Thanks Jaded, appreciate the comments.
Yes, at the moment most graphene producers are small scale, and a lot are focussing on supply to researchers and developers of new products, but as those products are launched and come on stream, the scale will increase quite rapidly. Remember that Talga has already announced its plans to produce tonnes rather than the kilos it is making now.
Also, I would suggest that it is not reasonable to compare the production of graphene from rock or flake graphite (which has to be milled and ground, causing significant damage to many of the single layers of graphene that make up the graphite part of the ore). That is not the case with production using the one-step process MRF have recently tested using 99.5% purity SL vein graphite, where there is NO milling or grinding, and the process in a much gentler way is just letting the single or few layers slough off into solution. So there is no reason I can think of that there wouldn't be a much closer 1:1 ratio. (I am a scientist and have done some basic playing with graphite/graphene in the lab).
The approach MRL Corp seems to be following (reading statements and explanations from Mr McGuckin that are available), suggests that management understands the steps they need to take approaching initial production and scale-up from kgs to tonnes - including management of costs. (and including the possible sale of lower grade vein graphite to other end users to help provide funds along the way)
To me it is also interesting, considering the developments in Britain and Europe, that much of the recent placement came from there. It does not surprise me that the new capital is in sticky hands, and it will be interesting to see if there are closer ties announced in the future.
Thanks for wishing happy trading, but I am NOT a trader, I am an investor, long term. I don't believe MRF is a good trading vehicle from here. More on that in another thread later.
And, as always DYOR. Best wishes to all holders.
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