A Technical Analysis on TLG, page-700

Hi Rocket, fully aware of Talga's model (I was invested for a while)

Graphene shelf life - taken from FGR graphene capability statement, well worth reading even if your not interested in FGR.

"Given that graphene has a limited shelf life due to its propensity to re-agglomerate if left standing, just-in-time production offers the customers the ability to use pristine graphene in their manufacturing processes." (CVD graphene doesn't have this issue) If this happens you would need to reprocess the graphene i.e sonication / VFD ect, It is not as simple as reprocessing the graphene through the electrochemical units due to the size of the platelets.

Another thing that investors don't know about graphene (that no one really talks about) - If one companies graphene works for the end user, another companies may not.

here is an example of how much difference there is between companies graphene, (platelet size and thickness) it certainly gave me a better understanding on why different companies graphene will have different outcomes for the end user,