My general feel on this is that SA is about as far from a graphene supply point as it's possible to be. Adding in things like cost of transport/labour in Australia and I feel that in the overall scheme of things, it would have to be better than it's currently presented as being in order to be a long term prospect. It's not like graphene is hard to produce and in the coming decades, everyone will be decarbonising.
Don't get me wrong, I held but I sold at the peak 14.5c (which for me is a miracle) and I wish holders the best, but I am finding it hard to convince myself there's an entry point at the moment, especially as there is a looming bearishness in the market as a whole. In my experience only, spec stocks get smashed on bearish retractions. I have a sock drawer full of 2008 gems....
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