I see Honda and GM now doing jv tech trial on hydrogen cell. Toyota already investing 1b in japan and we have some trial vehicles running around Melbourne.
refueling infra is big issue but it is also for EVs. Feels like a BETA/ PAL tech challange coming on. Who will be the winner?
Im starting to think that hydrogen is better long term solution than dirty nickel / lithium and cobalt.
Re thinking where my spec funds get invested at the moment. Maybe POS and PAN both go to the tax write off chamber this year as i reset.
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