Posted this as a tip over on the STT thread, some very strong...

Posted this as a tip over on the STT thread, some very strong smoke signals coming out of Hazer lately and for any current holders it's worth taking a step back to review just how large the opportunity is that we are on the cusp of realizing

"Market Cap $33m,
65m shares on issue
Current SP 50.5


HZR have a novel process for converting methane or other light chain hydrocarbons into synthetic graphite and hydrogen, two commodities with large existing markets as well as high growth. The Hydrogen market is currently around $US130B and the graphite market around $15B. There are two primary advantages that Hazer provide with the first being near zero carbon emissions. The second is the ability of the process to produce both products for a significantly lower price than competing methods. Synthetic graphite is projected to be produced for under $300/tonne which is considerably lower than any mining operation and the hydrogen is projected to come in at under $1000/tonne which represents giving Hazer the opportunity to undercut the markets for both products.

Hazer have been successfully upscaling production and refining the process to optimise the product streams. The first small scale commercial plant is expected by the end of 2018 with the pre pilot plant likely to be commissioned in the first half of 2017.

The process plant cost will be similar to any steam methane reforming plant such as a fertiliser or methanol plant however the ROI will be considerably higher due to the synergies provided when harvesting both product streams. A typical steam methane reformation plant can produce hydrogen for around $2500/tonne.

Recent Notes:

• The team produce graphite at a purity of 95% direct from the process which is essentially ‘ore’ and is readily upgradeable to higher purity.
• Scientific advisory team established with a notable entry of Kevin Peakman who is employed by BOC/Linde, one of the largest industrial gas companies in the world. Kevin recently set up an alternative fuel production and sales infrastructure network in Australia and has a background in hydrogen production
• MOU signed with Pan American Hydrogen who have built over 80 hydrogen production plants globally
• Relentless on market buying from director Bryant McLarty who is also a large holder of SMN

Last AGM presentation

http://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvTDYN6ge/zBCZqO1rke92GA==

High conviction hold, with this one the only question is when. The recent smoke from advisory team and the MOU cement that the time is coming IMO"