I revisited this Article because I remembered what it said about...

I revisited this Article because I remembered what it said about Talga and now in light of what we know about MRL Corporations ORE into GRAPHENE I think MR Grigor is right and re-rate appears logical...


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Conclusions

Aside from the factors discussed above, it is worth bearing in mind the evolution of the graphite sector and the potential growth in the market for graphene applications, as many of the companies mentioned in this report either personally conduct or financially support R&D into future commercial applications using graphene.

While the market is in its infancy (annual demand estimated at between 500-1,000 tonnes) the potential for growth in demand for this product stream is considerable.

In this regard it should be highlighted that Talga (in its Vitangi Scoping Study) has highlighted its ability and intention to initially produce 1,000 tonnes (scalable) of graphene as part of its overall 47,000 tpa production rate.

In summary, while the graphite sector is dynamic, analytical problems exist in comparing companies based on publicly available information and the fact that new applications and product specifications are continually evolving, we believe the factors and analysis contained in this study correctly encapsulate the key drivers of a successful graphite project.

While many of the projects discussed above may continue through to successful development and expansion, we ultimately believe that more will be disappointed.

SOURCE: http://www.csaglobal.com/wp-content...x-Steps-to-Striking-Success_IMMag_Dec2014.pdf

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I like to read what the competition/market is thinking and I tend to agree that the Tesla developments bode very well for MRL Corporation and SL Vein Graphite...


"Saint Jean Carbon, a mining company engaged in the development of Lump natural graphite properties with significant deposits in Canada and Sri Lanka, was extremely encouraged today by the recent announcement from Tesla Motors to build a new $5bn lithium-ion battery (Li-ion battery) 'Giga Factory', which could potentially increase natural graphite demand by up to 37% per year"

SOURCE: http://forum.lankaninvestor.com/t61...a-5-bn-battery-factory-for-electric-cars#3290


Time will tell....


What do you think? I think the world gets it and I think a full and comprehensive understanding of this wont come from within Australia but mainly from the rest of the world...




Kind Regards

DYOR !!!!