Just adding a little speculation,
FGR signed an agreement with Imagine Intelligent Materials back in September 2015 for IIM to sell FGRs graphene, (1)
If you are not aware IIM have a graphene-based geotextile coatings that is used in dam construction that can detect leaks,
PAK (pacific america coal own's 40% of IIM- PAK gave an announcement on 4th of Oct 2016 (2) that IIM have now signed a MOU with TenCate Geosynthetics, TenCate has a 15% market share and do not have a leak dectection product,
Total Global Geosynthe>cs market predicted to be worth $16 Billion by 2018
Could this be why FGR need to source third party ore ?
(3) is a link to IIM market update presentation
(1) http://www.firstgraphite.com.au/attachments/article/136/20150901-Imagine agreement.pdf
(2)http://www.pamcoal.com/Assets/Documents/2016ASX/1601212 - Imagine Intelligent Materials - Update.pdf
(3) http://www.pamcoal.com/Assets/Docum... Intelligent Materials - September Update.pdf
