Off taker guess, page-6

Or how about left field someone like Siemens ? They have an off take with Lynas for rare earths.

http://www.ft.com/cms/s/2/2b42c74c-dc4e-11e3-a33d-00144feabdc0.html#axzz37L8KDH1B

Also an interesting article on a large flake based Carbon Fibre - would make very strong & light wind turbine blades etc etc etc ... that Siemens are involved with.

http://www.pacetoday.com.au/news/supermaterial-is-stronger-than-graphene-and-diamon

Can't wait to find out, as all have said I hope it is a credible multi-national.