worth reading - report from canaccord, page-2

Thanks for sharing the link. It's a poor report and highlights the problems with some analysts. You can get this information elsewhere.
No mention that the potential biggest market for Li batteries is for stationary storage applications and the gigafactory will produce them also (http://www.triplepundit.com/2014/03/teslas-gigafactory-produce-vehicle-batteries/).
No mention that commercialisation of graphene will be led by products made from the oxide and the reduced oxide and how this is a huge opportunity for graphite producers.
They met with a professor to learn about graphene and didn't tell us about his work and his views but instead reproduced a graphite "fact" sheet without understanding it.
"Graphene is a thin flake of ordinary carbon formed from graphite, the discovery of which won the 2010 Nobel Price". No it isn't and it wasn't discovered but isolated. And why mention Lockheed Martin and others when their graphene is made from a bottom up process and thus irrelevant to graphite?
D+