RE:RE:RE:RE:Elcora outlines its strategy to become a world graphene leadI have always held the view that Elcora is a very risky (high risk/high reward) very long term investment opportunity. Anyone looking at Elcora as a short term invetment expecting earnings and revenue shortly will be more than disappointed. They have high insider ownership (the CEO owns 5% of the company) that helps them focusing on the long term view of the business, they are also a R&D company. I expect a cap raise very soon.
Vercrusse wrote: The question is when the revenue will start ...
I understand they don't sell the graphite itself and want focus on added value products. But in the recent investor intel interview, Flint says around minute 5, that it takes about 18 months for a batery maker to change from graphite source.
So suppose Elcora delivered their powder in July, it will take until the end of 2018 before real revenue starts coming in ... until then ???
Perhaps that somes sales of graphene might bring in something but this won't be huge. Lockheed ?
Personally I don't expect serious number before the end of 2018. In the meantime they will need to raise money = dillution. But on the other hand, there are companies using their money less efficient.
But as of 2019 we are looking at fantastic company, as a shareholder.