I am under the impression Geoff P & Tim were out smarted by Chris and his team with the contract, A few of Hazers board got pissed off and someone had to go.
The only thing that holds this company in good stead for the future is the trade secrets MIN don't know.
Seems like a game of Chess, MIN build their high volume Plant, but the Synthetic Graphite maybe the same as the rest of the Market, ROI could be good, but expect Hazer to wait until Capex is paid off before seeing that $$$ royalty IMO of 15%
Hazer team / Andrew C & Co, might have superior morphologies that could be game changers in the anode industry with the FBR...? They most likely are still working on this with GLP & tbh i have no interest at this stage in the hydrogen model as its not profitable in a big way, and low in demand IMO. Primetals is in the can so this is one long waiting game SP will drop IMO, no mid/long termers entering here atm, just traders IMO
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4 | 7842 | 0.300 |
1 | 166 | 0.295 |
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Price($) | Vol. | No. |
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