HZR

2.21%

33.3¢ hazer group limited

what about Monolith - they are ahead of Hazer, and have raised...

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TwoCentsWorth

189 Posts.

24

18/07/24

14:28

Post #: 74813182
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Originally posted by TinyBoat: ↑

Whilst someone (maybe someone active on here on HotCopper) maybe trying to trade the SP down, I get the feeling i am not the only one who thinks we may have seen the bottom and is topping up, or can't help themselves going over-weight in the expectation that sometime soon the dam will burst. It will be increasingly difficult to hold the price artificially down in the face of the continuing march toward proven commercialisation.

I also get the feeling that when HZR starts inking binding contracts, there will be a run of them. Fortis tying up the Canada rights to commercialise, may become standard in many other jurisdictions. There may be a rush to get in first in the UK, Germany, Japan etc, the list goes on. Whilst there are a number of turquoise hydrogen pyrolysis start-ups around that could prove very interesting, especially those with big backers (eg 1414 Degrees), it seems to me (and i check out every one I see) that Hazer is the most advanced and will have first mover advantage. It may be fair question to ask who has the best technology, but if we can learn anything from Hazer, it is that the path from proof of concept to commercialisation is long and difficult. Most of the other startups appear to use very high temperatures to achieve pryrolysis - with all the technical difficulties of constructing plant that can handle such temperatures. The technology may end up cheaper one day, but history provides many examples of where first to market has trumped best tech.

I think the sophisticated investors who funded much of the the last cap raise round, already see that. Everyone reading this board knows it too - including the down rampers. When this goes - I think there will be a very substantial re-rate and it will really go! Once there is a no-risk license fee stream and dozens of parties jockeying to sign up - the institutional investors will be investing at big multiples!

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what about Monolith - they are ahead of Hazer, and have raised far more money giving them a US$1B valuation back in 2022...

https://hydrogen.monolith-corp.com/methane-pyrolysis

https://webreprints.djreprints.com/2336619.html

HZR Price at posting: 37.0¢ Sentiment: Buy Disclosure: Held
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Last 33.3¢		Change -0.008(2.21%)		Mkt cap ! $76.51M

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what about Monolith - they are ahead of Hazer, and have raised...

BCI reaches close of funding facility for salt-first part of Mardie project

Buxton projects new graphite province discovery at WA Narryer play

Cokal upgrades infrastructure for BBM ramp-up in Indonesia

Week 40 Wrap: China's nonsensical stimmy hype wanes (shocking!); HotCopper's picks; oil & inflation

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Recce eyes Indonesia for novel anti-infective as Indo-Aus ties grow stronger

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

White Cliff jumps 24% on 'bonanza grade' copper rock chips at Rae project, Canada

Solstice Minerals to ramp up drilling campaign at Yarri Gold Project

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

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what about Monolith - they are ahead of Hazer, and have raised...

Top Stories

BCI reaches close of funding facility for salt-first part of Mardie project

Buxton projects new graphite province discovery at WA Narryer play

Cokal upgrades infrastructure for BBM ramp-up in Indonesia

Week 40 Wrap: China's nonsensical stimmy hype wanes (shocking!); HotCopper's picks; oil & inflation

Neurotech knocked back by FDA as agency declares target condition not rare enough for special status

Recce eyes Indonesia for novel anti-infective as Indo-Aus ties grow stronger

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

White Cliff jumps 24% on 'bonanza grade' copper rock chips at Rae project, Canada

Solstice Minerals to ramp up drilling campaign at Yarri Gold Project

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

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