Agree, great technology, great partner, great deal with Uni, poor deal with FFI. But the latter point doesn't mean the current price doesn't provide a great entry. In the success case, this will be massive, and hopefully they learn something from this and seek better guidance on future commercial deals.
If successful, they are well ahead of the pack on sub $2/kg green hydrogen, a fantastic opportunity.
Ann: Ultra-Green Hydrogen Project Webinar, page-23
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