So far I have found myself agreeing with everything you have to say.
On the matter of timelines.... I think for graphene the first significant commercial agreements will come from the battery tech..... because that is where there the greatest urgency for innovation exists. [I have a pet theory that the first large scale use will be graphene supercapacitors in EV's.... initially in combination with lithium battery banks but as manufacturing capacity cranks up the lithium batteries will be phased out...just my guess]
On other fronts the Co is angling to find ways to incorporate graphene into existing products.... even though that creates a superior product there are bottlenecks I can see... product development and testing by the manufacturer.... industry inertia in changing established practice.... e.g. in the case of concrete it will still require that the material is specified in planned projects, so the take up is going to be slow initially..imo.
Usually investing in new /cutting edge tech is fraught. The alternate energy space springs to mind... so many hopeful and worthy ideas have succumbed to the solar panel dominance. Graphene is significantly different because it is a material without a competitor.
TLG Price at posting:
71.0¢ Sentiment: None Disclosure: Held
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