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HZR - Hazer Group

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Attracting my interest - why a demonstration plant, the pilot plant is up and running, why not build a real plant or is the demonstration plant the real plant but hopefully one of many?
 
Knobby22 said:
Attracting my interest - why a demonstration plant, the pilot plant is up and running, why not build a real plant or is the demonstration plant the real plant but hopefully one of many?
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Hi Knobby, the demonstration plant is going to be a 100ton P/A H2 plant, it is going to be built next to Perth's sewage treatment plant(Woodman Point) and use their methane as the process fuel source.
The idea is, it will showcase the process and uses a renewable waste product, it is close to Perth for vistors/potential purchasers to gain easy access and if successful should do well. IMO
Just my opinion but if it works well, every big sewage plant will have one. :xyxthumbs
Iron ore feedstock + waste methane = H2, Japan will be all over it I reckon, they can then make their own H2 and iron ore is easily transported. It is early days but a lot of potential.
As I said just my opinion. DYOR
 
Smurf1976 said:
As a general comment the technically best solution, to anything, is rarely the most commercially viable one.

I'm always cautious about "tech" companies for that reason. Simply inventing the tech is one thing but that of itself doesn't necessarily make it a viable business. :2twocents

Do not hold but I'm watching it.
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https://www.asx.com.au/asx/share-price-research/company/HZR and the prices for the last few days and some volume up with no news. Definitely not graphite - as this commodity is dwindling. Does that elimination indicate something with hydrogen plant, construction contract, some out of the blue result on research? Could be anything. Interesting. still holding
 
sptrawler said:
Investor presentation and explanation of Woodman Point demonstration plant.

http://www.hazergroup.com.au/wp/wp-content/uploads/2019/09/4487xm9f4c34hc.pdf
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Thanks. Read the presentation.stage 1 completed. Now demo plant. 6 months. 1000 tons. Not good enough to pay back capex. But upscaling advtg to set up plants elsewhere and learn more at their expense :). Reminds me 1988-89, Korf Technology in Tata Steel. All were surrounded with inventor Dr Korf. So I am getting cautious on the risks from high IP, unknowns and second line of defence.
The process is dependent on methane.
 
Miner said:
Thanks. Read the presentation.stage 1 completed. Now demo plant. 6 months. 1000 tons. Not good enough to pay back capex. But upscaling advtg to set up plants elsewhere and learn more at their expense :). Reminds me 1988-89, Korf Technology in Tata Steel. All were surrounded with inventor Dr Korf. So I am getting cautious on the risks from high IP, unknowns and second line of defence.
The process is dependent on methane.
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If it works and the patents are tight, I would have thought the technology would be on sold, but as you say a lot of risk. Is the process dependent on methane, or any form of process heat eg LNG?
I hold, but not a large holding.
 
sptrawler said:
If it works and the patents are tight, I would have thought the technology would be on sold, but as you say a lot of risk. Is the process dependent on methane, or any form of process heat eg LNG?
I hold, but not a large holding.
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The process is dependant on Carbon - NG, also most hydrogen users globally are small industrial users thus a 100-300
tonne annual plant is ideal as a substitute source for these users that currently just buy hydrogen on the open market.
 
So_Cynical said:
The process is dependant on Carbon - NG, also most hydrogen users globally are small industrial users thus a 100-300
tonne annual plant is ideal as a substitute source for these users that currently just buy hydrogen on the open market.
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Yes I agree SC, the other point is at the moment sewage methane is just flared off at most lants, imagine how much methane would be produced at Tokyo's sewage plants.:eek:
 
sptrawler said:
Oh well there is another Aussie invention down the drain. :(

Galumay, do you have some knowledge, that leads you to that belief?
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There has been a fair bit of discussion about it online, with accusations going so far as to say they have been misleading the market with any claims of patent protection as basically there is none.

I haven't looked into it in any depth as I have always thought the whole thing was poorly run and very speculative.
 
galumay said:
There has been a fair bit of discussion about it online, with accusations going so far as to say they have been misleading the market with any claims of patent protection as basically there is none.

I haven't looked into it in any depth as I have always thought the whole thing was poorly run and very speculative.
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OMG.
Could the allegation be either way
If it is misleading then there will be people suing HZR and MIN to court. That will bring down the share price.
Other side would say, short sellers are ramping down.
The government support normally happens with some due diligence and not on speculation.
I met some senior managers from mineral resources socially few months. They were very reluctant to talk but appeared to be keen a positive outcome of their investment. But I dont rely on such social chats . We need facts and figures.
On face value, I do believe HZR has a good case. The business outcome needs time and serious buyers.
 
