Hazer at AU Microcap Conference 2024

[@robertsalmon5021]

Exciting technology, huge market!

[@petewright4640]

I'm very excited about Hazer, that's why I'm a shareholder. But there are several points that I'd like more discussion on. These are: The CEO talks of graphite being worth $400/ton or even $1000/ton yet when these plants are operating at scale they will produce enormouse amounts of graphite. For example the Canada plant is a 2500tpa of H2 (?) so will produce about 10,000tpa of graphite. Those quantities will saturate the high value market for graphite and will crash the price. If Hazer tec becomes common then there could be a disposal problem! I noticed that amongst the suggested uses li-ion batteries for EVs weren't mentioned. This is a big potential market and one of the reasons why graphite is a 'critical' material. Is it because the Hazer graphite is not suitable for battery anodes? Please explain. Big loss if it isn't. Also the claim of carbon neutrality for the H2 surly depends on what happens to the graphite. Some of it may end up as CO2!. BTW the US IRA does not currently recognize Hazer hydrogen as been low carbon so won't attract subsidies. Not likely to change under Trump. Also a downside of using LNG as a feedstock are the upstream methane emissions. Green hydrogen from electrolysis doesn't have that problem. Having said all that I expect Hazer to do well. Very well in fact!

[@joecraig6056]

Well my suspicions are, for HZR graphite to displace met. coal in steelmaking, it will have to be cheaper than met. coal. That rules out $1000.00 graphite in my mind. My understanding is $250.00 graphite is still lucrative though So HZR is a goer imo. Disclosure: HZR held by me