Graphene products in market now, page-21

I checked a few of those links, alpaka. Unless I missed it, I couldn't see any industrial end users in the mix. I saw lots of small niche providers of products that include graphene in some form or other but no idea of how much they sell and whether they fund their business from the sales of graphene alone, a combination of graphene and non-graphene products or are existing on govt R&D grants. It would be impossible to establish a cash flow model for MRF from any of that, even if we knew the likely outcome of all future drilling campaigns.

This is why I said let's just leave it, because you're going to come back now and argue your point but at the end of the day you're bullish the near-term for graphene and I am much more reserved about how quickly the market is going to establish itself. I'm also not going to take what the company says as gospel, as company employees are there to talk-up their prospects - it's their job! I'll wait for them to show me the money.

Suffice to say I haven't seen any evidence that graphene's dawn is upon us now. I just think it's a cool material that potentially has a strong future and maybe MRF will ride the coattails of any momentum if they get things right. That's my only interest in it all.

I'll report back if/when I get a chance to discuss further with the Uni but other than that, let's just each make our own investment decisions, based on our own research and leave it at that. MRF is still a trading stock to me, until they bring an offtake agreement to the table. It then becomes a potential strategic, more medium-term investment, assuming certain other things are in place also. If you think it's a strategic hold right now, more power to you, good luck.

Last post on this issue of supply/demand from me.