The TPU order is probably related to the contract with PT Alasmas Berkat Utama which got announced some weeks ago and the value of 110K AUD translates to 1 t of Puregraph 20. The 55K AUD order of Puregraph 10 is probably around 300 kg.
In regards to Breedon - after the inspection of the site the decision was made to not fully replace the road, so no need for concrete slabs (= no Puregraph), they only replaced the top layer. But Puregraph will be used for the renewal of another section of the UK highway and the demand increased. This should take place in August 2025....
So far not much has been realized in regards to the forecast of the sales pipeline for the FY 2025. But we know that their partners (Breedon, FP Maccan, Cemex, Siam City, Fosroc, Holcim NZ, Morgan Sindall) are committed to reduce their CO2 output, about 20%, by 2030. Probably we will see a gradual shift to graphene enhanced concrete, product group by product group in the not to distant future, e.g.:
https://www.linkedin.com/posts/fosroc_fosroc-cementech2025-cga-activity-7337780269044690947-XRaS?utm_source=share&utm_medium=member_desktop&rcm=ACoAADSF8EMBB9oOXRg64ojQj6gAyuqOGD7X6Zc
Concrete is the application where this company is ahead of its competitors and where the demand is huge enough to provide FGR with a profitable baseline. The concern here is the share count, if it continues to run away the potential upside gets limited even more.
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