One of my early bird predictions is the supposed peers of FGR are in for a shake up as the markt sorts out the serious Grapheners from the pretenders. Even flakers are getting in on the bandwagon trying to sound like FGR !!!!
Does anyone remember this example from not that long ago?
Some investors have been missing the point with FGR’s activities in the vein graphite business, failing to appreciate that it is the control of the vein graphite supply that is critical.
The Graphene Cell, which produced the best quality lowest cost graphene in bulk, works best with vein graphite that is found only in Sri Lanka. While the graphite can be sold at US$2,000, its conversion to graphene can lift the selling price by 10-20x.
The key is the feedstock, and FGR can best suppress completion by getting as strong a grip on Sri Lankan material as possible. Hence the two year sales agreement announced yesterday, securing 100% of the premium grade graphite production from the government mine. It places FGR streets ahead of the competition.
Over the last 18 months there have been a number of junior companies saying that they have options or off take agreements over supplies from the government mine. Maybe they did, at some point, but none of them acted on these purported agreements so the government decided to cancel these and deal with a company that was serious about operations, not promotion. In steps FGR.
FGR has the goods and i think all that work they did saying nothing to their competition is leading to some very big announcements along with more videos.
What do you think is coming?
I think FGR have proven themselves while many peers have kept up their spin.
I think our Peers are going to be in for a shock as investors migrate to the real deal....
I am looking closely at the graphene polymer composites for my big announcement.....
We shall see but the Value is outing.
I am basing my predictions in part on this data from the above report:
The priority targets for the next six months are listed below:
• Construction and commissioning of the Henderson commercial production facility • Achieving first repeatable graphene sales contracts
• Production of graphene from VFD and TFD
• Production of graphene oxide using the FVD • Construction of the first BEST Battery™ prototype for demonstration purposes
• Scaling up of field trials for the FireStop™ fire retardant
• Continuing vein graphite development in Sri Lanka
My point is that over the last 4 months how many of these targets have been hit. That leaves a few more in the next 2 months.
Now i deduce that the strong buying is by people and institutions who are tracking this trajectory.
More news can drag out over the next month or so but my prediction from the data is they are working towards everyone of these targets with full steam ahead.
Just wanted to show where my confidence is coming from in this gem.
Kind Regards
DYOR!!!
#fgrtherealdeal
FGR Price at posting:
13.0¢ Sentiment: Buy Disclosure: Held
