Seems to me that 22 plants at a cost of $25 million per plant could produce the graphene necessary for Tesla's 1.5 million cars. Let's call it $500 million cost to build those plants. At 60 Kilos of graphene per car and a profit of $5 per Kilo at apparent current price structure, that's $450 million per annum clear profit or almost 100% per annum on funds invested in building the 22 plants. Or about $2.75 per share ( based upon 165 million shares outstanding. current market about $4.50 each) .
Of course these all just rounded estimates, but not putting graphene as out of reach as Elon Musk seems to suggest in his comments about graphene use if his cars. Perhaps just a head fake on his part as the $500 million cost of the graphene plants just a rounding error in his checking account. and first in gets the biggest win. Qui sait ?
Couple of further questions: if 60 Kilos of graphene used in batteries per car, what is the weight, and the cost, of the ingredients the graphene replaces ?
Not sure if the cost of building new plants cannot be reduced to some significant extent as so far only one 4000 tonne plant up and running at what I understand represents a $25 million capital cost.