The data centres initiative for waste heats sounds excellent. Data centres throw out enormous waste heat & require cheap rent, cheap electricity. Location is not important. GrapheneX & Panasonic seem to be on track. It's been disappointing ECT didn't Ann or make share price milage on the conditioning system improvements.
I see the waste tyre MoU finishes in June. I hope the broker report is not aimed at raising money at these levels for that!! I can see a backlash on that. $3.5m was raised last year to finish stage 2. ECT need to progress stage 2 as far as possible with the remaining $2m. We have all had enough of the raisings at these levels.
Still enormous potential - HESC has 2 major weaknesses.
1/ They are proposing ancient heat n squeeze drying tech. Coldry will vastly improve the economics here imo.
2/ They are proposing stuffing the CO2 under bass strait. Coldry can sequester the CO2 in soil improvement. Win win. Environmental credentials will sky rocket imo.
Ideally ECT need another fertilizer project to quote on to increase their leverage in HESC.
All imo.
tick tock...
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