Far east capital covered what markets FGR will target (FGR do have a IP for fire rating) , Pretty much anything where graphene is required except for high end applications.
It also covers graphene (its all the same no ones is better) Graphite that is a different story.
I am disappointed that FGR isn't suited for the high end applications, This might all change with the use of VFD and TTF
http://www.fareastcapital.com.au/imagesDB/newsletter/WeeklyComm15October2016.pdf Graphene Some comments on terminology One point that might need clarification concerns purities and grades. When you are talking about measures of purity or grades you are talking about graphite. A quoted grade refers to the graphitic content in ore. When you concentrate the ore you get a concentrate grade, which is also a purity measure, but when you get to this point you need to know more about what the impurities comprise. You need to know how problematic those last few percentage points will be in terms of contamination and possible compromising deleterious elements. When you talk about graphene, it is either graphene or it isn’t. There isn’t really a grade or purity measure. An exfoliated graphene batch might have a small percentage of incompletely formed graphene, represented by micrographitic particles, which are incidental and not an impediment to the application. Graphene measure is all about quality and size. Graphene can be single layer in thickness or that thickness could extend right up to ten layers. Another parameter to consider is the size of the graphene platelets. They can be small at 3-5 microns in size (length/width), or they can be as big as 100 microns. Further, a very important measure is the level of defects. Different methods of production, and different raw material sources, will give varying defects that will affect whether it is suitable for purpose or not. Raman spectroscopy is used to measure defects.
Target Markets
The super profits will come from the graphene side of the business. We know that the graphene business is embryonic. It needs the development of more applications, particularly bulk use applications, before momentum really gets going, but all around the world scientists and industry are working to make it happen. The availability of high quality low cost graphene, such as that which FGR can supply, will greatly accelerate the commercialisation of graphene. It doesn’t rely on FGR alone to develop applications. Any progress elsewhere, by any other organisation, will have positive implications for FGR. Its graphene probably won’t be suitable for very expensive high end applications, that can afford to pay CVD prices, but that shouldn’t matter. FGR is at the start of a very steep growth curve covering the entire value chain from mine to market.
FGR Price at posting:
11.5¢ Sentiment: Buy Disclosure: Held
