Can't see NC6 producing any fibre. This will be more efficient being managed by Grasim regardless of scale. Early high end marketing may well sit with NC6 though. I also don't see issues with sourcing feedstock, particularly given the potential for suppliers to gain carbon credits versus paying to dispose of the waste currently. Supply has really only been interrupted due to COVID, but otherwise suppliers will be lining up.
I think the value driven through the entire supply chain is one of the things that makes this technology so compelling.
NC6 Price at posting:
14.0¢ Sentiment: Buy Disclosure: Held
