NRZ is a disruptive project because it will affect a suite of industry players and wannabes with the cheapest of costs. Including the following:
Gas / energy / ammonia / urea / hydrogen
Therefore, if you are a player, wannabe or simple investor in any one of these industries, NRZ success means that the game will tighten for the remaining spoils.
These 5 products are all big projects and will influence market decision making on a broader scale going forward. Disruptive as it maybe, however, the key objective in today’s announcement is that our byproduct project (hydrogen) now has Tier1 backing which will ultimately unlock shareholder value.
However, will it create a domino affect to complete the financing of our other projects?
I've been around long enough to know how the system works and how downrampers work, and although it's been incredibly frustrating watching the SP fall it has its advantages and I've taken advantage of it!
On our side is the macro economics. Albo and Penny must be wrapped by todays announcement. It provides some national reassurance that our relationship with China is thawing and thawing fast. No one can under estimate the greater value of that for our Nation. Therefore, NRZ should be congratulated for their part in this deal.
Exciting events to unfold, maybe sooner than we think!
