Ann: Strategy Update Investor Presentation, page-8

true that's a risk. but are they able to produce graphene? currently it does not look like. furthermore the metal oxide decorated graphene should be superior to graphite or graphene on its own. in the end, fgr currently pays around 2k per t of vein graphite - I guess they could also pay 4k per t to get priority over ceylon graphite.... we will see how thing play out....

from my point of view to become a big player the cavitation process is key, removing all limitations in regards to the feedstock. but first capitalize the current production method and once the money flows in go on to the next stage of evolution = cavitation.