Watching closely the battery development of silicon as a...

Watching closely the battery development of silicon as a possible graphite replacement is realistic longer term. That does not make graphite worthless because of its other uses.
Power density would reward silicon but mainly where light weight is essential. Aircraft particularly and cars are the targets but the cheapness of graphite with a sodium ion chemistry will be hard to match for bulk load needs.
Graphite and even carbon in any of its solid form uses as a sink rewarded by carbon credits put Hazer right up there for the foreseeable.
Lifted my hold rating to a buy - even if no free cash under the pillow.