Viability of the Hydrogen Business does not depend on the price of hydrogen, but the price of the salable graphite, unless of course a company is using hazers tech, in a energy practice (reduced carbon output), in which keeps them within regulations to continue operation... Ie steel industry/oil industry, reduced output set by the UN other governing bodies etc.
The graphitization morphology created within the FBR, is most important IMO, if hazer are going to be independent from MIN, IMO. This IP must be guarded at all costs, and almost go to another level and applications.
...Zero emissions hydrogen wholesale costs... I look at the cost of ownership for a FCEV... way too much of a price parity at 10/kg and with little infrastructure gloablly.
I would be looking more towards the trucking and shipping industry for sale of zero emission Hydrogen, where infrastructure and volume is more concentrated and probably more of a necessity as mentioned above.
IMO, it is more likely via the FBR, Hazer can get $10/kg for graphite than $10/kg for hydrogen... its also mathematics of the methane cracking also. you get more carbon molecules... Min got 4times as much of the business than what the hydrogen business model will...
So hazer have to make way with 25% of what is truely left of the tech and produce higher grade graphite than MIN all whilst being in a Partnership, to hazer a larger growth model than that current relationship...
If I was in control (some will say they are glad I am not), I would can/scrap the whole Hydrogen business and just put all energy into the Graphite/MIN business, in which has been agreed upon, and bite the bullet. there is more chance of this being successful...
ALL IMO
DYOR
HZR Price at posting:
30.5¢ Sentiment: None Disclosure: Not Held
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