I do not know more than you regarding these projects; I am waiting like all investors for an update; why am I enthusiastic? for many reasons but Erie is in sharp focus and does not have the particular difficulties that Welch has posed. And there was Dr Diz's conclusion posted here several times that Welch demonstrates that hydrogen can be consistently produced in an industrial setting...or words to that effect. As for getting information - well there may be some delays because of the relocation of corporate headquarters; I got my investment pack before the transition but found that all the important information was located on the website anyway....Have you really read all that is there? When financials are released, then we will all know a lot more and that is a stated goal that will be reached; A lot of positive changes in my view reflected in the last two PRs and in the new website. Bret Barnhizer is doing exactly as he stated step by step;
I agree 100% with your analysis of the future of the Welch project. Reading between the lines has rarely been easier: Hydrogen production from Welch isn't going to happen on a commercial scale as the company hoped.
That said, it would make perfect sense that Bret wants to cushion the PR blow on the Welch front with something a bit more hopeful in Erie. I only hope they've been busy there and have good news soon.
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