NanoXplore Inc T.GRA

Ready for a new story

[Directvoice]

I’ve been thinking about how NanoXplore can evolve in the near future, and I believe that they will switch from the first story to the second one.

 

1. Innovate New Use Cases for Graphene: By discovering and developing new applications for graphene, we can identify companies that would benefit from its unique properties. This approach could lead to more products utilizing graphene, ultimately driving higher sales for NanoXplore.

 

2. Focus on Reducing the Cost of Graphene: By reducing the production costs of graphene, we could position it as a commodity capable of disrupting the vast carbon black market. This strategy could open up significant opportunities for NanoXplore in a much larger market."

Their initial story was necessary at the time since graphene was not an obvious product to use. 

By comparison,  the Black Swan story is about making graphene easy to integrate into plastics by offering pre-mixed pellets that they called masterbatchs. They also going for the very long road of graphene enhanced concrete that will need convincing regulation authority in many jurisdictions.

[1student]

Directvoice, The two points you made with respect to what NanoXplore  has already been doing indicates you are not as well informed about NanoXplore as you should be. It's ok though, there is no hurry for you to go about better informing yourself. After all, NanoXplore simply seems to be in a holding pattern, perhaps for the remainder of this year and a good part of the next. I would

[Directvoice]

The point I was trying to make is that we are in a turning point about graphene usage that is becoming much mainstream and therefore more commodity like. In that kind of market production price are important and, I think, NanoXplore is well positioned.  As for announcements, I think sale volume ,margins and hopefully profit are the things to watch. 

[Dumont]

Before graphene can become more mainstream and  commodity like there has to be more than one supplier at any given price level . Seems to me that there currently still only one commercial supplier at Nanoxplore's price points and volumes. Doesn't look like any serious competition for at least a year, likely longer . However, it would be nice to get some light on actual current demand

[1student]

Dumont, Should NanoXplore representatives actually come through with nailing down that comprehensive "commercial agreement" with thw well recognized chemicals company and actually announce the name of the chemicals company partner and customer, I would expect the NanoXplore share price to be take up to another share price point level. Should the representatives of the graphene enhanced

[lire1]

Speaking of year end numbers, shouldn't they be out very soon?

[1student]

lire1, When we know the GRA.T share price is invariably beaten down leading up to, upon the release of and following the release of NanoXplore financials, do the year end numbers really matter all that much. It would be the case that the only sure way to generate a steady profit from GRA.T holding would be to sell GRA.T shares short leading up to, upon the release of and following the