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HZR - Hazer Group

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Trading halt: Regarding the announcement of a MOU (Memorandum of understanding) in relation to the commercialisation of the Hazer process.

Another player on board i would think....find out on Tuesday...it could be a biggy.
 
So_Cynical said:
Trading halt: Regarding the announcement of a MOU (Memorandum of understanding) in relation to the commercialisation of the Hazer process.

Another player on board i would think....find out on Tuesday...it could be a biggy.
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Was reasonably big news pushing the SP up 20%, not a new player though as MIN has shown interest before, anyway MIN to 100% finance the development of a 1000tpa production facility that can be scaled up to 10000tpa with HZR getting a royalty from the profit of Graphite sales, assuming that MIN gets 100% of the Hydrogen...win win all round.
 
Interesting video. Thanks. If the news flow has been good, what do you think is keeping a lid on the share price?

It's probably a low risk entry at current levels. If you look back to late 2015, 25c served as resistance until it broke out in March 2016, so it's no surprise that it is serving as support now. Could be worth a punt.

big.chart-HZR.gif
 
I'm really interested, all sounds like upside, with buyout potential. But as with all unproven processes, easily copied, and usually burns.
 
Had a nibble today, scary times, but great technology.
So down side should be limited, I hope, I would have made more money betting on disappointment in the past.
 
Massive upside and you can only lose 100% so fair deal as the potential win is maybe 1000% if the Hazer process comes to dominate global Hydrogen production.
 
So_Cynical said:
Massive upside and you can only lose 100% so fair deal as the potential win is maybe 1000% if the Hazer process comes to dominate global Hydrogen production.
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With the changes to franking credits imminent, got to try and find a few capital gains.
What's the worst that can happen, do my dough and get a pension.:(
 
some of the key items brought my attention:
  • Uniqueness and potential upside as well risk downside massive way.
  • A pilot plant is always a good sign of seriousness and proven method than desktop study
  • Did not understand why the CEO sold off his stake if the project has potential (this is a strange but probably he needed money to pay mortgage:) )
  • MIN has put their skin and brought the pilot plant to Kwinana so that they can watch and monitor. Chris Ellison being a hard taskmaster, he will make it happen. (I will not disbelief after buying MIN at $2 and selling at $5 only to learn sky was the limit:)
  • Bought a small parcel today to put into bottom drawer knowing pilot plant will be finished by CY 2018 and then tests could take a year. But if head I win and tell I lose of course.
Holding from this morning :)
 
Miner said:
some of the key items brought my attention:
  • Uniqueness and potential upside as well risk downside massive way.
  • A pilot plant is always a good sign of seriousness and proven method than desktop study
  • Did not understand why the CEO sold off his stake if the project has potential (this is a strange but probably he needed money to pay mortgage:) )
  • MIN has put their skin and brought the pilot plant to Kwinana so that they can watch and monitor. Chris Ellison being a hard taskmaster, he will make it happen. (I will not disbelief after buying MIN at $2 and selling at $5 only to learn sky was the limit:)
  • Bought a small parcel today to put into bottom drawer knowing pilot plant will be finished by CY 2018 and then tests could take a year. But if head I win and tell I lose of course.
Holding from this morning :)
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Nice pick up (self flattery) on Friday purely by fluke or conviction- whatever the SP went up today significantly making me happy. Now the dilemma is what happens with no news, if the market price goes south ????. Does not matter, let me enjoy moment of glory
 
Miner said:
Nice pick up (self flattery) on Friday purely by fluke or conviction- whatever the SP went up today significantly making me happy. Now the dilemma is what happens with no news, if the market price goes south ????. Does not matter, let me enjoy moment of glory
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An interesting stock that I only stumbled upon this evening via another source whilst looking for something to put in this months stock picking competition. Thanks to the other posters in this thread too.

For those interested I found this recent company interview from the RIU good oil conference.

Things that have grabbed my attention:

- MIN invested heavily in it at ~60 cents
- Entering commercialisation phase
- New CEO (Geoff Ward) starting next month
- Apparently no need for any Capital Rising in the near term
- Numerous outstanding milestones, results and potential deals that could eventuate in the next few months
- Results from FEED study potentially only weeks away

Disclosure: Hot held yet but now on the radar.
 
TLS said:
An interesting stock that I only stumbled upon this evening via another source whilst looking for something to put in this months stock picking competition. Thanks to the other posters in this thread too.

