It's not a very good interview, especially for overlooking MIN, but it comes nowhere near challenging my sentiment.
There's enough info around the place to form a compelling picture about Hazer's true potential to leave SMR and electrolysis standing wherever it can operate.
Perhaps more interesting is the management of that message. Based on his record, I believe GW really wants to avoid any hype. His comms horizon essentially extends as far as the next tangible goal on the nearest achievable timeline. This appears to be rooted in biogas.
For Hazer to become a mainstream industrial process, it's now clear it first has to reach the commercial demo stage. What point blowing that trumpet more than a year off?
The CDP could be on its way in the next fortnight. But I'm also piqued that it's not a criterion for wastewater partnerships in itself, given hints of earlier deals in Asia.
So what is the CDP really for when it arrives? Is it pulling other ducks into a row, from Hiringa to Woodside and beyond?
HZR Price at posting:
47.0¢ Sentiment: Buy Disclosure: Held
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