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Very helpful for trying to objectify value of shares among the chaos of project stage, geography, off-take agreements etc. Working on same but with additional tonnage and distribution of graphite size per project to further refine value of companies. Can anyone else think of easy-to-quantify parameters or indices?
I am concerned about the future rise of coal-based carbon foam materials which have some similar characteristics as graphite/graphene but are a lot cheaper to make. As far as I know they do not have a role as battery anodes but their role may become important as battery separators, after the Samsung battery debacle, a, ahum, 'hot' topic.