Lately there has been a lot in the news about combustible building cladding again - this is a huge growing market where expanded graphite as a fire retardant is needed.
https://www.theage.com.au/politics/...rs-are-refused-insurance-20190625-p52152.html
https://theconversation.com/flammab...-building-owners-if-authorities-dither-118121
Cue in BSM
Management did start a study on this late last year, hopefully we get updated soon.
https://www.asx.com.au/asxpdf/20181030/pdf/43zsgg99mwyyl0.pdf
Logistically transporting expanded graphite from Madagascar is a concern though - imo we’d probably be looking elsewhere for this process to be done.
Not to mention availability/costs of procurement of large amounts of acids required for the processing.
All imo.
