@alpaka I hold TLG [for a while now] and am looking at a MRF entry but I think your $100mil/tonne figure is a 'bit off'.
Think you'll find in the Talga Scoping Study and Warwick Grigor Presentation that
$50,ooo/tonne for $50million for 1000 Tonne [kt] is used.
There's a real 'problem' getting GraphENE prices. Often kilo prices are calculated from price/GRAM for lab experiments and then put out into Tonne Values
BUT the only price is for Grams and for 'experiments'
When graphENE is for commercial industrial use and orders are for Tonnes and Thousands of Tonnes the forecast by Talga is $50,000/tonne [conservative]
Also Note that Talga talks of 2017 production of At Least 1000 tonnes of GraphENE being Sold.
Yes you can take TLG as a Peer but realise Warwick Grigor is a Substantial Holder on the TLG Register and he is Promoting GraphENE Sector Awareness along with the TLG MD Mark Thompson so at least a 1000kt Market share 2017 is attained.
Oh and TLG has a very low cost Production Forecast as well.
Lots of FA 'ticks' required for MRF. worth speculating on but DYOR it's tricky.
MRF Price at posting:
6.6¢ Sentiment: Buy Disclosure: Not Held
