Ann: Quarterly Cashflow Report, page-11

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windlove

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03/02/19

23:11

Post #: 37316296
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Originally posted by zoulou: ↑

BG

I did see Spid's post that you refer to. I decided not to take the bait and comment at the time.

Spid does not hold and drifts over from the FGR when he gets bored to post negative commentary that is usually beside the point. I expect he will respond to my reply to you and will only desist when he has the last word.

TLG has demonstrated that it can mine its deposit in an unconventional way by removing 5,000 tons of material in the form of slabs, the way marble is quarried. Moreover it has demonstrated to the Swedish authorities its ability to remediate the site to their satisfaction and to that of the indigenous Sami people. It has appointed a senior person in Sweden to progress its environmental application and subsequent mining licence. It does not make sense to spend dollars mining significantly more until such time as meaningful formal agreements are in place, and in any eventI I expect TLG would be able to apply for additional trial tonnage amounts from other parts of its Vitangi tenements when the time is right as a way of proving up the potential of its tenements.

TLG's business model is different from that of FGR that Spid is such a strong supporter of. TLG is looking to insert itself in the actual added value chain with key customers in several fields, all of whom are multi national companies in their chosen field of operation. FGR is looking to supply graphene as a commodity to all comers, relying on deposits in Sri Lanka.

TLG has chosen not to pursue the GEIC initiative as all the IP would belong to GEIC rather than to individual participants and that the IP would be shared freely with academics around the world.

The platelet size is a red herring as different sizes have different applications. The BEST battery route appears to have been abandoned by FGR and MNS and other Tanzanian hopefuls are still waiting for Government approvals to proceed. I note that TLG's progress on its battery research has much more immediate applications.

Spid's comments on TLG's graphene production are pure speculation at this juncture as there has been no specific announcement by TLG on the percentage they achieve and how much they have produced so far. I take the claim that FGR can produce 50 times as much with pinch of salt as there is no evidence of this so far, either in income or deliveries to customers.

The recent quarterly reports from both TLG and For should be read side by side and readers should draw their own conclusions on which of the two has more credibility at this point. I also note that TLG is much better funded to achieve its goals in the near term.

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Hi Zoulou,

I have stopped engaging with Spid. You should do so. Otherwise, only encouraging meaningless discussions with someone blindly takes someone else's words.

For example, he has been using "aspect ration" as "aspect ratio" ever since the first post he has mentioned this term. First I thought it was a typo. But all his later posts used "aspect ration", even here as well. So the only explanation is that he takes this word just from someone he follows blindly without checking it, who may type it as a typo in the first place.

TLG Price at posting: 34.0¢ Sentiment: Buy Disclosure: Held
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