Nice mate.
Been on my watch list for 12 months, jumped onboard in April all on VULO.
Hesitated on heads when it was 16c as was assessing risks.
$8-$15 is my LT expectation on 12 months steady state at 30ktpa with further scale ups in the works.
Good timeline on 2030, I expect some industry disrupting tech in the industry starting to appear about 2030 onwards in new material and methods for cost reduction batteries and fuel cells, lots in R&D and early stages but the momentum will favour us until then.
Hydrogen power is going to take heavier industry vehicles and I am establishing early position in Aussie commercial producer,
Hydro economy early opportunities are not to be missed, once in lifetime opportunities IMO
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