I guess the one variable which they don't know is the price of hydrogen that they off-taker will be buying the hydrogen at, but of course they could provide a an estimate.
They would obviously need this input to determine the viability of the project, so perhaps this is something under negotiation while the engineering is taking place?
I am also interested in this as a discussion point. What are your thoughts on the sale price of zero emission hydrogen? We have seen it over $10.00 per kg at times, and it is obviously sold at a premium to hydrogen produced with em missions, because Toyota and the like only want the clean stuff.
At $10.00 per kg, and 100 tonnes per year, that is a million dollars in hydrogen revenue.
For graphite, at $1,000.00 per tonne, that is $375,000 in graphite revenue.
Meaning the project can generate $1,375 in revenue before opex and capex taken into consideration, whicb explains my thinking that any profit will be in the $100,000 per year.
HZR Price at posting:
31.0¢ Sentiment: Buy Disclosure: Held
(20min delay)
