Reading the comment attributed to MM all I think he is saying is...

Reading the comment attributed to MM all I think he is saying is that SER (actually Ionic) have secured adequate supplies of natural graphite for the timebeing from the stock holdings (~100T) VXL have in their Adelaide store room. In the event that need more graphite (and VXL have gone bust) they have fallback suppliers (they can also use synthetic graphite or methane as a precursor for producing graphene). IMO using natural graphite is a bit of a furphy in that the main component of cost is likely to be the graphene processing/fabrication and not the feedstock material.