"I think they took too long and the time to get this over the line was during Biden administration in USA."
The early sentiment from the Trump US isn't against cheaper lower-carbon hydrogen, but against expensive green hydrogen. The focus is narrowing to fossil-based, and so Hazer is likely to benefit.
"They are now finalising commerciality in a world where hydrogen uses for energy storage and transport have been debunked and the cash is drying up - all of the easy cash."
There are clear blockers, but this debate revolves mainly around the spiraling cost of green hydrogen and its onerous transportation. Never mentioned here, turquoise H2 can challenge both.
"Now we are looking at a smaller market, but in my view the only true market, just smaller. The original and historic uses of hydrogen."
Not true. Steel and cement etc. are huge new markets that rightly complement the huge old ones.
HZR Price at posting:
39.0¢ Sentiment: Buy Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)