I found this part very interesting, We have seen Eden...

I found this part very interesting,

We have seen Eden Innovations rise from $10m to better than $300m based on carbon nanotubes in concrete, achieving 50% improvements in performance in a number of parameters. The scientists tell us that graphene can do even better.

could FGR have IP coming up for the use of Graphene in concrete ? Why else would scientist tell us ?
I might be reading way to much into that part.

I personally don't believe that TLG should have a MC of 134mil and FGR have a MC of 32 Mil. it just proves how marketing can make such a big difference.  

sorry if this has been talked about before,
I had no idea of this volume issue with transporting Graphene, I assumed graphene would have the density of around 1 m3 per tonne. after talking to Peter the other week, he told me that 1kg of Graphene takes up the volume of a 10ltr bucket, Converting that into a tonne of Graphene that is 10 m3, this would mean that a 20 foot shipping container would only be able to transport 3-4 tonne of Graphene compared to 25t of graphite.