SER 9.09% 2.0¢ strategic energy resources limited

Ann: AGM Presentation, page-56

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  1. 15,535 Posts.
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    Most of that Ann. was around commercial apps but you are right they did tag retail in the summary, v good memory:

    "Once established, JV Co will be focused on achieving commercial scale production of graphene oxide and GO-Membranes, as well as water purification modules targeted at wholesale and retail customers."

    Obviously they have come to the conclusion the household mkt is the easiest & quickest volume mkt to tap into, and the product has some inherent advantages over current, incl cost. Got the understanding this is all pretty advanced product wise, next step manufacture.

    Likewise the fairly simple supercaps into freight tracking tags, the tech is just about done, the final step on where and how the product will be produced the main point of negotiation pending.

    Board have rightfully been fairly cautious in their commentary to date, very pleasant surprise to hear their confidence around these two products pending commercialisation.
 
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