NanoXplore Inc T.GRA

Supply agreements are legally binding!

[j1nxed]

These are supply agreements and I can't state how important they are! This is completely different than a non binding LoI (just a fancy paper about evaluating the product without commiting to it), this is a legally binding contract (most likely with take or pay). What this mean in reality is that the graphene has been evaluated for use in the buyers product! I find this quote to be very interesting "...and that it has the potential to create a demand for graphene that is greater than what NanoXplore is currently capable of producing. all the other parties that are currently talking might have to pull the trigger pretty fast if they want any graphene at all. I suspect that the quantities will be small initially, but if those graphene enhanced products becomes the new norm then they will likely have to build several plants. The best part is that each plant only need 50% capacity utilization to become cash flow positive Here is what paradigm said last November "Forecast Graphene Demand | At its annual meeting, management mentioned that the total apparent graphene demand from all of its purchase order discussions that are underway looks like 120,000 tpa two years out (i.e., December 2022)."

[JimmyBly1]

These are SA yes, undisclosed thats frustrating (in the big numbers) but do see that the Brazilian one is a distribution agreement so operational margin is different from a direct sale deal (xx% - 2 digit - less) and they do manage their own customer base so its much more risky. Given how young this product is, I'd be surprized they committed on minimum volumes whatsoever. JimmyB

[savyinvestor333]

So I would think this transformational news  would be enough to get you off the fence and buy back in. Your quote from Sept 2020   "Since i have sold couple of quarters ago, am just holding my pop corn for now (organic pop corn) and spectating the probable (market) wreck. Furious bears are gathering everywhere few are seeing it. JimmyB"  The share price at that time

[JimmyBly1]

So you are the kind of guy who likes telling the others the response to the problem after looking at the solutions at the end of the book? Or sermoning " I told you". Lame and useless. Good for you. Please hold on till a fewmore quarters when reality becomes blatant. For now some people are wisely pocketing, others think they are making up their retirement plan. Remember that when its

[JimmyBly1]

Another thing guys you are good at maths right? How much is worth a ton of concrete or cement (good quality)? How much magic graphene powder you mix in it? 1% 10% 20% ? I'd be surprised that a few % do anything to the construction material properties but maybe. Say graphene is as advertized at $10 us bucks per kg. So say $200 per ton of concrete (half a yard roughly), 1% (mass I guess) of

[savyinvestor333]

The market size, measured by revenue, of the Ready-Mix Concrete Manufacturing industry is $29.9bn in 2021. What is the growth rate of the Ready-Mix Concrete Manufacturing industry in the US in 2021? The market size of the Ready-Mix Concrete Manufacturing industry is expected to increase 6.3% in 2021. 

[j1nxed]

This is likely aimed at the speciality market where performance is very important. I suggest you look at where other graphene companies price their product at, gmg for example is pricing their product at $1000/kg... So the only game in town is NanoXplore. Another point is that it could possibly help cement producers lower their CO2 level. You are downplaying the importance of the agreement. Gerdau

[JimmyBly1]

You are mixing up things. If it is like you say for premium concrete, the target customers is niche so reducing the CO2 of this industry is just BS versus the enormous concrete and cement use worldwide. Same thing: at $1000$ per pound or kg or more, its not the same graphene product (Manchester region companies are strong at it): do your search and you will see that its atom thin graphene for much

[j1nxed]

I know it is super important to some that graphene has to be so and so, but that is purely academia (imo), i showed you that they have signed a on binding MoU with another "graphene producer" and they have signed a legally binding SA with NanoXplore that includes volume. Bulk commodities is sensitive to price and i showed you another producer that sells high quality graphene but that is

[JimmyBly1]

What I am saying bored j1 is that graphene will not solve the crazy CO2 emissions of concrete industry, this is green BS for city investors driving a Tesla. Was talking about engineered concrete vs regular one, even though both are big in numbers:: as you rightly said, its a major commodity. Question so: how do you sell a $10 per kg technological magical whatsoever powder into that? A ton of

[savyinvestor333]

Did you ever think that maybe it is replaceing another additive and that the end cost is very similar? Do the math on $1  per cubic metre and tell me what our revenues would be then.

[JimmyBly1]

$1 equals 100g worth of graphene black so per ton iof your quality graphene ts 0.01% ratio what the hell are you talking about? You load up your cement with that, put some pepper instead it's cheaper. Ain't getting no effect for sure. You just compute tons of material used worlwide in a class of material per an theoretical amount of magic powder. Dios this is nonsensical at best. Breakdown

[j1nxed]

"three mixtures of cement paste containing GONSs were prepared for FE-SEM observation. The GONSs were added in the amount of 0%, 0.05%, and 0.25% (bwoc)," https://scholar.google.se/scholar_url%3Furl%3Dhttps://www.mdpi.com/2079-4991/7/7/187/pdf

[j1nxed]

Here is what first graphene said in their annual report. "Initial studies at the University of Adelaide showed compressive strength is increased by 34.3% and tensile strength by 26.9% when PureGRAPH is added to cement mortar at very low levels of 0.07%w/w in the cement paste (equivalent to ca. 0.01%w/w in concrete)" so the loading portions does no seem to be as high as you think. did i

[JimmyBly1]

Small additional comment " per cubic meter" as you said its 2.5 tons of concrete so ratio is actually 0.004% infusion ratio. C'mon man. JimmyB

[j1nxed]

The same could be said for green steel, it will is very expensive today because there is either no incentive for going green or penalty for not going green.... And yet SSAB and LKAB (and another swedish startup) is pouring a lot of money into it, even though it is not economical today. You seem to lack a lot of vision into what could be the catalysts for these potential transformations as

[savyinvestor333]

What if graphene displaces some steel from reinforced concrete? Think of the savings from less rebar and labour. Kind of like how fiberglass mesh inserted into the concrete mix displaced wire mesh.

[1student]

Hello Savyinvestor333. You suggestied that JimmyBly1 would be incurring a greater expense to buy back a position at today's prices. I have a good sense that JimmyBly1 has been yanking your chain, so to speak. If JB1 was out on the sidelines during the month of September 2020, I don't expect JimmyBly1 was on the sidelines watching for too long. Surely JB1 would have understood what was

[goodbuddy]

Well said, I have been accumulating this stock for sometime now. I think the as how you describe the instustional investors, I saw this exact same scenario play out in another stock 15 years ago, stock hovered arouns $3-$4 for what seems a very long time, then it shot up over $30.00 when a take over was anounced. Cheers!

[goodbuddy]

* I think the same as how you describe.....