There is truth in that.
It's one thing to put graphene somewhere and hope it's good for sale. It's another to make a marketable product out of it. Haydale takes that approach if I understand it correctly. From my point of view, it all depends on the cost. You can see that if you follow the video into the shop. The current high costs make mass business impossible. But I suspect we are in frint of the open door. In high-tech solutions, you need very little but all the more know-how. This points towards a finished product and margins. However. I suspect that Talga can produce the cheapest graphene by far. So far we have only been able to produce 500Kg of anode material. That will change soon and significantly. We are working hard on this and it will happen by the end of the year. Without anode production no graphene in our case. But FGR has 100mt in stock, unprocessed. Let us be patient. We are at the beginning of a new technology era. As always IMO
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There is truth in that. It's one thing to put graphene somewhere...
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