There will be a number of hydrogen agreements in 2019, with MIN ticking along in the background.
we will also figure out MINs royalty rate fairly soon. This interests me because MIN were previously not interested in the hydrogen, but have now indicated they want to use hydrogen as part of their energy mix. Accordingly, the excess hydrogen bodes well for the royalty negotiation for the graphite, as MIN's 'costs' will essentially be reduced, meaning the profit generated from the graphite sales will be batter.
Ann: Investor Presentation, page-130
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