EXR Trading 2021, page-6400

Hi all. Low volume week again with the bots doing their thing. Look at the average size of the trade on Thursday! The lowest of the year with Friday also being very low. VWAP was up nicely but we are clearly trading in a range. I've said it before but everyone who wants in is in, and everyone who wanted out is out. Those of us holding are doing so on the basis of the future potential.

Future potential will be realised when commercial gas flows. The price will escalate when much bigger players start sniffing around. I'm more and more interested in this 'green hydrogen' potential. Imagine if we can flow gas commercially - then our Sodar unit shows that the sun and or wind is sufficient to convert the gas to hydrogen. We'd be producing electricity with the only byproduct being water (a useful commodity in the Gobi).

No matter what your views about the politics of climate change, production of electricity with water as a byproduct is a very attractive proposition. Imagine the ESG funds piling in and share price rising like a rocket. Now that does interest me.