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5.0¢ first graphene limited

Ann: Strategy Update Investor Presentation, page-4

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5,948 Posts.

371

06/05/22

17:05

Post #: 61256527
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Originally posted by vcxy: ↑

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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Approx. $200K in binding purchase orders for Q4 FY22, with additional orders expected to mature before end of FY

The last quarter of 2022 is shaping up to be another strong quarter with significant orders within the composites & plastics, cement &concrete, and coatings & inks market segments

This statement looks familiar. I think I read in earlier posts something similar that someone was saying FGR was busting a gut to finish on positive Q4.

Be nice to finish on 20c.

FGR Price at posting: 15.0¢ Sentiment: Hold Disclosure: Held
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