All good downsyde, yeah we're on the same page. The peer group is so elite and targeted with their own channel markets. I think atm there's a lot of industrial R&D going on and we're all on the precipice of a graphene revolution... Check out what industrial graphene materials you can buy now...
https://graphene-supermarket.com/
http://www.graphenea.com/collections/graphene-products
This is an excellent directory
http://www.nanowerk.com/graphene_manufacturers_and_suppliers.php
Commercially, we have a tennis racket, light bulb and bicycle tire. IMO, we're on the tip of the next wave of innovation(s) that will change everything.
nasabear, just read through the glossy booklet that I got from FEC again, and these points stick out for me...
1. The speculative upside really kicks in for FGR if it can divert some of its graphite production to make low cost graphene.
2. 20 shafts with annual graphite production tpa 5,000 in 2 years
3. 40 shafts with annual graphite production tpa 10,000 in 4 years
4. forecasted EBIT of A$33.4m (17c share) with on 20% graphene (1000 tpa) offtake.
I can't wait til we start production and offtakes so that FEC can revise the model and numbers accordingly.
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- Peer's recent off-take agreement... FGR's are coming
All good downsyde, yeah we're on the same page. The peer group...
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