Just listened, closely, on repeat 3 times.
I think I'm somewhat underestimating the significance of the H2 business and the SoftBank MOU....particularly given the existent (10year+) relationship in country SB has and relationships/dealings w/ China.
In fact, I think I've probably underestimated the potential future value of the whole thing entirely.
Once our CBM gas is gone, it's gone....it might flow for decades but it's a finite resource......badly needed of course by our Chinese neighbours, but ultimately production has a shelf life.
Wind and Sun however....infinite resources..... (but the Electrolysis process of course constrained by available water supply)
An initial 2 year MOU will, if successful, will pave the way potentially to Billions of capital allocated to be allocated for facility production.
To produce, in theory & all things being equal, an infinite supply of energy.
You'd assume this project then would have incredible potential asset value.
I can see why NY is excited.
from 08:30 onwards is an excellent synopsis of why you'd potentially invest in EXR
from 10:11 is very interesting in that it seems EXR & SB are engaging with various bodies currently RE: project financing the H2 project.
- Forums
- ASX - By Stock
- EXR
- B2B Interview with Neil Young
B2B Interview with Neil Young, page-3
-
- There are more pages in this discussion • 69 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add EXR (ASX) to my watchlist
(20min delay)
|
|||||
Last
16.5¢ |
Change
0.000(0.00%) |
Mkt cap ! $197.4M |
Open | High | Low | Value | Volume |
17.0¢ | 17.0¢ | 16.0¢ | $254.5K | 1.534M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
3 | 316607 | 16.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
17.0¢ | 106270 | 7 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
3 | 316607 | 0.165 |
9 | 281589 | 0.160 |
5 | 279814 | 0.155 |
13 | 554770 | 0.150 |
7 | 539692 | 0.145 |
Price($) | Vol. | No. |
---|---|---|
0.170 | 106270 | 7 |
0.175 | 353986 | 7 |
0.180 | 790855 | 14 |
0.185 | 68701 | 3 |
0.190 | 199892 | 9 |
Last trade - 16.10pm 04/10/2024 (20 minute delay) ? |
Featured News
CC9
Chariot Corporation (ASX:CC9) refines Black Mountain strategy, launching Pilot Mine to seize U.S. lithium opportunity
EXR (ASX) Chart |