So the comparison, just in terms of the capex to produce graphene is 7 figures for TLG vs high 5's? (cost of a small car + modular bits for post-production processing). TLG at least have an advantage as far as the resource goes, it's very simple to mine and the size and location of the resource is known. There is thusly much to like about both, but to my simple mind, and wanting to be exposed to the upside in graphene, I think FGR will be a more lucrative investment, but happy to hold both.
Capex, page-47
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