Selling high purity graphite alone is enough to make AXE. Before the toll processing option the NPV was over 100 mil. The other battery mineral projects will IPO and we will all be shareholders and there is clearly value there or they wouldn’t bother with the IPO. This is the short term value.
Graphene tech and products are a way to sell value add and higher margin products (advanced materials) or licensing to IP. They are probably medium term options. There is currently graphene manufacture taking place in Australia, and it was setup relatively quickly (Imagine, FGR). The tech to produce at low cost and scale is still evolving. We have one of the best connected and brightest guys in the game as CEO. The commercialisation of graphene is finally starting to take place.
If the quantum IP leads to something real it would be worth a lot to the big tech companies and chip makers (intel, google, IBM etc) are racing to develop devices. It would most likely be a licensing deal. This is not short term but it’s a big upside.
To the point regarding the plan, I think a plan/ commercialisation horizon for the various techs would be valuable. Looking at the lab research alone doesn’t give a feel for the actual commercialation challenges and timelines. Next roadshow I guess.
AXE Price at posting:
8.9¢ Sentiment: Buy Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)