Watched it, at the 15 minute mark the interviewer asks about cost and Glen mentions how SMR and Electrolyser are more expensive without discussing what cost per KG they are expecting (pretty sure there's a slide from the HZR presentations saying they are aiming for under $2kg in US with subsidies). Then he does mention later on that they are aiming for $1B revenue from 10 plants.
No knew information, but he does talk about the middle east which I haven't heard mentioned before - 'I'm pretty confident over the next 12 months we're going to have a decent presence in the middle east.' ~28min
Right at the end he says he sees us as MC $1B in 3 yrs.
It feels close but its been a bloody long wait, hopefully we get some facts and figures soon on the CDP and some actual solid announcements. Don't wanna hear about any MOU's.
Hazer in the news, page-105
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