Coffee with Samso Episode 93 is with David Frances, Managing Director of Province Resources Limited (ASX: PRL).   Have you come across a project that is totally de - risked ? This episode of Coffee with Samso is about two things, Green Hydrogen and a De-risked ESG Business.   I think this is one of the most Compelling ASX Stories that has graced Coffee With Samso.     If there was a second chance to ride an energy wave, Province Resources Limited (ASX: PRL) gives me the fuzzy feeling that this could be the horse to ride. If you look at the chart, you do get the feeling that the horses have bolted.   In these situations, I like to think of what it was like to buy into Woolworths when it listed. I remember that I subscribed to the IPO and was calling the broker like every week asking what it was doing. The company share rice started the IPO around the $2.50 mark and it is now at $40 per share, with a market capitalisation of AUD50B.   Woodside is now worth AUD21.23B and they are in a sunset industry and I still remember them in the 1990s, the new emerging energy company.   The business of Green Hydrogen has just started and a company like Province Resources with a market capitalisation of approximately AUD150M is cheap considering that the likes of Woodside are worth billions.   David Frances shares with us on this Coffee With Samso the unique entity that is taking on the Green Hydrogen story. We learn that there are a myriad of Hydrogen.   Hydrogen is Not Hydrogen. The only thing that will kill this industry will be Government. ESG is here to stay. - David Frances   I have to say that this is one of the most compelling ASX story I have come across. The research that I looked at prior to my first meeting with David was nothing compared to understanding the whole story. Province Resources Limited is about a totally re-risked business which is just waiting for the government for some direction.     Chapters:   00:00 - Introduction 54:20 - Who Is David Frances 01:28 - Why have we not heard of the Hydrogen business ? 02:17 - Hydrogen 101 03:59 - Is Hydrogen Hydrogen? 05:59 - How is the journey for the Efficiency of Hydrogen? 07:56 - What will Province produce? 08:49 - Are you specific to a type of Hydrogen? 10:13 - What is the business for Province and how does it work? 11:43 - The Hydrogen Royalty debate? 13:23 - Green Tariff will drive the Green Hydrogen business 14:54 - The ESG pushing this sector. 15:28 - What is the money people saying about this Green Hydrogen business. 17:17 - The Importance of ESG parameters. 18:21 - The business plan for Province Resources Limited. 19:38 - Why Carnarvon? 20:55 The Total Eren Factor 22:21 Total De-risking 23:59 - Be careful of the use of the word Hydrogen.... 24:36 - How Green Hydrogen fair with Cost vs. Scale of business. 26:18 - Making the entire supply chain to be Green. 27:56 - The path that needs to be taken. 28:24 - Has the value of the shares over? 28:54 - The reasons why investing in Province is still in the early stage. 29:35 - When should investors come in? More reasons for investing in Province. 30:15 - What can break this business? 31:07 - Conclusion