...whatever the real number is, it flips around between 70 and...

...whatever the real number is, it flips around between 70 and 100. Also the contracted volume shrank from 5,5 tpa in 2020 to 5 tpa in 2021. Hopefully we will see in the upcoming quarterly that those got delivered and maybe also the 3t to NewGen?! Furthermore round about 400t of graphite disappeared from their stock for whatever reason...

The customers I am aware of:
Planartech - US - products on the market
Space Blue - EU - products on the market
ALT - AU - product launch pending
Steel Blue - AU - product launch pending
NewGen - AU - trails completed, but no progress???
Hecxyl - AU - trails in progress
Ascent Shipwrights - AU - trails completed

Potential customers:
- TPR2 - US - I don't know if this relationship is active anymore
- Engage Marine - AU - I don't know if this relationship is active anymore
- Fosters Plastic - AU - No results so far reported
- NASA - US - got named in the 7news video but status is unclear
- Malaysian Rubber Processor - I don't know if this relationship is active anymore
- Chemiplas - AU - I don't know if this relationship is active anymore
- European Master Batch Company - EU - I don't know if this relationship is active anymore
- M&I Materials - EU - product development ongoing
- Gerdau - BR - contracts to be finalized
- Flexegraph - AU - I don't know if this relationship is active anymore

Meaningful volume? We are still waiting for some... 3 years since they commissioned the factory in Henderson and we are at 5% of the current capacity which was expected to only be a starting point... Looks like the European companies are currently not willing to move forward...

Sadly we did not get a detailed report on the Kainos process (yield, timeline to commercialization, higher or lower production costs). Hopefully they get this up and running as the demand is huge (check talga/skeleton).

What's up with the VFD? As far as I know this device exists for round about 10 years now but it is still under development - how long will this continue?

Still high potential but nor real results so far....

Cheers