graphene a real graphite market? nope. , page-29

A few points which we should keep in the forefront of our thinking, but which seem to have been lost in the blur.

1. Graphene can be made from very ordinary grade graphite - 92% plus was fine in the SA case. You don't need 99% to produce graphene.

2. There are lots of people making graphene. They don't mine graphite, they just buy the small amounts they need from whoever will supply it. That situation is unlikely to change.

3. Should graphite miners go out and learn totally new skills of making and marketing graphene? It's hard to see why they should expect to do better than the existing professionals in the graphene business. Vertical integration might sound good, but it demands that management talent be spread across different businesses.

4. AXE's graphite production will be vastly larger than the total demand for graphite from graphene producers. The bulk of production therefore must be sold in traditional graphite markets. So isn't it logical to focus on them first?

Cheers, Prime1