Something Brewing?, page-31

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13/10/16

19:14

Post #: 19843337
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Originally posted by daveg ↑

There seems to a continual lack of understanding about FGR and this space in general.
Just to clear some comments made recently:-
"another question raised with the 96% bit as to what percentage was around this level?" The answer is all of it. SL graphite is like no other. It does not need to undergo all the other steps that other graphite companies need to undergo to reach this level. FGR has a huge competitive advantage that the market still does not appreciate.
"Real cash flow in the form of a graphite off take agreement is essential here". Wrong. As I have pointed out many times, FGR is, from my understanding, extremely unlikely to do graphite off-take deals. The major focus is on graphene and selling the portable production modules (only SL graphite can utilize these modules which only cost around 25-50k!). There is no need to build a plant-another huge comparative advantage.
As the pickup in uses of graphene accelerates, (which a great many of scientists around the world are focused on) FGR will, as it develops its mines in SL, be able to meet much of this demand at much lower operational cost than any other current graphene producer.
The recent deal allows both current and new users to test and refine their graphene use-starting now.
You need to look to the future. It also sweeps away the delays in production, which are now essentially irrelevant and no hindrance at all to FGR implementing their planning for the future.
There is a huge tsumani coming in this space. It is disruptive and the old rules dont apply. There is no spot price for graphene and I agree that a valuation of FGR does pose problems for analysts, as there is for all companies involved in any disruptive technology.
The uses for graphene will come and they will come in rush.
There is simply no other company out there as well placed as FGR to take advantage of the future surge when it arrives and it is IMHO trading at massive discount to its likely potential that is yet to be understood by the market.

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It doesn't read that way imo!

"Product with purity as high as 96 percent has been achieved during the month."

You read it differently.

FGR Price at posting: 10.0¢ Sentiment: Hold Disclosure: Held
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