor Presentation, page-179

What they have:
-Hands in hydrogen
-Land
-Existing investors
-Management skill

What they don't have:
-The technology behind hydrogen production

So in my opinion, they have positioned themselves to be the hydrogen managers, but not manufacturers. Nevertheless, because the $70M grant related to:

• making clean hydrogen available for domestic and export use
• establishing domestic clean hydrogen supply chains
• establishing clean hydrogen export pathways
• supporting existing industry to use clean hydrogen
• creating new industry being built around clean hydrogen availability in a local area
• creating new regional jobs and increased capability of local workforce
• reducing the cost of clean hydrogen production.

That means yes, in my opinion they could be a competitor for this grant. That is, if they have existing projects ready-to-go.