I know many on here are waiting on the bucket liner results but the importance of them seems to be lost on me, could someone explain why they are so significant?
I ask this for 2 reason:
1. Wouldn't it already be safe to assume that they do exactly as originally claimed? We saw them at roughly the 6m mark and they had already outlived the competing product and the fact they haven't pulled out of service prior to 12m means they must have made the distance.
2. Don't we already have a 3t contact with Newgen to provide graphene for bucket liners, which consequently looks like very little has been utilised at this stage.
I can see that this may encourage other companies to take interest in how graphene can improve their products which would increase SP/MC in the the longer term, but I would have though bucket liner results & newgens existing 3t sale would already be priced in and would do very little for our short term prospects?
