FGR 4.03% 6.0¢ first graphene limited

Potential graphene market• 420,000t total combined cement and...

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    Potential graphene market
    • 420,000t total combined cement and concrete addressable market
    • Current client opportunity base accounts for 3% (~12,600t) projected to
    reach 10% (42,000t) by first half FY23


    If the potential customers are deciding to enhance 10% of their products with graphene, they would probably need around 1.3kt. That would nearly outstrip FGRs theoretical production capacity as I expect it to be in the low ktpa limited by the feedstock (Sri Lanka vein graphite supply). Even 1% would push FGR to 130 tpa....

    Hopefully we will see 100+ tpa by years end..

    Cheers
 
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