I want to start by asking again to the new people...
What is a true graphener worth?
I have for a long time advocated Veiners overtaking Flakers as well as Flakers finally getting it and moving over. The Value investors now and growth investors once we crack .50 or so.
I remember a while ago a valuation of .52 or so from one study, and I remember predicting .70 for BBR a few months before it reach that price but since has been a poster child example of the risks we face.
FGR is special..... Not just by the strong management or structure or tax benefits or material limits or diamond drill or ORE into GRAPHENE conversion or .....
FGR is special because it is heralding in a sea change of epic proportions.
FGR is special because it is a text book example of Value Investing. How undervalued is it? How irrational and inefficient is the market being ?
FGR is special because it undercuts the world market...
Why is FGR so Special ?
Drastically low capex and opex, scalability, quality and Warwick Grigor ????
@alpaka your post describes my exact gut feeling. The numbers are of course persuasive but my spider senses are tingling...
For a while I coined the phrase that FGR is the SYR of Sri Lanka. I really believe this and when new people do a Peer Study of SL Companies FGR stands out despite its stealth marketing ....
Obviously not painting a target on its back has worked... Look at their assets and licenses!
Take for instance the SL Vein itself. Its purity formed under intense heat makes it incredible - Combine this with the technology that can be scaled up and built to end-user requirements at low cost and maintaining its quality and at this point to be honest...
I would not be surprised that Tesla or IBM or massive companies are going to be all over this. Still lots of work to do but does anyone doubt the CHOPS of the management ???????????????????????????
Alpaka if you were to break down your notes into Bullet points, What would just have to make your LIST ?
IF you have time of Course!!!!
Kind Regards
DYOR!!!
EASY to be 100% wrong !!!!!!!!!!!!!!!!!!!!!
To err is human!!!!
