Graphene Manufacturing Group Ltd V.GMG

GRAPHENE MANUFACTURING GROUP

[Khumamayo]

GMG has its own technology to obtain graphene at very cost effective way. It is their trade secret (some companies prefer to keep trade secrets instead of patent like Coca Cola). University has patent pending for graphene perforation. GMG has exclusivity agreement with the University. There is no alternative way to make efficient graphene cathodes. This technology is what makes graphene aluminium - ion battery so special in terms of how fast it charges and life time. Even if some other batteries may have at this moment higher density per kg you need to add all the cooling stuff to the pack. With graphene aluminium ion battery you don't need it. You don't need to mine lithium (environmental degradation) and cobalt (often involves child or forced labour) to make graphene aluminium ion battery. From what I understand GMG will provide technology to other companies involved in production of batteries. Their design will fit in all the currently existing battery packs.

Few words about battery market:

by 2027 battery market value will be 300 billion USD. 1/3 of it mobile devices, 1/3 electric vehicles, 1/3 other.

Graphene Aluminium Ion battery would be mostly suitable for mobile and EV. So we have 200 billion target market. Let's say GMG captures 5% of it. We are talking about 10 billion revenues a year few years from now (this for sure requires capex). If they just provide tech and receive royalties than I recon they could charge royalties likin semiconductor industry 5%. That would be 500 million annual income. This means that with 20x multiple the company shall be valued at 10 billion. Give or take stock price in few years from now should be around $50

 

There are risks as well: 

• - they need couple of million financing - that shouldn't be much of a problem considering they already have a prototype

- they need to find business partners.

 

Most likely scenario:

I think they will be taken over by some industrial group at valuation similar to Quantumscape

 

All of the above is my private opinion. You have to do your own due diligence and make your own decisions.
by Piotr on Yahoo Forums

[paracelcius]

quand tu dis que l'un des dirigeant a vendu plusieurs milliers d'actions a 1.75$ cela doit etre un signe de la juste valeur de l'action et je disais meme plus cher que ca valeur reel, compte tenu de ce que je dis a propos de la mise en marche dans le temps deux ans  il resque d,en arriver des choses en deux ans, la competition ne va pas disparaitre parce que GMG a un prototype de

[uggg]

Khuma, I wouldn't disagree with your opinions as they are possibilities. I'm probably a little less optimistic about a 10 billion dollar take over but as the story unfolds it's not out of the realm of possibilities.  Not sure what Frenchy is saying but I can't waste time translating anonymous opinions. I figure it can't be that important.

[paracelcius]

Je suis probablement un peu moins optimiste quant une prise de contrle de 10 milliards de dollars, mais mesure que l'histoire se droule, ce n'est pas hors du domaine des possibilits.  Je ne sais pas ce que dit Frenchy mais je ne peux pas perdre de temps traduire des opinions anonymes. Je pense que cela ne peut pas tre si important.   You're absolutely right, it's not

[uggg]

Lol, Frenchy, all that is spelled out in their presentation. You are not bringing anything new. This is speculation. Can you come up with a better battery speculation or graphene manufacturer? I find GMG very compelling but if you have a better one spell it out.  By the way, if you are comparing a company's price you must use market cap not share price. Panasonic's market cap is $27B

[paracelcius]

Vous n'apportez rien de nouveau. C'est de la spculation. Pouvez-vous proposer une meilleure spculation de batterie ou un meilleur fabricant de graphne? Je trouve GMG trs convaincant, mais si vous en avez un meilleur, pelez-le.  En passant, si vous comparez le prix d'une entreprise, vous devez utiliser la capitalisation boursire et non le prix de l'action. La capitalisation

[uggg]

Sorry, didn't get that Frenchy. As I said you'd get more people reading if you wrote english. 

[paracelcius]

Comme je l'ai dit, plus de gens liraient si vous criviez l'anglais. [/citation] Il y en a qui ont surement compris ce que je disais l'action baisse en fonction de la vrai realite entourant projet de batterie