FGR 5.15% 4.6¢ first graphene limited

1. FGR's dual strategy, one can see it as: since keep delaying,...

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    1. FGR's dual strategy, one can see it as: since keep delaying, FGR needs help to source the graphite for its production, say from Elcora for example, but Elcora does not need FGR's processing method to produce graphene + it has SL Vein to replicate the production method if necessary. It is not a patented method.

    2. I think you really should make the comparison by adding up both mining and production for both FGR and TLG. FGR needs ongoing mining activities to dig graphite up, but TLG's costs mainly from one-off equipment installation and running cost. From this year's financial reports, the costs were not that different between two companies. The main difference was due to the salary in the different jurisdictions, which again might be another issue for FGR. We don't really know how much they pay for the hourly labours in SL.
 
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