RE: Precious metals30 Dec 2021 16:08
@Tilly, From page 6 of the presentation (1995-2006 graph) the ubs hydrogen equity index jumps from 1000 to 6000. The 2019 graph we are at 900 i.e. it's a six-fold increase.
However, I believe this time it will be much higher. Why?
- production costs are far better
- the technology is ready to be adopted fast
- the RoW are motivated heavily with strong Gov impetus
I'll wait to go through the presentation in more detail, but there is substantially more upside in the market than 6x. For Eurasia 1.0 much earlier in the production schema and Eurasia 2.0 in the latter stages, we have the making for compounded multiples. This is too big to estimate right now, but my view is that if this is pulled off, it will transformative for all investors.
This could double or triple estimates depending on what the details are.
GLA