@Love & Hate
Did some cursory on this today and put my little toe in at 12.5c
Some questions, How serious is FGR really in super capacitors? My undestanding is that the super part has to to with things like speed of charge/discharge and completeness of emptying i.e. 100% to 0%.
I hope someone points out to FGR sooner rather than later that SC have terrible round-trip efficiency and are not equivalent to batteries. SC are more a subset of the general storage market i.e. a smaller segment that supports batteries and are not a replacement for them. (The effect of capital cost and a wasting of 25%-30% in round trip energy losses is a big deal, especially if you use high cost renewable energy in the first place.)
Other than that - adding value to their surface landed product struck me as a good idea, as did the possibility of supplying medium sized businessan ability to "brew their own" - receive the hops and add their own secret treatments and sauces.
I looked everywhere and could not find even anything remotely looking like project financials. anyone have done one?
My rough take - dig three tonnes per day, which is about two cubic metres for a year and at 95% crystalline graphite is a 1,000 tonnes. Just about do it myself.
Nowhere could I see that 95% crystallne meant 95% graphene. I need to clear that point up.
Really roughly - assuming $20,000/tonne clear money/t gives FGR a very rough NPV of about $120m potential - a three bagger from here.
Please do not charge in on your horse to hound me. My assumptions are just that, to get something of a handle on things, they are in no way anything remotely to do with outcomes, they are just near term expectations of reasonableness.
Look forward to comments.
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