A little bit of graphene goes a long way.You'll find that these commercial applications are in kilos 'lots' not Tonnes and certainly not in 1000 tonnes production.
Thing is alpaca that one step graphene production of a tonne is from 6/7 tonnes of graphite .
This 6 tonne of Graphite doesn't disappear in the one step. The graphENE 1 tonne is a by product from processing one step of say 7 tonnes of GraphITE.
Anyhow you read a lot of cut'n'pastes that are NOT referencing One Step production. All these current end users you mention are NOT using one step. Many aren't even using Natural Flake graphite graphENE but Synthetic carbons or even some other chemical vapour technique of graphene production
BUT I stress it's in Kilograms not even tonnes.
Anyway hope alpaca you're getting the picture re MRF micro company specifics are trying to integrate into a Macro sector. Just because the Macro Sector is 'exciting and growing' doesn't necessarily mean MRF has the structure to automatically succeed.
I think with all respect to nasabear that he has very narrow sector and peer analysis. OK he wants to emphasise Sri Lanka Vein Qualities especially in Graphene. So that gives Elacora of the TSE a peer slot along with BBR and the upcoming new ASX float referred to by nasabear as lil sister.
Added to these I reckon should be AMG/GK operators of the Bogala Sri Lanka Mine. Been operating Producing Sri Lanka Vein AND Value Adding to it for YEARS.
Surely the AMG/GK operation gives a basis for sector Aspiration? They are Doing what the others are gunner/hope to?
Anyhow I am so computer illiterate/luddite I type 1 finger and can't even cut'n'paste so can't swamp the thread with anything but my own opinion in my own words. I really approve
@Alpaca you did the above post all in your own words and included your own opinion in it in 'debate' style.
We've got the Macro FActors, now it has to be applied to the micro specifics of MRF.
Happy Trading
cheers
