There's still a lot of the story to unfold in this area IMO.
Key hurdles are being able to meet the industry wide demand for high-grade graphene but also proving to the market that there's an advantage to it having it all while keeping the cost of producing it low.
TLG has the potential to disrupt this given their resource and process of liberating the graphene easily from the ore body. But it's also going to be dependant on showing markets that graphene has a place in their products as an addictive/enhancement without a massive increase in costs.
Graphene will, IMO, have a place and will be a moneymaker for the company but it's all about timing and when trial and lab results come through which will take time. The anode tech is just a hot commodity, but TLG is well placed to take advantage of both worlds. Multiple revenue streams = a lot $$$'s for this company. Stay tuned for more from this company
TLG Price at posting:
$1.77 Sentiment: Buy Disclosure: Held
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