FGR & Breedon We will probaly get an update within the next 2 weeks: This stage builds on the learnings from earlier work, with results expected in January 2024 which will be used to compare performance to the Phase One trials.
FGR & SUVO As far as we know the JDA got announced one year ago, maybe we get something in 2024 but Suvo must establish itself in the market first.
Supercap/Next gen Battery Idk where are we here at... they got silent about this one.
FGR & Neograf Neograf has FGRs Graphene listet as part (Graf-X GNP 3000) of the Graf-X product range. But first they must get approval from the regulatory to be able to sell graphene into the US.
FGR & Nanoproof Nanoproof does not look like a big revenue generator...
FGR & Mayur 2 years ago this coop got announced and has a scope of 3 years. Mayur by itself seems to be progressing and could become a good customer. Maybe we get something in 2024.
FGR & Fosroc 2 years ago this coop got announced with a scope of 5 years. From my point of view its connected to the coop with Breedon. As I expect Breedon to introduce graphene gradually with the goal of 25% CO2 reduction by 2030 we may see revenues in this context by 2025 with an expanding volume until 2030.
FGR & DSP (Hubron) Won't expect much here. Hubron chose to go with Graphenest, but Hubron will probably not depend only on one supplier. We'll see if some crumbs drop for FGR.
FGR & TPR2 Probably dead. Once I talked to Mike he told me that they don't focus on fire retardand anymore. Thy wanna incorporate graphene into materials to achieve fire retardancy but not something to paint on other materials. But maybe it was only related to the NDA so he was not allowed to talk about.
FGR & Gerdau FGR lost this oppertunity mainly to Nanoxplore. But it seems FGRs material is superior to Nanoxplores, but also was their price which led Gerdau to change its mind on FGR. But maybe Gerdau catches up on FGR in the future.
FGR & Chemiplas/Engage Marine/Fosters Plastic Never got a follow-up on these, so most probably dead.
FGR & Halocell To replace gold/silver in solar cells can be huge deal if other players on the market are interested... but looks like this will take some time to achieve.
FGR & BGC Looks like the work together for a longer time, but also BGC is in trouble in general.
VFD & BEST Battery BEST Battery is dead and the VFD looks to be in endless development.
FGR & Planartech Nothing to expect form the sales agent for Asia (lol). Their mask bsuiness is dead, never got a follow up on the bullet proof armour...
Vector Homes/Senergy/Zebco Heating/ChangeMaker3D All of them are start-ups without an established client base. But maybe they get involved into some kind of government project. Not that long ago a webshop popped up on the Senergy website, which got removed, but maybe they will enter the market this year - once again time will tell.
FGR & Flowserve We never heared anything official about this but Flowserve bought some shares - hopefully this connection will translate into revenue once they gain approval to be able to sell graphene into the US.
FGR & EMDAD This is really high potential and to keep an eye on. If an oil company is willing to license the tech from FGR huge sales numbers could be achieved in a short time frame.
All in all it was a disappointing development in regards of revenue in contrast to the claims made. WGs overpromoting did help in the short term but does more damage in the long term. Also his intention to manage the release of announcements is not that smart as he might think. Long black out periods followed by pushing announcements in from of cap raises have the SP directed to the current levels.
MB seems to be more grounded but yet has to show that he is able to close deals of relevance. At least they did better than AGM, Versarien, Haydale. We know that the concrete companies have to do something to be compliant with the current agenda and graphene seems to be a valid option. They have a foot in the door of prominent companies (Breedon, Fosroc, Morgan Sindall, Sika, Holcim, Siam City) in this space which could let the revenues explode and so the share price.
Cheers
FGR Price at posting:
6.7¢ Sentiment: Hold Disclosure: Held
