Board Change • May 20
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 4 highly experienced directors. MD, CEO & Executive Director Glenn Corrie was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. 공시 • Oct 24
Energypathways plc Commences Technological-Commercial Studies with Hazer Group Limited in Relation to Graphite Production from Its Planned Mesh Project EnergyPathways announced that it is commencing techno-commercial studies with Hazer Group Limited ("Hazer") in relation to graphite production from its planned MESH project ("MESH"). High grade synthetic graphite will be produced as a by-product from the MESH low-carbon hydrogen production facility to be located in Barrow-in Furness. Graphite has been identified by a number of countries, including the UK, as a critical mineral to meet their net zero ambitions. The Company's potential future graphite production may provide the Company with a major additional revenue stream. In July 2025, EnergyPathways entered into a strategic engagement and MOU with Hazer, a global leader in methane pyrolysis hydrogen production, licensed worldwide through its alliance with KBR Inc. Under the agreement, EnergyPathways holds the exclusive rights to deploy Hazer's hydrogen and graphite production technology in the UK, providing a strong competitive advantage in one of the most strategically important sectors of the clean energy transition. Importantly, Hazer also has a strategic partnership with Mitsui & Co. Ltd. ("Mitsui") to explore and develop markets for Hazer graphite, which is targeting a range of potential applications, including high-end uses across the battery, anode and advanced materials sectors. This partnership positions EnergyPathways to leverage premium market access and offtake opportunities across the UK, EU and globally as the MESH project progresses towards development. Mitsui is a blue chip company with a market capitalisation of around PS56 billion. High-Impact MESH Project: Clean Hydrogen and Battery-Grade Graphite The Hazer-KBR technology converts natural gas into low-carbon hydrogen and high-purity synthetic graphite with no CO2 emissions, establishing a game-changing decarbonisation pathway for industrial hydrogen production and critical mineral supply. The MESH facility is designed to deliver: 90 MW of low-carbon hydrogen production capacity (~20,000 tonnes per annum); Up to 60,000 tonnes per annum of synthetic graphite with an initial 95% purity, with potential to upgrade to >99.9% This dual-output model offers compelling economics and diversified revenue streams in two high-growth, government-backed sectors of clean hydrogen and battery materials. Recently, battery-grade synthetic graphite prices have exceeded as much as USD 10,000 per tonne, more than 120% higher than pre-pandemic levels, reflecting tightening supply and strong demand from the EV and energy storage sectors. The Hazer technology is currently attracting strong inbound interest from global battery, anode and materials manufacturers, underscoring its strategic relevance and scalability in emerging energy markets. The Company has the exclusive right to deploy Hazer low-carbon hydrogen and graphite production technology In the UK. This positions MESH as a potential major producer and supplier of high quality and battery grade graphite that can meet the UK's growing demand for this critical mineral in energy transition. MESH's potential graphite production capability can play an important part in shoring up the UK's energy security and its critical minerals supply chain. The MESH system is designed to capture and store curtailed offshore wind power in offshore salt caverns as compressed air. The MESH energy storage system combines associated large-scale hydrogen, thermal and natural gas storage capacity in geo-storage features (the salt caverns). During periods of low renewable energy availability, the LDES stored energy storage capacity (the LDES stored energy storage capacity in the UK and Europe). 공시 • Sep 24
Hazer Group Limited, Annual General Meeting, Nov 18, 2025 Hazer Group Limited, Annual General Meeting, Nov 18, 2025. Location: at level 37, 180 george street, nsw 2000., sydney Australia 공시 • Jun 18
Hazer Group Limited has completed a Follow-on Equity Offering in the amount of AUD 8 million. Hazer Group Limited has completed a Follow-on Equity Offering in the amount of AUD 8 million.
Security Name: Ordinary Shares
Security Type: Common Stock
Securities Offered: 22,580,645
Price\Range: AUD 0.31
Discount Per Security: AUD 0.0186
Security Name: Ordinary Shares
Security Type: Common Stock
Securities Offered: 3,225,806
Price\Range: AUD 0.31
Discount Per Security: AUD 0.0186
Transaction Features: Subsequent Direct Listing 공시 • Jun 16
Hazer Group Limited has filed a Follow-on Equity Offering in the amount of AUD 2 million. Hazer Group Limited has filed a Follow-on Equity Offering in the amount of AUD 2 million.
Security Name: Ordinary Shares
Security Type: Common Stock
Securities Offered: 6,451,613
Price\Range: AUD 0.31 New Risk • Sep 30
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$23m free cash flow). Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (AU$1.9m net loss in 3 years). Shareholders have been diluted in the past year (15% increase in shares outstanding). Revenue is less than US$5m (AU$3.3m revenue, or US$2.3m). Market cap is less than US$100m (€52.2m market cap, or US$58.1m). 
