I am going to be travelling across continents today, so please allow for a delay in my response after this message.
Hi @SAURABH_SWARAJ . I get the point you’re trying to make. I will say a few things here.
As investors, we look at a management team’s track record, and develop our own independent opinion to determine the degree to which forward looking statements they make can be trusted. So far, I love how management has performed since MTAR went public.
MTAR has a lot going for it, and a lot of future potential. In terms of my high conviction opportunities to produce products at scale, I am looking at fuel cell modules, electrolyzers, and the energy storage systems. Just producing these three families of products, at scale, would make me happy. Anything over and above that is a bonus for me.
@SPinfy , I wanted to very briefly answer your points, as we run the risk of departing from the company (MTAR), and going more into the Green H2 thread.
As far as I know, the majority of hydrogen generation that is being planned in this country will be powered by a renewable source of power (hence green H2). The latest example being plans by IOC to have green H2 generation in all of its refineries.
So I will let the multiple large companies in India and beyond with bold plans prove out the technology at scale, and I will be taking notes.
Second, I do not expect the exact same pipeline to be used for natural gas to be switched out for hydrogen (risk of leaks, incorrect grade of steel, etc.). What I expect is a parallel line of sorts. The point I was making is that the masters of the creation, handling and distribution of combustible fluids (the oil and gas industry) will just add H2 to the mix. Also for long haul supertankers, there is the option to convert H2 to ammonia, and transport it that way. Sharing a link on the transportation topic below:
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