...was a interesting presentation - takeaways:- Concrete is the...

...was a interesting presentation - takeaways:

- Concrete is the first application Gerdau wants to take to the market
- Current focus is on GNPs but they are also looking into CVD
- The current prices are too high, Gerdau sees mass applications for prices below 20K/t, which is in line with the EU Graphene Flagship
- Gerdau wants to use Graphite from Brazil as feedstock
- demand they see is in the thousands to hundred of thousand t
- Gerdau Graphene is open to work with any Graphene supplier

From my point of view FGR is one of several graphene suppliers Gerdau will work with. They might get a big boost in volume but the question is are they able to produce graphene at the required price levels and also are they able to provide those volumes - the output of Sri Lanka won't be enough hopefully they can enhance their process to use different sources of Graphite and also push that Kainos process forward.

Cheers