Ann: Japan Project Advances Following Successful PFS, page-20

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Stezza

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02/06/25

14:42

Post #: 79280632
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Originally posted by Rgupta11in: ↑

I am getting bullish just looking at the figures of LNG cost, hydrogen price, problems associated with transport of hydrogen, problems associated with CCS plans.
just as a rough estimate Lng cost for feed in stock for 2500 tonns per annum hazer plan can burwood east around 6 million.
market value of hydrogen produced cam be 5-10 million dollars, with production at the door step where demand is.
Then we get 7.5 million kg of graphite as well.
It will be wise enough for hazer management to release cost of hydrogen production by hazer process.
Right now it feels hazer process is better than ccs as well coz cost of transporting hydrogen is more than production of hydrogen.
I feel once the 1st commercial project goes off well, hazer will have more than enough orders to process.
Then depending upon the royalities and commissions on new plants hazer looks like a good bet.
Other factor to consider here is once commercial plants are successful, hazer process can burwood east eligible for a lot of govt subsidies.
Right now demand for hydrogen in 97 million tonns annually most of that is from ammonia and methanol manufacturing only. Then if we add on green steel, automotive, aviation fuels etc the demand can be many folds.
Looking at the mc of aud 91 million for hzr, it looks like investment grade.
dyor

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They reference the price comparison with blue in most of their corp presentations. Here it is:

HZR Price at posting: 40.0¢ Sentiment: Buy Disclosure: Held
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