Yes, there's a near-term opportunity here, I think. Once the higher-capacity MK2 reactor is delivered to Woodman Point, the CDP can become a profit-making 500-600tpa H2 plant, processing all the biomethane onsite.
This should give Hazer a first commercial blueprint for a city-scale bio plant, which the engineering partners could go out and deliver in cookie-cutter style around the world.
BTW, I wonder if our SP is being capped by options yet again. Geoff Ward has 2 million @70c expiring in June (his final tranche). Both recent announcements have run into a brick wall at 70c.
HZR Price at posting:
69.5¢ Sentiment: Buy Disclosure: Held
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