It's still not a full dedicated write up but NI has made reference to MNB in an email this weekend as one of three in the green hydrogen/ammonia space. I guess that means they are still covering the stock so a more detailed/dedicated write up should be coming at some stage. Still seems overdue considering the big rise in fertiliser prices. However this weekend's email might increase awareness and attract new investors now that the sp has broken out to a fresh closing high.Also some TV coverage on the news on green hydrogen which the email also pointed to:
- Minbos Resources (ASX:MNB) quietly announced in April that they are investigating zero carbon “green” ammonia (which is made from green hydrogen). Check out this AFR article on Japan testing replacing coal with ammonia for power generation - read the our commentary on MNB’s green ammonia project here
"The next day (Thursday), our favourite TV news reader Janice Petersen allocated a whopping ~3 minutes to an explainer on green hydrogen (starts at 21m:30s):" - (I found that it actually starts at 22m:30s).
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