RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RatingGRA is one deal away from rerating to its closest peer: Jiangsu Cnano.
Chineese will compete but no american or Euro company will send their formula to China to co-develop. So ultimately GRA may well be the better play.
Nobody else will compete on quality -cost balance for industrial/auto
Cnano sales $93M, market cap $3.5B.