Ann: Results of Third BMX Auction, page-48

Dont knock Green H2 as it will be huge. But I wouldnt invest in any current Green Plants as they will face AJM/A40 moment of the current Hype Boom and Bust.

Green H2 is 100% part of Future but it is too soon by 5 to 10 years.

Once personal H2 cars are built in millions per year and mass transport commit, than H2 plants that survive the Green H2 hype Bust will have PLS and ORE momment much like Lithium 2.0

People skeptical of millions of H2 cars a year, just look at few 100 millions high rise apartment with wealthy people in Seoul, Bangkok, Hong Kong, Tokyo, Beijing, Shanghai and NY who wont buy EV because open car parks in the building dont have charging point.

China, Korea amd Japan have earmaked tens of billions each into H2 but most wont come online until few years after Aussie Green H2 plants.

Than there is long distance mass transport. Ships are 100% likely go to H2, commercial planes is likely.