HZR hazer group limited

Good news that the project is still active, although I'm having...

  1. 1,250 Posts.
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    Good news that the project is still active, although I'm having trouble reconciling today's ANN with GC's update to Venn Brown last August, which looked more advanced: https://hazergroup.com.au/wp-content/uploads/2024/08/Hazer-Group-One-to-Watch-company-update-20240812.pdf


    https://hotcopper.com.au/data/attachments/7040/7040899-820ec4ae9b478658310c9d0ac29adee1.jpg

    What happened between then and now? Some explanation would be welcome. Looking at the third bullet re Fortis, I wonder if earlier work went on the back-burner while the 2.5Ktpa plant and reactor were being finalised for Canada. This should be essentially ready for deployment by now, with only integration work needed. Hopefully, the Nagoya plant can be Hazer's first off-the-shelf model.

    What I'd hoped to see from a Japan update were some graphite results from testing in concrete and asphalt etc., but we see it's still being tested. All the same, the mention of commercial offtake discussions suggests we're getting close.
 
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