Ann: Grade of 98.41% TGC confirms significance of intercept-FGR.AX, page-11

If FGR are producing graphene in commercial quantities and at a recovery rate of 80% from graphite as demonstrated to date...I reckon their will be plenty of graphene to go round.
I imagine they would supply plenty of other industrial users globally with graphene in order to establish a well diversified client base and also so that adoption rates and uptake is improved by various developers of commercial products with graphene.
The most important part of the equation at this stage is to get as many samples to as many potential end users as possible so that they can trial and test the quality of the product.
Some companies move faster than others and some have a considerably bigger budgets for R+D than others, so you need to ensure your product has the exposure to as many developers of commercial graphene based products as possible..
PAK/Imagine intelligent materials is only a very small piece of the pie for graphene and the agreement ensures they will get looked after from a supply point of view.
With regards to pricing..because Graphene is so rare and has price variations from $50,000 to $100,000 per tonne due to no real commercial quantities ever having been produced consistently... they key is consistent supply and then a sensible price will prevail..
remember FGR is aiming to produce graphite for $650 C3 costs per tonne and sell for upwards of $1,600 per tonne. The cost of turning Graphite into graphene is relatively cheap and therefore the margin is many multiples of...the upside margin potential is huge
With regards to the price being held up...I think there is a lot of pent up demand and you will find the stock is going to be increasingly held tighter and tighter..