Miner said:
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On face value, I do believe HZR has a good case. The business outcome needs time and serious buyers.
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If it does what they say it can, there will be buyers flocking.
As for talk, I would think Min Res would have offloaded them, if there was any substance to it.
There is no upside for Min Res to be associated with a scam, doesn't make any sense to me.
 
The stock price reached a fifty-two week high of AUD 0.470 during trade today Thursday, 10 October 2019, breaking through medium-term resistance with strong volume. The stock price reached an all-time high of AUD 0.850 in April 2016 and an all-time low of AUD 0.190 in July 2018. While the stock price has been a bit too volatile in recent days for a good long swing set-up it might be worthwhile adding this to a watch-list.

Disclaimer:
This information is for general information only and should not be used solely to base trading or investment decisions. Please do your own research. The company’s website is here http://www.hazergroup.com.au .

Here https://decentralisedwealth.com/TopTens.html you can find some other interesting US stock’s to look at. Australian stocks will be added in the next week or so.

HZR.AX_Barchart_Interactive_Chart_10_10_2019.png
 
RobL said:
While the stock price has been a bit too volatile in recent days for a good long swing set-up it might be worthwhile adding this to a watch-list.
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I have it as a breakout today so I might have a little bit of this one tomorrow IF the momentum is still there in the morning and IF we are still stationary. Travelling can play havoc with my share dabbling.

hzr 10 Oct 19.jpg
 
Interesting days for HZR and more interesting their response - Know nothing response to ASX notice.
https://www.asx.com.au/asxpdf/20191011/pdf/449dmbnsk78wg9.pdf
If we look at the last five days trading and volume growth - how could it be know nothing. ASX does the ostrich mentality because they are also interested in the fees being a publicly listed company.
Today the volume was 1.1 Million and the price increase was more than 10 %
I do think time would tell us in a week or two. Happy Holder so not complaining. What is my concern is, however, where or who is the watchdog?

HZR price history
Date Last % Change High Low Volume *
10/10/2019 0.445 9.877% 0.470 0.420 564,921
09/10/2019 0.405 -1.22% 0.415 0.405 153,749
08/10/2019 0.410 6.494% 0.410 0.390 191,540
07/10/2019 0.385 1.316% 0.385 0.385 45,811
04/10/2019 0.380 -1.299% 0.390 0.380 61,508
* Volume of shares shown represents only those shares traded on ASX.
Annual report
HZR SDV AJX CG1 SES
PRICE 0.490 0.485 0.135 0.325 0.070
MCAP
43.28m
63.53m
45.17m
28.86m
26.73m
YIELD - - - - -
PE RATIO - - - - -
Price data for 52 week low, 52 week low date, 52 week high, 52 week high date, Annual dividend yield, P/E and EPS provided by Thomson Reuters © Thomson Reuters Limited
 
Miner said:
Interesting days for HZR and more interesting their response - Know nothing response to ASX notice.
https://www.asx.com.au/asxpdf/20191011/pdf/449dmbnsk78wg9.pdf
If we look at the last five days trading and volume growth - how could it be know nothing.
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Hazer has gone up and down a bit over the last 3 years, banged up an all time chart for a better look.
Turns out the just passed price level of 40-45c has previously been a popular turning point, 49c close
to finish the week is a good upwards indicator i would think. higher high on top of higher lows over
the last 15 odd months.
~
HZRall.JPG
 
HZR published an attractive SPP for a significant value $30,000 for shares @$0.385 against last closing price of 47.5 cents.
Market flogged the share price by more than 14.7 % with 9 times more transaction volume to the volume it transacted just before the trading halt was announced.
https://www.asx.com.au/asx/share-price-research/company/HZR

On a lower level, I am pleased to see at least market has not brought down below 38.5 cents. But who knows tomorrow's market.
I am intrigued on few things on this CR :
Amount of SPP is only around $2.5 M. What it will really do ? Technically 3 months compensation package of Chris Ellison . Geoff Ward ex Mineral Resources /CSI is the Exec Chairman. https://www.asx.com.au/asxpdf/20191029/pdf/449zv7sdlnywt7.pdf TThe company just got a good level of fund $800 K.
$2.5 M - what it can really deliver - Could the market price be artificially jacked up prior to CRR ? Would the company raise another CR very soon after Christmas ? By the way the capital raise constitutes about 50% of current equity.
How the market will react tomorrow and days after ?
Per Commsec Over the last 3 years, earnings at HZR have declined by an average of -6.23% annually.
This is worse than the industry average growth of 0.02%.
Until today's market reaction, I was very adamant on the HZR's success on technical ground. But today, I am starting to challenge my own vision - need a pair of better glasses.
 
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