For those interested I found this recent company interview from the RIU good oil conference.

Things that have grabbed my attention:

- MIN invested heavily in it at ~60 cents
- Entering commercialisation phase
- New CEO (Geoff Ward) starting next month
- Apparently no need for any Capital Rising in the near term
- Numerous outstanding milestones, results and potential deals that could eventuate in the next few months
- Results from FEED study potentially only weeks away

Disclosure: Hot held yet but now on the radar.
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Good to see interest developing on market and on ASF too on HZR.
Posters refer So Cynical 's posting on this thread exactly one year back 29 Sep 2017. S C is the financial clarovoyant :)
 
I started this thread in Oct 2015, Yikes 3 years ago, watched the SP run up to 80c early on and then slowly sell off down to 19c over 2 years, and now its ready to run again...the stock market certainly is entertaining.

I sold a few about 18 months ago at around 65c and bought a few a couple of months back under 30c, chart says i got it right.
~
HZR3.JPG
 
So_Cynical said:
Entitlement option issue update.

http://www.asx.com.au/asxpdf/20160302/pdf/435jz5dvpgfrkn.pdf

One option for every 4 shares held at an issue price of 1c per option, expiry 31 Dec 2018, share issue price of 30c

Very rarely have i come out of a cheap option issue losing money...keen on these considering the expiry date and price. 30c Dec 2018 seems a fair punt.
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@So_Cynical - Are you still holding the options to be encashed now ?
Looking into today's announcement by HZR I found market hardly moved or did not understand . It is an excellent announcement IMO and would like to learn your and others views.
Some of the silver linings I see the interest of Chris Elision who smells money like a hound smells blood. Got lot of cash recently on MIN account.
Brought HZR plant into Perth so as to keep an eye on the pilot plant.
What would be his next move ? Acquire HZR in his wing ?
Of course it is my speculation to see becomes a reality by 3Q of CY 2019.
Yes, holding both MIN and HZR (both are re-entries).
 
I looked into it, but I didnt like the lack of tranparency from management around patents, I believe they have greatly overstated the situation with various patents. Its got a lot of momentum from some of the usual suspects at HC. I decided the risk was too great for a very uncertain upside potential.
 
galumay said:
I looked into it, but I didnt like the lack of tranparency from management around patents, I believe they have greatly overstated the situation with various patents. Its got a lot of momentum from some of the usual suspects at HC. I decided the risk was too great for a very uncertain upside potential.
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Let us see. At this point MIN has shot up 9% but HZR is stagnant on prices. I am holding breath however to see what comes out in near future.
As I wrote, and now editing that Tim has spent about $100,000 to convert his options at an effective price of 30 cents. Yes they are expiring in Dec. But why should you spend another 25 cents instead of letting 5 cents to go, if there is no future.
 
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Miner said:
But why should you spend another 25 cents instead of letting 5 cents to go, if there is no future.
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I have no idea, I have enough trouble working out what to do myself without worrying about the motivations of others!!

I wasn't criticising your decision to invest, just sharing that I had looked into the business, but didn't find it investible. It may well prove to be the next Amazon and I will look very silly!

Its always hard with these sort of speccy tech businesses, there are so many of them and most will disappear up their own narrative, but if you can pick one of the winners there are obviously huge gains to be made. Good luck with HZR.
 
galumay said:
I have no idea, I have enough trouble working out what to do myself without worrying about the motivations of others!!

I wasn't criticising your decision to invest, just sharing that I had looked into the business, but didn't find it investible. It may well prove to be the next Amazon and I will look very silly!

Its always hard with these sort of speccy tech businesses, there are so many of them and most will disappear up their own narrative, but if you can pick one of the winners there are obviously huge gains to be made. Good luck with HZR.
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Mate all good. You have honest intention and that is why we need to listen and share our ideas. There is only ONE Alibaba and one Amazon. Once there are too many Amazons, then the beauty is gone. Look at Kogan. So not to worry. I wanted to have a sounding box and you did pretty well and resilient not to get distracted either :)
Thanks a LOT
 
galumay said:
I looked into it, but I didnt like the lack of tranparency from management around patents, I believe they have greatly overstated the situation with various patents. Its got a lot of momentum from some of the usual suspects at HC. I decided the risk was too great for a very uncertain upside potential.
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I agree with you, a lot of promises, not much substance as yet.
I don't play lotto, so a bit of a flutter, costs the same as a system 7 slick pick every Friday for a year.:D
 
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