I'm up nearly 100% on Fgr vs down on Tlg though, Fgr has been the much better short term play.
Figure if this space is about the quality of the few layer graphene sheets being just good enough then Tlg should be the winner because of its ease of extraction.
There is nothing unique about fgrs deposit and they themselves note they will have to mine multiple deposits to get the volume required.
Otherwise cvd or some other synthetic production company will win out
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